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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 2024

Institutional positions in Lumentum Holdings Inc. as of Jun 30, 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
377
+15 vs. Q1 2024
Shares held
76.0M
+488.1K (+0.6%) vs. Q1 2024
Total value
$3.87B
+$295.1M (+8.3%) vs. Q1 2024
New holders
55
116 more added
Sold out
40
124 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 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 2024: $3.87B
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 2024

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q1 2024.

Institutions holding LITE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Park Avenue Securities LLC7,840$399.0K0.00%+211+2.8%Added
Wealth Enhancement Advisory Services, LLC7,666$390.4K0.00%−207−2.6%Reduced
Public Employees Retirement Association of Colorado7,621$388.0K0.00%−692−8.3%Reduced
Aigen Investment Management, LP7,527$383.3K0.07%−7,110−48.6%Reduced
Advisor Group Holdings, Inc.7,525$383.2K0.00%−24,144−76.2%Reduced
State of Alaska, Department of Revenue7,313$372.0K0.00%00.0%Unchanged
Vident Advisory, LLC7,265$369.9K0.01%−382−5.0%Reduced
Xponance, Inc.7,252$369.3K0.00%−762−9.5%Reduced
Cresset Asset Management, LLC7,215$367.4K0.00%+7,215New
CWM Advisors, LLC6,977$355.3K0.04%−517−6.9%Reduced
M&T Bank Corp6,945$353.7K0.00%+1,187+20.6%Added
Legacy Capital Group California, Inc.6,798$346.2K0.12%+6,798New
Algert Global LLC6,788$345.6K0.01%+6,788New
Captrust Financial Advisors6,786$345.5K0.00%−643−8.7%Reduced
Sweet Financial Partners, LLC6,750$343.7K0.08%00.0%Unchanged
Paloma Partners Management Co6,604$336.3K0.03%+6,604New
Teza Capital Management LLC6,538$332.9K0.04%+6,538New
Cornerstone Investment Partners, LLC6,425$327.2K0.02%+35+0.5%Added
Stephens Inc6,285$320.0K0.00%+565+9.9%Added
Guggenheim Capital LLC6,228$317.1K0.00%−2,626−29.7%Reduced
Avantax Advisory Services, Inc.6,008$305.9K0.00%+6,008New
Kimelman & Baird, LLC5,949$302.9K0.02%+5,949New
Maryland State Retirement & Pension System5,722$291.4K0.01%00.0%Unchanged
State of Wisconsin Investment Board5,663$288.4K0.00%−382−6.3%Reduced
Commonwealth Equity Services, LLC5,656$288.0K0.00%−1,167−17.1%Reduced
Northwestern Mutual Wealth Management Co5,396$274.8K0.00%+164+3.1%Added
Securian Asset Management, Inc5,354$272.6K0.01%−100−1.8%Reduced
Gateway Investment Advisers LLC5,140$261.7K0.00%00.0%Unchanged
Creative Planning5,083$258.8K0.00%+5,083New
Private Advisor Group, LLC5,028$256.0K0.00%+695+16.0%Added
BNP Paribas5,020$255.6K0.01%00.0%Unchanged
Centiva Capital, LP5,000$254.6K0.01%−15,100−75.1%Reduced
Perigon Wealth Management, LLC4,925$250.8K0.01%−62−1.2%Reduced
Cim Investment Mangement Inc4,909$250.0K0.08%−1,186−19.5%Reduced
Mariner, LLC4,868$247.8K0.00%+301+6.6%Added
Greenleaf Trust4,797$244.3K0.00%+39+0.8%Added
Bessemer Group Inc4,565$233.0K0.00%00.0%Unchanged
Stratos Wealth Advisors, LLC4,302$219.1K0.01%+4,302New
Kestra Advisory Services, LLC4,273$217.6K0.00%−577−11.9%Reduced
Federated Hermes, Inc.4,200$213.9K0.00%−125−2.9%Reduced
Crossmark Global Holdings, Inc.4,133$211.0K0.00%−427−9.4%Reduced
JustInvest LLC4,152$210.1K0.00%+4,152New
Claret Asset Management Corp4,111$209.0K0.04%+4,111New
The PNC Financial Services Group, Inc.3,441$175.2K0.00%−11,886−77.5%Reduced
Russell Investments Group, Ltd.3,209$163.4K0.00%+2,881+878.4%Added
nVerses Capital, LLC3,100$157.9K0.09%+2,500+416.7%Added
KBC Group NV2,008$102.0K0.00%+482+31.6%Added
GWM Advisors LLC1,729$88.0K0.00%+183+11.8%Added
Hilltop National Bank1,664$84.7K0.03%+165+11.0%Added
TD Waterhouse Canada Inc.1,275$65.6K0.00%−57−4.3%Reduced
Principal Securities, Inc.1,244$63.3K0.00%+63+5.3%Added
Signaturefd, LLC1,144$58.3K0.00%+554+93.9%Added
Tower Research Capital LLC (TRC)1,099$56.0K0.00%−3,100−73.8%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,020$51.9K0.00%+620+155.0%Added
Manchester Capital Management LLC947$48.2K0.01%+839+776.9%Added
Parallel Advisors, LLC935$47.6K0.00%−38−3.9%Reduced
Global Retirement Partners, LLC894$45.5K0.00%+605+209.3%Added
Ramirez Asset Management, Inc.800$40.7K0.01%00.0%Unchanged
National Bank of Canada747$38.4K0.00%−685−47.8%Reduced
Quadrant Capital Group LLC723$36.8K0.00%+11+1.5%Added
Point72 (DIFC) Ltd698$35.5K0.00%+698New
Bartlett & Co. Wealth Management LLC675$34.4K0.00%−200−22.9%Reduced
Quent Capital, LLC672$34.2K0.00%−59−8.1%Reduced
Bleichroeder LP660$33.6K0.01%00.0%Unchanged
Proequities, Inc.609$31.0K0.00%−25−3.9%Reduced
FIL Ltd603$30.7K0.00%−620−50.7%Reduced
Westside Investment Management, Inc.562$28.6K0.01%00.0%Unchanged
Wolff Wiese Magana LLC517$26.3K0.02%−223−30.1%Reduced
Steward Partners Investment Advisory, LLC494$25.2K0.00%−54−9.9%Reduced
Allspring Global Investments Holdings, LLC486$24.7K0.00%+15+3.2%Added
IFP Advisors, Inc443$22.6K0.00%−287−39.3%Reduced
Innealta Capital, LLC430$21.9K0.01%+430New
Nomura Asset Management Co Ltd400$20.4K0.00%00.0%Unchanged
Sandy Spring Bank376$19.1K0.00%+209+125.1%Added
Financial Management Professionals, Inc.375$19.0K0.00%00.0%Unchanged
GAMMA Investing LLC370$18.8K0.00%+139+60.2%Added
International Assets Investment Management, LLC334$17.0K0.00%+334New
Clearstead Advisors, LLC333$17.0K0.00%+131+64.9%Added
Park Place Capital Corp333$17.0K0.01%−215−39.2%Reduced
Brown Brothers Harriman & Co330$16.8K0.00%−89−21.2%Reduced
NBC Securities, Inc.315$16.0K0.00%+35+12.5%Added
Capital Advisors, Ltd. LLC314$16.0K0.00%+163+107.9%Added
Point72 Asia (Singapore) Pte. Ltd.296$15.0K0.00%+296New
Rise Advisors, LLC289$14.7K0.01%00.0%Unchanged
Pacifica Partners Inc.250$13.5K0.01%00.0%Unchanged
Allworth Financial LP238$13.0K0.00%+34+16.7%Added
CWM, LLC257$13.0K0.00%−93−26.6%Reduced
Quarry LP235$12.0K0.00%+33+16.3%Added
Whittier Trust Co215$10.9K0.00%00.0%Unchanged
Kozak & Associates, Inc.200$10.8K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA213$10.8K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC193$9.83K0.00%00.0%Unchanged
LRI Investments, LLC193$9.83K0.00%00.0%Unchanged
Lindbrook Capital, LLC186$9.47K0.00%+127+215.3%Added
Banque Cantonale Vaudoise168$9.00K0.00%00.0%Unchanged
Harbour Investments, Inc.163$8.30K0.00%00.0%Unchanged
CoreCap Advisors, LLC162$8.25K0.00%+44+37.3%Added
Versant Capital Management, Inc160$8.15K0.00%+144+900.0%Added
Covestor Ltd148$8.00K0.01%00.0%Unchanged
Central Trust Co140$7.13K0.00%−1,000−87.7%Reduced