Lumentum Holdings Inc. (LITE) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

74,218,289Shares Outstanding

242,091Shares held by institutions

$145,356,278Value of institutional holdings

106.69%Institutional ownership %

2.63%Shares Changed QoQ

711No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 711 institutional investors hold a position in Lumentum Holdings Inc. (NASDAQ:LITE).

The collective stake of institutional investors in Lumentum Holdings moved to 106.7% in December 2025, a shift down from the 118.1% reported for September 2025.
Institutional share ownership changed by 2.63% QoQ, while the number of institutional owners saw an increase of 60.86% YoY.
Of these 711 institutional investors, 386 increased their holdings in Lumentum Holdings, while 259 of them reduced positions, and 66 investors maintained their exposure.
The total number of shares held by institutions in Lumentum Holdings increased to 79.19Mn as of December 2025, a net change of up by 2.03Mn shares quarter on quarter, and up 4.12Mn shares year over year.
FMR LLC's holding of 9.33Mn shares as of December 31, 2025 makes it the primary institutional investor in Lumentum Holdings, owning 12.57% of the stock.
Among the most significant buyers of Lumentum Holdings during December 2025 were FMR LLC (3.40Mn), UBS Group AG (1.87Mn), Situational Awareness LP (1.30Mn), NORGES BANK (1.29Mn), Value Aligned Research Advisors, LLC (1.17Mn).
Leading sellers of Lumentum Holdings stock in December 2025 included CITADEL ADVISORS LLC (1.28Mn), Analog Century Management LP (1.04Mn), ALLIANCEBERNSTEIN L.P. (799.51K), Holocene Advisors, LP (716.63K), Capital Research Global Investors (608.09K).
The top 10 institutional holders of Lumentum Holdings for the quarter ending December 2025 included FMR LLC (9.33Mn), BlackRock, Inc. (8.34Mn), VANGUARD GROUP INC (7.39Mn), Capital World Investors (3.62Mn), JANE STREET GROUP, LLC (2.32Mn), UBS Group AG (2.26Mn), STATE STREET CORP (2.13Mn), JPMORGAN CHASE & CO (1.97Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (1.85Mn), GEODE CAPITAL MANAGEMENT, LLC (1.41Mn).

711 Institutional Holders

242,091 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
FMR LLC	31 Dec, 2025	9,330,198	3,397,187	57.26%	$3,439,017,806.00
BlackRock, Inc.	31 Dec, 2025	8,344,266	380,229	4.77%	$3,075,612,752.00
VANGUARD GROUP INC	31 Dec, 2025	7,388,774	-96,508	-1.29%	$2,723,428,210.00
Capital World Investors	31 Dec, 2025	3,618,324	-440,774	-10.86%	$1,333,678,043.00
JANE STREET GROUP, LLC	31 Dec, 2025	2,324,342	478,543	25.93%	$856,729,218.00
UBS Group AG	31 Dec, 2025	2,257,196	1,873,624	488.47%	$831,979,873.00
STATE STREET CORP	31 Dec, 2025	2,128,565	-36,201	-1.67%	$784,567,773.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,965,662	981,780	99.79%	$724,523,888.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	1,854,801	291,591	18.65%	$683,661,101.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,412,213	123,265	9.56%	$521,563,395.00
Situational Awareness LP	31 Dec, 2025	1,298,400	1,298,400	0.00%	$478,577,256.00
NORGES BANK	31 Dec, 2025	1,287,325	1,287,325	0.00%	$474,495,122.00
Value Aligned Research Advisors, LLC	31 Dec, 2025	1,172,201	1,172,201	0.00%	$432,061,567.00
MORGAN STANLEY	31 Dec, 2025	1,051,759	105,410	11.14%	$387,668,405.00
Polar Capital Holdings Plc	31 Dec, 2025	1,029,297	-453,079	-30.56%	$379,388,581.00
Capital Research Global Investors	31 Dec, 2025	1,014,460	-608,086	-37.48%	$373,919,811.00
Assenagon Asset Management S.A.	31 Dec, 2025	994,478	871,249	707.02%	$366,554,646.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	971,609	-291,623	-23.09%	$358,125,422.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	830,722	-24,916	-2.91%	$306,195,822.00
CITIGROUP INC	31 Dec, 2025	765,201	701,433	1,099.98%	$282,045,436.00

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