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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
Institutional & Family Asset Management, LLC11$5740.00%00.0%Unchanged
First Horizon Advisors, Inc.11$5730.00%00.0%Unchanged
Leelyn Smith, LLC10$5220.00%00.0%Unchanged
Aua Capital Management, LLC8$4170.00%00.0%Unchanged
BDO Wealth Advisors, LLC8$4170.00%00.0%Unchanged
Investors Research Corp8$4170.00%00.0%Unchanged
CoreCap Advisors, LLC8$4170.00%+8New
Huntington National Bank5$2610.00%−196−97.5%Reduced
Cedar Wealth Management, LLC5$2610.00%−15−75.0%Reduced
Ten Capital Wealth Advisors, LLC5$2610.00%−8−61.5%Reduced
Lee Financial Co5$2610.00%00.0%Unchanged
RWM Asset Management, LLC5$2610.00%00.0%Unchanged
Bogart Wealth, LLC4$2090.00%00.0%Unchanged
Silicon Valley Capital Partners4$2090.00%+4New
My Personal CFO, LLC4$2090.00%+4New
SOA Wealth Advisors, LLC.3$1570.00%00.0%Unchanged
Crewe Advisors LLC3$1570.00%+3New
Laurel Wealth Advisors LLC2$1050.00%+2New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$1040.00%−3,228−99.9%Reduced
Disciplined Investments, LLC2$1040.00%−15−88.2%Reduced
Sargent Bickham Lagudis LLC2$1040.00%00.0%Unchanged
McIlrath & Eck, LLC1$520.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc1$520.00%+1New
Sofos Investments, Inc.52$250.00%+52New
Ci Investments Inc.4$00.00%00.0%Unchanged
PFG Private Wealth Management, LLC2$00.00%00.0%Unchanged
Boulder Wealth Advisors, LLC2$00.00%+2New
Steward Financial Group LLC8$00.00%+8New
American National Bank6––+6New
Bessemer Group Inc0$00.00%−216−100.0%Sold out
AXA S.A.0$00.00%−633,891−100.0%Sold out
Westfield Capital Management Co LP0$00.00%−622,975−100.0%Sold out
Tairen Capital Ltd0$00.00%−472,587−100.0%Sold out
Todd Asset Management LLC0$00.00%−387,607−100.0%Sold out
Neumeier Poma Investment Counsel LLC0$00.00%−277,695−100.0%Sold out
Hood River Capital Management LLC0$00.00%−227,677−100.0%Sold out
Scout Investments, Inc.0$00.00%−161,000−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−156,558−100.0%Sold out
Twinbeech Capital LP0$00.00%−119,567−100.0%Sold out
Easterly Investment Partners LLC0$00.00%−118,003−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−111,237−100.0%Sold out
Castleark Management LLC0$00.00%−62,900−100.0%Sold out
1492 Capital Management LLC0$00.00%−62,653−100.0%Sold out
Zenyatta Capital Management LP0$00.00%−60,000−100.0%Sold out
Discovery Capital Management, LLC0$00.00%−53,065−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−18,120−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−16,210−100.0%Sold out
Caxton Associates LP0$00.00%−13,951−100.0%Sold out
STRS Ohio0$00.00%−13,348−100.0%Sold out
Walleye Trading LLC0$00.00%−12,150−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−11,562−100.0%Sold out
Virtu Financial LLC0$00.00%−11,075−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−11,037−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−10,957−100.0%Sold out
Atom Investors LP0$00.00%−9,956−100.0%Sold out
Washington Capital Management Inc0$00.00%−7,100−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−6,891−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−6,220−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−5,002−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−4,586−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−4,482−100.0%Sold out
Independent Financial Group, LLC0$00.00%−4,447−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−4,440−100.0%Sold out
MQS Management LLC0$00.00%−4,122−100.0%Sold out
Fort Washington Investment Advisors Inc0$00.00%−4,092−100.0%Sold out
KRS Capital Management, LLC0$00.00%−3,974−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−3,890−100.0%Sold out
Ritholtz Wealth Management0$00.00%−3,888−100.0%Sold out
Shelton Capital Management0$00.00%−3,621−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−3,608−100.0%Sold out
Utah Retirement Systems0$00.00%−3,600−100.0%Sold out
JustInvest LLC0$00.00%−3,407−100.0%Sold out
American Trust0$00.00%−3,333−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−3,317−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−3,235−100.0%Sold out
Creative Planning0$00.00%−3,021−100.0%Sold out
Wolverine Trading, LLC0$00.00%−2,933−100.0%Sold out
Fulton Bank, N.A.0$00.00%−2,952−100.0%Sold out
CIBC Asset Management Inc0$00.00%−2,959−100.0%Sold out
Stephens Inc0$00.00%−2,953−100.0%Sold out
Orion Capital Management LLC0$00.00%−1,880−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,593−100.0%Sold out
Neo Ivy Capital Management0$00.00%−1,518−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−1,473−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−1,443−100.0%Sold out
Capital Analysts, LLC0$00.00%−1,145−100.0%Sold out
Lazard Asset Management LLC0$00.00%−1,072−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−812−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−583−100.0%Sold out
Elequin Capital LP0$00.00%−470−100.0%Sold out
Park Circle Co0$00.00%−360−100.0%Sold out
Standard Family Office LLC0$00.00%−300−100.0%Sold out
Meeder Asset Management Inc0$00.00%−263−100.0%Sold out
Toronto Dominion Bank0$00.00%−200−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−100−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−66−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−40−100.0%Sold out
Godsey & Gibb Associates0$00.00%−31−100.0%Sold out
Umb Bank N A0$00.00%−36−100.0%Sold out
Archer Investment Corp0$00.00%−13−100.0%Sold out