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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 18 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.

Q1 2026 vs. Q4 2025

How the institutions holding Lumentum Holdings Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of LITE: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders757121,089+344
Shares80.1M8.84M77.2M+6.00M (+8.4%)
Value$29.5B$3.26B$54.1B+$27.8B (+106.0%)

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (428)

Institutions that held Lumentum Holdings Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 428 by value.

Institutions new to LITE in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC4,639,788$3.26B0.08%
Vanguard Portfolio Management LLC3,701,524$2.60B0.14%
Marex Group plc857,171$602.4M6.25%
Anther Capital Ltd527,862$371.0M9.70%
Clear Street Group Inc.414,168$291.1M1.63%
Vanguard Fiduciary Trust Co402,555$282.9M0.07%
E Fund Management Co., Ltd.209,446$147.2M4.37%
Renaissance Technologies LLC202,838$142.5M0.22%
Anatole Investment Management Ltd195,681$137.5M19.20%
Vanguard Global Advisers, LLC151,168$106.2M0.06%
FIL Ltd146,163$102.7M0.08%
Sumitomo Mitsui Trust Holdings, Inc.140,975$99.1M0.06%
Tiger Global Management LLCSuperinvestorTiger Global Management136,800$96.1M0.42%
Lord, Abbett & Co. LLC99,438$69.9M0.23%
IMC-Chicago, LLC93,519$65.7M1.00%
Munro Partners73,395$51.6M1.75%
American Century Companies Inc62,786$44.1M0.02%
Royal London Asset Management Ltd55,750$39.2M0.08%
Estuary Capital Management LP52,749$37.1M6.20%
Aviva PLC52,214$36.7M0.06%
Ci Investments Inc.50,501$35.5M0.17%
Korea Investment CORP44,392$31.2M0.06%
Ossiam39,225$27.6M0.48%
AI-Squared Management Ltd36,321$25.5M18.58%
Vanguard Asset Management, Ltd36,133$25.4M0.02%
Rivermont Capital Management LP35,577$25.0M5.27%
Chevy Chase Trust Holdings, Inc.35,176$24.7M0.07%
Vanguard Investments Australia, Ltd.33,153$23.3M0.07%
Alta Park Capital, LP32,078$22.5M3.62%
Storebrand Asset Management AS30,885$21.7M0.06%
Whitebox Advisors LLC30,773$21.6M0.31%
Asset Management One Co.,Ltd.29,373$20.6M0.06%
Prudential PLC26,530$18.6M0.14%
Temasek Holdings (Private) Ltd25,926$18.2M0.06%
Sierra Summit Advisors LLC25,547$18.0M2.61%
Perseverance Asset Management International25,000$17.6M1.93%
Allspring Global Investments Holdings, LLC22,370$17.1M0.03%
Sora Investors LLC22,853$16.1M1.48%
Yaupon Capital Management LP22,192$15.6M0.77%
Resona Asset Management Co.,Ltd.21,480$14.9M0.07%
Penserra Capital Management LLC21,200$14.9M0.17%
Titan Global Capital Management USA LLC20,394$14.3M2.14%
LGT Fund Management Co Ltd.20,387$14.3M0.62%
Migdal Insurance & Financial Holdings Ltd.20,000$14.1M0.12%
Czech National Bank19,445$13.7M0.09%
Franchise GP Ltd19,150$13.5M4.95%
Marsico Capital Management LLC18,907$13.3M0.39%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund18,700$13.1M0.07%
Dilation Capital Management LP18,257$12.8M6.44%
Q Fund Management (Hong Kong) Ltd17,800$12.5M30.00%
Natixis16,863$11.9M0.05%
Walleye Trading LLC16,458$11.6M0.24%
Defiance ETFs, LLC16,244$11.4M0.16%
CIBC Bancorp USA Inc.16,143$11.4M0.02%
Tyro Capital Management LLC15,453$10.9M2.75%
BI Asset Management Fondsmaeglerselskab A/S14,940$10.5M0.11%
IFM Investors Pty Ltd14,669$10.3M0.09%
SEB Asset Management AB14,288$10.0M0.04%
UNICOM Systems, Inc.14,200$9.98M1.02%
Woodline Partners LP13,965$9.81M0.04%
UniSuper Management Pty Ltd13,156$9.25M0.06%
Ilmarinen Mutual Pension Insurance Co12,989$9.13M0.07%
Tredje AP-fonden12,840$9.02M0.05%
Public Sector Pension Investment Board12,800$9.00M0.03%
Oversea-Chinese Banking CORP Ltd12,437$8.73M0.26%
Thames Capital Management LLC12,267$8.62M1.55%
KR Capital LP12,150$8.54M1.71%
Freemont Management S.A.11,800$8.29M1.55%
Glynn Capital Management LLC11,420$8.03M3.84%
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management10,822$7.61M0.20%
UG Investment Advisers Ltd.10,700$7.52M5.08%
Night Squared LP10,678$7.50M1.10%
SeaTown Holdings Pte. Ltd.10,600$7.45M4.88%
NEOS Investment Management LLC10,290$7.23M0.04%
Mirae Asset Global ETFs Holdings Ltd.10,392$7.09M0.01%
Rakuten Investment Management, Inc.10,572$6.92M0.01%
British Columbia Investment Management Corp9,771$6.87M0.04%
Chapin Davis, Inc.9,765$6.86M1.53%
Sumitomo Mitsui DS Asset Management Company, Ltd9,684$6.81M0.06%
Nissay Asset Management Corp9,208$6.47M0.03%
ING Groep NV9,208$6.47M0.04%
Oddo BHF Asset Management SAS9,168$6.44M0.25%
Mawer Investment Management Ltd.8,883$6.24M0.04%
Erste Asset Management GmbH9,000$5.89M0.05%
Mackenzie Financial Corp8,169$5.74M0.01%
Engineers Gate Manager LP8,143$5.72M0.07%
Steadfast Capital Management LP8,100$5.69M0.21%
Alphadyne Asset Management LP7,861$5.52M0.72%
Sava Infond d.o.o.7,550$5.31M0.75%
Patton Fund Management, Inc.7,401$5.20M0.88%
Allstate Corp7,310$5.14M0.05%
Nordea Investment Management AB7,550$5.06M0.00%
Mitchell Capital Management Co7,130$5.01M0.92%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office6,963$4.89M0.17%
Ratan Capital Management LP6,862$4.82M1.79%
PensionDanmark Pensionsforsikringsaktieselskab6,612$4.65M0.05%
Spear Advisors LLC6,500$4.57M3.40%
Bokf, NA6,497$4.57M0.07%
Black Swift Group, LLC6,450$4.53M0.79%
XTX Topco Ltd6,407$4.50M0.08%

Sold out (84)

Institutions that held Lumentum Holdings Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of LITE in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Situational Awareness LP1,298,400$478.6M
Two Sigma Advisers, LP153,800$56.7M
Qube Research & Technologies Ltd72,017$26.5M
Discovery Capital Management, LLC62,400$23.0M
Peregrine Capital Management LLC36,024$13.3M
Silvercrest Asset Management Group LLC31,522$11.6M
Granahan Investment Management Inc28,498$10.5M
Aquatic Capital Management LLC26,802$9.88M
Riposte Capital LLC25,000$9.21M
Shellback Capital, LP20,000$7.37M
Janney Montgomery Scott LLC19,775$7.29M
Winton Group Ltd19,321$7.12M
Concentric Capital Strategies, LP16,175$5.96M
Hidden Lake Asset Management LP15,868$5.85M
Alberta Investment Management Corp15,500$5.71M
Virtu Financial LLC11,552$4.26M
Weiss Asset Management LP10,439$3.85M
Axxcess Wealth Management, LLC9,955$3.67M
Caisse de Depot Et Placement du Quebec9,100$3.35M
Ethic Inc.8,540$3.15M
Twin Tree Management, LP8,227$3.03M
Virginia Retirement Systems Et Al7,740$2.85M
Tocqueville Asset Management L.P.7,685$2.83M
Twinbeech Capital LP7,228$2.66M
Fourier Capital Management Ltd6,599$2.43M
Maxi Investments CY Ltd6,000$2.21M
Cordant, Inc.4,673$1.72M
Dark Forest Capital Management LP4,368$1.61M
Alyeska Investment Group, L.P.3,266$1.20M
Stratos Wealth Advisors, LLC3,202$1.18M
Summit Partners Public Asset Management, LLC3,000$1.11M
Quest Partners LLC2,993$1.10M
Forum Financial Management, LP2,745$1.01M
Geneva Partners, LLC2,740$1.01M
Sherman Porfolios, LLC2,686$990.0K
BlueCrest Capital Management Ltd2,416$890.5K
Wesbanco Bank Inc2,036$750.4K
Meiji Yasuda Asset Management Co Ltd.1,634$602.3K
PharVision Advisers, LLC1,445$532.6K
Oliver Luxxe Assets LLC1,301$479.5K
WMG Financial Advisors, LLC1,203$443.4K
Capital Advantage, Inc.1,173$432.4K
Centaurus Financial, Inc.1,056$389.0K
Fundamentun, LLC1,045$385.2K
Occudo Quantitative Strategies LP1,013$373.4K
Systematic Financial Management LP1,000$368.6K
CTC Alternative Strategies, Ltd.962$354.6K
Sage Rhino Capital LLC848$312.6K
TT International Asset Management LTD1,000$292.0K
Aigen Investment Management, LP761$280.5K
Elequin Capital LP743$273.9K
Skandinaviska Enskilda Banken AB (publ)715$263.5K
Quantbot Technologies LP713$262.8K
Capula Management Ltd669$246.6K
Trilogy Capital Inc.650$239.6K
ClearAlpha Technologies LP638$235.2K
Numerai GP LLC634$233.7K
Park Avenue Securities LLC627$231.0K
Two Sigma Securities, LLC613$225.9K
Cornerstone Wealth Management, LLC606$223.4K
VARCOV Co.606$223.4K
DV Trading LLC107$39.4K
Chesapeake Asset Management LLC100$36.9K
BOCHK Asset Management Ltd100$36.9K
Elyxium Wealth, LLC66$24.3K
Strategic Advocates LLC58$21.5K
IFC & Insurance Marketing, Inc.39$14.0K
Eq Wealth Advisors, LLC25$9.21K
Vermillion & White Wealth Management Group, LLC22$8.11K
T. Rowe Price Investment Management, Inc.18$7.00K
Navalign, LLC18$6.63K
MidFirst Bank228$6.63K
Bellevue Asset Management, LLC15$5.53K
Financial Network Wealth Advisors LLC12$4.42K
Ares Systematic Credit Ltd11$4.05K
Aster Capital Management (DIFC) Ltd8$2.95K
Ancora Advisors, LLC7$2.58K
Flagship Harbor Advisors, LLC5$1.84K
Eastern Bank3$1.11K
Turning Point Benefit Group, Inc.3$1.10K
Laurel Wealth Advisors LLC2$738
McGuire Capital Advisors Inc2$737
MidAtlantic Capital Management, Inc.1$369
ROSS\JOHNSON & Associates LLC1$369

Not filed for Q1 2026 yet (12)

Institutions that held Lumentum Holdings Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LITE in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc7,388,774$2.72B
Norges Bank1,287,325$474.5M
Keystone Investors Pte Ltd110,164$40.6M
Comerica Bank37,390$13.8M
Capitolis Liquid Global Markets LLC7,000$2.58M
Global Retirement Partners, LLC4,321$1.59M
UBS Oconnor LLC3,083$1.14M
CIBC Private Wealth Group, LLC2,767$1.02M
Alpha Cubed Investments, LLC1,212$446.7K
Yeomans Consulting Group, Inc.1,163$428.7K
New Millennium Group LLC10$3.69K
ORG Partners LLC5$1.84K