LITE: Lumentum Hldgs Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 5 sales totaling $27.43M in the last 180 days.
Insider sales
| Trade date | Insider | Role | Value | 10b5-1 plan |
|---|---|---|---|---|
| 2026-10-01 | Ali Wajid | CFO | $25.73M | yes |
| 2026-09-29 | Wupen Yuen | President | $290K | yes |
| 2026-09-28 | Wupen Yuen | President | $474K | yes |
| 2026-09-25 | Wupen Yuen | President | $468K | yes |
| 2026-09-24 | Wupen Yuen | President | $461K | yes |
Institutional ownership (Q2 2026)
1,325 institutions reported holding $68.00B of Lumentum Hldgs Inc on Form 13F (1,090 the quarter before). 366 opened a new position and 136 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 9,179,958 | $7.88B |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,078,410 | $4.36B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,092,283 | $3.51B |
| JPMORGAN CHASE & CO | 4,059,807 | $3.46B |
| FMR LLC | 3,519,154 | $3.02B |
| STATE STREET CORP | 3,453,717 | $2.96B |
| Invesco Ltd. | 3,176,260 | $2.73B |
| GEODE CAPITAL MANAGEMENT, LLC | 2,245,102 | $1.92B |
| Jupiter Topco LLC | 1,889,608 | $1.62B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,370,571 | $1.18B |
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