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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Holder clone rankings through .
Of the 23 tracked institutions holding LITE, 13 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +1.6pt. 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
1.5+14.3%
7.45M shares short · FINRA 2026-09-30
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
71
$95.41M
Total Transactions
71
the last 365 days
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 1, 2026 | Wajid Ali | S | Sale | 24,542 | $25.73M |
| Sep 29, 2026 | Yuen Wupen | S | Sale | 307 | $290.12K |
| Sep 28, 2026 | Yuen Wupen | S | Sale | 500 | $474.25K |
| Sep 25, 2026 | Yuen Wupen | S | Sale | 500 | $467.88K |
| Sep 24, 2026 | Yuen Wupen | S | Sale | 500 | $460.54K |
| Sep 23, 2026 | Yuen Wupen | S | Sale | 500 | $473.28K |
| Sep 22, 2026 | Yuen Wupen | S | Sale | 500 | $467.77K |
| Sep 21, 2026 | Yuen Wupen | S | Sale | 500 | $479.63K |
| Sep 18, 2026 | Yuen Wupen | S | Sale | 500 | $460.00K |
| Sep 17, 2026 | Yuen Wupen | S | Sale | 500 | $466.73K |
Showing 10 of 71 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.
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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
$756.17
2026-10-23
YTD
+95.8%
61% of 52-week range