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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, 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
67.3M
+982.6K (+1.5%) vs. Q2 2022
Total value
$4.62B
−$656.9M (−12.5%) vs. Q2 2022
New holders
51
128 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: $4.62B
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, 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
Elequin Capital LP470$32.0K0.01%−517−52.4%Reduced
Mascoma Wealth Management LLC510$35.0K0.01%−13−2.5%Reduced
Assetmark, Inc513$35.0K0.00%+135+35.7%Added
Parallax Volatility Advisers, L.P.583$40.0K0.00%+583New
Wipfli Financial Advisors LLC,636$44.0K0.00%+636New
State of Wyoming651$45.0K0.02%−913−58.4%Reduced
Bleichroeder LP660$45.0K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC666$45.0K0.02%+666New
Nisa Investment Advisors, LLC700$49.0K0.00%−9,930−93.4%Reduced
Lindbrook Capital, LLC730$50.0K0.01%−33−4.3%Reduced
Quadrant Capital Group LLC726$50.0K0.01%+518+249.0%Added
Quent Capital, LLC786$54.0K0.01%+101+14.7%Added
Almanack Investment Partners, LLC.812$56.0K0.01%+812New
Islay Capital Management, LLC852$58.0K0.07%00.0%Unchanged
S.A. Mason LLC850$58.0K0.05%00.0%Unchanged
Steward Partners Investment Advisory, LLC970$67.0K0.00%−3,160−76.5%Reduced
Ellevest, Inc.973$67.0K0.01%−161−14.2%Reduced
Lazard Asset Management LLC1,072$73.0K0.00%−26,751−96.1%Reduced
Capital Analysts, LLC1,145$79.0K0.01%+289+33.8%Added
NuWave Investment Management, LLC1,183$81.0K0.09%+1,183New
TD Waterhouse Canada Inc.1,180$86.2K0.00%+24+2.1%Added
Itau Unibanco Holding S.A.1,443$99.0K0.00%+1,443New
C M Bidwell & Associates Ltd1,473$101.0K0.08%+3+0.2%Added
Johnson Financial Group, Inc.1,418$103.0K0.01%+130+10.1%Added
Neo Ivy Capital Management1,518$104.0K0.27%+1,518New
Point72 Hong Kong Ltd1,593$109.0K0.01%+1,593New
Harbor Investment Advisory, LLC1,648$113.0K0.02%00.0%Unchanged
Parallel Advisors, LLC1,721$118.0K0.01%+700+68.6%Added
Orion Capital Management LLC1,880$129.0K0.10%00.0%Unchanged
Global Retirement Partners, LLC1,977$147.0K0.01%+79+4.2%Added
American Portfolios Advisors2,193$150.4K0.01%+250+12.9%Added
National Bank of Canada2,270$156.0K0.00%+9+0.4%Added
SG Americas Securities, LLC2,710$186.0K0.00%−3,053−53.0%Reduced
WD Rutherford LLC2,862$196.0K0.16%00.0%Unchanged
Brown, Lisle/Cummings, Inc.2,925$200.6K0.12%00.0%Unchanged
Stephens Inc2,953$202.0K0.00%−281−8.7%Reduced
CIBC Asset Management Inc2,959$203.0K0.00%00.0%Unchanged
Fulton Bank, N.A.2,952$203.0K0.01%+88+3.1%Added
Wolverine Trading, LLC2,933$204.0K0.01%+2,933New
CWM Advisors, LLC2,999$206.0K0.03%−7,844−72.3%Reduced
Canada Pension Plan Investment Board3,000$206.0K0.00%+3,000New
TD Private Client Wealth LLC3,015$206.7K0.01%−7−0.2%Reduced
Creative Planning3,021$207.0K0.00%+395+15.0%Added
Petrus Trust Company, LTA3,077$211.0K0.03%+3,077New
Saddle Point Management, L.P.3,110$213.0K7.36%+3,110New
Baird Financial Group, Inc.3,235$221.0K0.00%−11,874−78.6%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,230$221.0K0.02%−1,444−30.9%Reduced
Mitsubishi UFJ Trust & Banking Corp3,265$224.0K0.00%+3,265New
Maryland Capital Management3,298$226.0K0.02%00.0%Unchanged
Kovack Advisors, Inc.3,317$227.0K0.03%+45+1.4%Added
American Trust3,333$229.0K0.02%−123−3.6%Reduced
Allspring Global Investments Holdings, LLC3,403$233.0K0.00%+3,403New
JustInvest LLC3,407$234.0K0.01%−1,065−23.8%Reduced
Thoroughbred Financial Services, LLC3,608$247.0K0.05%−169−4.5%Reduced
Utah Retirement Systems3,600$247.0K0.00%00.0%Unchanged
Shelton Capital Management3,621$248.0K0.01%−177−4.7%Reduced
Sweet Financial Partners, LLC3,825$262.0K0.08%00.0%Unchanged
Wolff Wiese Magana LLC3,880$266.0K0.21%−404−9.4%Reduced
Ritholtz Wealth Management3,888$267.0K0.01%−1,411−26.6%Reduced
IHT Wealth Management, LLC3,890$267.0K0.02%−51−1.3%Reduced
Prospera Financial Services Inc3,947$271.0K0.01%−2,402−37.8%Reduced
KRS Capital Management, LLC3,974$272.0K0.41%00.0%Unchanged
Profund Advisors LLC3,993$274.0K0.02%−442−10.0%Reduced
Russell Investments Group, Ltd.4,095$280.0K0.00%−3,748−47.8%Reduced
Fort Washington Investment Advisors Inc4,092$281.0K0.00%+945+30.0%Added
MQS Management LLC4,122$283.0K0.18%+4,122New
Boothbay Fund Management, LLC4,208$289.0K0.01%+1,123+36.4%Added
180 Wealth Advisors, LLC4,334$297.0K0.08%−97−2.2%Reduced
O'Shaughnessy Asset Management, LLC4,440$304.0K0.01%−3,556−44.5%Reduced
Strategy Asset Managers LLC4,429$304.0K0.08%+1,819+69.7%Added
Independent Financial Group, LLC4,447$304.9K0.03%−3,898−46.7%Reduced
Prelude Capital Management, LLC4,482$307.0K0.02%+4,482New
Polar Capital Holdings Plc4,586$314.0K0.00%00.0%Unchanged
GWM Advisors LLC4,659$319.0K0.01%−426−8.4%Reduced
HighTower Advisors, LLC4,717$321.0K0.00%+87+1.9%Added
Regent Investment Management LLC4,735$325.0K0.09%00.0%Unchanged
Hancock Whitney Corp4,762$327.0K0.01%−365−7.1%Reduced
Pictet Asset Management SA4,820$331.0K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC4,941$340.0K0.00%−375,259−98.7%Reduced
Chiron Investment Management, LLC5,002$343.0K0.07%−241,656−98.0%Reduced
BKD Wealth Advisors, LLC5,001$343.0K0.01%−300−5.7%Reduced
WR Wealth Planners, LLC5,021$344.3K0.24%+361+7.7%Added
Asset Management Corp5,035$345.0K0.28%00.0%Unchanged
FORA Capital, LLC5,032$345.0K0.07%+5,032New
Laffer Tengler Investments5,085$348.7K0.13%00.0%Unchanged
Keeley-Teton Advisors, LLC5,100$350.0K0.05%+2,000+64.5%Added
Greenleaf Trust5,133$352.0K0.01%−268−5.0%Reduced
Gateway Investment Advisers LLC5,168$354.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC5,305$363.0K0.02%+171+3.3%Added
Impax Asset Management Group plc5,697$391.0K0.00%+5,697New
Vestcor Inc5,764$395.0K0.01%+2,842+97.3%Added
Janney Montgomery Scott LLC5,897$404.0K0.00%+698+13.4%Added
Merlin Capital LLC6,000$411.0K0.95%−151−2.5%Reduced
JB Capital LLC6,041$414.0K0.05%−118−1.9%Reduced
Cornerstone Investment Partners, LLC6,142$421.0K0.03%+30.0%Added
Shell Asset Management Co6,220$427.0K0.02%−1,637−20.8%Reduced
Mercer Global Advisors Inc6,220$427.0K0.00%−254−3.9%Reduced
Securian Asset Management, Inc6,290$431.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC6,287$431.0K0.04%00.0%Unchanged
ProShare Advisors LLC6,488$444.0K0.00%−448−6.5%Reduced