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Lumentum Holdings Inc.

LITE
Exchange
Nasdaq
Industry
Communications Equipment, NEC
SEC CIK
0001633978

In the last 90 days, Lumentum Holdings Inc. insiders filed 0 open-market purchases and 17 sales; 1,321 institutions reported holding it in 13F filings for Q2 2026, worth $70.5B in total; superinvestors HHLR Advisors (Hillhouse) and Maverick Capital hold it.

13F holders, Q2 2022

Institutional positions in Lumentum Holdings Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
468
−5 vs. Q1 2022
Shares held
66.4M
−709.9K (−1.1%) vs. Q1 2022
Total value
$5.28B
−$1.26B (−19.3%) vs. Q1 2022
New holders
51
142 more added
Sold out
56
157 more reduced

6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LITE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2022: 468 institutions
Q1 2021: 478 institutionsQ2 2021: 423 institutionsQ3 2021: 434 institutionsQ4 2021: 487 institutionsQ1 2022: 479 institutionsQ2 2022: 468 institutionsQ3 2022: 443 institutionsQ4 2022: 429 institutionsQ1 2023: 387 institutionsQ2 2023: 377 institutionsQ3 2023: 366 institutionsQ4 2023: 357 institutionsQ1 2024: 366 institutionsQ2 2024: 377 institutionsQ3 2024: 386 institutionsQ4 2024: 450 institutionsQ1 2025: 422 institutionsQ2 2025: 483 institutionsQ3 2025: 589 institutionsQ4 2025: 757 institutionsQ1 2026: 1,089 institutionsQ2 2026: 1,321 institutions
Value heldQ2 2022: $5.28B
Q1 2021: $6.36BQ2 2021: $5.58BQ3 2021: $5.52BQ4 2021: $7.14BQ1 2022: $6.61BQ2 2022: $5.28BQ3 2022: $4.62BQ4 2022: $3.29BQ1 2023: $3.42BQ2 2023: $3.88BQ3 2023: $3.16BQ4 2023: $3.76BQ1 2024: $3.58BQ2 2024: $3.87BQ3 2024: $4.65BQ4 2024: $6.23BQ1 2025: $5.04BQ2 2025: $7.96BQ3 2025: $12.8BQ4 2025: $29.5BQ1 2026: $54.1BQ2 2026: $70.5B
Institutions holding LITE and their total value by quarter
QuarterHoldersValue
Q2 20261,321$70.5B
Q1 20261,089$54.1B
Q4 2025757$29.5B
Q3 2025589$12.8B
Q2 2025483$7.96B
Q1 2025422$5.04B
Q4 2024450$6.23B
Q3 2024386$4.65B
Q2 2024377$3.87B
Q1 2024366$3.58B
Q4 2023357$3.76B
Q3 2023366$3.16B
Q2 2023377$3.88B
Q1 2023387$3.42B
Q4 2022429$3.29B
Q3 2022443$4.62B
Q2 2022468$5.28B
Q1 2022479$6.61B
Q4 2021487$7.14B
Q3 2021434$5.52B
Q2 2021423$5.58B
Q1 2021478$6.36B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q1 2022.

Institutions holding LITE in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Envestnet Asset Management Inc137,573$10.9M0.01%+11,197+8.9%Added
Legal & General Group Plc140,240$11.1M0.00%+33,392+31.3%Added
UBS Asset Management Americas Inc141,616$11.2M0.01%+20,466+16.9%Added
Wells Fargo & Company143,663$11.4M0.00%+70,742+97.0%Added
First Trust Advisors LP144,313$11.5M0.01%−61,203−29.8%Reduced
Woodline Partners LP150,297$11.9M0.19%−32,796−17.9%Reduced
Community Trust & Investment Co150,345$11.9M1.10%−4,164−2.7%Reduced
California Public Employees Retirement System151,274$12.0M0.01%−9,548−5.9%Reduced
Leeward Investments, LLC - MA152,466$12.1M0.55%−4,553−2.9%Reduced
Raymond James & Associates154,188$12.2M0.01%+4,108+2.7%Added
Hallmark Capital Management Inc157,983$12.5M1.17%+14,262+9.9%Added
Pacer Advisors, Inc.160,198$12.7M0.09%+15,946+11.1%Added
Scout Investments, Inc.161,025$12.8M0.25%00.0%Unchanged
Renaissance Technologies LLC170,000$13.5M0.02%+77,600+84.0%Added
Swiss National Bank170,115$13.5M0.01%−800−0.5%Reduced
Goldman Sachs Group Inc170,197$13.5M0.00%−8,107−4.5%Reduced
Alyeska Investment Group, L.P.176,027$14.0M0.16%−754,711−81.1%Reduced
LPL Financial LLC177,389$14.1M0.01%+9,142+5.4%Added
Arnhold LLC179,431$14.3M1.70%00.0%Unchanged
Peregrine Capital Management LLC180,158$14.3M0.43%−226−0.1%Reduced
Victory Capital Management Inc182,953$14.5M0.02%+9,487+5.5%Added
Loomis Sayles & Co L P186,081$14.8M0.03%−14,591−7.3%Reduced
Rhumbline Advisers203,862$16.2M0.02%+10,373+5.4%Added
North Growth Management Ltd.205,000$16.3M3.78%−29,000−12.4%Reduced
JPMorgan Chase & Co212,701$16.9M0.00%+22,948+12.1%Added
Retirement Systems of Alabama233,396$18.5M0.08%−3,838−1.6%Reduced
Divisar Capital Management LLC234,280$18.6M6.03%+20,000+9.3%Added
Chiron Investment Management, LLC246,658$19.6M3.29%+246,658New
Invesco Ltd.253,980$20.2M0.01%+45,184+21.6%Added
Kennedy Capital Management, Inc.264,541$21.0M0.59%−7,681−2.8%Reduced
Principal Financial Group Inc271,736$21.6M0.02%+26,180+10.7%Added
Todd Asset Management LLC295,300$23.5M0.60%−995−0.3%Reduced
Fuller & Thaler Asset Management, Inc.311,670$24.8M0.17%+167,909+116.8%Added
State of Wisconsin Investment Board313,332$24.9M0.06%−33,206−9.6%Reduced
Neumeier Poma Investment Counsel LLC329,680$26.2M2.05%−2,650−0.8%Reduced
Lord, Abbett & Co. LLC337,879$26.8M0.09%+11,144+3.4%Added
Eagle Asset Management Inc368,539$29.3M0.18%+27,496+8.1%Added
Schonfeld Strategic Advisors LLC380,200$30.2M0.32%+154,400+68.4%Added
Morgan Stanley406,125$32.3M0.00%+62,568+18.2%Added
Millennium Management LLC459,349$36.5M0.05%+116,990+34.2%Added
Swedbank AB500,000$39.7M0.09%+50,000+11.1%Added
Holocene Advisors, LP515,276$40.9M0.25%+298,627+137.8%Added
Price T Rowe Associates Inc520,302$41.3M0.01%+71,893+16.0%Added
Westfield Capital Management Co LP553,248$43.9M0.35%−179,134−24.5%Reduced
Pinnacle Associates Ltd568,593$45.2M0.98%−14,625−2.5%Reduced
Citadel Advisors LLC568,895$45.2M0.06%+112,544+24.7%Added
Charles Schwab Investment Management Inc626,081$49.7M0.02%−16,620−2.6%Reduced
AXA S.A.640,758$50.9M0.19%+2,640+0.4%Added
Norges Bank641,614$51.0M0.01%+93,377+17.0%Added
Robeco Schweiz AG732,000$58.1M1.04%00.0%Unchanged
Northern Trust Corp752,620$59.8M0.01%−48,603−6.1%Reduced
Fisher Asset Management, LLC770,520$61.2M0.04%+3,637+0.5%Added
Earnest Partners LLC794,978$63.1M0.42%+114,543+16.8%Added
Schroder Investment Management Group815,630$64.8M0.10%−51,611−6.0%Reduced
Dimensional Fund Advisors LP836,645$66.4M0.02%+30,983+3.8%Added
Whale Rock Capital Management LLC863,115$68.5M2.04%+863,115New
Nuveen Asset Management, LLC899,116$71.4M0.03%+100,017+12.5%Added
Geode Capital Management, LLC991,481$78.7M0.01%−47,846−4.6%Reduced
FIL Ltd1,283,553$101.9M0.12%−41,351−3.1%Reduced
FMR LLC1,560,010$123.9M0.01%−375,449−19.4%Reduced
Bank of America Corp1,648,040$130.9M0.02%+108,375+7.0%Added
State Street Corp1,876,785$149.1M0.01%−50,500−2.6%Reduced
Bank of New York Mellon Corp2,064,965$164.0M0.04%−131,187−6.0%Reduced
Ameriprise Financial Inc2,666,665$211.8M0.07%−4,042−0.2%Reduced
Alliancebernstein L.P.5,445,143$432.5M0.20%+237,747+4.6%Added
BlackRock Inc.5,903,788$468.9M0.02%−275,994−4.5%Reduced
Vanguard Group Inc6,313,331$501.4M0.01%−197,201−3.0%Reduced
Wellington Management Group LLP8,842,455$702.3M0.14%−800,733−8.3%Reduced
Aviva PLC0$00.00%−211,023−100.0%Sold out
Clough Capital Partners L P0$00.00%−89,700−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−87,041−100.0%Sold out
Natixis0$00.00%−28,411−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−25,200−100.0%Sold out
ETF Managers Group, LLC0$00.00%−20,876−100.0%Sold out
Guild Investment Management, Inc.0$00.00%−13,360−100.0%Sold out
Simplex Trading, LLC0$00.00%−7,880−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−7,470−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−7,002−100.0%Sold out
Cito Capital Group, LLC0$00.00%−7,000−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−6,311−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−5,521−100.0%Sold out
Private Advisor Group, LLC0$00.00%−5,083−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−4,124−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−4,115−100.0%Sold out
Leuthold Group, LLC0$00.00%−3,418−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−3,260−100.0%Sold out
Wolverine Trading, LLC0$00.00%−3,189−100.0%Sold out
InterOcean Capital Group, LLC0$00.00%−3,100−100.0%Sold out
Group One Trading, L.P.0$00.00%−2,966−100.0%Sold out
Independent Advisor Alliance0$00.00%−2,723−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−2,622−100.0%Sold out
Toroso Investments, LLC0$00.00%−2,623−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−2,539−100.0%Sold out
Keybank National Association0$00.00%−2,503−100.0%Sold out
Impax Asset Management Group plc0$00.00%−2,388−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−2,360−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−2,271−100.0%Sold out
Mark Stevens0$00.00%−2,250−100.0%Sold out
KCM Investment Advisors LLC0$00.00%−2,241−100.0%Sold out
APG Asset Management N.V.0$00.00%−2,500−100.0%Sold out