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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, Q3 2025

Institutional positions in Lumentum Holdings Inc. as of Sep 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
589
+110 vs. Q2 2025
Shares held
78.8M
−4.12M (−5.0%) vs. Q2 2025
Total value
$12.8B
+$4.93B (+62.6%) vs. Q2 2025
New holders
160
155 more added
Sold out
50
188 more reduced

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 589 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 heldQ3 2025: $12.8B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q2 2025.

Institutions holding LITE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Keener Financial Planning LLC1$00.00%00.0%Unchanged
MV Capital Management, Inc.1$1630.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc1$1630.00%00.0%Unchanged
Game Plan Financial Advisors, LLC1$1630.00%00.0%Unchanged
Rothschild Investment LLC1$1630.00%+1New
Healthcare of Ontario Pension Plan Trust Fund1$1630.00%+1New
Mma Asset Management LLC1$1630.00%+1New
Wiser Advisor Group LLC1$1630.00%+1New
Bogart Wealth, LLC2$3250.00%00.0%Unchanged
Essential Partners LLC2$3250.00%+2New
Kayne Anderson Rudnick Investment Management LLC2$4080.00%−13−86.7%Reduced
Caldwell Sutter Capital, Inc.3$4880.00%00.0%Unchanged
Root Financial Partners, LLC3$4880.00%+3New
Darwin Advisors, LLC4$6500.00%00.0%Unchanged
Dogwood Wealth Management LLC4$6510.00%+4New
AdvisorNet Financial, Inc5$8140.00%−117−95.9%Reduced
SJS Investment Consulting Inc.5$8140.00%00.0%Unchanged
Creative Financial Designs Inc5$8140.00%00.0%Unchanged
Harbor Investment Advisory, LLC5$8140.00%00.0%Unchanged
Tortoise Investment Management, LLC5$8140.00%+5New
DecisionPoint Financial, LLC5$8570.00%00.0%Unchanged
Cloud Capital Management, LLC11$1.00K0.00%+11New
Luminist Capital LLC6$1.03K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.8$1.06K0.00%00.0%Unchanged
Rialto Wealth Management, LLC7$1.14K0.00%00.0%Unchanged
Country Trust Bank7$1.14K0.00%00.0%Unchanged
TD Private Client Wealth LLC7$1.14K0.00%+7New
UMA Financial Services, Inc.8$1.30K0.00%+8New
Bell Investment Advisors, Inc10$1.63K0.00%00.0%Unchanged
Financial Consulate, Inc10$1.63K0.00%+10New
Hollencrest Capital Management11$1.79K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$1.79K0.00%00.0%Unchanged
Harbour Investments, Inc.12$1.95K0.00%−53−81.5%Reduced
Cromwell Holdings LLC12$1.95K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC12$1.95K0.00%00.0%Unchanged
Geneos Wealth Management Inc.13$2.12K0.00%−232−94.7%Reduced
Highline Wealth Partners LLC13$2.12K0.00%00.0%Unchanged
Hughes Financial Services, LLC9$2.34K0.00%00.0%Unchanged
South State Corp.15$2.44K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$2.44K0.00%00.0%Unchanged
Princeton Global Asset Management LLC16$2.60K0.00%00.0%Unchanged
Sachetta, LLC16$2.60K0.00%00.0%Unchanged
Parkside Financial Bank & Trust16$2.60K0.00%+1+6.7%Added
Caitong International Asset Management Co., Ltd18$2.93K0.00%−6−25.0%Reduced
Fortitude Family Office, LLC18$2.93K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.18$2.93K0.00%00.0%Unchanged
Avion Wealth20$3.00K0.00%+4+25.0%Added
T. Rowe Price Investment Management, Inc.18$3.00K0.00%+18New
Truvestments Capital LLC19$3.09K0.00%00.0%Unchanged
Activest Wealth Management19$3.09K0.00%+19New
Bellevue Asset Management, LLC20$3.25K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC20$3.25K0.00%00.0%Unchanged
Stone House Investment Management, LLC20$3.25K0.00%+20New
St Germain D J Co Inc22$3.58K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC22$3.58K0.00%00.0%Unchanged
New Millennium Group LLC24$3.90K0.00%+24New
Smartleaf Asset Management LLC25$4.06K0.00%00.0%Unchanged
Toth Financial Advisory Corp25$4.07K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC25$4.07K0.00%00.0%Unchanged
First Horizon Corp27$4.39K0.00%+27New
Principal Securities, Inc.28$4.56K0.00%+3+12.0%Added
Bare Financial Services, Inc28$4.56K0.00%+5+21.7%Added
Moisand Fitzgerald Tamayo, LLC30$4.88K0.00%00.0%Unchanged
Assetmark, Inc34$5.53K0.00%+15+78.9%Added
WPG Advisers, LLC35$5.70K0.00%−14−28.6%Reduced
JFS Wealth Advisors, LLC35$5.70K0.00%00.0%Unchanged
Heartwood Wealth Advisors LLC36$5.86K0.00%+36New
Private Trust Co NA43$7.00K0.00%00.0%Unchanged
Hemington Wealth Management47$7.00K0.00%00.0%Unchanged
Grove Bank & Trust45$7.32K0.00%00.0%Unchanged
Financial Connections Group, Inc.50$8.00K0.00%00.0%Unchanged
Silicon Valley Capital Partners50$8.14K0.00%00.0%Unchanged
Rakuten Securities, Inc.51$8.30K0.00%−12−19.0%Reduced
Washington Trust Advisors, Inc.53$8.62K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc58$9.44K0.00%00.0%Unchanged
Binnacle Investments Inc58$9.44K0.01%00.0%Unchanged
Qube Research & Technologies Ltd59$9.60K0.00%+59New
Strategic Advocates LLC60$9.76K0.00%+60New
WealthCollab, LLC63$10.3K0.00%00.0%Unchanged
Financial Perspectives, Inc66$10.7K0.00%00.0%Unchanged
Natixis76$12.4K0.00%+76New
Prestige Wealth Management Group LLC85$13.8K0.00%00.0%Unchanged
Matrix Trust Co90$15.0K0.00%+90New
Clearstead Advisors, LLC99$16.1K0.00%+39+65.0%Added
Costello Asset Management, INC100$16.3K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC104$16.9K0.01%−16−13.3%Reduced
Versant Capital Management, Inc112$18.2K0.00%00.0%Unchanged
Massmutual Trust Co FSB129$21.0K0.00%+10+8.4%Added
Wealthspire Advisors, LLC147$23.9K0.00%+147New
Capital Advisors, Ltd. LLC168$27.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC167$27.2K0.00%+131+363.9%Added
Rise Advisors, LLC174$28.3K0.01%00.0%Unchanged
Covestor Ltd179$29.0K0.02%+28+18.5%Added
Noble Wealth Management PBC182$29.6K0.02%+182New
Aster Capital Management (DIFC) Ltd186$30.3K0.02%−586−75.9%Reduced
Leonteq Securities AG190$30.9K0.00%+190New
LRI Investments, LLC193$31.4K0.00%00.0%Unchanged
Danske Bank A/S200$32.5K0.00%00.0%Unchanged
Tompkins Financial Corp200$32.5K0.00%00.0%Unchanged
HighMark Wealth Management LLC200$32.5K0.01%00.0%Unchanged