Skip to main content
Livermore
Livermore
ZHEN

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.

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
Fortitude Family Office, LLC37$26.0K0.01%+19+105.6%Added
Marshall Investment Management, LLC35$24.6K0.01%+35New
Keating Financial Advisory Services, Inc.35$24.6K0.00%+6+20.7%Added
Sachetta, LLC35$24.6K0.01%+19+118.8%Added
Hilton Head Capital Partners, LLC35$24.6K0.01%+35New
Bare Financial Services, Inc34$23.9K0.01%+11+47.8%Added
AdvisorNet Financial, Inc32$22.5K0.00%+9+39.1%Added
Moisand Fitzgerald Tamayo, LLC30$21.1K0.00%00.0%Unchanged
Legacy Bridge, LLC30$21.1K0.01%+30New
First Horizon Corp27$19.0K0.00%−3−10.0%Reduced
TD Private Client Wealth LLC27$19.0K0.00%+20+285.7%Added
Vision Retirement, LLC27$19.0K0.01%+27New
Evolution Wealth Management Inc.312$18.5K0.01%+312New
New England Capital Financial Advisors LLC25$17.6K0.00%00.0%Unchanged
Wall Street Financial Group, Inc.25$17.6K0.01%+25New
Bell Investment Advisors, Inc24$16.9K0.00%−1−4.0%Reduced
Financial Consulate, Inc24$16.9K0.00%+14+140.0%Added
Toth Financial Advisory Corp22$15.5K0.00%−5−18.5%Reduced
St Germain D J Co Inc22$15.5K0.00%00.0%Unchanged
Avion Wealth22$15.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC15$14.9K0.00%+12+400.0%Added
Stone House Investment Management, LLC21$14.8K0.00%+1+5.0%Added
South State Corp.21$14.8K0.00%+6+40.0%Added
Manchester Capital Management LLC20$14.1K0.00%+20New
Signature Resources Capital Management, LLC20$14.1K0.01%00.0%Unchanged
EFG International AG20$14.1K0.00%+20New
UMA Financial Services, Inc.19$13.4K0.00%+7+58.3%Added
High Note Wealth, LLC18$12.7K0.00%00.0%Unchanged
Bayban18$12.7K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.17$11.9K0.00%+17Added
Quaker Wealth Management, LLC16$11.2K0.00%+16New
Princeton Global Asset Management LLC16$11.2K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$10.5K0.00%+15New
Marquette Asset Management, LLC14$9.84K0.00%+3+27.3%Added
MV Capital Management, Inc.13$9.14K0.00%+12+1,200.0%Added
NBT Bank N A13$9.14K0.00%+13New
Cromwell Holdings LLC12$8.43K0.00%00.0%Unchanged
Clear Street Markets LLC12$8.43K0.00%+12New
Highline Wealth Partners LLC11$7.73K0.00%−2−15.4%Reduced
CVA Family Office, LLC10$7.03K0.00%+10New
MB, Levis & Associates, LLC10$7.03K0.00%+10New
JPL Wealth Management, LLC8$5.62K0.00%+8New
DiNuzzo Private Wealth, Inc.8$5.62K0.00%00.0%Unchanged
Rialto Wealth Management, LLC8$5.62K0.00%+1+14.3%Added
Hughes Financial Services, LLC8$5.62K0.00%−1−11.1%Reduced
N.E.W. Advisory Services LLC8$5.62K0.00%+8New
Abound Wealth Management7$4.92K0.00%+7New
WPG Advisers, LLC7$4.92K0.00%−12−63.2%Reduced
Country Trust Bank7$4.92K0.00%00.0%Unchanged
Osbon Capital Management LLC7$4.92K0.00%+7New
Bartlett & Co. Wealth Management LLC5$4.88K0.00%+5New
Cornerstone Financial Management LLC6$4.22K0.00%+4+200.0%Added
Retirement Wealth Solutions LLC6$4.22K0.00%+6New
Torren Management, LLC5$3.51K0.00%−10−66.7%Reduced
Raffa Wealth Management, LLC5$3.51K0.00%−1−16.7%Reduced
Creative Financial Designs Inc5$3.51K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC5$3.51K0.00%00.0%Unchanged
DecisionPoint Financial, LLC5$3.51K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.5$3.51K0.00%+5New
Beacon Investment Advisory Services, Inc.5$3.51K0.00%+5New
Vermillion Wealth Management, Inc.5$3.51K0.00%+5New
Dunhill Financial, LLC4$3.26K0.00%+3+300.0%Added
North Star Investment Management Corp.4$2.81K0.00%−2−33.3%Reduced
Darwin Advisors, LLC4$2.81K0.00%00.0%Unchanged
FWL Investment Management, LLC4$2.81K0.00%+4New
POM Investment Strategies, LLC4$2.81K0.00%+4New
Colonial Trust Co3$2.40K0.00%+3New
Private Wealth Management Group, LLC3$2.11K0.00%−8−72.7%Reduced
MCF Advisors LLC3$2.11K0.00%+3New
First Pacific Financial3$2.11K0.00%+3New
Annis Gardner Whiting Capital Advisors, LLC3$2.11K0.00%+3New
Caldwell Sutter Capital, Inc.3$2.11K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$2.11K0.00%+2+200.0%Added
Bruce G. Allen Investments, LLC3$2.11K0.00%+3New
1015 Capital Partners, LLC3$2.11K0.00%+3New
Kayne Anderson Rudnick Investment Management LLC2$1.41K0.00%00.0%Unchanged
Mather Group, LLC.2$1.41K0.00%+2New
Arlington Trust Co LLC2$1.41K0.00%+2New
American Capital Advisory, LLC2$1.41K0.00%+2New
Game Plan Financial Advisors, LLC1$7030.00%00.0%Unchanged
Godfrey Financial Associates, Inc.1$7030.00%00.0%Unchanged
WestEnd Advisors, LLC1$7030.00%+1New
Atlantic Trust, LLC1$7030.00%+1New
Davis Capital Management1$7030.00%+1New
TFC Financial Management1$7030.00%+1New
Seneschal Advisors, LLC1$7030.00%+1New
Kilter Group LLC1$7030.00%+1New
Nvest Wealth Strategies, Inc.1$7030.00%+1New
Bay Harbor Wealth Management, LLC1$7020.00%+1New
Situational Awareness LP0$00.00%−1,298,400−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−153,800−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−72,017−100.0%Sold out
Discovery Capital Management, LLC0$00.00%−62,400−100.0%Sold out
Peregrine Capital Management LLC0$00.00%−36,024−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−31,522−100.0%Sold out
Granahan Investment Management Inc0$00.00%−28,498−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−26,802−100.0%Sold out
Riposte Capital LLC0$00.00%−25,000−100.0%Sold out
Shellback Capital, LP0$00.00%−20,000−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−19,775−100.0%Sold out