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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
Liontrust Investment Partners LLP0$00.00%−15,000−100.0%Sold out
FORA Capital, LLC0$00.00%−13,902−100.0%Sold out
Capital Fund Management S.A.0$00.00%−12,834−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−12,620−100.0%Sold out
Werlinich Asset Management, LLC0$00.00%−11,522−100.0%Sold out
Versor Investments LP0$00.00%−11,500−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−11,400−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−9,898−100.0%Sold out
Caas Capital Management LP0$00.00%−10,000−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−8,692−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−8,189−100.0%Sold out
CSS LLC0$00.00%−8,124−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−6,920−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−6,900−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−6,765−100.0%Sold out
Park Avenue Securities LLC0$00.00%−6,635−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−6,588−100.0%Sold out
Advisors Capital Management, LLC0$00.00%−6,504−100.0%Sold out
Simplex Trading, LLC0$00.00%−6,457−100.0%Sold out
Ergoteles LLC0$00.00%−6,047−100.0%Sold out
Connacht Asset Management LP0$00.00%−6,006−100.0%Sold out
Oak Thistle LLC0$00.00%−5,752−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,653−100.0%Sold out
Profund Advisors LLC0$00.00%−4,141−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−4,086−100.0%Sold out
Prospera Financial Services Inc0$00.00%−3,836−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−3,149−100.0%Sold out
WD Rutherford LLC0$00.00%−2,862−100.0%Sold out
GWM Advisors LLC0$00.00%−2,221−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,763−100.0%Sold out
S.A. Mason LLC0$00.00%−850−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−742−100.0%Sold out
State of Wyoming0$00.00%−638−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−510−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−381−100.0%Sold out
Kistler-Tiffany Companies, LLC0$00.00%−312−100.0%Sold out
Cutler Group LP0$00.00%−310−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−292−100.0%Sold out
Sierra Capital LLC0$00.00%−218−100.0%Sold out
Kathleen S. Wright Associates Inc.0$00.00%−200−100.0%Sold out
Hall Laurie J Trustee0$00.00%−165−100.0%Sold out
Credit Agricole S A0$00.00%−100−100.0%Sold out
Piershale Financial Group, Inc.0$00.00%−100−100.0%Sold out
Mine & Arao Wealth Creation & Management, LLC.0$00.00%−88−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−67−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−62−100.0%Sold out
Sageworth Trust Co0$00.00%−62−100.0%Sold out
Sageworth Trust Co of South Dakota0$00.00%−53−100.0%Sold out
Larson Financial Group LLC0$00.00%−34−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−28−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−28−100.0%Sold out
Madden Securities Corp0$00.00%−14−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−11−100.0%Sold out
Leelyn Smith, LLC0$00.00%−10−100.0%Sold out
Aua Capital Management, LLC0$00.00%−8−100.0%Sold out
BDO Wealth Advisors, LLC0$00.00%−8−100.0%Sold out
Lee Financial Co0$00.00%−5−100.0%Sold out
RWM Asset Management, LLC0$00.00%−5−100.0%Sold out
My Personal CFO, LLC0$00.00%−4−100.0%Sold out
Crewe Advisors LLC0$00.00%−3−100.0%Sold out
Sofos Investments, Inc.0$00.00%−52−100.0%Sold out
Comerica Bank––––Not filed
Regent Investment Management LLC––––Not filed
Gibson Wealth Advisors LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Boulder Wealth Advisors, LLC––––Not filed