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
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 46,57142M $0.48 %0.05 %as of Apr 30, 2026 ↗
Yieldmax Ultra Option Income Strategy ETF Tidal Trust II 46,00041.5M $4.86 %0.05 %as of Apr 30, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 45,71032M $0.78 %0.05 %as of Feb 28, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 44,61331.4M $0.09 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Telecommunications ETF iShares Trust 44,10231M $3.88 %0.05 %as of Mar 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 43,90030.9M $1.85 %0.05 %as of Mar 31, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 43,72630.7M $2.65 %0.05 %as of Mar 31, 2026 ↗
THE HARTFORD MIDCAP FUND HARTFORD MUTUAL FUNDS, INC 43,32139.1M $1.10 %0.05 %as of Apr 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 43,00030.2M $0.13 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 42,31038.2M $0.09 %0.05 %as of Apr 30, 2026 ↗
Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES 42,14829.6M $1.05 %0.05 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 42,09329.6M $0.08 %0.05 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 42,02437.9M $0.47 %0.05 %as of Apr 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 41,85329.4M $0.05 %0.05 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 41,61829.2M $0.13 %0.05 %as of Feb 28, 2026 ↗
Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL 41,38037.3M $5.03 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 41,13028.8M $0.07 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 40,19828.2M $0.05 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Global Technology Fund, Inc. T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC. 39,81228M $0.49 %0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 37,86726.5M $0.14 %0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 37,05933.4M $0.09 %0.04 %as of Apr 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 36,84925.9M $0.32 %0.04 %as of Mar 31, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 36,79433.2M $0.40 %0.04 %as of Apr 30, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 36,51025.7M $0.33 %0.04 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 36,13725.4M $0.10 %0.04 %as of Mar 31, 2026 ↗
Voya Small Cap Growth Fund Voya Equity Trust 35,61525M $1.35 %0.04 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 35,58425M $0.13 %0.04 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 34,60031.2M $1.09 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 34,34224.1M $0.08 %0.04 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 33,60023.6M $0.29 %0.04 %as of Mar 31, 2026 ↗
Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) 33,09329.9M $1.31 %0.04 %as of Apr 30, 2026 ↗
Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust 32,69429.5M $1.56 %0.04 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 32,55522.9M $0.09 %0.04 %as of Mar 31, 2026 ↗
JPMorgan Active Growth ETF J.P. Morgan Exchange-Traded Fund Trust 32,22622.6M $0.28 %0.04 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 32,00422.5M $0.08 %0.04 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 31,96522.5M $0.07 %0.04 %as of Mar 31, 2026 ↗
Berkshire Focus Fund BERKSHIRE FUNDS 31,95022.5M $8.10 %0.04 %as of Mar 31, 2026 ↗
Invesco NASDAQ Next Gen 100 ETF Invesco Exchange-Traded Fund Trust II 31,59322.1M $2.46 %0.04 %as of Feb 28, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 30,66027.7M $2.14 %0.03 %as of Apr 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 30,60021.5M $0.48 %0.03 %as of Mar 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 30,56027.6M $1.07 %0.03 %as of Apr 30, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 29,33220.6M $1.80 %0.03 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Technology Momentum ETF Invesco Exchange-Traded Fund Trust 29,24126.4M $4.54 %0.03 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 28,84726M $1.28 %0.03 %as of Apr 30, 2026 ↗
AB Disruptors ETF AB Active ETFs, Inc. 28,37419.9M $1.21 %0.03 %as of Feb 28, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 28,27519.8M $0.84 %0.03 %as of Feb 28, 2026 ↗
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 27,50024.8M $0.53 %0.03 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 27,44419.3M $3.42 %0.03 %as of Mar 31, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 27,09119M $1.13 %0.03 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 26,77118.8M $0.06 %0.03 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 26,51923.9M $0.62 %0.03 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 26,48323.9M $0.18 %0.03 %as of Apr 30, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 26,45823.9M $0.47 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 26,24418.4M $0.71 %0.03 %as of Mar 31, 2026 ↗
Columbia Global Technology Growth Fund COLUMBIA FUNDS SERIES TRUST I 26,03618.2M $0.41 %0.03 %as of Feb 28, 2026 ↗
iShares Global Tech ETF iShares Trust 26,02518.3M $0.29 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 25,93218.2M $0.37 %0.03 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 25,60018M $0.09 %0.03 %as of Mar 31, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 25,49023M $0.13 %0.03 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 25,43523M $0.97 %0.03 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 25,41222.9M $0.97 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 25,20017.7M $0.13 %0.03 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 25,13922.7M $0.18 %0.03 %as of Apr 30, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 25,08217.6M $1.43 %0.03 %as of Feb 28, 2026 ↗
Paradigm Select Fund PARADIGM FUNDS 24,60017.3M $12.40 %0.03 %as of Mar 31, 2026 ↗
Janus Henderson Global Research Fund JANUS INVESTMENT FUND 24,44617.2M $0.41 %0.03 %as of Mar 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 23,60016.5M $0.71 %0.03 %as of Feb 28, 2026 ↗
JNL/Mellon Information Technology Sector Fund JNL Series Trust 23,59516.6M $0.25 %0.03 %as of Mar 31, 2026 ↗
Nuveen Growth Opportunities ETF NuShares ETF Trust 23,46421.2M $0.75 %0.03 %as of Apr 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 22,80016M $0.98 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 22,79120.6M $0.10 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 22,647151.6M SEK0.54 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 22,64120.4M $0.18 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 22,53415.8M $0.09 %0.03 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 22,47820.3M $2.14 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 22,41820.2M $0.06 %0.02 %as of Apr 30, 2026 ↗
Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 21,45915.1M $2.20 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 21,39015M $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) 21,32715M $0.64 %0.02 %as of Mar 31, 2026 ↗
EQ/JPMorgan Growth Stock Portfolio EQ Advisors Trust 21,01814.8M $0.55 %0.02 %as of Mar 31, 2026 ↗
Roundhill Generative Ai & Technology ETF Tidal Trust II 20,91118.9M $1.32 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST 20,77614.6M $3.49 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 20,75414.5M $0.10 %0.02 %as of Feb 28, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 20,74714.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
Fidelity OTC K6 Portfolio Fidelity Securities Fund 20,30018.3M $0.55 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 20,28714.3M $0.09 %0.02 %as of Mar 31, 2026 ↗
VIP Growth Opportunities Portfolio Variable Insurance Products Fund III 20,20014.2M $0.34 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 20,11614.1M $0.05 %0.02 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 20,09014.1M $0.08 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 19,82017.9M $0.10 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 19,20513.5M $0.08 %0.02 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 18,95717.1M $0.83 %0.02 %as of Apr 30, 2026 ↗
Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND 18,73613.2M $1.99 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 18,65316.8M $0.08 %0.02 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 18,08016.3M $0.10 %0.02 %as of Apr 30, 2026 ↗
Janus Henderson Global Technology and Innovation Portfolio JANUS ASPEN SERIES 18,03712.7M $0.98 %0.02 %as of Mar 31, 2026 ↗
Direxion Daily Technology Bull 3X Shares Direxion Shares ETF Trust 17,47315.8M $0.33 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 16,67211.7M $0.75 %0.02 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 16,49811.6M $0.51 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 16,41611.5M $0.13 %0.02 %as of Feb 28, 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