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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 26,579 | $18.7M | 0.06% | −113,124−81.0% | Reduced |
| Prudential PLC | 26,530 | $18.6M | 0.14% | +26,530 | New |
| Wealth High Governance Asset Management Ltda. | 25,984 | $18.3M | 2.85% | −28,940−52.7% | Reduced |
| Temasek Holdings (Private) Ltd | 25,926 | $18.2M | 0.06% | +25,926 | New |
| Verition Fund Management LLC | 25,818 | $18.1M | 0.18% | +10,899+73.1% | Added |
| Caitong International Asset Management Co., Ltd | 25,712 | $18.1M | 3.34% | +17,294+205.4% | Added |
| Sierra Summit Advisors LLC | 25,547 | $18.0M | 2.61% | +25,547 | New |
| Pathstone Holdings, LLC | 25,488 | $17.9M | 0.07% | −7,389−22.5% | Reduced |
| Jackson Square Capital, LLC | 25,108 | $17.6M | 3.70% | −12,042−32.4% | Reduced |
| Perseverance Asset Management International | 25,000 | $17.6M | 1.93% | +25,000 | New |
| State of New Jersey Common Pension Fund D | 24,398 | $17.1M | 0.07% | −301−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,370 | $17.1M | 0.03% | +22,370 | New |
| CIBC World Markets Inc. | 24,000 | $16.9M | 0.03% | +23,350+3,592.3% | Added |
| Jones Financial Companies LLLP | 23,927 | $16.8M | 0.01% | +21,562+911.7% | Added |
| Creative Planning | 23,781 | $16.7M | 0.01% | +9,666+68.5% | Added |
| Ieq Capital, LLC | 22,896 | $16.1M | 0.07% | +21,884+2,162.5% | Added |
| Sora Investors LLC | 22,853 | $16.1M | 1.48% | +22,853 | New |
| Victory Capital Management Inc | 22,321 | $15.7M | 0.01% | +492+2.3% | Added |
| Yaupon Capital Management LP | 22,192 | $15.6M | 0.77% | +22,192 | New |
| Hel Ved Capital Management Ltd | 22,112 | $15.5M | 2.69% | −69,276−75.8% | Reduced |
| LGT Group Foundation | 21,895 | $15.4M | 0.19% | −21,600−49.7% | Reduced |
| Quantinno Capital Management LP | 21,792 | $15.3M | 0.03% | +3,621+19.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 21,744 | $15.3M | 3.20% | −17,763−45.0% | Reduced |
| Union Bancaire Privee, UBP SA | 26,565 | $15.2M | 0.28% | +1,697+6.8% | Added |
| AnglePoint Asset Management Ltd | 21,681 | $15.2M | 10.77% | +15,531+252.5% | Added |
| Liontrust Investment Partners LLP | 21,580 | $15.2M | 0.26% | +4,419+25.8% | Added |
| Resona Asset Management Co.,Ltd. | 21,480 | $14.9M | 0.07% | +21,480 | New |
| Penserra Capital Management LLC | 21,200 | $14.9M | 0.17% | +21,200 | New |
| Public Employees Retirement System of Ohio | 21,011 | $14.8M | 0.05% | −912−4.2% | Reduced |
| Bamco Inc | 20,980 | $14.7M | 0.04% | +7,050+50.6% | Added |
| Picton Mahoney Asset Management | 20,832 | $14.6M | 0.15% | −12,184−36.9% | Reduced |
| Persistent Asset Partners Ltd | 20,673 | $14.5M | 5.64% | +15,003+264.6% | Added |
| BIT Capital GmbH | 20,433 | $14.4M | 0.80% | −990−4.6% | Reduced |
| Titan Global Capital Management USA LLC | 20,394 | $14.3M | 2.14% | +20,394 | New |
| Mercer Global Advisors Inc | 20,394 | $14.3M | 0.02% | +8,417+70.3% | Added |
| LGT Fund Management Co Ltd. | 20,387 | $14.3M | 0.62% | +20,387 | New |
| Headwater Capital Co Ltd | 20,000 | $14.1M | 2.26% | −10,000−33.3% | Reduced |
| M37 Management LP | 20,000 | $14.1M | 5.60% | −10,000−33.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 20,000 | $14.1M | 0.12% | +20,000 | New |
| Fifth Third Bancorp | 19,546 | $13.7M | 0.03% | +18,774+2,431.9% | Added |
| Czech National Bank | 19,445 | $13.7M | 0.09% | +19,445 | New |
| Lightrock Netherlands B.V. | 19,321 | $13.6M | 3.06% | −11,600−37.5% | Reduced |
| Arizona State Retirement System | 19,265 | $13.5M | 0.08% | −472−2.4% | Reduced |
| Panoramic Capital, LLC | 19,186 | $13.5M | 9.47% | −32,200−62.7% | Reduced |
| Franchise GP Ltd | 19,150 | $13.5M | 4.95% | +19,150 | New |
| Spire Wealth Management | 19,144 | $13.5M | 0.46% | −1,182−5.8% | Reduced |
| Marsico Capital Management LLC | 18,907 | $13.3M | 0.39% | +18,907 | New |
| State of Michigan Retirement System | 18,700 | $13.1M | 0.07% | +1,972+11.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 18,700 | $13.1M | 0.07% | +18,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,669 | $13.1M | 0.03% | −3,407−15.4% | Reduced |
| Himension Fund | 18,434 | $13.0M | 1.00% | −10,070−35.3% | Reduced |
| Dilation Capital Management LP | 18,257 | $12.8M | 6.44% | +18,257 | New |
| HighTower Advisors, LLC | 17,988 | $12.6M | 0.01% | +10,888+153.4% | Added |
| Q Fund Management (Hong Kong) Ltd | 17,800 | $12.5M | 30.00% | +17,800 | New |
| Dana Investment Advisors, Inc. | 17,726 | $12.5M | 0.37% | −15,022−45.9% | Reduced |
| CIBC Asset Management Inc | 17,248 | $12.1M | 0.03% | +14,788+601.1% | Added |
| Cerity Partners LLC | 17,076 | $12.0M | 0.02% | +8,708+104.1% | Added |
| KP Management LLC | 17,000 | $11.9M | 3.42% | −3,000−15.0% | Reduced |
| Colony Group, LLC | 16,974 | $11.9M | 0.01% | −5,868−25.7% | Reduced |
| MetLife Investment Management | 16,911 | $11.9M | 0.06% | −17,982−51.5% | Reduced |
| Natixis | 16,863 | $11.9M | 0.05% | +16,863 | New |
| Rafferty Asset Management, LLC | 16,837 | $11.8M | 0.05% | +15,646+1,313.7% | Added |
| Stifel Financial Corp | 16,835 | $11.8M | 0.01% | +9,713+136.4% | Added |
| VMS Asset Management Limited | 16,745 | $11.8M | 7.19% | −8,123−32.7% | Reduced |
| McDonald Partners LLC | 16,665 | $11.7M | 2.76% | −155−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,632 | $11.7M | 0.06% | −1,110−6.3% | Reduced |
| Quadrature Capital Ltd | 16,561 | $11.6M | 0.14% | +10,498+173.1% | Added |
| Northwestern Mutual Wealth Management Co | 16,560 | $11.6M | 0.01% | +1,957+13.4% | Added |
| Walleye Trading LLC | 16,458 | $11.6M | 0.24% | +16,458 | New |
| Defiance ETFs, LLC | 16,244 | $11.4M | 0.16% | +16,244 | New |
| CIBC Bancorp USA Inc. | 16,143 | $11.4M | 0.02% | +16,143 | New |
| State of Tennessee, Treasury Department | 16,127 | $11.3M | 0.04% | −7,561−31.9% | Reduced |
| Advisors Asset Management, Inc. | 15,868 | $11.2M | 0.19% | +643+4.2% | Added |
| Entropy Technologies, LP | 15,681 | $11.0M | 0.51% | +650+4.3% | Added |
| Tyro Capital Management LLC | 15,453 | $10.9M | 2.75% | +15,453 | New |
| SG Capital Management LLC | 15,387 | $10.8M | 0.89% | −23,751−60.7% | Reduced |
| iA Global Asset Management Inc. | 15,270 | $10.7M | 0.15% | −5,210−25.4% | Reduced |
| Retirement Systems of Alabama | 15,161 | $10.7M | 0.04% | −69,931−82.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,940 | $10.5M | 0.11% | +14,940 | New |
| New Mexico Educational Retirement Board | 14,900 | $10.5M | 0.32% | +400+2.8% | Added |
| Envestnet Asset Management Inc | 14,811 | $10.4M | 0.00% | +987+7.1% | Added |
| Eventide Asset Management, LLC | 14,871 | $10.4M | 0.17% | +9,914+200.0% | Added |
| Global Trust Asset Management, LLC | 14,730 | $10.4M | 3.96% | −3,496−19.2% | Reduced |
| IFM Investors Pty Ltd | 14,669 | $10.3M | 0.09% | +14,669 | New |
| Nomura Asset Management International Inc. | 14,423 | $10.1M | 0.02% | −89,588−86.1% | Reduced |
| SEB Asset Management AB | 14,288 | $10.0M | 0.04% | +14,288 | New |
| UNICOM Systems, Inc. | 14,200 | $9.98M | 1.02% | +14,200 | New |
| BW Gestao de Investimentos Ltda. | 14,016 | $9.85M | 0.44% | −21,060−60.0% | Reduced |
| Wealth High Governance Capital Ltda | 14,016 | $9.85M | 2.96% | −21,060−60.0% | Reduced |
| D. E. Shaw & Co., Inc. | 14,006 | $9.84M | 0.01% | +11,461+450.3% | Added |
| Woodline Partners LP | 13,965 | $9.81M | 0.04% | +13,965 | New |
| Assetmark, Inc | 13,907 | $9.77M | 0.02% | +13,844+21,974.6% | Added |
| M&T Bank Corp | 13,760 | $9.67M | 0.03% | +262+1.9% | Added |
| Advisor Group Holdings, Inc. | 13,641 | $9.59M | 0.01% | −4,496−24.8% | Reduced |
| Thrivent Financial for Lutherans | 13,601 | $9.56M | 0.02% | −4,419−24.5% | Reduced |
| Daiwa Securities Group Inc. | 13,370 | $9.40M | 0.03% | +12,328+1,183.1% | Added |
| UniSuper Management Pty Ltd | 13,156 | $9.25M | 0.06% | +13,156 | New |
| ProShare Advisors LLC | 13,102 | $9.21M | 0.01% | +10,258+360.7% | Added |
| Amalgamated Bank | 13,096 | $9.20M | 0.07% | −18,487−58.5% | Reduced |
| Xponance, Inc. | 13,031 | $9.16M | 0.07% | +5,647+76.5% | Added |