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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, Q3 2023

Institutional positions in Lumentum Holdings Inc. as of Sep 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
366
−9 vs. Q2 2023
Shares held
69.9M
+1.51M (+2.2%) vs. Q2 2023
Total value
$3.16B
−$718.7M (−18.5%) vs. Q2 2023
New holders
57
98 more added
Sold out
66
134 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 366 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 heldQ3 2023: $3.16B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q2 2023.

Institutions holding LITE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Investment Advisers8,579$387.6K0.00%−5,458−38.9%Reduced
Vident Advisory, LLC8,561$386.8K0.01%+8,561New
Envestnet Portfolio Solutions, Inc.8,533$385.5K0.00%+8,533New
Supplemental Annuity Collective Trust of NJ8,500$384.0K0.14%00.0%Unchanged
Park Avenue Securities LLC8,464$382.0K0.01%+8,464New
Brevan Howard Capital Management LP8,372$378.2K0.11%+8,372New
Xponance, Inc.8,208$370.8K0.01%−117−1.4%Reduced
Virtu Financial LLC8,192$370.0K0.04%+8,192New
State of Alaska, Department of Revenue8,163$368.0K0.00%−355−4.2%Reduced
Sweet Financial Partners, LLC8,000$361.4K0.10%−75−0.9%Reduced
Pictet Asset Management Holding SA7,543$340.8K0.00%+7,543New
Group One Trading, L.P.7,536$340.5K0.01%+7,536New
First Manhattan Co7,250$327.6K0.00%−1,550−17.6%Reduced
Impax Asset Management Group plc7,172$324.0K0.00%−132−1.8%Reduced
Commonwealth Equity Services, LLC6,981$315.0K0.00%−351−4.8%Reduced
Citigroup Inc6,890$311.3K0.00%−32,360−82.4%Reduced
Aigen Investment Management, LP6,812$307.8K0.06%−11,906−63.6%Reduced
CWM Advisors, LLC6,755$305.2K0.04%+1,243+22.6%Added
FORA Capital, LLC6,304$284.8K0.02%+6,304New
Cornerstone Investment Partners, LLC6,218$280.9K0.02%+22+0.4%Added
Cim Investment Mangement Inc6,095$275.4K0.10%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC6,090$275.1K0.00%+6,090New
First Republic Investment Management, Inc.6,010$271.5K0.00%+943+18.6%Added
Cetera Advisor Networks LLC5,918$267.4K0.00%−1,163−16.4%Reduced
Securian Asset Management, Inc5,818$262.9K0.01%−272−4.5%Reduced
Pacer Advisors, Inc.5,751$259.8K0.00%−6,349−52.5%Reduced
Maryland State Retirement & Pension System5,722$258.5K0.01%00.0%Unchanged
Neuberger Berman Group LLC5,709$257.9K0.00%+182+3.3%Added
Northwestern Mutual Wealth Management Co5,498$248.4K0.00%−131−2.3%Reduced
Clearstead Advisors, LLC5,372$242.7K0.01%−1,196−18.2%Reduced
Teacher Retirement System of Texas5,295$239.0K0.00%+117+2.3%Added
Qsemble Capital Management, LP5,200$234.9K0.04%+5,200New
Gateway Investment Advisers LLC5,140$232.2K0.00%00.0%Unchanged
Kestra Advisory Services, LLC5,030$227.3K0.00%+404+8.7%Added
Shell Asset Management Co5,029$227.0K0.01%−79−1.5%Reduced
Commerce Bank4,975$224.8K0.00%+54+1.1%Added
Tower Research Capital LLC (TRC)4,918$222.2K0.01%−3,557−42.0%Reduced
Greenleaf Trust4,911$221.9K0.00%+18+0.4%Added
Guggenheim Capital LLC4,864$219.8K0.00%+4,864New
Capstone Investment Advisors, LLC4,803$217.0K0.01%+4,803New
Pinnacle Wealth Management Advisory Group, LLC4,795$216.6K0.03%−450−8.6%Reduced
Crossmark Global Holdings, Inc.4,994$209.0K0.00%−176−3.4%Reduced
Stratos Wealth Advisors, LLC4,602$207.9K0.01%+4,602New
Mariner, LLC4,586$207.2K0.00%−422−8.4%Reduced
JustInvest LLC4,509$203.7K0.01%−2,699−37.4%Reduced
Jefferies Financial Group Inc.4,000$180.7K0.00%+4,000New
Itau Unibanco Holding S.A.3,991$180.3K0.01%+3,991New
Bessemer Group Inc3,960$179.0K0.00%+52+1.3%Added
Brown, Lisle/Cummings, Inc.2,925$132.2K0.06%00.0%Unchanged
TD Private Client Wealth LLC1,665$75.2K0.00%−1,122−40.3%Reduced
TD Waterhouse Canada Inc.1,330$62.5K0.00%−3−0.2%Reduced
Qube Research & Technologies Ltd1,378$62.3K0.00%+1,378New
Bartlett & Co. LLC1,235$56.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,235$55.8K0.00%00.0%Unchanged
Park Place Capital Corp1,221$55.2K0.02%+127+11.6%Added
KBC Group NV1,195$54.0K0.00%+1,195New
Quadrant Capital Group LLC1,085$49.0K0.00%−507−31.8%Reduced
Parallel Advisors, LLC936$42.3K0.00%−140−13.0%Reduced
IFP Advisors, Inc894$40.4K0.00%−12,282−93.2%Reduced
Assetmark, Inc830$37.5K0.00%+84+11.3%Added
CWM, LLC730$33.0K0.00%−3−0.4%Reduced
Neo Ivy Capital Management700$32.0K0.01%+700New
Ramirez Asset Management, Inc.700$31.6K0.01%+700New
Quent Capital, LLC660$29.8K0.00%−42−6.0%Reduced
Bleichroeder LP660$29.8K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC628$28.4K0.00%+146+30.3%Added
Signaturefd, LLC609$27.5K0.00%−485−44.3%Reduced
Headlands Technologies LLC584$26.4K0.01%+584New
Global Retirement Partners, LLC608$26.2K0.00%−947−60.9%Reduced
Proequities, Inc.572$25.8K0.00%+70+13.9%Added
Westside Investment Management, Inc.562$25.4K0.01%00.0%Unchanged
Islay Capital Management, LLC490$22.1K0.02%00.0%Unchanged
Nomura Asset Management Co Ltd400$18.1K0.00%00.0%Unchanged
Financial Management Professionals, Inc.375$17.0K0.00%00.0%Unchanged
WR Wealth Planners, LLC364$16.4K0.01%−3,198−89.8%Reduced
Clear Street Markets LLC323$15.0K0.01%+323New
Sandy Spring Bank322$14.5K0.00%00.0%Unchanged
Central Trust Co315$14.2K0.00%+140+80.0%Added
Harbour Investments, Inc.287$13.0K0.00%+43+17.6%Added
Headinvest, LLC275$12.6K0.00%+275New
NBC Securities, Inc.280$12.0K0.00%+280New
Private Trust Co NA253$11.4K0.00%−3−1.2%Reduced
Covestor Ltd244$11.0K0.01%−426−63.6%Reduced
Pacifica Partners Inc.250$10.4K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC222$10.0K0.00%+222New
Whittier Trust Co215$9.71K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA213$9.62K0.00%00.0%Unchanged
Natixis210$9.49K0.00%−7−3.2%Reduced
Allworth Financial LP201$9.08K0.00%−55−21.5%Reduced
Tompkins Financial Corp200$9.04K0.00%−100−33.3%Reduced
Glassman Wealth Services200$9.04K0.00%+199+19,900.0%Added
Massmutual Trust Co FSB197$8.90K0.00%+25+14.5%Added
Kozak & Associates, Inc.200$8.24K0.00%00.0%Unchanged
Banque Cantonale Vaudoise168$8.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC159$7.18K0.00%+41+34.7%Added
Ruedi Wealth Management, Inc.140$6.33K0.00%00.0%Unchanged
Cutler Group LP154$6.00K0.00%−8,298−98.2%Reduced
Flaharty Asset Management, LLC125$5.65K0.00%+125New
Nisa Investment Advisors, LLC121$5.47K0.00%+3+2.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.114$5.15K0.00%+114New