LITELumentum
Lumentum Holdings Inc. (“we,” “us,” “our”, “Lumentum” or the “Company”) is a global leader in optical and photonic technologies and an industry-leading provider of optical and photonic products based on revenue and market share. 10-K, Item 1
- Employees
- 13,757
- Headquarters
- San Jose, CA
- CEO
- Michael E. Hurlston
- Next results
- around Feb 2, 2027
Who owns LITE
91% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 9.18M | $7.9B | 10.12% | Added +17.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.08M | $4.4B | 5.60% | Added +9.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.09M | $3.5B | 4.51% | Added +10.6% |
| JPMORGAN CHASE & CO | 4.06M | $3.5B | 4.48% | Added +38.0% |
| FMR LLC | 3.52M | $3.0B | 3.88% | Reduced -51.0% |
| STATE STREET CORP | 3.45M | $3.0B | 3.81% | Added +13.7% |
| Invesco Ltd. | 3.18M | $2.7B | 3.50% | Added +170.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.25M | $1.9B | 2.48% | Added +5.5% |
| Jupiter Topco LLC | 1.89M | $1.6B | 2.08% | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.37M | $1.2B | 1.51% | Added +238.5% |
| MORGAN STANLEY | 1.31M | $1.1B | 1.44% | Added +27.5% |
| NORGES BANK | 1.17M | $1.0B | 1.29% | New |
| GOLDMAN SACHS GROUP INC | 1.11M | $950.7M | 1.22% | Added +24.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 984K | $844.3M | 1.08% | Added +1.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 940K | $807K | 1.04% | Reduced -28.2% |
| Value Aligned Research Advisors, LLC | 735K | $630.4M | 0.81% | Reduced -30.5% |
| BANK OF MONTREAL /CAN/ | 723K | $620.4M | 0.80% | Added +169.8% |
| T. Rowe Price Investment Management, Inc. | 699K | $600K | 0.77% | New |
| BANK OF AMERICA CORP /DE/ | 678K | $581.6M | 0.75% | Added +18.4% |
| D. E. Shaw & Co., Inc. | 668K | $573.2M | 0.74% | Added ×48 |
| Amundi | 658K | $565.0M | 0.73% | Added +188.7% |
| Capital World Investors | 638K | $547.6M | 0.70% | Reduced -51.4% |
| Nuveen, LLC | 626K | $537.2M | 0.69% | Added +14.5% |
| NORTHERN TRUST CORP | 624K | $535.6M | 0.69% | Added +8.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 604K | $517.8M | 0.67% | Held |
Bought the most shares
- Invesco Ltd. +2.00M
- Jupiter Topco LLC +1.89M, new
- BlackRock, Inc. +1.34M
- NORGES BANK +1.17M, new
- JPMORGAN CHASE & CO +1.12M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP +966K
- T. Rowe Price Investment Management, Inc. +699K, new
- D. E. Shaw & Co., Inc. +654K
- Winslow Capital Management, LLC +596K, new
- Jericho Capital Asset Management L.P. +472K, new
Sold the most shares
- FMR LLC -3.67M
- UBS Group AG -1.07M
- WT Asset Management Ltd -804K
- Capital World Investors -676K
- JANE STREET GROUP, LLC -664K
- JANUS HENDERSON GROUP PLC -567K, sold out
- Assenagon Asset Management S.A. -441K
- PRICE T ROWE ASSOCIATES INC /MD/ -370K
- Anther Capital Ltd -333K
- Polar Capital Holdings Plc -329K
Superinvestors holding LITE 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Zhang Lei Hillhouse (HHLR Advisors) | Jun 30, 2026 | 3K | $2.8M | 0.34% | Added +120.0% |
| Polen Capital Polen Capital Management | Jun 30, 2026 | 243 | $209K | 0.00% | New |
Sold out last quarter: Stanley Druckenmiller, Chase Coleman
13D filings: owners of more than 5% who may push for change
No Schedule 13D about LITE in the last year.
Work on LITE in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/LITE/export.csv") into a cell.