LITENasdaqCommunications Equipment, NECFiscal year ends June 27
Lumentum Holdings Inc.
Financials through Q4 FY2026, quarter ended Jun 27, 2026Last filing: 10-K on Aug 17, 2026
$834.51+10.38 (+1.26%)
Close on Oct 19, 2026
- Market cap
- $71.27B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.8%
82M of 90M shares
Institutional holders
1,317
377 new, 135 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
0 buys · 184 sales
Net sold $150.05M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 6,188,868 | 8.80% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 5,252,142 | 7.35% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 5,240,774 | 7.30% | 13G (passive) amendment | Mar 31, 2026 |
| Steven A. Cohen | 4,202,944 | 6.10% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Portfolio Management | 3,712,179 | 5.19% | 13G (passive) | Mar 31, 2026 |
| SteelMill Master Fund LP | 3,516,061 | 5.10% | 13G (passive) | Feb 27, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LITE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,179,958 | 10.23% | $7.88B | +1,342,980 | 0.12% |
| Vanguard Capital Management LLC | 5,078,410 | 5.66% | $4.36B | +438,622 | 0.09% |
| Vanguard Portfolio Management LLC | 4,092,283 | 4.56% | $3.51B | +390,759 | 0.16% |
| JPMorgan Chase & Co | 4,059,807 | 4.53% | $3.46B | +1,118,364 | 0.19% |
| FMR LLC | 3,519,154 | 3.92% | $3.02B | −3,665,886 | 0.13% |
| State Street Corp | 3,453,717 | 3.85% | $2.96B | +415,167 | 0.09% |
| Invesco Ltd. | 3,176,260 | 3.54% | $2.73B | +1,999,867 | 0.22% |
| Geode Capital Management, LLC | 2,245,102 | 2.50% | $1.92B | +117,660 | 0.10% |
| Jupiter Topco LLC | 1,889,608 | 2.11% | $1.62B | New | 0.66% |
| Arrowstreet Capital, Limited Partnership | 1,370,571 | 1.53% | $1.18B | +965,704 | 0.52% |
| Morgan Stanley | 1,309,986 | 1.46% | $1.12B | +282,412 | 0.06% |
| Norges Bank | 1,168,079 | 1.30% | $1.00B | New | 0.10% |
| Goldman Sachs Group Inc | 1,107,958 | 1.24% | $950.69M | +217,180 | 0.08% |
| Charles Schwab Investment Management Inc | 983,932 | 1.10% | $844.27M | +9,898 | 0.11% |
| Price T Rowe Associates Inc /Md/ | 940,170 | 1.05% | $806.72K | −369,739 | 0.08% |
| Value Aligned Research Advisors, LLC | 734,687 | 0.82% | $630.41M | −322,573 | 1.57% |
| Bank Of Montreal /Can/ | 723,041 | 0.81% | $620.41M | +455,016 | 0.20% |
| T. Rowe Price Investment Management, Inc. | 698,988 | 0.78% | $599.77K | New | 0.39% |
| Bank Of America Corp /De/ | 677,839 | 0.76% | $581.63M | +105,286 | 0.04% |
| D. E. Shaw & Co., Inc. | 668,011 | 0.74% | $573.19M | +654,005 | 0.27% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,317 | 82M | 91.8% | 377 / 524 | 326 / 135 | 22M | 16M |
| Q1 2026 | 1,089 | 77M | 86.1% | 429 / 280 | 325 / 85 | 26M | 23M |
| Q4 2025 | 756 | 81M | 90.6% | 238 / 182 | 268 / 63 | 19M | 18M |
| Q3 2025 | 588 | 80M | 89.2% | 160 / 154 | 189 / 51 | 18M | 22M |
| Q2 2025 | 482 | 84M | 93.7% | 109 / 170 | 133 / 41 | 16M | 13M |
| Q1 2025 | 420 | 82M | 90.9% | 72 / 149 | 127 / 95 | 19M | 11M |
| Q4 2024 | 449 | 74M | 82.7% | 110 / 140 | 123 / 42 | 13M | 12M |
| Q3 2024 | 385 | 74M | 82.0% | 71 / 104 | 136 / 60 | 18M | 14M |
| Q2 2024 | 377 | 76M | 84.9% | 55 / 117 | 124 / 40 | 7M | 8M |
| Q1 2024 | 366 | 77M | 85.5% | 64 / 120 | 98 / 51 | 14M | 11M |
| Q4 2023 | 357 | 73M | 81.3% | 58 / 81 | 141 / 63 | 11M | 8M |
| Q3 2023 | 366 | 70M | 77.9% | 57 / 99 | 133 / 66 | 10M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LITE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,469,835 | 2.75% | $2.12B | 0.09% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,019,249 | 2.25% | $1.73B | 0.10% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 1,685,714 | 1.88% | $1.45B | 0.65% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 1,651,477 | 1.84% | $1.42B | 0.29% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 1,103,808 | 1.23% | $947.13M | 0.78% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,069,867 | 1.19% | $918.01M | 0.10% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 913,707 | 1.02% | $781.18M | 0.09% | May 31, 2026 |
| Vanguard Growth Index Fund | 885,626 | 0.99% | $759.92M | 0.20% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 813,859 | 0.91% | $698.34M | 0.74% | Jun 30, 2026 |
| Janus Henderson Forty Fund | 807,784 | 0.90% | $693.13M | 2.91% | Jun 30, 2026 |
| Fidelity Blue Chip Growth Fund | 612,742 | 0.68% | $437.46M | 0.44% | Jul 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 596,020 | 0.66% | $511.42M | 1.47% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 559,020 | 0.62% | $477.94M | 0.28% | May 31, 2026 |
| State Street(R) Technology Select Sector SPDR(R) ETF | 537,089 | 0.60% | $460.85M | 0.37% | Jun 30, 2026 |
| iShares A.I. Innovation and Tech Active ETF | 477,466 | 0.53% | $340.88M | 2.63% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael E. Hurlston | President and CEO, Director | 185,743 | 0.21% | Aug 27, 2026 |
| Yuen Wupen | PRESIDENT, GLOBAL BUS. UNITS | 108,320 | 0.12% | Sep 30, 2026 |
| Wajid Ali | EVP & CHIEF FINANCIAL OFFICER | 80,797 | 0.09% | Aug 27, 2026 |
| Jae Kim | SVP, GENERAL COUNSEL | 45,272 | 0.05% | Aug 27, 2026 |
| Vincent Retort | SEE REMARKS | 101,438 | 0.11% | Aug 27, 2026 |
| Eric Chang | SEE REMARKS | 5,906 | 0.01% | Aug 27, 2026 |
| Matthew Joseph Sepe | CHIEF ACCOUNTING OFFICER | 41,514 | 0.05% | Jan 20, 2026 |
| Trent Thad | Director | 1,313 | 0.00% | Jul 16, 2026 |
| Brian Lillie | Director | 14,018 | 0.02% | Jul 16, 2026 |
| Ian Small | Director | 21,116 | 0.02% | Jul 16, 2026 |
| Pamela Fletcher | Director | 7,514 | 0.01% | Jul 16, 2026 |
| Julia Suzanne Johnson | Director | 13,428 | 0.01% | Jul 16, 2026 |
| Penny Herscher | Director | 41,543 | 0.05% | Jul 16, 2026 |
| Isaac Hosojiro Harris | Director | 13,082 | 0.01% | Jul 7, 2026 |
| Paul Lundstrom | Director | 2,517 | 0.00% | Nov 21, 2025 |
| Alan S. Lowe | Director | 230,471 | 0.26% | Jun 27, 2025 |
| Harold L. Covert | Director | 3,313 | 0.00% | Nov 26, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 29, 2026 | Sale(10b5-1 plan) | −307 | $945.00 | $290.12K | 108,320 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 28, 2026 | Sale(10b5-1 plan) | −500 | $948.50 | $474.25K | 108,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 25, 2026 | Sale(10b5-1 plan) | −500 | $935.75 | $467.88K | 109,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 24, 2026 | Sale(10b5-1 plan) | −500 | $921.07 | $460.54K | 109,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 23, 2026 | Sale(10b5-1 plan) | −500 | $946.56 | $473.28K | 110,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 22, 2026 | Sale(10b5-1 plan) | −500 | $935.55 | $467.78K | 110,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 21, 2026 | Sale(10b5-1 plan) | −500 | $959.27 | $479.64K | 111,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 18, 2026 | Sale(10b5-1 plan) | −500 | $920.00 | $460.00K | 111,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 17, 2026 | Sale(10b5-1 plan) | −500 | $933.45 | $466.73K | 112,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 16, 2026 | Sale(10b5-1 plan) | −500 | $856.83 | $428.42K | 112,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 15, 2026 | Sale(10b5-1 plan) | −500 | $841.51 | $420.76K | 113,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 14, 2026 | Sale(10b5-1 plan) | −500 | $862.14 | $431.07K | 113,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 11, 2026 | Sale(10b5-1 plan) | −500 | $944.41 | $472.21K | 114,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 10, 2026 | Sale(10b5-1 plan) | −500 | $961.44 | $480.72K | 114,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 9, 2026 | Sale(10b5-1 plan) | −500 | $978.54 | $489.27K | 115,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 8, 2026 | Sale(10b5-1 plan) | −500 | $895.99 | $448.00K | 115,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 4, 2026 | Sale(10b5-1 plan) | −500 | $860.00 | $430.00K | 116,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 3, 2026 | Sale(10b5-1 plan) | −500 | $870.01 | $435.01K | 116,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 2, 2026 | Sale(10b5-1 plan) | −500 | $864.49 | $432.25K | 117,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Sep 1, 2026 | Sale(10b5-1 plan) | −500 | $901.04 | $450.52K | 117,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Aug 31, 2026 | Sale(10b5-1 plan) | −500 | $895.00 | $447.50K | 118,127 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Aug 28, 2026 | Sale(10b5-1 plan) | −500 | $940.95 | $470.48K | 118,627 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Aug 27, 2026 | Sale(10b5-1 plan) | −500 | $958.66 | $479.33K | 119,127 |
| Michael E. Hurlston President and CEO, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −548 | $958.66 | $525.35K | 186,951 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Aug 26, 2026 | Sale(10b5-1 plan) | −500 | $882.15 | $441.08K | 91,729 |
| Yuen Wupen PRESIDENT, GLOBAL BUS. UNITS | Aug 25, 2026 | Award | +5,138 | – | – | 120,627 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −970 | $851.31 | $825.77K | 45,272 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −1,998 | $852.33 | $1.70M | 43,274 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −851 | $853.54 | $726.36K | 42,423 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −1,080 | $854.84 | $923.23K | 41,343 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −273 | $855.89 | $233.66K | 41,070 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −1,679 | $856.70 | $1.44M | 39,391 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −360 | $844.66 | $304.08K | 48,959 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −40 | $858.64 | $34.35K | 38,536 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −732 | $860.04 | $629.55K | 37,804 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Award | +1,635 | – | – | 39,439 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −280 | $843.68 | $236.23K | 49,319 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −205 | $842.39 | $172.69K | 49,599 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −600 | $850.44 | $510.26K | 46,242 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −600 | $849.14 | $509.48K | 46,842 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −491 | $847.94 | $416.34K | 47,442 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −456 | $847.00 | $386.23K | 47,933 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −570 | $845.96 | $482.20K | 48,389 |
| Jae Kim SVP, GENERAL COUNSEL | Aug 25, 2026 | Sale(10b5-1 plan) | −815 | $857.96 | $699.24K | 38,576 |
| Eric Chang SEE REMARKS | Aug 25, 2026 | Award | +900 | – | – | 5,906 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −360 | $842.22 | $303.20K | 116,743 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −1,213 | $843.60 | $1.02M | 115,530 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −1,053 | $844.61 | $889.37K | 114,477 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −631 | $845.63 | $533.59K | 113,846 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −2,073 | $846.44 | $1.75M | 111,773 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −2,121 | $847.52 | $1.80M | 109,652 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −1,102 | $848.66 | $935.22K | 108,550 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −1,528 | $849.71 | $1.30M | 107,022 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −3,017 | $850.66 | $2.57M | 104,005 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −4,426 | $851.68 | $3.77M | 99,579 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −3,711 | $852.60 | $3.16M | 95,868 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −2,465 | $853.62 | $2.10M | 93,403 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −3,486 | $854.89 | $2.98M | 89,917 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −800 | $855.84 | $684.67K | 89,117 |
| Vincent Retort SEE REMARKS | Aug 25, 2026 | Sale(10b5-1 plan) | −4,676 | $856.71 | $4.01M | 84,441 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ali Wajid Officer | Oct 1, 2026 | 24,542 | $25.73M | Oct 1, 2026 | Performance Shares |
| Yuen Wupen Officer | Sep 29, 2026 | 307 | $290.12K | Sep 29, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 28, 2026 | 500 | $474.25K | Sep 28, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 25, 2026 | 500 | $467.88K | Sep 25, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 24, 2026 | 500 | $460.54K | Sep 24, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 23, 2026 | 500 | $473.28K | Sep 23, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 22, 2026 | 500 | $467.78K | Sep 22, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 21, 2026 | 500 | $479.64K | Sep 21, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 18, 2026 | 500 | $460.00K | Sep 18, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 17, 2026 | 500 | $466.73K | Sep 17, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 16, 2026 | 500 | $428.42K | Sep 16, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 15, 2026 | 500 | $420.76K | Sep 15, 2026 | Restricted Stock |
| Yuen Wupen Officer | Sep 14, 2026 | 500 | $431.07K | Sep 14, 2026 | Performance Shares |
| Yuen Wupen Officer | Sep 11, 2026 | 500 | $472.21K | Sep 11, 2026 | Performance Shares |
| Yuen Wupen Officer | Sep 10, 2026 | 500 | $480.72K | Sep 10, 2026 | Performance Shares |