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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
Xponance, Inc.9,043$488.4K0.01%+27+0.3%Added
First Manhattan Co9,020$487.2K0.00%+300+3.4%Added
First Republic Investment Management, Inc.8,925$482.0K0.00%+527+6.3%Added
Mariner, LLC8,821$476.0K0.00%−2,598−22.8%Reduced
Illinois Municipal Retirement Fund8,720$471.0K0.01%00.0%Unchanged
Voya Investment Management LLC8,690$469.3K0.00%−27,119−75.7%Reduced
Supplemental Annuity Collective Trust of NJ8,500$459.1K0.18%00.0%Unchanged
Bank of Nova Scotia8,441$455.9K0.00%+2,587+44.2%Added
JustInvest LLC7,643$412.8K0.01%+7,643New
BNP Paribas Arbitrage, SA7,598$410.4K0.00%−76,533−91.0%Reduced
Teacher Retirement System of Texas7,585$410.0K0.00%−608−7.4%Reduced
Laffer Tengler Investments7,574$409.1K0.11%00.0%Unchanged
Pictet Asset Management SA7,543$407.4K0.00%−885−10.5%Reduced
Cetera Advisor Networks LLC7,484$404.2K0.00%−1,866−20.0%Reduced
Impax Asset Management Group plc7,304$394.5K0.00%+1,823+33.3%Added
Merlin Capital LLC6,816$368.1K1.34%+131+2.0%Added
JB Capital LLC6,808$367.7K0.03%+521+8.3%Added
Commonwealth Equity Services, LLC6,758$365.0K0.00%−240−3.4%Reduced
Sweet Financial Partners, LLC6,325$341.6K0.09%00.0%Unchanged
Securian Asset Management, Inc6,190$334.3K0.01%00.0%Unchanged
Cornerstone Investment Partners, LLC6,173$333.4K0.02%+30+0.5%Added
Northwestern Mutual Wealth Management Co5,994$323.7K0.00%−141−2.3%Reduced
Wolff Wiese Magana LLC5,790$312.7K0.25%+2,055+55.0%Added
ProShare Advisors LLC5,743$310.2K0.00%−2,311−28.7%Reduced
Allspring Global Investments Holdings, LLC5,723$309.1K0.00%−151−2.6%Reduced
Maryland State Retirement & Pension System5,722$309.0K0.01%00.0%Unchanged
Neuberger Berman Group LLC5,514$297.8K0.00%+22+0.4%Added
Clearstead Advisors, LLC5,372$290.1K0.02%+5,360+44,666.7%Added
Crossmark Global Holdings, Inc.5,291$286.0K0.01%−27−0.5%Reduced
Pinnacle Wealth Management Advisory Group, LLC5,245$283.3K0.04%−680−11.5%Reduced
Gateway Investment Advisers LLC5,140$277.6K0.00%00.0%Unchanged
Shell Asset Management Co5,137$277.0K0.01%−18−0.3%Reduced
Mitsubishi UFJ Trust & Banking Corp5,063$273.5K0.00%+265+5.5%Added
CWM Advisors, LLC5,035$271.9K0.03%+532+11.8%Added
BKD Wealth Advisors, LLC5,000$270.1K0.01%00.0%Unchanged
Russell Investments Group, Ltd.4,975$268.7K0.00%+4,287+623.1%Added
Greenleaf Trust4,904$264.9K0.00%+106+2.2%Added
Moody National Bank Trust Division4,859$262.4K0.02%+4,859New
Kestra Advisory Services, LLC4,699$253.8K0.00%−5,171−52.4%Reduced
Magnetar Financial LLC4,633$250.2K0.00%−1,238−21.1%Reduced
Mercer Global Advisors Inc4,615$249.0K0.00%+4,615New
HighTower Advisors, LLC4,619$246.0K0.00%−434−8.6%Reduced
Quadrature Capital Ltd4,525$244.4K0.01%+4,525New
Creative Planning4,453$240.5K0.00%+4,453New
Snowden Capital Advisors LLC4,450$240.3K0.01%+572+14.7%Added
Two Sigma Securities, LLC4,441$239.9K0.02%−212−4.6%Reduced
Hancock Whitney Corp4,343$235.0K0.01%−202−4.4%Reduced
D.A. Davidson & Co.4,303$232.4K0.00%+450+11.7%Added
Comerica Securities,inc.4,268$230.5K0.02%−23,081−84.4%Reduced
CI Private Wealth, LLC4,201$226.9K0.00%+4,201New
Asset Management Corp4,000$216.0K0.17%−1,000−20.0%Reduced
XTX Topco Ltd3,991$215.6K0.05%+3,991New
Centiva Capital, LP3,904$210.9K0.01%+3,904New
Echo Street Capital Management LLC3,797$205.1K0.00%+3,797New
Belpointe Asset Management LLC3,620$195.5K0.01%−133−3.5%Reduced
Pacer Advisors, Inc.3,432$185.4K0.00%−306,996−98.9%Reduced
WR Wealth Planners, LLC3,424$184.9K0.08%−1,651−32.5%Reduced
TD Private Client Wealth LLC3,133$169.2K0.01%+255+8.9%Added
Brown, Lisle/Cummings, Inc.2,925$158.0K0.08%00.0%Unchanged
Vestcor Inc2,432$131.0K0.00%−2,842−53.9%Reduced
Tower Research Capital LLC (TRC)2,063$111.0K0.00%−6,490−75.9%Reduced
Bessemer Group Inc1,834$99.0K0.00%+1,834New
Ellevest, Inc.1,823$98.5K0.01%+1,096+150.8%Added
National Bank of Canada1,655$89.4K0.00%−25−1.5%Reduced
Harbor Investment Advisory, LLC1,648$89.0K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.1,449$78.3K0.00%+1,449New
Global Retirement Partners, LLC1,554$75.3K0.00%−467−23.1%Reduced
TD Waterhouse Canada Inc.1,190$65.0K0.00%+36+3.1%Added
Park Place Capital Corp1,130$61.0K0.02%+52+4.8%Added
Bokf, NA1,037$56.0K0.00%+1,037New
Advisory Services Network, LLC959$51.8K0.00%00.0%Unchanged
Parallel Advisors, LLC896$48.4K0.00%−132−12.8%Reduced
Quadrant Capital Group LLC869$46.9K0.00%−32−3.6%Reduced
Steward Partners Investment Advisory, LLC776$41.9K0.00%00.0%Unchanged
Signaturefd, LLC751$40.6K0.00%−42−5.3%Reduced
CWM, LLC737$40.0K0.00%−343−31.8%Reduced
Quent Capital, LLC702$37.9K0.01%00.0%Unchanged
Bleichroeder LP660$35.6K0.01%00.0%Unchanged
Westside Investment Management, Inc.562$30.4K0.01%00.0%Unchanged
Assetmark, Inc511$27.6K0.00%−183−26.4%Reduced
Islay Capital Management, LLC490$26.5K0.03%00.0%Unchanged
AllSquare Wealth Management LLC450$24.3K0.02%00.0%Unchanged
Proequities, Inc.428$23.1K0.00%+30+7.5%Added
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
Advisors Asset Management, Inc.377$20.4K0.00%−39−9.4%Reduced
Financial Management Professionals, Inc.375$20.0K0.00%00.0%Unchanged
Allworth Financial LP340$18.4K0.00%+181+113.8%Added
Amundi355$18.2K0.00%00.0%Unchanged
Richelieu Gestion PLC331$18.0K0.02%00.0%Unchanged
Sandy Spring Bank322$17.4K0.00%00.0%Unchanged
Machina Capital S.A.S.290$15.7K0.01%+290New
Private Trust Co NA279$15.1K0.00%−128−31.4%Reduced
Ronald Blue Trust, Inc.286$15.0K0.00%−130−31.3%Reduced
Blume Capital Management, Inc.250$13.5K0.00%00.0%Unchanged
Harbour Investments, Inc.245$13.2K0.00%00.0%Unchanged
TD Capital Management LLC225$12.2K0.00%+225New
Householder Group Estate & Retirement Specialist, LLC222$12.0K0.00%00.0%Unchanged
Covestor Ltd229$12.0K0.01%+134+141.1%Added