Lumentum Holdings LITE Institutional Ownership

NASDAQ LITE

$941.65 +12.61 (+1.36%)

At close: Sep 25, 2026 · 4:00 PM EDT

Institutions by Trading Activity

1,315 Institutions

Increased 902 68.6%

Unchanged 95 7.2%

Reduced 318 24.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

111.62%

▲+3.69 pp QoQ

Shares Held by Institutions

83.27Mn

of 74.60Mn outstanding

▲+13.01% QoQ

Shares Outstanding

74.60Mn

-8.67Mn held outside 13F filers

Institutional Investors

1,315

filed 13F for Jun 2026

▲+235 vs prior quarter

Net Shares Added (QoQ)

+9.59Mn

accumulated since last quarter

Value of Holdings

$78.41Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Lumentum Holdings Inc. (NASDAQ:LITE) has 1,315 institutional investors with active 13F positions as of June 2026.

These investors held 111.6% of outstanding shares in June 2026, up from 107.9% in March 2026.
They increased total shares held in LITE by 13.01% quarter over quarter, and investors in Lumentum Holdings increased 172.82% from a year ago.
Of these 1,315 holders, 902 added to their stakes in Lumentum Holdings, 318 trimmed positions, and 95 made no changes.
In total, institutional investors held 83.27Mn shares in Lumentum Holdings as of June 2026, up by 9.59Mn shares quarter on quarter, and down 45.58K shares year over year.
As of June 30, 2026, the biggest holder of Lumentum Holdings is BlackRock, Inc. at 9.18Mn shares, representing 12.31% of shares outstanding.
The largest buyers of Lumentum Holdings for the quarter ending June 2026 were Invesco Ltd. (2.0Mn), Jupiter Topco LLC (1.89Mn), BlackRock, Inc. (1.34Mn), NORGES BANK (1.17Mn), Jpmorgan Chase & Co (1.12Mn).
Top sellers of LITE stock for the quarter ending June 2026 included FMR LLC (3.67Mn), UBS Group AG (1.07Mn), WT Asset Management Ltd (803.62K), Capital World Investors (675.63K), JANE STREET GROUP, LLC (663.52K).
Per Business Quant data, the top 10 holders of Lumentum Holdings for the quarter ending June 2026 are BlackRock, Inc. (9.18Mn), VANGUARD CAPITAL MANAGEMENT LLC (5.08Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.09Mn), Jpmorgan Chase & Co (4.06Mn), FMR LLC (3.52Mn), State Street Corp (3.45Mn), Invesco Ltd. (3.18Mn), GEODE CAPITAL MANAGEMENT, LLC (2.25Mn), Jupiter Topco LLC (1.89Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (1.37Mn).

Form 13F Holdings

1,315 Institutional Holders

Report period 30 Jun, 2026

Total shares held 83.27Mn

Of outstanding 111.62%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,179,958	12.31%	▲1,342,980	+17.14%	$7.88Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,078,410	6.81%	▲438,622	+9.45%	$4.36Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,092,283	5.49%	▲390,759	+10.56%	$3.51Bn
4	Jpmorgan Chase & Co	0000019617	4,059,807	5.44%	▲1,118,364	+38.02%	$3.46Bn
5	FMR LLC	0000315066	3,519,154	4.72%	▼3,665,886	-51.02%	$3.02Bn
6	State Street Corp	0000093751	3,453,717	4.63%	▲415,167	+13.66%	$2.96Bn
7	Invesco Ltd.	0000914208	3,176,260	4.26%	▲1,999,867	+170.00%	$2.73Bn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,245,102	3.01%	▲117,660	+5.53%	$1.92Bn
9	Jupiter Topco LLC	0002146052	1,889,608	2.53%	▲1,889,608	0.00%	$1.62Bn
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	1,370,571	1.84%	▲965,704	+238.52%	$1.18Bn
11	Morgan Stanley	0000895421	1,309,986	1.76%	▲282,412	+27.48%	$1.12Bn
12	NORGES BANK	0001374170	1,168,079	1.57%	▲1,168,079	0.00%	$1.00Bn
13	Goldman Sachs Group Inc	0000886982	1,107,958	1.49%	▲217,180	+24.38%	$950.69Mn
14	Sixth Street Partners Management Company, L.P.	0001812095	983,932	1.32%	▲983,932	0.00%	$844.27Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	983,932	1.32%	▲9,898	+1.02%	$844.27Mn
15	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	940,170	1.26%	▼369,739	-28.23%	$806.72K
16	Value Aligned Research Advisors, LLC	0001963565	734,687	0.98%	▼322,573	-30.51%	$630.41Mn
17	Bank Of Montreal /Can/	0000927971	723,041	0.97%	▲455,016	+169.77%	$620.41Mn
18	T. Rowe Price Investment Management, Inc.	0001897612	698,988	0.94%	▲698,988	0.00%	$599.77K
19	Bank Of America Corp /De/	0000070858	677,839	0.91%	▲105,286	+18.39%	$581.63Mn

Showing 1 to 20 of 1,315 holders