$LITE

$867.98 +$49.88 (6.1%) Live

$LITE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 89.7M shares outstanding

Who owns LITE?

By type of holder

Institutions 91.4% Insiders 1.0% Everyone else 7.7%

Concentration Top 10 holders own 42.4%

BlackRock, Inc. 10.2% · FMR LLC 3.9%

Institutional ownership

91.4%

+5.3 pts vs last qtr

Institutional holders

1,311

+224 vs last qtr

Net shares bought

+4.7M

by institutions in Q2 2026

New / sold out

375 / 151

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Invesco Ltd. +2.0M
Jupiter Topco LLC NEW +1.9M

Biggest sellers in Q2 2026

FMR LLC −3.7M
UBS Group AG −1.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$180M

67 notices from 13 people

Shares covered

244.8K

0.27% of the company

Arranged in advance

87%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Vincent D Retort Officer 10b5-1 $69.5M
Wajid Ali Officer 10b5-1 $31.8M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+23.1%

+2.34% a year

Each share's claim on the business

−18.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.16B vs $1.03B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years62% 3–5 years2% 1–3 years13% Under 1 year23%

Quarterly turnover

25.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting LITE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.2M	10.23%	+1.3M (+17.1%)	≤2021	0.1%
Shares held by quarter Peak holding9.2M (Q2'26) Change over 8 quarters+3.0M Share of the company10.230% BlackRock, Inc.'s full portfolio →
F FMR LLC	3.5M	3.92%	−3.7M (−51.0%)	≤2021	0.1%
Shares held by quarter Peak holding9.9M (Q3'24) Change over 8 quarters−6.4M Share of the company3.920% FMR LLC's full portfolio →

BlackRock, Inc.

9.2M

% of company

10.23%

Change vs last qtr

+1.3M (+17.1%)

Held since

≤2021

FMR LLC

3.5M

% of company

3.92%

Change vs last qtr

−3.7M (−51.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Lumentum Holdings Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LITE on Form N-PORT; together they hold 40.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.12B	2.5M	2.75%	0.09%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$1.73B	2.0M	2.25%	0.10%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.12B

% of company

2.75%

% of the fund

0.09%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$1.73B

% of company

2.25%

% of the fund

0.10%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Lumentum Holdings Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LA Lowe Alan S Insider	230.5K	0.26%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.260% Lowe Alan S's insider activity →
HM Hurlston Michael E. Insider	187.0K	0.21%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.210% Hurlston Michael E.'s insider activity →

Lowe Alan S

Insider

230.5K

% of company

0.26%

Change vs last qtr

—

Held since

—

Hurlston Michael E.

Insider

187.0K

% of company

0.21%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Lumentum Holdings Inc..

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