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.
| 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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 817 | $574.5K | 0.01% | −173−17.5% | Reduced |
| Independent Advisor Alliance | 817 | $574.2K | 0.01% | +223+37.5% | Added |
| Ritholtz Wealth Management | 815 | $572.8K | 0.01% | +125+18.1% | Added |
| Oppenheimer & Co Inc | 813 | $571.3K | 0.01% | −441−35.2% | Reduced |
| J. Safra Sarasin Holding AG | 809 | $568.5K | 0.01% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 797 | $560.1K | 0.01% | +797 | New |
| Golden State Equity Partners | 792 | $556.6K | 0.04% | +147+22.8% | Added |
| Checchi Capital Advisers, LLC | 790 | $555.2K | 0.04% | +38+5.1% | Added |
| Anb Bank | 789 | $554.5K | 0.22% | −257−24.6% | Reduced |
| Silverleafe Capital Partners, LLC | 788 | $553.8K | 0.17% | +788 | New |
| Perennial Investment Advisors, LLC | 779 | $547.5K | 0.04% | +779 | New |
| Perigon Wealth Management, LLC | 777 | $546.3K | 0.01% | +61+8.5% | Added |
| Bosman Wealth Management, LLC | 771 | $541.8K | 0.48% | +771 | New |
| Castleark Management LLC | 770 | $541.1K | 0.02% | −30,383−97.5% | Reduced |
| Cresset Asset Management, LLC | 767 | $539.0K | 0.00% | +767 | New |
| Fieldview Capital Management, LLC | 766 | $538.3K | 0.16% | −205−21.1% | Reduced |
| MAI Capital Management | 765 | $537.6K | 0.00% | +511+201.2% | Added |
| Graham Capital Management, L.P. | 762 | $535.5K | 0.02% | −1,516−66.5% | Reduced |
| Diversified Trust Co | 762 | $535.5K | 0.01% | +81+11.9% | Added |
| Sig Brokerage, LP | 757 | $532.0K | 0.15% | +757 | New |
| Bridgefront Capital, LLC | 754 | $529.9K | 0.13% | −3,433−82.0% | Reduced |
| Bessemer Group Inc | 753 | $528.0K | 0.00% | +425+129.6% | Added |
| Sandler Capital Management | 750 | $527.1K | 0.36% | +750 | New |
| New England Research & Management, Inc. | 750 | $527.1K | 0.22% | +750 | New |
| Meridian Wealth Management, LLC | 746 | $524.3K | 0.02% | +746 | New |
| RMB Capital Management, LLC | 744 | $522.7K | 0.01% | +744 | New |
| Csenge Advisory Group | 743 | $522.5K | 0.02% | −610−45.1% | Reduced |
| Warren Averett Asset Management, LLC | 740 | $520.3K | 0.00% | +740 | New |
| Geneos Wealth Management Inc. | 739 | $519.3K | 0.01% | +726+5,584.6% | Added |
| Omers Administration Corp | 739 | $519.3K | 0.00% | +739 | New |
| Cim Investment Mangement Inc | 738 | $518.6K | 0.14% | −3,892−84.1% | Reduced |
| Moneta Group Investment Advisors LLC | 731 | $513.7K | 0.00% | −65−8.2% | Reduced |
| New Wave Wealth Advisors LLC | 731 | $513.7K | 0.18% | +731 | New |
| KCM Investment Advisors LLC | 725 | $509.5K | 0.02% | +5+0.7% | Added |
| Pinnbrook Capital Management LP | 723 | $508.1K | 0.42% | −16,196−95.7% | Reduced |
| Magnus Financial Group LLC | 713 | $501.1K | 0.04% | −33−4.4% | Reduced |
| Frank, Rimerman Advisors LLC | 709 | $498.3K | 0.03% | +709 | New |
| AlphaGrep UK Ltd | 709 | $498.3K | 0.15% | +709 | New |
| TCG Advisory Services, LLC | 708 | $497.6K | 0.01% | +78+12.4% | Added |
| ABS Direct Equity Fund LLC | 500 | $488.1K | 0.37% | +500 | New |
| Abel Hall, LLC | 693 | $487.0K | 0.10% | +36+5.5% | Added |
| Cigna Investments Inc | 679 | $477.0K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 676 | $475.1K | 0.00% | +12+1.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 672 | $472.3K | 0.01% | +672 | New |
| Employees Retirement System of Texas | 662 | $465.0K | 0.00% | 00.0% | Unchanged |
| Cynosure Management, LLC | 660 | $463.8K | 0.06% | +660 | New |
| Wellington Grp LLC | 640 | $449.8K | 0.14% | 00.0% | Unchanged |
| XML Financial, LLC | 635 | $446.3K | 0.04% | +70+12.4% | Added |
| BNP Paribas | 630 | $442.7K | 0.01% | −70−10.0% | Reduced |
| Change Path, LLC | 629 | $442.0K | 0.01% | −1,189−65.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 626 | $439.9K | 0.01% | +20+3.3% | Added |
| Quent Capital, LLC | 623 | $437.8K | 0.03% | +35+6.0% | Added |
| Evoke Wealth, LLC | 621 | $436.4K | 0.01% | +621 | New |
| EntryPoint Capital, LLC | 616 | $432.9K | 0.13% | −532−46.3% | Reduced |
| Insigneo Advisory Services, LLC | 616 | $432.9K | 0.03% | +616 | New |
| Equitable Holdings, Inc. | 604 | $424.5K | 0.00% | −331−35.4% | Reduced |
| Larson Financial Group LLC | 601 | $422.4K | 0.01% | −713−54.3% | Reduced |
| Moore Capital Management, LP | 588 | $413.2K | 0.02% | +588 | New |
| Waddell & Associates, LLC | 588 | $413.2K | 0.02% | +588 | New |
| Greenspring Advisors, LLC | 584 | $410.4K | 0.03% | +584 | New |
| Pensionmark Financial Group, LLC | 583 | $409.7K | 0.01% | +583 | New |
| Silver Oak Securities, Inc | 581 | $408.3K | 0.03% | +581 | New |
| CoreCap Advisors, LLC | 575 | $404.1K | 0.01% | −1,849−76.3% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 575 | $404.1K | 0.04% | +575 | New |
| Sentinus, LLC | 572 | $402.0K | 0.04% | +572 | New |
| Brown Brothers Harriman & Co | 568 | $399.2K | 0.00% | +449+377.3% | Added |
| Stratos Wealth Partners, LTD. | 567 | $398.8K | 0.00% | +567 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 562 | $395.0K | 0.57% | −10,925−95.1% | Reduced |
| Calton & Associates, Inc. | 562 | $395.0K | 0.06% | −2,538−81.9% | Reduced |
| Parallel Advisors, LLC | 560 | $393.6K | 0.01% | +234+71.8% | Added |
| RSM US Wealth Management LLC | 553 | $388.9K | 0.00% | +553 | New |
| NewEdge Wealth, LLC | 552 | $387.9K | 0.00% | −281−33.7% | Reduced |
| Crestwood Advisors Group LLC | 549 | $385.8K | 0.01% | +549 | New |
| Bedel Financial Consulting, Inc. | 547 | $384.4K | 0.04% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 545 | $383.0K | 0.02% | −23−4.0% | Reduced |
| GTS Securities LLC | 541 | $380.2K | 0.01% | +541 | New |
| Sigma Planning Corp | 538 | $378.1K | 0.01% | +538 | New |
| Steel Peak Wealth Management LLC | 532 | $373.9K | 0.01% | −6,653−92.6% | Reduced |
| Umb Bank N A | 523 | $367.5K | 0.01% | −445−46.0% | Reduced |
| Intrust Bank NA | 522 | $366.8K | 0.03% | −71−12.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 520 | $365.4K | 0.10% | −390−42.9% | Reduced |
| Rothschild Investment LLC | 519 | $364.7K | 0.02% | +490+1,689.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 516 | $362.6K | 0.11% | −162−23.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 516 | $362.6K | 0.36% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 513 | $360.6K | 0.10% | +513 | New |
| Dakota Wealth Management | 509 | $357.7K | 0.01% | +509 | New |
| BankChampaign, National Association | 507 | $356.3K | 0.35% | +507 | New |
| TFB Advisors LLC | 502 | $352.8K | 0.18% | +502 | New |
| Sound Portfolio Advisors, LLC | 501 | $352.1K | 0.29% | +501 | New |
| Diversify Wealth Management, LLC | 410 | $351.9K | 0.01% | +410 | New |
| Corsair Capital Management, L.P. | 500 | $351.4K | 0.05% | +500 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $350.9K | 0.01% | +500 | New |
| Successful Portfolios LLC | 532 | $348.3K | 0.19% | +532 | New |
| Caerus Investment Advisors, LLC | 492 | $345.8K | 0.15% | +492 | New |
| Ironwood Investment Counsel, LLC | 490 | $344.4K | 0.05% | +490 | New |
| Sowell Financial Services LLC | 490 | $344.1K | 0.01% | −645−56.8% | Reduced |
| GenTrust, LLC | 488 | $342.9K | 0.01% | +488 | New |
| Supplemental Annuity Collective Trust of NJ | 483 | $339.4K | 0.10% | −5,147−91.4% | Reduced |
| Apella Capital, LLC | 379 | $338.8K | 0.01% | +379 | New |
| Advisory Alpha, LLC | 481 | $338.0K | 0.01% | +481 | New |