Lumentum Ownership | Who Owns Lumentum?
Lumentum Ownership Summary
Lumentum is owned by 111.69% institutional investors, 0.66% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.44% 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 | 111.69% | 0.66% | -12.35% |
| Sector | Technology Stocks | 50.72% | 12.57% | 36.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.96M | 11.44% | $1.30B |
| Vanguard group | 7.49M | 10.75% | $1.22B |
| Blackrock | 6.11M | 9.05% | $311.22M |
| Fmr | 5.93M | 8.52% | $965.36M |
| Capital world investors | 4.06M | 5.83% | $660.46M |
| Invesco | 2.24M | 3.22% | $364.37M |
| State street | 2.16M | 3.11% | $352.23M |
| Capital research global investors | 1.62M | 2.33% | $264.00M |
| Arrowstreet capital, limited partnership | 1.56M | 2.25% | $254.35M |
| Polar capital | 1.48M | 2.13% | $241.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Broad peak investment advisers pte | 433.78K | 19.69% | $70.58M |
| Foursixthree capital lp | 205.37K | 9.19% | $33.42M |
| Divisar capital management | 203.91K | 9.03% | $33.18M |
| Cavalry management group | 10.91K | 7.67% | $555.64K |
| Lightrock netherlands b.v. | 183.25K | 6.64% | $25.38M |
| Fenghe fund management pte. | 441.10K | 6.55% | $71.77M |
| Analog century management lp | 685.71K | 5.99% | $111.57M |
| Wt asset management | 710.21K | 5.33% | $115.56M |
| Ariose capital management | 97.61K | 5.33% | $15.88M |
| Headwater capital | 125.00K | 4.98% | $20.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 1.56M | 0.16% | 1.55M |
| Holocene advisors, lp | 838.31K | 0.31% | 838.31K |
| Norges bank | 821.47K | 0.01% | 821.47K |
| Jpmorgan chase | 983.88K | 0.01% | 792.25K |
| Jane street group | 833.10K | 0.02% | 747.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pointstate capital lp | - | - | -2.53M |
| Earnest partners | - | - | -1.69M |
| Capital world investors | 4.06M | 0.09% | -1.68M |
| Hood river capital management | 598.82K | 1.15% | -1.61M |
| Invesco | 2.24M | 0.06% | -1.59M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Holocene advisors, lp | 838.31K | 0.31% | 838.31K | $136.40M |
| Norges bank | 821.47K | 0.01% | 821.47K | $68.96M |
| Fenghe fund management pte. | 441.10K | 6.55% | 441.10K | $71.77M |
| Ardmore road asset management lp | 180.00K | 1.89% | 180.00K | $29.29M |
| Headwater capital | 125.00K | 4.98% | 125.00K | $20.34M |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Mather group, llc. | -1.00 |
| Keener financial planning | -1.00 |
| New wave wealth advisors | -1.00 |
| Plante moran financial advisors | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 412 | 1.48% | 72,961,364 | -4.08% | 106 | 0.84% | 173 | 1.17% | 138 | 8.66% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 4.41M | 6.35% | 1.05M |
| Capital Group New Economy Comp | 2.67M | 3.84% | 296.64K |
| American Funds New Economy A | 2.67M | 3.84% | 296.64K |
| iShares Core S&P Mid-Cap ETF | 2.26M | 3.23% | - |
| 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 | 2.80% | - |
| Vanguard Small Cap Index | 1.60M | 2.29% | -10.52K |
| Invesco Value Opportunities A | 1.53M | 2.19% | - |
| Fidelity Small Cap Value Fund | 1.46M | 2.10% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 19, 2025 | Wupen Yuen | PRESIDENT, GLOBAL BUS. UNITS | Sell | $212.87K |
| Nov 19, 2025 | Fletcher Pamela | - | Sell | $935.76K |
| Nov 18, 2025 | Wupen Yuen | PRESIDENT, GLOBAL BUS. UNITS | Sell | $201.97K |
| Nov 17, 2025 | Wupen Yuen | PRESIDENT, GLOBAL BUS. UNITS | Sell | $192.23K |
| Nov 17, 2025 | Kim Jae | SVP, GENERAL COUNSEL | Sell | $320.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 10 |
| 2025 Q3 | - | 19 |
| 2025 Q2 | - | 10 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 16 |
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