| 5.5M |
| $4.73B |
| +16.4% |
| 7.090% |
| 0.39% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.1M | $4.36B | +9.4% | 6.527% | 0.09% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $3.51B | +10.6% | 5.260% | 0.16% |
| 6 | JPMORGAN CHASE & CO | 4.1M | $3.46B | +38.0% | 5.218% | 0.19% |
| 7 | FMR LLC | 3.5M | $3.02B | -51.0% | 4.523% | 0.13% |
| 8 | STATE STREET CORP | 3.5M | $2.96B | +13.7% | 4.439% | 0.04% |
| 9 | Invesco Ltd. | 3.2M | $2.74B | +169.0% | 4.099% | 0.22% |
| 10 | CITADEL ADVISORS LLC | 2.5M | $2.10B | +4.8% | 3.153% | 0.12% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $1.92B | +5.5% | 2.886% | 0.10% |
| 12 | D. E. Shaw & Co., Inc. | 2.1M | $1.81B | +57.0% | 2.718% | 0.86% |
| 13 | Jupiter Topco LLC | 1.9M | $1.62B | — | 2.429% | 0.66% |
| 14 | UBS Group AG | 1.4M | $1.20B | -34.0% | 1.800% | 0.15% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $1.18B | +238.5% | 1.762% | 0.52% |
| 16 | MORGAN STANLEY | 1.3M | $1.12B | +27.5% | 1.684% | 0.06% |
| 17 | GOLDMAN SACHS GROUP INC | 1.2M | $1.05B | +19.0% | 1.575% | 0.09% |
| 18 | NORGES BANK | 1.2M | $1.00B | — | 1.501% | 0.10% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 984K | $844.3M | +1.0% | 1.265% | 0.11% |
| 20 | Value Aligned Research Advisors, LLC | 742K | $636.8M | -29.8% | 0.954% | 1.59% |
| 21 | Marex Group Ltd | 733K | $628.5M | -25.4% | 0.942% | 2.67% |
| 22 | HSBC HOLDINGS PLC | 736K | $624.5M | -37.3% | 0.945% | 0.26% |
| 23 | BANK OF MONTREAL /CAN/ | 723K | $620.4M | +169.8% | 0.929% | 0.20% |
| 24 | BANK OF AMERICA CORP /DE/ | 678K | $581.6M | +18.4% | 0.871% | 0.04% |
| 25 | Amundi | 658K | $565.0M | +188.7% | 0.846% | 0.14% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LITE — a direct measure of their conviction.
| 108.04% |
| 40.12 pp |
| $5.24B |
| 44% |
| Q4 2024 | 436 | +16% | 148.16% | +50.64 pp | $9.33B | +60% |
| Q3 2024 | 375 | — | 97.52% | — | $5.85B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
355 institutions opened new positions in LITE during Q2 2026, while 134 fully exited. 735 added to existing positions and 198 trimmed.
LITE institutional ownership rose by 12.45 percentage points quarter-over-quarter, with a net change of +238 holders.
The top 10 institutions account for 48.1% of all reported 13F value in LITE, and the top 25 account for 66.0%.
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