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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 2024

Institutional positions in Lumentum Holdings Inc. as of Mar 31, 2024. 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
+13 vs. Q4 2023
Shares held
75.7M
+4.05M (+5.6%) vs. Q4 2023
Total value
$3.58B
−$171.2M (−4.6%) vs. Q4 2023
New holders
64
120 more added
Sold out
51
98 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 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 heldQ1 2024: $3.58B
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 2024

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q4 2023.

Institutions holding LITE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bleichroeder LP660$31.3K0.01%00.0%Unchanged
Quadrant Capital Group LLC712$33.7K0.00%−1−0.1%Reduced
IFP Advisors, Inc730$34.6K0.00%−164−18.3%Reduced
Quent Capital, LLC731$34.6K0.00%00.0%Unchanged
Wolff Wiese Magana LLC740$35.0K0.03%−6,268−89.4%Reduced
Ramirez Asset Management, Inc.800$37.9K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC875$41.4K0.00%−360−29.1%Reduced
Parallel Advisors, LLC973$46.1K0.00%+32+3.4%Added
Central Trust Co1,140$54.0K0.00%+1,000+714.3%Added
Principal Securities, Inc.1,181$55.9K0.00%+129+12.3%Added
FIL Ltd1,223$57.9K0.00%−894,933−99.9%Reduced
National Bank of Canada1,432$62.7K0.00%−8−0.6%Reduced
TD Waterhouse Canada Inc.1,332$65.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd1,378$65.2K0.00%00.0%Unchanged
Hilltop National Bank1,499$71.0K0.02%+1,499New
KBC Group NV1,526$72.0K0.00%+331+27.7%Added
GWM Advisors LLC1,546$73.2K0.00%+1,546New
Cutler Group LP1,614$76.0K0.04%−100−5.8%Reduced
EntryPoint Capital, LLC2,358$111.7K0.10%+2,358New
Jefferies Financial Group Inc.2,843$134.6K0.00%+1,262+79.8%Added
Shell Asset Management Co3,495$178.0K0.01%−364−9.4%Reduced
First Manhattan Co3,925$185.8K0.00%−2,650−40.3%Reduced
Amundi4,674$198.4K0.00%−41,895−90.0%Reduced
Tower Research Capital LLC (TRC)4,199$198.8K0.00%−1,271−23.2%Reduced
Federated Hermes, Inc.4,325$204.8K0.00%−22,489−83.9%Reduced
Private Advisor Group, LLC4,333$205.2K0.00%+4,333New
Crossmark Global Holdings, Inc.4,560$216.0K0.00%−72−1.6%Reduced
Mariner, LLC4,567$216.3K0.00%+617+15.6%Added
Bessemer Group Inc4,565$217.0K0.00%00.0%Unchanged
Danske Bank A/S4,632$219.3K0.00%+4,632New
HSBC Holdings PLC4,640$219.6K0.00%+4,640New
Greenleaf Trust4,758$225.3K0.00%−161−3.3%Reduced
Kestra Advisory Services, LLC4,850$229.6K0.00%+23+0.5%Added
Perigon Wealth Management, LLC4,987$236.1K0.01%+4,987New
BNP Paribas5,020$237.7K0.01%+5,020New
Maryland State Retirement & Pension System5,722$242.2K0.00%00.0%Unchanged
Gateway Investment Advisers LLC5,140$243.4K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,232$247.7K0.00%−224−4.1%Reduced
Securian Asset Management, Inc5,454$258.2K0.01%−200−3.5%Reduced
Neuberger Berman Group LLC5,582$264.3K0.00%00.0%Unchanged
Graham Capital Management, L.P.5,667$268.3K0.01%−11,887−67.7%Reduced
Stephens Inc5,720$270.8K0.00%+5,720New
M&T Bank Corp5,758$272.3K0.00%+5,758New
State of Wisconsin Investment Board6,045$286.2K0.00%−310−4.9%Reduced
Cim Investment Mangement Inc6,095$288.6K0.09%00.0%Unchanged
Cornerstone Investment Partners, LLC6,390$302.6K0.01%+17+0.3%Added
Occudo Quantitative Strategies LP6,702$317.3K0.06%+1,404+26.5%Added
Sweet Financial Partners, LLC6,750$319.6K0.07%00.0%Unchanged
Commonwealth Equity Services, LLC6,823$323.0K0.00%−240−3.4%Reduced
D. E. Shaw & Co., Inc.7,100$336.2K0.00%+7,100New
Entropy Technologies, LP7,161$339.1K0.04%+3,254+83.3%Added
Engineers Gate Manager LP7,270$344.2K0.01%+7,270New
State of Alaska, Department of Revenue7,313$346.0K0.00%+75+1.0%Added
Wolverine Trading, LLC7,375$349.2K0.00%+7,375New
Captrust Financial Advisors7,429$351.8K0.00%−5,527−42.7%Reduced
CWM Advisors, LLC7,494$354.8K0.04%+209+2.9%Added
Park Avenue Securities LLC7,629$361.0K0.00%−133−1.7%Reduced
Keynote Financial Services LLC7,630$361.3K0.30%+7,630New
Vident Advisory, LLC7,647$362.1K0.01%+555+7.8%Added
Wealth Enhancement Advisory Services, LLC7,873$372.8K0.00%+25+0.3%Added
Voya Investment Management LLC8,004$379.0K0.00%−367−4.4%Reduced
Xponance, Inc.8,014$379.5K0.00%−90−1.1%Reduced
GTS Securities LLC8,289$392.5K0.01%−17,352−67.7%Reduced
Public Employees Retirement Association of Colorado8,313$394.0K0.00%−530−6.0%Reduced
Supplemental Annuity Collective Trust of NJ8,500$402.5K0.13%00.0%Unchanged
Pictet Asset Management Holding SA8,833$419.0K0.00%+1,290+17.1%Added
Guggenheim Capital LLC8,854$419.2K0.00%+1,321+17.5%Added
Envestnet Portfolio Solutions, Inc.9,062$429.1K0.00%+901+11.0%Added
Merlin Capital LLC9,295$440.1K1.31%00.0%Unchanged
Westport Asset Management Inc9,500$449.8K0.22%00.0%Unchanged
First Hawaiian Bank9,660$457.4K0.01%−70−0.7%Reduced
Prudential Financial Inc9,809$464.5K0.00%−212−2.1%Reduced
Legato Capital Management LLC9,905$469.0K0.06%00.0%Unchanged
Pacer Advisors, Inc.9,979$472.5K0.00%−86−0.9%Reduced
NJ State Employees Deferred Compensation Plan10,000$473.5K0.06%00.0%Unchanged
Commerce Bank10,050$475.9K0.00%+205+2.1%Added
Prelude Capital Management, LLC10,083$477.4K0.03%+10,083New
Qsemble Capital Management, LP10,236$484.7K0.11%+10,236New
Truist Financial Corp10,447$494.7K0.00%+2,412+30.0%Added
Royal Bank of Canada10,689$506.0K0.00%+3,739+53.8%Added
Raymond James Financial Services Advisors, Inc.11,242$532.3K0.00%−4,771−29.8%Reduced
Cetera Investment Advisers11,424$540.9K0.00%+5,138+81.7%Added
Scientech Research LLC11,656$551.9K0.29%+11,656New
Washington Capital Management Inc11,800$558.7K0.45%00.0%Unchanged
Green Alpha Advisors, LLC11,820$559.7K0.41%+30.0%Added
Ion Asset Management Ltd.12,300$582.4K0.04%+12,300New
Group One Trading, L.P.12,861$609.0K0.02%+3,279+34.2%Added
Synovus Financial Corp13,025$616.7K0.01%+2,764+26.9%Added
Victory Capital Management Inc13,738$650.5K0.00%−238−1.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)13,957$660.9K0.00%−367−2.6%Reduced
New Mexico Educational Retirement Board14,000$663.0K0.02%00.0%Unchanged
Natixis Advisors, L.P.14,335$679.0K0.00%−7,904−35.5%Reduced
Handelsbanken Fonder AB14,347$679.0K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC14,500$686.6K0.03%+14,500New
Janney Montgomery Scott LLC14,587$691.0K0.00%+260+1.8%Added
Aigen Investment Management, LP14,637$693.1K0.15%+7,947+118.8%Added
Quantbot Technologies LP14,673$694.8K0.04%−19,196−56.7%Reduced
Canada Pension Plan Investment Board14,700$696.0K0.00%+200+1.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,909$705.9K0.00%+125+0.8%Added
Northwestern Mutual Investment Management Company, LLC15,033$711.8K0.02%+127+0.9%Added