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.
| 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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 901 | $633.2K | 0.02% | −682−43.1% | Reduced |
| Norden Group LLC | 903 | $634.6K | 0.06% | +248+37.9% | Added |
| Lisanti Capital Growth, LLC | 920 | $646.5K | 0.16% | −11,865−92.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 927 | $651.1K | 0.02% | −1,435−60.8% | Reduced |
| Markin Volterra Fund LP | 930 | $653.6K | 6.10% | −365−28.2% | Reduced |
| Archer Investment Corp | 930 | $653.6K | 0.14% | +929+92,900.0% | Added |
| White Pine Capital LLC | 932 | $655.0K | 0.18% | −75−7.4% | Reduced |
| Alpine Investment Management Ltd | 950 | $667.6K | 0.32% | +950 | New |
| Northwest & Ethical Investments L.P. | 864 | $667.6K | 0.02% | −736−46.0% | Reduced |
| Prospera Financial Services Inc | 974 | $684.4K | 0.01% | +974 | New |
| Private Trust Co NA | 974 | $684.5K | 0.06% | +931+2,165.1% | Added |
| Gateway Wealth Partners, LLC | 981 | $689.4K | 0.03% | +981 | New |
| GM Advisory Group, Inc. | 992 | $697.1K | 0.03% | +63+6.8% | Added |
| Albion Financial Group | 1,000 | $702.8K | 0.05% | +1,000 | New |
| R Squared Ltd | 1,000 | $702.8K | 0.39% | +1,000 | New |
| Owen LaRue, LLC | 1,000 | $702.8K | 0.27% | +1,000 | New |
| Siemens Fonds Invest GmbH | 1,009 | $709.1K | 0.04% | +1,009 | New |
| Beck Capital Management, LLC | 1,026 | $721.0K | 0.16% | +1,026 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,034 | $726.7K | 0.33% | +654+172.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,042 | $732.3K | 0.00% | +265+34.1% | Added |
| Teacher Retirement System of Texas | 1,058 | $743.5K | 0.00% | −5,322−83.4% | Reduced |
| State of Wyoming | 1,066 | $749.1K | 0.09% | −536−33.5% | Reduced |
| D.A. Davidson & Co. | 1,070 | $752.0K | 0.00% | −385−26.5% | Reduced |
| WBH Advisory Inc | 1,000 | $764.6K | 0.06% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,096 | $770.2K | 0.04% | −2,755−71.5% | Reduced |
| Johnson Financial Group, Inc. | 1,100 | $773.0K | 0.03% | −126−10.3% | Reduced |
| REX Advisers, LLC | 1,100 | $773.0K | 4.51% | +1,100 | New |
| SRS Capital Advisors, Inc. | 1,061 | $778.6K | 0.02% | +111+11.7% | Added |
| Yorktown Management & Research Co Inc | 1,125 | $790.6K | 0.66% | +1,125 | New |
| West Michigan Advisors, LLC | 1,133 | $796.2K | 0.17% | −725−39.0% | Reduced |
| Optimist Retirement Group LLC | 1,145 | $804.7K | 0.35% | +19+1.7% | Added |
| IFP Advisors, Inc | 1,155 | $811.7K | 0.02% | +333+40.5% | Added |
| Tema ETFs LLC | 1,161 | $815.9K | 0.05% | +1,161 | New |
| Retireful, LLC | 1,179 | $828.6K | 1.17% | +1,179 | New |
| Taproot Management LP | 1,183 | $831.4K | 0.16% | +1,183 | New |
| AE Wealth Management LLC | 1,186 | $833.4K | 0.00% | +1,186 | New |
| AIA Group Ltd | 1,186 | $833.5K | 0.01% | −3,368−74.0% | Reduced |
| Kestra Private Wealth Services, LLC | 1,189 | $835.5K | 0.01% | +1,189 | New |
| CastleKnight Management LP | 1,200 | $843.3K | 0.04% | +1,200 | New |
| Corient IA LLC | 1,220 | $857.4K | 0.81% | −280−18.7% | Reduced |
| Greenland Capital Management LP | 1,221 | $858.1K | 0.17% | +1,221 | New |
| Smith Shellnut Wilson LLC | 1,230 | $864.4K | 0.38% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,235 | $868.0K | 0.05% | +1,235 | New |
| Emerald Mutual Fund Advisers Trust | 1,243 | $873.5K | 0.04% | −85,682−98.6% | Reduced |
| F/M Investments LLC | 1,243 | $873.5K | 0.06% | −1,205−49.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,245 | $874.7K | 0.00% | +1,245 | New |
| Belvedere Trading LLC | 1,248 | $877.0K | 0.12% | +1,248 | New |
| SummitTX Capital, L.P. | 1,255 | $882.0K | 0.03% | +1,255 | New |
| Chicago Partners Investment Group LLC | 1,022 | $892.8K | 0.02% | +1,022 | New |
| National Asset Management, Inc. | 1,365 | $893.8K | 0.06% | +1,365 | New |
| Mission Wealth Management, LP | 1,272 | $894.1K | 0.02% | −23−1.8% | Reduced |
| Three Seasons Wealth, LLC | 1,282 | $900.9K | 0.34% | −1,817−58.6% | Reduced |
| Horizon Investments, LLC | 1,307 | $918.5K | 0.01% | +1,307 | New |
| Ronald Blue Trust, Inc. | 1,308 | $919.2K | 0.01% | −384−22.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,310 | $920.6K | 0.15% | +1,310 | New |
| Intech Investment Management LLC | 1,323 | $929.8K | 0.01% | −33,527−96.2% | Reduced |
| J.W. Cole Advisors, Inc. | 1,342 | $943.1K | 0.03% | +1,342 | New |
| Ballentine Partners, LLC | 1,381 | $970.5K | 0.01% | +214+18.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,381 | $970.5K | 0.04% | +1,381 | New |
| Landscape Capital Management, L.L.C. | 1,398 | $982.5K | 0.06% | −11,992−89.6% | Reduced |
| Mindset Wealth Management, LLC | 1,406 | $988.1K | 0.27% | −542−27.8% | Reduced |
| Seeds Investor LLC | 1,162 | $990.9K | 0.13% | +1,162 | New |
| FirstWave Capital Management LLC | 1,411 | $991.6K | 1.06% | −1,823−56.4% | Reduced |
| Hilltop Holdings Inc. | 1,414 | $993.7K | 0.09% | −184−11.5% | Reduced |
| World Equity Group, Inc. | 1,421 | $998.6K | 0.26% | +1,421 | New |
| Vestcor Inc | 1,437 | $1.01M | 0.03% | +1,437 | New |
| Eurizon Capital SGR S.p.A. | 1,533 | $1.03M | 0.00% | −220−12.5% | Reduced |
| United Capital Financial Advisers, LLC | 1,470 | $1.03M | 0.01% | +586+66.3% | Added |
| Ionic Capital Management LLC | 1,482 | $1.04M | 0.87% | +1,482 | New |
| CenterBook Partners LP | 1,485 | $1.04M | 0.06% | −22,012−93.7% | Reduced |
| Advisors Preferred, LLC | 1,486 | $1.04M | 0.16% | −2,152−59.2% | Reduced |
| Meeder Advisory Services, Inc. | 1,488 | $1.05M | 0.04% | +4+0.3% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,500 | $1.05M | 0.06% | +1,500 | New |
| Allworth Financial LP | 1,508 | $1.06M | 0.00% | +513+51.6% | Added |
| Glenmede Trust Co NA | 1,515 | $1.06M | 0.01% | +427+39.2% | Added |
| SageView Advisory Group, LLC | 1,526 | $1.07M | 0.04% | +95+6.6% | Added |
| 180 Wealth Advisors, LLC | 1,553 | $1.09M | 0.12% | +44+2.9% | Added |
| Miracle Mile Advisors, LLC | 1,584 | $1.11M | 0.02% | −145−8.4% | Reduced |
| Beaton Management Co. Inc. | 1,620 | $1.14M | 0.51% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,630 | $1.15M | 0.22% | +1,630 | New |
| Axiom Investors LLC | 1,655 | $1.16M | 0.01% | +1,655 | New |
| Sequoia Financial Advisors, LLC | 1,660 | $1.17M | 0.01% | +892+116.1% | Added |
| STRS Ohio | 1,684 | $1.18M | 0.00% | −3−0.2% | Reduced |
| O'Neil Global Advisors, Inc. | 1,689 | $1.19M | 8.22% | −950−36.0% | Reduced |
| Veracity Capital LLC | 1,709 | $1.20M | 0.43% | −1,338−43.9% | Reduced |
| Brookstone Capital Management | 1,725 | $1.21M | 0.01% | +1,021+145.0% | Added |
| Stephens Inc | 1,740 | $1.22M | 0.02% | −949−35.3% | Reduced |
| Wedmont Private Capital | 1,365 | $1.22M | 0.04% | +215+18.7% | Added |
| Ewa, LLC | 1,754 | $1.23M | 0.28% | +4+0.2% | Added |
| Ameritas Investment Partners, Inc. | 1,755 | $1.23M | 0.04% | −17,474−90.9% | Reduced |
| Eddie Patel Inc | 1,757 | $1.23M | 0.95% | +1,757 | New |
| Gladstone Institutional Advisory LLC | 1,783 | $1.25M | 0.05% | −1,583−47.0% | Reduced |
| Vista Private Wealth Partners. LLC | 1,387 | $1.25M | 0.43% | +1,387 | New |
| Canada Post Corp Registered Pension Plan | 1,800 | $1.26M | 0.05% | +1,800 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 1,819 | $1.28M | 0.01% | +1,819 | New |
| Ellevest, Inc. | 1,822 | $1.28M | 0.18% | −257−12.4% | Reduced |
| Lecap Asset Management Ltd | 1,824 | $1.28M | 0.48% | +1,824 | New |
| Raiffeisen Bank International AG | 1,958 | $1.28M | 0.02% | +1,958 | New |
| Atria Investments LLC | 1,839 | $1.29M | 0.01% | +1,839 | New |
| Krilogy Financial LLC | 1,464 | $1.30M | 0.04% | −134−8.4% | Reduced |