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Lumentum Ownership | Who Owns Lumentum?

OverviewForecastRevenueFinancialsChartTranscripts

Lumentum Ownership Summary

Lumentum is owned by 112.69% institutional investors, 0.82% insiders. Fmr is the largest institutional shareholder, holding 13.64% of LITE shares. Invesco Small Cap Value A is the top mutual fund, with 4.51% of its assets in Lumentum shares.

LITE Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLumentum112.69%0.82%-13.50%
SectorTechnology Stocks 52.86%10.49%36.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Invesco Small Cap Value A3.10M4.51%-
Invesco Value Opportunities A2.43M3.54%-
iShares Core S&P Mid-Cap ETF2.14M3.12%1.15K
Fidelity Small Cap Value Fund2.09M3.05%226.69K
Vanguard Total Stock Mkt Idx Inv2.02M2.94%-10.34K
Capital Group New Economy Comp1.66M2.42%1.66M
American Funds New Economy A1.66M2.42%1.66M
Vanguard Small Cap Index1.62M2.36%3.15K
Vanguard Information Technology ETF1.43M2.08%6.44K
Fidelity Value1.33M1.94%-44.40K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 13, 2024Sepe Matthew Joseph CHIEF ACCOUNTING OFFICERSell$715.86K
Nov 12, 2024COVERT HAROLD L-Sell$1.31M
Feb 15, 2024Sepe Matthew Joseph CHIEF ACCOUNTING OFFICERSell$487.56K
Nov 20, 2023Johnson Julia Suzanne-Sell$51.37K
Jun 20, 2023Ali Wajid EVP & Chief Financial OfficerSell$415.76K

Insider Transactions Trends

DateBuySell
2024 Q4-2
2024 Q3--
2024 Q2--
2024 Q1-1
2023 Q4-1

LITE Ownership FAQ

Who owns the most shares of Lumentum?

Lumentum’s largest shareholders are Fmr (9.21M shares, 13.64%), Vanguard group (7.45M shares, 11.04%), and Invesco (6.27M shares, 9.29%). Together, they hold 33.97% of Lumentum’s total shares outstanding.

Does Blackrock own Lumentum?

Yes, BlackRock owns 9.05% of Lumentum, totaling 6.11M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 311.22M$. In the last quarter, BlackRock increased its holdings by 46.83K shares, a 0.77% change.

Who is Lumentum’s biggest shareholder by percentage of total assets invested?

Divisar capital management is Lumentum’s biggest shareholder by percentage of total assets invested, with 9.28% of its assets in 961.57K Lumentum shares, valued at 48.96M$.

Who is the top mutual fund holder of Lumentum shares?

Invesco Small Cap Value A is the top mutual fund holder of Lumentum shares, with 4.51% of its total shares outstanding invested in 3.1M Lumentum shares.

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