Lumentum Holdings Inc. (LITE) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LITE 13F holders ranked 201–300 of 1,340
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | STIFEL FINANCIAL#201 · 52,159 sh | 52,159 | $30.0M | 0.03% | +68.4% |
| 202 | Calamos Advisors#202 · 469,944 sh | 469,944 | $30.0M | 0.10% | -98.1% |
| 203 | Mitsubishi UFJ & Banking#203 · 34,851 sh | 34,851 | $29.9M | 0.07% | +1.4% |
| 204 | Blue Sparrow#204 · 34,627 sh | 34,627 | $29.7M | 0.29% | New |
| 205 | Vanguard Investments Australia, Ltd.#205 · 34,201 sh | 34,201 | $29.3M | 0.07% | +3.2% |
| 206 | KLP KAPITALFORVALTNING AS#206 · 34,000 sh | 34,000 | $29.2M | 0.09% | +26.9% |
| 207 | NISSAY ASSET MANAGEMENT /JAPAN#207 · 33,924 sh | 33,924 | $29.1M | 0.12% | +268.4% |
| 208 | Allianz Asset Management GmbH#208 · 40,505 sh | 40,505 | $28.9M | 0.03% | +5.5% |
| 209 | PARADIGM CAPITAL MANAGEMENT#209 · 33,600 sh | 33,600 | $28.8M | 0.78% | 0.0% |
| 210 | ATALANTA SOSNOFF CAPITAL#210 · 33,296 sh | 33,296 | $28.6M | 0.50% | New |
| 211 | Talos Eurisko Asset Management#211 · 32,240 sh | 32,240 | $27.7M | 3.93% | -16.1% |
| 212 | PRUDENTIAL PLC#212 · 31,867 sh | 31,867 | $27.3M | 0.15% | +20.1% |
| 213 | Quantinno Capital Management#213 · 31,641 sh | 31,641 | $27.2M | 0.03% | +45.2% |
| 214 | CIBC Asset Management#214 · 31,520 sh | 31,520 | $27.0M | 0.06% | +82.7% |
| 215 | Grand Alliance Asset Management Ltd#215 · 31,275 sh | 31,275 | $26.8M | 16.11% | -41.0% |
| 216 | Incline Global Management#216 · 30,913 sh | 30,913 | $26.5M | 7.44% | New |
| 217 | THRIVENT FINANCIAL FOR LUTHERANS#217 · 2,784,307 sh | 2,784,307 | $26.1M | 0.04% | New |
| 218 | Treasurer of the State of North Carolina#218 · 30,267 sh | 30,267 | $26.0M | 0.07% | +0.4% |
| 219 | Harvest Fund Management , Ltd#219 · 30,265 sh | 30,265 | $26.0M | 0.86% | +747.0% |
| 220 | M37 Management#220 · 30,000 sh | 30,000 | $25.7M | 4.48% | +50.0% |
| 221 | CAPITAL FUND MANAGEMENT S.A.#221 · 29,371 sh | 29,371 | $25.2M | 0.11% | New |
| 222 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.#222 · 28,607 sh | 28,607 | $24.5M | 0.19% | -21.5% |
| 223 | Jump Financial#223 · 28,514 sh | 28,514 | $24.5M | 0.20% | -31.2% |
| 224 | Creative Planning#224 · 28,100 sh | 28,100 | $24.1M | 0.01% | +18.2% |
| 225 | US BANCORP \DE\#225 · 27,353 sh | 27,353 | $23.5M | 0.03% | +415.8% |
| 226 | HARVARD MANAGEMENT#226 · 27,243 sh | 27,243 | $23.4M | 0.55% | New |
| 227 | NATIXIS ADVISORS#227 · 26,219 sh | 26,219 | $22.5M | 0.03% | -3.7% |
| 228 | MERCER GLOBAL ADVISORS#228 · 26,138 sh | 26,138 | $22.4M | 0.03% | +28.2% |
| 229 | Divisar Capital Management#229 · 26,123 sh | 26,123 | $22.4M | 5.17% | -25.8% |
| 230 | Oriental Harbor Investment Master Fund#230 · 26,122 sh | 26,122 | $22.4M | — | New |
| 231 | WHITTIER OF NEVADA#231 · 31,536 sh | 31,536 | $22.0M | 0.41% | +4.3% |
| 232 | TD Waterhouse Canada#232 · 27,429 sh | 27,429 | $22.0M | — | +150.4% |
| 233 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#233 · 25,300 sh | 25,300 | $21.7M | 0.06% | +20.4% |
| 234 | CenterBook Partners#234 · 25,152 sh | 25,152 | $21.6M | 1.06% | +1593.7% |
| 235 | E. Ohman J:or Asset Management AB#235 · 25,061 sh | 25,061 | $21.5M | — | +944.2% |
| 236 | Allen Investment Management#236 · 24,698 sh | 24,698 | $21.2M | 0.25% | New |
| 237 | JACKSON SQUARE CAPITAL#237 · 24,485 sh | 24,485 | $21.0M | — | -2.5% |
| 238 | Qube Research & Technologies Ltd#238 · 23,988 sh | 23,988 | $20.6M | 0.02% | New |
| 239 | ODDO BHF ASSET MANAGEMENT SAS#239 · 23,737 sh | 23,737 | $20.4M | 0.94% | +158.9% |
| 240 | State of New Jersey Common Pension Fund D#240 · 23,087 sh | 23,087 | $19.8M | 0.07% | -5.4% |
| 241 | Lansforsakringar Fondforvaltning AB (publ)#241 · 22,892 sh | 22,892 | $19.6M | 0.09% | +1158.5% |
| 242 | NZS Capital#242 · 22,702 sh | 22,702 | $19.5M | 0.51% | New |
| 243 | Pathstone#243 · 22,536 sh | 22,536 | $19.4M | 0.06% | -11.6% |
| 244 | IEQ CAPITAL#244 · 22,484 sh | 22,484 | $19.3M | 0.09% | -1.8% |
| 245 | STEADFAST CAPITAL MANAGEMENT#245 · 22,434 sh | 22,434 | $19.2M | 0.59% | +177.0% |
| 246 | GROUP ONE TRADING, L.P.#246 · 22,359 sh | 22,359 | $19.2M | 0.03% | -18.6% |
| 247 | Czech National Bank#247 · 22,145 sh | 22,145 | $19.0M | — | +13.9% |
| 248 | Temasek (Private) Ltd#248 · 22,025 sh | 22,025 | $18.9M | 0.05% | -15.0% |
| 249 | FRONTIER CAPITAL MANAGEMENT#249 · 21,893 sh | 21,893 | $18.8M | 0.18% | New |
| 250 | Banque Transatlantique SA#250 · 21,877 sh | 21,877 | $18.8M | 0.40% | New |
| 251 | OSAIC#251 · 21,793 sh | 21,793 | $18.7M | 0.02% | +59.8% |
| 252 | SIERRA SUMMIT ADVISORS#252 · 21,729 sh | 21,729 | $18.6M | 2.08% | -14.9% |
| 253 | KBC Group NV#253 · 21,563 sh | 21,563 | $18.5M | — | +134.7% |
| 254 | GUGGENHEIM CAPITAL#254 · 21,552 sh | 21,552 | $18.5M | 0.12% | +535.0% |
| 255 | OVERSEA-CHINESE BANKING Ltd#255 · 21,465 sh | 21,465 | $18.4M | 0.39% | +72.6% |
| 256 | PARNASSUS INVESTMENTS#256 · 21,431 sh | 21,431 | $18.4M | — | New |
| 257 | Daiwa Securities Group#257 · 21,381 sh | 21,381 | $18.3M | 0.04% | +59.9% |
| 258 | Mediolanum International Funds Ltd#258 · 21,120 sh | 21,120 | $18.0M | 0.15% | +382.7% |
| 259 | NOMURA#259 · 20,852 sh | 20,852 | $17.9M | 0.02% | -49.4% |
| 260 | Mn Services Vermogensbeheer B.V.#260 · 20,800 sh | 20,800 | $17.8M | — | New |
| 261 | FIFTH THIRD BANCORP#261 · 20,591 sh | 20,591 | $17.7M | 0.03% | +5.3% |
| 262 | Connor, Clark & Lunn Investment Management Ltd.#262 · 20,580 sh | 20,580 | $17.7M | 0.03% | -60.2% |
| 263 | MetLife Investment Management#263 · 20,483 sh | 20,483 | $17.6M | 0.08% | +21.1% |
| 264 | Arizona State Retirement System#264 · 20,471 sh | 20,471 | $17.6M | 0.09% | +6.3% |
| 265 | BAMCO#265 · 20,447 sh | 20,447 | $17.5M | 0.03% | -2.5% |
| 266 | TITAN GLOBAL CAPITAL MANAGEMENT USA#266 · 20,447 sh | 20,447 | $17.5M | 2.24% | +0.3% |
| 267 | KING LUTHER CAPITAL MANAGEMENT#267 · 20,418 sh | 20,418 | $17.5M | 0.07% | -32.6% |
| 268 | Andra AP-fonden#268 · 20,399 sh | 20,399 | $17.5M | 0.20% | New |
| 269 | DnB Asset Management AS#269 · 20,384 sh | 20,384 | $17.5M | 0.05% | -26.1% |
| 270 | PICTON MAHONEY ASSET MANAGEMENT#270 · 20,258 sh | 20,258 | $17.4M | 0.13% | -99.6% |
| 271 | Resona Asset Management ,Ltd.#271 · 20,205 sh | 20,205 | $17.3M | 0.08% | -5.9% |
| 272 | Cerity Partners#272 · 19,986 sh | 19,986 | $17.1M | 0.02% | +17.0% |
| 273 | JONES FINANCIAL COMPANIES LLLP#273 · 20,914 sh | 20,914 | $17.1M | <0.01% | -12.6% |
| 274 | STATE TREASURER STATE OF MICHIGAN#274 · 19,900 sh | 19,900 | $17.1M | — | +6.4% |
| 275 | UNICOM Systems#275 · 19,800 sh | 19,800 | $17.0M | — | +39.4% |
| 276 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#276 · 19,700 sh | 19,700 | $16.9M | — | +5.3% |
| 277 | XPONANCE#277 · 19,463 sh | 19,463 | $16.7M | 0.10% | +49.4% |
| 278 | BOOTHBAY FUND MANAGEMENT#278 · 19,290 sh | 19,290 | $16.6M | 0.22% | -37.6% |
| 279 | Cetera Investment Advisers#279 · 19,180 sh | 19,180 | $16.5M | 0.01% | +47.9% |
| 280 | CAPSTONE INVESTMENT ADVISORS#280 · 19,176 sh | 19,176 | $16.5M | 0.02% | -100.0% |
| 281 | Leeward Investments, - MA#281 · 18,931 sh | 18,931 | $16.2M | — | -45.7% |
| 282 | MARSICO CAPITAL MANAGEMENT#282 · 18,907 sh | 18,907 | $16.2M | 0.42% | 0.0% |
| 283 | Bridgewater Associates#283 · 18,629 sh | 18,629 | $16.0M | 0.07% | +220.2% |
| 284 | Verition Fund Management#284 · 18,420 sh | 18,420 | $15.8M | 0.02% | -28.7% |
| 285 | Rakuten Investment Management#285 · 18,377 sh | 18,377 | $15.6M | 0.05% | +73.8% |
| 286 | LOS ANGELES CAPITAL MANAGEMENT#286 · 18,098 sh | 18,098 | $15.5M | 0.06% | +5993.6% |
| 287 | WORLDQUANT MILLENNIUM ADVISORS#287 · 18,048 sh | 18,048 | $15.5M | 0.05% | New |
| 288 | ASSETMARK#288 · 18,012 sh | 18,012 | $15.5M | — | +29.5% |
| 289 | Science & Technology Partners, L.P.#289 · 18,011 sh | 18,011 | $15.5M | 2.60% | -52.3% |
| 290 | Hudson Bay Capital Management#290 · 18,000 sh | 18,000 | $15.4M | 0.04% | +182.2% |
| 291 | Penserra Capital Management#291 · 17,978 sh | 17,978 | $15.4M | 0.12% | -15.2% |
| 292 | Sanctuary Advisors#292 · 17,582 sh | 17,582 | $15.1M | 0.07% | +51.2% |
| 293 | Silvant Capital Management#293 · 17,534 sh | 17,534 | $15.0M | 0.44% | +273.0% |
| 294 | Himension Fund#294 · 17,398 sh | 17,398 | $14.9M | 0.92% | -5.6% |
| 295 | Advisors Asset Management#295 · 17,361 sh | 17,361 | $14.9M | 0.23% | +9.4% |
| 296 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#296 · 17,184 sh | 17,184 | $14.7M | 0.07% | +3.3% |
| 297 | Trexquant Investment#297 · 17,164 sh | 17,164 | $14.7M | 0.09% | New |
| 298 | E Fund Management , Ltd.#298 · 17,105 sh | 17,105 | $14.7M | 0.33% | -91.8% |
| 299 | Varma Mutual Pension Insurance#299 · 17,100 sh | 17,100 | $14.7M | 0.08% | New |
| 300 | Groupe la Francaise#300 · 18,292 sh | 18,292 | $14.5M | 0.09% | New |
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.