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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
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.487$417.9K1.28%+33+7.3%Added
Kelly Lawrence W & Associates Inc483$414.4K0.09%−37−7.1%Reduced
Bay Rivers Group483$414.4K0.14%+483New
Daymark Wealth Partners, LLC482$413.6K0.01%+77+19.0%Added
Teacher Retirement System of Texas479$411.0K0.00%−579−54.7%Reduced
Brown Miller Wealth Management, LLC477$409.3K0.10%+477New
Alps Advisors Inc475$407.6K0.00%+475New
DSM Capital Partners LLC470$403.3K0.01%+470New
Prime Capital Investment Advisors, LLC469$402.4K0.00%+119+34.0%Added
Archer Investment Corp467$400.7K0.08%−463−49.8%Reduced
Romano Brothers and Company463$397.3K0.04%00.0%Unchanged
Commerzbank Aktiengesellschaft462$396.0K0.01%+142+44.4%Added
Avestar Capital, LLC459$393.9K0.02%+459New
Golden State Wealth Management, LLC455$390.4K0.04%+83+22.3%Added
Pensionmark Financial Group, LLC543$389.4K0.01%−40−6.9%Reduced
Oppenheimer & Co Inc453$388.7K0.00%−360−44.3%Reduced
Apella Capital, LLC555$387.9K0.01%+176+46.4%Added
Adviser Investments LLC451$387.1K0.00%+16+3.7%Added
Knightsbridge Asset Management, LLC451$387.0K0.05%−2−0.4%Reduced
Silicon Valley Capital Partners450$386.1K0.03%+400+800.0%Added
Advyzon Investment Management, LLC450$386.1K0.03%+450New
Walser Wealth Management Company, A Ltd Liability Co445$381.6K0.16%+445New
Sandler Capital Management443$380.1K0.22%−307−40.9%Reduced
American Trust442$379.3K0.03%+63+16.6%Added
Brown Advisory Inc442$379.2K0.00%+442New
Coastal Bridge Advisors, LLC442$379.2K0.02%−14−3.1%Reduced
Arkadios Wealth Advisors438$375.8K0.01%+438New
Principal Securities, Inc.434$372.4K0.00%+434New
Focused Alpha, LLC433$371.5K0.10%+433New
Interchange Capital Partners, LLC433$371.5K0.07%+433New
SageView Advisory Group, LLC432$370.7K0.01%−1,094−71.7%Reduced
Westside Investment Management, Inc.428$367.3K0.05%00.0%Unchanged
Cordatus Wealth Management LLC425$364.7K0.08%+6+1.4%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
Frec Markets, Inc.422$362.1K0.03%+49+13.1%Added
GeoWealth Management, LLC420$361.9K0.01%+420New
Trivant Custom Portfolio Group, LLC418$358.7K0.19%+23+5.8%Added
Magnetar Financial LLC412$353.5K0.00%+412New
StoneCrest Wealth Management, Inc.408$350.1K0.11%−42−9.3%Reduced
Chicago Capital, LLC405$347.5K0.01%+405New
Silphium Asset Management Ltd405$347.5K0.12%+405New
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
Thompson Siegel & Walmsley LLC400$343.0K0.01%+400New
Koshinski Asset Management, Inc.397$340.6K0.02%+34+9.4%Added
Wellspring Financial Advisors, LLC394$338.1K0.02%+394New
Envestnet Portfolio Solutions, Inc.393$337.2K0.00%+393New
Oxinas Partners Wealth Management LLC392$336.4K0.13%+392New
Transcend Wealth Collective, LLC391$335.2K0.02%+391New
Baader Bank INC389$333.8K0.03%−5,294−93.2%Reduced
Colonial River Wealth Management, LLC387$332.1K0.09%+25+6.9%Added
MOR Wealth Management, LLC386$331.2K0.13%+386New
Fi3 FINANCIAL ADVISORS, LLC647$329.8K0.10%+647New
Paradigm Capital Management, LLC381$327.0K0.28%00.0%Unchanged
CWA Asset Management Group, LLC381$326.9K0.01%+381New
WBI Investments379$325.2K0.08%+379New
Family Management Corp378$324.3K0.03%+378New
Family Investment Center, Inc.376$322.6K0.05%+376New
Financial Management Professionals, Inc.375$321.8K0.03%00.0%Unchanged
AssuredPartners Investment Advisors, LLC370$317.7K0.03%+370New
Advisor OS, LLC370$317.5K0.02%+35+10.4%Added
Osmosis Investment Management UK Ltd369$316.6K0.01%+369New
Jackson Thornton Asset Management, LLC368$315.8K0.02%+32+9.5%Added
Kingdom Financial Group LLC.368$315.8K0.08%+23+6.7%Added
Simon Quick Advisors, LLC366$314.1K0.01%+366New
WealthTrust Axiom LLC365$313.2K0.07%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.362$310.6K0.03%+17+4.9%Added
Smartleaf Asset Management LLC362$308.2K0.01%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC358$307.2K0.25%−158−30.6%Reduced
LBMC Investment Advisors, LLC356$305.5K0.02%+356New
IFG Advisors, LLC356$305.5K0.04%+1+0.3%Added
GFG Capital, LLC356$305.5K0.08%+6+1.7%Added
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
Wolff Wiese Magana LLC352$302.0K0.14%−103−22.6%Reduced
Howard Capital Management Group, LLC350$300.3K0.02%00.0%Unchanged
Magnolia Capital Advisors LLC348$298.6K0.05%+348New
Advisors Capital Management, LLC330$283.8K0.00%+330New
AXA S.A.376$282.0K0.33%−6−1.6%Reduced
Northwest & Ethical Investments L.P.331$281.8K0.01%−533−61.7%Reduced
Arcus Capital Partners, LLC328$281.4K0.12%−15−4.4%Reduced
LightSquare Wealth Management, LLC328$281.4K0.19%+8+2.5%Added
Quantum Private Wealth, LLC326$279.7K0.07%00.0%Unchanged
Soltis Investment Advisors LLC325$279.0K0.02%+325New
Regions Financial Corp325$278.9K0.00%−51−13.6%Reduced
Willner & Heller, LLC324$278.0K0.17%+324New
RIA Advisory Group LLC322$276.3K0.06%+322New
Abacus Wealth Partners, LLC319$273.7K0.03%−138−30.2%Reduced
Fulton Bank, N.A.319$273.7K0.01%+319New
Oslo Pensjonsforsikring AS318$272.9K0.03%00.0%Unchanged
VARCOV Co.316$271.1K0.10%+316New
Aviance Capital Partners, LLC315$270.3K0.03%00.0%Unchanged