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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
Ameritas Investment Partners, Inc.28,445$1.63M0.07%00.0%Unchanged
Federated Hermes, Inc.33,745$1.76M0.00%−1,101−3.2%Reduced
Natixis Advisors, L.P.34,151$1.78M0.01%−92,845−73.1%Reduced
Comerica Bank31,171$1.81M0.01%−60,096−65.8%Reduced
Yousif Capital Management, LLC34,895$1.82M0.02%−352−1.0%Reduced
Walleye Capital LLC35,285$1.84M0.04%−4,610−11.6%Reduced
Public Employees Retirement System of Ohio35,404$1.85M0.01%−507−1.4%Reduced
Voya Investment Management LLC35,809$1.87M0.00%+17,886+99.8%Added
Romano Brothers and Company36,150$1.89M0.29%+1,512+4.4%Added
Raymond James Financial Services Advisors, Inc.37,413$1.95M0.00%−190−0.5%Reduced
Man Group plc37,607$1.96M0.01%−1,900−4.8%Reduced
Aquatic Capital Management LLC37,700$1.97M0.14%+24,400+183.5%Added
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group38,000$1.98M1.53%00.0%Unchanged
Macquarie Group Ltd38,768$2.02M0.00%−11,537−22.9%Reduced
Marex Group plc39,035$2.04M0.29%+39,035New
State of New Jersey Common Pension Fund D42,106$2.20M0.01%+5,113+13.8%Added
MetLife Investment Management42,937$2.24M0.02%−1,375−3.1%Reduced
Kovitz Investment Group Partners, LLC43,601$2.27M0.05%−3,886−8.2%Reduced
Texas Permanent School Fund45,850$2.39M0.04%−3,777−7.6%Reduced
Schonfeld Strategic Advisors LLC46,600$2.43M0.02%+41,659+843.1%Added
Jane Street Group, LLC46,648$2.43M0.00%+13,409+40.3%Added
Stifel Financial Corp47,508$2.48M0.00%−899−1.9%Reduced
HSBC Holdings PLC49,025$2.53M0.00%−13,575−21.7%Reduced
LSV Asset Management51,700$2.70M0.01%+2,200+4.4%Added
Holocene Advisors, LP52,450$2.74M0.02%−831,706−94.1%Reduced
Jump Financial, LLC52,699$2.75M0.14%+52,699New
King Luther Capital Management Corp53,654$2.80M0.02%−3,811−6.6%Reduced
Manufacturers Life Insurance Company, The55,197$2.88M0.00%−839−1.5%Reduced
Great West Life Assurance Co55,271$2.89M0.01%+9,005+19.5%Added
Mutual of America Capital Management LLC56,031$2.92M0.04%−47,465−45.9%Reduced
Occudo Quantitative Strategies LP56,279$2.94M0.34%+56,279New
Amalgamated Bank58,737$3.06M0.03%+9,310+18.8%Added
Paradigm Capital Management Inc59,500$3.10M0.21%−16,931−22.2%Reduced
PEAK6 Investments LLC61,059$3.19M0.18%−22,037−26.5%Reduced
UBS Group AG62,110$3.24M0.00%−79,346−56.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main64,743$3.38M0.01%00.0%Unchanged
Penserra Capital Management LLC68,280$3.56M0.08%+17,370+34.1%Added
Silvercrest Asset Management Group LLC71,262$3.72M0.03%+64,315+925.8%Added
Westpac Banking Corp75,317$3.93M0.06%−6,528−8.0%Reduced
State Board of Administration of Florida Retirement System79,009$4.12M0.01%+120+0.2%Added
John G Ullman & Associates Inc80,318$4.19M0.67%+26,075+48.1%Added
Advisor Group Holdings, Inc.82,837$4.32M0.01%−3,052−3.6%Reduced
BNP Paribas Arbitrage, SA84,131$4.39M0.01%+84,131New
Teachers Retirement System of the State of Kentucky85,553$4.46M0.05%−289,269−77.2%Reduced
Squarepoint Ops LLC86,270$4.50M0.03%+63,649+281.4%Added
California State Teachers Retirement System86,609$4.52M0.01%−155−0.2%Reduced
CenterBook Partners LP87,485$4.56M0.75%+75,350+620.9%Added
Raymond James & Associates88,425$4.61M0.00%−52,114−37.1%Reduced
State of Wisconsin Investment Board88,989$4.64M0.01%−219,169−71.1%Reduced
Qube Research & Technologies Ltd91,629$4.78M0.03%−212,800−69.9%Reduced
F&V Capital Management, LLC91,645$4.78M1.59%−200−0.2%Reduced
SEI Investments Co92,850$4.84M0.01%−5,888−6.0%Reduced
New York State Teachers Retirement System94,391$4.92M0.01%−5,114−5.1%Reduced
Smith, Graham & Co., Investment Advisors, LP94,939$4.95M0.61%+4,010+4.4%Added
Susquehanna International Group, LLP97,424$5.08M0.01%+53,229+120.4%Added
Needham Investment Management LLC100,000$5.22M0.94%+100,000New
Polar Asset Management Partners Inc.100,000$5.22M0.07%+100,000New
Nordea Investment Management AB105,299$5.37M0.01%−2,358−2.2%Reduced
Pekin Hardy Strauss, Inc.103,094$5.38M0.85%+39,304+61.6%Added
New York State Common Retirement Fund105,391$5.50M0.01%+11,529+12.3%Added
American International Group, Inc.106,216$5.54M0.04%−2,669−2.5%Reduced
Marshall Wace, LLP107,819$5.62M0.01%−98,759−47.8%Reduced
Tocqueville Asset Management L.P.109,235$5.70M0.11%−7,000−6.0%Reduced
UBS Asset Management Americas Inc110,289$5.75M0.00%−8,523−7.2%Reduced
Kornitzer Capital Management Inc115,607$6.03M0.12%00.0%Unchanged
Credit Suisse AG115,970$6.05M0.01%+45,407+64.3%Added
AQR Capital Management LLC123,097$6.28M0.01%+32,393+35.7%Added
Community Trust & Investment Co123,094$6.42M0.58%−23,267−15.9%Reduced
Front Street Capital Management, Inc.124,959$6.52M1.57%−9,831−7.3%Reduced
Deutsche Bank AG126,832$6.62M0.00%−8,190−6.1%Reduced
Envestnet Asset Management Inc128,947$6.73M0.00%−14,439−10.1%Reduced
Colony Capital, Inc.132,885$6.93M1.03%+48,506+57.5%Added
D. E. Shaw & Co., Inc.136,749$7.13M0.01%+91,144+199.9%Added
Cubist Systematic Strategies, LLC136,768$7.14M0.06%+72,686+113.4%Added
Legal & General Group Plc137,919$7.20M0.00%+713+0.5%Added
Fuller & Thaler Asset Management, Inc.144,555$7.54M0.05%−185−0.1%Reduced
Bridgewater Associates, LP146,239$7.63M0.04%+89,865+159.4%Added
Wells Fargo & Company148,241$7.73M0.00%+6,994+5.0%Added
California Public Employees Retirement System153,594$8.01M0.01%−11,652−7.1%Reduced
Arnhold LLC157,123$8.20M1.00%+29,041+22.7%Added
Swiss National Bank164,515$8.58M0.01%+900+0.6%Added
Loomis Sayles & Co L P170,083$8.87M0.02%−4,583−2.6%Reduced
Kennedy Capital Management, Inc.175,420$9.15M0.26%−82,293−31.9%Reduced
LPL Financial LLC179,206$9.35M0.01%−2,806−1.5%Reduced
JPMorgan Chase & Co185,016$9.65M0.00%−39,445−17.6%Reduced
Peregrine Capital Management LLC185,116$9.66M0.30%−2,716−1.4%Reduced
Woodline Partners LP204,726$10.7M0.15%−59,553−22.5%Reduced
North Growth Management Ltd.205,000$10.7M2.44%00.0%Unchanged
Rhumbline Advisers212,012$11.1M0.01%+8,241+4.0%Added
Nuveen Asset Management, LLC241,981$12.6M0.00%−646,036−72.8%Reduced
Leeward Investments, LLC - MA255,944$13.4M0.59%+41,348+19.3%Added
Principal Financial Group Inc267,580$14.0M0.01%−1,489−0.6%Reduced
Retirement Systems of Alabama277,390$14.5M0.06%+44,557+19.1%Added
Two Sigma Advisers, LP277,700$14.5M0.04%+208,758+302.8%Added
Invesco Ltd.294,775$15.4M0.00%+94,192+47.0%Added
Goldman Sachs Group Inc307,895$16.1M0.00%+101,259+49.0%Added
Eagle Asset Management Inc304,580$16.1M0.10%+55,618+22.3%Added
Pacer Advisors, Inc.310,428$16.2M0.08%+176,519+131.8%Added
Two Sigma Investments, LP395,309$20.6M0.07%+395,309New
Renaissance Technologies LLC417,038$21.8M0.03%+262,038+169.1%Added