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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 $70.6B in total; superinvestors HHLR Advisors (Hillhouse) and Maverick Capital hold it.

13F holders, Q3 2022

Institutional positions in Lumentum Holdings Inc. as of Sep 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
443
−17 vs. Q2 2022
Shares held
68.1M
+1.09M (+1.6%) vs. Q2 2022
Total value
$4.67B
−$656.9M (−12.3%) vs. Q2 2022
New holders
51
129 more added
Sold out
68
172 more reduced

8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 443 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 heldQ3 2022: $4.67B
Q1 2021: $6.36BQ2 2021: $5.63BQ3 2021: $5.52BQ4 2021: $7.15BQ1 2022: $6.67BQ2 2022: $5.33BQ3 2022: $4.67BQ4 2022: $3.29BQ1 2023: $3.63BQ2 2023: $3.88BQ3 2023: $3.16BQ4 2023: $3.82BQ1 2024: $3.63BQ2 2024: $3.88BQ3 2024: $4.66BQ4 2024: $6.23BQ1 2025: $5.08BQ2 2025: $7.98BQ3 2025: $13.0BQ4 2025: $30.0BQ1 2026: $54.1BQ2 2026: $70.6B
Institutions holding LITE and their total value by quarter
QuarterHoldersValue
Q2 20261,321$70.6B
Q1 20261,089$54.1B
Q4 2025757$30.0B
Q3 2025589$13.0B
Q2 2025483$7.98B
Q1 2025422$5.08B
Q4 2024450$6.23B
Q3 2024386$4.66B
Q2 2024377$3.88B
Q1 2024366$3.63B
Q4 2023357$3.82B
Q3 2023366$3.16B
Q2 2023377$3.88B
Q1 2023387$3.63B
Q4 2022429$3.29B
Q3 2022443$4.67B
Q2 2022468$5.33B
Q1 2022479$6.67B
Q4 2021487$7.15B
Q3 2021434$5.52B
Q2 2021423$5.63B
Q1 2021478$6.36B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q2 2022.

Institutions holding LITE in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wellington Management Group LLP7,957,559$545.6M0.12%−884,896−10.0%Reduced
Vanguard Group Inc6,253,235$428.8M0.01%−60,096−1.0%Reduced
BlackRock Inc.6,090,461$417.6M0.01%+186,673+3.2%Added
Alliancebernstein L.P.5,218,589$357.8M0.17%−226,554−4.2%Reduced
Ameriprise Financial Inc2,720,187$186.5M0.07%+53,522+2.0%Added
Bank of New York Mellon Corp2,077,976$142.5M0.03%+13,011+0.6%Added
State Street Corp1,924,153$131.9M0.01%+47,368+2.5%Added
Bank of America Corp1,676,973$115.0M0.02%+28,933+1.8%Added
FIL Ltd1,555,872$106.7M0.14%+272,319+21.2%Added
FMR LLC1,310,057$89.8M0.01%−249,953−16.0%Reduced
AXA S.A.1,267,782$86.9M0.17%−13,734−1.1%Reduced
Citadel Advisors LLC1,012,480$69.4M0.09%+443,585+78.0%Added
Swedbank AB1,000,000$68.6M0.16%+500,000+100.0%Added
Geode Capital Management, LLC984,432$67.5M0.01%−7,049−0.7%Reduced
Dimensional Fund Advisors LP956,241$65.6M0.03%+119,596+14.3%Added
Nuveen Asset Management, LLC888,017$60.9M0.02%−11,099−1.2%Reduced
Holocene Advisors, LP884,156$60.6M0.39%+368,880+71.6%Added
Alyeska Investment Group, L.P.878,119$60.2M0.71%+702,092+398.9%Added
Earnest Partners LLC849,577$58.3M0.39%+54,599+6.9%Added
Millennium Management LLC792,003$54.3M0.07%+332,654+72.4%Added
Robeco Schweiz AG761,000$52.2M1.01%+29,000+4.0%Added
Northern Trust Corp751,290$51.5M0.01%−1,330−0.2%Reduced
Fisher Asset Management, LLC740,042$50.7M0.04%−30,478−4.0%Reduced
Schroder Investment Management Group728,799$50.0M0.08%−86,831−10.6%Reduced
Charles Schwab Investment Management Inc646,595$44.3M0.02%+20,514+3.3%Added
Westfield Capital Management Co LP622,975$42.7M0.34%+69,727+12.6%Added
Norges Bank621,212$42.6M0.01%−20,402−3.2%Reduced
Pinnacle Associates Ltd550,538$37.8M0.87%−18,055−3.2%Reduced
Price T Rowe Associates Inc519,425$35.6M0.01%−877−0.2%Reduced
Tairen Capital Ltd472,587$32.4M3.69%+472,587New
Morgan Stanley470,252$32.2M0.00%+64,127+15.8%Added
Todd Asset Management LLC387,607$26.6M0.74%+92,307+31.3%Added
Teachers Retirement System of the State of Kentucky374,822$25.7M0.30%+374,822New
Divisar Capital Management LLC322,622$22.1M6.51%+88,342+37.7%Added
State of Wisconsin Investment Board308,158$21.1M0.07%−5,174−1.7%Reduced
Qube Research & Technologies Ltd304,429$20.9M0.13%+283,830+1,377.9%Added
Neumeier Poma Investment Counsel LLC277,695$19.0M1.89%−51,985−15.8%Reduced
Principal Financial Group Inc269,069$18.5M0.01%−2,667−1.0%Reduced
Woodline Partners LP264,279$18.1M0.27%+113,982+75.8%Added
Kennedy Capital Management, Inc.257,713$17.7M0.52%−6,828−2.6%Reduced
Eagle Asset Management Inc248,962$17.1M0.11%−119,577−32.4%Reduced
Retirement Systems of Alabama232,833$16.0M0.07%−563−0.2%Reduced
Hood River Capital Management LLC227,677$15.6M0.60%+122,471+116.4%Added
JPMorgan Chase & Co224,461$15.4M0.00%+11,760+5.5%Added
Leeward Investments, LLC - MA214,596$14.7M0.70%+62,130+40.8%Added
Goldman Sachs Group Inc206,636$14.2M0.00%+36,439+21.4%Added
Marshall Wace, LLP206,578$14.2M0.04%+200,514+3,306.6%Added
North Growth Management Ltd.205,000$14.1M3.52%00.0%Unchanged
Rhumbline Advisers203,771$14.0M0.02%−910.0%Reduced
Invesco Ltd.200,583$13.8M0.00%−53,397−21.0%Reduced
Peregrine Capital Management LLC187,832$12.9M0.42%+7,674+4.3%Added
LPL Financial LLC182,012$12.5M0.01%+4,623+2.6%Added
Verition Fund Management LLC178,516$12.2M0.08%+174,931+4,879.5%Added
Loomis Sayles & Co L P174,666$12.0M0.02%−11,415−6.1%Reduced
Hallmark Capital Management Inc166,021$11.4M1.14%+8,038+5.1%Added
Victory Capital Management Inc165,324$11.3M0.01%−17,629−9.6%Reduced
California Public Employees Retirement System165,246$11.3M0.01%+13,972+9.2%Added
Swiss National Bank163,615$11.2M0.01%−6,500−3.8%Reduced
Scout Investments, Inc.161,000$11.0M0.23%−250.0%Reduced
Intrinsic Edge Capital Management LLC156,558$10.7M1.20%+156,558New
Renaissance Technologies LLC155,000$10.6M0.02%−15,000−8.8%Reduced
Community Trust & Investment Co146,361$10.0M0.96%−3,984−2.6%Reduced
Fuller & Thaler Asset Management, Inc.144,740$9.93M0.07%−166,930−53.6%Reduced
Envestnet Asset Management Inc143,386$9.83M0.01%+5,813+4.2%Added
UBS Group AG141,456$9.70M0.01%+10,796+8.3%Added
Wells Fargo & Company141,247$9.69M0.00%−2,416−1.7%Reduced
Raymond James & Associates140,539$9.64M0.01%−13,649−8.9%Reduced
Legal & General Group Plc137,206$9.41M0.00%−3,034−2.2%Reduced
Deutsche Bank AG135,022$9.26M0.01%+51,553+61.8%Added
Front Street Capital Management, Inc.134,790$9.24M2.34%−107−0.1%Reduced
Pacer Advisors, Inc.133,909$9.18M0.06%−26,289−16.4%Reduced
Arnhold LLC128,082$8.78M1.18%−51,349−28.6%Reduced
Natixis Advisors, L.P.126,996$8.71M0.04%−3,073−2.4%Reduced
First Trust Advisors LP120,334$8.25M0.01%−23,979−16.6%Reduced
Twinbeech Capital LP119,567$8.20M0.22%+119,567New
UBS Asset Management Americas Inc118,812$8.15M0.00%−22,804−16.1%Reduced
Easterly Investment Partners LLC118,003$8.09M0.78%−1,755−1.5%Reduced
Tocqueville Asset Management L.P.116,235$7.97M0.16%−1,200−1.0%Reduced
Kornitzer Capital Management Inc115,607$7.93M0.17%−6,314−5.2%Reduced
Susquehanna Fundamental Investments, LLC111,237$7.63M0.13%+111,237New
Nordea Investment Management AB107,657$7.55M0.01%+284+0.3%Added
American International Group, Inc.108,885$7.47M0.05%−5,115−4.5%Reduced
Mutual of America Capital Management LLC103,496$7.10M0.10%−6,019−5.5%Reduced
New York State Teachers Retirement System99,505$6.82M0.02%−400−0.4%Reduced
SEI Investments Co98,738$6.77M0.02%+58,474+145.2%Added
Comerica Bank91,267$6.61M0.06%−24,323−21.0%Reduced
New York State Common Retirement Fund93,862$6.44M0.01%−1,412−1.5%Reduced
F&V Capital Management, LLC91,845$6.30M2.43%+590+0.6%Added
Smith, Graham & Co., Investment Advisors, LP90,929$6.24M0.83%−5,682−5.9%Reduced
AQR Capital Management LLC90,704$6.22M0.02%−35,822−28.3%Reduced
California State Teachers Retirement System86,764$5.95M0.01%−4,541−5.0%Reduced
Advisor Group Holdings, Inc.85,889$5.89M0.01%+494+0.6%Added
Colony Capital, Inc.84,379$5.79M0.87%+22,330+36.0%Added
PEAK6 Investments LLC83,096$5.70M0.21%+83,096New
Westpac Banking Corp81,845$5.61M0.09%−6,686−7.6%Reduced
State Board of Administration of Florida Retirement System78,889$5.41M0.01%−2,170−2.7%Reduced
Paradigm Capital Management Inc76,431$5.24M0.38%−22,969−23.1%Reduced
Thrivent Financial for Lutherans72,643$4.98M0.01%+22,160+43.9%Added
Barclays PLC72,099$4.94M0.01%+4,298+6.3%Added
Credit Suisse AG70,563$4.84M0.01%−4,778−6.3%Reduced