Lumentum Ownership | Who Owns Lumentum?
Lumentum Ownership Summary
Lumentum is owned by 104.53% institutional investors, 0.97% insiders. Vanguard group is the largest institutional shareholder, holding 10.81% of LITE shares. American Funds SMALLCAP World A is the top mutual fund, with 3.36% of its assets in Lumentum shares.
LITE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lumentum | 104.53% | 0.97% | -5.50% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.38M | 10.81% | $619.75M |
| Fmr | 6.80M | 9.95% | $570.66M |
| Blackrock funding, inc. /de | 6.72M | 9.83% | $563.79M |
| Invesco | 6.71M | 9.83% | $563.48M |
| Blackrock | 6.11M | 9.05% | $311.22M |
| Capital world investors | 3.60M | 5.27% | $302.23M |
| Point72 asset management | 2.95M | 4.32% | $247.89M |
| State street | 2.07M | 3.06% | $105.18M |
| Atreides management, lp | 1.76M | 2.57% | $147.36M |
| Alliancebernstein | 1.71M | 2.51% | $143.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Divisar capital management | 457.76K | 8.34% | $38.43M |
| Cavalry management group | 10.91K | 7.67% | $555.64K |
| Hel ved capital management | 226.64K | 5.57% | $19.03M |
| Valliance asset management | 25.00K | 3.77% | $2.10M |
| North growth management | 216.00K | 3.43% | $18.09M |
| Atreides management, lp | 1.76M | 3.23% | $147.36M |
| Avala global lp | 491.50K | 2.57% | $41.26M |
| Collaborative management lp | 24.00K | 2.48% | $1.22M |
| Shellback capital, lp | 412.00K | 2.38% | $34.59M |
| Tairen capital | 191.65K | 2.37% | $16.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 3.60M | 0.05% | 1.87M |
| Norges bank | 821.47K | 0.01% | 821.47K |
| Nuveen asset management | 1.23M | 0.03% | 610.94K |
| Blackrock funding, inc. /de | 6.72M | 0.01% | 555.88K |
| Capital research global investors | 505.24K | 0.01% | 505.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 6.80M | 0.03% | -3.14M |
| Earnest partners | - | - | -1.69M |
| Swedbank ab | - | - | -1.50M |
| Ameriprise financial | 171.25K | 0.00% | -1.35M |
| Point72 asset management | 2.95M | 0.55% | -1.04M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 821.47K | 0.01% | 821.47K | $68.96M |
| Capital research global investors | 505.24K | 0.01% | 505.24K | $42.41M |
| Avala global lp | 491.50K | 2.57% | 491.50K | $41.26M |
| Hood river capital management | 390.83K | 0.48% | 390.83K | $32.81M |
| Davidson kempner capital management lp | 249.65K | 0.48% | 249.65K | $20.96M |
Sold Out
| Holder | Change |
|---|---|
| Plante moran financial advisors | -1.00 |
| Mv capital management | -1.00 |
| Keener financial planning | -1.00 |
| Mather group, llc. | -1.00 |
| Trust co of vermont | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 405 | 3.05% | 76,063,871 | 1.42% | 112 | 0.91% | 172 | -8.51% | 126 | 28.57% |
| Mar 31, 2024 | 393 | 3.15% | 74,999,333 | 6.97% | 111 | 1.02% | 188 | 43.51% | 98 | -32.88% |
| Dec 31, 2023 | 381 | -3.05% | 70,115,541 | 4.33% | 104 | 1.03% | 131 | -17.09% | 146 | 8.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 2.31M | 3.36% | 2.31M |
| iShares Core S&P Mid-Cap ETF | 2.26M | 3.26% | 740.00 |
| Vanguard Total Stock Mkt Idx Inv | 2.08M | 3.00% | 1.32K |
| Vanguard US Total Market Shares ETF | 2.03M | 2.94% | -86.01K |
| Invesco Small Cap Value A | 2.00M | 2.89% | - |
| Capital Group New Economy Comp | 1.66M | 2.42% | - |
| American Funds New Economy A | 1.66M | 2.42% | - |
| Vanguard Small Cap Index | 1.67M | 2.41% | 1.36K |
| Invesco Value Opportunities A | 1.43M | 2.07% | - |
| Vanguard Information Technology ETF | 1.20M | 1.73% | 2.88K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 18, 2025 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $86.56K |
| Feb 18, 2025 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $83.60K |
| Nov 29, 2024 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $1.12M |
| Nov 29, 2024 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $932.85K |
| Nov 29, 2024 | Ali Wajid | EVP & CHIEF FINANCIAL OFFICER | Sell | $487.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 16 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
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