Lumentum Ownership | Who Owns Lumentum?

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Lumentum Ownership Summary

Lumentum is owned by 116.18% institutional investors, 0.47% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.84% of LITE shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.21% of its assets in Lumentum shares.

LITE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lumentum	116.18%	0.47%	-16.66%
Sector	Technology Stocks	78.07%	14.90%	7.03%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	9.18M	12.84%	$7.88B
Vanguard group	7.39M	10.45%	$2.72B
Blackrock	6.11M	9.05%	$311.22M
Vanguard capital management	5.08M	7.10%	$4.36B
Jpmorgan chase	4.06M	5.68%	$3.46B
Fmr	3.52M	4.92%	$3.02B
State street	3.45M	4.83%	$2.96B
Invesco	3.18M	4.44%	$2.73B
Geode capital management	2.25M	3.14%	$1.92B
Arrowstreet capital, limited partnership	1.37M	1.92%	$1.18B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Grand alliance asset management	31.27K	16.11%	$26.84M
M & l capital management	52.03K	12.07%	$44.64M
Alpine investment management	48.74K	10.17%	$41.83M
Wt asset management	576.52K	9.79%	$494.69M
Foursixthree capital lp	205.37K	9.19%	$33.42M
Broad peak investment advisers pte	56.93K	8.98%	$48.85M
Situational awareness lp	1.30M	8.68%	$478.58M
Tairen capital	106.96K	8.11%	$91.78M
Cavalry management group	10.91K	7.67%	$555.64K
Incline global management	30.91K	7.44%	$26.53M

Top Buyers

Holder	Shares	% Assets	Change
Invesco	3.18M	0.22%	2.00M
Blackrock funding, inc. /de	9.18M	0.12%	1.34M
Situational awareness lp	1.30M	8.68%	1.30M
Norges bank	1.17M	0.10%	1.17M
Jpmorgan chase	4.06M	0.19%	1.12M

Top Sellers

Holder	Shares	% Assets	Change
Fmr	3.52M	0.13%	-3.67M
Pointstate capital lp	-	-	-2.53M
Earnest partners	-	-	-1.69M
Ubs group	346.06K	0.04%	-1.07M
Channing capital management	-	-	-948.33K

New Positions

Holder	Shares	% Assets	Change	Value
Situational awareness lp	1.30M	8.68%	1.30M	$478.58M
Norges bank	1.17M	0.10%	1.17M	$1.00B
Sixth street partners management company	983.93K	0.11%	983.93K	$844.27M
Winslow capital management	595.56K	1.76%	595.56K	$511.03M
Jericho capital asset management	472.24K	3.35%	472.24K	$405.21M

Sold Out

Holder	Change
Plante moran financial advisors	-1.00
Godsey & gibb	-1.00
Keener financial planning	-1.00
Mma asset management	-1.00
Trust co of vermont	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	1,387	19.67%	83,071,596	7.59%	116	0.99%	899	27.16%	324	-2.41%
Mar 31, 2026	736	-7.54%	41,651,624	-47.93%	58	0.46%	474	15.61%	194	-29.71%
Dec 31, 2025	533	-16.85%	51,308,903	-35.41%	72	0.56%	281	-12.19%	179	-7.25%
Sep 30, 2025	604	17.97%	77,734,581	-5.06%	111	0.81%	299	6.79%	184	39.39%
Jun 30, 2025	510	14.09%	84,388,167	4.80%	121	0.90%	279	25.68%	132	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.29M	3.21%	144.19K
Vanguard Total Stock Mkt Idx Inv	2.47M	3.18%	197.58K
Vanguard Morn Total Stk Mkt Idx Investor	2.47M	3.18%	197.58K
Vanguard US Total Market Shares ETF	2.03M	2.94%	-86.01K
Invesco Small Cap Value A	1.96M	2.80%	-
Vanguard MStar Total Stk Mkt Idx Invest	2.48M	2.80%	7.08K
Vanguard 500 Index Investor	2.05M	2.31%	21.71K
Invesco Value Opportunities A	1.53M	2.19%	-
Vanguard Mid Cap Index Institutional	1.69M	2.17%	911.40K
Vanguard Morn Mid Cap Index Instl	1.69M	2.17%	911.40K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 04, 2026	Wupen Yuen	PRESIDENT, GLOBAL BUS. UNITS	Sell	$430.00K
Sep 03, 2026	Wupen Yuen	PRESIDENT, GLOBAL BUS. UNITS	Sell	$435.00K
Sep 02, 2026	Wupen Yuen	PRESIDENT, GLOBAL BUS. UNITS	Sell	$432.25K
Aug 31, 2026	Wupen Yuen	PRESIDENT, GLOBAL BUS. UNITS	Sell	$447.50K
Aug 28, 2026	Wupen Yuen	PRESIDENT, GLOBAL BUS. UNITS	Sell	$470.48K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	52
2026 Q2	-	44
2026 Q1	-	62
2025 Q4	-	10
2025 Q3	-	19

LITE Ownership FAQ

Who owns the most shares of Lumentum?

Lumentum’s largest shareholders are Blackrock funding, inc. /de (9.18M shares, 12.84%), Vanguard group (7.39M shares, 10.45%), and Blackrock (6.11M shares, 9.05%). Together, they hold 32.34% of Lumentum’s total shares outstanding.

Does Blackrock own Lumentum?

Yes, BlackRock owns 9.05% of Lumentum, totaling 6.11M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 311.22M$. In the last quarter, BlackRock increased its holdings by 46.83K shares, a 0.77% change.

Who is Lumentum’s biggest shareholder by percentage of total assets invested?

Grand alliance asset management is Lumentum’s biggest shareholder by percentage of total assets invested, with 16.11% of its assets in 31.28K Lumentum shares, valued at 26.84M$.

Who is the top mutual fund holder of Lumentum shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Lumentum shares, with 3.21% of its total shares outstanding invested in 2.29M Lumentum shares.

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