Lumentum Ownership | Who Owns Lumentum?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lumentum | 58.58% | 0.56% | 40.86% |
| Sector | Technology Stocks | 35.93% | 15.14% | 48.93% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.84M | 11.02% | $5.51B |
| Vanguard group | 7.39M | 10.45% | $2.72B |
| Fmr | 7.19M | 10.11% | $5.05B |
| Blackrock | 6.11M | 9.05% | $311.22M |
| State street | 3.04M | 4.27% | $2.14B |
| Jpmorgan chase | 2.94M | 4.14% | $1.93B |
| Geode capital management | 2.13M | 2.99% | $1.49B |
| Ubs group | 1.41M | 1.99% | $992.72M |
| Wt asset management | 1.38M | 1.94% | $969.91M |
| Capital world investors | 1.31M | 1.85% | $923.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Valliance asset management | 47.64K | 27.46% | $33.48M |
| Grand alliance asset management | 53.00K | 22.55% | $37.25M |
| Wt asset management | 1.38M | 20.32% | $969.91M |
| Anatole investment management | 195.68K | 19.20% | $137.52M |
| Ai-squared management | 36.32K | 18.58% | $25.52M |
| M & l capital management | 52.03K | 12.07% | $44.64M |
| Anglepoint asset management | 21.68K | 10.77% | $15.24M |
| Trivest advisors | 212.00K | 10.73% | $148.99M |
| Broad peak investment advisers pte | 73.58K | 10.49% | $51.71M |
| Panoramic capital | 19.19K | 9.47% | $13.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Situational awareness lp | 1.30M | 8.68% | 1.30M |
| Norges bank | 1.29M | 0.05% | 1.29M |
| Jpmorgan chase | 2.94M | 0.12% | 975.78K |
| State street | 3.04M | 0.07% | 909.99K |
| Wt asset management | 1.38M | 20.32% | 881.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pointstate capital lp | - | - | -2.53M |
| Capital world investors | 1.31M | 0.13% | -2.30M |
| Fmr | 7.19M | 0.27% | -2.15M |
| Earnest partners | - | - | -1.69M |
| Arrowstreet capital, limited partnership | 404.87K | 0.15% | -1.45M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Situational awareness lp | 1.30M | 8.68% | 1.30M | $478.58M |
| Norges bank | 1.29M | 0.05% | 1.29M | $474.50M |
| Marex group | 857.17K | 3.81% | 857.17K | $602.39M |
| Clear street group | 414.17K | 1.18% | 414.17K | $291.06M |
| Vanguard fiduciary trust | 402.56K | 0.07% | 402.56K | $282.90M |
Sold Out
| Holder | Change |
|---|---|
| Godsey & gibb | -1.00 |
| Plante moran financial advisors | -1.00 |
| Mma asset management | -1.00 |
| Keener financial planning | -1.00 |
| Trust co of vermont | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Mar 31, 2025 | 443 | -8.09% | 80,496,267 | 7.70% | 116 | 0.99% | 219 | -12.75% | 132 | 9.09% |
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 US Total Market Shares ETF | 2.03M | 2.94% | -86.01K |
| Invesco Small Cap Value A | 1.96M | 2.80% | - |
| Vanguard 500 Index Investor | 2.02M | 2.60% | 154.65K |
| Invesco Value Opportunities A | 1.53M | 2.19% | - |
| Vanguard Mid Cap Index Institutional | 1.69M | 2.17% | 911.40K |
| Invesco QQQ Trust | 1.65M | 2.12% | -12.90K |
| Fidelity Small Cap Value Fund | 1.46M | 2.10% | - |
| Capital Group New Economy Comp | 1.37M | 1.92% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 02, 2026 | Harris Isaac Hosojiro | - | Sell | $1.42M |
| May 29, 2026 | Harris Isaac Hosojiro | - | Sell | $3.44M |
| May 21, 2026 | Small Ian | - | Sell | $4.30M |
| May 18, 2026 | Wupen Yuen | PRESIDENT, GLOBAL BUS. UNITS | Sell | $3.06M |
| May 18, 2026 | Retort Vincent | SEE REMARKS | Sell | $3.04M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | 44 |
| 2026 Q1 | - | 62 |
| 2025 Q4 | - | 10 |
| 2025 Q3 | - | 19 |
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