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 $70.6B in total; superinvestors HHLR Advisors (Hillhouse) and Maverick Capital hold it.
13F holders, Q1 2026
Institutional positions in Lumentum Holdings Inc. as of Mar 31, 2026. 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
- 1,089
- +344 vs. Q4 2025
- Shares held
- 77.2M
- +6.00M (+8.4%) vs. Q4 2025
- Total value
- $54.1B
- +$27.8B (+106.0%) vs. Q4 2025
- New holders
- 428
- 281 more added
- Sold out
- 84
- 325 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,321 | $70.6B |
| Q1 2026 | 1,089 | $54.1B |
| Q4 2025 | 757 | $30.0B |
| Q3 2025 | 589 | $13.0B |
| Q2 2025 | 483 | $7.98B |
| Q1 2025 | 422 | $5.08B |
| Q4 2024 | 450 | $6.23B |
| Q3 2024 | 386 | $4.66B |
| Q2 2024 | 377 | $3.88B |
| Q1 2024 | 366 | $3.63B |
| Q4 2023 | 357 | $3.82B |
| Q3 2023 | 366 | $3.16B |
| Q2 2023 | 377 | $3.88B |
| Q1 2023 | 387 | $3.63B |
| Q4 2022 | 429 | $3.29B |
| Q3 2022 | 443 | $4.67B |
| Q2 2022 | 468 | $5.33B |
| Q1 2022 | 479 | $6.67B |
| Q4 2021 | 487 | $7.15B |
| Q3 2021 | 434 | $5.52B |
| Q2 2021 | 423 | $5.63B |
| Q1 2021 | 478 | $6.36B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,836,978 | $5.51B | 0.10% | −507,288−6.1% | Reduced |
| FMR LLC | 7,185,040 | $5.05B | 0.27% | −2,145,158−23.0% | Reduced |
| Vanguard Capital Management LLC | 4,639,788 | $3.26B | 0.08% | +4,639,788 | New |
| Vanguard Portfolio Management LLC | 3,701,524 | $2.60B | 0.14% | +3,701,524 | New |
| State Street Corp | 3,038,550 | $2.14B | 0.07% | +909,985+42.8% | Added |
| JPMorgan Chase & Co | 2,941,443 | $1.93B | 0.13% | +975,781+49.6% | Added |
| Geode Capital Management, LLC | 2,127,442 | $1.49B | 0.09% | +715,229+50.6% | Added |
| UBS Group AG | 1,412,599 | $992.7M | 0.18% | −169,893−10.7% | Reduced |
| WT Asset Management Ltd | 1,380,144 | $969.9M | 20.32% | +881,726+176.9% | Added |
| Capital World Investors | 1,313,852 | $923.3M | 0.13% | −2,304,472−63.7% | Reduced |
| Price T Rowe Associates Inc | 1,309,909 | $920.6M | 0.11% | +810,297+162.2% | Added |
| Invesco Ltd. | 1,176,393 | $826.7M | 0.08% | −1,123,941−48.9% | Reduced |
| Value Aligned Research Advisors, LLC | 1,057,260 | $743.0M | 8.80% | −114,941−9.8% | Reduced |
| Morgan Stanley | 1,027,574 | $722.1M | 0.04% | −24,185−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 974,034 | $684.5M | 0.10% | +143,312+17.3% | Added |
| Jane Street Group, LLC | 956,353 | $672.1M | 0.72% | +101,511+11.9% | Added |
| Goldman Sachs Group Inc | 890,778 | $626.0M | 0.08% | +454,430+104.1% | Added |
| Marex Group plc | 857,171 | $602.4M | 6.25% | +857,171 | New |
| Polar Capital Holdings Plc | 719,486 | $505.6M | 2.21% | −309,811−30.1% | Reduced |
| Assenagon Asset Management S.A. | 644,262 | $452.8M | 0.72% | −350,216−35.2% | Reduced |
| Schroder Investment Management Group | 606,056 | $425.9M | 0.35% | +432,524+249.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 587,679 | $413.0M | 1.39% | −383,930−39.5% | Reduced |
| Northern Trust Corp | 577,899 | $406.1M | 0.05% | +11,501+2.0% | Added |
| Bank of America Corp | 572,553 | $402.4M | 0.03% | −12,345−2.1% | Reduced |
| Janus Henderson Group PLC | 567,182 | $398.6M | 0.19% | +351,676+163.2% | Added |
| Barclays PLC | 556,058 | $390.8M | 0.14% | +248,222+80.6% | Added |
| Nuveen, LLC | 546,872 | $384.3M | 0.10% | +201,926+58.5% | Added |
| Deutsche Bank AG | 544,560 | $382.7M | 0.13% | +499,350+1,104.5% | Added |
| BNP Paribas Arbitrage, SA | 541,269 | $380.4M | 0.25% | −83,122−13.3% | Reduced |
| Capital Research Global Investors | 531,393 | $373.4M | 0.06% | −483,067−47.6% | Reduced |
| Anther Capital Ltd | 527,862 | $371.0M | 9.70% | +527,862 | New |
| HSBC Holdings PLC | 482,645 | $335.2M | 0.20% | +288,482+148.6% | Added |
| Bank of New York Mellon Corp | 456,861 | $321.1M | 0.06% | −60,325−11.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 427,417 | $300.4M | 0.27% | +424,360+13,881.6% | Added |
| Clear Street Group Inc. | 414,168 | $291.1M | 1.63% | +414,168 | New |
| Arrowstreet Capital, Limited Partnership | 404,867 | $284.5M | 0.15% | −1,449,934−78.2% | Reduced |
| Vanguard Fiduciary Trust Co | 402,555 | $282.9M | 0.07% | +402,555 | New |
| UBS Asset Management Americas Inc | 399,693 | $280.9M | 0.06% | +106,656+36.4% | Added |
| Two Sigma Investments, LP | 396,777 | $278.8M | 0.23% | +190,866+92.7% | Added |
| Citigroup Inc | 392,160 | $275.6M | 0.18% | −373,041−48.8% | Reduced |
| Voya Investment Management LLC | 388,262 | $272.9M | 0.28% | −156,337−28.7% | Reduced |
| AQR Capital Management LLC | 381,133 | $263.7M | 0.12% | +297,406+355.2% | Added |
| SG Americas Securities, LLC | 371,251 | $260.9M | 0.29% | +75,105+25.4% | Added |
| Dimensional Fund Advisors LP | 359,173 | $252.3M | 0.05% | −147,812−29.2% | Reduced |
| Susquehanna International Group, LLP | 346,604 | $243.6M | 0.32% | +13,040+3.9% | Added |
| Wells Fargo & Company | 341,410 | $239.9M | 0.05% | +207,627+155.2% | Added |
| Swedbank AB | 332,440 | $233.6M | 0.25% | +272,840+457.8% | Added |
| Ameriprise Financial Inc | 320,973 | $225.3M | 0.05% | −136,438−29.8% | Reduced |
| Marshall Wace, LLP | 299,669 | $210.6M | 0.23% | +200,383+201.8% | Added |
| Franklin Resources Inc | 298,825 | $210.0M | 0.05% | +137,864+85.7% | Added |
| Federated Hermes, Inc. | 287,444 | $202.0M | 0.33% | −27,133−8.6% | Reduced |
| GF Fund Management Co. Ltd. | 283,699 | $199.4M | 3.33% | −131,546−31.7% | Reduced |
| 1832 Asset Management L.P. | 283,436 | $199.2M | 0.26% | −407,600−59.0% | Reduced |
| Hood River Capital Management LLC | 275,623 | $193.7M | 1.94% | −27,503−9.1% | Reduced |
| Legal & General Group Plc | 272,494 | $191.5M | 0.04% | +81,991+43.0% | Added |
| Toronto Dominion Bank | 272,402 | $191.4M | 0.37% | +255,240+1,487.2% | Added |
| Bank of Montreal | 268,025 | $188.4M | 0.08% | +137,701+105.7% | Added |
| Atreides Management, LP | 267,389 | $187.9M | 4.58% | −115,416−30.2% | Reduced |
| Oberweis Asset Management Inc | 266,222 | $187.1M | 5.53% | −14,708−5.2% | Reduced |
| Royal Bank of Canada | 238,576 | $167.7M | 0.03% | +81,306+51.7% | Added |
| Driehaus Capital Management LLC | 228,995 | $160.9M | 1.18% | −112,053−32.9% | Reduced |
| Amundi | 228,072 | $160.3M | 0.04% | +75,184+49.2% | Added |
| Robeco Schweiz AG | 214,826 | $151.0M | 3.19% | −185,271−46.3% | Reduced |
| Blue Whale Capital LLP | 212,056 | $149.0M | 7.09% | +72,791+52.3% | Added |
| Trivest Advisors Ltd | 212,000 | $149.0M | 10.73% | +34,000+19.1% | Added |
| E Fund Management Co., Ltd. | 209,446 | $147.2M | 4.37% | +209,446 | New |
| Swiss National Bank | 208,015 | $146.2M | 0.08% | +66,700+47.2% | Added |
| Neuberger Berman Group LLC | 207,005 | $145.0M | 0.11% | −278,949−57.4% | Reduced |
| HRT Financial LP | 205,903 | $144.7M | 0.36% | +134,243+187.3% | Added |
| Squarepoint Ops LLC | 205,248 | $144.2M | 0.31% | +107,548+110.1% | Added |
| Aspex Management (HK) Ltd | 203,942 | $143.3M | 2.08% | −478,017−70.1% | Reduced |
| Renaissance Technologies LLC | 202,838 | $142.5M | 0.22% | +202,838 | New |
| Avala Global LP | 202,037 | $142.0M | 6.82% | −25,800−11.3% | Reduced |
| Panoramic Hills Capital Ltd | 200,000 | $140.6M | 50.14% | +49,778+33.1% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 198,356 | $139.4M | 15.33% | +575+0.3% | Added |
| National Bank of Canada | 197,529 | $138.8M | 0.14% | +172,045+675.1% | Added |
| Anatole Investment Management Ltd | 195,681 | $137.5M | 19.20% | +195,681 | New |
| E20 Capital Ltd | 186,661 | $131.2M | 12.31% | +160,256+606.9% | Added |
| Raymond James Financial Inc | 179,165 | $125.9M | 0.04% | −11,185−5.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174,495 | $122.6M | 0.08% | +169,009+3,080.7% | Added |
| Wellington Management Group LLP | 169,304 | $119.0M | 0.02% | +78,401+86.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 160,091 | $112.5M | 0.37% | −138,324−46.4% | Reduced |
| Analog Century Management LP | 157,688 | $110.8M | 5.29% | −176,261−52.8% | Reduced |
| Tremblant Capital Group | 152,685 | $107.3M | 3.45% | −145,732−48.8% | Reduced |
| Castle Hook Partners LP | 151,430 | $106.4M | 2.15% | +140,862+1,332.9% | Added |
| Vanguard Global Advisers, LLC | 151,168 | $106.2M | 0.06% | +151,168 | New |
| FIL Ltd | 146,163 | $102.7M | 0.08% | +146,163 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 140,975 | $99.1M | 0.06% | +140,975 | New |
| Citadel Advisors LLC | 140,747 | $98.9M | 0.07% | +49,069+53.5% | Added |
| Styrax Capital, LP | 140,000 | $98.4M | 6.87% | +4,837+3.6% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 136,800 | $96.1M | 0.42% | +136,800 | New |
| Amanah Holdings Trust | 135,000 | $94.9M | 10.45% | 00.0% | Unchanged |
| TCW Group Inc | 133,178 | $93.6M | 0.70% | −208,111−61.0% | Reduced |
| AustralianSuper Pty Ltd | 125,567 | $88.2M | 0.46% | +61,567+96.2% | Added |
| Rhumbline Advisers | 124,871 | $87.8M | 0.08% | −57,707−31.6% | Reduced |
| Millennium Management LLC | 122,014 | $85.7M | 0.06% | −293,143−70.6% | Reduced |
| Toroso Investments, LLC | 120,248 | $84.4M | 0.26% | +50,128+71.5% | Added |
| Principal Financial Group Inc | 118,545 | $83.3M | 0.04% | −33,883−22.2% | Reduced |
| Rokos Capital Management LLP | 115,593 | $81.2M | 1.44% | −85,031−42.4% | Reduced |
| California Public Employees Retirement System | 114,392 | $80.4M | 0.05% | −3,253−2.8% | Reduced |