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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 23 tracked institutions holding LITE, 15 have a 3-year clone track record — 12 of them beat the S&P. Average holder's clone alpha: +3.3pt. It's a gauge of who owns the name, not just how many.
Among the 23 tracked institutional investors we monitor, LITE (LUMENTUM HLDGS INC) is held with a combined value of $18.72B across 26,122,217 shares. The largest holder is BlackRock, Inc. with a position worth $7.88B (0.12% of their portfolio). 2 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 14 funds reduced their position.
Total Institutional Value
$18.72B
Total Shares Held
26,122,217
Institutional Holders
23
% of Shares Outstanding
29.1%
of 89.70M shares · SEC 2026-08-14
Days to Cover
1.3-15.0%
7.27M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 29.1% of LITE's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-08-14), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
54
$62.46M
Total Transactions
54
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 4, 2026 | Yuen Wupen | S | Sale | 500 | $430.00K |
| Sep 3, 2026 | Yuen Wupen | S | Sale | 500 | $435.00K |
| Sep 2, 2026 | Yuen Wupen | S | Sale | 500 | $432.25K |
| Sep 1, 2026 | Yuen Wupen | S | Sale | 500 | $450.52K |
| Aug 31, 2026 | Yuen Wupen | S | Sale | 500 | $447.50K |
| Aug 28, 2026 | Yuen Wupen | S | Sale | 500 | $470.48K |
| Aug 27, 2026 | MICHAEL E. HURLSTON | S | Sale | 548 | $525.35K |
| Aug 27, 2026 | Yuen Wupen | S | Sale | 500 | $479.33K |
| Aug 26, 2026 | Yuen Wupen | S | Sale | 500 | $441.07K |
| Aug 25, 2026 | Vincent Retort | S | Sale | 4,676 | $4.01M |
Showing 10 of 54 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $7.88B | 0.12% | +17.1% |
| 2 | FMR LLC | $3.02B | 0.13% | -51.0% |
| 3 | STATE STREET CORP | $2.96B | 0.09% | +13.7% |
| 4 | VANGUARD GROUP INC | $2.72B | 0.04% | -1.3% |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $806.72M | 0.08% | -28.2% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $343.52M | 0.12% | +5.1% |
| 7 | Capital Research Global Investors | $230.90M | 0.03% | -49.4% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $171.30M | 0.24% | -1.6% |
| 9 | Avala Global LP | $156.20M | 5.76% | -9.9% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $104.03M | 0.02% | -28.4% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Sell | Jul 17, 2026 |
| Josh Gottheimer | Buy | May 22, 2026 |
| Gilbert Cisneros | Buy | Apr 14, 2026 |
| Alan Armstrong | Buy |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of LITE with a position worth $7.88B, representing 0.12% of their portfolio. In total, 23 institutional investors hold LITE with a combined value of $18.72B.
In the most recent quarter, 2 funds opened a new position in LITE. Additionally, 7 increased their holdings and 14 reduced their positions.
Institutional investors hold $18.72B worth of LITE stock across 23 positions. The largest institutional holder is BlackRock, Inc. with $7.88B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For LITE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their LITE positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Mar 27, 2026 |
Last Close
$978.53
2026-09-08
YTD
+153.4%
92% of 52-week range
