LITE Institutional Holdings
Lumentum · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $6.5B
VANGUARD PORTFOLIO MANAGEMENT LLC $2.6B
Marex Group plc $605M
HSBC HOLDINGS PLC $479M
Anther Capital Ltd $371M
↑ Increased (5)
Daiwa Securities Group Inc. +2446749.2%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND +853686.7%
CWM, LLC +704646.8%
WHITTIER TRUST CO OF NEVADA INC +652851.2%
BERKSHIRE CAPITAL HOLDINGS INC +609047.6%
↓ Decreased (5)
GW&K Investment Management, LLC -99.9%
EMERALD MUTUAL FUND ADVISERS TRUST -97.3%
EMERALD ADVISERS, LLC -96.1%
ALGERT GLOBAL LLC -95.7%
CASTLEARK MANAGEMENT LLC -95.3%
↓ Exited Positions (5)
VANGUARD GROUP INC $2.7B
Situational Awareness LP $479M
TWO SIGMA ADVISERS, LP $57M
KEYSTONE INVESTORS PTE LTD $41M
K2 PRINCIPAL FUND, L.P. $40M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 9.3M | $6.5B |
| 2 | BlackRock, Inc. | 39.4M | $5.7B |
| 3 | FMR LLC | 28.0M | $5.2B |
| 4 | Linden Advisors LP | 459.4M | $3.0B |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $2.6B |
| 6 | STATE STREET CORP | 42.6M | $2.4B |
| 7 | JPMORGAN CHASE & CO | 5.0M | $1.9B |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $1.5B |
| 9 | Sculptor Capital LP | 202.4M | $1.5B |
| 10 | MORGAN STANLEY | 13.9M | $1.3B |
| 11 | MILLENNIUM MANAGEMENT LLC | 181.9M | $1.1B |
| 12 | UBS Group AG | 1.6M | $994M |
| 13 | WT Asset Management Ltd | 1.4M | $970M |
| 14 | WHITEBOX ADVISORS LLC | 103.2M | $965M |
| 15 | Balyasny Asset Management L.P. | 146.7M | $929M |
| 16 | Capital World Investors | 1.3M | $923M |
| 17 | Invesco Ltd. | 1.2M | $827M |
| 18 | D. E. Shaw & Co., Inc. | 79.9M | $815M |
| 19 | GOLDMAN SACHS GROUP INC | 5.2M | $808M |
| 20 | JANUS HENDERSON GROUP PLC | 1.1M | $797M |
| 21 | CAPSTONE INVESTMENT ADVISORS, LLC | 74.3M | $753M |
| 22 | Value Aligned Research Advisors, LLC | 1.1M | $743M |
| 23 | JANE STREET GROUP, LLC | 4.5M | $700M |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 974K | $685M |
| 25 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 238.9M | $611M |
| 26 | Marex Group plc | 906K | $605M |
| 27 | BANK OF MONTREAL /CAN/ | 41.5M | $566M |
| 28 | BARCLAYS PLC | 58.4M | $563M |
| 29 | BNP PARIBAS FINANCIAL MARKETS | 22.1M | $541M |
| 30 | Polar Capital Holdings Plc | 719K | $506M |
| 31 | HSBC HOLDINGS PLC | 871K | $479M |
| 32 | Assenagon Asset Management S.A. | 644K | $453M |
| 33 | SCHRODER INVESTMENT MANAGEMENT GROUP | 606K | $426M |
| 34 | FULLER & THALER ASSET MANAGEMENT, INC. | 588K | $413M |
| 35 | TWO SIGMA INVESTMENTS, LP | 13.6M | $412M |
| 36 | BANK OF AMERICA CORP /DE/ | 1.9M | $410M |
| 37 | NORTHERN TRUST CORP | 578K | $406M |
| 38 | TENOR CAPITAL MANAGEMENT Co., L.P. | 55.1M | $390M |
| 39 | Nuveen, LLC | 547K | $384M |
| 40 | DEUTSCHE BANK AG\ | 545K | $383M |
| 41 | Capital Research Global Investors | 531K | $373M |
| 42 | Anther Capital Ltd | 528K | $371M |
| 43 | VOYA INVESTMENT MANAGEMENT LLC | 15.4M | $353M |
| 44 | Bank of New York Mellon Corp | 798K | $323M |
| 45 | CITIGROUP INC | 5.1M | $305M |
| 46 | Clear Street Group Inc. | 414K | $291M |
| 47 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 405K | $285M |
| 48 | VANGUARD FIDUCIARY TRUST CO | 403K | $283M |
| 49 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 400K | $281M |
| 50 | AQR CAPITAL MANAGEMENT LLC | 381K | $264M |
| 51 | DIMENSIONAL FUND ADVISORS LP | 359K | $252M |
| 52 | WELLS FARGO & COMPANY/MN | 901K | $244M |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 347K | $244M |
| 54 | Swedbank AB | 332K | $234M |
| 55 | Point72 Asset Management, L.P. | 23.8M | $232M |
| 56 | Calamos Advisors LLC | 24.7M | $231M |
| 57 | AMERIPRISE FINANCIAL INC | 321K | $225M |
| 58 | CSS LLC/IL | 40.5M | $217M |
| 59 | MARSHALL WACE, LLP | 300K | $211M |
| 60 | FRANKLIN RESOURCES INC | 299K | $210M |
| 61 | FEDERATED HERMES, INC. | 287K | $202M |
| 62 | GF FUND MANAGEMENT CO. LTD. | 284K | $199M |
| 63 | 1832 Asset Management L.P. | 283K | $199M |
| 64 | Hood River Capital Management LLC | 276K | $194M |
| 65 | Legal & General Group Plc | 272K | $191M |
| 66 | TORONTO DOMINION BANK | 272K | $191M |
| 67 | Atreides Management, LP | 267K | $188M |
| 68 | OBERWEIS ASSET MANAGEMENT INC/ | 266K | $187M |
| 69 | SOROS FUND MANAGEMENT LLC | 31.6M | $187M |
| 70 | ROYAL BANK OF CANADA | 270K | $168M |
| 71 | Driehaus Capital Management LLC | 229K | $161M |
| 72 | Amundi | 228K | $160M |
| 73 | MACKAY SHIELDS LLC | 29.0M | $159M |
| 74 | Robeco Schweiz AG | 215K | $151M |
| 75 | Blue Whale Capital LLP | 212K | $149M |
| 76 | Trivest Advisors Ltd | 212K | $149M |
| 77 | E Fund Management Co., Ltd. | 209K | $147M |
| 78 | Swiss National Bank | 208K | $146M |
| 79 | NEUBERGER BERMAN GROUP LLC | 207K | $145M |
| 80 | Squarepoint Ops LLC | 205K | $144M |
| 81 | RENAISSANCE TECHNOLOGIES LLC | 203K | $143M |
| 82 | Avala Global LP | 202K | $142M |
| 83 | E20 Capital Ltd | 213K | $141M |
| 84 | Panoramic Hills Capital Ltd | 200K | $141M |
| 85 | CloudAlpha Capital Management Limited/Hong Kong | 198K | $139M |
| 86 | NATIONAL BANK OF CANADA /FI/ | 198K | $139M |
| 87 | Anatole Investment Management Ltd | 196K | $138M |
| 88 | RAYMOND JAMES FINANCIAL INC | 179K | $126M |
| 89 | Mitsubishi UFJ Asset Management Co., Ltd. | 174K | $123M |
| 90 | WELLINGTON MANAGEMENT GROUP LLP | 169K | $119M |
| 91 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 160K | $113M |
| 92 | Analog Century Management LP | 158K | $111M |
| 93 | TREMBLANT CAPITAL GROUP | 153K | $107M |
| 94 | Castle Hook Partners LP | 151K | $106M |
| 95 | Vanguard Global Advisers, LLC | 151K | $106M |
| 96 | FIL Ltd | 146K | $103M |
| 97 | Sumitomo Mitsui Trust Group, Inc. | 141K | $99M |
| 98 | CITADEL ADVISORS LLC | 141K | $99M |
| 99 | Styrax Capital, LP | 140K | $98M |
| 100 | TIGER GLOBAL MANAGEMENT LLC | 137K | $96M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09