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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, Q2 2025

Institutional positions in Lumentum Holdings Inc. as of Jun 30, 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
483
+67 vs. Q1 2025
Shares held
83.8M
+3.03M (+3.7%) vs. Q1 2025
Total value
$7.96B
+$2.93B (+58.1%) vs. Q1 2025
New holders
109
172 more added
Sold out
42
131 more reduced

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 483 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 heldQ2 2025: $7.96B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q1 2025.

Institutions holding LITE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ellevest, Inc.4,173$396.7K0.06%+292+7.5%Added
Kestra Advisory Services, LLC4,085$388.3K0.00%+139+3.5%Added
Occudo Quantitative Strategies LP4,055$385.5K0.04%−1,611−28.4%Reduced
Mach-1 Financial Group, Inc.3,942$374.7K0.11%+3,942New
Legacy Capital Group California, Inc.3,802$361.4K0.10%+342+9.9%Added
Skandinaviska Enskilda Banken AB (publ)3,792$360.5K0.00%+3,385+831.7%Added
Vident Advisory, LLC3,736$355.1K0.00%+3,736New
Utah Retirement Systems3,700$351.7K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.3,438$326.8K0.00%+229+7.1%Added
Kickstand Ventures, LLC.3,355$318.9K0.07%−490−12.7%Reduced
Stratos Wealth Advisors, LLC3,302$313.9K0.02%00.0%Unchanged
Capital Advantage, Inc.3,291$312.8K0.05%00.0%Unchanged
Resources Investment Advisors, LLC.3,257$309.6K0.00%+3,257New
Maryland State Retirement & Pension System3,176$301.9K0.01%+3,176New
HSBC Holdings PLC3,130$297.7K0.00%+3,130New
Blair William & Co3,120$296.6K0.00%+3,120New
Group One Trading, L.P.3,098$294.5K0.01%−4,172−57.4%Reduced
ProShare Advisors LLC3,077$292.5K0.00%+3,077New
CWC Advisors, LLC.3,077$292.5K0.15%+3,077New
Forum Financial Management, LP3,067$291.6K0.00%+3,067New
Sanctuary Advisors, LLC3,065$291.3K0.00%+3,065New
Marex Group plc3,022$287.3K0.01%+3,022New
Private Advisor Group, LLC2,938$279.3K0.00%−1,051−26.3%Reduced
Captrust Financial Advisors2,909$276.5K0.00%+2,909New
Corton Capital Inc.2,860$271.9K0.32%+2,860New
Petrus Trust Company, LTA2,840$270.0K0.03%−4,033−58.7%Reduced
CI Private Wealth, LLC2,814$267.5K0.00%+2,814New
Machina Capital S.A.S.2,792$265.4K0.06%+2,792New
SBI Securities Co., Ltd.2,785$264.7K0.01%−4,987−64.2%Reduced
Mount Yale Investment Advisors, LLC2,771$263.4K0.02%+2,771New
Coldstream Capital Management Inc2,757$262.1K0.00%+283+11.4%Added
Sender Co & Partners, Inc.2,600$247.2K0.07%+2,600New
Versor Investments LP2,517$239.3K0.04%+2,517New
Jones Financial Companies LLLP2,495$236.4K0.00%+540+27.6%Added
Asset Management One Co.,Ltd.2,483$236.0K0.00%+1,374+123.9%Added
Commonwealth Equity Services, LLC2,485$236.0K0.00%−904−26.7%Reduced
Bessemer Group Inc2,473$234.0K0.00%+136+5.8%Added
Shelton Capital Management2,454$233.3K0.01%+2,454New
Cambridge Investment Research Advisors, Inc.2,414$229.0K0.00%−1,764−42.2%Reduced
GAMMA Investing LLC2,401$228.2K0.01%+350+17.1%Added
Two Sigma Securities, LLC2,395$227.7K0.03%+2,395New
Fiduciary Trust Co2,377$226.0K0.00%+2,377New
Callan Family Office, LLC2,367$225.0K0.01%+2,367New
Princeton Capital Management LLC2,339$222.3K0.07%+2,339New
Fifth Third Wealth Advisors LLC2,327$221.2K0.01%+2,327New
Wolverine Trading, LLC2,322$220.0K0.01%+2,322New
Baird Financial Group, Inc.2,287$217.4K0.00%+2,287New
Shell Asset Management Co2,285$217.0K0.01%−550−19.4%Reduced
Avantax Advisory Services, Inc.2,279$216.6K0.00%+2,279New
State of Wyoming2,201$209.2K0.03%+2,201New
CIBC Asset Management Inc2,157$205.0K0.00%+2,157New
Tower Research Capital LLC (TRC)2,029$192.9K0.01%−1,436−41.4%Reduced
TD Waterhouse Canada Inc.2,062$188.5K0.00%+14+0.7%Added
KBC Group NV1,952$186.0K0.00%−997−33.8%Reduced
Signaturefd, LLC1,582$150.4K0.00%+223+16.4%Added
BNP Paribas1,500$142.6K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc1,240$117.9K0.03%+1,240New
Skopos Labs, Inc.1,164$110.7K0.01%+847+267.2%Added
Advisors Asset Management, Inc.1,123$106.8K0.00%+178+18.8%Added
NBC Securities, Inc.1,100$104.0K0.01%+169+18.2%Added
IFP Advisors, Inc100$104.0K0.00%−464−82.3%Reduced
CoreCap Advisors, LLC1,092$103.8K0.00%+1,085+15,500.0%Added
CWM, LLC1,088$103.0K0.00%−54−4.7%Reduced
Manchester Capital Management LLC1,029$97.8K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC971$92.3K0.00%+719+285.3%Added
Umb Bank N A827$78.6K0.00%+42+5.4%Added
Family Legacy Financial Solutions, LLC834$76.1K0.06%+834New
Ramirez Asset Management, Inc.800$76.0K0.01%−100−11.1%Reduced
Aster Capital Management (DIFC) Ltd772$73.4K0.02%+2+0.3%Added
Fifth Third Bancorp746$70.9K0.00%+42+6.0%Added
Symmetry Peak Management LLC740$70.3K0.80%+740New
Allworth Financial LP737$70.1K0.00%+404+121.3%Added
Quarry LP733$69.7K0.02%+415+130.5%Added
National Bank of Canada712$67.6K0.00%+240+50.8%Added
Hantz Financial Services, Inc.704$67.0K0.00%+487+224.4%Added
SRS Capital Advisors, Inc.692$65.8K0.00%−13−1.8%Reduced
Farther Finance Advisors, LLC576$54.8K0.00%−491−46.0%Reduced
Westside Investment Management, Inc.562$53.4K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC537$51.0K0.00%+153+39.8%Added
Wolff Wiese Magana LLC452$43.0K0.03%00.0%Unchanged
MAI Capital Management452$43.0K0.00%+96+27.0%Added
FNY Investment Advisers, LLC400$38.0K0.02%+400New
Nomura Asset Management Co Ltd390$37.1K0.00%00.0%Unchanged
Financial Management Professionals, Inc.375$35.6K0.00%00.0%Unchanged
Whittier Trust Co338$32.1K0.00%00.0%Unchanged
Accent Capital Management, LLC316$30.0K0.01%00.0%Unchanged
J.Safra Asset Management Corp308$29.3K0.00%−100−24.5%Reduced
Global Retirement Partners, LLC294$27.9K0.00%+294New
Parallel Advisors, LLC270$25.7K0.00%−472−63.6%Reduced
Twin Peaks Wealth Advisors, LLC211$25.2K0.01%+211New
Golden State Wealth Management, LLC252$24.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.245$23.3K0.00%+13+5.6%Added
Larson Financial Group LLC243$23.1K0.00%−110−31.2%Reduced
Compagnie Lombard Odier SCmA213$20.2K0.00%00.0%Unchanged
Danske Bank A/S200$19.0K0.00%+100+100.0%Added
Tompkins Financial Corp200$19.0K0.00%+100+100.0%Added
HighMark Wealth Management LLC200$19.0K0.01%+200New
LRI Investments, LLC193$18.3K0.00%00.0%Unchanged
Kozak & Associates, Inc.200$18.1K0.00%00.0%Unchanged
Rise Advisors, LLC174$16.5K0.01%00.0%Unchanged