Lumentum Holdings Inc. (LITE) — Institutional Holders, Q2 2026 (page 4)

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 301 to 400. 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 301–400 of 1,340

Institutional investors reporting a position in Lumentum Holdings Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Tredje AP-fonden#301 · 16,886 sh$14.5M+31.5%
Life Cycle Investment Partners Ltd#302 · 16,762 sh$14.4MNew
IFM Investors Pty Ltd#303 · 16,601 sh$14.2M+13.2%
KP Management#304 · 16,500 sh$14.2M-2.9%
Retirement Systems of Alabama#305 · 16,343 sh$14.0M+7.8%
TUDOR INVESTMENT ET AL#306 · 16,126 sh$13.8M+600.8%
MCDONALD PARTNERS#307 · 16,120 sh$13.8M-3.3%
State of Tennessee, Treasury Department#308 · 16,014 sh$13.7M-0.7%
Generate Investment Management Ltd#309 · 16,000 sh$13.7MNew
Polymer Capital Management (US)#310 · 15,991 sh$13.7M-47.4%
HighTower Advisors#311 · 15,975 sh$13.7M-11.2%
Janney Montgomery Scott#312 · 15,911 sh$13.7MNew
Lightrock Netherlands B.V.#313 · 15,695 sh$13.5M-18.8%
USS Investment Management Ltd#314 · 15,508 sh$13.3MNew
Erste Asset Management GmbH#315 · 15,560 sh$13.2M+72.9%
AMALGAMATED BANK#316 · 15,079 sh$12.9M+15.1%
LGT Group Foundation#317 · 14,970 sh$12.8M-31.6%
Beacon Harbor Wealth Advisors#318 · 17,863 sh$12.8M-17.8%
GLYNN CAPITAL MANAGEMENT#319 · 14,834 sh$12.7M+29.9%
M&T BANK#320 · 14,744 sh$12.7M+8.8%
Defiance ETFs#321 · 15,769 sh$12.6M-2.9%
LINDEN ADVISORS#322 · 1,050,000 sh$12.6M-99.8%
PUBLIC SECTOR PENSION INVESTMENT BOARD#323 · 14,692 sh$12.6M+14.8%
EVENTIDE ASSET MANAGEMENT#324 · 14,672 sh$12.6M-1.3%
LGT Fund Management Ltd.#325 · 14,658 sh$12.6M-28.1%
Dana Investment Advisors#326 · 14,552 sh$12.5M-17.9%
Global Asset Management#327 · 14,007 sh$12.0M-4.9%
EXCHANGE TRADED CONCEPTS#328 · 13,848 sh$11.9M+20.7%
Spire Wealth Management#329 · 13,521 sh$11.6M-29.4%
Pacer Advisors#330 · 13,378 sh$11.5MNew
Orion Porfolio Solutions#331 · 13,227 sh$11.3M+19.6%
Dorsey Wright & Associates#332 · 13,087 sh$11.2M+21.3%
UniSuper Management Pty Ltd#333 · 13,065 sh$11.2M-0.7%
SIMPLEX TRADING#334 · 12,958 sh$11.1M-75.5%
STRS OHIO#335 · 12,815 sh$11.0M+661.0%
ACADIAN ASSET MANAGEMENT#336 · 12,351 sh$10.6M+40.0%
Oak Grove Capital#337 · 12,320 sh$10.6M+92.5%
PensionDanmark Pensionsforsikringsaktieselskab#338 · 12,319 sh$10.6M+86.3%
BI Asset Management Fondsmaeglerselskab A/S#339 · 12,308 sh$10.6M-17.6%
Union Bancaire Privee, UBP SA#340 · 13,147 sh$10.3M-98.9%
KORNITZER CAPITAL MANAGEMENT#341 · 407,875 sh$10.2M-37.2%
Vontobel Holding Ltd.#342 · 11,870 sh$10.2M+145.5%
China Universal Asset Management , Ltd.#343 · 11,752 sh$10.1M+31.1%
Ilmarinen Mutual Pension Insurance#344 · 11,650 sh$10.0M-10.3%
PNC FINANCIAL SERVICES GROUP#345 · 11,607 sh$10.0M+39.8%
Cambridge Investment Research Advisors#346 · 11,603 sh$10.0M+59.9%
Banco Santander, S.A.#347 · 11,578 sh$9.9MNew
NEW YORK LIFE INVESTMENT MANAGEMENT#348 · 11,511 sh$9.9M+16.0%
Tuttle Capital Management#349 · 11,453 sh$9.8MNew
Wealthfront Advisers#350 · 11,411 sh$9.8M+22.0%
Fideuram Asset Management (Ireland) dac#351 · 11,090 sh$9.8MNew
MUTUAL OF AMERICA CAPITAL MANAGEMENT#352 · 11,303 sh$9.7M+48.9%
MACKENZIE FINANCIAL#353 · 11,297 sh$9.7M+38.3%
CULLEN/FROST BANKERS#354 · 11,101 sh$9.5M+3600.3%
Spear Advisors#355 · 11,080 sh$9.5M+70.5%
Americana Partners#356 · 10,874 sh$9.3M+3277.0%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#357 · 10,860 sh$9.3MNew
Utah Retirement Systems#358 · 10,788 sh$9.3M-5.7%
BRITISH COLUMBIA INVESTMENT MANAGEMENT#359 · 10,705 sh$9.2M+9.6%
Sumitomo Mitsui DS Asset Management Company, Ltd#360 · 10,647 sh$9.1M+9.9%
Police & Firemen's Retirement System of New Jersey#361 · 10,591 sh$9.1M-64.7%
WEALTH ENHANCEMENT ADVISORY SERVICES#362 · 23,819 sh$8.9M+8.2%
Swiss Life Asset Management Ltd#363 · 10,346 sh$8.9M+34.9%
Corient Private Wealth#364 · 10,318 sh$8.9M+108.4%
Shellback Capital#365 · 10,000 sh$8.6MNew
Capelight Capital Asset Management#366 · 10,000 sh$8.6M0.0%
Dai-ichi Life Insurance Company, Ltd#367 · 9,992 sh$8.6M+1386.9%
JB Capital#368 · 9,950 sh$8.5M+2.2%
ARDSLEY ADVISORY PARTNERS#369 · 10,000 sh$8.5M+61.3%
GATEWAY INVESTMENT ADVISERS#370 · 9,741 sh$8.4M+38.9%
MIZUHO SECURITIES USA#371 · 10,407 sh$8.3M+141.1%
Eurizon Capital SGR S.p.A.#372 · 9,605 sh$8.2M+526.5%
COMMERCE BANK#373 · 9,588 sh$8.2M+0.5%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND#374 · 9,581 sh$8.2M+16.8%
Optimize Financial#375 · 9,580 sh$8.2M+99.3%
Federation des caisses Desjardins du Quebec#376 · 9,566 sh$8.2M+110.1%
OPPENHEIMER ASSET MANAGEMENT#377 · 97,846 sh$8.2M+42.9%
ING GROEP NV#378 · 9,516 sh$8.2M+3.3%
WESTPORT ASSET MANAGEMENT#379 · 9,500 sh$8.2M0.0%
INDEPENDENT FINANCIAL GROUP#380 · 9,388 sh$8.1M+136.8%
Insight Group#381 · 9,380 sh$8.0M+57.1%
Williamson Legacy Group#382 · 9,351 sh$8.0M-17.1%
Sava Infond d.o.o.#383 · 9,300 sh$8.0M+23.2%
NewEdge Advisors#384 · 9,205 sh$7.9M-70.2%
Black Swift Group#385 · 9,200 sh$7.9M+42.6%
iA Global Asset Management#386 · 9,077 sh$7.8M-40.6%
MACQUARIE GROUP LTD#387 · 9,077 sh$7.8M+135.9%
Louisiana State Employees Retirement System#388 · 9,000 sh$7.7M+150.0%
Entropy Technologies#389 · 8,915 sh$7.6M-43.1%
SPX Gestao de Recursos Ltda#390 · 8,875 sh$7.6MNew
ASR Vermogensbeheer N.V.#391 · 8,864 sh$7.6MNew
1492 Capital Management#392 · 8,841 sh$7.6M-1.6%
Harvest Investment Services#393 · 8,826 sh$7.6M+144.3%
Seatown Pte. Ltd.#394 · 8,800 sh$7.6M-17.0%
TrueNorth#395 · 8,791 sh$7.5M-5.3%
Focus Partners Wealth#396 · 37,520 sh$7.5M-18.4%
Vanguard Personalized Indexing Management#397 · 8,734 sh$7.5M+4.5%
Investment Management of Ontario#398 · 8,627 sh$7.4M+69.2%
Bouvel Investment Partners#399 · 8,621 sh$7.4M-19.1%
Polymer Capital Management (HK) LTD#400 · 8,509 sh$7.3M-19.5%

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.