Lumentum Ownership | Who Owns Lumentum?

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Lumentum Ownership Summary

Lumentum is owned by 116.16% institutional investors, 0.86% insiders. Vanguard group is the largest institutional shareholder, holding 10.81% of LITE shares. American Funds SMALLCAP World A is the top mutual fund, with 6.35% of its assets in Lumentum shares.

LITE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lumentum	116.16%	0.86%	-17.02%
Sector	Technology Stocks	38.43%	12.63%	48.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	7.38M	10.81%	$619.75M
Fmr	6.80M	9.95%	$570.66M
Blackrock funding, inc. /de	6.72M	9.83%	$563.79M
Invesco	6.71M	9.83%	$563.48M
Blackrock	6.11M	9.05%	$311.22M
Capital world investors	3.60M	5.27%	$302.23M
Point72 asset management	2.95M	4.32%	$247.89M
State street	2.07M	3.06%	$105.18M
Atreides management, lp	1.76M	2.57%	$147.36M
Alliancebernstein	1.71M	2.51%	$143.72M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Divisar capital management	457.76K	8.34%	$38.43M
Cavalry management group	10.91K	7.67%	$555.64K
Hel ved capital management	226.64K	5.57%	$19.03M
North growth management	216.00K	3.43%	$18.09M
Atreides management, lp	1.76M	3.23%	$147.36M
Avala global lp	491.50K	2.57%	$41.26M
Collaborative management lp	24.00K	2.48%	$1.22M
Shellback capital, lp	412.00K	2.38%	$34.59M
Digitalbridge group	378.27K	2.32%	$31.76M
Front street capital management	116.50K	1.70%	$9.78M

Top Buyers

Holder	Shares	% Assets	Change
Capital world investors	3.60M	0.05%	1.87M
Norges bank	821.47K	0.01%	821.47K
Nuveen asset management	1.23M	0.03%	610.94K
Blackrock funding, inc. /de	6.72M	0.01%	555.88K
Capital research global investors	505.24K	0.01%	505.24K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	6.80M	0.03%	-3.14M
Earnest partners	-	-	-1.69M
Swedbank ab	-	-	-1.50M
Ameriprise financial	171.25K	0.00%	-1.35M
Point72 asset management	2.95M	0.55%	-1.04M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	821.47K	0.01%	821.47K	$68.96M
Capital research global investors	505.24K	0.01%	505.24K	$42.41M
Avala global lp	491.50K	2.57%	491.50K	$41.26M
Hood river capital management	390.83K	0.48%	390.83K	$32.81M
Davidson kempner capital management lp	249.65K	0.48%	249.65K	$20.96M

Sold Out

Holder	Change
Plante moran financial advisors	-1.00
Mather group, llc.	-1.00
Keener financial planning	-1.00
New wave wealth advisors	-1.00
Mv capital management	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	443	-8.09%	80,496,267	7.70%	116	0.99%	219	-12.75%	132	9.09%
Dec 31, 2024	443	6.49%	71,392,396	-2.52%	104	0.91%	233	33.91%	107	-23.02%
Sep 30, 2024	412	1.48%	72,961,364	-4.08%	106	0.84%	173	1.17%	138	8.66%
Jun 30, 2024	405	3.05%	76,063,871	1.42%	112	0.91%	172	-8.51%	126	28.57%
Mar 31, 2024	393	3.15%	74,999,333	6.97%	111	1.02%	188	43.51%	98	-32.88%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	4.41M	6.35%	1.05M
American Funds New Economy A	2.67M	3.84%	296.64K
Capital Group New Economy Comp	2.67M	3.84%	296.64K
iShares Core S&P Mid-Cap ETF	2.26M	3.26%	1.18K
Vanguard Total Stock Mkt Idx Inv	2.11M	3.04%	1.59K
Vanguard US Total Market Shares ETF	2.03M	2.94%	-86.01K
Invesco Small Cap Value A	1.96M	2.82%	542.91K
Vanguard Small Cap Index	1.66M	2.39%	8.47K
Invesco Value Opportunities A	1.53M	2.20%	547.59K
Fidelity Small Cap Value Fund	1.46M	2.10%	551.94K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 23, 2025	Wupen Yuen	PRESIDENT, CLOUD & NETWORKING	Sell	$26.48K
Jul 22, 2025	Wupen Yuen	PRESIDENT, CLOUD & NETWORKING	Sell	$27.23K
Jul 21, 2025	Wupen Yuen	PRESIDENT, CLOUD & NETWORKING	Sell	$26.99K
Jun 26, 2025	LOWE ALAN S	-	Sell	$1.87M
Jun 18, 2025	LOWE ALAN S	-	Sell	$1.77M

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	3
2025 Q2	-	10
2025 Q1	-	2
2024 Q4	-	16
2024 Q3	-	-

LITE Ownership FAQ

Who owns the most shares of Lumentum?

Lumentum’s largest shareholders are Vanguard group (7.38M shares, 10.81%), Fmr (6.8M shares, 9.95%), and Blackrock funding, inc. /de (6.72M shares, 9.83%). Together, they hold 30.59% 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?

Divisar capital management is Lumentum’s biggest shareholder by percentage of total assets invested, with 8.34% of its assets in 457.76K Lumentum shares, valued at 38.43M$.

Who is the top mutual fund holder of Lumentum shares?

American Funds SMALLCAP World A is the top mutual fund holder of Lumentum shares, with 6.35% of its total shares outstanding invested in 4.41M Lumentum shares.

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