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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
Symphony Financial, Ltd. Co.301$256.7K0.03%−31−9.3%Reduced
J.W. Cole Advisors, Inc.300$257.4K0.00%−1,042−77.6%Reduced
South Shore Capital Advisors300$257.4K0.17%−100−25.0%Reduced
Purpose Unlimited Inc.300$257.4K0.01%+300New
Empower Advisory Group, LLC304$260.9K0.00%−36−10.6%Reduced
Poehling Capital Management, LLC304$261.0K0.06%+304New
Palisades Hudson Asset Management, L.P.305$262.0K0.09%00.0%Unchanged
QTR Family Wealth, LLC307$263.4K0.09%+46+17.6%Added
Alta Advisers Ltd307$263.4K0.06%+307New
Drucker Wealth 3.0, LLC309$265.1K0.04%−6−1.9%Reduced
Sagespring Wealth Partners, LLC310$266.0K0.00%−18−5.5%Reduced
Marks Group Wealth Management, Inc310$266.0K0.02%+10+3.3%Added
Associated Banc-Corp312$267.7K0.01%+7+2.3%Added
Legacy Capital Group California, Inc.312$267.7K0.08%−26−7.7%Reduced
Mullooly Asset Management, Inc.312$267.7K0.08%00.0%Unchanged
Fidelis Capital Partners, LLC312$267.7K0.02%+21+7.2%Added
Diversified Enterprises, LLC312$267.7K0.01%+312New
Gsa Capital Partners LLP312$268.0K0.02%−923−74.7%Reduced
Dynasty Wealth Management, LLC313$268.6K0.00%−12−3.7%Reduced
Modern Wealth Management, LLC314$269.3K0.00%+52+19.8%Added
Counterpoint Mutual Funds LLC314$269.4K0.03%−152−32.6%Reduced
Aviance Capital Partners, LLC315$270.3K0.03%00.0%Unchanged
VARCOV Co.316$271.1K0.10%+316New
Oslo Pensjonsforsikring AS318$272.9K0.03%00.0%Unchanged
Abacus Wealth Partners, LLC319$273.7K0.03%−138−30.2%Reduced
Fulton Bank, N.A.319$273.7K0.01%+319New
RIA Advisory Group LLC322$276.3K0.06%+322New
Willner & Heller, LLC324$278.0K0.17%+324New
Regions Financial Corp325$278.9K0.00%−51−13.6%Reduced
Soltis Investment Advisors LLC325$279.0K0.02%+325New
Quantum Private Wealth, LLC326$279.7K0.07%00.0%Unchanged
Arcus Capital Partners, LLC328$281.4K0.12%−15−4.4%Reduced
LightSquare Wealth Management, LLC328$281.4K0.19%+8+2.5%Added
Northwest & Ethical Investments L.P.331$281.8K0.01%−533−61.7%Reduced
AXA S.A.376$282.0K0.33%−6−1.6%Reduced
Advisors Capital Management, LLC330$283.8K0.00%+330New
Magnolia Capital Advisors LLC348$298.6K0.05%+348New
Howard Capital Management Group, LLC350$300.3K0.02%00.0%Unchanged
Wolff Wiese Magana LLC352$302.0K0.14%−103−22.6%Reduced
FourThought Financial Partners, LLC355$304.6K0.02%−5−1.4%Reduced
Cary Street Partners Financial LLC355$304.6K0.01%+55+18.3%Added
We Are One Seven, LLC355$304.6K0.01%+355New
IFG Advisors, LLC356$305.5K0.04%+1+0.3%Added
GFG Capital, LLC356$305.5K0.08%+6+1.7%Added
LBMC Investment Advisors, LLC356$305.5K0.02%+356New
Barnes Dennig Private Wealth Management LLC358$307.2K0.25%−158−30.6%Reduced
Smartleaf Asset Management LLC362$308.2K0.01%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.362$310.6K0.03%+17+4.9%Added
WealthTrust Axiom LLC365$313.2K0.07%00.0%Unchanged
Simon Quick Advisors, LLC366$314.1K0.01%+366New
Jackson Thornton Asset Management, LLC368$315.8K0.02%+32+9.5%Added
Kingdom Financial Group LLC.368$315.8K0.08%+23+6.7%Added
Osmosis Investment Management UK Ltd369$316.6K0.01%+369New
Advisor OS, LLC370$317.5K0.02%+35+10.4%Added
AssuredPartners Investment Advisors, LLC370$317.7K0.03%+370New
Financial Management Professionals, Inc.375$321.8K0.03%00.0%Unchanged
Family Investment Center, Inc.376$322.6K0.05%+376New
Family Management Corp378$324.3K0.03%+378New
WBI Investments379$325.2K0.08%+379New
CWA Asset Management Group, LLC381$326.9K0.01%+381New
Paradigm Capital Management, LLC381$327.0K0.28%00.0%Unchanged
Fi3 FINANCIAL ADVISORS, LLC647$329.8K0.10%+647New
MOR Wealth Management, LLC386$331.2K0.13%+386New
Colonial River Wealth Management, LLC387$332.1K0.09%+25+6.9%Added
Baader Bank INC389$333.8K0.03%−5,294−93.2%Reduced
Transcend Wealth Collective, LLC391$335.2K0.02%+391New
Oxinas Partners Wealth Management LLC392$336.4K0.13%+392New
Envestnet Portfolio Solutions, Inc.393$337.2K0.00%+393New
Wellspring Financial Advisors, LLC394$338.1K0.02%+394New
Koshinski Asset Management, Inc.397$340.6K0.02%+34+9.4%Added
Thompson Siegel & Walmsley LLC400$343.0K0.01%+400New
CastleKnight Management LP400$343.2K0.01%−800−66.7%Reduced
Gabelli & Co Investment Advisers, Inc.400$343.2K0.05%00.0%Unchanged
Independent Solutions Wealth Management, LLC400$343.2K0.04%00.0%Unchanged
L2 Asset Management, LLC400$343.2K0.04%+26+7.0%Added
Truvestments Capital LLC400$343.2K0.05%+76+23.5%Added
Plan Group Financial, LLC400$343.2K0.07%+100+33.3%Added
Legal Advantage Investments, Inc.400$343.2K0.12%+400New
Astoria Portfolio Advisors LLC.400$343.2K0.06%+400New
Chicago Capital, LLC405$347.5K0.01%+405New
Silphium Asset Management Ltd405$347.5K0.12%+405New
StoneCrest Wealth Management, Inc.408$350.1K0.11%−42−9.3%Reduced
Magnetar Financial LLC412$353.5K0.00%+412New
Trivant Custom Portfolio Group, LLC418$358.7K0.19%+23+5.8%Added
GeoWealth Management, LLC420$361.9K0.01%+420New
Frec Markets, Inc.422$362.1K0.03%+49+13.1%Added
V-Square Quantitative Management LLC424$363.8K0.03%−56−11.7%Reduced
Legacy Financial Advisors, Inc.424$363.8K0.04%+85+25.1%Added
Cordatus Wealth Management LLC425$364.7K0.08%+6+1.4%Added
Westside Investment Management, Inc.428$367.3K0.05%00.0%Unchanged
SageView Advisory Group, LLC432$370.7K0.01%−1,094−71.7%Reduced
Interchange Capital Partners, LLC433$371.5K0.07%+433New
Focused Alpha, LLC433$371.5K0.10%+433New
Principal Securities, Inc.434$372.4K0.00%+434New
Arkadios Wealth Advisors438$375.8K0.01%+438New
Coastal Bridge Advisors, LLC442$379.2K0.02%−14−3.1%Reduced
Brown Advisory Inc442$379.2K0.00%+442New
American Trust442$379.3K0.03%+63+16.6%Added
Sandler Capital Management443$380.1K0.22%−307−40.9%Reduced
Walser Wealth Management Company, A Ltd Liability Co445$381.6K0.16%+445New