Lumentum Holdings Inc. (LITE) — Institutional Holders, Q2 2026

1,340 institutional investment managers reported a LITE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $72.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← LITE stock profile

LITE in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

369

Added to

522

Trimmed

322

Sold out

136

Biggest buyers

Invesco Ltd.Added · +1,999,867 sh+$1.7B
BlackRockAdded · +1,342,980 sh+$1.2B
JPMORGAN CHASEAdded · +1,118,364 sh+$959.6M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +965,704 sh+$828.6M
T. Rowe Price Investment ManagementNew · +698,988 sh+$599.8M

Biggest sellers

FMRTrimmed · -3,665,886 sh-$3.1B
UBS Group AGTrimmed · -1,066,538 sh-$915.2M
WT Asset Management LtdTrimmed · -803,625 sh-$689.6M
Capital World InvestorsTrimmed · -675,630 sh-$579.7M
JANE STREET GROUPTrimmed · -663,518 sh-$569.3M

LITE 13F holders ranked 1–100 of 1,340

Institutional investors reporting a position in Lumentum Holdings Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 9,179,958 sh	9,179,958	$7.9B	0.12%	-76.7%
2	VANGUARD CAPITAL MANAGEMENT#2 · 5,078,410 sh	5,078,410	$4.4B	0.09%	+9.5%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 4,092,283 sh	4,092,283	$3.5B	0.16%	+10.6%
4	JPMORGAN CHASE#4 · 4,128,807 sh	4,128,807	$3.5B	0.19%	-16.8%
5	FMR#5 · 5,555,154 sh	5,555,154	$3.0B	0.13%	-80.2%
6	STATE STREET#6 · 3,453,717 sh	3,453,717	$3.0B	0.09%	-91.9%
7	Invesco Ltd.#7 · 3,176,260 sh	3,176,260	$2.7B	0.22%	+170.0%
8	GEODE CAPITAL MANAGEMENT#8 · 2,245,102 sh	2,245,102	$1.9B	0.10%	+5.5%
9	Jupiter Topco#9 · 1,889,608 sh	1,889,608	$1.6B	0.66%	—
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#10 · 1,370,571 sh	1,370,571	$1.2B	0.52%	+238.5%
11	MORGAN STANLEY#11 · 1,324,986 sh	1,324,986	$1.1B	0.06%	+27.1%
12	NORGES BANK#12 · 1,168,079 sh	1,168,079	$1.0B	0.10%	—
13	GOLDMAN SACHS GROUP#13 · 1,107,958 sh	1,107,958	$950.7M	0.08%	-64.7%
14	CHARLES SCHWAB INVESTMENT MANAGEMENT#14 · 983,932 sh	983,932	$844.3M	0.11%	+1.0%
15	PRICE T ROWE ASSOCIATES#15 · 940,170 sh	940,170	$806.7M	0.08%	-28.2%
16	BANK OF MONTREAL#16 · 15,015,041 sh	15,015,041	$796.8M	0.26%	-63.8%
17	D. E. Shaw#17 · 6,288,011 sh	6,288,011	$642.4M	0.31%	-92.1%
18	Value Aligned Research Advisors#18 · 734,687 sh	734,687	$630.4M	1.57%	-30.5%
19	T. Rowe Price Investment Management#19 · 698,988 sh	698,988	$599.8M	0.39%	New
20	BANK OF AMERICA#20 · 753,839 sh	753,839	$582.6M	0.04%	-59.5%
21	Amundi#21 · 658,427 sh	658,427	$565.0M	0.14%	+188.7%
22	Capital World Investors#22 · 638,222 sh	638,222	$547.6M	0.06%	-51.4%
23	Nuveen#23 · 626,008 sh	626,008	$537.2M	0.13%	+14.5%
24	NORTHERN#24 · 624,207 sh	624,207	$535.6M	0.06%	+8.0%
25	SCHRODER INVESTMENT MANAGEMENT GROUP#25 · 603,512 sh	603,512	$517.8M	0.37%	-0.4%
26	Winslow Capital Management#26 · 595,561 sh	595,561	$511.0M	1.76%	New
27	Clear Street Group#27 · 585,683 sh	585,683	$502.6M	1.27%	+41.4%
28	WT Asset Management Ltd#28 · 576,519 sh	576,519	$494.7M	9.79%	-58.2%
29	BNP PARIBAS FINANCIAL MARKETS#29 · 2,092,811 sh	2,092,811	$484.4M	0.17%	-90.5%
30	FULLER & THALER ASSET MANAGEMENT#30 · 541,679 sh	541,679	$464.8M	1.27%	-7.8%
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#31 · 3,301,031 sh	3,301,031	$464.3M	0.08%	+725.9%
32	Marex Group plc#32 · 532,513 sh	532,513	$456.9M	1.94%	-37.9%
33	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#33 · 486,116 sh	486,116	$417.1M	0.32%	+13.7%
34	FRANKLIN RESOURCES#34 · 478,858 sh	478,858	$410.9M	0.09%	+60.2%
35	Jericho Capital Asset Management L.P.#35 · 472,235 sh	472,235	$405.2M	3.35%	New
36	BARCLAYS PLC#36 · 457,548 sh	457,548	$392.6M	0.08%	-34.6%
37	VOYA INVESTMENT MANAGEMENT#37 · 457,410 sh	457,410	$392.5M	0.34%	-97.0%
38	Bank of New York Mellon#38 · 715,159 sh	715,159	$387.1M	0.06%	-10.4%
39	VANGUARD FIDUCIARY#39 · 445,451 sh	445,451	$382.2M	0.08%	+10.7%
40	Legal & General Group Plc#40 · 438,826 sh	438,826	$376.5M	0.08%	+61.0%
41	TWO SIGMA INVESTMENTS#41 · 14,092,226 sh	14,092,226	$376.4M	0.27%	+3.5%
42	AXIOM INVESTORS#42 · 406,459 sh	406,459	$348.8M	3.02%	New
43	AQR CAPITAL MANAGEMENT#43 · 400,737 sh	400,737	$343.5M	0.12%	+5.1%
44	Evergreen Quality Fund GP, Ltd.#44 · 399,855 sh	399,855	$343.1M	5.53%	+491.0%
45	SG Americas Securities#45 · 391,443 sh	391,443	$335.9M	0.19%	+5.4%
46	Polar Capital Plc#46 · 390,287 sh	390,287	$334.9M	0.79%	-45.8%
47	FEDERATED HERMES#47 · 386,416 sh	386,416	$331.6M	0.48%	+34.4%
48	DIMENSIONAL FUND ADVISORS#48 · 374,723 sh	374,723	$321.5M	0.06%	+4.3%
49	UBS Group AG#49 · 389,061 sh	389,061	$297.2M	0.04%	-75.7%
50	MARSHALL WACE, LLP#50 · 338,491 sh	338,491	$290.4M	0.23%	+13.0%
51	Swedbank AB#51 · 336,659 sh	336,659	$288.9M	0.25%	+1.3%
52	Squarepoint Ops#52 · 331,988 sh	331,988	$284.9M	0.31%	+61.7%
53	HSBC PLC#53 · 329,022 sh	329,022	$280.0M	0.12%	-31.8%
54	CITIGROUP#54 · 2,823,009 sh	2,823,009	$276.8M	0.09%	-44.8%
55	JANE STREET GROUP#55 · 1,967,835 sh	1,967,835	$271.2M	0.02%	-55.8%
56	RAYMOND JAMES FINANCIAL#56 · 305,316 sh	305,316	$262.0M	0.07%	+70.4%
57	Mint Tower Capital Management B.V.#57 · 35,069,000 sh	35,069,000	$249.6M	28.65%	0.0%
58	WELLS FARGO & COMPANY#58 · 1,065,675 sh	1,065,675	$247.7M	0.04%	+18.2%
59	CSS#59 · 37,554,000 sh	37,554,000	$245.6M	9.56%	-7.2%
60	Neuberger Berman Group#60 · 280,339 sh	280,339	$240.5M	0.16%	+35.4%
61	ROYAL BANK OF CANADA#61 · 303,976 sh	303,976	$234.4M	0.03%	+12.8%
62	Capital Research Global Investors#62 · 269,099 sh	269,099	$230.9M	0.03%	-49.4%
63	Hood River Capital Management#63 · 262,757 sh	262,757	$225.5M	1.63%	-4.7%
64	Quadrature Capital Ltd#64 · 258,059 sh	258,059	$221.4M	1.89%	+1458.2%
65	DEUTSCHE BANK AG\#65 · 255,875 sh	255,875	$219.6M	0.06%	-53.0%
66	SUSQUEHANNA INTERNATIONAL GROUP, LLP#66 · 254,435 sh	254,435	$218.3M	0.02%	-26.6%
67	SEI INVESTMENTS#67 · 362,665 sh	362,665	$209.9M	0.19%	+0.1%
68	SOROS FUND MANAGEMENT#68 · 28,506,000 sh	28,506,000	$207.5M	2.55%	-9.9%
69	FRED ALGER MANAGEMENT#69 · 231,787 sh	231,787	$198.9M	0.66%	+6208.8%
70	Alyeska Investment Group, L.P.#70 · 225,032 sh	225,032	$193.1M	0.50%	New
71	BNP Paribas Asset Management Holding S.A.#71 · 3,729,918 sh	3,729,918	$190.7M	0.19%	+2.5%
72	Woodline Partners#72 · 220,615 sh	220,615	$189.3M	0.59%	+1479.8%
73	Swiss National Bank#73 · 201,375 sh	201,375	$172.8M	0.09%	-3.2%
74	RENAISSANCE TECHNOLOGIES#74 · 199,640 sh	199,640	$171.3M	0.24%	-1.6%
75	Mitsubishi UFJ Asset Management , Ltd.#75 · 197,428 sh	197,428	$169.4M	0.09%	+13.1%
76	Anther Capital Ltd#76 · 194,973 sh	194,973	$167.3M	4.28%	-63.1%
77	NATIONAL BANK OF CANADA#77 · 186,344 sh	186,344	$159.9M	0.11%	-5.7%
78	Blue Whale Capital LLP#78 · 185,019 sh	185,019	$158.8M	5.04%	-12.7%
79	Robeco Schweiz AG#79 · 184,110 sh	184,110	$158.0M	—	-14.3%
80	Clearbridge Investments#80 · 182,110 sh	182,110	$156.3M	0.13%	New
81	Avala Global#81 · 182,037 sh	182,037	$156.2M	5.76%	-9.9%
82	Sumitomo Mitsui#82 · 180,254 sh	180,254	$154.7M	0.09%	+27.9%
83	AMERICAN CENTURY COMPANIES#83 · 175,346 sh	175,346	$150.5M	0.07%	+179.3%
84	AMERIPRISE FINANCIAL#84 · 162,995 sh	162,995	$140.0M	0.03%	-49.2%
85	Vanguard Global Advisers#85 · 161,717 sh	161,717	$138.8M	0.06%	+7.0%
86	Munro Partners#86 · 160,222 sh	160,222	$137.5M	3.03%	+118.3%
87	BESSEMER GROUP#87 · 156,255 sh	156,255	$134.1M	0.18%	New
88	BALYASNY ASSET MANAGEMENT L.P.#88 · 154,180 sh	154,180	$132.3M	0.16%	-99.9%
89	FIL Ltd#89 · 153,371 sh	153,371	$131.6M	0.09%	+4.9%
90	RHUMBLINE ADVISERS#90 · 142,098 sh	142,098	$121.9M	0.09%	+13.8%
91	Artisan Partners Limited Partnership#91 · 139,760 sh	139,760	$119.9M	0.19%	New
92	Toroso Investments#92 · 139,532 sh	139,532	$119.7M	0.21%	+16.0%
93	Amanah#93 · 135,000 sh	135,000	$115.8M	—	0.0%
94	FIRST ADVISORS#94 · 128,798 sh	128,798	$110.5M	0.07%	+74.5%
95	AustralianSuper Pty Ltd#95 · 128,520 sh	128,520	$110.3M	0.48%	+2.4%
96	PRINCIPAL FINANCIAL GROUP#96 · 127,241 sh	127,241	$109.2M	0.05%	+7.3%
97	Analog Century Management#97 · 127,088 sh	127,088	$109.0M	3.99%	-19.4%
98	CI INVESTMENTS#98 · 127,067 sh	127,067	$109.0M	0.35%	+151.6%
99	NOMURA ASSET MANAGEMENT LTD#99 · 124,774 sh	124,774	$107.1M	0.23%	+22.6%
100	WELLINGTON MANAGEMENT GROUP LLP#100 · 121,234 sh	121,234	$104.0M	0.02%	-28.4%

Funds that sold out of LITE in Q2 2026 (136)

Held LITE at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held LITE in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
1832 Asset Management L.P.283,436 sh	283,436	$199.2M
Atreides Management267,389 sh	267,389	$187.9M
Trivest Advisors Ltd212,000 sh	212,000	$149.0M
HRT FINANCIAL205,903 sh	205,903	$144.7M
CloudAlpha Capital Management Limited/Hong Kong198,356 sh	198,356	$139.4M
Anatole Investment Management Ltd195,681 sh	195,681	$137.5M
E20 Capital Ltd186,661 sh	186,661	$131.2M
TIGER GLOBAL MANAGEMENT136,800 sh	136,800	$96.1M
Susquehanna Portfolio Strategies97,378 sh	97,378	$68.4M
FengHe Fund Management Pte. Ltd.52,800 sh	52,800	$37.1M
Estuary Capital Management52,749 sh	52,749	$37.1M
Valliance Asset Management Ltd47,640 sh	47,640	$33.5M
LMR Partners LLP41,190 sh	41,190	$28.9M
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.36,800 sh	36,800	$25.9M
AI-Squared Management Ltd36,321 sh	36,321	$25.5M
Rivermont Capital Management35,577 sh	35,577	$25.0M
Alta Park Capital32,078 sh	32,078	$22.5M
WHITEBOX ADVISORS30,773 sh	30,773	$21.6M
ExodusPoint Capital Management29,686 sh	29,686	$20.9M
WILLIAM BLAIR INVESTMENT MANAGEMENT26,579 sh	26,579	$18.7M
Caitong International Asset Management , Ltd25,712 sh	25,712	$18.1M
Perseverance Asset Management International25,000 sh	25,000	$17.6M
Hel Ved Capital Management Ltd22,112 sh	22,112	$15.5M
Persistent Asset Partners Ltd20,673 sh	20,673	$14.5M
Headwater Capital Ltd20,000 sh	20,000	$14.1M
VMS Asset Management Limited16,745 sh	16,745	$11.8M
Walleye Trading16,458 sh	16,458	$11.6M
Tyro Capital Management15,453 sh	15,453	$10.9M
SG Capital Management15,387 sh	15,387	$10.8M
Wealth High Governance Capital Ltda14,016 sh	14,016	$9.8M
KR Capital12,150 sh	12,150	$8.5M
Wealth High Governance Asset Management Ltda.11,968 sh	11,968	$8.4M
Freemont Management S.A.11,800 sh	11,800	$8.3M
AGF MANAGEMENT LTD11,066 sh	11,066	$7.8M
Andar Capital Management HK Ltd11,000 sh	11,000	$7.7M
KADENSA CAPITAL Ltd10,927 sh	10,927	$7.7M
Greenwoods Asset Management Hong Kong Ltd.10,822 sh	10,822	$7.6M
UG Investment Advisers Ltd.10,700 sh	10,700	$7.5M
Night Squared10,678 sh	10,678	$7.5M
Aperture Investors10,500 sh	10,500	$7.4M
Qsemble Capital Management10,014 sh	10,014	$7.0M
CHAPIN DAVIS9,765 sh	9,765	$6.9M
Alphadyne Asset Management7,861 sh	7,861	$5.5M
Maytus Capital Management7,187 sh	7,187	$5.1M
Duquesne Family Office6,963 sh	6,963	$4.9M
Ratan Capital Management6,862 sh	6,862	$4.8M
Octahedron Capital Management L.P.5,445 sh	5,445	$3.8M
SANDERS MORRIS HARRIS5,305 sh	5,305	$3.7M
Informed Momentum5,182 sh	5,182	$3.6M
Atom Investors5,013 sh	5,013	$3.5M
Monolith Management Ltd4,841 sh	4,841	$3.4M
Truxt Investmentos Ltda.3,856 sh	3,856	$2.8M
Donoghue Forlines3,797 sh	3,797	$2.7M
Catalyst Funds Management Pty Ltd3,741 sh	3,741	$2.6M
Sciencast Management3,300 sh	3,300	$2.3M
Cornerstone Investment Partners3,009 sh	3,009	$2.1M
Triasima Portfolio Management3,006 sh	3,006	$2.1M
SONA ASSET MANAGEMENT (US)3,000 sh	3,000	$2.1M
LIGHT STREET CAPITAL MANAGEMENT2,892 sh	2,892	$2.0M
MYDA Advisors2,800 sh	2,800	$2.0M
Ariose Capital Management Ltd2,784 sh	2,784	$2.0M
QP WEALTH MANAGEMENT2,761 sh	2,761	$1.9M
ALTFEST L J2,595 sh	2,595	$1.8M
CLOUGH CAPITAL PARTNERS L P2,580 sh	2,580	$1.8M
Titiun Yejiel2,547 sh	2,547	$1.8M
Pinpoint Asset Management (Singapore) Pte. Ltd.2,370 sh	2,370	$1.7M
BRIGHT VALLEY CAPITAL Ltd2,300 sh	2,300	$1.6M
TB Alternative Assets Ltd.2,266 sh	2,266	$1.6M
PINKERTON WEALTH4,287 sh	4,287	$1.6M
Watershed Asset Management, L.L.C.2,200 sh	2,200	$1.5M
Symmetry Investments2,050 sh	2,050	$1.4M
Regal Partners Ltd2,013 sh	2,013	$1.4M
INCEPTIONR2,008 sh	2,008	$1.4M
FACT Capital1,872 sh	1,872	$1.3M
LECAP ASSET MANAGEMENT LTD1,824 sh	1,824	$1.3M
O'Neil Global Advisors1,689 sh	1,689	$1.2M
WORLD EQUITY GROUP1,421 sh	1,421	$998.6K
Dynamic Technology Lab Private Ltd1,310 sh	1,310	$920.6K
SummitTX Capital, L.P.1,255 sh	1,255	$882.0K
Belvedere Trading1,248 sh	1,248	$877.0K
EMERALD MUTUAL FUND ADVISERS1,243 sh	1,243	$873.5K
F/m Investments1,243 sh	1,243	$873.5K
Retireful1,179 sh	1,179	$828.6K
REX Advisers1,100 sh	1,100	$773.0K
R Squared Ltd1,000 sh	1,000	$702.8K
Lisanti Capital Growth920 sh	920	$646.5K
ACT CAPITAL MANAGEMENT900 sh	900	$632.5K
111 Capital869 sh	869	$610.7K
CASTLEARK MANAGEMENT770 sh	770	$541.1K
Fieldview Capital Management766 sh	766	$538.3K
New England Research & Management750 sh	750	$527.1K
CIM INVESTMENT MANAGEMENT738 sh	738	$518.6K
NEW WAVE WEALTH ADVISORS731 sh	731	$513.7K
PINNBROOK CAPITAL MANAGEMENT723 sh	723	$508.1K
ABS Direct Equity Fund500 sh	500	$488.1K
EVOKE WEALTH621 sh	621	$436.4K
MOORE CAPITAL MANAGEMENT588 sh	588	$413.2K
SILVER OAK SECURITIES581 sh	581	$408.3K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.562 sh	562	$395.0K
B.O.S.S. Retirement Advisors516 sh	516	$362.6K

And 36 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.