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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.

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
Winton Group Ltd0$00.00%−19,321−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−16,175−100.0%Sold out
Hidden Lake Asset Management LP0$00.00%−15,868−100.0%Sold out
Alberta Investment Management Corp0$00.00%−15,500−100.0%Sold out
Virtu Financial LLC0$00.00%−11,552−100.0%Sold out
Weiss Asset Management LP0$00.00%−10,439−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−9,955−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−9,100−100.0%Sold out
Ethic Inc.0$00.00%−8,540−100.0%Sold out
Twin Tree Management, LP0$00.00%−8,227−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−7,740−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−7,685−100.0%Sold out
Twinbeech Capital LP0$00.00%−7,228−100.0%Sold out
Fourier Capital Management Ltd0$00.00%−6,599−100.0%Sold out
Maxi Investments CY Ltd0$00.00%−6,000−100.0%Sold out
Cordant, Inc.0$00.00%−4,673−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−4,368−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−3,266−100.0%Sold out
Stratos Wealth Advisors, LLC0$00.00%−3,202−100.0%Sold out
Summit Partners Public Asset Management, LLC0$00.00%−3,000−100.0%Sold out
Quest Partners LLC0$00.00%−2,993−100.0%Sold out
Forum Financial Management, LP0$00.00%−2,745−100.0%Sold out
Geneva Partners, LLC0$00.00%−2,740−100.0%Sold out
Sherman Porfolios, LLC0$00.00%−2,686−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−2,416−100.0%Sold out
Wesbanco Bank Inc0$00.00%−2,036−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−1,634−100.0%Sold out
PharVision Advisers, LLC0$00.00%−1,445−100.0%Sold out
Oliver Luxxe Assets LLC0$00.00%−1,301−100.0%Sold out
WMG Financial Advisors, LLC0$00.00%−1,203−100.0%Sold out
Capital Advantage, Inc.0$00.00%−1,173−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−1,056−100.0%Sold out
Fundamentun, LLC0$00.00%−1,045−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−1,013−100.0%Sold out
Systematic Financial Management LP0$00.00%−1,000−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−962−100.0%Sold out
Sage Rhino Capital LLC0$00.00%−848−100.0%Sold out
TT International Asset Management LTD0$00.00%−1,000−100.0%Sold out
Aigen Investment Management, LP0$00.00%−761−100.0%Sold out
Elequin Capital LP0$00.00%−743−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−715−100.0%Sold out
Quantbot Technologies LP0$00.00%−713−100.0%Sold out
Capula Management Ltd0$00.00%−669−100.0%Sold out
Trilogy Capital Inc.0$00.00%−650−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−638−100.0%Sold out
Numerai GP LLC0$00.00%−634−100.0%Sold out
Park Avenue Securities LLC0$00.00%−627−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−613−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−606−100.0%Sold out
VARCOV Co.0$00.00%−606−100.0%Sold out
DV Trading LLC0$00.00%−107−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−100−100.0%Sold out
BOCHK Asset Management Ltd0$00.00%−100−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−66−100.0%Sold out
Strategic Advocates LLC0$00.00%−58−100.0%Sold out
IFC & Insurance Marketing, Inc.0$00.00%−39−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−25−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−22−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−18−100.0%Sold out
Navalign, LLC0$00.00%−18−100.0%Sold out
MidFirst Bank0$00.00%−228−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−15−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−12−100.0%Sold out
Ares Systematic Credit Ltd0$00.00%−11−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−8−100.0%Sold out
Ancora Advisors, LLC0$00.00%−7−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−5−100.0%Sold out
Eastern Bank0$00.00%−3−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−3−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−2−100.0%Sold out
McGuire Capital Advisors Inc0$00.00%−2−100.0%Sold out
MidAtlantic Capital Management, Inc.0$00.00%−1−100.0%Sold out
ROSS\JOHNSON & Associates LLC0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Keystone Investors Pte Ltd––––Not filed
Comerica Bank––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
UBS Oconnor LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Alpha Cubed Investments, LLC––––Not filed
Yeomans Consulting Group, Inc.––––Not filed
New Millennium Group LLC––––Not filed
ORG Partners LLC––––Not filed