LITE · Company research
Lumentum Holdings Inc. (LITE): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175000 | 150160500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 304 | 260850 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1158 | 994217 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OBERWEIS ASSET MANAGEMENT INC/ | 937886 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72185 | 61939061 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 796 | 683 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allen Investment Management, LLC | 1326234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24698 | 21192366 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BRAUN STACEY ASSOCIATES INC | 872080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73780 | 63307667 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capital Wealth Planning, LLC | 1566728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 2574180 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Goldstream Capital Management Ltd | 1872787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2940 | 2522696 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SOMA EQUITY PARTNERS LP | 1680964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62015 | 53212591 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16014 | 13740973 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 858060 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Prudent Man Advisors, LLC | 1817174 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2726 | 2339072 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WHITE PINE CAPITAL LLC | 1137429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 932 | 799712 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cynosure Group, LLC | 1763409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273 | 234250 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17164 | 14727742 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIKER MANAGEMENT LLC | 1276525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6500 | 5577000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Timothy G. Youngquist 2020 Irrevocable Trust | 2109159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3070 | 2634244 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5490 | 4710749 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21351 | 18320 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 505 | 433320 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FWL INVESTMENT MANAGEMENT, LLC | 1829231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 6864 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 283 | 242831 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 591 | 507113 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OMERS ADMINISTRATION Corp | 1053321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7667 | 6578746 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1748 | 1499888 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 252 | 216231 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219200 | 188086752 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Third View Private Wealth, LLC | 2083406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502 | 430746 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Castle Hook Partners LP | 1687241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3004 | 2577612 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107205 | 91988322 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AXIOM INVESTORS LLC /DE | 1109147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 406459 | 348766210 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 920441 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 483 | 414443 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26219 | 22497 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 343224 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127241 | 109180413 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 2574 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20483 | 17575643 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RWA WEALTH PARTNERS, LLC | 1544576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 451 | 387054 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AQR Arbitrage LLC | 1167456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70000 | 457065 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55268 | 47423260 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| USA FINANCIAL FORMULAS | 1534358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1019 | 874363 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1082327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 541679 | 464792836 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7506 | 6440 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Portolan Capital Management, LLC | 1350290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5822 | 4995625 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF HAWAII | 315080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 497 | 426455 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 368 | 315766 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Huntleigh Advisors, Inc. | 1367653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3185 | 2732921 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1031744 | 885298257 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 620 | 531997 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42151 | 36168303 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 1037792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24600 | 21108276 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1161 | 996080 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19180 | 16457591 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Artisan Partners Limited Partnership | 1466153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139760 | 119922438 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25061 | 21503842 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CIBC Bancorp USA Inc. | 1711924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11256 | 9658323 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Divisadero Street Capital Management, LP | 1901865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108188 | 92831795 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18606 | 15965064 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1737 | 1490318 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| KEYNOTE FINANCIAL SERVICES LLC | 2026127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5263 | 4515970 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SMITH SHELLNUT WILSON LLC /ADV | 944317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1230 | 1055414 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34000 | 29174040 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3773 | 3237460 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208500 | 178905510 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 638 | 547442 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Teza Capital Management LLC | 1655789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 616 | 528565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1450 | 1244 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142881 | 122600471 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1234 | 1058846 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sound Capital Solutions LLC | 2033735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4790 | 4110107 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JENNISON ASSOCIATES LLC | 53417 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66862 | 57371298 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SPX Gestao de Recursos Ltda | 1589176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7500 | 6435450 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66241 | 56838752 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 313028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49613 | 42570931 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3453717 | 2963496409 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 42903 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11303 | 9698652 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STRATEGY ASSET MANAGERS LLC | 1166716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 272 | 233392 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273711 | 234860461 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.