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Lumentum (LITE) Institutional Ownership

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$1,053.81 +150.01 (+16.60%)
As of 02:51 PM Eastern
This is a fair market value 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)
584
Total
Institutional Inflows
(last 12 months)
$6.03B
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$32.47B
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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
5/8/2026 PNC Financial Services Group Inc.8,304$5.84M0.0%+5.7%0.012%
5/8/2026 Oslo Pensjonsforsikring AS318$223K0.0%N/A0.000%
5/8/2026 Baader Bank Aktiengesellschaft5,683$3.89M0.3%-16.0%0.008%
5/8/2026 Andar Capital Management HK Ltd11,000$7.73M6.6%-6.2%0.015%
5/8/2026 Titan Global Capital Management USA LLC20,394$14.33M2.1%N/A0.029%
5/8/2026 Johnson Financial Group Inc.1,100$773K0.0%-10.3%0.002%
5/8/2026 Commerzbank Aktiengesellschaft FI320$225K0.0%N/A0.000%
5/7/2026 Florida Financial Advisors LLC4,175$2.93M0.7%-23.3%0.006%
5/7/2026 Meeder Asset Management Inc.90$63K0.0%N/A0.000%
5/7/2026 Dimensional Fund Advisors LP359,173$252.27M0.1%-29.2%0.503%
5/7/2026 Parallel Advisors LLC560$394K0.0%+71.8%0.001%
5/7/2026 Ironwood Investment Counsel LLC490$344K0.0%N/A0.001%
5/7/2026 KBC Group NV9,189$6.46M0.0%+342.8%0.013%
5/7/2026 Trivest Advisors Ltd212,000$148.99M10.7%+19.1%0.297%
5/7/2026 SEB Asset Management AB14,288$10.04M0.0%N/A0.020%
5/7/2026 Swiss National Bank208,015$146.19M0.1%+47.2%0.291%
5/7/2026 World Equity Group Inc.1,421$999K0.3%N/A0.002%
5/7/2026 Hanseatic Management Services Inc.3,806$2.68M2.6%N/A0.005%
5/7/2026 AIA Group Ltd1,186$833K0.0%-74.0%0.002%
5/7/2026 Mediolanum International Funds Ltd4,375$2.87M0.0%N/A0.006%
5/7/2026 ANB Bank789$554K0.2%-24.6%0.001%
5/6/2026 Freemont Management S.A.11,800$8.29M1.3%N/A0.017%
5/6/2026 Aviance Capital Partners LLC315$221K0.0%N/A0.000%
5/6/2026 IMA Advisory Services Inc.9,283$6.52M0.6%-27.1%0.013%
5/6/2026 Dorsey Wright & Associates10,785$7.58M0.9%-23.2%0.015%
5/6/2026 California Public Employees Retirement System114,392$80.39M0.0%-2.8%0.160%
5/6/2026 Watershed Asset Management L.L.C.2,200$1.55M1.6%-45.0%0.003%
5/6/2026 John G Ullman & Associates Inc.1,933$1.36M0.2%-66.4%0.003%
5/6/2026 Arcus Capital Partners LLC343$241K0.1%N/A0.000%
5/6/2026 Assetmark Inc.13,907$9.77M0.0%+21,974.6%0.019%
5/6/2026 Paradigm Capital Management LLC NV381$268K0.2%N/A0.001%
5/6/2026 Lightrock Netherlands B.V.19,321$13.58M1.4%-37.5%0.027%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.2,912$2.05M0.1%N/A0.004%
5/6/2026 Bessemer Group Inc.753$528K0.0%+129.6%0.001%
5/6/2026 SteelPeak Wealth LLC532$374K0.0%-92.6%0.001%
5/6/2026 Allspring Global Investments Holdings LLC22,370$17.11M0.0%N/A0.031%
5/6/2026 Independent Financial Group LLC3,965$2.79M0.1%N/A0.006%
5/5/2026 Wealthfront Advisers LLC9,357$6.58M0.0%+1,196.0%0.013%
5/5/2026 D.A. Davidson & CO.1,070$752K0.0%-26.5%0.001%
5/5/2026 Marks Group Wealth Management Inc300$211K0.0%N/A0.000%
5/5/2026 Three Seasons Wealth LLC1,282$901K0.3%-58.6%0.002%
5/5/2026 Geneos Wealth Management Inc.739$519K0.0%+5,584.6%0.001%
5/5/2026 MASTERINVEST Kapitalanlage GmbH575$404K0.0%N/A0.001%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt500$351K0.0%N/A0.001%
5/5/2026 Advisors Preferred LLC1,486$1.04M0.2%-59.2%0.002%
5/5/2026 Zweig DiMenna Associates LLC40,750$28.64M4.0%-69.0%0.057%
5/5/2026 Sanctuary Advisors LLC11,629$8.17M0.0%+89.2%0.016%
5/5/2026 Sigma Planning Corp538$378K0.0%N/A0.001%
5/5/2026 Checchi Capital Advisers LLC790$555K0.0%+5.1%0.001%
5/4/2026 Emerald Mutual Fund Advisers Trust1,243$874K0.0%-98.6%0.002%
5/4/2026 Emerald Advisers LLC3,011$2.12M0.1%-98.0%0.004%
5/4/2026 Legacy Capital Group California Inc.338$238K0.1%-72.7%0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management385$271K0.0%N/A0.001%
5/4/2026 Archer Investment Corp930$654K0.1%+92,900.0%0.001%
5/4/2026 State of Michigan Retirement System18,700$13.14M0.1%+11.8%0.026%
5/4/2026 Principal Financial Group Inc.118,545$83.31M0.0%-22.2%0.166%
5/4/2026 Chicago Partners Investment Group LLC1,022$718K0.0%N/A0.001%
5/4/2026 Triglav Investments D.O.O.4,191$2.95M0.2%N/A0.006%
5/4/2026 Teachers Retirement System of The State of Kentucky5,550$3.90M0.0%-75.2%0.008%
5/2/2026 LGT Fund Management Co Ltd.20,387$14.33M0.6%N/A0.029%
5/2/2026 International Assets Investment Management LLC81$62K0.0%N/A0.000%
5/2/2026 Associated Banc Corp305$214K0.0%N/A0.000%
5/2/2026 Arlington Capital Management Inc.298$209K0.1%N/A0.000%
5/2/2026 Diversify Wealth Management LLC410$288K0.0%N/A0.001%
5/1/2026 180 Wealth Advisors LLC1,553$1.09M0.1%+2.9%0.002%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,632$11.69M0.1%-6.3%0.023%
5/1/2026 Citizens Financial Group Inc. RI851$598K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp19,546$13.74M0.0%+2,431.9%0.027%
5/1/2026 Sovran Advisors LLC304$214K0.0%N/A0.000%
5/1/2026 American Trust379$266K0.0%-74.9%0.001%
5/1/2026 Sachetta LLC35$25K0.0%+118.8%0.000%
5/1/2026 Candriam S.C.A.5,037$3.54M0.0%N/A0.007%
5/1/2026 Beacon Harbor Wealth Advisors Inc.21,744$15.28M3.2%-45.0%0.030%
5/1/2026 Sequoia Financial Advisors LLC1,660$1.17M0.0%+116.1%0.002%
5/1/2026 Cedar Mountain Advisors LLC229$161K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC4,444$3.12M0.0%+33.2%0.006%
4/30/2026 Sumitomo Mitsui Trust Group Inc.140,975$99.07M0.1%N/A0.197%
4/30/2026 Resona Asset Management Co. Ltd.21,480$14.90M0.1%N/A0.030%
4/30/2026 Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.454$319K0.8%N/A0.001%
4/30/2026 Capstone Capital Management Ltd4,291$3.02M2.9%N/A0.006%
4/30/2026 Oregon Public Employees Retirement Fund8,200$5.76M0.1%-42.0%0.011%
4/30/2026 Frank Rimerman Advisors LLC709$498K0.0%N/A0.001%
4/29/2026 Jackson Thornton Wealth Management LLC336$236K0.0%N/A0.000%
4/29/2026 R Squared Ltd1,000$703K0.4%N/A0.001%
4/29/2026 Swedbank AB332,440$233.63M0.2%+457.8%0.466%
4/28/2026 Abel Hall LLC693$487K0.1%+5.5%0.001%
4/28/2026 Whittier Trust Co. of Nevada Inc.30,243$23.36M0.5%+335,933.3%0.042%
4/28/2026 Whittier Trust Co.74,044$57.18M0.6%+21,806.5%0.104%
4/28/2026 Ascentis Independent Advisors792$557K0.0%+22.8%0.001%
4/28/2026 B.O.S.S. Retirement Advisors LLC516$363K0.1%-23.9%0.001%
4/28/2026 Steigerwald Gordon & Koch Inc.150$105K0.0%-50.0%0.000%
4/28/2026 GM Advisory Group LLC992$697K0.0%+6.8%0.001%
4/28/2026 Ariose Capital Management Ltd2,784$1.96M1.3%N/A0.004%
4/28/2026 Praxis Investment Management Inc.1,870$1.31M0.1%-1.1%0.003%
4/28/2026 Revisor Wealth Management LLC513$361K0.1%N/A0.001%
4/28/2026 Koshinski Asset Management Inc.363$255K0.0%N/A0.001%
4/28/2026 V Square Quantitative Management LLC480$337K0.0%+523.4%0.001%
4/28/2026 Evolution Wealth Management Inc.312$219K0.2%N/A0.000%
4/28/2026 QRG Capital Management Inc.2,074$1.46M0.0%+254.5%0.003%
4/27/2026 HB Wealth Management LLC2,163$1.52M0.0%+78.2%0.003%


LITE Institutional Ownership - Frequently Asked Questions

During the previous two years, 759 institutional investors and hedge funds held shares of Lumentum. The most heavily invested institutionals were Vanguard Group Inc. ($2.72B), Capital World Investors ($1.33B), Invesco Ltd. ($847.88M), Arrowstreet Capital Limited Partnership ($683.66M), Geode Capital Management LLC ($521.56M), Situational Awareness LP ($478.58M), and Norges Bank ($474.50M).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 684 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), Capital World Investors ($1.87M), Swedbank AB ($1.83M), Hood River Capital Management LLC ($1.39M), and Value Aligned Research Advisors LLC ($1.17M).

Institutional investors have bought a total of 29,521,323 shares in the last 24 months. This purchase volume represents approximately $6.03B in transactions.

Of the 276 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), Franklin Resources Inc. ($11.33M), Amundi ($11.30M), Polar Capital Holdings Plc ($10.11M), Jump Financial LLC ($7.51M), and New York State Common Retirement Fund ($6.92M).

Institutional investors have sold a total of 168,366,052 shares in the last 24 months. This volume of shares sold represents approximately $32.47B in transactions.



This page (NASDAQ:LITE) was last updated on 5/11/2026 by MarketBeat.com Staff.
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