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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lumentum Holdings Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 450 | $386.1K | 0.03% | +400+800.0% | Added |
| Advyzon Investment Management, LLC | 450 | $386.1K | 0.03% | +450 | New |
| Knightsbridge Asset Management, LLC | 451 | $387.0K | 0.05% | −2−0.4% | Reduced |
| Adviser Investments LLC | 451 | $387.1K | 0.00% | +16+3.7% | Added |
| Apella Capital, LLC | 555 | $387.9K | 0.01% | +176+46.4% | Added |
| Oppenheimer & Co Inc | 453 | $388.7K | 0.00% | −360−44.3% | Reduced |
| Pensionmark Financial Group, LLC | 543 | $389.4K | 0.01% | −40−6.9% | Reduced |
| Golden State Wealth Management, LLC | 455 | $390.4K | 0.04% | +83+22.3% | Added |
| Avestar Capital, LLC | 459 | $393.9K | 0.02% | +459 | New |
| Commerzbank Aktiengesellschaft | 462 | $396.0K | 0.01% | +142+44.4% | Added |
| Romano Brothers and Company | 463 | $397.3K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 467 | $400.7K | 0.08% | −463−49.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 469 | $402.4K | 0.00% | +119+34.0% | Added |
| DSM Capital Partners LLC | 470 | $403.3K | 0.01% | +470 | New |
| Alps Advisors Inc | 475 | $407.6K | 0.00% | +475 | New |
| Brown Miller Wealth Management, LLC | 477 | $409.3K | 0.10% | +477 | New |
| Teacher Retirement System of Texas | 479 | $411.0K | 0.00% | −579−54.7% | Reduced |
| Daymark Wealth Partners, LLC | 482 | $413.6K | 0.01% | +77+19.0% | Added |
| Kelly Lawrence W & Associates Inc | 483 | $414.4K | 0.09% | −37−7.1% | Reduced |
| Bay Rivers Group | 483 | $414.4K | 0.14% | +483 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 487 | $417.9K | 1.28% | +33+7.3% | Added |
| Successful Portfolios LLC | 532 | $418.0K | 0.20% | 00.0% | Unchanged |
| PDS Planning, Inc | 492 | $422.2K | 0.02% | +97+24.6% | Added |
| Catalyst Financial Partners LLC | 496 | $425.6K | 0.04% | +41+9.0% | Added |
| Bank of Hawaii | 497 | $426.5K | 0.02% | +497 | New |
| Supplemental Annuity Collective Trust of NJ | 499 | $428.2K | 0.11% | +16+3.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $428.8K | 0.01% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 500 | $429.0K | 0.30% | −1−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 501 | $429.9K | 0.02% | +136+37.3% | Added |
| Third View Private Wealth, LLC | 502 | $430.7K | 0.05% | +502 | New |
| Camden Capital, LLC | 503 | $431.9K | 0.02% | +101+25.1% | Added |
| GWN Securities Inc. | 505 | $433.3K | 0.07% | +505 | New |
| Drive Wealth Management, LLC | 506 | $434.2K | 0.08% | +102+25.2% | Added |
| Baker Avenue Asset Management, LP | 507 | $434.9K | 0.01% | +134+35.9% | Added |
| Pallas Capital Advisors LLC | 507 | $435.0K | 0.01% | +104+25.8% | Added |
| Perpetual Ltd | 507 | $435.0K | 0.01% | +192+61.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 512 | $435.9K | 0.01% | +512 | New |
| Greenland Capital Management LP | 510 | $437.6K | 0.08% | −711−58.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 512 | $439.3K | 0.02% | +94+22.5% | Added |
| Clear Wave Wealth Management LLC | 512 | $439.3K | 0.10% | +512 | New |
| Power Wealth Management LLC | 515 | $441.9K | 0.15% | +174+51.0% | Added |
| LRI Investments, LLC | 517 | $443.4K | 0.04% | +186+56.2% | Added |
| Intrust Bank NA | 518 | $444.5K | 0.03% | −4−0.8% | Reduced |
| Caerus Investment Advisors, LLC | 520 | $446.2K | 0.15% | +28+5.7% | Added |
| Eagle Wealth Strategies LLC | 528 | $453.1K | 0.17% | +100+23.4% | Added |
| Ledyard National Bank | 531 | $455.6K | 0.04% | +531 | New |
| StoneX Group Inc. | 540 | $462.5K | 0.02% | +211+64.1% | Added |
| EverSource Wealth Advisors, LLC | 540 | $463.4K | 0.02% | +125+30.1% | Added |
| Greenspring Advisors, LLC | 546 | $468.5K | 0.03% | −38−6.5% | Reduced |
| Bedel Financial Consulting, Inc. | 547 | $469.4K | 0.05% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 550 | $471.9K | 0.27% | +550 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 551 | $472.8K | 0.01% | +166+43.1% | Added |
| CAPROCK Group, Inc. | 553 | $474.7K | 0.01% | +553 | New |
| Numerai GP LLC | 562 | $482.2K | 0.04% | +562 | New |
| Mission Financial Group, LLC | 562 | $482.2K | 0.40% | +562 | New |
| Savvy Advisors, Inc. | 566 | $485.7K | 0.01% | +262+86.2% | Added |
| Parcion Private Wealth LLC | 567 | $486.5K | 0.03% | +103+22.2% | Added |
| AlphaCore Capital LLC | 569 | $488.5K | 0.01% | +569 | New |
| BankChampaign, National Association | 570 | $489.1K | 0.38% | +63+12.4% | Added |
| Farrell Financial LLC | 573 | $491.7K | 0.27% | +167+41.1% | Added |
| TFB Advisors LLC | 575 | $493.4K | 0.22% | +73+14.5% | Added |
| Larson Financial Group LLC | 576 | $494.2K | 0.01% | −25−4.2% | Reduced |
| Wedbush Securities Inc | 579 | $497.0K | 0.01% | +579 | New |
| Valeo Financial Advisors, LLC | 588 | $504.2K | 0.01% | +588 | New |
| Encompass More Asset Management | 588 | $504.5K | 0.07% | +588 | New |
| Skandinaviska Enskilda Banken AB (publ) | 588 | $504.6K | 0.02% | +588 | New |
| Sentinus, LLC | 590 | $506.3K | 0.04% | +18+3.1% | Added |
| Bridgefront Capital, LLC | 591 | $507.1K | 0.13% | −163−21.6% | Reduced |
| Csenge Advisory Group | 592 | $508.1K | 0.02% | −151−20.3% | Reduced |
| Harbour Capital Advisors, LLC | 635 | $509.3K | 0.09% | +635 | New |
| Avanda Investment Management Pte. Ltd. | 600 | $514.8K | 0.69% | +600 | New |
| Proficio Capital Partners LLC | 606 | $520.0K | 0.02% | +606 | New |
| Generali Asset Management SPA SGR | 608 | $521.7K | 0.01% | +608 | New |
| EntryPoint Capital, LLC | 616 | $528.6K | 0.13% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 616 | $528.6K | 0.21% | +518+528.6% | Added |
| Teza Capital Management LLC | 616 | $528.6K | 1.02% | +616 | New |
| Algert Global LLC | 620 | $532.0K | 0.01% | −220−26.2% | Reduced |
| Ausdal Financial Partners, Inc. | 625 | $536.6K | 0.02% | +625 | New |
| Sigma Planning Corp | 627 | $538.0K | 0.01% | +89+16.5% | Added |
| Meiji Yasuda Life Insurance Co | 628 | $538.9K | 0.02% | +628 | New |
| Sumitomo Life Insurance Co | 635 | $544.9K | 0.01% | +635 | New |
| Anb Bank | 638 | $547.4K | 0.20% | −151−19.1% | Reduced |
| Wellington Grp LLC | 640 | $549.2K | 0.15% | 00.0% | Unchanged |
| GK Wealth Management LLC | 648 | $556.0K | 0.34% | +648 | New |
| Portfolio Design Labs, LLC | 654 | $561.2K | 0.09% | +654 | New |
| Gateway Wealth Partners, LLC | 656 | $562.9K | 0.03% | −325−33.1% | Reduced |
| Sowell Financial Services LLC | 658 | $564.6K | 0.02% | +168+34.3% | Added |
| Longaeva Partners L.P. | 664 | $569.8K | 0.02% | +664 | New |
| State of Wyoming | 665 | $570.6K | 0.06% | −401−37.6% | Reduced |
| Quent Capital, LLC | 665 | $570.6K | 0.04% | +42+6.7% | Added |
| Cigna Investments Inc | 672 | $576.0K | 0.08% | −7−1.0% | Reduced |
| Abel Hall, LLC | 672 | $576.6K | 0.10% | −21−3.0% | Reduced |
| Root Financial Partners, LLC | 674 | $578.3K | 0.02% | +454+206.4% | Added |
| Van Eck Associates Corp | 678 | $581.8K | 0.00% | +559+469.7% | Added |
| Fox Run Management, L.L.C. | 680 | $583.5K | 0.10% | +680 | New |
| Crestwood Advisors Group LLC | 687 | $589.5K | 0.01% | +138+25.1% | Added |
| Great Valley Advisor Group, Inc. | 687 | $590.0K | 0.01% | +687 | New |
| PCM Encore, LLC | 689 | $591.2K | 0.10% | +302+78.0% | Added |
| Kingsview Wealth Management, LLC | 690 | $592.1K | 0.01% | +390+130.0% | Added |
| Revisor Wealth Management LLC | 690 | $592.4K | 0.14% | +177+34.5% | Added |