Lumentum HoldingsLITE
13F holders, Q2 2026 (June 30)1,320holders +231
363new positions
131sold out
12famous investors
$856.98avg. 13F price*
At the end of Q2 2026, 1,320 institutions reported holding Lumentum Holdings Inc. (LITE) in their 13F filings, up 231 from Q1 2026. 363 opened new positions and 131 sold out. The largest holders were BlackRock, Inc. ($7.9B), Vanguard Capital Management LLC ($4.4B) and Vanguard Portfolio Management LLC ($3.5B). 12 famous investors held it, including David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Lumentum Holdings Inc.
- Sector
- Telecommunications
- CUSIP
- 55024U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 363 | $3.1B |
| Exits | 131 | $1.9B |
All 13F filers, Q1 2026 → Q2 2026: 18,965,846 shares bought and 16,393,847 shares sold, net +2,571,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,320 holders
| BlackRock, Inc. | 0.12% | Add +17.1% | 9,179,958 | $7.9B |
| Vanguard Capital Management LLC | 0.09% | Add +9.4% | 5,078,410 | $4.4B |
| Vanguard Portfolio Management LLC | 0.16% | Add +10.6% | 4,092,283 | $3.5B |
| JPMorgan Chase & Co. | 0.20% | Add +38.0% | 4,059,807 | $3.5B |
| FMR LLC | 0.13% | Reduce -51.0% | 3,519,154 | $3.0B |
| State Street Corp. | 0.09% | Add +13.7% | 3,453,717 | $3.0B |
| Invesco Ltd. | 0.22% | Add +170.0% | 3,176,260 | $2.7B |
| Geode Capital Management, LLC | 0.10% | Add +5.5% | 2,245,102 | $1.9B |
| Jupiter Topco LLC | 0.66% | — | 1,889,608 | $1.6B |
| Arrowstreet Capital, Limited Partnership | 0.52% | Add +238.5% | 1,370,571 | $1.2B |
| Morgan Stanley | 0.06% | Add +27.5% | 1,309,986 | $1.1B |
| Norges Bank | 0.10% | — | 1,168,079 | $1.0B |
| Goldman Sachs Group Inc. | 0.10% | Add +24.4% | 1,107,958 | $950.7M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +1.0% | 983,932 | $844.3M |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -28.2% | 940,170 | $806.7M |
| Value Aligned Research Advisors, LLC | 3.77% | Reduce -30.5% | 734,687 | $630.4M |
| Bank of Montreal | 0.23% | Add +169.8% | 723,041 | $620.4M |
| T. Rowe Price Investment Management, Inc. | 0.39% | New | 698,988 | $599.8M |
| Bank of America Corp. | 0.04% | Add +18.4% | 677,839 | $581.6M |
| D. E. Shaw & Co. | 0.38% | Add +4669.5% | 668,011 | $573.2M |
| Amundi | 0.14% | Add +188.7% | 658,427 | $565.0M |
| Capital World Investors | 0.07% | Reduce -51.4% | 638,222 | $547.6M |
| Nuveen, LLC | 0.13% | Add +14.5% | 626,008 | $537.2M |
| Northern Trust Corp. | 0.06% | Add +8.0% | 624,207 | $535.6M |
| Schroder Investment Management Group | 0.37% | Reduce -0.4% | 603,512 | $517.8M |
| Winslow Capital Management, LLC | 1.76% | New | 595,561 | $511.0M |
| Clear Street Group Inc. | 1.59% | Add +41.4% | 585,683 | $502.6M |
| WT Asset Management Ltd | 9.81% | Reduce -58.2% | 576,519 | $494.7M |
| BNP Paribas Financial Markets | 0.25% | Add +2.1% | 552,811 | $474.3M |
| Fuller & Thaler Asset Management, Inc. | 1.27% | Reduce -7.8% | 541,679 | $464.8M |
| Marex Group Ltd | 3.40% | Reduce -37.9% | 532,513 | $456.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +25.4% | 501,031 | $429.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.33% | Add +13.7% | 486,116 | $417.1M |
| Franklin Resources Inc. | 0.09% | Add +60.3% | 478,858 | $410.9M |
| Jericho Capital Asset Management L.P. | 3.35% | New | 472,235 | $405.2M |
| Barclays PLC | 0.12% | Reduce -17.7% | 457,548 | $392.6M |
| Voya Investment Management LLC | 0.39% | Add +17.8% | 457,410 | $392.5M |
| Bank of New York Mellon Corp | 0.06% | Reduce -1.7% | 449,159 | $385.4M |
| Vanguard Fiduciary Trust Co. | 0.08% | Add +10.7% | 445,451 | $382.2M |
| Legal & General Group Plc | 0.08% | Add +61.0% | 438,826 | $376.5M |
| Axiom Investors LLC | 3.02% | Add +24459.5% | 406,459 | $348.8M |
| AQR Capital Management | 0.12% | Add +5.1% | 400,737 | $343.5M |
| Evergreen Quality Fund GP, Ltd. | 5.53% | Add +491.0% | 399,855 | $343.1M |
| SG Americas Securities, LLC | 0.19% | Add +5.4% | 391,443 | $335.9M |
| Polar Capital Holdings Plc | 0.95% | Reduce -45.8% | 390,287 | $334.9M |
| Federated Hermes, Inc. | 0.48% | Add +34.4% | 386,416 | $331.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +4.3% | 374,723 | $321.5M |
| UBS Group AG | 0.05% | Reduce -75.5% | 346,061 | $296.9M |
| Marshall Wace, LLP | 0.25% | Add +12.9% | 338,491 | $290.4M |
| Swedbank AB | 0.25% | Add +1.3% | 336,659 | $288.9M |
| Squarepoint Ops LLC | 0.56% | Add +61.8% | 331,988 | $284.9M |
| HSBC Holdings PLC | 0.13% | Reduce -31.8% | 329,022 | $280.0M |
| Raymond James Financial Inc. | 0.07% | Add +70.4% | 305,316 | $262.0M |
| Citigroup Inc. | 0.12% | Reduce -24.3% | 297,009 | $254.9M |
| Jane Street Group, LLC | 0.16% | Reduce -69.4% | 292,835 | $251.3M |
| Wells Fargo & Company | 0.04% | Reduce -17.2% | 282,675 | $242.6M |
| Neuberger Berman Group LLC | 0.16% | Add +35.4% | 280,339 | $240.5M |
| Royal Bank of Canada | 0.04% | Add +14.4% | 272,976 | $234.2M |
| Capital Research Global Investors | 0.03% | Reduce -49.4% | 269,099 | $230.9M |
| Hood River Capital Management LLC | 1.63% | Reduce -4.7% | 262,757 | $225.5M |
| Quadrature Capital Ltd | 1.89% | Add +1458.2% | 258,059 | $221.4M |
| Deutsche Bank AG | 0.06% | Reduce -53.0% | 255,875 | $219.6M |
| Susquehanna International Group, LLP | 0.19% | Reduce -26.6% | 254,435 | $218.3M |
| Sei Investments Co. | 0.18% | Add +427.5% | 243,665 | $209.1M |
| Two Sigma Investments, LP | 0.16% | Reduce -39.5% | 240,226 | $206.1M |
| Fred Alger Management, LLC | 0.66% | Add +6208.9% | 231,787 | $198.9M |
| Alyeska Investment Group, L.P. | 0.50% | New | 225,032 | $193.1M |
| Woodline Partners LP | 0.59% | Add +1479.8% | 220,615 | $189.3M |
| Swiss National Bank | 0.09% | Reduce -3.2% | 201,375 | $172.8M |
| Renaissance Technologies | 0.24% | Reduce -1.6% | 199,640 | $171.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.09% | Add +13.1% | 197,428 | $169.4M |
| Anther Capital Ltd | 4.28% | Reduce -63.1% | 194,973 | $167.3M |
| National Bank of Canada | 0.14% | Reduce -5.7% | 186,344 | $159.9M |
| Blue Whale Capital LLP | 5.04% | Reduce -12.8% | 185,019 | $158.8M |
| Robeco Schweiz AG | 2.53% | Reduce -14.3% | 184,110 | $158.0M |
| Clearbridge Investments, LLC | 0.13% | New | 182,110 | $156.3M |
| Avala Global LP | 5.76% | Reduce -9.9% | 182,037 | $156.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.09% | Add +27.9% | 180,254 | $154.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.16% | Add +101.7% | 179,918 | $154.4M |
| American Century Companies Inc. | 0.07% | Add +179.3% | 175,346 | $150.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -49.2% | 162,995 | $140.0M |
| Vanguard Global Advisers, LLC | 0.06% | Add +7.0% | 161,717 | $138.8M |
| Munro Partners | 3.12% | Add +118.3% | 160,222 | $137.5M |
| Bessemer Group Inc. | 0.18% | Add +20651.0% | 156,255 | $134.1M |
| Balyasny Asset Management L.P. | 0.25% | Add +63.1% | 154,180 | $132.3M |
| FIL Ltd | 0.09% | Add +4.9% | 153,371 | $131.6M |
| Rhumbline Advisers | 0.09% | Add +13.8% | 142,098 | $121.9M |
| Artisan Partners Limited Partnership | 0.20% | New | 139,760 | $119.9M |
| Tidal Investments LLC | 0.29% | Add +16.0% | 139,532 | $119.7M |
| Amanah Holdings Trust | 6.80% | No change | 135,000 | $115.8M |
| First Trust Advisors LP | 0.07% | Add +74.5% | 128,798 | $110.5M |
| AustralianSuper Pty Ltd | 0.48% | Add +2.4% | 128,520 | $110.3M |
| Principal Financial Group Inc. | 0.05% | Add +7.3% | 127,241 | $109.2M |
| Analog Century Management LP | 3.99% | Reduce -19.4% | 127,088 | $109.0M |
| CI Investments Inc. | 0.35% | Add +151.6% | 127,067 | $109.0M |
| Nomura Asset Management Co. Ltd. | 0.23% | Add +22.6% | 124,774 | $107.1M |
| Wellington Management Group LLP | 0.02% | Reduce -28.4% | 121,234 | $104.0M |
| California Public Employees Retirement System | 0.06% | Add +4.5% | 119,519 | $102.6M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +426.1% | 117,700 | $94.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.24% | New | 107,897 | $92.9M |
"% of holder's portfolio" is LITE's weight in each manager's 13F, not the share of Lumentum Holdings Inc. the manager owns.