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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, 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
Advisors Asset Management, Inc.945$58.9K0.00%+254+36.8%Added
NBC Securities, Inc.931$58.0K0.00%+931New
Ramirez Asset Management, Inc.900$56.1K0.01%−100−10.0%Reduced
Aster Capital Management (DIFC) Ltd770$54.2K0.01%+770New
Walleye Capital LLC833$51.9K0.00%−103−11.0%Reduced
Quadrant Capital Group LLC823$51.3K0.00%+57+7.4%Added
Umb Bank N A785$48.9K0.00%+448+132.9%Added
Parallel Advisors, LLC742$46.3K0.00%−673−47.6%Reduced
SRS Capital Advisors, Inc.705$44.0K0.00%+605+605.0%Added
Fifth Third Bancorp704$43.9K0.00%+106+17.7%Added
Boston Private Wealth LLC649$40.5K0.00%+649New
Quent Capital, LLC578$36.0K0.00%−94−14.0%Reduced
IFP Advisors, Inc564$35.2K0.00%−85−13.1%Reduced
Westside Investment Management, Inc.562$35.0K0.01%00.0%Unchanged
Rakuten Securities, Inc.476$29.7K0.01%+296+164.4%Added
National Bank of Canada472$29.4K0.00%−19−3.9%Reduced
Wolff Wiese Magana LLC452$28.2K0.02%00.0%Unchanged
J.Safra Asset Management Corp408$25.4K0.00%−106−20.6%Reduced
Skandinaviska Enskilda Banken AB (publ)407$25.4K0.00%+407New
Nomura Asset Management Co Ltd390$24.3K0.00%−4,891−92.6%Reduced
Steward Partners Investment Advisory, LLC384$23.9K0.00%−100−20.7%Reduced
Financial Management Professionals, Inc.375$23.4K0.00%00.0%Unchanged
MAI Capital Management356$22.2K0.00%+32+9.9%Added
Larson Financial Group LLC353$22.0K0.00%+316+854.1%Added
Whittier Trust Co338$21.1K0.00%+123+57.2%Added
Quarry LP318$19.8K0.01%+318New
Skopos Labs, Inc.317$19.8K0.00%+313+7,825.0%Added
Accent Capital Management, LLC316$19.7K0.01%00.0%Unchanged
Allworth Financial LP333$19.6K0.00%+47+16.4%Added
Golden State Wealth Management, LLC252$15.7K0.00%00.0%Unchanged
Geneos Wealth Management Inc.232$14.5K0.00%+95+69.3%Added
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
Fourth Dimension Wealth, LLC217$13.5K0.01%00.0%Unchanged
Pacifica Partners Inc.250$13.4K0.01%00.0%Unchanged
Compagnie Lombard Odier SCmA213$13.3K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC201$13.0K0.00%+5+2.6%Added
CIBC Private Wealth Group, LLC252$12.6K0.00%+224+800.0%Added
LRI Investments, LLC193$12.0K0.00%00.0%Unchanged
Noble Wealth Management PBC182$11.3K0.01%00.0%Unchanged
Covestor Ltd178$11.0K0.01%−2,341−92.9%Reduced
Rise Advisors, LLC174$10.8K0.00%−115−39.8%Reduced
Kozak & Associates, Inc.200$10.5K0.00%00.0%Unchanged
Harbour Investments, Inc.165$10.3K0.00%+2+1.2%Added
Lindbrook Capital, LLC159$9.91K0.00%−5−3.0%Reduced
Central Trust Co140$8.73K0.00%00.0%Unchanged
Optiver Holding B.V.132$8.23K0.00%+132New
Nisa Investment Advisors, LLC118$7.36K0.00%00.0%Unchanged
Massmutual Trust Co FSB116$7.23K0.00%+103+792.3%Added
Private Trust Co NA109$6.79K0.00%+43+65.2%Added
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
Prestige Wealth Management Group LLC85$5.30K0.00%00.0%Unchanged
Glynn Capital Management LLC75$4.67K0.00%−62−45.3%Reduced
Sandy Spring Bank72$4.49K0.00%00.0%Unchanged
Financial Perspectives, Inc66$4.11K0.00%00.0%Unchanged
WealthCollab, LLC63$3.93K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.53$3.30K0.00%+53New
Farmers & Merchants Investments Inc52$3.24K0.00%+24+85.7%Added
Silicon Valley Capital Partners50$3.13K0.00%00.0%Unchanged
Huntington National Bank49$3.06K0.00%+6+14.0%Added
Financial Connections Group, Inc.50$3.00K0.00%00.0%Unchanged
Grove Bank & Trust45$2.81K0.00%00.0%Unchanged
Principal Securities, Inc.33$2.77K0.00%00.0%Unchanged
WPG Advisers, LLC41$2.56K0.00%+21+105.0%Added
JFS Wealth Advisors, LLC40$2.49K0.00%00.0%Unchanged
Smartleaf Asset Management LLC36$2.25K0.00%−16−30.8%Reduced
Binnacle Investments Inc33$2.06K0.00%+33New
Hemington Wealth Management48$2.00K0.00%−1−2.0%Reduced
Caitong International Asset Management Co., Ltd31$1.93K0.00%+31New
Moisand Fitzgerald Tamayo, LLC30$1.87K0.00%00.0%Unchanged
Hexagon Capital Partners LLC29$1.81K0.00%+4+16.0%Added
Medallion Wealth Advisors, LLC28$1.78K0.00%00.0%Unchanged
NewSquare Capital LLC28$1.75K0.00%+28New
New England Capital Financial Advisors LLC25$1.56K0.00%00.0%Unchanged
UMA Financial Services, Inc.21$1.31K0.00%+21New
Bryn Mawr Trust Co21$1.31K0.00%−9−30.0%Reduced
St Germain D J Co Inc20$1.25K0.00%−2−9.1%Reduced
Signature Resources Capital Management, LLC20$1.25K0.00%00.0%Unchanged
Bellevue Asset Management, LLC20$1.25K0.00%+20New
Truvestments Capital LLC19$1.18K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.18$1.12K0.00%00.0%Unchanged
Parkside Financial Bank & Trust17$1.06K0.00%+3+21.4%Added
Amundi19$1.02K0.00%−111,401−100.0%Reduced
Sachetta, LLC16$9980.00%−30−65.2%Reduced
Princeton Global Asset Management LLC16$9970.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC16$9970.00%00.0%Unchanged
Salem Investment Counselors Inc15$9360.00%00.0%Unchanged
South State Corp.15$9360.00%+15New
First Horizon Advisors, Inc.14$8730.00%+14New
ORG Partners LLC13$8100.00%00.0%Unchanged
Highline Wealth Partners LLC13$8100.00%+13New
Clearstead Advisors, LLC12$7490.00%00.0%Unchanged
Financial Network Wealth Advisors LLC12$7480.00%+12New
Hollencrest Capital Management11$6860.00%−1−8.3%Reduced
Private Wealth Management Group, LLC11$6860.00%00.0%Unchanged
Bell Investment Advisors, Inc10$6240.00%−6−37.5%Reduced
Creative Financial Designs Inc10$6230.00%+5+100.0%Added
EverSource Wealth Advisors, LLC9$5610.00%−1−10.0%Reduced