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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, Q4 2023

Institutional positions in Lumentum Holdings Inc. as of Dec 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
357
−5 vs. Q3 2023
Shares held
71.7M
+1.85M (+2.6%) vs. Q3 2023
Total value
$3.76B
+$602.7M (+19.1%) vs. Q3 2023
New holders
58
80 more added
Sold out
63
142 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 357 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 heldQ4 2023: $3.76B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q3 2023.

Institutions holding LITE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Oak Thistle LLC7,132$373.9K0.11%+7,132New
Vident Advisory, LLC7,092$371.8K0.01%−1,469−17.2%Reduced
Commonwealth Equity Services, LLC7,063$370.0K0.00%+82+1.2%Added
Wolff Wiese Magana LLC7,008$367.4K0.35%−3,387−32.6%Reduced
Royal Bank of Canada6,950$363.0K0.00%−3,533−33.7%Reduced
Sweet Financial Partners, LLC6,750$353.8K0.08%−1,250−15.6%Reduced
Aigen Investment Management, LP6,690$350.7K0.06%−122−1.8%Reduced
First Manhattan Co6,575$344.7K0.00%−675−9.3%Reduced
Cornerstone Investment Partners, LLC6,373$334.1K0.02%+155+2.5%Added
State of Wisconsin Investment Board6,355$333.1K0.00%−44,456−87.5%Reduced
Cetera Investment Advisers6,286$329.5K0.00%−2,293−26.7%Reduced
Cim Investment Mangement Inc6,095$319.5K0.10%00.0%Unchanged
Maryland State Retirement & Pension System5,722$299.9K0.01%00.0%Unchanged
Securian Asset Management, Inc5,654$296.4K0.01%−164−2.8%Reduced
Neuberger Berman Group LLC5,582$292.6K0.00%−127−2.2%Reduced
Tower Research Capital LLC (TRC)5,470$286.7K0.00%+552+11.2%Added
Northwestern Mutual Wealth Management Co5,456$286.0K0.00%−42−0.8%Reduced
Occudo Quantitative Strategies LP5,298$277.7K0.04%−18,777−78.0%Reduced
Cetera Advisor Networks LLC5,270$276.3K0.00%−648−10.9%Reduced
Citigroup Inc5,206$272.9K0.00%−1,684−24.4%Reduced
Gateway Investment Advisers LLC5,140$269.4K0.00%00.0%Unchanged
Fox Run Management, L.L.C.4,949$259.4K0.07%+4,949New
Greenleaf Trust4,919$257.9K0.00%+8+0.2%Added
Kestra Advisory Services, LLC4,827$253.0K0.00%−203−4.0%Reduced
Crossmark Global Holdings, Inc.4,632$243.0K0.01%−362−7.2%Reduced
Snowden Capital Advisors LLC4,629$242.7K0.01%+4,629New
Bessemer Group Inc4,565$240.0K0.00%+605+15.3%Added
CI Private Wealth, LLC4,508$236.3K0.00%+4,508New
ISAM Funds (UK) Ltd4,196$220.0K0.16%+4,196New
Stratos Wealth Advisors, LLC4,002$209.8K0.01%−600−13.0%Reduced
Mariner, LLC3,950$207.1K0.00%−636−13.9%Reduced
Entropy Technologies, LP3,907$204.8K0.04%+3,907New
Shell Asset Management Co3,859$202.0K0.01%−1,170−23.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt3,800$199.2K0.02%−7,400−66.1%Reduced
Russell Investments Group, Ltd.2,610$136.8K0.00%−24,142−90.2%Reduced
Whittier Trust Co1,715$89.9K0.00%+1,500+697.7%Added
Point72 Middle East FZE1,709$89.6K0.01%+1,709New
Cutler Group LP1,714$89.0K0.01%+1,560+1,013.0%Added
TD Private Client Wealth LLC1,665$87.3K0.00%00.0%Unchanged
Jefferies Financial Group Inc.1,581$82.9K0.00%−2,419−60.5%Reduced
National Bank of Canada1,440$74.9K0.00%−26,811−94.9%Reduced
Qube Research & Technologies Ltd1,378$72.2K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,332$68.7K0.00%+2+0.2%Added
Bartlett & Co. LLC1,235$66.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,235$65.8K0.00%00.0%Unchanged
KBC Group NV1,195$63.0K0.00%00.0%Unchanged
Park Place Capital Corp1,097$57.5K0.02%−124−10.2%Reduced
Principal Securities, Inc.1,052$55.1K0.00%+1,052New
Parallel Advisors, LLC941$49.3K0.00%+5+0.5%Added
IFP Advisors, Inc894$46.9K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.800$41.9K0.01%+100+14.3%Added
Quent Capital, LLC731$38.3K0.01%+71+10.8%Added
Quadrant Capital Group LLC713$37.4K0.00%−372−34.3%Reduced
Advisory Services Network, LLC673$35.3K0.00%+673New
Bleichroeder LP660$34.6K0.01%00.0%Unchanged
Signaturefd, LLC582$30.5K0.00%−27−4.4%Reduced
Westside Investment Management, Inc.562$29.5K0.01%00.0%Unchanged
Proequities, Inc.554$29.0K0.00%−18−3.1%Reduced
Nomura Asset Management Co Ltd400$21.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.375$20.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC370$19.4K0.00%−258−41.1%Reduced
CWM, LLC335$18.0K0.00%−395−54.1%Reduced
Global Retirement Partners, LLC289$15.2K0.00%−319−52.5%Reduced
NBC Securities, Inc.280$14.0K0.00%00.0%Unchanged
Quarry LP243$12.7K0.01%+243New
GAMMA Investing LLC209$11.5K0.00%+209New
Compagnie Lombard Odier SCmA213$11.2K0.00%00.0%Unchanged
Sandy Spring Bank207$10.9K0.00%−115−35.7%Reduced
Harbour Investments, Inc.205$10.7K0.00%−82−28.6%Reduced
Clearstead Advisors, LLC202$10.6K0.00%−5,170−96.2%Reduced
Kozak & Associates, Inc.200$10.5K0.00%00.0%Unchanged
Tompkins Financial Corp200$10.5K0.00%00.0%Unchanged
Pacifica Partners Inc.250$10.5K0.01%00.0%Unchanged
Allworth Financial LP198$10.4K0.00%−3−1.5%Reduced
Banque Cantonale Vaudoise168$9.00K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.160$8.39K0.00%+160New
Cornerstone Planning Group LLC159$8.34K0.00%00.0%Unchanged
Covestor Ltd148$8.00K0.01%−96−39.3%Reduced
Massmutual Trust Co FSB152$7.97K0.00%−45−22.8%Reduced
Central Trust Co140$7.34K0.00%−175−55.6%Reduced
Ruedi Wealth Management, Inc.140$7.34K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC136$7.00K0.00%+136New
Nisa Investment Advisors, LLC118$6.19K0.00%−3−2.5%Reduced
Leonteq Securities AG109$5.71K0.00%+109New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.114$5.69K0.00%00.0%Unchanged
Manchester Capital Management LLC108$5.66K0.00%+108New
Cambridge Trust Co100$5.24K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.100$5.24K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$5.24K0.00%00.0%Unchanged
Cordant, Inc.100$5.24K0.00%+100New
Benjamin F. Edwards & Company, Inc.100$5.00K0.00%00.0%Unchanged
Colonial Trust Advisors90$4.72K0.00%00.0%Unchanged
Larson Financial Group LLC83$4.35K0.00%+83New
Private Trust Co NA82$4.30K0.00%−171−67.6%Reduced
Prestige Wealth Management Group LLC77$4.04K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.70$3.67K0.00%+70New
Financial Perspectives, Inc66$3.46K0.00%00.0%Unchanged
Tucker Asset Management LLC57$2.99K0.00%00.0%Unchanged
Spire Wealth Management53$2.85K0.00%00.0%Unchanged
Sachetta, LLC54$2.83K0.00%+54New