DOSSIER · 13F Holders · Q2 2026Technology · Communications Equipment, NEC
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LUMENTUM HLDGS INC

1,268 institutions still hold LUMENTUM HLDGS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55024U109·Communications Equipment, NEC·1,268 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$41.0B
visible holders
Holders
1,268
filers reporting
Concentration
19.29%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

Lumentum's Q2 2026 tracked ownership is led by Silverleafe Capital Partners, which holds about .6K, roughly 48% of the .90M snapshot, followed by MassMutual Private Wealth & Trust near 12%, Cedar Mountain Advisors near 10%, and Eastern Bank near 10%. The ownership signal is one of broadening: Silverleafe increased from 788 to 1,067 shares, MassMutual and Versant also added, and Eastern Bank opened a new 220-share position.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$7.9B9.2M0.12%Q2 2026
02
FMR LLC
CIK 0000315066
$5.0B7.2M0.27%Q1 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3.4B4.8M0.38%Q1 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3.3B4.7M0.43%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$3.3B4.6M0.08%Q1 2026
06
STATE STREET CORP
CIK 0000093751
$3.0B3.5M0.09%Q2 2026
07
Vanguard Portfolio Management
CIK 0002100121· Index
$2.6B3.7M0.14%Q1 2026
08
JPMORGAN CHASE & CO
CIK 0000019617
$1.9B2.9M0.12%Q1 2026
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$1.5B2.1M0.09%Q1 2026
10
UBS Group AG
CIK 0001610520
$1.5B2.1M0.22%Q1 2026
11
Capital World Investors
CIK 0001422849
$923M1.3M0.13%Q1 2026
12
PRICE T ROWE ASSOCIATES INC /MD/
CIK 0000080255
$921M1.3M0.11%Q1 2026
13
Invesco Ltd.
CIK 0000914208
$833M1.2M0.08%Q1 2026
14
HSBC HOLDINGS PLC
CIK 0000873630
$814M1.2M0.42%Q1 2026
15
Value Aligned Research Advisors, LLC
CIK 0001963565
$743M1.1M3.59%Q1 2026
16
GOLDMAN SACHS GROUP INC
CIK 0000886982
$724M1.0M0.08%Q1 2026
17
MORGAN STANLEY
CIK 0000895421
$722M1.0M0.04%Q1 2026
18
Marex Group plc
CIK 0001997464
$690M982K4.36%Q1 2026
19
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$685M974K0.10%Q1 2026
20
Polar Capital Holdings Plc
CIK 0001837309
$506M719K1.80%Q1 2026
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Insiders at LUMENTUM HLDGS INC
Fletcher PamelaHerscher PennyJohnson Julia SuzanneLillie BrianSmall IanThad TrentHarris Isaac HosojiroWupen Yuen