Skip to main content

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
Vident Investment Advisory, LLC33,097$2.19M0.07%+3,214+10.8%Added
Engineers Gate Manager LP31,891$2.19M0.14%+31,891New
Brinker Capital Investments, LLC32,060$2.20M0.05%+572+1.8%Added
Jane Street Group, LLC33,239$2.28M0.00%−45,791−57.9%Reduced
Gotham Asset Management, LLC33,803$2.32M0.07%+17,035+101.6%Added
Citigroup Inc33,823$2.32M0.00%+8,417+33.1%Added
Truist Financial Corp34,339$2.35M0.00%+2,408+7.5%Added
Comerica Securities,inc.34,440$2.36M0.19%−1,018−2.9%Reduced
Romano Brothers and Company34,638$2.38M0.38%+34,638New
Federated Hermes, Inc.34,846$2.39M0.01%−2,482−6.6%Reduced
Yousif Capital Management, LLC35,247$2.42M0.03%−3,319−8.6%Reduced
Public Employees Retirement System of Ohio35,911$2.46M0.01%+323+0.9%Added
State of New Jersey Common Pension Fund D36,993$2.54M0.01%−3,889−9.5%Reduced
Raymond James Financial Services Advisors, Inc.37,603$2.58M0.01%−682−1.8%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group38,000$2.61M1.84%00.0%Unchanged
Versor Investments LP38,335$2.63M0.16%+20,228+111.7%Added
Man Group plc39,507$2.71M0.01%––
Walleye Capital LLC39,895$2.74M0.06%+39,895New
Susquehanna International Group, LLP44,195$3.03M0.01%−14,589−24.8%Reduced
MetLife Investment Management44,312$3.04M0.03%−559−1.2%Reduced
D. E. Shaw & Co., Inc.45,605$3.13M0.01%−12,163−21.1%Reduced
Great West Life Assurance Co46,266$3.17M0.01%−428−0.9%Reduced
Kovitz Investment Group Partners, LLC47,487$3.26M0.08%−4,248−8.2%Reduced
Stifel Financial Corp48,407$3.32M0.01%+1,376+2.9%Added
Amalgamated Bank49,427$3.39M0.03%−3,137−6.0%Reduced
LSV Asset Management49,500$3.39M0.01%−3,195−6.1%Reduced
Texas Permanent School Fund49,627$3.40M0.05%−620−1.2%Reduced
Penserra Capital Management LLC50,910$3.49M0.10%−3,637−6.7%Reduced
Macquarie Group Ltd50,305$3.51M0.00%+3,188+6.8%Added
Discovery Capital Management, LLC53,065$3.64M0.57%+53,065New
John G Ullman & Associates Inc54,243$3.72M0.65%−915−1.7%Reduced
Manufacturers Life Insurance Company, The56,036$3.84M0.00%−1,925−3.3%Reduced
Bridgewater Associates, LP56,374$3.87M0.02%+56,374New
King Luther Capital Management Corp57,465$3.94M0.02%+13,770+31.5%Added
Zenyatta Capital Management LP60,000$4.11M2.39%−12,500−17.2%Reduced
1492 Capital Management LLC62,653$4.30M3.10%+9,328+17.5%Added
Castleark Management LLC62,900$4.31M0.24%−1,400−2.2%Reduced
HSBC Holdings PLC62,600$4.36M0.01%+48,419+341.4%Added
Pekin Hardy Strauss, Inc.63,790$4.37M0.73%+6,710+11.8%Added
Cubist Systematic Strategies, LLC64,082$4.39M0.03%+21,996+52.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main64,743$4.44M0.01%−222−0.3%Reduced
Advisors Capital Management, LLC80,330$4.55M0.12%+853+1.1%Added
Two Sigma Advisers, LP68,942$4.73M0.01%−12,200−15.0%Reduced
Credit Suisse AG70,563$4.84M0.01%−4,778−6.3%Reduced
Barclays PLC72,099$4.94M0.01%+4,298+6.3%Added
Thrivent Financial for Lutherans72,643$4.98M0.01%+22,160+43.9%Added
Paradigm Capital Management Inc76,431$5.24M0.38%−22,969−23.1%Reduced
State Board of Administration of Florida Retirement System78,889$5.41M0.01%−2,170−2.7%Reduced
Westpac Banking Corp81,845$5.61M0.09%−6,686−7.6%Reduced
PEAK6 Investments LLC83,096$5.70M0.21%+83,096New
Colony Capital, Inc.84,379$5.79M0.87%+22,330+36.0%Added
Advisor Group Holdings, Inc.85,889$5.89M0.01%+494+0.6%Added
California State Teachers Retirement System86,764$5.95M0.01%−4,541−5.0%Reduced
Verition Fund Management LLC89,258$6.12M0.08%+85,673+2,389.8%Added
AQR Capital Management LLC90,704$6.22M0.02%−35,822−28.3%Reduced
Smith, Graham & Co., Investment Advisors, LP90,929$6.24M0.83%−5,682−5.9%Reduced
F&V Capital Management, LLC91,845$6.30M2.43%+590+0.6%Added
New York State Common Retirement Fund93,862$6.44M0.01%−1,412−1.5%Reduced
Comerica Bank91,267$6.61M0.06%−24,323−21.0%Reduced
SEI Investments Co98,738$6.77M0.02%+58,474+145.2%Added
New York State Teachers Retirement System99,505$6.82M0.02%−400−0.4%Reduced
Mutual of America Capital Management LLC103,496$7.10M0.10%−6,019−5.5%Reduced
American International Group, Inc.108,885$7.47M0.05%−5,115−4.5%Reduced
Nordea Investment Management AB107,657$7.55M0.01%+284+0.3%Added
Susquehanna Fundamental Investments, LLC111,237$7.63M0.13%+111,237New
Kornitzer Capital Management Inc115,607$7.93M0.17%−6,314−5.2%Reduced
Tocqueville Asset Management L.P.116,235$7.97M0.16%−1,200−1.0%Reduced
Easterly Investment Partners LLC118,003$8.09M0.78%−1,755−1.5%Reduced
UBS Asset Management Americas Inc118,812$8.15M0.00%−22,804−16.1%Reduced
Twinbeech Capital LP119,567$8.20M0.22%+119,567New
First Trust Advisors LP120,334$8.25M0.01%−23,979−16.6%Reduced
Natixis Advisors, L.P.126,996$8.71M0.04%−3,073−2.4%Reduced
Arnhold LLC128,082$8.78M1.18%−51,349−28.6%Reduced
Pacer Advisors, Inc.133,909$9.18M0.06%−26,289−16.4%Reduced
Front Street Capital Management, Inc.134,790$9.24M2.34%−107−0.1%Reduced
Deutsche Bank AG135,022$9.26M0.01%+51,553+61.8%Added
Legal & General Group Plc137,206$9.41M0.00%−3,034−2.2%Reduced
Raymond James & Associates140,539$9.64M0.01%−13,649−8.9%Reduced
Wells Fargo & Company141,247$9.69M0.00%−2,416−1.7%Reduced
UBS Group AG141,456$9.70M0.01%+10,796+8.3%Added
Envestnet Asset Management Inc143,386$9.83M0.01%+5,813+4.2%Added
Fuller & Thaler Asset Management, Inc.144,740$9.93M0.07%−166,930−53.6%Reduced
Community Trust & Investment Co146,361$10.0M0.96%−3,984−2.6%Reduced
Renaissance Technologies LLC155,000$10.6M0.02%−15,000−8.8%Reduced
Intrinsic Edge Capital Management LLC156,558$10.7M1.20%+156,558New
Scout Investments, Inc.161,000$11.0M0.23%−250.0%Reduced
Swiss National Bank163,615$11.2M0.01%−6,500−3.8%Reduced
California Public Employees Retirement System165,246$11.3M0.01%+13,972+9.2%Added
Victory Capital Management Inc165,324$11.3M0.01%−17,629−9.6%Reduced
Hallmark Capital Management Inc166,021$11.4M1.14%+8,038+5.1%Added
Loomis Sayles & Co L P174,666$12.0M0.02%−11,415−6.1%Reduced
LPL Financial LLC182,012$12.5M0.01%+4,623+2.6%Added
Peregrine Capital Management LLC187,832$12.9M0.42%+7,674+4.3%Added
Invesco Ltd.200,583$13.8M0.00%−53,397−21.0%Reduced
Rhumbline Advisers203,771$14.0M0.02%−910.0%Reduced
North Growth Management Ltd.205,000$14.1M3.52%00.0%Unchanged
Marshall Wace, LLP206,578$14.2M0.04%+200,514+3,306.6%Added
Goldman Sachs Group Inc206,636$14.2M0.00%+36,439+21.4%Added
Leeward Investments, LLC - MA214,596$14.7M0.70%+62,130+40.8%Added
JPMorgan Chase & Co224,461$15.4M0.00%+11,760+5.5%Added