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Lumentum Ownership | Who Owns Lumentum?

OverviewForecastRevenueFinancialsChartTranscripts

Lumentum Ownership Summary

Lumentum is owned by 58.58% institutional investors, 0.56% insiders, and 40.86% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.02% 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

TypeName% Inst% Insiders% Retail
StockLumentum58.58%0.56%40.86%
SectorTechnology Stocks 36.93%14.89%48.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de7.84M11.02%$5.51B
Vanguard group7.39M10.45%$2.72B
Fmr7.19M10.11%$5.05B
Blackrock6.11M9.05%$311.22M
State street3.04M4.27%$2.14B
Jpmorgan chase2.94M4.14%$1.93B
Geode capital management2.13M2.99%$1.49B
Ubs group1.41M1.99%$992.72M
Wt asset management1.38M1.94%$969.91M
Capital world investors1.31M1.85%$923.32M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Valliance asset management47.64K27.46%$33.48M
Grand alliance asset management53.00K22.55%$37.25M
Wt asset management1.38M20.32%$969.91M
Anatole investment management195.68K19.20%$137.52M
Ai-squared management36.32K18.58%$25.52M
Anglepoint asset management21.68K10.77%$15.24M
Trivest advisors212.00K10.73%$148.99M
Broad peak investment advisers pte73.58K10.49%$51.71M
Amanah trust135.00K10.45%$94.87M
Q fund management (hong kong)17.80K9.80%$12.51M

Top Buyers

HolderShares% AssetsChange
Situational awareness lp1.30M8.68%1.30M
Norges bank1.29M0.05%1.29M
Jpmorgan chase2.94M0.12%975.78K
State street3.04M0.07%909.99K
Wt asset management1.38M20.32%881.73K

Top Sellers

HolderShares% AssetsChange
Pointstate capital lp---2.53M
Capital world investors1.31M0.13%-2.30M
Fmr7.19M0.27%-2.15M
Earnest partners---1.69M
Arrowstreet capital, limited partnership404.87K0.15%-1.45M

New Positions

HolderShares% AssetsChangeValue
Situational awareness lp1.30M8.68%1.30M$478.58M
Norges bank1.29M0.05%1.29M$474.50M
Marex group857.17K3.81%857.17K$602.39M
Clear street group414.17K1.18%414.17K$291.06M
Vanguard fiduciary trust402.56K0.07%402.56K$282.90M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026736-7.54%41,651,624-47.93%580.46%47415.61%194-29.71%
Dec 31, 2025533-16.85%51,308,903-35.41%720.56%281-12.19%179-7.25%
Sep 30, 202560417.97%77,734,581-5.06%1110.81%2996.79%18439.39%
Jun 30, 202551014.09%84,388,1674.80%1210.90%27925.68%132-
Mar 31, 2025443-8.09%80,496,2677.70%1160.99%219-12.75%1329.09%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.29M3.21%144.19K
Vanguard US Total Market Shares ETF2.03M2.94%-86.01K
Vanguard Total Stock Mkt Idx Inv2.27M2.92%6.74K
Invesco Small Cap Value A1.96M2.80%-
Vanguard 500 Index Investor1.85M2.38%33.10K
Invesco Value Opportunities A1.53M2.19%-
Fidelity Small Cap Value Fund1.46M2.10%-
American Funds SMALLCAP World A1.47M2.06%-1.55M
Capital Group New Economy Comp1.37M1.92%-
American Funds New Economy A1.37M1.92%-

Recent Insider Transactions

DateNameRoleActivityValue
Jun 02, 2026Harris Isaac Hosojiro-Sell$1.42M
May 29, 2026Harris Isaac Hosojiro-Sell$3.44M
May 21, 2026Small Ian-Sell$4.30M
May 18, 2026Wupen Yuen PRESIDENT, GLOBAL BUS. UNITSSell$3.06M
May 18, 2026Retort Vincent SEE REMARKSSell$3.04M

Insider Transactions Trends

DateBuySell
2026 Q2-44
2026 Q1-62
2025 Q4-10
2025 Q3-19
2025 Q2-10

LITE Ownership FAQ

Who owns the most shares of Lumentum?

Lumentum’s largest shareholders are Blackrock funding, inc. /de (7.84M shares, 11.02%), Vanguard group (7.39M shares, 10.45%), and Fmr (7.19M shares, 10.11%). Together, they hold 31.58% 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?

Valliance asset management is Lumentum’s biggest shareholder by percentage of total assets invested, with 27.46% of its assets in 47.64K Lumentum shares, valued at 33.48M$.

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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