Skip to main content

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
82.2M
+5.60M (+7.3%) vs. Q1 2026
Total value
$70.5B
+$16.8B (+31.3%) vs. Q1 2026
New holders
379
525 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
Towarzystwo Funduszy Inwestycyjnych Pzu SA150$128.7K0.04%+150New
Harel Insurance Investments & Financial Services Ltd.159$136.0K0.00%+159New
Tiaa-Cref Individual & Institutional Services, LLC162$139.0K0.00%+162New
Rossby Financial, LCC166$142.4K0.03%+88+112.8%Added
First Community Trust NA173$148.4K0.07%+173New
Pinnacle Wealth Planning Services, Inc.175$150.2K0.01%+78+80.4%Added
Noble Wealth Management PBC182$156.2K0.07%00.0%Unchanged
StrongBox Wealth, LLC182$156.2K0.04%+182New
Capital Advisors, Ltd. LLC183$157.0K0.02%+13+7.6%Added
Cary Street Partner Investment Advisory LLC185$158.7K0.03%+61+49.2%Added
GW&K Investment Management, LLC186$160.0K0.00%+123+195.2%Added
Capula Management Ltd191$163.9K0.00%+191New
Migdal Insurance & Financial Holdings Ltd.195$167.3K0.00%−19,805−99.0%Reduced
HighMark Wealth Management LLC200$171.6K0.06%00.0%Unchanged
Parkside Financial Bank & Trust205$175.9K0.01%+129+169.7%Added
Onefund, LLC209$179.3K0.10%+14+7.2%Added
Compagnie Lombard Odier SCmA213$182.8K0.00%00.0%Unchanged
Eastern Bank220$188.8K0.00%+220New
Cedar Mountain Advisors, LLC229$196.5K0.03%00.0%Unchanged
Personal Cfo Solutions, LLC234$200.4K0.03%+234New
Fiduciary Alliance LLC234$200.9K0.01%+234New
Facet Wealth, Inc.235$201.6K0.00%+235New
Wesbanco Bank Inc236$202.5K0.01%+236New
Intesa Sanpaolo Wealth Management236$202.5K0.04%+236New
1st Source Bank237$203.4K0.01%+237New
Five Oceans Advisors238$204.2K0.07%+238New
Kiker Wealth Management, LLC239$205.1K0.08%+239New
Signet Private Wealth LLC239$205.1K0.16%+239New
Income Insurance Ltd240$205.9K0.12%+240New
Ironwood Investment Counsel, LLC242$207.7K0.03%−248−50.6%Reduced
Prevail Innovative Wealth Advisors, LLC242$207.7K0.03%+242New
Polen Capital Management LLC243$208.5K0.00%+243New
Signal Advisors Wealth, LLC243$208.5K0.01%+243New
Vigilare Wealth Management244$209.4K0.06%−155−38.8%Reduced
Angeles Wealth Management, LLC245$210.2K0.01%+245New
Aspiriant, LLC247$211.9K0.01%+247New
Evolution Wealth Advisors, LLC247$211.9K0.02%+247New
TigerOak Management, L.L.C.247$211.9K0.06%+247New
Twin Peaks Wealth Advisors, LLC248$212.8K0.05%−2−0.8%Reduced
Quarry LP248$212.8K0.03%+75+43.4%Added
Fiduciary Trust Co249$213.9K0.00%−87−25.9%Reduced
FSA Advisors, Inc.250$214.5K0.10%+250New
Portside Wealth Group, LLC250$214.5K0.03%+250New
Massar Capital Management, LP250$214.5K0.07%+250New
LifeGoal Wealth Advisors250$214.5K0.10%+250New
Chico Wealth RIA252$216.2K0.11%+252New
OpenArc Corporate Advisory, LLC252$216.2K0.00%+252New
Credit Industriel Et Commercial254$217.9K0.02%+254New
Venture Visionary Partners LLC255$218.8K0.01%+255New
Quantum Financial Advisors, LLC257$220.5K0.02%+257New
Nolet Wealth Management, LLC257$220.9K0.12%+257New
Fairfield Financial Advisors, LTD259$222.2K0.09%+259New
Essex LLC260$223.1K0.03%+260New
Forum Financial Management, LP260$223.1K0.00%+260New
Resurgent Financial Advisors LLC260$223.1K0.06%+260New
Everpar Advisors LLC261$224.0K0.06%+261New
Klingman & Associates, LLC262$224.8K0.01%+262New
Legato Capital Management LLC264$226.5K0.02%−186−41.3%Reduced
waypoint wealth counsel266$228.2K0.14%−37−12.2%Reduced
Blue Fin Capital, Inc.268$230.0K0.03%+268New
Capital Investment Advisors, LLC268$230.1K0.00%+268New
Waterloo Capital, L.P.269$230.8K0.01%+269New
Farringdon Capital, Ltd.270$231.7K0.11%+270New
Pure Financial Advisors, Inc.271$232.2K0.00%+271New
HBK Sorce Advisory LLC281$232.2K0.00%−3−1.1%Reduced
Concorde Asset Management, LLC271$232.5K0.13%−31−10.3%Reduced
Strategy Asset Managers LLC272$233.4K0.03%+272New
Allen Capital Group, LLC273$234.3K0.02%+273New
Intrua Financial, LLC273$234.3K0.02%+273New
Massmutual Trust Co FSB274$235.1K0.01%+37+15.6%Added
Wick Capital Partners, LLC274$235.1K0.04%+274New
Sovran Advisors, LLC361$235.3K0.02%+57+18.8%Added
Resonant Capital Advisors, LLC275$236.0K0.01%+275New
Northwest Wealth Management, LLC276$236.8K0.03%+276New
Stratos Wealth Advisors, LLC276$236.8K0.01%+276New
Balboa Wealth Partners279$239.4K0.03%+279New
Saranac Partners Ltd280$240.3K0.08%+280New
Tejara Capital Ltd280$240.3K0.10%+280New
Global Financial Private Client, LLC281$241.1K0.07%+281New
Simplicity Wealth,LLC282$242.0K0.01%+282New
Umb Bank N A283$242.8K0.00%−240−45.9%Reduced
Evolve Private Wealth, LLC283$242.8K0.01%−100−26.1%Reduced
Huntington National Bank284$243.7K0.00%+145+104.3%Added
Howard Financial Services, Ltd.284$243.7K0.02%+284New
Icon Wealth Advisors, LLC284$243.7K0.01%+284New
Riversedge Advisors, LLC285$244.5K0.03%+285New
Turtle Creek Wealth Advisors, LLC286$245.4K0.01%+286New
Sagewood Asset Management LP287$246.3K0.06%+287New
Abundance Wealth Counselors288$247.1K0.02%+288New
Prescott Group Capital Management, L.L.C.289$248.0K0.02%+289New
George Kaiser Family Foundation289$248.0K0.02%+289New
DRW Securities, LLC295$253.1K0.02%+295New
Cooper Financial Group295$253.1K0.02%−6−2.0%Reduced
Essential Partners LLC296$254.0K0.12%+82+38.3%Added
West Family Investments, Inc.296$254.0K0.07%+296New
Bayesian Capital Management, LP296$254.0K0.16%+296New
Capital CS Group, LLC297$254.8K0.37%+297New
Conning Inc.298$255.7K0.01%+298New
Chesley Taft & Associates LLC298$255.7K0.01%−247−45.3%Reduced
Delta Investment Management, LLC299$256.6K0.04%+299New