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 |
|---|---|---|---|---|---|
| Timothy G. Youngquist 2020 Irrevocable Trust | 3,232 | $2.27M | 1.11% | +2,374+276.7% | Added |
| MML Investors Services, LLC | 3,200 | $2.25M | 0.01% | −1,918−37.5% | Reduced |
| NorthRock Partners, LLC | 3,192 | $2.24M | 0.04% | +3,192 | New |
| Parallax Volatility Advisers, L.P. | 3,176 | $2.23M | 0.10% | +3,176 | New |
| Vestmark Advisory Solutions, Inc. | 3,161 | $2.22M | 0.02% | −937−22.9% | Reduced |
| Atomi Financial Group, Inc. | 3,154 | $2.22M | 0.07% | +1,271+67.5% | Added |
| Merit Financial Group, LLC | 3,142 | $2.21M | 0.02% | +1,876+148.2% | Added |
| HighVista Strategies LLC | 3,117 | $2.19M | 0.60% | −1,200−27.8% | Reduced |
| Kickstand Ventures, LLC. | 3,112 | $2.19M | 0.46% | −500−13.8% | Reduced |
| Callan Family Office, LLC | 3,105 | $2.18M | 0.05% | −109−3.4% | Reduced |
| Tobam | 3,059 | $2.15M | 0.56% | +3,059 | New |
| Emerald Advisers, LLC | 3,011 | $2.12M | 0.07% | −144,914−98.0% | Reduced |
| Cornerstone Investment Partners, LLC | 3,009 | $2.11M | 0.09% | −2,263−42.9% | Reduced |
| Triasima Portfolio Management inc. | 3,006 | $2.11M | 0.32% | +3,006 | New |
| Tortoise Capital Advisors, L.L.C. | 3,002 | $2.11M | 0.02% | +3,002 | New |
| Sona Asset Management (US) LLC | 3,000 | $2.11M | 0.08% | −1,274−29.8% | Reduced |
| Pacific Point Advisors, LLC | 3,000 | $2.11M | 1.11% | +1,200+66.7% | Added |
| Hampton Road Capital Management LP | 3,000 | $2.11M | 3.55% | +3,000 | New |
| Penn Capital Management Co Inc | 2,942 | $2.09M | 0.16% | −2,388−44.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,958 | $2.08M | 0.86% | −772−20.7% | Reduced |
| MUFG Securities EMEA plc | 2,927 | $2.06M | 0.03% | +2,927 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,912 | $2.05M | 0.12% | +2,912 | New |
| Light Street Capital Management, LLC | 2,892 | $2.03M | 0.41% | +2,892 | New |
| Hollencrest Capital Management | 2,860 | $2.01M | 0.07% | −1,148−28.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 2,852 | $2.00M | 0.09% | +2,852 | New |
| Norinchukin Bank, The | 2,847 | $2.00M | 0.02% | +2,847 | New |
| Estate Counselors, LLC | 2,843 | $2.00M | 0.18% | −8,657−75.3% | Reduced |
| Coldstream Capital Management Inc | 2,820 | $1.98M | 0.02% | −77−2.7% | Reduced |
| MYDA Advisors LLC | 2,800 | $1.97M | 0.46% | +2,800 | New |
| Ariose Capital Management Ltd | 2,784 | $1.96M | 1.31% | +2,784 | New |
| QP Wealth Management, LLC | 2,761 | $1.94M | 3.32% | −3,894−58.5% | Reduced |
| Leonteq Securities AG | 2,756 | $1.94M | 0.12% | +2,495+955.9% | Added |
| Davenport & Co LLC | 2,710 | $1.90M | 0.01% | +1,570+137.7% | Added |
| Prakash Investment Advisors LLC | 2,710 | $1.90M | 1.61% | +1,610+146.4% | Added |
| Net Worth Advisory Group | 2,704 | $1.90M | 0.39% | −1,032−27.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,703 | $1.90M | 0.00% | +2,703 | New |
| Brighton Jones LLC | 2,695 | $1.89M | 0.04% | +2,695 | New |
| Metis Global Partners, LLC | 2,680 | $1.88M | 0.05% | +2,680 | New |
| Farther Finance Advisors, LLC | 2,463 | $1.88M | 0.02% | +1,258+104.4% | Added |
| Advisor Resource Council | 2,647 | $1.86M | 0.74% | −65−2.4% | Reduced |
| Saudi Central Bank | 2,617 | $1.84M | 0.04% | +2,617 | New |
| Altfest L J & Co Inc | 2,595 | $1.82M | 0.20% | −1,411−35.2% | Reduced |
| Clough Capital Partners L P | 2,580 | $1.81M | 0.18% | +76+3.0% | Added |
| Caption Management, LLC | 2,550 | $1.79M | 0.09% | −1,650−39.3% | Reduced |
| Titiun Yejiel | 2,547 | $1.79M | 1.81% | +2,547 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,456 | $1.72M | 0.01% | +2,456 | New |
| Resources Investment Advisors, LLC. | 2,427 | $1.71M | 0.02% | +325+15.5% | Added |
| Sterling Capital Management LLC | 2,420 | $1.70M | 0.03% | −1,776−42.3% | Reduced |
| Morris Retirement Advisors, LLC | 2,410 | $1.69M | 0.69% | −244−9.2% | Reduced |
| Telligent Fund, LP | 2,400 | $1.69M | 1.80% | +2,400 | New |
| E. Ohman J:or Asset Management AB | 2,400 | $1.69M | 0.04% | +2,400 | New |
| Evergreen Capital Management LLC | 2,389 | $1.68M | 0.04% | +107+4.7% | Added |
| Laird Norton Trust Company, LLC | 2,378 | $1.67M | 0.04% | +635+36.4% | Added |
| Kimelman & Baird, LLC | 2,374 | $1.67M | 0.14% | −100−4.0% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,370 | $1.67M | 0.39% | −14,733−86.1% | Reduced |
| Tudor Investment Corp Et Al | 2,301 | $1.62M | 0.01% | +2,301 | New |
| Bright Valley Capital Ltd | 2,300 | $1.62M | 1.67% | +2,300 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,284 | $1.61M | 0.02% | −13,579−85.6% | Reduced |
| TB Alternative Assets Ltd. | 2,266 | $1.59M | 0.33% | +2,266 | New |
| Princeton Capital Management LLC | 2,259 | $1.59M | 0.43% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 2,250 | $1.58M | 0.67% | +2,100+1,400.0% | Added |
| Pinkerton Retirement Specialists, LLC | 4,287 | $1.58M | 0.14% | +74+1.8% | Added |
| Private Advisory Group LLC | 2,224 | $1.56M | 0.11% | +2,224 | New |
| Central Pacific Bank - Trust Division | 2,216 | $1.56M | 0.20% | −163−6.9% | Reduced |
| VestGen Advisors, LLC | 1,565 | $1.55M | 0.04% | −767−32.9% | Reduced |
| Watershed Asset Management, L.L.C. | 2,200 | $1.55M | 1.60% | −1,800−45.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,172 | $1.53M | 0.02% | +2,172 | New |
| HB Wealth Management, LLC | 2,163 | $1.52M | 0.01% | +949+78.2% | Added |
| Madden Securities Corp | 2,150 | $1.51M | 0.45% | +2,150 | New |
| Integrated Quantitative Investments LLC | 2,116 | $1.49M | 0.27% | +2,116 | New |
| QRG Capital Management, Inc. | 2,074 | $1.46M | 0.02% | +1,489+254.5% | Added |
| Premier Fund Managers Ltd | 2,208 | $1.45M | 0.10% | +2,208 | New |
| Symmetry Investments LP | 2,050 | $1.44M | 0.35% | +2,050 | New |
| North Dakota State Investment Board | 2,040 | $1.43M | 0.06% | −379−15.7% | Reduced |
| Chung Wu Investment Group, LLC | 2,020 | $1.42M | 1.22% | −380−15.8% | Reduced |
| VGI Partners Ltd | 2,013 | $1.41M | 0.08% | +2,013 | New |
| Inceptionr LLC | 2,008 | $1.41M | 0.34% | −169−7.8% | Reduced |
| MUFG Securities Americas Inc. | 1,976 | $1.39M | 0.09% | +1,976 | New |
| First Manhattan Co | 1,965 | $1.38M | 0.00% | −160−7.5% | Reduced |
| Securian Asset Management, Inc | 1,937 | $1.36M | 0.05% | −3,202−62.3% | Reduced |
| John G Ullman & Associates Inc | 1,933 | $1.36M | 0.18% | −3,827−66.4% | Reduced |
| Level Four Advisory Services, LLC | 1,931 | $1.36M | 0.04% | +967+100.3% | Added |
| Signaturefd, LLC | 1,923 | $1.35M | 0.02% | +341+21.6% | Added |
| Buckingham Strategic Partners | 1,918 | $1.35M | 0.01% | +1,918 | New |
| Atlantic Union Bankshares Corp | 1,910 | $1.34M | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,889 | $1.33M | 0.09% | +1,889 | New |
| SMART Wealth LLC | 1,872 | $1.32M | 0.39% | +670+55.7% | Added |
| FACT Capital, LP | 1,872 | $1.32M | 0.87% | +1,872 | New |
| Everence Capital Management Inc | 1,870 | $1.31M | 0.08% | −20−1.1% | Reduced |
| Krilogy Financial LLC | 1,464 | $1.30M | 0.04% | −134−8.4% | Reduced |
| Atria Investments LLC | 1,839 | $1.29M | 0.01% | +1,839 | New |
| Raiffeisen Bank International AG | 1,958 | $1.28M | 0.02% | +1,958 | New |
| Lecap Asset Management Ltd | 1,824 | $1.28M | 0.48% | +1,824 | New |
| Ellevest, Inc. | 1,822 | $1.28M | 0.18% | −257−12.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,819 | $1.28M | 0.01% | +1,819 | New |
| Canada Post Corp Registered Pension Plan | 1,800 | $1.26M | 0.05% | +1,800 | New |
| Vista Private Wealth Partners. LLC | 1,387 | $1.25M | 0.43% | +1,387 | New |
| Gladstone Institutional Advisory LLC | 1,783 | $1.25M | 0.05% | −1,583−47.0% | Reduced |
| Eddie Patel Inc | 1,757 | $1.23M | 0.95% | +1,757 | New |
| Ameritas Investment Partners, Inc. | 1,755 | $1.23M | 0.04% | −17,474−90.9% | Reduced |