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
Victory 500 Index Fund Victory Portfolios III 16,36314.8M $0.10 %0.02 %as of Apr 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 16,20714.6M $0.10 %0.02 %as of Apr 30, 2026 ↗
Swedbank Robur Ny Teknik Swedbank Robur Fonder AB 16,000107.1M SEK1.36 %0.02 %as of Mar 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 15,98511.2M $0.09 %0.02 %as of Mar 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 15,90011.2M $0.04 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 15,77611.1M $0.09 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 15,65611M $0.09 %0.02 %as of Feb 28, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 15,61814.1M $0.10 %0.02 %as of Apr 30, 2026 ↗
Defiance Connective Technologies ETF ETF Series Solutions 15,60711M $1.54 %0.02 %as of Mar 31, 2026 ↗
Hood River New Opportunities Fund Manager Directed Portfolios 15,46410.9M $1.65 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Hedge Industry VIP ETF Goldman Sachs ETF Trust 15,25810.7M $2.35 %0.02 %as of Feb 28, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 15,03513.6M $0.10 %0.02 %as of Apr 30, 2026 ↗
BARON OPPORTUNITY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 15,00010.5M $0.65 %0.02 %as of Mar 31, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 14,91110.5M $3.22 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,90010.5M $0.09 %0.02 %as of Mar 31, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 14,89713.4M $0.39 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 14,78910.4M $0.09 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 14,60610.3M $0.09 %0.02 %as of Mar 31, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,36313M $1.02 %0.02 %as of Apr 30, 2026 ↗
Science & Technology Trust John Hancock Variable Insurance Trust 14,0009.8M $0.94 %0.02 %as of Mar 31, 2026 ↗
Allspring Premier Large Company Growth Fund ALLSPRING FUNDS TRUST 13,80012.5M $0.92 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 13,5499.5M $0.84 %0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 13,47912.2M $0.47 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 13,4519.5M $0.08 %0.01 %as of Mar 31, 2026 ↗
Eventide Gilead Fund MUTUAL FUND SERIES TRUST 13,3839.4M $0.35 %0.01 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Select Mid Cap Growth Fund Columbia Funds Variable Series Trust II 12,6688.9M $1.99 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 12,6058.8M $0.19 %0.01 %as of Feb 27, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 12,3278.7M $0.27 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 12,22811M $0.46 %0.01 %as of Apr 30, 2026 ↗
Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III 12,15111M $2.41 %0.01 %as of Apr 30, 2026 ↗
Fidelity Advisor Series Equity Growth Fund Fidelity Advisor Series I 12,1008.5M $0.58 %0.01 %as of Feb 28, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 12,0608.5M $0.09 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 12,0608.5M $0.59 %0.01 %as of Mar 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 11,80510.7M $0.06 %0.01 %as of Apr 30, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 11,79510.6M $0.62 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,7618.2M $0.08 %0.01 %as of Feb 28, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 11,5708.1M $0.09 %0.01 %as of Mar 31, 2026 ↗
Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust 11,1907.8M $0.77 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 11,17610.1M $0.81 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 11,14910.1M $0.46 %0.01 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 11,0697.8M $0.46 %0.01 %as of Mar 31, 2026 ↗
Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 10,8977.6M $0.38 %0.01 %as of Feb 28, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 10,8827.6M $0.09 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,8707.6M $0.61 %0.01 %as of Feb 28, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 10,7109.7M $1.15 %0.01 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 10,3039.3M $0.10 %0.01 %as of Apr 30, 2026 ↗
Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I 10,2147.2M $0.15 %0.01 %as of Mar 31, 2026 ↗
ROBO Global Artificial Intelligence ETF EXCHANGE TRADED CONCEPTS TRUST 10,1199.1M $2.83 %0.01 %as of Apr 30, 2026 ↗
WisdomTree Artificial Intelligence and Innovation Fund WisdomTree Trust 10,0797.1M $1.92 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 9,9347M $0.92 %0.01 %as of Mar 31, 2026 ↗
Nuveen Winslow Large-Cap Growth ESG Fund Nuveen Investment Trust II 9,8008.8M $1.04 %0.01 %as of Apr 30, 2026 ↗
iShares Dynamic Equity Active ETF BlackRock ETF Trust 9,7538.8M $0.32 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 9,7366.8M $0.18 %0.01 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 9,7006.8M $0.49 %0.01 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 9,5626.7M $0.90 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 9,5326.7M $0.85 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,4466.6M $0.01 %0.01 %as of Feb 28, 2026 ↗
HARTFORD MIDCAP HLS FUND HARTFORD SERIES FUND INC 9,4416.6M $1.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,4388.5M $0.07 %0.01 %as of Apr 30, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 9,3448.4M $0.86 %0.01 %as of Apr 30, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 9,2006.5M $0.65 %0.01 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 9,1586.4M $0.19 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,0436.4M $0.09 %0.01 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 8,9066.2M $0.28 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 8,8006.2M $0.15 %0.01 %as of Mar 31, 2026 ↗
Mid Cap Strategic Growth Fund VALIC Co I 8,7856.2M $0.56 %0.01 %as of Feb 28, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,7407.9M $0.53 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 8,6546.1M $0.08 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 8,6246M $0.35 %0.01 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8,6006M $0.08 %0.01 %as of Mar 31, 2026 ↗
Empower Large Cap Growth Fund EMPOWER FUNDS, INC. 8,5296M $0.29 %0.01 %as of Mar 31, 2026 ↗
MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II 8,4926M $2.20 %0.01 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 8,4917.7M $0.04 %0.01 %as of Apr 30, 2026 ↗
Invesco V.I. Technology Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 8,4876M $2.50 %0.01 %as of Mar 31, 2026 ↗
TCW Artificial Intelligence ETF TCW ETF Trust 8,3797.6M $7.04 %0.01 %as of Apr 30, 2026 ↗
Tarkio Fund Clark Fork Trust 8,3255.8M $2.40 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 8,2215.8M $0.31 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,1625.7M $1.41 %0.01 %as of Feb 28, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 8,1005.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 8,0145.6M $0.09 %0.01 %as of Mar 31, 2026 ↗
Nomura Small Cap Growth Fund IVY FUNDS 7,8835.5M $0.56 %0.01 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 7,8565.5M $2.57 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 7,7145.4M $1.40 %0.01 %as of Feb 28, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 7,5456.8M $0.02 %0.01 %as of Apr 30, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 7,4775.3M $0.69 %0.01 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 7,4705.2M $0.48 %0.01 %as of Feb 28, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 7,4066.7M $0.48 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 7,3705.2M $0.09 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 7,2705.1M $0.31 %0.01 %as of Feb 28, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 7,2115.1M $0.36 %0.01 %as of Feb 28, 2026 ↗
Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust 7,0916.4M $1.09 %0.01 %as of Apr 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 7,0745M $0.09 %0.01 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 7,0635M $0.25 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 7,0194.9M $0.09 %0.01 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 6,8954.8M $3.12 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 6,8766.2M $0.19 %0.01 %as of Apr 30, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 6,8614.8M $0.08 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 6,8484.8M $0.08 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 6,8444.8M $0.09 %0.01 %as of Mar 31, 2026 ↗
Putnam Small Cap Growth Fund Putnam Funds Trust 6,6374.7M $0.17 %0.01 %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