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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, 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
Compagnie Lombard Odier SCmA213$34.7K0.00%00.0%Unchanged
Accent Capital Management, LLC265$43.1K0.02%−51−16.1%Reduced
Golden State Wealth Management, LLC266$43.3K0.00%+14+5.6%Added
Parallel Advisors, LLC281$45.7K0.00%+11+4.1%Added
Kozak & Associates, Inc.200$48.4K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.300$48.8K0.00%+300New
Steigerwald, Gordon & Koch Inc.300$48.8K0.00%+300New
Huntington National Bank338$55.0K0.00%+330+4,125.0%Added
Whittier Trust Co338$55.4K0.00%00.0%Unchanged
MAI Capital Management353$57.4K0.00%−99−21.9%Reduced
Financial Management Professionals, Inc.375$61.0K0.01%00.0%Unchanged
Rossby Financial, LCC450$77.1K0.03%+450New
Acadian Asset Management LLC492$80.0K0.00%+492New
SRS Capital Advisors, Inc.538$87.5K0.00%−154−22.3%Reduced
Westside Investment Management, Inc.562$91.4K0.01%00.0%Unchanged
Quent Capital, LLC582$94.7K0.01%+582New
Steward Partners Investment Advisory, LLC592$96.3K0.00%+55+10.2%Added
Wolff Wiese Magana LLC612$99.6K0.06%+160+35.4%Added
Nisa Investment Advisors, LLC657$106.9K0.00%+600+1,052.6%Added
Employees Retirement System of Texas662$108.0K0.00%+662New
Farther Finance Advisors, LLC695$113.0K0.00%+119+20.7%Added
IFP Advisors, Inc750$122.0K0.00%+650+650.0%Added
Fifth Third Bancorp750$122.0K0.00%+4+0.5%Added
Manchester Capital Management LLC769$125.1K0.02%−260−25.3%Reduced
Allworth Financial LP784$127.5K0.00%+47+6.4%Added
Ramirez Asset Management, Inc.800$130.2K0.02%00.0%Unchanged
Saranac Partners Ltd800$130.2K0.02%+800New
Umb Bank N A920$149.7K0.00%+93+11.2%Added
NBC Securities, Inc.929$151.2K0.01%−171−15.5%Reduced
Shell Asset Management Co982$160.0K0.02%−1,303−57.0%Reduced
Smith Shellnut Wilson LLC1,230$200.1K0.08%+1,230New
Kelly Lawrence W & Associates Inc1,240$201.8K0.05%00.0%Unchanged
Diversify Advisory Services, LLC1,011$201.8K0.01%+1,011New
Glenmede Investment Management, LP1,251$203.6K0.00%+1,251New
PFG Investments, LLC1,256$204.4K0.01%+1,256New
AE Wealth Management LLC1,285$209.1K0.00%+1,285New
Hantz Financial Services, Inc.1,302$212.0K0.00%+598+84.9%Added
Evergreen Capital Management LLC1,347$219.2K0.01%+1,347New
NewEdge Wealth, LLC947$220.4K0.00%+947New
FNY Investment Advisers, LLC1,364$221.0K0.07%+964+241.0%Added
Meeder Advisory Services, Inc.1,388$225.8K0.01%+1,388New
BNP Paribas1,400$227.8K0.01%−100−6.7%Reduced
Captrust Financial Advisors1,496$243.4K0.00%−1,413−48.6%Reduced
Corient IA LLC1,500$244.1K0.18%+1,500New
Skandinaviska Enskilda Banken AB (publ)1,536$249.9K0.00%−2,256−59.5%Reduced
Belpointe Asset Management LLC1,537$250.1K0.01%+1,537New
USA Financial Portformulas Corp1,551$252.4K0.04%+1,551New
Signaturefd, LLC1,582$257.4K0.00%00.0%Unchanged
Colony Group, LLC1,588$258.8K0.00%+1,588New
180 Wealth Advisors, LLC1,592$259.0K0.03%+1,592New
Profund Advisors LLC1,604$261.0K0.01%+1,604New
Meiji Yasuda Asset Management Co Ltd.1,622$263.9K0.01%+1,622New
Beaton Management Co. Inc.1,620$264.0K0.12%+1,620New
Mindset Wealth Management, LLC1,635$266.0K0.07%+1,635New
EntryPoint Capital, LLC1,653$269.0K0.10%+1,653New
TriaGen Wealth Management LLC1,655$269.3K0.07%+1,655New
Johnson Financial Group, Inc.1,659$269.9K0.01%+1,659New
MML Investors Services, LLC1,682$273.7K0.00%+1,682New
Virginia Retirement Systems Et Al1,700$276.6K0.00%+1,700New
Callan Family Office, LLC1,740$283.1K0.01%−627−26.5%Reduced
Miracle Mile Advisors, LLC1,753$285.2K0.00%+1,753New
Ewa, LLC1,771$288.2K0.08%+1,771New
Net Worth Advisory Group1,782$289.9K0.08%+1,782New
Larson Financial Group LLC1,796$292.2K0.01%+1,553+639.1%Added
Scotia Capital Inc.1,825$296.9K0.00%+1,825New
O'Shaughnessy Asset Management, LLC1,855$301.8K0.00%+1,855New
D.A. Davidson & Co.1,861$302.8K0.00%+1,861New
Everence Capital Management Inc1,890$308.0K0.02%+1,890New
Atlantic Union Bankshares Corp1,910$310.8K0.01%+1,910New
CIBC Private Wealth Group, LLC1,918$312.1K0.00%+947+97.5%Added
KBC Group NV1,952$318.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.1,961$319.1K0.01%−824−29.6%Reduced
Brevan Howard Capital Management LP1,998$325.1K0.00%−43,435−95.6%Reduced
Harvest Fund Management Co., Ltd2,005$326.0K0.01%+2,005New
Wesbanco Bank Inc2,036$331.3K0.01%+2,036New
Fieldview Capital Management, LLC2,065$336.0K0.05%+2,065New
Rockefeller Capital Management L.P.2,070$336.8K0.00%+2,070New
TD Waterhouse Canada Inc.1,992$341.9K0.00%−70−3.4%Reduced
American Trust2,119$344.8K0.03%+2,119New
Tower Research Capital LLC (TRC)2,140$348.2K0.01%+111+5.5%Added
Yeomans Consulting Group, Inc.2,037$349.1K0.12%+2,037New
Edgestream Partners, L.P.2,146$349.2K0.01%+2,146New
CIBC Asset Management Inc2,157$351.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC2,209$359.4K0.01%+1,915+651.4%Added
CWM, LLC2,251$366.0K0.00%+1,163+106.9%Added
Baird Financial Group, Inc.2,274$370.0K0.00%−13−0.6%Reduced
CoreCap Advisors, LLC2,307$375.4K0.01%+1,215+111.3%Added
Princeton Capital Management LLC2,339$380.6K0.10%00.0%Unchanged
Jones Financial Companies LLLP2,368$380.8K0.00%−127−5.1%Reduced
Huntleigh Advisors, Inc.2,350$382.4K0.07%+2,350New
Fifth Third Wealth Advisors LLC2,357$383.5K0.01%+30+1.3%Added
Bessemer Group Inc2,380$387.0K0.00%−93−3.8%Reduced
Cerity Partners LLC2,418$393.5K0.00%+2,418New
Shelton Capital Management2,454$399.3K0.01%00.0%Unchanged
Ellevest, Inc.2,470$401.9K0.06%−1,703−40.8%Reduced
First Manhattan Co2,555$415.7K0.00%+2,555New
Chung Wu Investment Group, LLC2,600$423.0K0.35%+2,600New
Fiduciary Trust Co2,643$430.1K0.00%+266+11.2%Added
Stephens Inc2,662$433.1K0.01%−1,596−37.5%Reduced
State of Wyoming2,662$433.1K0.05%+461+20.9%Added