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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 18 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.

Q1 2025 vs. Q4 2024

How the institutions holding Lumentum Holdings Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of LITE: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders4506422−22
Shares74.2M1.27M80.8M+7.88M (+10.8%)
Value$6.23B$106.7M$5.04B−$1.08B (−17.7%)

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (72)

Institutions that held Lumentum Holdings Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to LITE in Q1 2025
InstitutionSharesValue% of portfolio
PointState Capital LP3,424,813$213.5M4.67%
Analog Century Management LP968,039$60.3M4.89%
Freestone Grove Partners LP633,825$39.5M0.41%
Channing Capital Management, LLC588,940$36.7M1.11%
Nuveen, LLC433,980$27.1M0.01%
Ophir Asset Management Pty Ltd416,887$26.0M4.54%
Junto Capital Management LP336,444$21.0M0.48%
Delta Global Management LP188,503$11.8M0.85%
Foursixthree Capital LP172,368$10.7M5.07%
Picton Mahoney Asset Management100,164$6.25M0.21%
Paloma Partners Management Co85,000$5.30M0.99%
Wolverine Asset Management LLC70,199$4.38M0.09%
Weiss Asset Management LP59,702$3.72M0.10%
Edgestream Partners, L.P.55,572$3.46M0.12%
Allianz Asset Management GmbH54,722$3.41M0.01%
Graham Capital Management, L.P.39,353$2.45M0.08%
Natixis Advisors, L.P.38,473$2.40M0.00%
SummitTX Capital, L.P.33,095$2.06M0.09%
AI-Squared Management Ltd25,100$1.56M2.05%
Neo Ivy Capital Management25,018$1.56M0.50%
Quantitative Investment Management, LLC22,844$1.42M0.13%
Ilex Capital Partners (UK) LLP20,420$1.27M0.05%
Y-Intercept (Hong Kong) Ltd19,833$1.24M0.08%
XTX Topco Ltd19,230$1.20M0.06%
Entropy Technologies, LP16,816$1.05M0.10%
Brevan Howard Capital Management LP14,780$921.4K0.03%
Simplex Trading, LLC12,134$756.0K0.03%
Andra AP-fonden11,879$740.5K0.01%
FORA Capital, LLC10,293$641.7K0.07%
Teacher Retirement System of Texas10,043$626.1K0.00%
Brinker Capital Investments, LLC9,253$576.8K0.01%
Orion Portfolio Solutions, LLC9,253$576.8K0.01%
Dymon Asia Capital (Singapore) Pte. Ltd.8,800$548.6K0.44%
Pinebridge Investments, L.P.7,314$456.0K0.00%
Northwest & Ethical Investments L.P.7,000$435.7K0.01%
Petrus Trust Company, LTA6,873$428.5K0.04%
Diametric Capital, LP6,452$402.2K0.48%
Mitsubishi UFJ Trust & Banking Corp6,229$388.3K0.00%
Numerai GP LLC6,153$383.6K0.07%
Universal- Beteiligungs- und Servicegesellschaft mbH5,234$326.3K0.00%
Seek First Inc.4,677$291.6K0.26%
United Services Automobile Association4,461$279.2K0.01%
Cambridge Investment Research Advisors, Inc.4,178$260.0K0.00%
Kickstand Ventures, LLC.3,845$239.7K0.06%
Virtu Financial LLC3,638$227.0K0.01%
West Tower Group, LLC3,500$218.2K0.57%
Ronald Blue Trust, Inc.3,209$200.0K0.00%
Coldstream Capital Management Inc2,474$154.2K0.00%
Asset Management One Co.,Ltd.1,109$69.1K0.00%
NBC Securities, Inc.931$58.0K0.00%
Aster Capital Management (DIFC) Ltd770$54.2K0.01%
Boston Private Wealth LLC649$40.5K0.00%
Skandinaviska Enskilda Banken AB (publ)407$25.4K0.00%
Quarry LP318$19.8K0.01%
Optiver Holding B.V.132$8.23K0.00%
Costello Asset Management, INC100$6.23K0.00%
Washington Trust Advisors, Inc.53$3.30K0.00%
Binnacle Investments Inc33$2.06K0.00%
Caitong International Asset Management Co., Ltd31$1.93K0.00%
NewSquare Capital LLC28$1.75K0.00%
UMA Financial Services, Inc.21$1.31K0.00%
Bellevue Asset Management, LLC20$1.25K0.00%
South State Corp.15$9360.00%
First Horizon Advisors, Inc.14$8730.00%
Highline Wealth Partners LLC13$8100.00%
Financial Network Wealth Advisors LLC12$7480.00%
Bare Financial Services, Inc8$4990.00%
Rialto Wealth Management, LLC8$4990.00%
WealthTrak Capital Management LLC5$3120.00%
True Wealth Design, LLC1$630.00%
Activest Wealth Management1$620.00%
Mission Financial Group, LLC397––

Sold out (94)

Institutions that held Lumentum Holdings Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of LITE in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Granite Investment Partners, LLC332,459$27.9M
Two Sigma Advisers, LP243,600$20.5M
Tairen Capital Ltd191,646$16.1M
Arrowstreet Capital, Limited Partnership189,936$15.9M
Intrinsic Edge Capital Management LLC161,102$13.5M
Ardsley Advisory Partners LP124,950$10.5M
D. E. Shaw & Co., Inc.113,788$9.55M
Tudor Investment Corp Et Al98,547$8.27M
Nishkama Capital, LLC89,205$7.49M
Engineers Gate Manager LP87,556$7.35M
Zweig-DiMenna Associates LLC84,000$7.05M
Cubist Systematic Strategies, LLC80,193$6.73M
CloudAlpha Capital Management Limited/Hong Kong68,015$5.71M
EAM Investors, LLC60,535$5.08M
Crestline Management, LP52,831$4.44M
Point72 Italy, S.r.l.44,631$3.75M
Moore Capital Management, LP44,278$3.72M
LMR Partners LLP40,800$3.43M
Concentric Capital Strategies, LP36,841$3.09M
Teza Capital Management LLC31,911$2.68M
Point72 (DIFC) Ltd27,371$2.30M
S Squared Technology, LLC26,463$2.22M
CenterBook Partners LP26,088$2.19M
Valliance Asset Management Ltd25,000$2.10M
Bayesian Capital Management, LP24,724$2.08M
Marvin & Palmer Associates Inc22,990$1.93M
Bank of Nova Scotia16,265$1.37M
Black Swift Group, LLC16,000$1.34M
HRT Financial LP14,088$1.18M
Eventide Asset Management, LLC13,845$1.16M
Gilder Gagnon Howe & Co LLC13,518$1.13M
Qsemble Capital Management, LP13,232$1.11M
P.A.W. Capital Corp12,000$1.01M
Kennedy Capital Management, Inc.11,761$987.3K
First Hawaiian Bank11,543$969.0K
Advisors Preferred, LLC10,105$865.0K
Friedenthal Financial9,213$773.4K
Point72 Asia (Singapore) Pte. Ltd.8,669$727.8K
Militia Capital Partners, LP8,000$671.6K
Dynamic Technology Lab Private Ltd7,331$615.0K
Fox Run Management, L.L.C.7,281$611.2K
Truist Financial Corp6,498$545.5K
Proficio Capital Partners LLC6,331$531.5K
Green Alpha Advisors, LLC6,147$516.0K
Bryce Point Capital, LLC5,975$501.6K
Cresset Asset Management, LLC5,842$490.4K
Dark Forest Capital Management LP5,582$468.6K
Alpha DNA Investment Management LLC5,074$426.0K
CWM Advisors, LLC4,800$403.0K
First Citizens Bank & Trust Co4,647$390.1K
Envestnet Portfolio Solutions, Inc.4,383$368.0K
MIG Capital, LLC4,010$336.6K
Versor Investments LP4,007$336.4K
Mount Yale Investment Advisors, LLC3,803$319.3K
Maryland State Retirement & Pension System3,786$317.8K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,774$316.8K
Baader Bank INC3,596$301.4K
West Michigan Advisors, LLC3,435$288.4K
Nebula Research & Development LLC3,432$288.1K
Wolverine Trading, LLC3,433$287.8K
Pinpoint Asset Management Ltd3,418$286.9K
ProShare Advisors LLC3,214$269.8K
Corton Capital Inc.3,166$265.8K
Blair William & Co3,131$262.8K
CI Private Wealth, LLC3,110$261.1K
MML Investors Services, LLC2,795$235.0K
Sherbrooke Park Advisers LLC2,705$227.1K
Princeton Capital Management LLC2,585$217.0K
Shelton Capital Management2,558$214.7K
Centiva Capital, LP2,551$214.2K
Parametrica Management Ltd2,469$207.3K
Net Worth Advisory Group2,462$206.7K
Walleye Trading LLC2,409$202.2K
CWC Advisors, LLC.2,392$200.8K
R Squared Ltd1,030$86.5K
Bayforest Capital Ltd710$59.6K
Bleichroeder LP660$55.4K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC625$52.5K
Torno Capital, LLC500$42.0K
Elequin Capital LP472$39.6K
Coppell Advisory Solutions LLC263$22.1K
Proequities, Inc.200$20.1K
LGT Financial Advisors LLC128$10.7K
Exchange Traded Concepts, LLC75$6.30K
Venturi Wealth Management, LLC64$5.37K
Leonteq Securities AG57$4.79K
GeoWealth Management, LLC53$4.45K
Concord Wealth Partners30$2.52K
Measured Risk Portfolios, Inc.20$1.68K
Investors Research Corp8$672
Caitlin John, LLC7$588
Aspetuck Financial Management LLC3$252
New Wave Wealth Advisors LLC1$84
MidAtlantic Capital Management, Inc.1$84

Not filed for Q1 2025 yet (6)

Institutions that held Lumentum Holdings Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LITE in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC1,228,371$103.1M
Caxton Associates LP18,577$1.56M
Hanseatic Management Services Inc13,882$1.17M
Chesapeake Capital Corp5,163$433.4K
Mesirow Institutional Investment Management, Inc.4,519$379.4K
Global Retirement Partners, LLC321$26.9K