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 |
|---|---|---|---|---|---|
| Ewa, LLC | 1,754 | $1.23M | 0.28% | +4+0.2% | Added |
| Wedmont Private Capital | 1,365 | $1.22M | 0.04% | +215+18.7% | Added |
| Stephens Inc | 1,740 | $1.22M | 0.02% | −949−35.3% | Reduced |
| Brookstone Capital Management | 1,725 | $1.21M | 0.01% | +1,021+145.0% | Added |
| Veracity Capital LLC | 1,709 | $1.20M | 0.43% | −1,338−43.9% | Reduced |
| O'Neil Global Advisors, Inc. | 1,689 | $1.19M | 8.22% | −950−36.0% | Reduced |
| STRS Ohio | 1,684 | $1.18M | 0.00% | −3−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 1,660 | $1.17M | 0.01% | +892+116.1% | Added |
| Axiom Investors LLC | 1,655 | $1.16M | 0.01% | +1,655 | New |
| Sivia Capital Partners, LLC | 1,630 | $1.15M | 0.22% | +1,630 | New |
| Beaton Management Co. Inc. | 1,620 | $1.14M | 0.51% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,584 | $1.11M | 0.02% | −145−8.4% | Reduced |
| 180 Wealth Advisors, LLC | 1,553 | $1.09M | 0.12% | +44+2.9% | Added |
| SageView Advisory Group, LLC | 1,526 | $1.07M | 0.04% | +95+6.6% | Added |
| Glenmede Trust Co NA | 1,515 | $1.06M | 0.01% | +427+39.2% | Added |
| Allworth Financial LP | 1,508 | $1.06M | 0.00% | +513+51.6% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,500 | $1.05M | 0.06% | +1,500 | New |
| Meeder Advisory Services, Inc. | 1,488 | $1.05M | 0.04% | +4+0.3% | Added |
| Advisors Preferred, LLC | 1,486 | $1.04M | 0.16% | −2,152−59.2% | Reduced |
| CenterBook Partners LP | 1,485 | $1.04M | 0.06% | −22,012−93.7% | Reduced |
| Ionic Capital Management LLC | 1,482 | $1.04M | 0.87% | +1,482 | New |
| United Capital Financial Advisers, LLC | 1,470 | $1.03M | 0.01% | +586+66.3% | Added |
| Eurizon Capital SGR S.p.A. | 1,533 | $1.03M | 0.00% | −220−12.5% | Reduced |
| Vestcor Inc | 1,437 | $1.01M | 0.03% | +1,437 | New |
| World Equity Group, Inc. | 1,421 | $998.6K | 0.26% | +1,421 | New |
| Hilltop Holdings Inc. | 1,414 | $993.7K | 0.09% | −184−11.5% | Reduced |
| FirstWave Capital Management LLC | 1,411 | $991.6K | 1.06% | −1,823−56.4% | Reduced |
| Seeds Investor LLC | 1,162 | $990.9K | 0.13% | +1,162 | New |
| Mindset Wealth Management, LLC | 1,406 | $988.1K | 0.27% | −542−27.8% | Reduced |
| Landscape Capital Management, L.L.C. | 1,398 | $982.5K | 0.06% | −11,992−89.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,381 | $970.5K | 0.04% | +1,381 | New |
| Ballentine Partners, LLC | 1,381 | $970.5K | 0.01% | +214+18.3% | Added |
| J.W. Cole Advisors, Inc. | 1,342 | $943.1K | 0.03% | +1,342 | New |
| Intech Investment Management LLC | 1,323 | $929.8K | 0.01% | −33,527−96.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,310 | $920.6K | 0.15% | +1,310 | New |
| Ronald Blue Trust, Inc. | 1,308 | $919.2K | 0.01% | −384−22.7% | Reduced |
| Horizon Investments, LLC | 1,307 | $918.5K | 0.01% | +1,307 | New |
| Three Seasons Wealth, LLC | 1,282 | $900.9K | 0.34% | −1,817−58.6% | Reduced |
| Mission Wealth Management, LP | 1,272 | $894.1K | 0.02% | −23−1.8% | Reduced |
| National Asset Management, Inc. | 1,365 | $893.8K | 0.06% | +1,365 | New |
| Chicago Partners Investment Group LLC | 1,022 | $892.8K | 0.02% | +1,022 | New |
| SummitTX Capital, L.P. | 1,255 | $882.0K | 0.03% | +1,255 | New |
| Belvedere Trading LLC | 1,248 | $877.0K | 0.12% | +1,248 | New |
| Beacon Pointe Advisors, LLC | 1,245 | $874.7K | 0.00% | +1,245 | New |
| Emerald Mutual Fund Advisers Trust | 1,243 | $873.5K | 0.04% | −85,682−98.6% | Reduced |
| F/M Investments LLC | 1,243 | $873.5K | 0.06% | −1,205−49.2% | Reduced |
| Gsa Capital Partners LLP | 1,235 | $868.0K | 0.05% | +1,235 | New |
| Smith Shellnut Wilson LLC | 1,230 | $864.4K | 0.38% | 00.0% | Unchanged |
| Greenland Capital Management LP | 1,221 | $858.1K | 0.17% | +1,221 | New |
| Corient IA LLC | 1,220 | $857.4K | 0.81% | −280−18.7% | Reduced |
| CastleKnight Management LP | 1,200 | $843.3K | 0.04% | +1,200 | New |
| Kestra Private Wealth Services, LLC | 1,189 | $835.5K | 0.01% | +1,189 | New |
| AIA Group Ltd | 1,186 | $833.5K | 0.01% | −3,368−74.0% | Reduced |
| AE Wealth Management LLC | 1,186 | $833.4K | 0.00% | +1,186 | New |
| Taproot Management LP | 1,183 | $831.4K | 0.16% | +1,183 | New |
| Retireful, LLC | 1,179 | $828.6K | 1.17% | +1,179 | New |
| Tema ETFs LLC | 1,161 | $815.9K | 0.05% | +1,161 | New |
| IFP Advisors, Inc | 1,155 | $811.7K | 0.02% | +333+40.5% | Added |
| Optimist Retirement Group LLC | 1,145 | $804.7K | 0.35% | +19+1.7% | Added |
| West Michigan Advisors, LLC | 1,133 | $796.2K | 0.17% | −725−39.0% | Reduced |
| Yorktown Management & Research Co Inc | 1,125 | $790.6K | 0.66% | +1,125 | New |
| SRS Capital Advisors, Inc. | 1,061 | $778.6K | 0.02% | +111+11.7% | Added |
| Johnson Financial Group, Inc. | 1,100 | $773.0K | 0.03% | −126−10.3% | Reduced |
| REX Advisers, LLC | 1,100 | $773.0K | 4.51% | +1,100 | New |
| Smith Group Asset Management, LLC | 1,096 | $770.2K | 0.04% | −2,755−71.5% | Reduced |
| WBH Advisory Inc | 1,000 | $764.6K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,070 | $752.0K | 0.00% | −385−26.5% | Reduced |
| State of Wyoming | 1,066 | $749.1K | 0.09% | −536−33.5% | Reduced |
| Teacher Retirement System of Texas | 1,058 | $743.5K | 0.00% | −5,322−83.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,042 | $732.3K | 0.00% | +265+34.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,034 | $726.7K | 0.33% | +654+172.1% | Added |
| Beck Capital Management, LLC | 1,026 | $721.0K | 0.16% | +1,026 | New |
| Siemens Fonds Invest GmbH | 1,009 | $709.1K | 0.04% | +1,009 | New |
| Albion Financial Group | 1,000 | $702.8K | 0.05% | +1,000 | New |
| R Squared Ltd | 1,000 | $702.8K | 0.39% | +1,000 | New |
| Owen LaRue, LLC | 1,000 | $702.8K | 0.27% | +1,000 | New |
| GM Advisory Group, Inc. | 992 | $697.1K | 0.03% | +63+6.8% | Added |
| Gateway Wealth Partners, LLC | 981 | $689.4K | 0.03% | +981 | New |
| Private Trust Co NA | 974 | $684.5K | 0.06% | +931+2,165.1% | Added |
| Prospera Financial Services Inc | 974 | $684.4K | 0.01% | +974 | New |
| Northwest & Ethical Investments L.P. | 864 | $667.6K | 0.02% | −736−46.0% | Reduced |
| Alpine Investment Management Ltd | 950 | $667.6K | 0.32% | +950 | New |
| White Pine Capital LLC | 932 | $655.0K | 0.18% | −75−7.4% | Reduced |
| Markin Volterra Fund LP | 930 | $653.6K | 6.10% | −365−28.2% | Reduced |
| Archer Investment Corp | 930 | $653.6K | 0.14% | +929+92,900.0% | Added |
| Fifth Third Wealth Advisors LLC | 927 | $651.1K | 0.02% | −1,435−60.8% | Reduced |
| Lisanti Capital Growth, LLC | 920 | $646.5K | 0.16% | −11,865−92.8% | Reduced |
| Norden Group LLC | 903 | $634.6K | 0.06% | +248+37.9% | Added |
| Profund Advisors LLC | 901 | $633.2K | 0.02% | −682−43.1% | Reduced |
| Seek First Inc. | 900 | $632.5K | 0.45% | −1,100−55.0% | Reduced |
| ACT Capital Management, LLC | 900 | $632.5K | 0.50% | +900 | New |
| CWC Advisors, LLC. | 896 | $629.7K | 0.30% | −623−41.0% | Reduced |
| PFG Investments, LLC | 891 | $626.2K | 0.03% | −349−28.1% | Reduced |
| Capstone Investment Advisors, LLC | 875 | $614.9K | 0.01% | −385−30.6% | Reduced |
| 111 Capital | 869 | $610.7K | 0.15% | +869 | New |
| NorthCrest Asset Manangement, LLC | 729 | $603.1K | 0.02% | +729 | New |
| Citizens Financial Group Inc | 851 | $598.0K | 0.01% | +851 | New |
| Algert Global LLC | 840 | $590.3K | 0.01% | −36,500−97.8% | Reduced |
| Bull Harbor Capital LLC | 837 | $588.2K | 0.16% | +837 | New |
| Patten Group, Inc. | 824 | $579.1K | 0.10% | +824 | New |