Skip to main content

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, 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.

Institutional holdersQ1 2026: 1,089 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 heldQ1 2026: $54.1B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q4 2025.

Institutions holding LITE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
LRI Investments, LLC331$232.4K0.02%+138+71.5%Added
Valtinson Bruner Financial Planning LLC331$232.6K0.06%+331New
SeaCrest Wealth Management, LLC335$235.4K0.03%+335New
Advisor OS, LLC335$235.4K0.02%+335New
Fiduciary Trust Co336$235.8K0.00%−1,348−80.0%Reduced
Smartleaf Asset Management LLC362$237.0K0.01%+143+65.3%Added
Legacy Capital Group California, Inc.338$237.5K0.09%−900−72.7%Reduced
Legacy Financial Advisors, Inc.339$238.2K0.03%+339New
Empower Advisory Group, LLC340$238.9K0.00%+340New
Power Wealth Management LLC341$239.6K0.09%+341New
Arcus Capital Partners, LLC343$241.0K0.09%+343New
Wealth Enhancement Trust Services, Inc.345$242.5K0.03%−15−4.2%Reduced
Lloyd Advisory Services, LLC.345$242.5K0.07%+345New
Kingdom Financial Group LLC.345$242.5K0.07%+345New
Dynamic Advisor Solutions LLC349$245.3K0.01%+349New
GFG Capital, LLC350$246.0K0.08%+350New
Prime Capital Investment Advisors, LLC350$246.0K0.00%+350New
Howard Capital Management Group, LLC350$246.0K0.02%+350New
Centiva Capital, LP351$246.7K0.01%−679−65.9%Reduced
Apollon Wealth Management, LLC353$247.8K0.00%+353New
Aptus Capital Advisors, LLC355$249.5K0.00%+355New
IFG Advisors, LLC355$249.5K0.04%+355New
FourThought Financial Partners, LLC360$253.0K0.02%−229−38.9%Reduced
Colonial River Wealth Management, LLC362$254.4K0.09%+362New
Koshinski Asset Management, Inc.363$255.1K0.02%+363New
WealthTrust Axiom LLC365$256.5K0.06%+365New
Kingswood Wealth Advisors, LLC365$256.5K0.01%+365New
HBK Sorce Advisory LLC284$256.7K0.01%+284New
Golden State Wealth Management, LLC372$261.4K0.03%+106+39.8%Added
Frec Markets, Inc.373$262.1K0.04%+373New
Baker Avenue Asset Management, LP373$262.3K0.01%+373New
L2 Asset Management, LLC374$262.8K0.02%+374New
Financial Management Professionals, Inc.375$263.5K0.03%00.0%Unchanged
Regions Financial Corp376$264.2K0.00%+376New
Shelton Capital Management378$265.6K0.01%−1,950−83.8%Reduced
American Trust379$266.3K0.02%−1,131−74.9%Reduced
Paradigm Capital Management, LLC381$268.0K0.25%+381New
AXA S.A.382$268.5K0.10%+382New
TABR Capital Management, LLC383$269.2K0.25%+383New
Evolve Private Wealth, LLC383$269.2K0.01%+383New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management385$270.6K0.00%+385New
PCM Encore, LLC387$271.6K0.06%−247−39.0%Reduced
Sovran Advisors, LLC304$274.3K0.02%+304New
Clearstead Advisors, LLC394$276.9K0.00%+130+49.2%Added
PDS Planning, Inc395$277.6K0.02%+395New
Trivant Custom Portfolio Group, LLC395$277.6K0.15%+395New
Vigilare Wealth Management399$280.4K0.09%+399New
Gabelli & Co Investment Advisers, Inc.400$281.1K0.04%+400New
Independent Solutions Wealth Management, LLC400$281.1K0.04%+400New
South Shore Capital Advisors400$281.1K0.21%+400New
Camden Capital, LLC402$282.8K0.02%+402New
Pallas Capital Advisors LLC403$283.2K0.01%+403New
Drive Wealth Management, LLC404$283.9K0.06%+404New
Daymark Wealth Partners, LLC405$284.6K0.01%+405New
Farrell Financial LLC406$285.3K0.17%+406New
Kovack Advisors, Inc.311$288.1K0.02%+311New
EverSource Wealth Advisors, LLC415$291.6K0.01%+303+270.5%Added
Dorsey & Whitney Trust CO LLC418$293.6K0.02%−188−31.0%Reduced
Win Advisors, Inc418$293.8K0.13%+418New
Cordatus Wealth Management LLC419$294.4K0.07%+419New
Trust Point Inc.420$295.2K0.03%+420New
Westside Investment Management, Inc.428$300.8K0.05%−150−26.0%Reduced
Eagle Wealth Strategies LLC428$300.8K0.13%+428New
Jackson Thornton Asset Management, LLC336$301.5K0.03%+336New
Adviser Investments LLC435$305.9K0.00%+435New
Scientech Research LLC436$306.4K0.26%−2,007−82.2%Reduced
QVT Financial LP444$312.0K0.02%+444New
Absolute Gestao de Investimentos Ltda.446$313.4K0.04%−479−51.8%Reduced
Legato Capital Management LLC450$316.2K0.03%−3,220−87.7%Reduced
Shay Capital LLC450$316.2K0.04%+450New
StoneCrest Wealth Management, Inc.450$316.2K0.13%+450New
Knightsbridge Asset Management, LLC453$318.4K0.04%+453New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.454$319.1K0.78%+454New
Wolff Wiese Magana LLC455$319.8K0.18%−150−24.8%Reduced
Catalyst Financial Partners LLC455$319.8K0.04%+455New
Coastal Bridge Advisors, LLC456$320.5K0.02%+456New
EP Wealth Advisors, LLC456$320.6K0.00%+456New
Abacus Wealth Partners, LLC457$321.2K0.03%+457New
Lotus Technology Management, LP462$324.7K1.21%+462New
Romano Brothers and Company463$325.4K0.04%−525−53.1%Reduced
Oppenheimer Asset Management Inc.463$325.4K0.00%−159−25.6%Reduced
Parcion Private Wealth LLC464$326.1K0.02%+464New
Counterpoint Mutual Funds LLC466$327.5K0.05%+466New
JBR Co Financial Management Inc899$331.4K0.14%00.0%Unchanged
Vise Technologies, Inc.899$331.4K0.01%00.0%Unchanged
Susquehanna Advisors Group, Inc.474$333.1K0.02%+474New
Naviter Wealth, LLC476$334.5K0.04%+476New
Vinva Investment Management Ltd512$335.3K0.00%+512New
V-Square Quantitative Management LLC480$337.3K0.04%+403+523.4%Added
Advisory Alpha, LLC481$338.0K0.01%+481New
Apella Capital, LLC379$338.8K0.01%+379New
Supplemental Annuity Collective Trust of NJ483$339.4K0.10%−5,147−91.4%Reduced
GenTrust, LLC488$342.9K0.01%+488New
Sowell Financial Services LLC490$344.1K0.01%−645−56.8%Reduced
Ironwood Investment Counsel, LLC490$344.4K0.05%+490New
Caerus Investment Advisors, LLC492$345.8K0.15%+492New
Successful Portfolios LLC532$348.3K0.19%+532New
Livforsakringsbolaget Skandia, Omsesidigt500$350.9K0.01%+500New
Corsair Capital Management, L.P.500$351.4K0.05%+500New
Diversify Wealth Management, LLC410$351.9K0.01%+410New