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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, 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
Capital Advisors, Ltd. LLC168$16.0K0.00%−33−16.4%Reduced
Covestor Ltd151$14.0K0.01%−27−15.2%Reduced
Central Trust Co140$13.3K0.00%00.0%Unchanged
AdvisorNet Financial, Inc122$11.6K0.00%+122New
Fourth Dimension Wealth, LLC120$11.4K0.00%−97−44.7%Reduced
Optiver Holding B.V.120$11.4K0.00%−12−9.1%Reduced
Massmutual Trust Co FSB119$11.3K0.00%+3+2.6%Added
Versant Capital Management, Inc112$10.6K0.00%+112New
Costello Asset Management, INC100$9.51K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC85$8.08K0.00%00.0%Unchanged
Traub Capital Management LLC80$7.61K0.01%+80New
Financial Perspectives, Inc66$6.27K0.00%00.0%Unchanged
Harbour Investments, Inc.65$6.18K0.00%−100−60.6%Reduced
Rakuten Securities, Inc.63$5.99K0.00%−413−86.8%Reduced
WealthCollab, LLC63$5.99K0.00%00.0%Unchanged
Clearstead Advisors, LLC60$5.70K0.00%+48+400.0%Added
Farmers & Merchants Investments Inc58$5.51K0.00%+6+11.5%Added
Binnacle Investments Inc58$5.51K0.00%+25+75.8%Added
Nisa Investment Advisors, LLC57$5.42K0.00%−61−51.7%Reduced
NewSquare Capital LLC56$5.32K0.00%+28+100.0%Added
Washington Trust Advisors, Inc.53$5.04K0.00%00.0%Unchanged
Silicon Valley Capital Partners50$4.75K0.00%00.0%Unchanged
WPG Advisers, LLC49$4.66K0.00%+8+19.5%Added
Grove Bank & Trust45$4.28K0.00%00.0%Unchanged
Private Trust Co NA43$4.09K0.00%−66−60.6%Reduced
First Horizon Advisors, Inc.43$4.09K0.00%+29+207.1%Added
Financial Connections Group, Inc.50$4.00K0.00%00.0%Unchanged
Hemington Wealth Management47$4.00K0.00%−1−2.1%Reduced
EverSource Wealth Advisors, LLC36$3.42K0.00%+27+300.0%Added
JFS Wealth Advisors, LLC35$3.33K0.00%−5−12.5%Reduced
Moisand Fitzgerald Tamayo, LLC30$2.85K0.00%00.0%Unchanged
Principal Securities, Inc.25$2.38K0.00%−8−24.2%Reduced
New England Capital Financial Advisors LLC25$2.38K0.00%00.0%Unchanged
Toth Financial Advisory Corp25$2.38K0.00%+25New
Smartleaf Asset Management LLC25$2.37K0.00%−11−30.6%Reduced
Caitong International Asset Management Co., Ltd24$2.28K0.00%−7−22.6%Reduced
Bare Financial Services, Inc23$2.19K0.00%+15+187.5%Added
Riggs Asset Managment Co. Inc.22$2.09K0.00%+22New
St Germain D J Co Inc22$2.09K0.00%+2+10.0%Added
Vermillion & White Wealth Management Group, LLC22$2.09K0.00%+6+37.5%Added
Bryn Mawr Trust Co21$2.00K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC20$1.90K0.00%00.0%Unchanged
Bellevue Asset Management, LLC20$1.90K0.00%00.0%Unchanged
Truvestments Capital LLC19$1.81K0.00%00.0%Unchanged
Assetmark, Inc19$1.81K0.00%+16+533.3%Added
Crowley Wealth Management, Inc.18$1.71K0.00%00.0%Unchanged
Fortitude Family Office, LLC18$1.71K0.00%+18New
Sachetta, LLC16$1.52K0.00%00.0%Unchanged
Princeton Global Asset Management LLC16$1.52K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC15$1.47K0.00%+15New
Parkside Financial Bank & Trust15$1.43K0.00%−2−11.8%Reduced
South State Corp.15$1.43K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$1.43K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$1.24K0.00%00.0%Unchanged
ORG Partners LLC13$1.24K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC12$1.14K0.00%00.0%Unchanged
Cromwell Holdings LLC12$1.14K0.00%+12New
Hollencrest Capital Management11$1.05K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$1.05K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC11$1.05K0.00%+11New
Avion Wealth16$1.00K0.00%+16New
Hughes Financial Services, LLC9$9900.00%+9New
Bell Investment Advisors, Inc10$9510.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.8$7610.00%00.0%Unchanged
Huntington National Bank8$7600.00%−41−83.7%Reduced
Rialto Wealth Management, LLC7$6660.00%−1−12.5%Reduced
Country Trust Bank7$6650.00%+7New
Bangor Savings Bank7$6650.00%+7New
Luminist Capital LLC6$5490.00%+6New
SJS Investment Consulting Inc.5$4760.00%−3−37.5%Reduced
Creative Financial Designs Inc5$4750.00%−5−50.0%Reduced
Harbor Investment Advisory, LLC5$4750.00%00.0%Unchanged
DecisionPoint Financial, LLC5$4580.00%+5New
Darwin Advisors, LLC4$3800.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.3$2850.00%00.0%Unchanged
Putney Financial Group LLC3$2850.00%00.0%Unchanged
Bogart Wealth, LLC2$1900.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc1$960.00%00.0%Unchanged
Godsey & Gibb Associates1$960.00%00.0%Unchanged
MV Capital Management, Inc.1$960.00%+1New
Game Plan Financial Advisors, LLC1$950.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$950.00%00.0%Unchanged
Keener Financial Planning LLC1$00.00%00.0%Unchanged
Activest Wealth Management0$00.00%−1−100.0%Sold out
Ophir Asset Management Pty Ltd0$00.00%−416,887−100.0%Sold out
Junto Capital Management LP0$00.00%−336,444−100.0%Sold out
Delta Global Management LP0$00.00%−188,503−100.0%Sold out
Woodline Partners LP0$00.00%−181,632−100.0%Sold out
Paloma Partners Management Co0$00.00%−85,000−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−76,426−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−55,572−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−33,095−100.0%Sold out
Symmetry Investments LP0$00.00%−27,900−100.0%Sold out
AI-Squared Management Ltd0$00.00%−25,100−100.0%Sold out
Neo Ivy Capital Management0$00.00%−25,018−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−22,844−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−21,324−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−20,420−100.0%Sold out
XTX Topco Ltd0$00.00%−19,230−100.0%Sold out
Scientech Research LLC0$00.00%−13,266−100.0%Sold out