Lumentum HoldingsLITE
13F holders, Q1 2026 (March 31)1,089holders +333
410new positions
82sold out
15famous investors
$700.21avg. 13F price*
At the end of Q1 2026, 1,089 institutions reported holding Lumentum Holdings Inc. (LITE) in their 13F filings, up 333 from Q4 2025. 410 opened new positions and 82 sold out. The largest holders were BlackRock, Inc. ($5.5B), FMR LLC ($5.0B) and Vanguard Capital Management LLC ($3.3B). 15 famous investors held it, including Gavin Baker (4.6% of Atreides Management's portfolio), Chase Coleman (0.4% of Tiger Global Management's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).
- Company
- Lumentum Holdings Inc.
- Sector
- Telecommunications
- CUSIP
- 55024U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 410 | $2.9B |
| Exits | 82 | $675.8M |
All 13F filers, Q4 2025 → Q1 2026: 16,479,028 shares bought and 20,074,024 shares sold, net −3,594,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,089 holders
| BlackRock, Inc. | 0.10% | Reduce -6.1% | 7,836,978 | $5.5B |
| FMR LLC | 0.27% | Reduce -23.0% | 7,185,040 | $5.0B |
| Vanguard Capital Management LLC | 0.08% | — | 4,639,788 | $3.3B |
| Vanguard Portfolio Management LLC | 0.14% | — | 3,701,524 | $2.6B |
| State Street Corp. | 0.07% | Add +42.8% | 3,038,550 | $2.1B |
| JPMorgan Chase & Co. | 0.13% | Add +49.6% | 2,941,443 | $1.9B |
| Geode Capital Management, LLC | 0.09% | Add +50.6% | 2,127,442 | $1.5B |
| UBS Group AG | 0.18% | Reduce -10.7% | 1,412,599 | $992.7M |
| WT Asset Management Ltd | 20.37% | Add +176.9% | 1,380,144 | $969.9M |
| Capital World Investors | 0.13% | Reduce -63.7% | 1,313,852 | $923.3M |
| T. Rowe Price Associates Inc. | 0.11% | Add +162.2% | 1,309,909 | $920.6M |
| Invesco Ltd. | 0.08% | Reduce -48.9% | 1,176,393 | $826.7M |
| Value Aligned Research Advisors, LLC | 8.80% | Reduce -9.8% | 1,057,260 | $743.0M |
| Morgan Stanley | 0.04% | Reduce -2.3% | 1,027,574 | $722.1M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +17.3% | 974,034 | $684.5M |
| Jane Street Group, LLC | 0.73% | Add +11.9% | 956,353 | $672.1M |
| Goldman Sachs Group Inc. | 0.08% | Add +104.1% | 890,778 | $626.0M |
| Marex Group Ltd | 6.25% | New | 857,171 | $602.4M |
| Polar Capital Holdings Plc | 2.21% | Reduce -30.1% | 719,486 | $505.6M |
| Assenagon Asset Management S.A. | 0.72% | Reduce -35.2% | 644,262 | $452.8M |
| Schroder Investment Management Group | 0.35% | Add +249.3% | 606,056 | $425.9M |
| Fuller & Thaler Asset Management, Inc. | 1.39% | Reduce -39.5% | 587,679 | $413.0M |
| Northern Trust Corp. | 0.05% | Add +2.0% | 577,899 | $406.1M |
| Bank of America Corp. | 0.03% | Reduce -2.1% | 572,553 | $402.4M |
| Janus Henderson Group PLC | 0.19% | Add +163.2% | 567,182 | $398.6M |
| Barclays PLC | 0.14% | Add +80.6% | 556,058 | $390.8M |
| Nuveen, LLC | 0.10% | Add +58.5% | 546,872 | $384.3M |
| Deutsche Bank AG | 0.13% | Add +1104.5% | 544,560 | $382.7M |
| BNP Paribas Financial Markets | 0.25% | Reduce -13.3% | 541,269 | $380.4M |
| Capital Research Global Investors | 0.06% | Reduce -47.6% | 531,393 | $373.4M |
| Anther Capital Ltd | 9.70% | — | 527,862 | $371.0M |
| HSBC Holdings PLC | 0.20% | Add +148.6% | 482,645 | $335.2M |
| Bank of New York Mellon Corp | 0.06% | Reduce -11.7% | 456,861 | $321.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.28% | Add +13881.6% | 427,417 | $300.4M |
| Clear Street Group Inc. | 1.63% | New | 414,168 | $291.1M |
| Arrowstreet Capital, Limited Partnership | 0.15% | Reduce -78.2% | 404,867 | $284.5M |
| Vanguard Fiduciary Trust Co. | 0.07% | — | 402,555 | $282.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +36.4% | 399,693 | $280.9M |
| Two Sigma Investments, LP | 0.24% | Add +92.7% | 396,777 | $278.8M |
| Citigroup Inc. | 0.18% | Reduce -48.8% | 392,160 | $275.6M |
| Voya Investment Management LLC | 0.33% | Reduce -28.7% | 388,262 | $272.9M |
| AQR Capital Management | 0.12% | Add +355.2% | 381,133 | $263.7M |
| SG Americas Securities, LLC | 0.29% | Add +25.4% | 371,251 | $260.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -29.2% | 359,173 | $252.3M |
| Susquehanna International Group, LLP | 0.32% | Add +3.9% | 346,604 | $243.6M |
| Wells Fargo & Company | 0.05% | Add +155.2% | 341,410 | $239.9M |
| Swedbank AB | 0.25% | Add +457.8% | 332,440 | $233.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -29.8% | 320,973 | $225.3M |
| Marshall Wace, LLP | 0.23% | Add +201.8% | 299,669 | $210.6M |
| Franklin Resources Inc. | 0.05% | Add +85.7% | 298,825 | $210.0M |
| Federated Hermes, Inc. | 0.33% | Reduce -8.6% | 287,444 | $202.0M |
| GF Fund Management Co. LTD. | 3.33% | Reduce -31.7% | 283,699 | $199.4M |
| 1832 Asset Management L.P. | 0.26% | Reduce -59.0% | 283,436 | $199.2M |
| Hood River Capital Management LLC | 1.94% | Reduce -9.1% | 275,623 | $193.7M |
| Legal & General Group Plc | 0.04% | Add +43.0% | 272,494 | $191.5M |
| Toronto Dominion Bank | 0.37% | Add +1487.2% | 272,402 | $191.4M |
| Bank of Montreal | 0.08% | Add +105.7% | 268,025 | $188.4M |
| Atreides Management | 4.58% | Reduce -30.1% | 267,389 | $187.9M |
| Oberweis Asset Management Inc./ | 5.53% | Reduce -5.2% | 266,222 | $187.1M |
| Royal Bank of Canada | 0.03% | Add +51.7% | 238,576 | $167.7M |
| Driehaus Capital Management LLC | 1.18% | Reduce -32.9% | 228,995 | $160.9M |
| Amundi | 0.04% | Add +49.2% | 228,072 | $160.3M |
| Robeco Schweiz AG | 3.19% | Reduce -46.3% | 214,826 | $151.0M |
| Blue Whale Capital LLP | 7.09% | Add +52.3% | 212,056 | $149.0M |
| Trivest Advisors Ltd | 10.73% | Add +19.1% | 212,000 | $149.0M |
| E Fund Management Co., Ltd. | 4.37% | — | 209,446 | $147.2M |
| Swiss National Bank | 0.08% | Add +47.2% | 208,015 | $146.2M |
| Neuberger Berman Group LLC | 0.11% | Reduce -57.4% | 207,005 | $145.0M |
| HRT Financial LP | 0.36% | Add +187.3% | 205,903 | $144.7M |
| Squarepoint Ops LLC | 0.31% | Add +110.1% | 205,248 | $144.2M |
| Aspex Management (HK) Ltd | 2.08% | Reduce -70.1% | 203,942 | $143.3M |
| Renaissance Technologies | 0.22% | New | 202,838 | $142.5M |
| Avala Global LP | 6.82% | Reduce -11.3% | 202,037 | $142.0M |
| Panoramic Hills Capital Ltd | 50.14% | Add +33.1% | 200,000 | $140.6M |
| CloudAlpha Capital Management Limited/Hong Kong | 15.33% | Add +0.3% | 198,356 | $139.4M |
| National Bank of Canada | 0.14% | Add +675.1% | 197,529 | $138.8M |
| Anatole Investment Management Ltd | 19.20% | New | 195,681 | $137.5M |
| E20 Capital Ltd | 12.31% | Add +606.9% | 186,661 | $131.2M |
| Raymond James Financial Inc. | 0.04% | Reduce -5.9% | 179,165 | $125.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.08% | Add +3080.7% | 174,495 | $122.6M |
| Wellington Management Group LLP | 0.02% | Add +86.3% | 169,304 | $119.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.37% | Reduce -46.4% | 160,091 | $112.5M |
| Analog Century Management LP | 5.29% | Reduce -52.8% | 157,688 | $110.8M |
| Tremblant Capital Group | 3.45% | Reduce -48.8% | 152,685 | $107.3M |
| Castle Hook Partners LP | 2.15% | Add +1332.9% | 151,430 | $106.4M |
| Vanguard Global Advisers, LLC | 0.06% | — | 151,168 | $106.2M |
| FIL Ltd | 0.08% | New | 146,163 | $102.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | New | 140,975 | $99.1M |
| Citadel Advisors | 0.07% | Add +53.5% | 140,747 | $98.9M |
| Styrax Capital, LP | 6.87% | Add +3.6% | 140,000 | $98.4M |
| Tiger Global Management | 0.42% | New | 136,800 | $96.1M |
| Amanah Holdings Trust | 10.45% | No change | 135,000 | $94.9M |
| TCW Group Inc. | 0.70% | Reduce -61.0% | 133,178 | $93.6M |
| AustralianSuper Pty Ltd | 0.46% | Add +96.2% | 125,567 | $88.2M |
| Rhumbline Advisers | 0.08% | Reduce -31.6% | 124,871 | $87.8M |
| Millennium Management | 0.07% | Reduce -70.6% | 122,014 | $85.7M |
| Tidal Investments LLC | 0.26% | Add +71.5% | 120,248 | $84.4M |
| Principal Financial Group Inc. | 0.04% | Reduce -22.2% | 118,545 | $83.3M |
| Rokos Capital Management LLP | 1.45% | Reduce -42.4% | 115,593 | $81.2M |
| California Public Employees Retirement System | 0.05% | Reduce -2.8% | 114,392 | $80.4M |
"% of holder's portfolio" is LITE's weight in each manager's 13F, not the share of Lumentum Holdings Inc. the manager owns.