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Livermore
Livermore
ZHEN

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 2024

Institutional positions in Lumentum Holdings Inc. as of Dec 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
450
+68 vs. Q3 2024
Shares held
74.2M
+1.03M (+1.4%) vs. Q3 2024
Total value
$6.23B
+$1.59B (+34.3%) vs. Q3 2024
New holders
110
140 more added
Sold out
42
123 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 450 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 2024: $6.23B
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 2024

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q3 2024.

Institutions holding LITE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Keener Financial Planning LLC1$00.00%00.0%Unchanged
Godsey & Gibb Associates1$840.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc1$840.00%00.0%Unchanged
Game Plan Financial Advisors, LLC1$840.00%00.0%Unchanged
MidAtlantic Capital Management, Inc.1$840.00%00.0%Unchanged
Wiser Advisor Group LLC1$840.00%+1New
Parkworth Wealth Management, Inc.1$840.00%+1New
New Wave Wealth Advisors LLC1$840.00%+1New
Bogart Wealth, LLC2$1680.00%−2−50.0%Reduced
Caldwell Sutter Capital, Inc.3$2520.00%00.0%Unchanged
Aspetuck Financial Management LLC3$2520.00%+3New
Putney Financial Group LLC3$2520.00%+3New
Darwin Advisors, LLC4$3350.00%00.0%Unchanged
Assetmark, Inc4$3360.00%+4New
Skopos Labs, Inc.4$3360.00%+4New
Creative Financial Designs Inc5$4200.00%00.0%Unchanged
Harbor Investment Advisory, LLC5$4200.00%00.0%Unchanged
Caitlin John, LLC7$5880.00%00.0%Unchanged
SJS Investment Consulting Inc.8$6720.00%−2−20.0%Reduced
Investors Research Corp8$6720.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$8400.00%00.0%Unchanged
EverSource Wealth Advisors, LLC10$8400.00%+10New
Private Wealth Management Group, LLC11$9240.00%00.0%Unchanged
Hollencrest Capital Management12$1.01K0.00%00.0%Unchanged
Clearstead Advisors, LLC12$1.01K0.00%00.0%Unchanged
Massmutual Trust Co FSB13$1.09K0.00%00.0%Unchanged
ORG Partners LLC13$1.09K0.00%00.0%Unchanged
Parkside Financial Bank & Trust14$1.18K0.00%+9+180.0%Added
Salem Investment Counselors Inc15$1.26K0.00%00.0%Unchanged
Princeton Global Asset Management LLC16$1.34K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC16$1.34K0.00%00.0%Unchanged
Bell Investment Advisors, Inc16$1.34K0.00%+6+60.0%Added
Crowley Wealth Management, Inc.18$1.51K0.00%+18New
Truvestments Capital LLC19$1.59K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC20$1.68K0.00%00.0%Unchanged
Measured Risk Portfolios, Inc.20$1.68K0.00%+20New
WPG Advisers, LLC20$1.68K0.00%+20New
St Germain D J Co Inc22$1.85K0.00%00.0%Unchanged
Hexagon Capital Partners LLC25$2.10K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC25$2.10K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc28$2.35K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC28$2.35K0.00%+28New
CIBC Private Wealth Group, LLC28$2.38K0.00%−225−88.9%Reduced
Moisand Fitzgerald Tamayo, LLC30$2.52K0.00%00.0%Unchanged
Bryn Mawr Trust Co30$2.52K0.00%00.0%Unchanged
Concord Wealth Partners30$2.52K0.00%00.0%Unchanged
Principal Securities, Inc.33$2.77K0.00%+19+135.7%Added
Larson Financial Group LLC37$3.11K0.00%−149−80.1%Reduced
JFS Wealth Advisors, LLC40$3.36K0.00%00.0%Unchanged
Huntington National Bank43$3.61K0.00%+8+22.9%Added
Grove Bank & Trust45$3.78K0.00%00.0%Unchanged
Sachetta, LLC46$3.86K0.00%+30+187.5%Added
Hemington Wealth Management49$4.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.50$4.00K0.00%00.0%Unchanged
Silicon Valley Capital Partners50$4.20K0.00%00.0%Unchanged
Smartleaf Asset Management LLC52$4.36K0.00%+34+188.9%Added
Farther Finance Advisors, LLC53$4.45K0.00%−318−85.7%Reduced
GeoWealth Management, LLC53$4.45K0.00%+53New
Leonteq Securities AG57$4.79K0.00%−18−24.0%Reduced
WealthCollab, LLC63$5.29K0.00%00.0%Unchanged
Venturi Wealth Management, LLC64$5.37K0.00%+4+6.7%Added
Private Trust Co NA66$5.54K0.00%00.0%Unchanged
Financial Perspectives, Inc66$5.54K0.00%00.0%Unchanged
Sandy Spring Bank72$6.04K0.00%−48−40.0%Reduced
Exchange Traded Concepts, LLC75$6.30K0.00%+75New
Prestige Wealth Management Group LLC85$7.14K0.00%00.0%Unchanged
Danske Bank A/S100$8.39K0.00%−800−88.9%Reduced
Tompkins Financial Corp100$8.39K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.100$8.39K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC118$9.91K0.00%00.0%Unchanged
LGT Financial Advisors LLC128$10.7K0.02%+81+172.3%Added
Geneos Wealth Management Inc.137$11.5K0.00%+23+20.2%Added
Glynn Capital Management LLC137$11.5K0.00%+137New
Central Trust Co140$11.8K0.00%00.0%Unchanged
Harbour Investments, Inc.163$13.7K0.00%00.0%Unchanged
Lindbrook Capital, LLC164$13.8K0.00%+31+23.3%Added
Rakuten Securities, Inc.180$15.1K0.01%+180New
Noble Wealth Management PBC182$15.3K0.01%+182New
Capital Advisors, Ltd. LLC196$16.0K0.00%00.0%Unchanged
LRI Investments, LLC193$16.2K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC202$17.0K0.00%+200+10,000.0%Added
Kozak & Associates, Inc.200$17.9K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA213$17.9K0.00%00.0%Unchanged
Whittier Trust Co215$18.0K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC217$18.2K0.01%+217New
Proequities, Inc.200$20.1K0.00%00.0%Unchanged
Golden State Wealth Management, LLC252$21.2K0.00%+252New
Pacifica Partners Inc.250$21.4K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC263$22.1K0.00%+263New
Rise Advisors, LLC289$24.3K0.01%00.0%Unchanged
Accent Capital Management, LLC316$26.5K0.02%00.0%Unchanged
Global Retirement Partners, LLC321$26.9K0.00%+36+12.6%Added
MAI Capital Management324$27.2K0.00%+324New
Umb Bank N A337$28.3K0.00%+253+301.2%Added
Allworth Financial LP286$28.7K0.00%+64+28.8%Added
Jones Financial Companies LLLP370$31.1K0.00%+130+54.2%Added
Financial Management Professionals, Inc.375$31.5K0.00%00.0%Unchanged
CoreCap Advisors, LLC397$33.3K0.00%+380+2,235.3%Added
Wolff Wiese Magana LLC452$37.9K0.03%−65−12.6%Reduced
Elequin Capital LP472$39.6K0.00%−41−8.0%Reduced