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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 $70.5B 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: $70.5B
Q1 2021: $6.36BQ2 2021: $5.58BQ3 2021: $5.52BQ4 2021: $7.14BQ1 2022: $6.61BQ2 2022: $5.28BQ3 2022: $4.62BQ4 2022: $3.29BQ1 2023: $3.42BQ2 2023: $3.88BQ3 2023: $3.16BQ4 2023: $3.76BQ1 2024: $3.58BQ2 2024: $3.87BQ3 2024: $4.65BQ4 2024: $6.23BQ1 2025: $5.04BQ2 2025: $7.96BQ3 2025: $12.8BQ4 2025: $29.5BQ1 2026: $54.1BQ2 2026: $70.5B
Institutions holding LITE and their total value by quarter
QuarterHoldersValue
Q2 20261,321$70.5B
Q1 20261,089$54.1B
Q4 2025757$29.5B
Q3 2025589$12.8B
Q2 2025483$7.96B
Q1 2025422$5.04B
Q4 2024450$6.23B
Q3 2024386$4.65B
Q2 2024377$3.87B
Q1 2024366$3.58B
Q4 2023357$3.76B
Q3 2023366$3.16B
Q2 2023377$3.88B
Q1 2023387$3.42B
Q4 2022429$3.29B
Q3 2022443$4.62B
Q2 2022468$5.28B
Q1 2022479$6.61B
Q4 2021487$7.14B
Q3 2021434$5.52B
Q2 2021423$5.58B
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
Silicon Valley Capital Partners450$386.1K0.03%+400+800.0%Added
Advyzon Investment Management, LLC450$386.1K0.03%+450New
Knightsbridge Asset Management, LLC451$387.0K0.05%−2−0.4%Reduced
Adviser Investments LLC451$387.1K0.00%+16+3.7%Added
Apella Capital, LLC555$387.9K0.01%+176+46.4%Added
Oppenheimer & Co Inc453$388.7K0.00%−360−44.3%Reduced
Pensionmark Financial Group, LLC543$389.4K0.01%−40−6.9%Reduced
Golden State Wealth Management, LLC455$390.4K0.04%+83+22.3%Added
Avestar Capital, LLC459$393.9K0.02%+459New
Commerzbank Aktiengesellschaft462$396.0K0.01%+142+44.4%Added
Romano Brothers and Company463$397.3K0.04%00.0%Unchanged
Archer Investment Corp467$400.7K0.08%−463−49.8%Reduced
Prime Capital Investment Advisors, LLC469$402.4K0.00%+119+34.0%Added
DSM Capital Partners LLC470$403.3K0.01%+470New
Alps Advisors Inc475$407.6K0.00%+475New
Brown Miller Wealth Management, LLC477$409.3K0.10%+477New
Teacher Retirement System of Texas479$411.0K0.00%−579−54.7%Reduced
Daymark Wealth Partners, LLC482$413.6K0.01%+77+19.0%Added
Kelly Lawrence W & Associates Inc483$414.4K0.09%−37−7.1%Reduced
Bay Rivers Group483$414.4K0.14%+483New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.487$417.9K1.28%+33+7.3%Added
Successful Portfolios LLC532$418.0K0.20%00.0%Unchanged
PDS Planning, Inc492$422.2K0.02%+97+24.6%Added
Catalyst Financial Partners LLC496$425.6K0.04%+41+9.0%Added
Bank of Hawaii497$426.5K0.02%+497New
Supplemental Annuity Collective Trust of NJ499$428.2K0.11%+16+3.3%Added
Livforsakringsbolaget Skandia, Omsesidigt500$428.8K0.01%00.0%Unchanged
Sound Portfolio Advisors, LLC500$429.0K0.30%−1−0.2%Reduced
Kingswood Wealth Advisors, LLC501$429.9K0.02%+136+37.3%Added
Third View Private Wealth, LLC502$430.7K0.05%+502New
Camden Capital, LLC503$431.9K0.02%+101+25.1%Added
GWN Securities Inc.505$433.3K0.07%+505New
Drive Wealth Management, LLC506$434.2K0.08%+102+25.2%Added
Baker Avenue Asset Management, LP507$434.9K0.01%+134+35.9%Added
Pallas Capital Advisors LLC507$435.0K0.01%+104+25.8%Added
Perpetual Ltd507$435.0K0.01%+192+61.0%Added
SBI Okasan Asset Management Co.Ltd.512$435.9K0.01%+512New
Greenland Capital Management LP510$437.6K0.08%−711−58.2%Reduced
Dorsey & Whitney Trust CO LLC512$439.3K0.02%+94+22.5%Added
Clear Wave Wealth Management LLC512$439.3K0.10%+512New
Power Wealth Management LLC515$441.9K0.15%+174+51.0%Added
LRI Investments, LLC517$443.4K0.04%+186+56.2%Added
Intrust Bank NA518$444.5K0.03%−4−0.8%Reduced
Caerus Investment Advisors, LLC520$446.2K0.15%+28+5.7%Added
Eagle Wealth Strategies LLC528$453.1K0.17%+100+23.4%Added
Ledyard National Bank531$455.6K0.04%+531New
StoneX Group Inc.540$462.5K0.02%+211+64.1%Added
EverSource Wealth Advisors, LLC540$463.4K0.02%+125+30.1%Added
Greenspring Advisors, LLC546$468.5K0.03%−38−6.5%Reduced
Bedel Financial Consulting, Inc.547$469.4K0.05%00.0%Unchanged
Credit Capital Investments LLC550$471.9K0.27%+550New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management551$472.8K0.01%+166+43.1%Added
CAPROCK Group, Inc.553$474.7K0.01%+553New
Numerai GP LLC562$482.2K0.04%+562New
Mission Financial Group, LLC562$482.2K0.40%+562New
Savvy Advisors, Inc.566$485.7K0.01%+262+86.2%Added
Parcion Private Wealth LLC567$486.5K0.03%+103+22.2%Added
AlphaCore Capital LLC569$488.5K0.01%+569New
BankChampaign, National Association570$489.1K0.38%+63+12.4%Added
Farrell Financial LLC573$491.7K0.27%+167+41.1%Added
TFB Advisors LLC575$493.4K0.22%+73+14.5%Added
Larson Financial Group LLC576$494.2K0.01%−25−4.2%Reduced
Wedbush Securities Inc579$497.0K0.01%+579New
Valeo Financial Advisors, LLC588$504.2K0.01%+588New
Encompass More Asset Management588$504.5K0.07%+588New
Skandinaviska Enskilda Banken AB (publ)588$504.6K0.02%+588New
Sentinus, LLC590$506.3K0.04%+18+3.1%Added
Bridgefront Capital, LLC591$507.1K0.13%−163−21.6%Reduced
Csenge Advisory Group592$508.1K0.02%−151−20.3%Reduced
Harbour Capital Advisors, LLC635$509.3K0.09%+635New
Avanda Investment Management Pte. Ltd.600$514.8K0.69%+600New
Proficio Capital Partners LLC606$520.0K0.02%+606New
Generali Asset Management SPA SGR608$521.7K0.01%+608New
EntryPoint Capital, LLC616$528.6K0.13%00.0%Unchanged
Darden Wealth Group Inc616$528.6K0.21%+518+528.6%Added
Teza Capital Management LLC616$528.6K1.02%+616New
Algert Global LLC620$532.0K0.01%−220−26.2%Reduced
Ausdal Financial Partners, Inc.625$536.6K0.02%+625New
Sigma Planning Corp627$538.0K0.01%+89+16.5%Added
Meiji Yasuda Life Insurance Co628$538.9K0.02%+628New
Sumitomo Life Insurance Co635$544.9K0.01%+635New
Anb Bank638$547.4K0.20%−151−19.1%Reduced
Wellington Grp LLC640$549.2K0.15%00.0%Unchanged
GK Wealth Management LLC648$556.0K0.34%+648New
Portfolio Design Labs, LLC654$561.2K0.09%+654New
Gateway Wealth Partners, LLC656$562.9K0.03%−325−33.1%Reduced
Sowell Financial Services LLC658$564.6K0.02%+168+34.3%Added
Longaeva Partners L.P.664$569.8K0.02%+664New
State of Wyoming665$570.6K0.06%−401−37.6%Reduced
Quent Capital, LLC665$570.6K0.04%+42+6.7%Added
Cigna Investments Inc672$576.0K0.08%−7−1.0%Reduced
Abel Hall, LLC672$576.6K0.10%−21−3.0%Reduced
Root Financial Partners, LLC674$578.3K0.02%+454+206.4%Added
Van Eck Associates Corp678$581.8K0.00%+559+469.7%Added
Fox Run Management, L.L.C.680$583.5K0.10%+680New
Crestwood Advisors Group LLC687$589.5K0.01%+138+25.1%Added
Great Valley Advisor Group, Inc.687$590.0K0.01%+687New
PCM Encore, LLC689$591.2K0.10%+302+78.0%Added
Kingsview Wealth Management, LLC690$592.1K0.01%+390+130.0%Added
Revisor Wealth Management LLC690$592.4K0.14%+177+34.5%Added