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.
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 | $70.5B |
| Q1 2026 | 1,089 | $54.1B |
| Q4 2025 | 757 | $29.5B |
| Q3 2025 | 589 | $12.8B |
| Q2 2025 | 483 | $7.96B |
| Q1 2025 | 422 | $5.04B |
| Q4 2024 | 450 | $6.23B |
| Q3 2024 | 386 | $4.65B |
| Q2 2024 | 377 | $3.87B |
| Q1 2024 | 366 | $3.58B |
| Q4 2023 | 357 | $3.76B |
| Q3 2023 | 366 | $3.16B |
| Q2 2023 | 377 | $3.88B |
| Q1 2023 | 387 | $3.42B |
| Q4 2022 | 429 | $3.29B |
| Q3 2022 | 443 | $4.62B |
| Q2 2022 | 468 | $5.28B |
| Q1 2022 | 479 | $6.61B |
| Q4 2021 | 487 | $7.14B |
| Q3 2021 | 434 | $5.52B |
| Q2 2021 | 423 | $5.58B |
| 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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 140,747 | $98.9M | 0.07% | +49,069+53.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 140,975 | $99.1M | 0.06% | +140,975 | New |
| FIL Ltd | 146,163 | $102.7M | 0.08% | +146,163 | New |
| Vanguard Global Advisers, LLC | 151,168 | $106.2M | 0.06% | +151,168 | New |
| Castle Hook Partners LP | 151,430 | $106.4M | 2.15% | +140,862+1,332.9% | Added |
| Tremblant Capital Group | 152,685 | $107.3M | 3.45% | −145,732−48.8% | Reduced |
| Analog Century Management LP | 157,688 | $110.8M | 5.29% | −176,261−52.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 160,091 | $112.5M | 0.37% | −138,324−46.4% | Reduced |
| Wellington Management Group LLP | 169,304 | $119.0M | 0.02% | +78,401+86.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174,495 | $122.6M | 0.08% | +169,009+3,080.7% | Added |
| Raymond James Financial Inc | 179,165 | $125.9M | 0.04% | −11,185−5.9% | Reduced |
| E20 Capital Ltd | 186,661 | $131.2M | 12.31% | +160,256+606.9% | Added |
| Anatole Investment Management Ltd | 195,681 | $137.5M | 19.20% | +195,681 | New |
| National Bank of Canada | 197,529 | $138.8M | 0.14% | +172,045+675.1% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 198,356 | $139.4M | 15.33% | +575+0.3% | Added |
| Panoramic Hills Capital Ltd | 200,000 | $140.6M | 50.14% | +49,778+33.1% | Added |
| Avala Global LP | 202,037 | $142.0M | 6.82% | −25,800−11.3% | Reduced |
| Renaissance Technologies LLC | 202,838 | $142.5M | 0.22% | +202,838 | New |
| Aspex Management (HK) Ltd | 203,942 | $143.3M | 2.08% | −478,017−70.1% | Reduced |
| Squarepoint Ops LLC | 205,248 | $144.2M | 0.31% | +107,548+110.1% | Added |
| HRT Financial LP | 205,903 | $144.7M | 0.36% | +134,243+187.3% | Added |
| Neuberger Berman Group LLC | 207,005 | $145.0M | 0.11% | −278,949−57.4% | Reduced |
| Swiss National Bank | 208,015 | $146.2M | 0.08% | +66,700+47.2% | Added |
| E Fund Management Co., Ltd. | 209,446 | $147.2M | 4.37% | +209,446 | New |
| Trivest Advisors Ltd | 212,000 | $149.0M | 10.73% | +34,000+19.1% | Added |
| Blue Whale Capital LLP | 212,056 | $149.0M | 7.09% | +72,791+52.3% | Added |
| Robeco Schweiz AG | 214,826 | $151.0M | 3.19% | −185,271−46.3% | Reduced |
| Amundi | 228,072 | $160.3M | 0.04% | +75,184+49.2% | Added |
| Driehaus Capital Management LLC | 228,995 | $160.9M | 1.18% | −112,053−32.9% | Reduced |
| Royal Bank of Canada | 238,576 | $167.7M | 0.03% | +81,306+51.7% | Added |
| Oberweis Asset Management Inc | 266,222 | $187.1M | 5.53% | −14,708−5.2% | Reduced |
| Atreides Management, LP | 267,389 | $187.9M | 4.58% | −115,416−30.2% | Reduced |
| Bank of Montreal | 268,025 | $188.4M | 0.08% | +137,701+105.7% | Added |
| Toronto Dominion Bank | 272,402 | $191.4M | 0.37% | +255,240+1,487.2% | Added |
| Legal & General Group Plc | 272,494 | $191.5M | 0.04% | +81,991+43.0% | Added |
| Hood River Capital Management LLC | 275,623 | $193.7M | 1.94% | −27,503−9.1% | Reduced |
| 1832 Asset Management L.P. | 283,436 | $199.2M | 0.26% | −407,600−59.0% | Reduced |
| GF Fund Management Co. Ltd. | 283,699 | $199.4M | 3.33% | −131,546−31.7% | Reduced |
| Federated Hermes, Inc. | 287,444 | $202.0M | 0.33% | −27,133−8.6% | Reduced |
| Franklin Resources Inc | 298,825 | $210.0M | 0.05% | +137,864+85.7% | Added |
| Marshall Wace, LLP | 299,669 | $210.6M | 0.23% | +200,383+201.8% | Added |
| Ameriprise Financial Inc | 320,973 | $225.3M | 0.05% | −136,438−29.8% | Reduced |
| Swedbank AB | 332,440 | $233.6M | 0.25% | +272,840+457.8% | Added |
| Wells Fargo & Company | 341,410 | $239.9M | 0.05% | +207,627+155.2% | Added |
| Susquehanna International Group, LLP | 346,604 | $243.6M | 0.32% | +13,040+3.9% | Added |
| Dimensional Fund Advisors LP | 359,173 | $252.3M | 0.05% | −147,812−29.2% | Reduced |
| SG Americas Securities, LLC | 371,251 | $260.9M | 0.29% | +75,105+25.4% | Added |
| AQR Capital Management LLC | 381,133 | $263.7M | 0.12% | +297,406+355.2% | Added |
| Voya Investment Management LLC | 388,262 | $272.9M | 0.28% | −156,337−28.7% | Reduced |
| Citigroup Inc | 392,160 | $275.6M | 0.18% | −373,041−48.8% | Reduced |
| Two Sigma Investments, LP | 396,777 | $278.8M | 0.23% | +190,866+92.7% | Added |
| UBS Asset Management Americas Inc | 399,693 | $280.9M | 0.06% | +106,656+36.4% | Added |
| Vanguard Fiduciary Trust Co | 402,555 | $282.9M | 0.07% | +402,555 | New |
| Arrowstreet Capital, Limited Partnership | 404,867 | $284.5M | 0.15% | −1,449,934−78.2% | Reduced |
| Clear Street Group Inc. | 414,168 | $291.1M | 1.63% | +414,168 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 427,417 | $300.4M | 0.27% | +424,360+13,881.6% | Added |
| Bank of New York Mellon Corp | 456,861 | $321.1M | 0.06% | −60,325−11.7% | Reduced |
| HSBC Holdings PLC | 482,645 | $335.2M | 0.20% | +288,482+148.6% | Added |
| Anther Capital Ltd | 527,862 | $371.0M | 9.70% | +527,862 | New |
| Capital Research Global Investors | 531,393 | $373.4M | 0.06% | −483,067−47.6% | Reduced |
| BNP Paribas Arbitrage, SA | 541,269 | $380.4M | 0.25% | −83,122−13.3% | Reduced |
| Deutsche Bank AG | 544,560 | $382.7M | 0.13% | +499,350+1,104.5% | Added |
| Nuveen, LLC | 546,872 | $384.3M | 0.10% | +201,926+58.5% | Added |
| Barclays PLC | 556,058 | $390.8M | 0.14% | +248,222+80.6% | Added |
| Janus Henderson Group PLC | 567,182 | $398.6M | 0.19% | +351,676+163.2% | Added |
| Bank of America Corp | 572,553 | $402.4M | 0.03% | −12,345−2.1% | Reduced |
| Northern Trust Corp | 577,899 | $406.1M | 0.05% | +11,501+2.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 587,679 | $413.0M | 1.39% | −383,930−39.5% | Reduced |
| Schroder Investment Management Group | 606,056 | $425.9M | 0.35% | +432,524+249.2% | Added |
| Assenagon Asset Management S.A. | 644,262 | $452.8M | 0.72% | −350,216−35.2% | Reduced |
| Polar Capital Holdings Plc | 719,486 | $505.6M | 2.21% | −309,811−30.1% | Reduced |
| Marex Group plc | 857,171 | $602.4M | 6.25% | +857,171 | New |
| Goldman Sachs Group Inc | 890,778 | $626.0M | 0.08% | +454,430+104.1% | Added |
| Jane Street Group, LLC | 956,353 | $672.1M | 0.72% | +101,511+11.9% | Added |
| Charles Schwab Investment Management Inc | 974,034 | $684.5M | 0.10% | +143,312+17.3% | Added |
| Morgan Stanley | 1,027,574 | $722.1M | 0.04% | −24,185−2.3% | Reduced |
| Value Aligned Research Advisors, LLC | 1,057,260 | $743.0M | 8.80% | −114,941−9.8% | Reduced |
| Invesco Ltd. | 1,176,393 | $826.7M | 0.08% | −1,123,941−48.9% | Reduced |
| Price T Rowe Associates Inc | 1,309,909 | $920.6M | 0.11% | +810,297+162.2% | Added |
| Capital World Investors | 1,313,852 | $923.3M | 0.13% | −2,304,472−63.7% | Reduced |
| WT Asset Management Ltd | 1,380,144 | $969.9M | 20.32% | +881,726+176.9% | Added |
| UBS Group AG | 1,412,599 | $992.7M | 0.18% | −169,893−10.7% | Reduced |
| Geode Capital Management, LLC | 2,127,442 | $1.49B | 0.09% | +715,229+50.6% | Added |
| JPMorgan Chase & Co | 2,941,443 | $1.93B | 0.13% | +975,781+49.6% | Added |
| State Street Corp | 3,038,550 | $2.14B | 0.07% | +909,985+42.8% | Added |
| Vanguard Portfolio Management LLC | 3,701,524 | $2.60B | 0.14% | +3,701,524 | New |
| Vanguard Capital Management LLC | 4,639,788 | $3.26B | 0.08% | +4,639,788 | New |
| FMR LLC | 7,185,040 | $5.05B | 0.27% | −2,145,158−23.0% | Reduced |
| BlackRock, Inc. | 7,836,978 | $5.51B | 0.10% | −507,288−6.1% | Reduced |
| Situational Awareness LP | 0 | $0 | 0.00% | −1,298,400−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −153,800−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −72,017−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −62,400−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −36,024−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −31,522−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −28,498−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −26,802−100.0% | Sold out |
| Riposte Capital LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −19,775−100.0% | Sold out |