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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, Q4 2025

Institutional positions in Lumentum Holdings Inc. as of Dec 31, 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
757
+175 vs. Q3 2025
Shares held
80.1M
+1.25M (+1.6%) vs. Q3 2025
Total value
$29.5B
+$16.7B (+130.3%) vs. Q3 2025
New holders
239
180 more added
Sold out
64
269 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 757 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 heldQ4 2025: $29.5B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q3 2025.

Institutions holding LITE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.0$1810.00%0New
Dunhill Financial, LLC1$2350.00%+1New
Healthcare of Ontario Pension Plan Trust Fund1$3690.00%00.0%Unchanged
MV Capital Management, Inc.1$3690.00%00.0%Unchanged
Game Plan Financial Advisors, LLC1$3690.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc1$3690.00%00.0%Unchanged
Wiser Advisor Group LLC1$3690.00%00.0%Unchanged
Archer Investment Corp1$3690.00%+1New
Principia Wealth Advisory, LLC1$3690.00%+1New
MidAtlantic Capital Management, Inc.1$3690.00%+1New
ROSS\JOHNSON & Associates LLC1$3690.01%+1New
Godfrey Financial Associates, Inc.1$3690.00%+1New
Kayne Anderson Rudnick Investment Management LLC2$7370.00%00.0%Unchanged
Cornerstone Financial Management LLC2$7370.00%+2New
McGuire Capital Advisors Inc2$7370.00%+2New
Laurel Wealth Advisors LLC2$7380.00%+2New
Turning Point Benefit Group, Inc.3$1.10K0.00%+3New
Caldwell Sutter Capital, Inc.3$1.11K0.00%00.0%Unchanged
Eastern Bank3$1.11K0.00%+3New
Cornerstone Planning Group LLC3$1.16K0.00%+3New
Activest Wealth Management4$1.47K0.00%−15−78.9%Reduced
Darwin Advisors, LLC4$1.47K0.00%00.0%Unchanged
ORG Partners LLC5$1.84K0.00%+5New
DecisionPoint Financial, LLC5$1.84K0.00%00.0%Unchanged
Creative Financial Designs Inc5$1.84K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC5$1.84K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC5$1.84K0.00%+5New
North Star Investment Management Corp.6$2.21K0.00%+6New
Raffa Wealth Management, LLC6$2.21K0.00%+6New
Country Trust Bank7$2.58K0.00%00.0%Unchanged
TD Private Client Wealth LLC7$2.58K0.00%00.0%Unchanged
Ancora Advisors, LLC7$2.58K0.00%+7New
Rialto Wealth Management, LLC7$2.58K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd8$2.95K0.00%−178−95.7%Reduced
DiNuzzo Private Wealth, Inc.8$2.95K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$2.95K0.00%+3+60.0%Added
Hughes Financial Services, LLC9$3.32K0.00%00.0%Unchanged
Root Financial Partners, LLC9$3.32K0.00%+6+200.0%Added
Whittier Trust Co of Nevada Inc9$3.58K0.00%+9New
New Millennium Group LLC10$3.69K0.00%−14−58.3%Reduced
Financial Consulate, Inc10$3.69K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$3.69K0.00%+10New
Ares Systematic Credit Ltd11$4.05K0.00%+11New
Private Wealth Management Group, LLC11$4.05K0.00%00.0%Unchanged
Marquette Asset Management, LLC11$4.05K0.00%+11New
Cromwell Holdings LLC12$4.42K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC12$4.42K0.00%00.0%Unchanged
UMA Financial Services, Inc.12$4.42K0.00%+4+50.0%Added
Geneos Wealth Management Inc.13$4.79K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$4.79K0.00%00.0%Unchanged
Bellevue Asset Management, LLC15$5.53K0.00%−5−25.0%Reduced
South State Corp.15$5.53K0.00%00.0%Unchanged
Torren Management, LLC15$5.53K0.00%+15New
Princeton Global Asset Management LLC16$5.90K0.00%00.0%Unchanged
Sachetta, LLC16$5.90K0.00%00.0%Unchanged
Fortitude Family Office, LLC18$6.63K0.00%00.0%Unchanged
High Note Wealth, LLC18$6.63K0.00%+18New
Navalign, LLC18$6.63K0.00%+18New
MidFirst Bank228$6.63K0.00%+228New
Bayban18$6.63K0.01%+18New
T. Rowe Price Investment Management, Inc.18$7.00K0.00%00.0%Unchanged
WPG Advisers, LLC19$7.00K0.01%−16−45.7%Reduced
Stone House Investment Management, LLC20$7.37K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC20$7.37K0.00%00.0%Unchanged
Dogwood Wealth Management LLC21$7.74K0.00%+17+425.0%Added
Avion Wealth22$8.00K0.00%+2+10.0%Added
Vermillion & White Wealth Management Group, LLC22$8.11K0.00%00.0%Unchanged
St Germain D J Co Inc22$8.11K0.00%00.0%Unchanged
Bare Financial Services, Inc23$8.48K0.00%−5−17.9%Reduced
AdvisorNet Financial, Inc23$8.48K0.00%+18+360.0%Added
New England Capital Financial Advisors LLC25$9.21K0.00%00.0%Unchanged
Bell Investment Advisors, Inc25$9.21K0.00%+15+150.0%Added
Eq Wealth Advisors, LLC25$9.21K0.01%+25New
Toth Financial Advisory Corp27$9.95K0.00%+2+8.0%Added
Rothschild Investment LLC29$10.7K0.00%+28+2,800.0%Added
Keating Financial Advisory Services, Inc.29$10.7K0.00%+29New
Moisand Fitzgerald Tamayo, LLC30$11.1K0.00%00.0%Unchanged
First Horizon Corp30$11.1K0.00%+3+11.1%Added
Essential Partners LLC31$11.4K0.00%+29+1,450.0%Added
Parkside Financial Bank & Trust31$11.4K0.00%+15+93.8%Added
JFS Wealth Advisors, LLC35$12.9K0.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.39$14.0K0.01%+39New
Private Trust Co NA43$15.8K0.00%00.0%Unchanged
Grove Bank & Trust45$16.6K0.00%00.0%Unchanged
Salomon & Ludwin, LLC47$16.8K0.00%+47New
Rossby Financial, LCC48$17.7K0.01%−402−89.3%Reduced
Financial Connections Group, Inc.50$18.0K0.01%00.0%Unchanged
Silicon Valley Capital Partners50$18.4K0.00%00.0%Unchanged
Bogart Wealth, LLC54$19.9K0.00%+52+2,600.0%Added
Strategic Advocates LLC58$21.5K0.01%−2−3.3%Reduced
Kozak & Associates, Inc.66$23.2K0.00%−134−67.0%Reduced
Farmers & Merchants Investments Inc63$23.2K0.00%+5+8.6%Added
Assetmark, Inc63$23.2K0.00%+29+85.3%Added
WealthCollab, LLC63$23.2K0.01%00.0%Unchanged
Financial Perspectives, Inc66$24.3K0.01%00.0%Unchanged
Elyxium Wealth, LLC66$24.3K0.01%+66New
Signature Equity Partners, LLC66$24.3K0.01%+66New
Truvestments Capital LLC76$28.0K0.01%+57+300.0%Added
V-Square Quantitative Management LLC77$28.4K0.00%+77New
Pinnacle Wealth Planning Services, Inc.81$29.9K0.00%+81New