Go Pro

Lumentum (LITE) Institutional Ownership

Lumentum logo
$973.49 +52.17 (+5.66%)
Closing price 04:00 PM Eastern
Extended Trading
$981.39 +7.90 (+0.81%)
As of 07:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Lumentum (NASDAQ:LITE)

Current
Institutional Ownership
Percentage
94.05%
Number of
Institutional Buyers
(last 12 months)
670
Total
Institutional Inflows
(last 12 months)
$11.19B
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$34.86B
Get LITE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Lumentum stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LITE Institutional Buying and Selling by Quarter

Lumentum Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.1,948$1.67M0.0%-6.1%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.393$337K0.0%N/A0.000%
9/22/2026Andra AP fonden20,399$17.50M0.2%N/A0.023%
9/21/2026Silicon Valley Capital Partners450$386K0.0%+800.0%0.001%
9/9/2026Sequoia Financial Advisors LLC2,272$1.95M0.0%+36.9%0.003%
9/9/2026Van Hulzen Asset Management LLC750$644K0.0%N/A0.001%
9/9/2026Arlington Capital Management Inc.883$758K0.4%+196.3%0.001%
9/9/2026Gemmer Asset Management LLC1,768$1.52M0.1%N/A0.002%
9/9/2026National Pension Service104,049$89.28M0.1%+2,501.2%0.116%
9/9/2026Engineers Gate Manager LP3,350$2.88M0.0%-58.9%0.004%
9/9/2026Concorde Asset Management LLC271$233K0.1%-10.3%0.000%
9/9/2026NorthRock Partners LLC3,364$2.89M0.0%+5.4%0.004%
9/9/2026Integrated Wealth Concepts LLC5,923$5.08M0.0%+10.8%0.007%
9/9/2026NewEdge Advisors LLC9,205$7.90M0.0%-73.8%0.010%
9/9/2026IFP Advisors Inc1,459$1.25M0.0%+26.3%0.002%
9/9/2026Baird Financial Group Inc.4,031$3.46M0.0%+11.9%0.004%
9/9/2026Arcus Capital Partners LLC328$281K0.1%-4.4%0.000%
9/8/2026Allworth Financial LP1,724$1.48M0.0%+14.3%0.002%
9/8/2026Arizona State Retirement System20,471$17.57M0.1%+6.3%0.023%
9/8/2026Waverly Advisors LLC1,161$996K0.0%+56.9%0.001%
9/8/2026Nykredit A S52,021$44.64M0.1%N/A0.058%
9/4/2026Parkside Financial Bank & Trust205$176K0.0%+169.7%0.000%
8/27/2026Corient Private Wealth LP10,318$8.85M0.0%+108.4%0.012%
8/27/2026Optimize Financial Inc.4,790$4.11M1.5%-0.3%0.005%
8/26/2026Amundi658,427$564.97M0.1%+188.7%0.734%
8/26/2026HighTower Advisors LLC15,975$13.71M0.0%-11.2%0.018%
8/25/2026Groupe la Francaise9,146$7.26M0.1%N/A0.010%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al20,800$17.85M0.1%N/A0.023%
8/24/2026CYBER HORNET ETFs LLC209$179K0.1%+7.2%0.000%
8/23/2026Greenland Capital Management LP510$438K0.1%-58.2%0.001%
8/23/2026Washington Trust Advisors Inc.71$61K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC718$616K0.0%N/A0.001%
8/23/2026Wedmont Private Capital1,586$1.27M0.0%+16.2%0.002%
8/23/2026Styrax Capital LP90,000$77.23M5.1%-35.7%0.100%
8/23/2026HB Wealth Management LLC2,527$2.17M0.0%+16.8%0.003%
8/23/2026Saudi Central Bank4,998$4.29M0.1%+91.0%0.006%
8/23/2026Chico Wealth RIA252$216K0.1%N/A0.000%
8/23/2026Angeles Wealth Management LLC245$210K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd1,417$1.22M0.4%N/A0.002%
8/22/2026Oakmont Investment Advisors Inc.1,004$861K0.6%N/A0.001%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
8/22/2026MOR Wealth Management LLC386$331K0.1%N/A0.000%
8/22/2026FirstWave Capital Management LLC2,737$2.35M1.0%+94.0%0.003%
8/22/2026Three Seasons Wealth LLC4,502$3.86M0.4%+251.2%0.005%
8/22/2026SMART Wealth LLC3,258$2.80M0.6%+74.0%0.004%
8/22/2026Raiffeisen Bank International AG1,651$1.41M0.0%-15.7%0.002%
8/22/2026TD Waterhouse Canada Inc.27,429$21.98M0.1%+150.4%0.031%
8/22/2026Kickstand Ventures LLC.2,832$2.43M0.4%-9.0%0.003%
8/22/2026Concurrent Investment Advisors LLC4,388$3.77M0.0%+6.6%0.005%
8/22/2026NEOS Investment Management LLC53,187$45.64M0.2%+416.9%0.059%
8/22/2026Power Wealth Management LLC515$442K0.2%+51.0%0.001%
8/21/2026AXQ Capital LP6,260$5.37M0.6%N/A0.007%
8/21/2026Greenspring Advisors LLC546$469K0.0%-6.5%0.001%
8/21/2026Nykredit A S84,127$72.19M0.2%N/A0.094%
8/21/2026B. Metzler seel. Sohn & Co. AG2,502$2.15M0.0%-24.0%0.003%
8/21/2026XML Financial LLC718$616K0.0%+13.1%0.001%
8/21/2026Symphony Financial Ltd. Co.301$257K0.0%-9.3%0.000%
8/21/2026Triumph Capital Management833$715K0.1%+176.7%0.001%
8/21/2026Legacy Financial Advisors Inc.424$364K0.0%+25.1%0.000%
8/20/2026Proficio Capital Partners LLC606$520K0.0%N/A0.001%
8/20/2026Teza Capital Management LLC616$529K1.0%N/A0.001%
8/20/2026NS Partners Ltd1,946$1.67M0.1%N/A0.002%
8/20/2026JNBA Financial Advisors986$846K0.0%N/A0.001%
8/20/2026Quantitative Investment Management LLC4,736$4.06M0.4%N/A0.005%
8/20/2026Fosun International Ltd2,827$2.43M0.5%N/A0.003%
8/20/2026Sigma Planning Corp627$538K0.0%+16.5%0.001%
8/20/2026Two Sigma Securities LLC4,122$3.54M0.3%N/A0.005%
8/20/2026Benjamin Edwards Inc.772$662K0.0%N/A0.001%
8/20/2026GTS Securities LLC1,409$1.21M0.0%+160.4%0.002%
8/20/2026Alyeska Investment Group L.P.225,032$193.09M0.5%N/A0.251%
8/20/2026Wedbush Securities Inc.579$497K0.0%N/A0.001%
8/20/2026Bluefin Capital Management LLC1,089$934K0.2%N/A0.001%
8/20/2026Meiji Yasuda Life Insurance Co628$539K0.0%N/A0.001%
8/20/2026Thornburg Investment Management Inc.2,563$2.20M0.0%+221.6%0.003%
8/20/2026Penn Capital Management Company LLC1,023$878K0.1%-65.2%0.001%
8/19/2026New Mexico Educational Retirement Board3,600$3.09M0.1%-75.8%0.005%
8/19/2026Royal London Asset Management Ltd.77,287$66.32M0.1%+38.6%0.099%
8/19/2026Toth Financial Advisory Corp50$43K0.0%+127.3%0.000%
8/19/2026Mufg Securities Americas Inc.2,343$2.01M0.1%+18.6%0.003%
8/19/2026Van ECK Associates Corp678$582K0.0%+469.7%0.001%
8/19/2026Nissay Asset Management Corp Japan33,924$29.11M0.1%+268.4%0.044%
8/19/2026Braun Stacey Associates Inc.73,780$63.31M1.8%-19.7%0.095%
8/19/2026SPX Gestao de Recursos Ltda7,500$6.44M0.6%N/A0.010%
8/19/2026Wellington Management Group LLP121,234$104.03M0.0%-28.4%0.156%
8/19/2026Archer Investment Corp467$401K0.1%N/A0.001%
8/19/2026Kingsview Wealth Management LLC690$592K0.0%N/A0.001%
8/18/2026Beacon Pointe Advisors LLC1,826$1.57M0.0%N/A0.002%
8/18/2026Kimelman & Baird LLC2,254$1.93M0.1%N/A0.003%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt500$429K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.18,377$15.65M0.0%N/A0.024%
8/18/2026Denver PWM LLC1,392$1.29M0.4%N/A0.002%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
8/18/2026Concorde Asset Management LLC271$233K0.1%N/A0.000%
8/18/2026Empowered Funds LLC4,399$3.78M0.0%N/A0.006%
8/18/2026United Capital Financial Advisors LLC2,197$1.89M0.0%N/A0.003%
8/18/2026Equitable Holdings Inc.2,624$2.25M0.0%N/A0.003%
8/18/2026Centaurus Financial Inc.1,213$1.04M0.0%N/A0.002%
8/18/2026FSA Advisors Inc.250$215K0.1%N/A0.000%
8/18/2026N10 Assets LLC6,814$5.85M2.5%N/A0.009%
8/18/2026Formula Growth Ltd.1,700$1.46M0.5%N/A0.002%
8/18/2026Coastal Bridge Advisors LLC442$379K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.5,401$4.63M0.0%N/A0.007%


LITE Institutional Ownership - Frequently Asked Questions

During the previous two years, 921 institutional investors and hedge funds held shares of Lumentum. The most heavily invested institutionals were Vanguard Group Inc. ($2.72B), Jupiter Topco LLC ($1.62B), Capital World Investors ($1.33B), Invesco Ltd. ($847.88M), Value Aligned Research Advisors LLC ($743M), Amundi ($564.97M), and Geode Capital Management LLC ($521.56M).Learn more on Lumentum's institutional investors.

94.05% of Lumentum's stock is owned by institutional investors. Learn more on LITE's institutional investor holdings.

Of the 835 institutional investors that purchased Lumentum's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PointState Capital LP ($3.42M), Norges Bank ($2.98M), Arrowstreet Capital Limited Partnership ($2.04M), Jupiter Topco LLC ($1.89M), Capital World Investors ($1.87M), Hood River Capital Management LLC ($1.39M), and WT Asset Management Ltd ($1.29M).

Institutional investors have bought a total of 24,513,082 shares in the last 24 months. This purchase volume represents approximately $11.19B in transactions.

Of the 289 institutional investors that sold Lumentum's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Davidson Kempner Capital Management LP ($67.61M), Ameriprise Financial Inc. ($20.30M), Amundi ($12.23M), Franklin Resources Inc. ($11.33M), Polar Capital Holdings Plc ($10.11M), Jump Financial LLC ($7.48M), and New York State Common Retirement Fund ($6.92M).

Institutional investors have sold a total of 168,696,358 shares in the last 24 months. This volume of shares sold represents approximately $34.86B in transactions.



Institutional ownership data for NASDAQ:LITE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners