Lumentum Ownership | Who Owns Lumentum?
Lumentum Ownership Summary
Lumentum is owned by 72.57% institutional investors, 0.58% insiders, and 26.85% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.80% of LITE shares. American Funds SMALLCAP World A is the top mutual fund, with 4.23% of its assets in Lumentum shares.
LITE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lumentum | 72.57% | 0.58% | 26.85% |
| Sector | Technology Stocks | 35.18% | 13.13% | 51.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.34M | 11.80% | $3.08B |
| Vanguard group | 7.39M | 10.45% | $2.72B |
| Blackrock | 6.11M | 9.05% | $311.22M |
| Fmr | 5.93M | 8.52% | $965.36M |
| Capital world investors | 3.62M | 5.12% | $1.33B |
| Invesco | 2.24M | 3.22% | $364.37M |
| State street | 2.16M | 3.11% | $352.23M |
| Jpmorgan chase | 1.97M | 2.78% | $724.52M |
| Arrowstreet capital, limited partnership | 1.56M | 2.25% | $254.35M |
| Ubs group | 1.58M | 2.24% | $583.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Broad peak investment advisers pte | 193.58K | 12.79% | $71.35M |
| Foursixthree capital lp | 205.37K | 9.19% | $33.42M |
| Hel ved capital management | 91.39K | 9.05% | $33.68M |
| Divisar capital management | 203.91K | 9.03% | $33.18M |
| Situational awareness lp | 1.30M | 8.68% | $478.58M |
| Cavalry management group | 10.91K | 7.67% | $555.64K |
| Wt asset management | 498.42K | 7.30% | $183.71M |
| Analog century management lp | 685.71K | 5.99% | $111.57M |
| Aspex management (hk) | 681.96K | 5.08% | $251.36M |
| Headwater capital | 125.00K | 4.98% | $20.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 1.56M | 0.16% | 1.55M |
| Situational awareness lp | 1.30M | 8.68% | 1.30M |
| Norges bank | 1.29M | 0.05% | 1.29M |
| Ubs group | 1.58M | 0.09% | 1.20M |
| Jpmorgan chase | 1.97M | 0.05% | 981.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pointstate capital lp | - | - | -2.53M |
| Earnest partners | - | - | -1.69M |
| Hood river capital management | 598.82K | 1.15% | -1.61M |
| Invesco | 2.24M | 0.06% | -1.59M |
| Atreides management, lp | 656.96K | 2.08% | -1.10M |
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 |
| Holocene advisors, lp | 838.31K | 0.31% | 838.31K | $136.40M |
| Aspex management (hk) | 681.96K | 5.08% | 681.96K | $251.36M |
| Ardmore road asset management lp | 180.00K | 1.89% | 180.00K | $29.29M |
Sold Out
| Holder | Change |
|---|---|
| New wave wealth advisors | -1.00 |
| True wealth design | -1.00 |
| Keener financial planning | -1.00 |
| Mma asset management | -1.00 |
| Mather group, llc. | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 443 | 6.49% | 71,392,396 | -2.52% | 104 | 0.91% | 233 | 33.91% | 107 | -23.02% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.02M | 4.23% | -1.02M |
| iShares Core S&P Mid-Cap ETF | 2.29M | 3.21% | 142.80K |
| Vanguard Total Stock Mkt Idx Inv | 2.23M | 3.13% | 4.85K |
| Vanguard US Total Market Shares ETF | 2.03M | 2.94% | -86.01K |
| Invesco Small Cap Value A | 1.96M | 2.80% | - |
| Vanguard Small Cap Index | 1.61M | 2.25% | -237.00 |
| Invesco Value Opportunities A | 1.53M | 2.19% | - |
| Fidelity Small Cap Value Fund | 1.46M | 2.10% | - |
| Capital Group New Economy Comp | 1.37M | 1.92% | - |
| American Funds New Economy A | 1.37M | 1.92% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 27, 2026 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $137.10K |
| Feb 27, 2026 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $340.74K |
| Feb 27, 2026 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $288.30K |
| Feb 27, 2026 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $135.56K |
| Feb 27, 2026 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $109.85K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 49 |
| 2025 Q4 | - | 10 |
| 2025 Q3 | - | 19 |
| 2025 Q2 | - | 10 |
| 2025 Q1 | - | 2 |
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