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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
D.A. Davidson & Co.6,478$444.0K0.01%+1,400+27.6%Added
Industrial Alliance Investment Management Inc.6,588$452.0K0.01%00.0%Unchanged
Park Avenue Securities LLC6,718$461.0K0.01%+133+2.0%Added
Winton Group Ltd6,732$462.0K0.03%−6,961−50.8%Reduced
Tower Research Capital LLC (TRC)6,793$466.0K0.01%+640+10.4%Added
Echo Street Capital Management LLC6,891$473.0K0.00%+6,891New
Silvercrest Asset Management Group LLC6,947$476.0K0.00%+100+1.5%Added
Washington Capital Management Inc7,100$486.8K0.49%+1,800+34.0%Added
First Republic Investment Management, Inc.7,148$490.0K0.00%−1,279−15.2%Reduced
Northwestern Mutual Wealth Management Co7,300$501.0K0.00%−157−2.1%Reduced
Pinnacle Wealth Management Advisory Group, LLC7,315$502.0K0.08%−1,660−18.5%Reduced
Rockefeller Capital Management L.P.7,625$522.0K0.00%+5,483+256.0%Added
Keebeck Alpha, LP7,870$540.0K0.29%−835−9.6%Reduced
Xponance, Inc.8,145$559.0K0.01%−107−1.3%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,248$566.0K0.03%+3,021+57.8%Added
Supplemental Annuity Collective Trust of NJ8,500$583.0K0.25%00.0%Unchanged
Illinois Municipal Retirement Fund8,720$598.0K0.01%00.0%Unchanged
First Manhattan Co8,795$603.0K0.00%−3,050−25.7%Reduced
Hussman Strategic Advisors, Inc.9,300$638.0K0.11%00.0%Unchanged
Prudential Financial Inc9,344$649.0K0.00%+24+0.3%Added
Westport Asset Management Inc9,500$651.0K0.41%00.0%Unchanged
Kestra Advisory Services, LLC9,893$678.0K0.01%+1,134+12.9%Added
Public Employees Retirement Association of Colorado9,912$680.0K0.00%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC9,965$683.0K0.02%−1,585−13.7%Reduced
Atom Investors LP9,956$683.0K0.24%+9,956New
Commonwealth Equity Services, LLC10,019$687.0K0.00%−1,392−12.2%Reduced
Synovus Financial Corp10,359$711.0K0.01%00.0%Unchanged
AIA Group Ltd10,400$713.0K0.05%−8,700−45.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,630$729.0K0.00%−184−1.7%Reduced
Van Hulzen Asset Management, LLC10,776$739.0K0.09%+399+3.8%Added
New Mexico Educational Retirement Board10,800$741.0K0.04%00.0%Unchanged
Integrated Advisors Network LLC10,957$751.0K0.05%−243−2.2%Reduced
State of Alaska, Department of Revenue11,037$756.0K0.01%−310−2.7%Reduced
Graham Capital Management, L.P.11,037$756.0K0.03%+2,455+28.6%Added
Virtu Financial LLC11,075$759.0K0.07%+11,075New
Virginia Retirement Systems Et Al11,200$768.0K0.01%+11,200New
Pathstone Family Office, LLC11,124$773.2K0.01%+787+7.6%Added
Handelsbanken Fonder AB11,447$785.0K0.01%00.0%Unchanged
NJ State Employees Deferred Compensation Plan11,475$787.0K0.13%00.0%Unchanged
Werlinich Asset Management, LLC11,522$790.1K0.81%−160−1.4%Reduced
AlphaCrest Capital Management LLC11,562$793.0K0.05%+4,729+69.2%Added
Mariner, LLC11,748$806.0K0.00%+849+7.8%Added
Teza Capital Management LLC11,821$811.0K0.17%+11,821New
Green Alpha Advisors, LLC11,889$815.0K0.69%+68+0.6%Added
American Century Companies Inc12,009$823.0K0.00%−107,501−90.0%Reduced
CenterBook Partners LP12,135$832.0K0.16%−18,044−59.8%Reduced
Walleye Trading LLC12,150$833.0K0.03%+11,306+1,339.6%Added
Carnegie Capital Asset Management, LLC12,520$858.0K0.04%00.0%Unchanged
TrinityPoint Wealth, LLC12,582$863.0K0.20%+105+0.8%Added
Janus Henderson Group PLC13,254$909.0K0.00%−1,000−7.0%Reduced
Aquatic Capital Management LLC13,300$912.0K0.09%+10,500+375.0%Added
STRS Ohio13,348$915.0K0.00%+962+7.8%Added
Livforsakringsbolaget Skandia, Omsesidigt13,400$919.0K0.11%−1,000−6.9%Reduced
Campbell & CO Investment Adviser LLC13,403$919.0K0.21%+13,403New
South Dakota Investment Council13,750$943.0K0.02%00.0%Unchanged
Caxton Associates LP13,951$957.0K0.16%+13,951New
Belpointe Asset Management LLC13,975$958.0K0.06%−290−2.0%Reduced
Guggenheim Capital LLC14,083$965.0K0.01%−812−5.5%Reduced
Liontrust Investment Partners LLP15,000$1.03M0.02%00.0%Unchanged
Fifth Third Bancorp15,340$1.05M0.01%−1,771−10.4%Reduced
Neuberger Berman Group LLC15,230$1.05M0.00%+9,692+175.0%Added
Oppenheimer Asset Management Inc.15,714$1.08M0.02%+159+1.0%Added
Cambridge Investment Research Advisors, Inc.15,777$1.08M0.01%−1,086−6.4%Reduced
Princeton Capital Management LLC16,058$1.10M0.48%+431+2.8%Added
Dynamic Technology Lab Private Ltd16,210$1.11M0.11%+16,210New
DekaBank Deutsche Girozentrale16,405$1.13M0.00%−10,675−39.4%Reduced
Johnson Investment Counsel Inc16,631$1.14M0.02%+135+0.8%Added
Rothschild Investment Corp16,958$1.16M0.11%−159−0.9%Reduced
Cetera Investment Advisers17,295$1.19M0.02%−2,917−14.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.17,302$1.19M0.00%+17,302New
Thompson Investment Management, Inc.17,333$1.19M0.23%−167−1.0%Reduced
State of Michigan Retirement System17,428$1.20M0.01%−100−0.6%Reduced
IFP Advisors, Inc18,529$1.20M0.04%+341+1.9%Added
Federation des caisses Desjardins du Quebec17,826$1.22M0.01%00.0%Unchanged
US Bancorp17,847$1.23M0.00%+762+4.5%Added
Voya Investment Management LLC17,923$1.23M0.00%−407−2.2%Reduced
Redwood Investment Management, LLC18,120$1.24M0.26%−53,400−74.7%Reduced
Louisiana State Employees Retirement System18,400$1.26M0.04%+300+1.7%Added
Arizona State Retirement System18,751$1.29M0.01%−815−4.2%Reduced
McDonald Partners LLC18,922$1.30M0.49%−101−0.5%Reduced
United Capital Financial Advisers, LLC19,688$1.35M0.01%−41,037−67.6%Reduced
First Hawaiian Bank20,046$1.38M0.05%+1,876+10.3%Added
Crossmark Global Holdings, Inc.20,057$1.38M0.04%−1,259−5.9%Reduced
Oregon Public Employees Retirement Fund20,156$1.38M0.02%−600−2.9%Reduced
Eaton Vance Management20,171$1.38M0.00%+494+2.5%Added
Royal Bank of Canada20,859$1.43M0.00%+2,913+16.2%Added
MML Investors Services, LLC22,240$1.52M0.01%−1,778−7.4%Reduced
Squarepoint Ops LLC22,621$1.55M0.01%−7,010−23.7%Reduced
Teacher Retirement System of Texas22,921$1.57M0.01%+11,355+98.2%Added
Regions Financial Corp23,125$1.59M0.02%+2,239+10.7%Added
Ensign Peak Advisors, Inc23,593$1.62M0.00%−3,960−14.4%Reduced
State of Tennessee, Treasury Department26,910$1.84M0.01%−16,614−38.2%Reduced
Value Holdings Management Co. LLC27,000$1.85M0.46%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,357$1.88M0.02%+41+0.2%Added
The PNC Financial Services Group, Inc.27,851$1.91M0.00%+3,136+12.7%Added
Ameritas Investment Partners, Inc.28,445$1.95M0.09%−656−2.3%Reduced
Bridge City Capital, LLC29,145$2.00M1.10%+995+3.5%Added
Bank of Montreal28,708$2.02M0.00%−37,238−56.5%Reduced
Treasurer of the State of North Carolina29,549$2.03M0.01%+390+1.3%Added
IMA Wealth, Inc.29,962$2.05M0.55%−4,041−11.9%Reduced