Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LITE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.8M | $5.51B | -6.1% | 10.976% | 0.10% |
| 2 | FMR LLC | 7.2M | $5.05B | -23.0% | 10.063% | 0.27% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.8M | $3.39B | +98.5% | 6.762% | 0.38% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.6M | $3.26B | β | 6.498% | 0.08% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $2.60B | β | 5.184% | 0.14% |
| 6 | STATE STREET CORP | 3.0M | $2.14B | +42.8% | 4.256% | 0.07% |
| 7 | CITADEL ADVISORS LLC | 2.3M | $1.65B | β | 3.279% | 0.76% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $1.49B | +50.6% | 2.980% | 0.09% |
| 9 | UBS Group AG | 2.1M | $1.49B | -5.9% | 2.974% | 0.22% |
| 10 | WT Asset Management Ltd | 1.4M | $969.9M | +176.9% | 1.933% | 20.32% |
| 11 | D. E. Shaw & Co., Inc. | 1.3M | $946.3M | β | 1.886% | 0.89% |
| 12 | Capital World Investors | 1.3M | $923.3M | -63.7% | 1.840% | 0.13% |
| 13 | Invesco Ltd. | 1.2M | $833.0M | -48.5% | 1.660% | 0.13% |
| 14 | HSBC HOLDINGS PLC | 1.2M | $813.9M | β | 1.644% | 0.42% |
| 15 | Value Aligned Research Advisors, LLC | 1.1M | $743.0M | -9.8% | 1.481% | 3.65% |
| 16 | GOLDMAN SACHS GROUP INC | 1.0M | $723.6M | +136.0% | 1.442% | 0.08% |
| 17 | MORGAN STANLEY | 1.0M | $722.1M | -2.3% | 1.439% | 0.04% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 974K | $684.5M | +17.3% | 1.364% | 0.10% |
| 19 | Polar Capital Holdings Plc | 719K | $505.6M | -30.1% | 1.008% | 1.80% |
| 20 | Assenagon Asset Management S.A. | 644K | $452.8M | -35.2% | 0.902% | 0.72% |
| 21 | BARCLAYS PLC | 609K | $428.0M | +71.2% | 0.853% | 0.18% |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP | 606K | $425.9M | +249.3% | 0.849% | 0.35% |
| 23 | FULLER & THALER ASSET MANAGEMENT, INC. | 588K | $413.0M | -39.5% | 0.823% | 1.39% |
| 24 | NORTHERN TRUST CORP | 578K | $406.1M | +2.0% | 0.809% | 0.05% |
| 25 | BANK OF AMERICA CORP /DE/ | 573K | $402.4M | -2.1% | 0.802% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LITE β a direct measure of their conviction.
Filings activity in LITE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LITE position in Q1 2026
Institutions that fully closed their LITE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,054 | +44% | 85.31% | +40.75 pp | $56.13B | +91% |
| Q4 2025 | 731 | +29% | 44.56% | +24.28 pp | $29.32B | +120% |
| Q3 2025 | 565 | +20% | 20.28% | +8.33 pp | $13.34B | +70% |
| Q2 2025 | 472 | +16% | 11.95% | +3.98 pp | $7.87B | +50% |
| Q1 2025 | 408 | 6.4% | 7.97% | 6.20 pp | $5.24B | 44% |
| Q4 2024 | 436 | +16% | 14.17% | +5.29 pp | $9.33B | +60% |
| Q3 2024 | 375 | +0.3% | 8.88% | +0.79 pp | $5.85B | +9.8% |
| Q2 2024 | 374 | β | 8.09% | β | $5.32B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LITE stock.
Based on Q1 2026 13F filings, institutional ownership of Lumentum Holdings Inc. stands at 85.3%, held across 1,054 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LITE, with approximately 7,836,978 shares worth $5.51B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of LITE, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for LITE is 82 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
430 institutions opened new positions in LITE during Q1 2026, while 107 fully exited. 506 added to existing positions and 115 trimmed.
LITE institutional ownership rose by 40.75 percentage points quarter-over-quarter, with a net change of +323 holders.
The top 10 institutions account for 49.1% of all reported 13F value in LITE, and the top 25 account for 65.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lumentum Holdings Inc. (LITE) Institutional Ownership