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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, Q2 2023

Institutional positions in Lumentum Holdings Inc. as of Jun 30, 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
377
−8 vs. Q1 2023
Shares held
68.4M
+5.06M (+8.0%) vs. Q1 2023
Total value
$3.88B
+$454.2M (+13.3%) vs. Q1 2023
New holders
56
113 more added
Sold out
64
125 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 377 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 heldQ2 2023: $3.88B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q1 2023.

Institutions holding LITE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nomura Asset Management Co Ltd400$22.7K0.00%00.0%Unchanged
Cambridge Trust Co400$22.7K0.00%00.0%Unchanged
AllSquare Wealth Management LLC450$24.7K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC482$27.3K0.00%−294−37.9%Reduced
Islay Capital Management, LLC490$27.8K0.02%00.0%Unchanged
Proequities, Inc.502$28.5K0.00%+74+17.3%Added
Westside Investment Management, Inc.562$31.9K0.01%00.0%Unchanged
Bleichroeder LP660$37.4K0.01%00.0%Unchanged
Covestor Ltd670$38.0K0.03%+441+192.6%Added
Bokf, NA701$39.8K0.00%−336−32.4%Reduced
Quent Capital, LLC702$39.8K0.01%00.0%Unchanged
CWM, LLC733$42.0K0.00%−4−0.5%Reduced
Assetmark, Inc746$42.3K0.00%+235+46.0%Added
Parallel Advisors, LLC1,076$61.0K0.00%+180+20.1%Added
Park Place Capital Corp1,094$62.1K0.02%−36−3.2%Reduced
Signaturefd, LLC1,094$62.1K0.00%+343+45.7%Added
Bartlett & Co. LLC1,235$70.0K0.00%+1,235New
Bartlett & Co. Wealth Management LLC1,235$70.1K0.00%+1,235New
TD Waterhouse Canada Inc.1,333$77.7K0.00%+143+12.0%Added
Global Retirement Partners, LLC1,555$88.2K0.00%+1+0.1%Added
Quadrant Capital Group LLC1,592$90.3K0.01%+723+83.2%Added
Harbor Investment Advisory, LLC1,648$93.5K0.01%00.0%Unchanged
Laffer Tengler Investments2,277$129.2K0.03%−5,297−69.9%Reduced
TD Private Client Wealth LLC2,787$158.1K0.01%−346−11.0%Reduced
Brown, Lisle/Cummings, Inc.2,925$165.9K0.07%00.0%Unchanged
Prospera Financial Services Inc3,530$200.2K0.01%+3,530New
WR Wealth Planners, LLC3,562$202.1K0.08%+138+4.0%Added
Keybank National Association3,589$203.6K0.00%+3,589New
HighTower Advisors, LLC3,668$208.0K0.00%−951−20.6%Reduced
Utah Retirement Systems3,700$209.9K0.00%+3,700New
Sherbrooke Park Advisers LLC3,800$215.6K0.11%+3,800New
Banco Bilbao Vizcaya Argentaria, S.A.3,802$219.5K0.00%+3,802New
Bessemer Group Inc3,908$222.0K0.00%+2,074+113.1%Added
AE Wealth Management LLC3,943$223.7K0.00%+3,943New
ProShare Advisors LLC4,013$227.7K0.00%−1,730−30.1%Reduced
Bridgefront Capital, LLC4,308$244.4K0.13%+4,308New
D.A. Davidson & Co.4,323$245.2K0.00%+20+0.5%Added
Comerica Securities,inc.4,331$245.7K0.02%+63+1.5%Added
Magnetar Financial LLC4,359$247.3K0.01%−274−5.9%Reduced
Snowden Capital Advisors LLC4,430$251.3K0.01%−20−0.4%Reduced
Kestra Advisory Services, LLC4,626$262.4K0.00%−73−1.6%Reduced
D. E. Shaw & Co., Inc.4,636$263.0K0.00%−79,474−94.5%Reduced
Crossmark Global Holdings, Inc.5,170$271.0K0.01%−121−2.3%Reduced
Moody National Bank Trust Division4,859$275.7K0.02%00.0%Unchanged
Greenleaf Trust4,893$277.6K0.00%−11−0.2%Reduced
Commerce Bank4,921$279.2K0.00%+4,921New
Mariner, LLC5,008$284.1K0.00%−3,813−43.2%Reduced
First Republic Investment Management, Inc.5,067$287.5K0.00%−3,858−43.2%Reduced
Shell Asset Management Co5,108$290.0K0.01%−29−0.6%Reduced
Gateway Investment Advisers LLC5,140$291.6K0.00%00.0%Unchanged
Russell Investments Group, Ltd.5,141$291.6K0.00%+166+3.3%Added
Teacher Retirement System of Texas5,178$294.0K0.00%−2,407−31.7%Reduced
Symmetry Investments LP5,200$295.0K0.08%+5,200New
Pinnacle Wealth Management Advisory Group, LLC5,245$297.5K0.04%00.0%Unchanged
CWM Advisors, LLC5,512$312.7K0.04%+477+9.5%Added
Neuberger Berman Group LLC5,527$313.5K0.00%+13+0.2%Added
Northwestern Mutual Wealth Management Co5,629$319.3K0.00%−365−6.1%Reduced
Maryland State Retirement & Pension System5,722$324.6K0.01%00.0%Unchanged
Creative Planning5,981$339.3K0.00%+1,528+34.3%Added
BIP Wealth, LLC6,000$340.4K0.03%+6,000New
Securian Asset Management, Inc6,090$345.5K0.01%−100−1.6%Reduced
Cim Investment Mangement Inc6,095$345.8K0.12%+6,095New
Cornerstone Investment Partners, LLC6,196$351.5K0.02%+23+0.4%Added
BNP Paribas Arbitrage, SA6,227$353.3K0.00%−1,371−18.0%Reduced
Engineers Gate Manager LP6,542$371.1K0.01%−69,709−91.4%Reduced
Clearstead Advisors, LLC6,568$372.6K0.02%+1,196+22.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,580$373.3K0.02%+6,578+328,900.0%Added
Verition Fund Management LLC7,054$400.2K0.01%−8,367−54.3%Reduced
Cetera Advisor Networks LLC7,081$401.7K0.00%−403−5.4%Reduced
JustInvest LLC7,208$408.9K0.01%−435−5.7%Reduced
Impax Asset Management Group plc7,304$414.4K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC7,332$416.0K0.00%+574+8.5%Added
Quantbot Technologies LP7,524$426.8K0.03%−23,907−76.1%Reduced
Ergoteles LLC7,529$427.1K0.02%+7,529New
Pictet Asset Management SA7,543$427.9K0.00%00.0%Unchanged
Hussman Strategic Advisors, Inc.7,800$442.5K0.08%−1,500−16.1%Reduced
Sweet Financial Partners, LLC8,075$458.1K0.12%+1,750+27.7%Added
JB Capital LLC8,125$460.9K0.04%+1,317+19.3%Added
Wolff Wiese Magana LLC8,161$463.0K0.36%+2,371+40.9%Added
Xponance, Inc.8,325$472.3K0.01%−718−7.9%Reduced
Cutler Group LP8,452$479.0K0.11%+8,452New
Tower Research Capital LLC (TRC)8,475$480.8K0.02%+6,412+310.8%Added
Merlin Capital LLC8,480$481.1K1.63%+1,664+24.4%Added
Supplemental Annuity Collective Trust of NJ8,500$482.2K0.17%00.0%Unchanged
State of Alaska, Department of Revenue8,518$483.0K0.01%−920−9.7%Reduced
Vident Investment Advisory, LLC8,584$487.0K0.02%−1,422−14.2%Reduced
Voya Investment Management LLC8,706$493.9K0.00%+16+0.2%Added
First Manhattan Co8,800$499.2K0.00%−220−2.4%Reduced
Pathstone Family Office, LLC9,089$525.9K0.01%−713−7.3%Reduced
Westport Asset Management Inc9,500$538.9K0.30%00.0%Unchanged
Washington Capital Management Inc9,500$538.9K0.46%+9,500New
PFG Investments, LLC9,747$552.9K0.10%−254−2.5%Reduced
Prudential Financial Inc9,820$557.1K0.00%+259+2.7%Added
Public Employees Retirement Association of Colorado9,912$562.0K0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan10,000$567.3K0.08%−1,475−12.9%Reduced
Collaborative Holdings Management LP10,000$567.3K2.23%+10,000New
China Universal Asset Management Co., Ltd.10,000$567.3K0.18%+10,000New
Bank of Nova Scotia10,016$568.2K0.00%+1,575+18.7%Added
Synovus Financial Corp10,261$582.1K0.01%00.0%Unchanged
Legato Capital Management LLC10,289$583.7K0.08%00.0%Unchanged