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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
Alta Wealth Advisors LLC752$645.3K0.17%+752New
Magnus Financial Group LLC752$645.3K0.05%+39+5.5%Added
Van Hulzen Asset Management, LLC750$643.5K0.05%+750New
KCM Investment Advisors LLC743$637.5K0.02%+18+2.5%Added
E Fund Management (Hong Kong) Co., Ltd.735$630.7K0.21%−299−28.9%Reduced
Sanibel Captiva Trust Company, Inc.731$627.2K0.02%+731New
Level Four Advisory Services, LLC728$624.7K0.02%−1,203−62.3%Reduced
XML Financial, LLC718$616.1K0.04%+83+13.1%Added
Ameritas Advisory Services, LLC718$616.1K0.01%+718New
Left Brain Wealth Management, LLC718$616.1K0.19%+718New
Tactive Advisors, LLC718$616.1K0.15%+718New
Opal Capital LLC711$610.1K0.11%+711New
Cynosure Management, LLC708$607.5K0.09%+48+7.3%Added
Family Legacy Financial Solutions, LLC834$607.4K0.37%+834New
Waddell & Associates, LLC702$602.4K0.03%+114+19.4%Added
Kovitz Investment Group Partners, LLC700$601.1K0.01%−117−14.3%Reduced
Geneos Wealth Management Inc.699$599.8K0.01%−40−5.4%Reduced
Elevated Financial Group LLC697$598.1K0.17%+697New
Foundations Investment Advisors, LLC697$597.7K0.01%+697New
Kesler, Norman & Wride, LLC696$597.2K0.09%+696New
Ascent Group, LLC696$597.2K0.02%+696New
Revisor Wealth Management LLC690$592.4K0.14%+177+34.5%Added
Kingsview Wealth Management, LLC690$592.1K0.01%+390+130.0%Added
PCM Encore, LLC689$591.2K0.10%+302+78.0%Added
Great Valley Advisor Group, Inc.687$590.0K0.01%+687New
Crestwood Advisors Group LLC687$589.5K0.01%+138+25.1%Added
Fox Run Management, L.L.C.680$583.5K0.10%+680New
Van Eck Associates Corp678$581.8K0.00%+559+469.7%Added
Root Financial Partners, LLC674$578.3K0.02%+454+206.4%Added
Abel Hall, LLC672$576.6K0.10%−21−3.0%Reduced
Cigna Investments Inc672$576.0K0.08%−7−1.0%Reduced
State of Wyoming665$570.6K0.06%−401−37.6%Reduced
Quent Capital, LLC665$570.6K0.04%+42+6.7%Added
Longaeva Partners L.P.664$569.8K0.02%+664New
Sowell Financial Services LLC658$564.6K0.02%+168+34.3%Added
Gateway Wealth Partners, LLC656$562.9K0.03%−325−33.1%Reduced
Portfolio Design Labs, LLC654$561.2K0.09%+654New
GK Wealth Management LLC648$556.0K0.34%+648New
Wellington Grp LLC640$549.2K0.15%00.0%Unchanged
Anb Bank638$547.4K0.20%−151−19.1%Reduced
Sumitomo Life Insurance Co635$544.9K0.01%+635New
Meiji Yasuda Life Insurance Co628$538.9K0.02%+628New
Sigma Planning Corp627$538.0K0.01%+89+16.5%Added
Ausdal Financial Partners, Inc.625$536.6K0.02%+625New
Algert Global LLC620$532.0K0.01%−220−26.2%Reduced
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
Generali Asset Management SPA SGR608$521.7K0.01%+608New
Proficio Capital Partners LLC606$520.0K0.02%+606New
Avanda Investment Management Pte. Ltd.600$514.8K0.69%+600New
Harbour Capital Advisors, LLC635$509.3K0.09%+635New
Csenge Advisory Group592$508.1K0.02%−151−20.3%Reduced
Bridgefront Capital, LLC591$507.1K0.13%−163−21.6%Reduced
Sentinus, LLC590$506.3K0.04%+18+3.1%Added
Skandinaviska Enskilda Banken AB (publ)588$504.6K0.02%+588New
Encompass More Asset Management588$504.5K0.07%+588New
Valeo Financial Advisors, LLC588$504.2K0.01%+588New
Wedbush Securities Inc579$497.0K0.01%+579New
Larson Financial Group LLC576$494.2K0.01%−25−4.2%Reduced
TFB Advisors LLC575$493.4K0.22%+73+14.5%Added
Farrell Financial LLC573$491.7K0.27%+167+41.1%Added
BankChampaign, National Association570$489.1K0.38%+63+12.4%Added
AlphaCore Capital LLC569$488.5K0.01%+569New
Parcion Private Wealth LLC567$486.5K0.03%+103+22.2%Added
Savvy Advisors, Inc.566$485.7K0.01%+262+86.2%Added
Numerai GP LLC562$482.2K0.04%+562New
Mission Financial Group, LLC562$482.2K0.40%+562New
CAPROCK Group, Inc.553$474.7K0.01%+553New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management551$472.8K0.01%+166+43.1%Added
Credit Capital Investments LLC550$471.9K0.27%+550New
Bedel Financial Consulting, Inc.547$469.4K0.05%00.0%Unchanged
Greenspring Advisors, LLC546$468.5K0.03%−38−6.5%Reduced
EverSource Wealth Advisors, LLC540$463.4K0.02%+125+30.1%Added
StoneX Group Inc.540$462.5K0.02%+211+64.1%Added
Ledyard National Bank531$455.6K0.04%+531New
Eagle Wealth Strategies LLC528$453.1K0.17%+100+23.4%Added
Caerus Investment Advisors, LLC520$446.2K0.15%+28+5.7%Added
Intrust Bank NA518$444.5K0.03%−4−0.8%Reduced
LRI Investments, LLC517$443.4K0.04%+186+56.2%Added
Power Wealth Management LLC515$441.9K0.15%+174+51.0%Added
Clear Wave Wealth Management LLC512$439.3K0.10%+512New
Dorsey & Whitney Trust CO LLC512$439.3K0.02%+94+22.5%Added
Greenland Capital Management LP510$437.6K0.08%−711−58.2%Reduced
SBI Okasan Asset Management Co.Ltd.512$435.9K0.01%+512New
Pallas Capital Advisors LLC507$435.0K0.01%+104+25.8%Added
Perpetual Ltd507$435.0K0.01%+192+61.0%Added
Baker Avenue Asset Management, LP507$434.9K0.01%+134+35.9%Added
Drive Wealth Management, LLC506$434.2K0.08%+102+25.2%Added
GWN Securities Inc.505$433.3K0.07%+505New
Camden Capital, LLC503$431.9K0.02%+101+25.1%Added
Third View Private Wealth, LLC502$430.7K0.05%+502New
Kingswood Wealth Advisors, LLC501$429.9K0.02%+136+37.3%Added
Sound Portfolio Advisors, LLC500$429.0K0.30%−1−0.2%Reduced
Livforsakringsbolaget Skandia, Omsesidigt500$428.8K0.01%00.0%Unchanged
Supplemental Annuity Collective Trust of NJ499$428.2K0.11%+16+3.3%Added
Bank of Hawaii497$426.5K0.02%+497New
Catalyst Financial Partners LLC496$425.6K0.04%+41+9.0%Added
PDS Planning, Inc492$422.2K0.02%+97+24.6%Added
Successful Portfolios LLC532$418.0K0.20%00.0%Unchanged