Lumentum Ownership | Who Owns Lumentum?
Lumentum Ownership Summary
Lumentum is owned by 121.25% institutional investors, 0.76% 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 | 121.25% | 0.76% | -22.01% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.38M | 10.81% | $619.75M |
| Blackrock funding, inc. /de | 7.40M | 10.63% | $703.32M |
| Fmr | 6.80M | 9.95% | $570.66M |
| Invesco | 6.71M | 9.83% | $563.48M |
| Blackrock | 6.11M | 9.05% | $311.22M |
| Capital world investors | 5.74M | 8.25% | $545.60M |
| Pointstate capital lp | 2.53M | 3.64% | $240.77M |
| Hood river capital management | 2.21M | 3.17% | $209.75M |
| State street | 2.07M | 3.06% | $105.18M |
| Atreides management, lp | 1.76M | 2.53% | $167.07M |
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 | 255.39K | 6.42% | $24.28M |
| Atreides management, lp | 1.76M | 4.64% | $167.07M |
| North growth management | 216.00K | 3.86% | $20.57M |
| Pointstate capital lp | 2.53M | 3.67% | $240.77M |
| Digitalbridge group | 372.06K | 3.48% | $35.37M |
| Hood river capital management | 2.21M | 2.93% | $209.75M |
| Avala global lp | 491.50K | 2.57% | $41.26M |
| Channing capital management | 948.33K | 2.51% | $90.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Polar capital | 1.64M | 0.82% | 1.48M |
| Hood river capital management | 2.21M | 2.93% | 994.55K |
| Blackrock funding, inc. /de | 7.40M | 0.01% | 938.41K |
| Norges bank | 821.47K | 0.01% | 821.47K |
| Driehaus capital management | 786.24K | 0.60% | 786.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 6.80M | 0.03% | -3.14M |
| Point72 asset management | 791.71K | 0.15% | -3.04M |
| Earnest partners | - | - | -1.69M |
| Swedbank ab | - | - | -1.50M |
| Ameriprise financial | 171.25K | 0.00% | -1.35M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 821.47K | 0.01% | 821.47K | $68.96M |
| Driehaus capital management | 786.24K | 0.60% | 786.24K | $74.74M |
| Avala global lp | 491.50K | 2.57% | 491.50K | $41.26M |
| William blair investment management | 359.70K | 0.09% | 359.70K | $34.19M |
| Rokos capital management llp | 329.06K | 0.14% | 329.06K | $31.28M |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| New wave wealth advisors | -1.00 |
| Activest wealth management | -1.00 |
| Keener financial planning | -1.00 |
| Mather group, llc. | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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% | -4.07K |
| Vanguard Total Stock Mkt Idx Inv | 2.07M | 2.97% | -43.60K |
| Vanguard US Total Market Shares ETF | 2.03M | 2.94% | -86.01K |
| Invesco Small Cap Value A | 1.96M | 2.82% | - |
| Vanguard Small Cap Index | 1.60M | 2.29% | -10.52K |
| Invesco Value Opportunities A | 1.53M | 2.20% | - |
| Fidelity Small Cap Value Fund | 1.46M | 2.10% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2025 | Wupen Yuen | PRESIDENT, CLOUD & NETWORKING | Sell | $409.67K |
| Aug 26, 2025 | Wupen Yuen | PRESIDENT, CLOUD & NETWORKING | Sell | $408.25K |
| Aug 26, 2025 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $314.21K |
| Aug 25, 2025 | Wupen Yuen | PRESIDENT, CLOUD & NETWORKING | Sell | $391.38K |
| Aug 22, 2025 | Kim Jae | SVP, GENERAL COUNSEL | Sell | $397.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 19 |
| 2025 Q2 | - | 10 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 16 |
| 2024 Q3 | - | - |
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