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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.

Q3 2025 vs. Q2 2025

How the institutions holding Lumentum Holdings Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of LITE: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders4834589+110
Shares83.8M875.3K78.8M−4.12M (−5.0%)
Value$7.96B$83.2M$12.8B+$4.93B (+62.6%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held Lumentum Holdings Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 160 by value.

Institutions new to LITE in Q3 2025
InstitutionSharesValue% of portfolio
Holocene Advisors, LP838,307$136.4M0.31%
FengHe Fund Management Pte. Ltd.441,100$71.8M6.55%
Ardmore Road Asset Management LP180,000$29.3M1.89%
Headwater Capital Co Ltd125,000$20.3M4.98%
Two Sigma Advisers, LP111,300$18.1M0.04%
Quadrature Capital Ltd110,188$17.9M0.21%
Ariose Capital Management Ltd97,609$15.9M5.33%
Kadensa Capital Ltd93,137$15.2M1.56%
Braun Stacey Associates Inc92,957$15.1M0.50%
Lord, Abbett & Co. LLC90,000$14.6M0.04%
Ardsley Advisory Partners LP86,000$14.0M2.15%
Swedbank AB59,600$9.70M0.01%
Concentric Capital Strategies, LP56,553$9.20M0.44%
D. E. Shaw & Co., Inc.55,294$9.00M0.01%
Caxton Associates LLP52,254$8.50M0.23%
Portolan Capital Management, LLC49,457$8.05M0.44%
Moore Capital Management, LP48,300$7.86M0.16%
Diameter Capital Partners LP48,000$7.81M0.82%
Shaolin Capital Management LLC47,000$7.65M0.37%
Twin Tree Management, LP46,769$7.61M0.36%
Beacon Harbor Wealth Advisors, Inc.45,774$7.45M1.74%
Lazard Asset Management LLC40,798$6.64M0.01%
Woodline Partners LP39,950$6.50M0.03%
Aristeia Capital LLC38,300$6.23M0.19%
Monolith Management Ltd36,623$5.96M2.63%
Trexquant Investment LP33,976$5.53M0.06%
Granahan Investment Management Inc32,881$5.35M0.22%
LGT Group Foundation30,866$5.29M0.06%
Exchange Traded Concepts, LLC32,336$5.26M0.05%
Union Bancaire Privee, UBP SA36,440$4.67M0.10%
XTX Topco Ltd24,402$3.97M0.21%
Tairen Capital Ltd23,000$3.74M0.40%
Credit Agricole S A20,014$3.26M0.01%
Highbridge Capital Management LLC18,900$3.08M0.16%
Hudson Bay Capital Management LP18,900$3.08M0.02%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.52,553$2.91M0.01%
Dymon Asia Capital (Singapore) Pte. Ltd.15,159$2.47M0.99%
Symmetry Investments LP14,900$2.42M0.20%
Williamson Legacy Group, LLC14,894$2.42M1.87%
Highland Capital Management, LLC14,329$2.33M0.12%
Dorsey Wright & Associates14,162$2.30M0.52%
HighVista Strategies LLC12,927$2.10M0.52%
Bamco Inc12,582$2.05M0.01%
AI-Squared Management Ltd12,000$1.95M2.03%
Global Trust Asset Management, LLC11,935$1.94M0.88%
Bouvel Investment Partners, LLC10,435$1.70M0.52%
HBK Investments L P9,500$1.55M0.02%
Mariner, LLC9,327$1.52M0.00%
Pacer Advisors, Inc.9,291$1.51M0.00%
Optimize Financial Inc9,262$1.51M0.78%
Bridgeway Capital Management, LLC9,120$1.48M0.03%
Bridgewater Associates, LP8,551$1.39M0.01%
China Universal Asset Management Co., Ltd.8,500$1.38M0.11%
Capstone Investment Advisors, LLC7,842$1.28M0.01%
Oasis Management Co Ltd.7,600$1.24M0.21%
Gsa Capital Partners LLP7,261$1.18M0.10%
FORA Capital, LLC7,141$1.16M0.21%
Baader Bank INC6,890$1.12M0.09%
Smith Group Asset Management, LLC6,790$1.10M0.06%
Sanders Morris Harris LLC6,233$1.01M0.13%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,007$977.4K0.00%
South Dakota Investment Council6,000$976.0K0.02%
Spire Wealth Management5,632$916.4K0.03%
Virtue Capital Management, LLC10,672$899.1K0.20%
Himension Fund5,315$864.8K0.05%
Integrated Wealth Concepts LLC4,751$773.0K0.01%
Castle Hook Partners LP4,716$767.3K0.01%
Truist Financial Corp4,653$757.1K0.00%
Chesapeake Capital Corp4,582$745.5K0.67%
AIA Group Ltd4,554$741.0K0.01%
Three Seasons Wealth, LLC4,425$720.0K0.07%
Pitcairn Co4,200$683.4K0.05%
Altfest L J & Co Inc3,723$605.8K0.07%
Neo Ivy Capital Management3,700$602.0K0.15%
OP Asset Management Ltd3,630$590.6K0.01%
Semanteon Capital Management, LP3,504$570.1K0.72%
J. Goldman & Co LP3,441$559.9K0.02%
Vontobel Holding Ltd.3,384$550.6K0.00%
Gladstone Institutional Advisory LLC3,364$547.4K0.02%
O'Neil Global Advisors, Inc.3,308$538.0K0.10%
Swiss Life Asset Management Ltd3,181$517.6K0.00%
Oppenheimer & Co Inc3,163$514.7K0.01%
Calton & Associates, Inc.3,100$504.4K0.08%
Sig Brokerage, LP2,880$468.6K0.12%
Veracity Capital LLC2,828$460.1K0.15%
West Michigan Advisors, LLC2,803$456.1K0.11%
WBI Investments2,785$453.1K0.12%
Chung Wu Investment Group, LLC2,600$423.0K0.35%
First Manhattan Co2,555$415.7K0.00%
Cerity Partners LLC2,418$393.5K0.00%
Huntleigh Advisors, Inc.2,350$382.4K0.07%
Edgestream Partners, L.P.2,146$349.2K0.01%
Yeomans Consulting Group, Inc.2,037$349.1K0.12%
American Trust2,119$344.8K0.03%
Rockefeller Capital Management L.P.2,070$336.8K0.00%
Fieldview Capital Management, LLC2,065$336.0K0.05%
Wesbanco Bank Inc2,036$331.3K0.01%
Harvest Fund Management Co., Ltd2,005$326.0K0.01%
Atlantic Union Bankshares Corp1,910$310.8K0.01%
Everence Capital Management Inc1,890$308.0K0.02%

Sold out (50)

Institutions that held Lumentum Holdings Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of LITE in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
PointState Capital LP2,532,821$240.8M
Channing Capital Management, LLC948,334$90.1M
Point72 Asset Management, L.P.791,708$75.3M
Hel Ved Capital Management Ltd255,390$24.3M
Shellback Capital, LP243,469$23.1M
FIL Ltd232,364$22.1M
Meridiem Capital Partners LP190,294$18.1M
Squarepoint Ops LLC113,325$10.8M
Point72 Hong Kong Ltd90,503$8.60M
Wolverine Asset Management LLC70,333$6.69M
Sora Investors LLC53,707$5.11M
Readystate Asset Management LP28,384$2.70M
Tudor Investment Corp Et Al27,595$2.62M
Maxi Investments CY Ltd27,360$2.60M
Sapience Investments, LLC21,397$2.03M
Collar Capital Management, LLC17,979$1.71M
Bayesian Capital Management, LP15,400$1.46M
MYDA Advisors LLC15,000$1.43M
Cubist Systematic Strategies, LLC13,259$1.26M
S Squared Technology, LLC10,000$950.6K
Caption Management, LLC8,517$809.6K
Renaissance Technologies LLC8,500$808.0K
ISAM Funds (UK) Ltd5,555$528.1K
Centiva Capital, LP5,139$488.5K
Diametric Capital, LP4,864$462.4K
Teza Capital Management LLC4,547$432.2K
Counterpoint Mutual Funds LLC4,341$412.7K
Mach-1 Financial Group, Inc.3,942$374.7K
Marex Group plc3,022$287.3K
Corton Capital Inc.2,860$271.9K
Petrus Trust Company, LTA2,840$270.0K
Mount Yale Investment Advisors, LLC2,771$263.4K
Versor Investments LP2,517$239.3K
Asset Management One Co.,Ltd.2,483$236.0K
Skopos Labs, Inc.1,164$110.7K
Family Legacy Financial Solutions, LLC834$76.1K
Symmetry Peak Management LLC740$70.3K
J.Safra Asset Management Corp308$29.3K
Twin Peaks Wealth Advisors, LLC211$25.2K
Central Trust Co140$13.3K
Optiver Holding B.V.120$11.4K
Traub Capital Management LLC80$7.61K
NewSquare Capital LLC56$5.32K
Riggs Asset Managment Co. Inc.22$2.09K
Bryn Mawr Trust Co21$2.00K
ORG Partners LLC13$1.24K
Ameritas Advisory Services, LLC11$1.05K
Bangor Savings Bank7$665
Putney Financial Group LLC3$285
Godsey & Gibb Associates1$96

Not filed for Q3 2025 yet (4)

Institutions that held Lumentum Holdings Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LITE in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank872,956$83.0M
Avantax Advisory Services, Inc.2,279$216.6K
First Horizon Advisors, Inc.43$4.09K
Parkworth Wealth Management, Inc.1$95