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 |
|---|---|---|---|---|---|
| Alta Wealth Advisors LLC | 752 | $645.3K | 0.17% | +752 | New |
| Magnus Financial Group LLC | 752 | $645.3K | 0.05% | +39+5.5% | Added |
| Van Hulzen Asset Management, LLC | 750 | $643.5K | 0.05% | +750 | New |
| KCM Investment Advisors LLC | 743 | $637.5K | 0.02% | +18+2.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 735 | $630.7K | 0.21% | −299−28.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 731 | $627.2K | 0.02% | +731 | New |
| Level Four Advisory Services, LLC | 728 | $624.7K | 0.02% | −1,203−62.3% | Reduced |
| XML Financial, LLC | 718 | $616.1K | 0.04% | +83+13.1% | Added |
| Ameritas Advisory Services, LLC | 718 | $616.1K | 0.01% | +718 | New |
| Left Brain Wealth Management, LLC | 718 | $616.1K | 0.19% | +718 | New |
| Tactive Advisors, LLC | 718 | $616.1K | 0.15% | +718 | New |
| Opal Capital LLC | 711 | $610.1K | 0.11% | +711 | New |
| Cynosure Management, LLC | 708 | $607.5K | 0.09% | +48+7.3% | Added |
| Family Legacy Financial Solutions, LLC | 834 | $607.4K | 0.37% | +834 | New |
| Waddell & Associates, LLC | 702 | $602.4K | 0.03% | +114+19.4% | Added |
| Kovitz Investment Group Partners, LLC | 700 | $601.1K | 0.01% | −117−14.3% | Reduced |
| Geneos Wealth Management Inc. | 699 | $599.8K | 0.01% | −40−5.4% | Reduced |
| Elevated Financial Group LLC | 697 | $598.1K | 0.17% | +697 | New |
| Foundations Investment Advisors, LLC | 697 | $597.7K | 0.01% | +697 | New |
| Kesler, Norman & Wride, LLC | 696 | $597.2K | 0.09% | +696 | New |
| Ascent Group, LLC | 696 | $597.2K | 0.02% | +696 | New |
| Revisor Wealth Management LLC | 690 | $592.4K | 0.14% | +177+34.5% | Added |
| Kingsview Wealth Management, LLC | 690 | $592.1K | 0.01% | +390+130.0% | Added |
| PCM Encore, LLC | 689 | $591.2K | 0.10% | +302+78.0% | Added |
| Great Valley Advisor Group, Inc. | 687 | $590.0K | 0.01% | +687 | New |
| Crestwood Advisors Group LLC | 687 | $589.5K | 0.01% | +138+25.1% | Added |
| Fox Run Management, L.L.C. | 680 | $583.5K | 0.10% | +680 | New |
| Van Eck Associates Corp | 678 | $581.8K | 0.00% | +559+469.7% | Added |
| Root Financial Partners, LLC | 674 | $578.3K | 0.02% | +454+206.4% | Added |
| Abel Hall, LLC | 672 | $576.6K | 0.10% | −21−3.0% | Reduced |
| Cigna Investments Inc | 672 | $576.0K | 0.08% | −7−1.0% | Reduced |
| State of Wyoming | 665 | $570.6K | 0.06% | −401−37.6% | Reduced |
| Quent Capital, LLC | 665 | $570.6K | 0.04% | +42+6.7% | Added |
| Longaeva Partners L.P. | 664 | $569.8K | 0.02% | +664 | New |
| Sowell Financial Services LLC | 658 | $564.6K | 0.02% | +168+34.3% | Added |
| Gateway Wealth Partners, LLC | 656 | $562.9K | 0.03% | −325−33.1% | Reduced |
| Portfolio Design Labs, LLC | 654 | $561.2K | 0.09% | +654 | New |
| GK Wealth Management LLC | 648 | $556.0K | 0.34% | +648 | New |
| Wellington Grp LLC | 640 | $549.2K | 0.15% | 00.0% | Unchanged |
| Anb Bank | 638 | $547.4K | 0.20% | −151−19.1% | Reduced |
| Sumitomo Life Insurance Co | 635 | $544.9K | 0.01% | +635 | New |
| Meiji Yasuda Life Insurance Co | 628 | $538.9K | 0.02% | +628 | New |
| Sigma Planning Corp | 627 | $538.0K | 0.01% | +89+16.5% | Added |
| Ausdal Financial Partners, Inc. | 625 | $536.6K | 0.02% | +625 | New |
| Algert Global LLC | 620 | $532.0K | 0.01% | −220−26.2% | Reduced |
| 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 |
| Generali Asset Management SPA SGR | 608 | $521.7K | 0.01% | +608 | New |
| Proficio Capital Partners LLC | 606 | $520.0K | 0.02% | +606 | New |
| Avanda Investment Management Pte. Ltd. | 600 | $514.8K | 0.69% | +600 | New |
| Harbour Capital Advisors, LLC | 635 | $509.3K | 0.09% | +635 | New |
| Csenge Advisory Group | 592 | $508.1K | 0.02% | −151−20.3% | Reduced |
| Bridgefront Capital, LLC | 591 | $507.1K | 0.13% | −163−21.6% | Reduced |
| Sentinus, LLC | 590 | $506.3K | 0.04% | +18+3.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 588 | $504.6K | 0.02% | +588 | New |
| Encompass More Asset Management | 588 | $504.5K | 0.07% | +588 | New |
| Valeo Financial Advisors, LLC | 588 | $504.2K | 0.01% | +588 | New |
| Wedbush Securities Inc | 579 | $497.0K | 0.01% | +579 | New |
| Larson Financial Group LLC | 576 | $494.2K | 0.01% | −25−4.2% | Reduced |
| TFB Advisors LLC | 575 | $493.4K | 0.22% | +73+14.5% | Added |
| Farrell Financial LLC | 573 | $491.7K | 0.27% | +167+41.1% | Added |
| BankChampaign, National Association | 570 | $489.1K | 0.38% | +63+12.4% | Added |
| AlphaCore Capital LLC | 569 | $488.5K | 0.01% | +569 | New |
| Parcion Private Wealth LLC | 567 | $486.5K | 0.03% | +103+22.2% | Added |
| Savvy Advisors, Inc. | 566 | $485.7K | 0.01% | +262+86.2% | Added |
| Numerai GP LLC | 562 | $482.2K | 0.04% | +562 | New |
| Mission Financial Group, LLC | 562 | $482.2K | 0.40% | +562 | New |
| CAPROCK Group, Inc. | 553 | $474.7K | 0.01% | +553 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 551 | $472.8K | 0.01% | +166+43.1% | Added |
| Credit Capital Investments LLC | 550 | $471.9K | 0.27% | +550 | New |
| Bedel Financial Consulting, Inc. | 547 | $469.4K | 0.05% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 546 | $468.5K | 0.03% | −38−6.5% | Reduced |
| EverSource Wealth Advisors, LLC | 540 | $463.4K | 0.02% | +125+30.1% | Added |
| StoneX Group Inc. | 540 | $462.5K | 0.02% | +211+64.1% | Added |
| Ledyard National Bank | 531 | $455.6K | 0.04% | +531 | New |
| Eagle Wealth Strategies LLC | 528 | $453.1K | 0.17% | +100+23.4% | Added |
| Caerus Investment Advisors, LLC | 520 | $446.2K | 0.15% | +28+5.7% | Added |
| Intrust Bank NA | 518 | $444.5K | 0.03% | −4−0.8% | Reduced |
| LRI Investments, LLC | 517 | $443.4K | 0.04% | +186+56.2% | Added |
| Power Wealth Management LLC | 515 | $441.9K | 0.15% | +174+51.0% | Added |
| Clear Wave Wealth Management LLC | 512 | $439.3K | 0.10% | +512 | New |
| Dorsey & Whitney Trust CO LLC | 512 | $439.3K | 0.02% | +94+22.5% | Added |
| Greenland Capital Management LP | 510 | $437.6K | 0.08% | −711−58.2% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 512 | $435.9K | 0.01% | +512 | New |
| Pallas Capital Advisors LLC | 507 | $435.0K | 0.01% | +104+25.8% | Added |
| Perpetual Ltd | 507 | $435.0K | 0.01% | +192+61.0% | Added |
| Baker Avenue Asset Management, LP | 507 | $434.9K | 0.01% | +134+35.9% | Added |
| Drive Wealth Management, LLC | 506 | $434.2K | 0.08% | +102+25.2% | Added |
| GWN Securities Inc. | 505 | $433.3K | 0.07% | +505 | New |
| Camden Capital, LLC | 503 | $431.9K | 0.02% | +101+25.1% | Added |
| Third View Private Wealth, LLC | 502 | $430.7K | 0.05% | +502 | New |
| Kingswood Wealth Advisors, LLC | 501 | $429.9K | 0.02% | +136+37.3% | Added |
| Sound Portfolio Advisors, LLC | 500 | $429.0K | 0.30% | −1−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $428.8K | 0.01% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 499 | $428.2K | 0.11% | +16+3.3% | Added |
| Bank of Hawaii | 497 | $426.5K | 0.02% | +497 | New |
| Catalyst Financial Partners LLC | 496 | $425.6K | 0.04% | +41+9.0% | Added |
| PDS Planning, Inc | 492 | $422.2K | 0.02% | +97+24.6% | Added |
| Successful Portfolios LLC | 532 | $418.0K | 0.20% | 00.0% | Unchanged |