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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, Q1 2025

Institutional positions in Lumentum Holdings Inc. as of Mar 31, 2025. 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
422
−22 vs. Q4 2024
Shares held
80.8M
+7.88M (+10.8%) vs. Q4 2024
Total value
$5.04B
−$1.08B (−17.7%) vs. Q4 2024
New holders
72
149 more added
Sold out
94
127 more reduced

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 422 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 heldQ1 2025: $5.04B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q4 2024.

Institutions holding LITE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Keener Financial Planning LLC1$00.00%00.0%Unchanged
Game Plan Financial Advisors, LLC1$620.00%00.0%Unchanged
Wiser Advisor Group LLC1$620.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$620.00%00.0%Unchanged
Activest Wealth Management1$620.00%+1New
Godsey & Gibb Associates1$630.00%00.0%Unchanged
True Wealth Design, LLC1$630.00%+1New
Glass Jacobson Investment Advisors llc1$840.00%00.0%Unchanged
Laurel Wealth Advisors LLC2$1250.00%−200−99.0%Reduced
Bogart Wealth, LLC2$1250.00%00.0%Unchanged
Assetmark, Inc3$1870.00%−1−25.0%Reduced
Caldwell Sutter Capital, Inc.3$1870.00%00.0%Unchanged
Putney Financial Group LLC3$1870.00%00.0%Unchanged
Harbor Investment Advisory, LLC5$3120.00%00.0%Unchanged
WealthTrak Capital Management LLC5$3120.00%+5New
Darwin Advisors, LLC4$3350.00%00.0%Unchanged
CoreCap Advisors, LLC7$4360.00%−390−98.2%Reduced
DiNuzzo Private Wealth, Inc.8$4990.00%−2−20.0%Reduced
SJS Investment Consulting Inc.8$4990.00%00.0%Unchanged
Bare Financial Services, Inc8$4990.00%+8New
Rialto Wealth Management, LLC8$4990.00%+8New
EverSource Wealth Advisors, LLC9$5610.00%−1−10.0%Reduced
Creative Financial Designs Inc10$6230.00%+5+100.0%Added
Bell Investment Advisors, Inc10$6240.00%−6−37.5%Reduced
Hollencrest Capital Management11$6860.00%−1−8.3%Reduced
Private Wealth Management Group, LLC11$6860.00%00.0%Unchanged
Financial Network Wealth Advisors LLC12$7480.00%+12New
Clearstead Advisors, LLC12$7490.00%00.0%Unchanged
ORG Partners LLC13$8100.00%00.0%Unchanged
Highline Wealth Partners LLC13$8100.00%+13New
First Horizon Advisors, Inc.14$8730.00%+14New
Salem Investment Counselors Inc15$9360.00%00.0%Unchanged
South State Corp.15$9360.00%+15New
Princeton Global Asset Management LLC16$9970.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC16$9970.00%00.0%Unchanged
Sachetta, LLC16$9980.00%−30−65.2%Reduced
Amundi19$1.02K0.00%−111,401−100.0%Reduced
Parkside Financial Bank & Trust17$1.06K0.00%+3+21.4%Added
Crowley Wealth Management, Inc.18$1.12K0.00%00.0%Unchanged
Truvestments Capital LLC19$1.18K0.00%00.0%Unchanged
Bellevue Asset Management, LLC20$1.25K0.00%+20New
St Germain D J Co Inc20$1.25K0.00%−2−9.1%Reduced
Signature Resources Capital Management, LLC20$1.25K0.00%00.0%Unchanged
Bryn Mawr Trust Co21$1.31K0.00%−9−30.0%Reduced
UMA Financial Services, Inc.21$1.31K0.00%+21New
New England Capital Financial Advisors LLC25$1.56K0.00%00.0%Unchanged
NewSquare Capital LLC28$1.75K0.00%+28New
Medallion Wealth Advisors, LLC28$1.78K0.00%00.0%Unchanged
Hexagon Capital Partners LLC29$1.81K0.00%+4+16.0%Added
Moisand Fitzgerald Tamayo, LLC30$1.87K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd31$1.93K0.00%+31New
Hemington Wealth Management48$2.00K0.00%−1−2.0%Reduced
Binnacle Investments Inc33$2.06K0.00%+33New
Smartleaf Asset Management LLC36$2.25K0.00%−16−30.8%Reduced
JFS Wealth Advisors, LLC40$2.49K0.00%00.0%Unchanged
WPG Advisers, LLC41$2.56K0.00%+21+105.0%Added
Principal Securities, Inc.33$2.77K0.00%00.0%Unchanged
Grove Bank & Trust45$2.81K0.00%00.0%Unchanged
Financial Connections Group, Inc.50$3.00K0.00%00.0%Unchanged
Huntington National Bank49$3.06K0.00%+6+14.0%Added
Silicon Valley Capital Partners50$3.13K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc52$3.24K0.00%+24+85.7%Added
Washington Trust Advisors, Inc.53$3.30K0.00%+53New
WealthCollab, LLC63$3.93K0.00%00.0%Unchanged
Financial Perspectives, Inc66$4.11K0.00%00.0%Unchanged
Sandy Spring Bank72$4.49K0.00%00.0%Unchanged
Glynn Capital Management LLC75$4.67K0.00%−62−45.3%Reduced
Prestige Wealth Management Group LLC85$5.30K0.00%00.0%Unchanged
Danske Bank A/S100$6.23K0.00%00.0%Unchanged
Tompkins Financial Corp100$6.23K0.00%00.0%Unchanged
Costello Asset Management, INC100$6.23K0.00%+100New
Private Trust Co NA109$6.79K0.00%+43+65.2%Added
Massmutual Trust Co FSB116$7.23K0.00%+103+792.3%Added
Nisa Investment Advisors, LLC118$7.36K0.00%00.0%Unchanged
Optiver Holding B.V.132$8.23K0.00%+132New
Central Trust Co140$8.73K0.00%00.0%Unchanged
Lindbrook Capital, LLC159$9.91K0.00%−5−3.0%Reduced
Harbour Investments, Inc.165$10.3K0.00%+2+1.2%Added
Kozak & Associates, Inc.200$10.5K0.00%00.0%Unchanged
Rise Advisors, LLC174$10.8K0.00%−115−39.8%Reduced
Covestor Ltd178$11.0K0.01%−2,341−92.9%Reduced
Noble Wealth Management PBC182$11.3K0.01%00.0%Unchanged
LRI Investments, LLC193$12.0K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC252$12.6K0.00%+224+800.0%Added
Capital Advisors, Ltd. LLC201$13.0K0.00%+5+2.6%Added
Compagnie Lombard Odier SCmA213$13.3K0.00%00.0%Unchanged
Pacifica Partners Inc.250$13.4K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC217$13.5K0.01%00.0%Unchanged
Hantz Financial Services, Inc.217$14.0K0.00%−9,823−97.8%Reduced
Daiwa Securities Group Inc.225$14.0K0.00%−575−71.9%Reduced
Geneos Wealth Management Inc.232$14.5K0.00%+95+69.3%Added
Golden State Wealth Management, LLC252$15.7K0.00%00.0%Unchanged
Allworth Financial LP333$19.6K0.00%+47+16.4%Added
Accent Capital Management, LLC316$19.7K0.01%00.0%Unchanged
Skopos Labs, Inc.317$19.8K0.00%+313+7,825.0%Added
Quarry LP318$19.8K0.01%+318New
Whittier Trust Co338$21.1K0.00%+123+57.2%Added
Larson Financial Group LLC353$22.0K0.00%+316+854.1%Added
MAI Capital Management356$22.2K0.00%+32+9.9%Added
Financial Management Professionals, Inc.375$23.4K0.00%00.0%Unchanged