Lumentum Holdings Inc.

LITE · NASDAQ · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Donald Trump R · EXECUTIVE	net $20K – $259K 10 disclosures · 8 bought / 2 sold · last Jul 23, 2026
Ro Khanna D · HOUSE · CA	−$11K – $108K −$119K – $206K today 7 filings · last Aug 3, 2026
Susie Lee D · HOUSE · NV	−$12K – $44K −$112K – $401K today 4 filings · last Jun 21, 2021
Alan Armstrong R · SENATE · OK	$1K – $15K $1K – $16K today 1 filing · last Mar 27, 2026
Thomas R. Carper D · HOUSE · DE	$1K – $15K $9K – $131K today 1 filing · last Nov 26, 2021
Josh Gottheimer D · HOUSE · NJ	$1K – $15K $799 – $12K today 1 filing · last May 22, 2026
Gilbert Ray Cisneros, Jr. D · HOUSE · CA	−$14K – $14K −$15K – $12K today 2 filings · last Jul 17, 2026

Recent transactions

Trades from Oct 7, 2020 – Jul 23, 2026

Politician	Type	Filed after	Amount
Donald Trump R · EXECUTIVE	Buy	61 days Jul 23, 2026 → Sep 22, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	67 days Jul 17, 2026 → Sep 22, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	32 days Aug 3, 2026 → Sep 4, 2026	≥$1K
Gilbert Ray Cisneros, Jr. D · HOUSE · CA-31	Sell	49 days Jul 17, 2026 → Sep 4, 2026	≥$1K
Alan Armstrong R · SENATE · OK	Buy	116 days Mar 27, 2026 → Jul 21, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Sell	6 days Jun 30, 2026 → Jul 6, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	20 days Jun 16, 2026 → Jul 6, 2026	≥$15K
Donald Trump R · EXECUTIVE	Sell	44 days May 18, 2026 → Jul 1, 2026	≥$15K
Donald Trump R · EXECUTIVE	Buy	51 days May 11, 2026 → Jul 1, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	13 days May 27, 2026 → Jun 9, 2026	≥$1K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

1,408

13F shares

83.3M

Total invested

$71.3B

Ownership

111.6%

New positions

382

Closed positions

147

Increased positions

911

Reduced positions

331

Put/Call ratio

0.92

Holder	Reported	Shares	Value	Δ Qtr
BLACKROCK, INC.	8/7/2026	9.2M	$7.9B	+17.14%
VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	5.1M	$4.4B	+9.45%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	4.1M	$3.5B	+10.56%
JPMORGAN CHASE & CO	8/12/2026	4.1M	$3.5B	+38.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8/14/2026	3.9M	$3.4B	+41.00%
FMR LLC	8/13/2026	3.5M	$3.0B	−51.02%
STATE STREET CORP	9/22/2026	3.5M	$3.0B	+13.66%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8/14/2026	3.4M	$2.9B	+100.92%
INVESCO LTD.	8/14/2026	3.2M	$2.7B	+170.00%
JANE STREET GROUP, LLC	8/14/2026	3.1M	$2.7B	+76.63%
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	2.2M	$1.9B	+5.53%
JANE STREET GROUP, LLC	8/14/2026	2.1M	$1.8B	+4.93%
JUPITER TOPCO LLC	8/14/2026	1.9M	$1.6B	—
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	8/13/2026	1.4M	$1.2B	+238.52%
MORGAN STANLEY	8/13/2026	1.3M	$1.1B	+27.48%
CITADEL ADVISORS LLC	9/2/2026	1.2M	$1.0B	+26.74%
NORGES BANK	8/12/2026	1.2M	$1.0B	—
CITADEL ADVISORS LLC	9/2/2026	1.1M	$973.7M	−8.62%
GOLDMAN SACHS GROUP INC	8/14/2026	1.1M	$950.7M	+24.38%
UBS GROUP AG	8/13/2026	1M	$885.3M	+49.41%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8/14/2026	983.9K	$844.3M	+1.02%
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	8/14/2026	983.9K	$844.3M	—
PRICE T ROWE ASSOCIATES INC /MD/	8/14/2026	940.2K	$806.7M	−28.23%
D. E. SHAW & CO., INC.	8/14/2026	741.7K	$636.4M	+15.49%
VALUE ALIGNED RESEARCH ADVISORS, LLC	8/17/2026	734.7K	$630.4M	−30.51%

Insider transactions

Insider	Type	Transacted	Price	Date
Ali Wajid	S-SALE	24.5K	$1,048.50	Oct 1

Analyst consensus

Buy25 analysts

Bearish · 0 · Hold · 7 · Bullish · 18

Earnings history

	EPS	Estimate
Q1 2025	$0.18	$0.12	Beat
Q2 2025	$0.42	$0.34	Beat
Q3 2025	$0.57	$0.50	Beat
Q4 2025	$0.88	$0.81	Beat
Q1 2026	$1.10	$1.03	Beat
Q2 2026	$1.67	$1.41	Beat
Q3 2026	$2.37	$2.27	Beat
Q4 2026	$3.23	$2.97	Beat

Peers

Company overview

IPO dateJul 23, 2015

CEOMichael E. Hurlston

Employees13,757

SectorTechnology

IndustryCommunication Equipment

CountryUS

ExchangeNASDAQ Global Select

Websitewww.lumentum.com

Lumentum Holdings Inc., established in 2015 and headquartered in San Jose, California, is a global leader in optical and photonic product manufacturing. The company's reach extends across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Lumentum operates through two principal business units: Optical Communications (OpComms) and Commercial Lasers. The OpComms segment develops and supplies components, modules, and subsystems essential for transmitting video, audio, and data across high-capacity fiber optic networks. Its offerings encompass a wide range of products, including tunable transponders, transceivers, and transmitter modules, alongside various tunable lasers, receivers, and modulators. Furthermore, this segment provides critical transport products such as reconfigurable optical add/drop multiplexers (ROADMs), optical amplifiers, and optical channel monitors. A comprehensive suite of components is also available, featuring 980nm, multi-mode, and Raman pumps; switches; attenuators; photodetectors; gain flattening filters; isolators; wavelength-division multiplexing (WDM) filters; arrayed waveguide gratings (AWGs); multiplex/de-multiplexers; and integrated passive modules. Distinctive innovations from this segment include the Super Transport Blade, which integrates multiple optical transport functions into a single unit; vertical-cavity surface-emitting lasers (VCSELs); directly modulated and electro-absorption modulated lasers; and advanced laser illumination sources for 3D sensing systems. OpComms serves key clientele in the telecommunications, data communications, consumer, and industrial markets. Conversely, the Commercial Lasers segment produces an array of laser technologies, such as diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers. These are primarily utilized in original equipment manufacturer (OEM) applications. This segment's laser solutions cater to a broad spectrum of markets and uses, including sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining.

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