Who owns Lumentum (LITE)?
169 holders named in SEC filings declare between 66.0% and 85.8% of Lumentum's shares outstanding, as of Oct 1, 2026. The largest are Vanguard (10.9%), BlackRock (10.2%) and JPMorgan (4.5%); the five largest hold 33.4% together. Another 1,147 institutions hold small positions worth 6.4%. At least 7.8% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 22.0% and sold 17.5% of the shares, a net purchase of 4.5%; 347 opened a position, 508 added, 317 reduced and 120 sold out. Biggest buyers: Invesco (+2.0M shares) and BlackRock (+1.3M shares). Biggest sellers: Fidelity (FMR) (-3.7M) and UBS (-965,200). Schedule 13D/G filings since Mar 31, 2026: FMR LLC fell below 5% (4.0% still declared) on Jun 30, 2026. Over time, 1,303 managers declared Lumentum in their 13F for Q2 2026, against 346 for Q4 2019: together at most 105.7% of the shares outstanding, against 93.8%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 10.9% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 10.2% | Jun 30, 2026 | Q4 2019 or earlier |
| JPMorgan | 13F | 4.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Fidelity (FMR) | 13F | 3.9% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 3.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 3.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 2.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Janus Henderson | 13F | 2.1% | Jun 30, 2026 | Q3 2021 |
| T. Rowe Price | 13F | 1.8% | Jun 30, 2026 | Q4 2019 or earlier |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13F | 1.5% | Jun 30, 2026 | Q2 2025 |
| Morgan Stanley | 13F | 1.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Norges Bank | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Goldman Sachs | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Charles Schwab | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Capital Group | 13F | 1.0% | Jun 30, 2026 | Q3 2024 |
| UBS | 13F | 0.94% | Jun 30, 2026 | Q4 2019 or earlier |
| Value Aligned Research Advisors, LLC | 13F | 0.82% | Jun 30, 2026 | Q4 2025 |
| BANK OF MONTREAL /CAN/ | 13F | 0.81% | Jun 30, 2026 | Q4 2019 or earlier |
| Bank of America | 13F | 0.76% | Jun 30, 2026 | Q4 2019 or earlier |
| D. E. Shaw | 13F | 0.74% | Jun 30, 2026 | Q3 2025 |
| Amundi | 13F | 0.73% | Jun 30, 2026 | Q4 2024 |
| Nuveen | 13F | 0.70% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 0.70% | Jun 30, 2026 | Q4 2019 or earlier |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 13F | 0.67% | Jun 30, 2026 | Q4 2019 or earlier |
| Winslow Capital Management, LLC | 13F | 0.66% | Jun 30, 2026 | Q2 2026 |
Lumentum institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 346 | 93.8% | $5.6B | 62.8% |
| Q4 2020 | 461 | 90.2% | $6.5B | 65.8% |
| Q4 2021 | 453 | 93.0% | $7.1B | 64.7% |
| Q4 2022 | 418 | 92.3% | $3.3B | 60.0% |
| Q4 2023 | 349 | 107.1% | $3.8B | 58.6% |
| Q4 2024 | 440 | 108.0% | $6.2B | 60.8% |
| Q4 2025 | 742 | 112.8% | $29.5B | 60.2% |
| Q2 2026 | 1,303 | 105.7% | $70.5B | 52.5% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.