Lumentum Ownership | Who Owns Lumentum?
Lumentum Ownership Summary
Lumentum is owned by 116.18% institutional investors, 0.47% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.84% 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 | 116.18% | 0.47% | -16.66% |
| Sector | Technology Stocks | 78.08% | 15.01% | 6.91% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.18M | 12.84% | $7.88B |
| Vanguard group | 7.39M | 10.45% | $2.72B |
| Blackrock | 6.11M | 9.05% | $311.22M |
| Vanguard capital management | 5.08M | 7.10% | $4.36B |
| Jpmorgan chase | 4.06M | 5.68% | $3.46B |
| Fmr | 3.52M | 4.92% | $3.02B |
| State street | 3.45M | 4.83% | $2.96B |
| Invesco | 3.18M | 4.44% | $2.73B |
| Geode capital management | 2.25M | 3.14% | $1.92B |
| Arrowstreet capital, limited partnership | 1.37M | 1.92% | $1.18B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grand alliance asset management | 31.27K | 16.11% | $26.84M |
| Alpine investment management | 48.74K | 10.17% | $41.83M |
| Wt asset management | 576.52K | 9.79% | $494.69M |
| Foursixthree capital lp | 205.37K | 9.19% | $33.42M |
| Broad peak investment advisers pte | 56.93K | 8.98% | $48.85M |
| Situational awareness lp | 1.30M | 8.68% | $478.58M |
| Q fund management (hong kong) | 8.72K | 8.14% | $8.47M |
| Tairen capital | 106.96K | 8.11% | $91.78M |
| Cavalry management group | 10.91K | 7.67% | $555.64K |
| Incline global management | 30.91K | 7.44% | $26.53M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 3.18M | 0.22% | 2.00M |
| Blackrock funding, inc. /de | 9.18M | 0.12% | 1.34M |
| Situational awareness lp | 1.30M | 8.68% | 1.30M |
| Norges bank | 1.17M | 0.10% | 1.17M |
| Jpmorgan chase | 4.06M | 0.19% | 1.12M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.52M | 0.13% | -3.67M |
| Pointstate capital lp | - | - | -2.53M |
| Earnest partners | - | - | -1.69M |
| Ubs group | 346.06K | 0.04% | -1.07M |
| Channing capital management | - | - | -948.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Situational awareness lp | 1.30M | 8.68% | 1.30M | $478.58M |
| Norges bank | 1.17M | 0.10% | 1.17M | $1.00B |
| Sixth street partners management company | 983.93K | 0.11% | 983.93K | $844.27M |
| Winslow capital management | 595.56K | 1.76% | 595.56K | $511.03M |
| Jericho capital asset management | 472.24K | 3.35% | 472.24K | $405.21M |
Sold Out
| Holder | Change |
|---|---|
| Mma asset management | -1.00 |
| Goalvest advisory | -1.00 |
| Trifecta capital advisors | -1.00 |
| Keener financial planning | -1.00 |
| Plante moran financial advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 1,387 | 19.67% | 83,071,596 | 7.59% | 116 | 0.99% | 899 | 27.16% | 324 | -2.41% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.29M | 3.21% | 144.19K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.47M | 3.18% | 197.58K |
| Vanguard Total Stock Mkt Idx Inv | 2.47M | 3.18% | 197.58K |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.85M | 3.14% | 375.63K |
| 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 | 2.33M | 2.57% | 258.74K |
| Invesco Value Opportunities A | 1.53M | 2.19% | - |
| Vanguard Morn Mid Cap Index Instl | 1.69M | 2.17% | 911.40K |
| Vanguard Mid Cap Index Institutional | 1.69M | 2.17% | 911.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 01, 2026 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $25.73M |
| Sep 28, 2026 | Wupen Yuen | PRESIDENT, GLOBAL BUS. UNITS | Sell | $474.25K |
| Sep 29, 2026 | Wupen Yuen | PRESIDENT, GLOBAL BUS. UNITS | Sell | $290.12K |
| Sep 24, 2026 | Wupen Yuen | PRESIDENT, GLOBAL BUS. UNITS | Sell | $460.54K |
| Sep 25, 2026 | Wupen Yuen | PRESIDENT, GLOBAL BUS. UNITS | Sell | $467.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | 1 |
| 2026 Q3 | - | 68 |
| 2026 Q2 | - | 44 |
| 2026 Q1 | - | 62 |
| 2025 Q4 | - | 10 |
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