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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, Q4 2022

Institutional positions in Lumentum Holdings Inc. as of Dec 31, 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
429
−4 vs. Q3 2022
Shares held
63.0M
−4.29M (−6.4%) vs. Q3 2022
Total value
$3.29B
−$1.33B (−28.8%) vs. Q3 2022
New holders
72
112 more added
Sold out
76
168 more reduced

10 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 429 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 heldQ4 2022: $3.29B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q3 2022.

Institutions holding LITE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.245$12.8K0.00%00.0%Unchanged
Blume Capital Management, Inc.250$13.0K0.00%00.0%Unchanged
MinichMacGregor Wealth Management, LLC292$15.2K0.01%+292New
Lindbrook Capital, LLC298$15.5K0.00%−432−59.2%Reduced
Cutler Group LP310$16.0K0.00%+310New
Kistler-Tiffany Companies, LLC312$16.3K0.00%00.0%Unchanged
Sandy Spring Bank322$16.8K0.00%00.0%Unchanged
Richelieu Gestion PLC331$17.0K0.02%00.0%Unchanged
Wolverine Asset Management LLC381$19.9K0.00%+381New
Financial Management Professionals, Inc.375$20.0K0.00%−5−1.3%Reduced
Amundi355$20.1K0.00%+355New
Proequities, Inc.398$20.8K0.00%−46−10.4%Reduced
Cambridge Trust Co400$21.0K0.00%00.0%Unchanged
Private Trust Co NA407$21.0K0.00%+10+2.5%Added
Advisors Asset Management, Inc.416$21.7K0.00%−39−8.6%Reduced
AllSquare Wealth Management LLC450$23.5K0.02%00.0%Unchanged
Islay Capital Management, LLC490$25.6K0.03%−362−42.5%Reduced
Tompkins Financial Corp500$26.0K0.00%+500New
Mascoma Wealth Management LLC510$26.6K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.416$28.0K0.00%+124+42.5%Added
Westside Investment Management, Inc.562$29.0K0.00%+400+246.9%Added
Gibson Wealth Advisors LLC504$31.0K0.00%+496+6,200.0%Added
State of Wyoming638$33.3K0.01%−13−2.0%Reduced
Bleichroeder LP660$34.4K0.01%00.0%Unchanged
Russell Investments Group, Ltd.688$35.9K0.00%−3,407−83.2%Reduced
Assetmark, Inc694$36.2K0.00%+181+35.3%Added
Quent Capital, LLC702$36.6K0.01%−84−10.7%Reduced
Ellevest, Inc.727$37.9K0.00%−246−25.3%Reduced
Johnson Financial Group, Inc.742$38.7K0.00%−676−47.7%Reduced
Steward Partners Investment Advisory, LLC776$40.5K0.00%−194−20.0%Reduced
Signaturefd, LLC793$41.4K0.00%+517+187.3%Added
S.A. Mason LLC850$44.3K0.03%00.0%Unchanged
Quadrant Capital Group LLC901$47.0K0.01%+175+24.1%Added
Advisory Services Network, LLC959$50.0K0.00%+959New
Parallel Advisors, LLC1,028$53.6K0.00%−693−40.3%Reduced
CWM, LLC1,080$56.0K0.00%+638+144.3%Added
Park Place Capital Corp1,078$56.0K0.02%+1,078New
TD Waterhouse Canada Inc.1,154$62.2K0.00%−26−2.2%Reduced
Hallmark Capital Management Inc1,543$80.5K0.01%−164,478−99.1%Reduced
Harbor Investment Advisory, LLC1,648$86.0K0.01%00.0%Unchanged
National Bank of Canada1,680$87.6K0.00%−590−26.0%Reduced
Money Concepts Capital Corp1,763$92.0K0.00%+1,686+2,189.6%Added
Global Retirement Partners, LLC2,021$105.4K0.01%+44+2.2%Added
GWM Advisors LLC2,221$115.9K0.00%−2,438−52.3%Reduced
WD Rutherford LLC2,862$149.3K0.12%00.0%Unchanged
TD Private Client Wealth LLC2,878$150.1K0.01%−137−4.5%Reduced
Brown, Lisle/Cummings, Inc.2,925$152.6K0.08%00.0%Unchanged
Rockefeller Capital Management L.P.3,149$164.0K0.00%−4,476−58.7%Reduced
Wolff Wiese Magana LLC3,735$194.9K0.17%−145−3.7%Reduced
Belpointe Asset Management LLC3,753$195.8K0.01%−10,222−73.1%Reduced
Prospera Financial Services Inc3,836$200.1K0.01%−111−2.8%Reduced
D.A. Davidson & Co.3,853$201.0K0.00%−2,625−40.5%Reduced
Snowden Capital Advisors LLC3,878$202.3K0.01%−1,427−26.9%Reduced
Verition Fund Management LLC3,916$204.3K0.00%−85,342−95.6%Reduced
Strategy Asset Managers LLC4,086$213.0K0.05%−343−7.7%Reduced
Profund Advisors LLC4,141$216.0K0.01%+148+3.7%Added
CWM Advisors, LLC4,503$234.9K0.03%+1,504+50.2%Added
Hancock Whitney Corp4,545$237.0K0.01%−217−4.6%Reduced
Boothbay Fund Management, LLC4,653$242.7K0.01%+445+10.6%Added
Two Sigma Securities, LLC4,653$242.7K0.03%+4,653New
Fox Run Management, L.L.C.4,675$243.9K0.10%+4,675New
Regent Investment Management LLC4,735$247.0K0.07%00.0%Unchanged
Greenleaf Trust4,798$250.0K0.00%−335−6.5%Reduced
Mitsubishi UFJ Trust & Banking Corp4,798$250.3K0.00%+1,533+47.0%Added
Asset Management Corp5,000$260.9K0.22%−35−0.7%Reduced
BKD Wealth Advisors, LLC5,000$260.9K0.01%−10.0%Reduced
HighTower Advisors, LLC5,053$263.0K0.00%+336+7.1%Added
WR Wealth Planners, LLC5,075$264.8K0.16%+54+1.1%Added
Gateway Investment Advisers LLC5,140$268.2K0.00%−28−0.5%Reduced
Shell Asset Management Co5,155$269.0K0.01%−1,065−17.1%Reduced
Vestcor Inc5,274$275.0K0.01%−490−8.5%Reduced
Crossmark Global Holdings, Inc.5,318$278.0K0.01%−14,739−73.5%Reduced
Impax Asset Management Group plc5,481$285.9K0.00%−216−3.8%Reduced
Neuberger Berman Group LLC5,492$286.5K0.00%−9,738−63.9%Reduced
Maryland State Retirement & Pension System5,722$298.5K0.01%+5,722New
Oak Thistle LLC5,752$300.1K0.64%+5,752New
Bank of Nova Scotia5,854$305.4K0.00%+5,854New
Magnetar Financial LLC5,871$306.0K0.01%+5,871New
Allspring Global Investments Holdings, LLC5,874$306.4K0.00%+2,471+72.6%Added
Pinnacle Wealth Management Advisory Group, LLC5,925$309.1K0.05%−1,390−19.0%Reduced
Connacht Asset Management LP6,006$313.3K0.63%+6,006New
Ergoteles LLC6,047$315.5K0.01%+6,047New
Northwestern Mutual Wealth Management Co6,135$320.1K0.00%−1,165−16.0%Reduced
Cornerstone Investment Partners, LLC6,143$320.5K0.02%+10.0%Added
Campbell & CO Investment Adviser LLC6,148$320.7K0.08%−7,255−54.1%Reduced
Securian Asset Management, Inc6,190$322.9K0.01%−100−1.6%Reduced
JB Capital LLC6,287$328.0K0.03%+246+4.1%Added
ExodusPoint Capital Management, LP6,299$329.0K0.01%+6,299New
Northwestern Mutual Investment Management Company, LLC6,311$329.2K0.01%−3,654−36.7%Reduced
Sweet Financial Partners, LLC6,325$330.0K0.10%+2,500+65.4%Added
Simplex Trading, LLC6,457$336.0K0.02%+6,457New
Advisors Capital Management, LLC6,504$339.0K0.01%−73,826−91.9%Reduced
Teza Capital Management LLC6,553$341.9K0.07%−5,268−44.6%Reduced
Industrial Alliance Investment Management Inc.6,588$344.0K0.01%00.0%Unchanged
Park Avenue Securities LLC6,635$346.0K0.01%−83−1.2%Reduced
Merlin Capital LLC6,685$348.8K0.86%+685+11.4%Added
Cambridge Investment Research Advisors, Inc.6,765$353.0K0.00%−9,012−57.1%Reduced
Canada Pension Plan Investment Board6,900$360.0K0.00%+3,900+130.0%Added
Blueshift Asset Management, LLC6,920$361.0K0.17%+6,920New
Commonwealth Equity Services, LLC6,998$365.0K0.00%−3,021−30.2%Reduced