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
Aggressive Investors 1 Fund Bridgeway Funds, Inc. 6,6004.6M $2.28 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 6,5144.6M $0.22 %0.01 %as of Mar 31, 2026 ↗
Spear Alpha ETF Listed Funds Trust 6,5004.6M $3.19 %0.01 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 6,4794.6M $0.13 %0.01 %as of Mar 31, 2026 ↗
Schwab Select Large Cap Growth Fund LAUDUS TRUST 6,4334.5M $0.23 %0.01 %as of Mar 31, 2026 ↗
Main Thematic Innovation ETF Northern Lights Fund Trust IV 6,3745.8M $2.73 %0.01 %as of Apr 30, 2026 ↗
Gateway Fund Gateway Trust 6,3574.5M $0.06 %0.01 %as of Mar 31, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 6,1735.6M $2.78 %0.01 %as of Apr 30, 2026 ↗
ALGER MID CAP FOCUS FUND ALGER FUNDS 6,1175.5M $1.74 %0.01 %as of Apr 30, 2026 ↗
Handelsbanken Global Digital Handelsbanken Fonder AB 6,10040.8M SEK0.26 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 6,0545.5M $0.10 %0.01 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,9744.2M $0.28 %0.01 %as of Mar 31, 2026 ↗
Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC 5,8834.1M $0.60 %0.01 %as of Feb 28, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 5,8264.1M $1.05 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 5,7514M $0.48 %0.01 %as of Feb 28, 2026 ↗
Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds 5,7105.2M $0.75 %0.01 %as of Apr 30, 2026 ↗
Janus Henderson Global Research Portfolio JANUS ASPEN SERIES 5,7104M $0.41 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 5,7054M $0.05 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,6964M $0.07 %0.01 %as of Feb 28, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 5,6655.1M $0.43 %0.01 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,6304M $0.03 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 5,6284M $0.39 %0.01 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 5,5275M $0.10 %0.01 %as of Apr 30, 2026 ↗
Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 5,5263.9M $0.94 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 5,4573.8M $0.03 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 5,4323.8M $0.09 %0.01 %as of Mar 31, 2026 ↗
NYLI Winslow Large Cap Growth ETF New York Life Investments Active ETF Trust 5,4234.9M $1.55 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,4223.8M $0.08 %0.01 %as of Feb 28, 2026 ↗
Pinnacle Focused Opportunities ETF Tidal Trust II 5,3453.7M $5.98 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,3293.7M $0.08 %0.01 %as of Feb 28, 2026 ↗
Carillon Chartwell Small Cap Fund Carillon Series Trust 5,2493.7M $1.94 %0.01 %as of Mar 31, 2026 ↗
Baron Technology ETF Baron ETF Trust 5,2303.7M $2.56 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 5,2263.7M $0.08 %0.01 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 5,1524.6M $0.09 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Future Tech Leaders Equity ETF Goldman Sachs ETF Trust 5,0473.5M $1.97 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 5,0313.5M $0.09 %0.01 %as of Mar 31, 2026 ↗
Fidelity Disciplined Equity Fund Fidelity Capital Trust 5,0004.5M $0.20 %0.01 %as of Apr 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 5,0003.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 4,8334.4M $0.07 %0.01 %as of Apr 30, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 4,8063.4M $1.62 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 4,7473.3M $0.49 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,7433.3M $0.72 %0.01 %as of Mar 31, 2026 ↗
Virtus Silvant Mid-Cap Growth Fund Virtus Investment Trust 4,7013.3M $0.79 %0.01 %as of Mar 31, 2026 ↗
Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 4,6253.3M $0.65 %0.01 %as of Mar 31, 2026 ↗
Blueprint Chesapeake Multi-Asset Trend ETF Tidal Trust II 4,5823.2M $2.30 %0.01 %as of Mar 31, 2026 ↗
Calamos Global Equity Fund CALAMOS INVESTMENT TRUST/IL 4,5604.1M $2.24 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,5424.1M $0.09 %0.01 %as of Apr 30, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 4,5003.2M $0.06 %0.01 %as of Mar 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 4,3603.1M $0.01 %0.00 %as of Mar 31, 2026 ↗
AQR Large Cap Momentum Style Fund AQR Funds 4,3123M $0.53 %0.00 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 4,2933M $0.37 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 4,2093M $0.07 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,1482.9M $0.10 %0.00 %as of Mar 31, 2026 ↗
AQR Multi-Asset Fund AQR Funds 4,1192.9M $0.13 %0.00 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 4,1142.9M $0.09 %0.00 %as of Mar 31, 2026 ↗
GROWTH EQUITY FUND GuideStone Funds 4,1032.9M $0.21 %0.00 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 3,9763.6M $1.42 %0.00 %as of Apr 30, 2026 ↗
SEB USA Exposure SEB Funds AB 3,95326.5M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,9383.6M $0.15 %0.00 %as of Apr 30, 2026 ↗
Calamos Evolving World Growth Fund CALAMOS INVESTMENT TRUST/IL 3,9103.5M $0.78 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,9012.7M $0.08 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 3,8822.7M $0.74 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 3,8783.5M $0.10 %0.00 %as of Apr 30, 2026 ↗
PACE Large Co Growth Equity Investments PACE SELECT ADVISORS TRUST 3,8023.4M $0.50 %0.00 %as of Apr 30, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,7292.6M $0.09 %0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 3,7153.4M $0.35 %0.00 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 3,6913.3M $0.10 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 3,6572.6M $0.11 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 3,6353.3M $0.11 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,5472.5M $0.15 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 3,5412.5M $0.08 %0.00 %as of Mar 31, 2026 ↗
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 3,5402.5M $1.93 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,5162.5M $0.39 %0.00 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 3,5123.2M $0.02 %0.00 %as of Apr 30, 2026 ↗
Janus Henderson Research Portfolio JANUS ASPEN SERIES 3,4922.5M $0.37 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 3,4682.4M $0.08 %0.00 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 3,4342.4M $0.23 %0.00 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 3,40022.8M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 3,39322.7M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 3,34522.4M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,2952.3M $0.04 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 3,2732.3M $0.09 %0.00 %as of Mar 31, 2026 ↗
Fidelity Advisor Series Growth Opportunities Fund Fidelity Advisor Series I 3,2002.2M $0.22 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,1342.8M $1.05 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 3,1192.8M $0.10 %0.00 %as of Apr 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 3,0782.2M $0.09 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 3,0742.8M $0.10 %0.00 %as of Apr 30, 2026 ↗
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 3,0712.8M $1.57 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 3,0582.1M $0.61 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 3,0512.8M $0.62 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 2,9832.7M $0.62 %0.00 %as of Apr 30, 2026 ↗
SEI Enhanced U.S. Large Cap Momentum Factor ETF SEI EXCHANGE TRADED FUNDS 2,9732.1M $0.18 %0.00 %as of Mar 31, 2026 ↗
One Rock Fund MSS Series Trust 2,9702.1M $5.78 %0.00 %as of Feb 28, 2026 ↗
Anfield Enhanced Market ETF Two Roads Shared Trust 2,9652.7M $1.83 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,9652.1M $0.29 %0.00 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 2,9572.1M $0.09 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2,9572.1M $1.47 %0.00 %as of Feb 28, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 2,9492.1M $0.09 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,9262.6M $0.13 %0.00 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 2,9002M $0.10 %0.00 %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