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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 2024

Institutional positions in Lumentum Holdings Inc. as of Sep 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
386
+12 vs. Q2 2024
Shares held
73.3M
+3.43M (+4.9%) vs. Q2 2024
Total value
$4.65B
+$1.09B (+30.6%) vs. Q2 2024
New holders
72
104 more added
Sold out
60
134 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 386 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 2024: $4.65B
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 2024

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q2 2024.

Institutions holding LITE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Aster Capital Management (DIFC) Ltd405$25.7K0.01%+405New
Quarry LP436$27.6K0.01%+201+85.5%Added
National Bank of Canada447$28.3K0.00%−300−40.2%Reduced
Group One Trading, L.P.491$31.1K0.00%+491New
Steward Partners Investment Advisory, LLC513$32.5K0.00%+19+3.8%Added
Elequin Capital LP513$32.5K0.00%+513New
Pinpoint Asset Management Ltd515$32.6K0.01%−91,711−99.4%Reduced
Capital Performance Advisors LLP515$32.6K0.01%+515New
Wolff Wiese Magana LLC517$32.8K0.02%00.0%Unchanged
NBC Securities, Inc.527$33.0K0.00%+212+67.3%Added
Fifth Third Bancorp562$35.6K0.00%−16,890−96.8%Reduced
Westside Investment Management, Inc.562$35.6K0.01%00.0%Unchanged
CWM, LLC561$36.0K0.00%+304+118.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC599$38.0K0.00%−421−41.3%Reduced
Quadrant Capital Group LLC602$38.2K0.00%−121−16.7%Reduced
Bleichroeder LP660$41.8K0.01%00.0%Unchanged
IFP Advisors, Inc664$42.1K0.00%+221+49.9%Added
Nomura Asset Management Co Ltd670$42.5K0.00%+270+67.5%Added
Quent Capital, LLC672$42.8K0.00%00.0%Unchanged
FIL Ltd726$46.0K0.00%+123+20.4%Added
Manchester Capital Management LLC839$53.2K0.01%−108−11.4%Reduced
GAMMA Investing LLC894$56.7K0.01%+524+141.6%Added
Danske Bank A/S900$57.0K0.00%+900New
Ramirez Asset Management, Inc.1,000$63.4K0.01%+200+25.0%Added
Credit Agricole S A1,150$72.9K0.00%+1,150New
TD Waterhouse Canada Inc.1,314$80.7K0.00%+39+3.1%Added
Signaturefd, LLC1,302$82.5K0.00%+158+13.8%Added
Parallel Advisors, LLC1,386$87.8K0.00%+451+48.2%Added
GWM Advisors LLC1,891$119.9K0.00%+162+9.4%Added
KBC Group NV2,008$127.0K0.00%00.0%Unchanged
Headlands Technologies LLC2,612$165.5K0.02%+2,612New
The PNC Financial Services Group, Inc.2,901$183.9K0.00%−540−15.7%Reduced
Engineers Gate Manager LP3,183$201.7K0.00%−12,417−79.6%Reduced
Quantinno Capital Management LP3,224$204.3K0.00%+3,224New
CI Private Wealth, LLC3,226$204.5K0.00%+3,226New
Pinnacle Wealth Management Advisory Group, LLC3,245$205.7K0.02%+3,245New
Occudo Quantitative Strategies LP3,279$207.8K0.04%+3,279New
Shell Asset Management Co3,306$210.0K0.01%+3,306New
HighTower Advisors, LLC3,403$216.0K0.00%+3,403New
Kestra Advisory Services, LLC3,603$228.4K0.00%−670−15.7%Reduced
Gsa Capital Partners LLP3,622$230.0K0.02%+3,622New
Utah Retirement Systems3,700$234.5K0.00%+3,700New
Man Group plc3,705$234.8K0.00%+3,705New
Mount Yale Investment Advisors, LLC3,737$236.9K0.02%+3,737New
Maryland State Retirement & Pension System3,786$240.0K0.01%−1,936−33.8%Reduced
Envestnet Portfolio Solutions, Inc.3,827$242.6K0.00%−7,997−67.6%Reduced
Northwestern Mutual Wealth Management Co3,992$253.0K0.00%−1,404−26.0%Reduced
BNP Paribas4,041$256.1K0.01%−979−19.5%Reduced
First Citizens Bank & Trust Co4,089$259.2K0.01%+4,089New
Claret Asset Management Corp4,132$262.0K0.04%+21+0.5%Added
Crossmark Global Holdings, Inc.4,182$265.0K0.00%+49+1.2%Added
Stratos Wealth Advisors, LLC4,302$272.7K0.01%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.4,448$281.9K0.00%−64,284−93.5%Reduced
Private Advisor Group, LLC4,493$284.7K0.00%−535−10.6%Reduced
Federated Hermes, Inc.4,507$285.7K0.00%+307+7.3%Added
US Bancorp4,519$286.4K0.00%−31,776−87.5%Reduced
Bessemer Group Inc4,573$290.0K0.00%+8+0.2%Added
JustInvest LLC4,758$301.6K0.00%+606+14.6%Added
nVerses Capital, LLC4,800$304.2K0.14%+1,700+54.8%Added
Greenleaf Trust4,851$307.5K0.00%+54+1.1%Added
Cim Investment Mangement Inc4,909$311.1K0.09%00.0%Unchanged
Brevan Howard Capital Management LP4,974$315.3K0.02%+4,974New
SG Americas Securities, LLC5,049$320.0K0.00%+5,049New
Gateway Investment Advisers LLC5,140$325.8K0.00%00.0%Unchanged
Intech Investment Management LLC5,208$330.1K0.00%−6,113−54.0%Reduced
Securian Asset Management, Inc5,254$333.0K0.01%−100−1.9%Reduced
International Assets Investment Management, LLC21,169$334.0K0.00%+20,835+6,238.0%Added
Chesapeake Capital Corp5,187$334.7K0.30%+5,187New
Commonwealth Equity Services, LLC5,292$335.0K0.00%−364−6.4%Reduced
Tower Research Capital LLC (TRC)5,395$341.9K0.01%+4,296+390.9%Added
Mariner, LLC5,452$345.8K0.00%+584+12.0%Added
State of Wisconsin Investment Board5,663$358.9K0.00%00.0%Unchanged
Prudential Financial Inc5,692$360.8K0.00%−3,913−40.7%Reduced
Kimelman & Baird, LLC5,949$377.0K0.03%00.0%Unchanged
Mesirow Institutional Investment Management, Inc.6,236$395.2K0.03%−1,759−22.0%Reduced
Cornerstone Investment Partners, LLC6,241$395.6K0.02%−184−2.9%Reduced
Stephens Inc6,323$400.8K0.01%+38+0.6%Added
CWM Advisors, LLC6,483$410.9K0.04%−494−7.1%Reduced
Canada Pension Plan Investment Board6,500$412.0K0.00%+6,500New
Legacy Capital Group California, Inc.6,647$421.3K0.14%−151−2.2%Reduced
Advisor Group Holdings, Inc.6,893$436.9K0.00%−632−8.4%Reduced
Creative Planning6,914$438.2K0.00%+1,831+36.0%Added
Truist Financial Corp6,944$440.1K0.00%−4,110−37.2%Reduced
West Tower Group, LLC7,000$443.7K0.95%+7,000New
Cresset Asset Management, LLC7,186$455.4K0.00%−29−0.4%Reduced
Xponance, Inc.7,285$461.7K0.00%+33+0.5%Added
Wealth Enhancement Advisory Services, LLC7,408$469.5K0.00%−258−3.4%Reduced
Green Alpha Advisors, LLC7,539$477.8K0.38%−3,300−30.4%Reduced
Royal Bank of Canada7,551$478.0K0.00%−6,478−46.2%Reduced
Central Pacific Bank - Trust Division7,599$481.6K0.06%+7,479+6,232.5%Added
Public Employees Retirement Association of Colorado7,621$483.0K0.00%00.0%Unchanged
Quest Partners LLC7,765$492.1K0.04%+7,764+776,400.0%Added
Guggenheim Capital LLC7,802$494.5K0.00%+1,574+25.3%Added
State of Alaska, Department of Revenue7,848$497.0K0.01%+535+7.3%Added
Cetera Investment Advisers7,860$498.2K0.00%−3,554−31.1%Reduced
Neuberger Berman Group LLC8,011$507.7K0.00%+9+0.1%Added
Pictet Asset Management Holding SA8,185$518.8K0.00%−554−6.3%Reduced
Keynote Financial Services LLC8,283$525.0K0.40%−25−0.3%Reduced
Corton Capital Inc.8,410$533.0K0.26%−125−1.5%Reduced
Supplemental Annuity Collective Trust of NJ8,500$538.7K0.16%00.0%Unchanged