Skip to main content

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
Supplemental Annuity Collective Trust of NJ8,500$402.5K0.13%00.0%Unchanged
Public Employees Retirement Association of Colorado8,313$394.0K0.00%−530−6.0%Reduced
GTS Securities LLC8,289$392.5K0.01%−17,352−67.7%Reduced
Xponance, Inc.8,014$379.5K0.00%−90−1.1%Reduced
Voya Investment Management LLC8,004$379.0K0.00%−367−4.4%Reduced
Wealth Enhancement Advisory Services, LLC7,873$372.8K0.00%+25+0.3%Added
Vident Advisory, LLC7,647$362.1K0.01%+555+7.8%Added
Keynote Financial Services LLC7,630$361.3K0.30%+7,630New
Park Avenue Securities LLC7,629$361.0K0.00%−133−1.7%Reduced
CWM Advisors, LLC7,494$354.8K0.04%+209+2.9%Added
Captrust Financial Advisors7,429$351.8K0.00%−5,527−42.7%Reduced
Wolverine Trading, LLC7,375$349.2K0.00%+7,375New
State of Alaska, Department of Revenue7,313$346.0K0.00%+75+1.0%Added
Engineers Gate Manager LP7,270$344.2K0.01%+7,270New
Entropy Technologies, LP7,161$339.1K0.04%+3,254+83.3%Added
D. E. Shaw & Co., Inc.7,100$336.2K0.00%+7,100New
Commonwealth Equity Services, LLC6,823$323.0K0.00%−240−3.4%Reduced
Sweet Financial Partners, LLC6,750$319.6K0.07%00.0%Unchanged
Occudo Quantitative Strategies LP6,702$317.3K0.06%+1,404+26.5%Added
Cornerstone Investment Partners, LLC6,390$302.6K0.01%+17+0.3%Added
Cim Investment Mangement Inc6,095$288.6K0.09%00.0%Unchanged
State of Wisconsin Investment Board6,045$286.2K0.00%−310−4.9%Reduced
M&T Bank Corp5,758$272.3K0.00%+5,758New
Stephens Inc5,720$270.8K0.00%+5,720New
Graham Capital Management, L.P.5,667$268.3K0.01%−11,887−67.7%Reduced
Neuberger Berman Group LLC5,582$264.3K0.00%00.0%Unchanged
Securian Asset Management, Inc5,454$258.2K0.01%−200−3.5%Reduced
Northwestern Mutual Wealth Management Co5,232$247.7K0.00%−224−4.1%Reduced
Gateway Investment Advisers LLC5,140$243.4K0.00%00.0%Unchanged
Maryland State Retirement & Pension System5,722$242.2K0.00%00.0%Unchanged
BNP Paribas5,020$237.7K0.01%+5,020New
Perigon Wealth Management, LLC4,987$236.1K0.01%+4,987New
Kestra Advisory Services, LLC4,850$229.6K0.00%+23+0.5%Added
Greenleaf Trust4,758$225.3K0.00%−161−3.3%Reduced
HSBC Holdings PLC4,640$219.6K0.00%+4,640New
Danske Bank A/S4,632$219.3K0.00%+4,632New
Bessemer Group Inc4,565$217.0K0.00%00.0%Unchanged
Mariner, LLC4,567$216.3K0.00%+617+15.6%Added
Crossmark Global Holdings, Inc.4,560$216.0K0.00%−72−1.6%Reduced
Private Advisor Group, LLC4,333$205.2K0.00%+4,333New
Federated Hermes, Inc.4,325$204.8K0.00%−22,489−83.9%Reduced
Tower Research Capital LLC (TRC)4,199$198.8K0.00%−1,271−23.2%Reduced
Amundi4,674$198.4K0.00%−41,895−90.0%Reduced
First Manhattan Co3,925$185.8K0.00%−2,650−40.3%Reduced
Shell Asset Management Co3,495$178.0K0.01%−364−9.4%Reduced
Jefferies Financial Group Inc.2,843$134.6K0.00%+1,262+79.8%Added
EntryPoint Capital, LLC2,358$111.7K0.10%+2,358New
Cutler Group LP1,614$76.0K0.04%−100−5.8%Reduced
GWM Advisors LLC1,546$73.2K0.00%+1,546New
KBC Group NV1,526$72.0K0.00%+331+27.7%Added
Hilltop National Bank1,499$71.0K0.02%+1,499New
Qube Research & Technologies Ltd1,378$65.2K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,332$65.0K0.00%00.0%Unchanged
National Bank of Canada1,432$62.7K0.00%−8−0.6%Reduced
FIL Ltd1,223$57.9K0.00%−894,933−99.9%Reduced
Principal Securities, Inc.1,181$55.9K0.00%+129+12.3%Added
Central Trust Co1,140$54.0K0.00%+1,000+714.3%Added
Parallel Advisors, LLC973$46.1K0.00%+32+3.4%Added
Bartlett & Co. Wealth Management LLC875$41.4K0.00%−360−29.1%Reduced
Ramirez Asset Management, Inc.800$37.9K0.01%00.0%Unchanged
Wolff Wiese Magana LLC740$35.0K0.03%−6,268−89.4%Reduced
Quent Capital, LLC731$34.6K0.00%00.0%Unchanged
IFP Advisors, Inc730$34.6K0.00%−164−18.3%Reduced
Quadrant Capital Group LLC712$33.7K0.00%−1−0.1%Reduced
Bleichroeder LP660$31.3K0.01%00.0%Unchanged
Proequities, Inc.634$30.0K0.00%+80+14.4%Added
nVerses Capital, LLC600$28.4K0.07%+600New
Signaturefd, LLC590$27.9K0.00%+8+1.4%Added
Westside Investment Management, Inc.562$26.6K0.01%00.0%Unchanged
Park Place Capital Corp548$25.9K0.01%−549−50.0%Reduced
Steward Partners Investment Advisory, LLC548$25.9K0.00%+178+48.1%Added
Allspring Global Investments Holdings, LLC471$22.3K0.00%+471New
Brown Brothers Harriman & Co419$19.8K0.00%+419New
Nomura Asset Management Co Ltd400$18.9K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC400$18.9K0.00%+398+19,900.0%Added
Financial Management Professionals, Inc.375$18.0K0.00%00.0%Unchanged
Elequin Capital LP363$17.2K0.00%+363New
CWM, LLC350$17.0K0.00%+15+4.5%Added
Russell Investments Group, Ltd.328$15.5K0.00%−2,282−87.4%Reduced
Tompkins Financial Corp300$14.2K0.00%+100+50.0%Added
Global Retirement Partners, LLC289$13.7K0.00%00.0%Unchanged
Rise Advisors, LLC289$13.7K0.01%+289New
NBC Securities, Inc.280$13.0K0.00%00.0%Unchanged
Pacifica Partners Inc.250$12.8K0.01%00.0%Unchanged
GAMMA Investing LLC231$10.9K0.00%+22+10.5%Added
CIBC Private Wealth Group, LLC213$10.3K0.00%+213New
Whittier Trust Co215$10.2K0.00%−1,500−87.5%Reduced
Compagnie Lombard Odier SCmA213$10.1K0.00%00.0%Unchanged
Allworth Financial LP204$9.66K0.00%+6+3.0%Added
Quarry LP202$9.56K0.00%−41−16.9%Reduced
Kozak & Associates, Inc.200$9.36K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC193$9.14K0.00%+193New
LRI Investments, LLC193$9.14K0.00%+193New
Huntington National Bank188$8.90K0.00%+154+452.9%Added
Clearstead Advisors, LLC202$8.89K0.00%00.0%Unchanged
Banque Cantonale Vaudoise168$8.00K0.00%00.0%Unchanged
Sandy Spring Bank167$7.91K0.00%−40−19.3%Reduced
Harbour Investments, Inc.163$7.72K0.00%−42−20.5%Reduced
Cornerstone Planning Group LLC159$7.11K0.00%00.0%Unchanged
Covestor Ltd148$7.00K0.00%00.0%Unchanged