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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, Q1 2023

Institutional positions in Lumentum Holdings Inc. as of Mar 31, 2023. 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
387
−34 vs. Q4 2022
Shares held
63.3M
+373.0K (+0.6%) vs. Q4 2022
Total value
$3.42B
+$138.0M (+4.2%) vs. Q4 2022
New holders
40
132 more added
Sold out
74
129 more reduced

8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 387 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 heldQ1 2023: $3.42B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q4 2022.

Institutions holding LITE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advisors Asset Management, Inc.377$20.4K0.00%−39−9.4%Reduced
Tompkins Financial Corp400$21.6K0.00%−100−20.0%Reduced
Cambridge Trust Co400$21.6K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd400$21.6K0.00%+190+90.5%Added
Proequities, Inc.428$23.1K0.00%+30+7.5%Added
AllSquare Wealth Management LLC450$24.3K0.02%00.0%Unchanged
Islay Capital Management, LLC490$26.5K0.03%00.0%Unchanged
Assetmark, Inc511$27.6K0.00%−183−26.4%Reduced
Westside Investment Management, Inc.562$30.4K0.01%00.0%Unchanged
Bleichroeder LP660$35.6K0.01%00.0%Unchanged
Quent Capital, LLC702$37.9K0.01%00.0%Unchanged
CWM, LLC737$40.0K0.00%−343−31.8%Reduced
Signaturefd, LLC751$40.6K0.00%−42−5.3%Reduced
Steward Partners Investment Advisory, LLC776$41.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC869$46.9K0.00%−32−3.6%Reduced
Parallel Advisors, LLC896$48.4K0.00%−132−12.8%Reduced
Advisory Services Network, LLC959$51.8K0.00%00.0%Unchanged
Bokf, NA1,037$56.0K0.00%+1,037New
Park Place Capital Corp1,130$61.0K0.02%+52+4.8%Added
TD Waterhouse Canada Inc.1,190$65.0K0.00%+36+3.1%Added
Global Retirement Partners, LLC1,554$75.3K0.00%−467−23.1%Reduced
Itau Unibanco Holding S.A.1,449$78.3K0.00%+1,449New
Harbor Investment Advisory, LLC1,648$89.0K0.01%00.0%Unchanged
National Bank of Canada1,655$89.4K0.00%−25−1.5%Reduced
Ellevest, Inc.1,823$98.5K0.01%+1,096+150.8%Added
Bessemer Group Inc1,834$99.0K0.00%+1,834New
Tower Research Capital LLC (TRC)2,063$111.0K0.00%−6,490−75.9%Reduced
Vestcor Inc2,432$131.0K0.00%−2,842−53.9%Reduced
Brown, Lisle/Cummings, Inc.2,925$158.0K0.08%00.0%Unchanged
TD Private Client Wealth LLC3,133$169.2K0.01%+255+8.9%Added
WR Wealth Planners, LLC3,424$184.9K0.08%−1,651−32.5%Reduced
Pacer Advisors, Inc.3,432$185.4K0.00%−306,996−98.9%Reduced
Belpointe Asset Management LLC3,620$195.5K0.01%−133−3.5%Reduced
Echo Street Capital Management LLC3,797$205.1K0.00%+3,797New
Centiva Capital, LP3,904$210.9K0.01%+3,904New
XTX Topco Ltd3,991$215.6K0.05%+3,991New
Asset Management Corp4,000$216.0K0.17%−1,000−20.0%Reduced
CI Private Wealth, LLC4,201$226.9K0.00%+4,201New
Comerica Securities,inc.4,268$230.5K0.02%−23,081−84.4%Reduced
D.A. Davidson & Co.4,303$232.4K0.00%+450+11.7%Added
Hancock Whitney Corp4,343$235.0K0.01%−202−4.4%Reduced
Two Sigma Securities, LLC4,441$239.9K0.02%−212−4.6%Reduced
Snowden Capital Advisors LLC4,450$240.3K0.01%+572+14.7%Added
Creative Planning4,453$240.5K0.00%+4,453New
Quadrature Capital Ltd4,525$244.4K0.01%+4,525New
HighTower Advisors, LLC4,619$246.0K0.00%−434−8.6%Reduced
Mercer Global Advisors Inc4,615$249.0K0.00%+4,615New
Magnetar Financial LLC4,633$250.2K0.00%−1,238−21.1%Reduced
Kestra Advisory Services, LLC4,699$253.8K0.00%−5,171−52.4%Reduced
Moody National Bank Trust Division4,859$262.4K0.02%+4,859New
Greenleaf Trust4,904$264.9K0.00%+106+2.2%Added
Russell Investments Group, Ltd.4,975$268.7K0.00%+4,287+623.1%Added
BKD Wealth Advisors, LLC5,000$270.1K0.01%00.0%Unchanged
CWM Advisors, LLC5,035$271.9K0.03%+532+11.8%Added
Mitsubishi UFJ Trust & Banking Corp5,063$273.5K0.00%+265+5.5%Added
Shell Asset Management Co5,137$277.0K0.01%−18−0.3%Reduced
Gateway Investment Advisers LLC5,140$277.6K0.00%00.0%Unchanged
Pinnacle Wealth Management Advisory Group, LLC5,245$283.3K0.04%−680−11.5%Reduced
Crossmark Global Holdings, Inc.5,291$286.0K0.01%−27−0.5%Reduced
Clearstead Advisors, LLC5,372$290.1K0.02%+5,360+44,666.7%Added
Neuberger Berman Group LLC5,514$297.8K0.00%+22+0.4%Added
Maryland State Retirement & Pension System5,722$309.0K0.01%00.0%Unchanged
Allspring Global Investments Holdings, LLC5,723$309.1K0.00%−151−2.6%Reduced
ProShare Advisors LLC5,743$310.2K0.00%−2,311−28.7%Reduced
Wolff Wiese Magana LLC5,790$312.7K0.25%+2,055+55.0%Added
Northwestern Mutual Wealth Management Co5,994$323.7K0.00%−141−2.3%Reduced
Cornerstone Investment Partners, LLC6,173$333.4K0.02%+30+0.5%Added
Securian Asset Management, Inc6,190$334.3K0.01%00.0%Unchanged
Sweet Financial Partners, LLC6,325$341.6K0.09%00.0%Unchanged
Commonwealth Equity Services, LLC6,758$365.0K0.00%−240−3.4%Reduced
JB Capital LLC6,808$367.7K0.03%+521+8.3%Added
Merlin Capital LLC6,816$368.1K1.34%+131+2.0%Added
Impax Asset Management Group plc7,304$394.5K0.00%+1,823+33.3%Added
Cetera Advisor Networks LLC7,484$404.2K0.00%−1,866−20.0%Reduced
Pictet Asset Management SA7,543$407.4K0.00%−885−10.5%Reduced
Laffer Tengler Investments7,574$409.1K0.11%00.0%Unchanged
Teacher Retirement System of Texas7,585$410.0K0.00%−608−7.4%Reduced
BNP Paribas Arbitrage, SA7,598$410.4K0.00%−76,533−91.0%Reduced
JustInvest LLC7,643$412.8K0.01%+7,643New
Bank of Nova Scotia8,441$455.9K0.00%+2,587+44.2%Added
Supplemental Annuity Collective Trust of NJ8,500$459.1K0.18%00.0%Unchanged
Voya Investment Management LLC8,690$469.3K0.00%−27,119−75.7%Reduced
Illinois Municipal Retirement Fund8,720$471.0K0.01%00.0%Unchanged
Mariner, LLC8,821$476.0K0.00%−2,598−22.8%Reduced
First Republic Investment Management, Inc.8,925$482.0K0.00%+527+6.3%Added
First Manhattan Co9,020$487.2K0.00%+300+3.4%Added
Xponance, Inc.9,043$488.4K0.01%+27+0.3%Added
Hussman Strategic Advisors, Inc.9,300$502.3K0.08%00.0%Unchanged
State of Alaska, Department of Revenue9,438$509.0K0.01%−135−1.4%Reduced
Westport Asset Management Inc9,500$513.1K0.31%00.0%Unchanged
Prudential Financial Inc9,561$516.4K0.00%+306+3.3%Added
Petrus Trust Company, LTA9,719$524.9K0.06%−2,931−23.2%Reduced
Mackenzie Financial Corp9,800$529.3K0.00%+9,800New
Pathstone Family Office, LLC9,802$533.7K0.01%−925−8.6%Reduced
Public Employees Retirement Association of Colorado9,912$535.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP9,961$538.0K0.01%+3,662+58.1%Added
PFG Investments, LLC10,001$540.2K0.11%+10,001New
Vident Investment Advisory, LLC10,006$540.4K0.02%+689+7.4%Added
Synovus Financial Corp10,261$554.2K0.01%−625−5.7%Reduced
Legato Capital Management LLC10,289$555.7K0.10%00.0%Unchanged