Titelia

Fund shareholders of Lumentum Holdings Inc

ISIN US55024U1097 · United States · LEI 549300JLWRRC38DWEF52

Fund shareholders
836
Of which ETFs
221 615 other funds
Value held
21.9B $ 3.2B SEK · 8.4M €
Share of capital
33.4 % of 89.7M shares on Aug 14, 2026

836 funds hold this company. This table lists the 835 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,267,4651.6B $0.08 %2.53 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 1,814,9271.3B $0.09 %2.02 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,469,0141B $1.27 %1.64 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 918,753645.7M $0.09 %1.02 %as of Mar 31, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 911,277638.7M $0.50 %1.02 %as of Feb 28, 2026 ↗
JPMorgan Large Cap Growth Fund JPMorgan Trust II 848,016596M $0.55 %0.95 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 823,177578.5M $0.35 %0.92 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 797,342719.5M $0.75 %0.89 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 770,992541.8M $0.27 %0.86 %as of Mar 31, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 736,018515.9M $0.63 %0.82 %as of Feb 28, 2026 ↗
New Economy Fund New Economy Fund 587,697411.9M $0.92 %0.66 %as of Feb 28, 2026 ↗
State Street(R) Technology Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 535,478376.3M $0.45 %0.60 %as of Mar 31, 2026 ↗
iShares A.I. Innovation and Tech Active ETF BlackRock ETF Trust 488,091440.4M $3.30 %0.54 %as of Apr 30, 2026 ↗
VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS 474,074333.2M $0.10 %0.53 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 460,607323.7M $0.84 %0.51 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 402,582282.9M $0.09 %0.45 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust 379,600266.8M $6.35 %0.42 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 371,283260.2M $0.64 %0.41 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 344,292241.3M $1.16 %0.38 %as of Feb 28, 2026 ↗
Swedbank Robur Technology Swedbank Robur Fonder AB 300,0002B SEK1.30 %0.33 %as of Mar 31, 2026 ↗
BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds 280,241196.4M $3.32 %0.31 %as of Feb 27, 2026 ↗
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 271,539190.8M $0.65 %0.30 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 269,037189.1M $0.39 %0.30 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 260,840235.4M $0.47 %0.29 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 251,108226.6M $0.26 %0.28 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 246,494172.8M $0.28 %0.27 %as of Feb 28, 2026 ↗
Fidelity OTC Portfolio Fidelity Securities Fund 232,200209.5M $0.52 %0.26 %as of Apr 30, 2026 ↗
Janus Henderson Contrarian Fund JANUS INVESTMENT FUND 228,439160.5M $3.75 %0.25 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 210,200147.3M $0.07 %0.23 %as of Feb 28, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 204,600143.8M $1.80 %0.23 %as of Mar 31, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 201,016140.9M $0.61 %0.22 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 191,630134.3M $0.98 %0.21 %as of Feb 28, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 184,100129M $0.61 %0.21 %as of Feb 28, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 182,095164.3M $0.84 %0.20 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 171,596120.6M $0.09 %0.19 %as of Mar 31, 2026 ↗
Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) 170,198153.6M $2.29 %0.19 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 158,000142.6M $0.10 %0.18 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 151,799106.4M $1.08 %0.17 %as of Feb 28, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 150,526135.8M $0.56 %0.17 %as of Apr 30, 2026 ↗
BlackRock Technology Opportunities Fund BlackRock Funds 150,381105.4M $1.60 %0.17 %as of Feb 27, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 150,174105.5M $0.09 %0.17 %as of Mar 31, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 150,058105.5M $0.17 %0.17 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 149,474105M $0.15 %0.17 %as of Mar 31, 2026 ↗
Hood River Small-Cap Growth Fund Manager Directed Portfolios 149,207104.9M $2.02 %0.17 %as of Mar 31, 2026 ↗
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 141,500127.7M $0.72 %0.16 %as of Apr 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 140,10098.5M $0.48 %0.16 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 138,80497.3M $0.11 %0.15 %as of Feb 28, 2026 ↗
T. Rowe Price Science & Technology Fund, Inc. T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC. 138,80097.5M $0.91 %0.15 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Growth Account College Retirement Equities Fund 134,96894.9M $0.25 %0.15 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 132,62593M $0.07 %0.15 %as of Feb 28, 2026 ↗
Janus Henderson Research Fund JANUS INVESTMENT FUND 128,79190.5M $0.37 %0.14 %as of Mar 31, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 128,081115.6M $1.07 %0.14 %as of Apr 30, 2026 ↗
Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 111,01077.8M $1.17 %0.12 %as of Feb 28, 2026 ↗
Janus Henderson Global Technology and Innovation Fund JANUS INVESTMENT FUND 109,47476.9M $0.98 %0.12 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 107,92175.6M $1.44 %0.12 %as of Feb 28, 2026 ↗
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 106,52374.7M $2.33 %0.12 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 104,95973.6M $0.07 %0.12 %as of Feb 28, 2026 ↗
NYLI Winslow Large Cap Growth Fund NEW YORK LIFE INVESTMENTS FUNDS 103,80093.7M $0.76 %0.12 %as of Apr 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 103,682694.1M SEK0.05 %0.12 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 102,55272.1M $0.17 %0.11 %as of Mar 31, 2026 ↗
Fidelity Advisor Equity Growth Fund Fidelity Advisor Series I 102,50071.8M $0.59 %0.11 %as of Feb 28, 2026 ↗
Franklin Dynatech Fund Franklin Custodian Funds 100,00070.3M $0.28 %0.11 %as of Mar 31, 2026 ↗
Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) 94,24185M $1.01 %0.11 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 93,74365.9M $0.47 %0.10 %as of Mar 31, 2026 ↗
VIP Growth Portfolio Variable Insurance Products Fund 93,40065.6M $0.62 %0.10 %as of Mar 31, 2026 ↗
Fidelity Advisor Growth Opportunities Fund Fidelity Advisor Series I 91,80064.3M $0.22 %0.10 %as of Feb 28, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 90,32481.5M $1.91 %0.10 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 89,76263.1M $0.08 %0.10 %as of Mar 31, 2026 ↗
Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds 88,47979.8M $1.25 %0.10 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 87,36178.8M $0.18 %0.10 %as of Apr 30, 2026 ↗
Lord Abbett Growth Leaders Fund LORD ABBETT SECURITIES TRUST 87,10078.6M $1.04 %0.10 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Technology ETF Invesco Exchange-Traded Fund Trust 82,85874.8M $1.60 %0.09 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS 81,38473.4M $2.60 %0.09 %as of Apr 30, 2026 ↗
T. Rowe Price Global Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 77,35369.8M $0.85 %0.09 %as of Apr 30, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 76,88469.4M $0.39 %0.09 %as of Apr 30, 2026 ↗
JPMorgan U.S. Tech Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 73,07551.4M $1.67 %0.08 %as of Mar 31, 2026 ↗
Science & Technology Fund VALIC Co I 68,71148.2M $1.59 %0.08 %as of Feb 28, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 65,07045.7M $0.09 %0.07 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 64,67045.3M $2.77 %0.07 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 60,28242.4M $0.16 %0.07 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Growth Fund Federated Hermes MDT Series 60,09154.2M $1.04 %0.07 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 59,62453.8M $0.09 %0.07 %as of Apr 30, 2026 ↗
Invesco Technology Fund AIM Sector Funds (Invesco Sector Funds) 59,11953.3M $2.09 %0.07 %as of Apr 30, 2026 ↗
Select Fund American Century Mutual Funds, Inc. 58,80053.1M $0.83 %0.07 %as of Apr 30, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 58,78553M $0.16 %0.07 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 56,91751.4M $0.06 %0.06 %as of Apr 30, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 56,55051M $0.82 %0.06 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 56,29950.8M $0.13 %0.06 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 54,90938.6M $0.42 %0.06 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 54,33438.2M $0.38 %0.06 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 54,14638M $1.44 %0.06 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 52,28136.6M $1.42 %0.06 %as of Feb 28, 2026 ↗
Fidelity Trend Fund Fidelity Trend Fund 52,00036.5M $0.88 %0.06 %as of Mar 31, 2026 ↗
Columbia Select Mid Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 51,74536.3M $1.83 %0.06 %as of Feb 28, 2026 ↗
Fidelity Growth Discovery Fund Fidelity Hastings Street Trust 51,50036.2M $0.63 %0.06 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 50,22735.3M $0.08 %0.06 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,43744.6M $0.11 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 48,97634.4M $0.22 %0.05 %as of Mar 31, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 48,52643.8M $1.79 %0.05 %as of Apr 30, 2026 ↗
T. Rowe Price Communications & Technology Fund T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY FUND, INC. 46,60032.7M $0.41 %0.05 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Paradigm Select Fund PARADIGM FUNDS 12.40 %as of Mar 31, 2026 ↗
Berkshire Focus Fund BERKSHIRE FUNDS 8.10 %as of Mar 31, 2026 ↗
Smart Earnings Growth 30 ETF Tidal Trust I 7.71 %as of Mar 31, 2026 ↗
TCW Artificial Intelligence ETF TCW ETF Trust 7.04 %as of Apr 30, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust 6.35 %as of Mar 31, 2026 ↗
Pinnacle Focused Opportunities ETF Tidal Trust II 5.98 %as of Feb 28, 2026 ↗
One Rock Fund MSS Series Trust 5.78 %as of Feb 28, 2026 ↗
REX IncomeMax Option Strategy ETF REX ETF Trust 5.29 %as of Mar 31, 2026 ↗
Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL 5.11 %as of Apr 30, 2026 ↗
Aztlan Global Stock Selection DM SMID ETF Tidal Trust I 5.06 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2807+29229,462,842-8.1 %
2026Q1515+8832,048,703-7.5 %
2025Q4427+6534,640,140-8.8 %
2025Q3362+3037,989,782+0.4 %
2025Q2332-1137,840,310+8.1 %
2025Q1343+2735,014,439+0.5 %
2024Q4316+1434,841,079+0.9 %
2024Q3302-1134,541,852-0.4 %
2024Q2313+1234,693,105+16.9 %
2024Q1301-2729,670,052-12.6 %
2023Q432833,966,214

Institutional managers

1,069 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.7,836,9785.5B $as of Mar 31, 2026
FMR LLC7,185,0405B $as of Mar 31, 2026
STATE STREET CORP3,038,5502.1B $as of Mar 31, 2026
JPMORGAN CHASE & CO2,941,4431.9B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,127,4421.5B $as of Mar 31, 2026
UBS Group AG1,412,599992.7M $as of Mar 31, 2026
WT Asset Management Ltd1,380,144969.9M $as of Mar 31, 2026
Capital World Investors1,313,852923.3M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,309,909920.6K $as of Mar 31, 2026
Invesco Ltd.1,176,393826.7M $as of Mar 31, 2026
Value Aligned Research Advisors, LLC1,057,260743M $as of Mar 31, 2026
MORGAN STANLEY1,027,574722.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC974,034684.5M $as of Mar 31, 2026
JANE STREET GROUP, LLC956,353672.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC890,778626M $as of Mar 31, 2026
Marex Group plc857,171602.4M $as of Mar 31, 2026
Polar Capital Holdings Plc719,486505.6M $as of Mar 31, 2026
Assenagon Asset Management S.A.644,262452.8M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP606,056425.9M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.587,679413M $as of Mar 31, 2026
NORTHERN TRUST CORP577,899406.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/572,553402.4M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC567,182398.6M $as of Mar 31, 2026
BARCLAYS PLC556,058390.8M $as of Mar 31, 2026
Nuveen, LLC546,872384.3M $as of Mar 31, 2026

Declared shareholders of Lumentum Holdings Inc

There are 5 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other10.40 %7,457,683as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 7.35 %5,252,142as of Mar 31, 2026 · SCHEDULE 13G
BlackRock, Inc. 7.30 %5,240,774as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.19 %3,712,179as of Mar 31, 2026 · SCHEDULE 13G
Capital World Investors 1.80 %1,315,977as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Lumentum Holdings Inc

62 funds declare 90 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF4408M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF4244.9M $as of Mar 31, 2026
Calamos Market Neutral Income Fund2146.9M $as of Apr 30, 2026
Fidelity Convertible Securities Fund4121.7M $as of Feb 28, 2026
Virtus Income & Growth Fund186.6M $as of Mar 31, 2026
NYLI MacKay Convertible Fund186.2M $as of Apr 30, 2026
Virtus Convertible Fund182.2M $as of Mar 31, 2026
Columbia Convertible Securities Fund172.6M $as of Feb 28, 2026
NYLIM VP MacKay Convertible Portfolio161.3M $as of Mar 31, 2026
Fidelity Strategic Dividend and Income Fund451.3M $as of Feb 28, 2026
Calamos Convertible Fund147.5M $as of Apr 30, 2026
Invesco Convertible Securities Fund133.9M $as of Mar 31, 2026
Franklin Convertible Securities Fund131.9M $as of Apr 30, 2026
Lord Abbett Convertible Fund128.4M $as of Feb 28, 2026
Putnam Convertible Securities Fund127.6M $as of Apr 30, 2026
Calamos Growth & Income Fund116M $as of Apr 30, 2026
JNL Multi-Manager Alternative Fund415.9M $as of Mar 31, 2026
Global Opportunities Portfolio211.3M $as of Apr 30, 2026
Empower High Yield Bond Fund110.7M $as of Mar 31, 2026
Calamos Global Opportunities Fund16.6M $as of Apr 30, 2026
Franklin Alternative Strategies Fund15.5M $as of Feb 27, 2026
Buffalo Growth & Income Fund14.6M $as of Mar 31, 2026
First Trust SSI Strategic Convertible Securities ETF14.5M $as of Apr 30, 2026
1290 VT Convertible Securities Portfolio43.3M $as of Mar 31, 2026
Voya Global Income & Growth Fund13M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Lumentum Holdings Inc". https://titelia.com/en/stocks/lumentum-holdings-inc-US55024U1097