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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
AdvisorNet Financial, Inc35$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.36$2.00K0.00%+4+12.5%Added
Parkside Financial Bank & Trust34$2.00K0.00%+6+21.4%Added
Versant Capital Management, Inc23$2.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC25$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.31$2.00K0.00%00.0%Unchanged
Schubert & Co34$2.00K0.00%+9+36.0%Added
Godsey & Gibb Associates31$2.00K0.00%+31New
Farmers & Merchants Investments Inc32$2.00K0.00%+32New
Sutton Wealth Advisors Inc.20$1.37K0.00%−2−9.1%Reduced
JFS Wealth Advisors, LLC18$1.00K0.00%−51−73.9%Reduced
Salem Investment Counselors Inc20$1.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC20$1.00K0.00%00.0%Unchanged
Washington Trust Co19$1.00K0.00%+2+11.8%Added
Institutional & Family Asset Management, LLC11$1.00K0.00%00.0%Unchanged
Aua Capital Management, LLC8$1.00K0.00%−8−50.0%Reduced
BDO Wealth Advisors, LLC8$1.00K0.00%00.0%Unchanged
Investors Research Corp8$1.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC16$1.00K0.00%00.0%Unchanged
Leelyn Smith, LLC10$1.00K0.00%00.0%Unchanged
TSFG, LLC15$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC17$1.00K0.00%+5+41.7%Added
Ten Capital Wealth Advisors, LLC13$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc12$1.00K0.00%−5−29.4%Reduced
Gibson Wealth Advisors LLC8$1.00K0.00%00.0%Unchanged
Covington Capital Management12$1.00K0.00%+12New
SJS Investment Consulting Inc.9$1.00K0.00%+9New
Archer Investment Corp13$8910.00%00.0%Unchanged
Stonebridge Capital Advisors LLC7$00.00%00.0%Unchanged
Howe & Rusling Inc2$00.00%00.0%Unchanged
Ci Investments Inc.4$00.00%00.0%Unchanged
Lee Financial Co5$00.00%00.0%Unchanged
First Horizon Advisors, Inc.11$00.00%00.0%Unchanged
Surevest, LLC1$00.00%00.0%Unchanged
JJJ Advisors Inc.1$00.00%00.0%Unchanged
Sargent Bickham Lagudis LLC2$00.00%00.0%Unchanged
McIlrath & Eck, LLC1$00.00%−1−50.0%Reduced
Bogart Wealth, LLC4$00.00%+2+100.0%Added
O'Dell Group, LLC1$00.00%00.0%Unchanged
PFG Private Wealth Management, LLC2$00.00%00.0%Unchanged
RWM Asset Management, LLC5$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$00.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%+1New
Whale Rock Capital Management LLC0$00.00%−863,115−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−337,879−100.0%Sold out
Channing Capital Management, LLC0$00.00%−118,976−100.0%Sold out
Twin Tree Management, LP0$00.00%−110,344−100.0%Sold out
Shellback Capital, LP0$00.00%−99,492−100.0%Sold out
Two Sigma Investments, LP0$00.00%−84,515−100.0%Sold out
Force Hill Capital Management LP0$00.00%−83,700−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−59,552−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−54,644−100.0%Sold out
Employees Retirement System of Texas0$00.00%−34,800−100.0%Sold out
HRT Financial LP0$00.00%−30,217−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−28,056−100.0%Sold out
Cinctive Capital Management LP0$00.00%−25,258−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−23,201−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−20,500−100.0%Sold out
DuPont Capital Management Corp0$00.00%−15,344−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−7,670−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−6,250−100.0%Sold out
Donoghue Forlines LLC0$00.00%−6,219−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−5,996−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,954−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−5,722−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−5,445−100.0%Sold out
Nomura Holdings Inc0$00.00%−4,678−100.0%Sold out
First Pacific Financial0$00.00%−4,263−100.0%Sold out
Zeke Capital Advisors, LLC0$00.00%−3,350−100.0%Sold out
Jefferies Group LLC0$00.00%−3,177−100.0%Sold out
Bellecapital International Ltd.0$00.00%−3,074−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−3,000−100.0%Sold out
Oak Thistle LLC0$00.00%−2,943−100.0%Sold out
Quantinno Capital Management LP0$00.00%−2,923−100.0%Sold out
AE Wealth Management LLC0$00.00%−2,901−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−2,896−100.0%Sold out
Hoylecohen, LLC0$00.00%−2,874−100.0%Sold out
Magnetar Financial LLC0$00.00%−2,808−100.0%Sold out
Advisor Resource Council0$00.00%−2,813−100.0%Sold out
Cetera Advisors LLC0$00.00%−2,757−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−2,744−100.0%Sold out
Panagora Asset Management Inc0$00.00%−2,679−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−2,638−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−2,620−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−2,031−100.0%Sold out
Paloma Partners Management Co0$00.00%−2,000−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−1,863−100.0%Sold out
Captrust Financial Advisors0$00.00%−1,612−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−1,325−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−585−100.0%Sold out
Amundi0$00.00%−221−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−231−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−132−100.0%Sold out
Logan Capital Management Inc0$00.00%−108−100.0%Sold out
Manchester Capital Management LLC0$00.00%−114−100.0%Sold out
Sterling Investment Advisors, Ltd.0$00.00%−100−100.0%Sold out
Spire Wealth Management0$00.00%−88−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−73−100.0%Sold out
Curi Capital0$00.00%−76−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−50−100.0%Sold out