LITE

Lumentum Holdings Inc
Communication ServicesUSCUSIP 55024U109◍ Confluence graph
Tracked 13F Holders
1139
-140 QoQ
13F Value (tracked)
$51.4B
Insider Net · 180d
-$95.2M
0↑ 9↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)24 adding · 28 trimming
Insider net (180d)-$95.2M

Who owns LITE?

1139 tracked 13F filers

1139 tracked 13F filers disclose a position in LITE as of the latest SEC 13F filings, a combined $51.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$5.5B
7.8M
−6.1%
Reduced · −507K sh
Q1 2026
2FMR LLC
$5.0B
7.2M
−23%
Reduced · −2.1M sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$3.3B
4.6M
First observed position
No prior filed position
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$2.6B
3.7M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$3.0B
3.5M
+14%
Added · +415K sh
Q2 2026
6JPMORGAN CHASE & CO
$1.9B
2.9M
+50%
Added · +976K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$1.9B
2.2M
+5.5%
Added · +118K sh
Q2 2026
8UBS Group AG
$992.7M
1.4M
−11%
Reduced · −170K sh
Q1 2026
9PRICE T ROWE ASSOCIATES INC /MD/
$920.6M
1.3M
+162%
Added · +810K sh
Q1 2026
10NORGES BANK
$474.5M
1.3M
+47%
Added · +414K sh
Q4 2025
11Value Aligned Research Advisors, LLC
$743.0M
1.1M
−9.8%
Reduced · −115K sh
Q1 2026
12MORGAN STANLEY
$722.1M
1.0M
−2.3%
Reduced · −24K sh
Q1 2026
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$684.5M
974K
+17%
Added · +143K sh
Q1 2026
14JANE STREET GROUP, LLC
$672.1M
956K
+12%
Added · +102K sh
Q1 2026
15GOLDMAN SACHS GROUP INC
$626.0M
891K
+104%
Added · +454K sh
Q1 2026
16Marex Group plc
$602.4M
857K
New
+857K sh
Q1 2026
17SCHRODER INVESTMENT MANAGEMENT GROUP
$425.9M
606K
+249%
Added · +433K sh
Q1 2026
18Winslow Capital Management, LLC
$511.0M
596K
New
+596K sh
Q2 2026
19Clear Street Group Inc.
$502.6M
586K
+41%
Added · +172K sh
Q2 2026
20NORTHERN TRUST CORP
$406.1M
578K
+2.0%
Added · +12K sh
Q1 2026
21WT Asset Management Ltd
$494.7M
577K
−58%
Reduced · −804K sh
Q2 2026
22BANK OF AMERICA CORP /DE/
$402.4M
573K
−2.1%
Reduced · −12K sh
Q1 2026
23Janus Henderson Group Ltd.
$398.6M
567K
+163%
Added · +352K sh
Q1 2026
24BARCLAYS PLC
$390.8M
556K
+81%
Added · +248K sh
Q1 2026
25Nuveen, LLC
$384.3M
547K
+59%
Added · +202K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is LITE being bought or sold by institutions?

Last quarter, 5 funds opened a new position in LITE and 19 added to an existing one, while 28 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
19
funds
Reduced
28
funds
Exited
0
funds

Funds that own LITE also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA725 funds$498.3B
AMAZON.COM INCAMZN703 funds$256.9B
MICROSOFT CORPMSFT698 funds$332.9B
BROADCOM INCAVGO696 funds$199.3B
META PLATFORMS INC-CLASS AMETA683 funds$138.3B
ALPHABET INC-CL AGOOGL682 funds$224.8B
MICRON TECHNOLOGY INCMU677 funds$65.8B
APPLE INCAAPL675 funds$374.4B
ADVANCED MICRO DEVICESAMD668 funds$56.2B
ALPHABET INC-CL CGOOG652 funds$154.6B
ELI LILLY & COLLY642 funds$99.2B
JPMORGAN CHASE & COJPM627 funds$83.5B

Ranked by how many of LITE's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$95.2M
9 insiders
Net
-$95.2M
93 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Sep 1, 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITSSell (S)500$451K
Aug 31, 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITSSell (S)500$448K
Aug 28, 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITSSell (S)500$470K
Aug 27, 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITSSell (S)500$479K
Aug 27, 2026HURLSTON MICHAEL E.President and CEO, DirectorSell (S)548$525K
Aug 26, 2026Wupen YuenPRESIDENT, GLOBAL BUS. UNITSSell (S)500$441K
Aug 25, 2026Kim JaeSVP, GENERAL COUNSELSell (S)732$630K
Aug 25, 2026Kim JaeSVP, GENERAL COUNSELSell (S)40$34K
Aug 25, 2026Kim JaeSVP, GENERAL COUNSELSell (S)815$699K
Aug 25, 2026Kim JaeSVP, GENERAL COUNSELSell (S)2K$1.4M
Aug 25, 2026Kim JaeSVP, GENERAL COUNSELSell (S)273$234K
Aug 25, 2026Kim JaeSVP, GENERAL COUNSELSell (S)1K$923K

Institutional ownership over time

804 funds+528 since Q3 2024
0472944Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $12.2B · 2 values withheld

Share classes

Class13F holdersValue held
LITEthis pagecs1139 funds$51.4B
LITE 0.5 06/15/28SDBCV33 funds$4.1B
LITE 0.5 12/15/26SDBCV30 funds$2.1B
LITE 1.5 12/15/29SDBCV26 funds$3.1B
55024U959PUT1 funds$19.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for LITE

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Ask your agent what changed in LITE

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LITE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LITE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LITE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.