Skip to main content
Livermore
Livermore
中文EN

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 $70.6B in total; superinvestors HHLR Advisors (Hillhouse) and Maverick Capital hold it.

13F holders, Q2 2026

Institutional positions in Lumentum Holdings Inc. as of Jun 30, 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
1,321
+244 vs. Q1 2026
Shares held
82.3M
+5.72M (+7.5%) vs. Q1 2026
Total value
$70.6B
+$16.9B (+31.5%) vs. Q1 2026
New holders
379
526 more added
Sold out
135
326 more reduced

12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,321 institutions
Q1 2021: 478 institutionsQ2 2021: 423 institutionsQ3 2021: 434 institutionsQ4 2021: 487 institutionsQ1 2022: 479 institutionsQ2 2022: 468 institutionsQ3 2022: 443 institutionsQ4 2022: 429 institutionsQ1 2023: 387 institutionsQ2 2023: 377 institutionsQ3 2023: 366 institutionsQ4 2023: 357 institutionsQ1 2024: 366 institutionsQ2 2024: 377 institutionsQ3 2024: 386 institutionsQ4 2024: 450 institutionsQ1 2025: 422 institutionsQ2 2025: 483 institutionsQ3 2025: 589 institutionsQ4 2025: 757 institutionsQ1 2026: 1,089 institutionsQ2 2026: 1,321 institutions
Value heldQ2 2026: $70.6B
Q1 2021: $6.36BQ2 2021: $5.63BQ3 2021: $5.52BQ4 2021: $7.15BQ1 2022: $6.67BQ2 2022: $5.33BQ3 2022: $4.67BQ4 2022: $3.29BQ1 2023: $3.63BQ2 2023: $3.88BQ3 2023: $3.16BQ4 2023: $3.82BQ1 2024: $3.63BQ2 2024: $3.88BQ3 2024: $4.66BQ4 2024: $6.23BQ1 2025: $5.08BQ2 2025: $7.98BQ3 2025: $13.0BQ4 2025: $30.0BQ1 2026: $54.1BQ2 2026: $70.6B
Institutions holding LITE and their total value by quarter
QuarterHoldersValue
Q2 20261,321$70.6B
Q1 20261,089$54.1B
Q4 2025757$30.0B
Q3 2025589$13.0B
Q2 2025483$7.98B
Q1 2025422$5.08B
Q4 2024450$6.23B
Q3 2024386$4.66B
Q2 2024377$3.88B
Q1 2024366$3.63B
Q4 2023357$3.82B
Q3 2023366$3.16B
Q2 2023377$3.88B
Q1 2023387$3.63B
Q4 2022429$3.29B
Q3 2022443$4.67B
Q2 2022468$5.33B
Q1 2022479$6.67B
Q4 2021487$7.15B
Q3 2021434$5.52B
Q2 2021423$5.63B
Q1 2021478$6.36B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q1 2026.

Institutions holding LITE in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%+1New
Cordant, Inc.0$2840.00%0New
Halbert Hargrove Global Advisors, LLC1$6700.00%+1New
WestEnd Advisors, LLC1$8580.00%00.0%Unchanged
Game Plan Financial Advisors, LLC1$8580.00%00.0%Unchanged
Godfrey Financial Associates, Inc.1$8580.00%00.0%Unchanged
Barrett & Company, Inc.1$8580.00%+1New
Mechanics Financial Corp1$8580.00%+1New
GoalVest Advisory LLC1$8580.00%+1New
Glass Jacobson Investment Advisors llc1$8590.00%−241−99.6%Reduced
TFC Financial Management1$8590.00%00.0%Unchanged
Seneschal Advisors, LLC1$8590.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.1$8590.00%00.0%Unchanged
Valley National Advisers Inc1$8590.00%+1New
Trifecta Capital Advisors, LLC1$8590.00%+1New
Capital Analysts, LLC1$1.00K0.00%+1New
Montag A & Associates Inc1$1.00K0.00%+1New
PEAK6 LLC2$1.35K0.00%−8,273−100.0%Reduced
Gordian Capital Singapore Pte Ltd2$1.72K0.00%−298−99.3%Reduced
Bruce G. Allen Investments, LLC2$1.72K0.00%−1−33.3%Reduced
1015 Capital Partners, LLC2$1.72K0.00%−1−33.3%Reduced
Kayne Anderson Rudnick Investment Management LLC2$1.72K0.00%00.0%Unchanged
Arlington Trust Co LLC2$1.72K0.00%00.0%Unchanged
Davis Capital Management2$1.72K0.00%+1+100.0%Added
Bay Harbor Wealth Management, LLC2$1.72K0.00%+1+100.0%Added
Motco2$1.72K0.00%+2New
Creative Capital Management Investments LLC2$1.72K0.00%+2New
Medallion Wealth Advisors, LLC2$1.72K0.00%+2New
American Capital Advisory, LLC2$1.72K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.3$2.57K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$2.57K0.00%00.0%Unchanged
Prosperity Bancshares Inc3$2.57K0.00%+3New
Ameriflex Group, Inc.3$2.57K0.00%+3New
Key Capital Management, INC3$2.57K0.00%+3New
Private Wealth Management Group, LLC3$2.58K0.00%00.0%Unchanged
Atlantic Trust, LLC3$2.58K0.00%+2+200.0%Added
Winthrop Capital Management, LLC3$3.00K0.00%+3New
Colonial Trust Co4$3.40K0.00%+1+33.3%Added
North Star Investment Management Corp.4$3.43K0.00%00.0%Unchanged
POM Investment Strategies, LLC4$3.43K0.00%00.0%Unchanged
Continuum Advisory, LLC4$3.43K0.00%+4New
West Paces Advisors Inc.4$3.43K0.00%+4New
Kilter Group LLC4$3.43K0.00%+3+300.0%Added
ZRC Wealth Management, LLC4$3.43K0.00%+4New
Clark Wealth Partners4$3.43K0.00%+4New
Dunhill Financial, LLC4$3.98K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.5$4.00K0.00%+5New
DecisionPoint Financial, LLC5$4.01K0.00%00.0%Unchanged
Darwin Advisors, LLC4$4.04K0.00%00.0%Unchanged
NBT Bank N A5$4.29K0.00%−8−61.5%Reduced
Torren Management, LLC5$4.29K0.00%00.0%Unchanged
Basepoint Wealth LLC5$4.29K0.00%+5New
Networth Advisors, LLC5$4.29K0.00%+5New
Ares Financial Consulting, LLC5$4.29K0.00%+5New
Asset Dedication, LLC5$4.29K0.00%+5New
Manning & Napier Advisors LLC6$5.11K0.00%+6New
Baillie Gifford & Co6$5.15K0.00%+6New
Hurley Capital, LLC6$5.15K0.00%+6New
Morse Asset Management, Inc6$5.15K0.00%+6New
Rosenberg Matthew Hamilton6$5.15K0.00%+6New
Aspect Partners, LLC6$5.15K0.00%+6New
Benson Wealth Management INC6$5.15K0.01%+6New
Retirement Wealth Solutions LLC6$5.15K0.00%00.0%Unchanged
Country Trust Bank7$6.01K0.00%00.0%Unchanged
Osbon Capital Management LLC7$6.01K0.00%00.0%Unchanged
MV Capital Management, Inc.7$6.01K0.00%−6−46.2%Reduced
Acumen Wealth Advisors, LLC7$6.01K0.00%+7New
JPL Wealth Management, LLC7$6.01K0.00%−1−12.5%Reduced
American National Bank8$6.86K0.00%−121−93.8%Reduced
N.E.W. Advisory Services LLC8$6.86K0.00%00.0%Unchanged
FWL Investment Management, LLC8$6.86K0.00%+4+100.0%Added
Bryn Mawr Trust Co8$6.86K0.00%+8New
Beacon Investment Advisory Services, Inc.8$6.87K0.00%+3+60.0%Added
Central Trust Co8$6.87K0.00%+8New
DiNuzzo Private Wealth, Inc.9$7.72K0.00%+1+12.5%Added
Hughes Financial Services, LLC9$7.72K0.00%+1+12.5%Added
Raffa Wealth Management, LLC9$7.72K0.00%+4+80.0%Added
Montgomery Financial Services LLC9$7.72K0.01%+9New
Berkshire Capital Holdings Inc10$8.58K0.00%−31,940−100.0%Reduced
Strategic Wealth Partners, Ltd.10$8.58K0.00%−69−87.3%Reduced
Signature Equity Partners, LLC10$8.58K0.00%−30−75.0%Reduced
Evermay Wealth Management LLC10$8.58K0.00%+10New
CNB Bank10$8.58K0.00%+10New
Joseph Group Capital Management10$8.58K0.00%+10New
Vima LLC10$8.58K0.01%+10New
Quest 10 Wealth Builders, Inc.10$8.58K0.01%+10New
Marshall & Sterling Wealth Advisors Inc.10$8.58K0.01%+10New
Rialto Wealth Management, LLC11$9.44K0.00%+3+37.5%Added
Evolution Wealth Management Inc.12$10.3K0.01%−300−96.2%Reduced
Highline Wealth Partners LLC12$10.3K0.00%+1+9.1%Added
Cornerstone Planning Group LLC13$10.8K0.00%−2−13.3%Reduced
Bogart Wealth, LLC13$11.2K0.00%−45−77.6%Reduced
Bartlett & Co. Wealth Management LLC13$11.2K0.00%+8+160.0%Added
Cornerstone Financial Management LLC13$11.2K0.01%+7+116.7%Added
GHP Investment Advisors, Inc.13$11.2K0.00%+8+160.0%Added
Marquette Asset Management, LLC14$12.0K0.00%00.0%Unchanged
Holos Integrated Wealth LLC18$12.6K0.01%+18New
Salem Investment Counselors Inc15$12.9K0.00%00.0%Unchanged
First Command Advisory Services, Inc.15$12.9K0.00%+15New
Gleason Group, Inc.15$12.9K0.00%+15New