LUMENTUM HOLDINGS INC (LITE) Institutional Ownership Changes & 13F Activity
LUMENTUM HOLDINGS INC (LITE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Assenagon Asset Management S.A., Value Aligned Research Advisors, Llc, Citadel Advisors Llc, Harvest Fund Management Co., Ltd, and California State Teachers Retirement System.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +577 | +10.8% | 5,923 | $5.08M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +246 | +0.6% | 38,723 | $33.23M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +129 | +169.7% | 205 | $175.90K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -38,143 | -27.1% | 102,604 | $88.04M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +4,328 | +11.3% | 42,721 | $36.66M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +7 | +116.7% | 13 | $11.15K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +5,368 | +108.4% | 10,318 | $8.85M | Q2 2026 | Aug 27, 2026 |
| Optimize Financial Inc | Sell | -16 | -0.3% | 4,790 | $4.11M | Q2 2026 | Aug 27, 2026 |
| Wellington Grp Llc | Buy | +640 | — | 640 | $549.16K | Q2 2026 | Aug 26, 2026 |
| Groupe La Francaise | Buy | +9,146 | — | 9,146 | $7.26M | Q2 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Buy | +25,465 | +31.0% | 107,495 | $92.24M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Buy | +14 | +7.2% | 209 | $179.34K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -542,430 | -84.2% | 101,832 | $87.38M | Q2 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Buy | +3,710 | +327.4% | 4,843 | $4.16M | Q2 2026 | Aug 21, 2026 |
| Harvest Fund Management Co., Ltd | Buy | +26,692 | +747.0% | 30,265 | $25.95M | Q2 2026 | Aug 20, 2026 |
| Spx Gestao De Recursos Ltda | Buy | +8,875 | — | 8,875 | $7.62M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +5,744 | +28.2% | 26,138 | $22.43M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -463 | -49.8% | 467 | $400.71K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +390 | +130.0% | 690 | $592.06K | Q2 2026 | Aug 19, 2026 |
| Liontrust Investment Partners Llp | Sell | -12,412 | -72.3% | 4,749 | $4.07M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +7,805 | +73.8% | 18,377 | $15.65M | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +1,256 | — | 1,256 | $1.07M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +581 | +46.7% | 1,826 | $1.57M | Q2 2026 | Aug 18, 2026 |
| Concorde Asset Management, Llc | Buy | +271 | — | 271 | $232.53K | Q2 2026 | Aug 18, 2026 |
| Kimelman & Baird, Llc | Sell | -120 | -5.1% | 2,254 | $1.93M | Q2 2026 | Aug 18, 2026 |
| Denver Pwm, Llc | Buy | +5 | +0.4% | 1,392 | $1.29M | Q2 2026 | Aug 18, 2026 |
| Value Aligned Research Advisors, Llc | Sell | -322,573 | -30.5% | 734,687 | $630.41M | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Buy | +18,301 | +2091.5% | 19,176 | $16.45M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +7,005 | +41205.9% | 7,022 | $6.03M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +4,289 | +20.4% | 25,300 | $21.71M | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about LITE activity
Which institutional owners are buying LITE?
Institutional owners buying LITE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LITE activity?
"Buy" means an investor increased their reported position in LITE compared to the prior reporting period. This reflects growing exposure to LUMENTUM HOLDINGS INC (LITE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LITE increasing?
Institutional interest in LITE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related LITE Institutional Insights
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