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 |
|---|---|---|---|---|---|
| Bokf, NA | 6,497 | $4.57M | 0.07% | +6,497 | New |
| Jefferies Financial Group Inc. | 6,456 | $4.54M | 0.06% | +5,471+555.4% | Added |
| Black Swift Group, LLC | 6,450 | $4.53M | 0.79% | +6,450 | New |
| Greenleaf Trust | 6,407 | $4.50M | 0.04% | +572+9.8% | Added |
| XTX Topco Ltd | 6,407 | $4.50M | 0.08% | +6,407 | New |
| Oak Grove Capital LLC | 6,400 | $4.50M | 0.77% | +6,400 | New |
| Hudson Bay Capital Management LP | 6,379 | $4.48M | 0.03% | +5,788+979.4% | Added |
| Main Management ETF Advisors, LLC | 6,334 | $4.45M | 0.17% | +6,334 | New |
| Thoroughbred Financial Services, LLC | 6,249 | $4.39M | 0.26% | +1,060+20.4% | Added |
| Ardsley Advisory Partners LP | 6,200 | $4.36M | 0.66% | −73,800−92.3% | Reduced |
| Brevan Howard Capital Management LP | 6,090 | $4.28M | 0.04% | −61,266−91.0% | Reduced |
| Armistice Capital, LLC | 6,065 | $4.26M | 0.14% | +6,065 | New |
| SBI Securities Co., Ltd. | 6,028 | $4.24M | 0.12% | +1,102+22.4% | Added |
| Artemis Wealth Advisors, LLC | 6,000 | $4.22M | 0.64% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 5,970 | $4.20M | 0.29% | +5,970 | New |
| Independent Financial Group, LLC | 5,940 | $4.17M | 0.09% | −1,330−18.3% | Reduced |
| Marshall Financial Group LLC | 5,867 | $4.12M | 0.66% | −512−8.0% | Reduced |
| Portolan Capital Management, LLC | 5,822 | $4.09M | 0.22% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,818 | $4.09M | 0.02% | −14,952−72.0% | Reduced |
| Anfield Capital Management, LLC | 5,806 | $4.08M | 1.12% | +5,806 | New |
| Skopos Labs, Inc. | 5,713 | $4.01M | 0.13% | +1,587+38.5% | Added |
| Keynote Financial Services LLC | 5,695 | $4.00M | 2.13% | −518−8.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,550 | $3.90M | 0.03% | −16,790−75.2% | Reduced |
| Baader Bank INC | 5,683 | $3.89M | 0.38% | −1,086−16.0% | Reduced |
| Gulf International Bank (UK) Ltd | 5,468 | $3.84M | 0.09% | +5,468 | New |
| Octahedron Capital Management L.P. | 5,445 | $3.83M | 2.78% | −4,255−43.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,346 | $3.76M | 0.03% | +5,346 | New |
| Sanders Morris Harris LLC | 5,305 | $3.73M | 0.59% | +5,305 | New |
| US Bancorp | 5,303 | $3.73M | 0.00% | +145+2.8% | Added |
| EAM Investors, LLC | 5,182 | $3.64M | 0.42% | −13,252−71.9% | Reduced |
| Investment Management Corp of Ontario | 5,100 | $3.58M | 0.05% | +5,100 | New |
| Empowered Funds, LLC | 5,075 | $3.57M | 0.02% | +899+21.5% | Added |
| Candriam Luxembourg S.C.A. | 5,037 | $3.54M | 0.02% | +5,037 | New |
| Commonwealth Equity Services, LLC | 5,032 | $3.54M | 0.00% | +450+9.8% | Added |
| Atom Investors LP | 5,013 | $3.52M | 0.25% | +3,207+177.6% | Added |
| Tower Research Capital LLC (TRC) | 4,917 | $3.46M | 0.09% | +2,090+73.9% | Added |
| CI Private Wealth, LLC | 4,950 | $3.45M | 0.00% | +2,347+90.2% | Added |
| Oak Thistle LLC | 4,864 | $3.42M | 0.33% | +4,864 | New |
| Monolith Management Ltd | 4,841 | $3.40M | 1.33% | −6,148−55.9% | Reduced |
| Vontobel Holding Ltd. | 4,835 | $3.40M | 0.01% | −29,537−85.9% | Reduced |
| Optimize Financial Inc | 4,806 | $3.38M | 1.66% | −4,588−48.8% | Reduced |
| Scotia Capital Inc. | 4,790 | $3.37M | 0.01% | +2,421+102.2% | Added |
| Journey Strategic Wealth LLC | 4,787 | $3.36M | 0.08% | +14+0.3% | Added |
| Summit Trail Advisors, LLC | 4,741 | $3.33M | 0.05% | +336+7.6% | Added |
| Silvant Capital Management LLC | 4,701 | $3.30M | 0.11% | +4,701 | New |
| Canada Pension Plan Investment Board | 4,700 | $3.30M | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 4,692 | $3.30M | 0.04% | +21+0.4% | Added |
| Westpac Banking Corp | 4,685 | $3.29M | 0.23% | +4,685 | New |
| Rakuten Securities, Inc. | 4,654 | $3.27M | 1.36% | +2,158+86.5% | Added |
| Lido Advisors, LLC | 4,611 | $3.24M | 0.01% | −1,199−20.6% | Reduced |
| Chesapeake Capital Corp | 4,582 | $3.22M | 2.32% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,553 | $3.20M | 0.01% | −1,337−22.7% | Reduced |
| Circle Wealth Management, LLC | 4,519 | $3.18M | 0.05% | +1,599+54.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,497 | $3.16M | 0.22% | +4,497 | New |
| Advisory Services Network, LLC | 4,487 | $3.15M | 0.04% | −1,085−19.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,483 | $3.15M | 0.01% | +4,482+448,200.0% | Added |
| SIH Partners, LLLP | 4,468 | $3.14M | 0.10% | +1,812+68.2% | Added |
| Zacks Investment Management | 4,465 | $3.14M | 0.03% | +4,465 | New |
| Kestra Advisory Services, LLC | 4,444 | $3.12M | 0.01% | +1,108+33.2% | Added |
| Prelude Capital Management, LLC | 4,438 | $3.12M | 0.24% | +2,758+164.2% | Added |
| Standard Life Aberdeen plc | 4,362 | $3.07M | 0.00% | +4,362 | New |
| Mizuho Securities USA LLC | 4,316 | $3.03M | 0.07% | +4,316 | New |
| Capstone Capital Management Ltd | 4,291 | $3.02M | 3.04% | +4,291 | New |
| Hantz Financial Services, Inc. | 4,272 | $3.00M | 0.05% | +918+27.4% | Added |
| Vident Advisory, LLC | 4,266 | $3.00M | 0.03% | +1,452+51.6% | Added |
| Concurrent Investment Advisors, LLC | 4,218 | $2.96M | 0.03% | +2,964+236.4% | Added |
| Triglav Skladi, D.O.O. | 4,191 | $2.95M | 0.21% | +4,191 | New |
| Florida Financial Advisors, LLC | 4,175 | $2.93M | 0.70% | −1,267−23.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,079 | $2.87M | 0.18% | +4,079 | New |
| Mediolanum International Funds Ltd | 4,375 | $2.86M | 0.03% | +4,375 | New |
| Hartford Investment Management Co | 4,071 | $2.86M | 0.09% | +4,071 | New |
| TriaGen Wealth Management LLC | 4,008 | $2.82M | 0.77% | +49+1.2% | Added |
| National Pension Service | 4,000 | $2.81M | 0.00% | +4,000 | New |
| Truxt Investmentos Ltda. | 3,856 | $2.80M | 1.80% | +3,856 | New |
| Macquarie Group Ltd | 3,848 | $2.70M | 0.02% | −25,789−87.0% | Reduced |
| Hanseatic Management Services Inc | 3,806 | $2.67M | 2.56% | +3,806 | New |
| Donoghue Forlines LLC | 3,797 | $2.67M | 0.74% | −2,464−39.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,741 | $2.63M | 0.45% | +3,741 | New |
| Fred Alger Management, LLC | 3,674 | $2.58M | 0.01% | +3,674 | New |
| Abn Amro Investment Solutions | 3,651 | $2.57M | 0.03% | +3,651 | New |
| Pacer Advisors, Inc. | 3,632 | $2.55M | 0.01% | −8,733−70.6% | Reduced |
| Harvest Investment Services, LLC | 3,613 | $2.54M | 0.46% | +1,725+91.4% | Added |
| Baird Financial Group, Inc. | 3,603 | $2.53M | 0.00% | +1,194+49.6% | Added |
| Summit Financial, LLC | 3,602 | $2.53M | 0.03% | +2,563+246.7% | Added |
| Louisiana State Employees Retirement System | 3,600 | $2.53M | 0.04% | −16,000−81.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 3,600 | $2.53M | 0.09% | +3,600 | New |
| Maryland State Retirement & Pension System | 3,576 | $2.51M | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,573 | $2.51M | 0.11% | −445−11.1% | Reduced |
| Blair William & Co | 3,508 | $2.46M | 0.01% | −103−2.9% | Reduced |
| Longbow Finance SA | 3,503 | $2.46M | 0.45% | +3,503 | New |
| NBC Securities, Inc. | 3,425 | $2.41M | 0.18% | +2,788+437.7% | Added |
| Guggenheim Capital LLC | 3,394 | $2.39M | 0.02% | −654−16.2% | Reduced |
| Truist Financial Corp | 3,382 | $2.38M | 0.00% | −1,128−25.0% | Reduced |
| Huntleigh Advisors, Inc. | 3,380 | $2.38M | 0.41% | +600+21.6% | Added |
| GAMMA Investing LLC | 3,355 | $2.36M | 0.11% | +281+9.1% | Added |
| Sciencast Management LP | 3,300 | $2.32M | 0.30% | −1,487−31.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,290 | $2.31M | 0.02% | +3,290 | New |
| Virtue Capital Management, LLC | 4,932 | $2.31M | 0.35% | −3,505−41.5% | Reduced |
| Caxton Associates LLP | 3,257 | $2.29M | 0.05% | −6,041−65.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,241 | $2.28M | 0.03% | −1,317−28.9% | Reduced |