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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, 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
Steward Partners Investment Advisory, LLC484$40.6K0.00%−29−5.7%Reduced
National Bank of Canada491$41.2K0.00%+44+9.8%Added
Torno Capital, LLC500$42.0K0.01%+500New
J.Safra Asset Management Corp514$43.1K0.00%+122+31.1%Added
Westside Investment Management, Inc.562$47.2K0.01%00.0%Unchanged
Fifth Third Bancorp598$50.2K0.00%+36+6.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC625$52.5K0.00%+26+4.3%Added
Bleichroeder LP660$55.4K0.01%00.0%Unchanged
Quent Capital, LLC672$56.4K0.01%00.0%Unchanged
IFP Advisors, Inc649$57.0K0.00%−15−2.3%Reduced
Advisors Asset Management, Inc.691$58.0K0.00%+365+112.0%Added
Bayforest Capital Ltd710$59.6K0.07%+710New
Quadrant Capital Group LLC766$64.3K0.00%+164+27.2%Added
Daiwa Securities Group Inc.800$67.0K0.00%+800New
Walleye Capital LLC936$78.6K0.00%−18,486−95.2%Reduced
Ramirez Asset Management, Inc.1,000$84.0K0.02%00.0%Unchanged
CWM, LLC1,028$86.0K0.00%+467+83.2%Added
Manchester Capital Management LLC1,029$86.4K0.01%+190+22.6%Added
R Squared Ltd1,030$86.5K0.08%+1,030New
Credit Agricole S A1,150$96.5K0.00%00.0%Unchanged
GAMMA Investing LLC1,192$100.1K0.01%+298+33.3%Added
Signaturefd, LLC1,398$117.4K0.00%+96+7.4%Added
Parallel Advisors, LLC1,415$118.8K0.00%+29+2.1%Added
BNP Paribas1,895$159.1K0.01%−2,146−53.1%Reduced
US Bancorp2,038$171.1K0.00%−2,481−54.9%Reduced
TD Waterhouse Canada Inc.2,051$172.2K0.00%+737+56.1%Added
CWC Advisors, LLC.2,392$200.8K0.20%+2,392New
Walleye Trading LLC2,409$202.2K0.00%+2,409New
Net Worth Advisory Group2,462$206.7K0.06%+2,462New
Parametrica Management Ltd2,469$207.3K0.27%+2,469New
Covestor Ltd2,519$212.0K0.13%+2,371+1,602.0%Added
Centiva Capital, LP2,551$214.2K0.01%+2,551New
Shelton Capital Management2,558$214.7K0.01%+2,558New
Princeton Capital Management LLC2,585$217.0K0.07%+2,585New
Bessemer Group Inc2,612$219.0K0.00%−1,961−42.9%Reduced
Sherbrooke Park Advisers LLC2,705$227.1K0.07%+2,705New
MML Investors Services, LLC2,795$235.0K0.00%+2,795New
Whalen Wealth Management Inc.2,801$235.1K0.16%−8,161−74.4%Reduced
KBC Group NV2,949$248.0K0.00%+941+46.9%Added
The PNC Financial Services Group, Inc.2,983$250.4K0.00%+82+2.8%Added
Susquehanna International Group, LLP3,021$253.6K0.00%−8,082−72.8%Reduced
CI Private Wealth, LLC3,110$261.1K0.00%−116−3.6%Reduced
Blair William & Co3,131$262.8K0.00%+3,131New
Corton Capital Inc.3,166$265.8K0.15%−5,244−62.4%Reduced
ProShare Advisors LLC3,214$269.8K0.00%+3,214New
Pinnacle Wealth Management Advisory Group, LLC3,245$272.4K0.03%00.0%Unchanged
Capital Advantage, Inc.3,291$276.3K0.05%−17,299−84.0%Reduced
Stratos Wealth Advisors, LLC3,302$277.2K0.01%−1,000−23.2%Reduced
Shell Asset Management Co3,306$278.0K0.01%00.0%Unchanged
Commonwealth Equity Services, LLC3,396$285.0K0.00%−1,896−35.8%Reduced
Pinpoint Asset Management Ltd3,418$286.9K0.05%+2,903+563.7%Added
Wolverine Trading, LLC3,433$287.8K0.01%+3,433New
Nebula Research & Development LLC3,432$288.1K0.03%+3,432New
West Michigan Advisors, LLC3,435$288.4K0.09%+3,435New
Legacy Capital Group California, Inc.3,467$291.1K0.09%−3,180−47.8%Reduced
HighTower Advisors, LLC3,469$291.2K0.00%+66+1.9%Added
Kestra Advisory Services, LLC3,578$300.4K0.00%−25−0.7%Reduced
Baader Bank INC3,596$301.4K0.03%+3,596New
Utah Retirement Systems3,700$310.6K0.00%00.0%Unchanged
Ellevest, Inc.3,701$310.7K0.02%+3,701New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,774$316.8K0.05%+3,774New
Maryland State Retirement & Pension System3,786$317.8K0.01%00.0%Unchanged
Mount Yale Investment Advisors, LLC3,803$319.3K0.03%+66+1.8%Added
Private Advisor Group, LLC3,921$329.2K0.00%−572−12.7%Reduced
Versor Investments LP4,007$336.4K0.06%+4,007New
MIG Capital, LLC4,010$336.6K0.03%+4,010New
Claret Asset Management Corp4,161$349.0K0.06%+29+0.7%Added
Northwestern Mutual Wealth Management Co4,235$355.5K0.00%+243+6.1%Added
Crossmark Global Holdings, Inc.4,350$365.0K0.01%+168+4.0%Added
Envestnet Portfolio Solutions, Inc.4,383$368.0K0.00%+556+14.5%Added
Wiley Bros.-Aintree Capital, LLC4,225$377.5K0.00%+4,225New
Mesirow Institutional Investment Management, Inc.4,519$379.4K0.03%−1,717−27.5%Reduced
First Citizens Bank & Trust Co4,647$390.1K0.01%+558+13.6%Added
CWM Advisors, LLC4,800$403.0K0.05%−1,683−26.0%Reduced
Prudential Financial Inc4,949$403.1K0.00%−743−13.1%Reduced
Greenleaf Trust4,897$411.1K0.00%+46+0.9%Added
Cim Investment Mangement Inc4,909$412.1K0.12%00.0%Unchanged
Federated Hermes, Inc.5,004$420.1K0.00%+497+11.0%Added
Alpha DNA Investment Management LLC5,074$426.0K0.23%+5,074New
JustInvest LLC5,112$429.2K0.01%+354+7.4%Added
Securian Asset Management, Inc5,154$432.7K0.01%−100−1.9%Reduced
Chesapeake Capital Corp5,163$433.4K0.44%−24−0.5%Reduced
Gateway Investment Advisers LLC5,200$436.5K0.00%+60+1.2%Added
Ethic Inc.5,251$440.8K0.01%+5,251New
Nomura Asset Management Co Ltd5,281$443.3K0.00%+4,611+688.2%Added
SG Americas Securities, LLC5,326$447.0K0.00%+277+5.5%Added
Quantinno Capital Management LP5,470$459.2K0.00%+2,246+69.7%Added
Dark Forest Capital Management LP5,582$468.6K0.07%+5,582New
GWM Advisors LLC5,711$479.4K0.00%+3,820+202.0%Added
Quest Partners LLC5,761$483.6K0.06%−2,004−25.8%Reduced
Mariner, LLC5,785$485.7K0.00%+333+6.1%Added
Cresset Asset Management, LLC5,842$490.4K0.00%−1,344−18.7%Reduced
Kimelman & Baird, LLC5,949$499.4K0.04%00.0%Unchanged
Bryce Point Capital, LLC5,975$501.6K0.15%+5,975New
Green Alpha Advisors, LLC6,147$516.0K0.41%−1,392−18.5%Reduced
Stephens Inc6,187$519.4K0.01%−136−2.2%Reduced
Proficio Capital Partners LLC6,331$531.5K0.04%+6,331New
Truist Financial Corp6,498$545.5K0.00%−446−6.4%Reduced
Lecap Asset Management Ltd6,857$575.6K0.16%−18,894−73.4%Reduced
Cornerstone Investment Partners, LLC6,868$576.6K0.03%+627+10.0%Added