MetaCap

Who Owns Lumentum Stock?

NASDAQ: LITETelecommunicationsTelecommunications EquipmentUSD

1,103.36+54.76 (+5.22%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

After hours: 1,105.00 +0.15%

Ownership breakdown

Held by institutions
93.79%
Institutional holders
1,830
  • Institutions 93.8%
  • Insiders 0.6%
  • Public and other 5.7%

Who owns Lumentum stock?

Institutional investors own about 93.8% of Lumentum's shares, spread across 1,830 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.56% of LITE.

The largest institutional holders are Blackrock Inc. (10.23%), Vanguard Capital Management LLC (5.66%) and Vanguard Portfolio Management LLC (4.56%). Together, the top 10 institutions control 42.4% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their LITE positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of LITE

Lumentum top institutional holders
InstitutionShares% HeldChange
Blackrock Inc.9.18M10.23%+17.1%
Vanguard Capital Management LLC5.08M5.66%+9.4%
Vanguard Portfolio Management LLC4.09M4.56%+10.6%
JPMORGAN CHASE & CO4.06M4.53%+38.0%
FMR, LLC3.52M3.92%-51.0%
State Street Corporation3.45M3.85%+13.7%
Invesco Ltd.3.18M3.54%+170.0%
Geode Capital Management, LLC2.25M2.50%+5.5%
Jupiter Topco LLC1.89M2.11%+100.0%
Arrowstreet Capital, Limited Partnership1.37M1.53%+238.5%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of LITE

Lumentum top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.47M2.75%
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.02M2.25%
VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund1.69M1.88%
Invesco QQQ Trust, Series 11.67M1.87%
JPMorgan Trust II-JPMorgan Large Cap Growth Fund1.10M1.23%
iShares Trust-iShares Core S&P 500 ETF1.04M1.15%
Fidelity Concord Street Trust-Fidelity 500 Index Fund1.01M1.13%
SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust952.84K1.06%
VANGUARD INDEX FUNDS-Vanguard Growth Index Fund885.63K0.99%
SmallCap World Fund Inc813.86K0.91%

Frequently asked questions

Who is the largest shareholder of Lumentum?

Blackrock Inc. is the largest institutional shareholder of LITE, owning 10.23% of shares outstanding (9.18M shares) as of its latest 13F filing.

What percentage of Lumentum is owned by institutions?

Institutions own about 93.8% of LITE shares and 94.3% of the public float.

How much of Lumentum do insiders own?

Insiders, such as officers and directors, own about 0.56% of LITE shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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