LITE
Lumentum Holdings Inc. · Technology · Communication Equipment
Señales de momentum (gestores comparables):
amplitud de titulares +0.7% ·
flujo de acciones +3.6% ·
nuevas posiciones netas +1.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 174 | +4 | 60.35M | $51.36B | +12 | −7 |
| Q1 2026 | 172 | +23 | 60.73M | $39.54B | +26 | −4 |
| Q4 2025 | 148 | +1 | 75.87M | $22.91B | +2 | — |
| Q3 2025 | 21 | 0 | 37.39M | $6.08B | +2 | −3 |
| Q2 2025 | 19 | +2 | 35.02M | $3.33B | +2 | — |
| Q1 2025 | 14 | -2 | 16.47M | $1.03B | — | −2 |
| Q4 2024 | 16 | +3 | 15.15M | $1.27B | +3 | — |
| Q3 2024 | 12 | +2 | 10.40M | $659.33M | +4 | −2 |
| Q2 2024 | 10 | — | 7.79M | $396.94M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 9.33M | +57.3% | $3.44B | 0.2% | ▲ Add | 3 | SEC ↗ ×9 |
| 2 | BlackRock ✦ (pasivo) | 8.34M | +4.8% | $3.08B | 0.1% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | The Vanguard Group ✦ (pasivo) | 7.39M | -1.3% | $2.72B | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 4 | Capital World Investors ✦ | 3.62M | -10.9% | $1.33B | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 5 | Invesco Ltd. | 2.30M | — | $847.88M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 6 | State Street Global Advisors ✦ (pasivo) | 2.13M | -1.7% | $784.57M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 7 | JPMorgan Chase ✦ | 1.97M | -0.1% | $724.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 8 | Arrowstreet Capital ✦ | 1.85M | +18.6% | $683.66M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 1.58M | — | $583.29M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 10 | Geode Capital Management ✦ (pasivo) | 1.41M | +9.6% | $521.56M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 11 | Norges Bank ✦ (pasivo) | 1.29M | Nuevo | $474.50M | 0.1% | New | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.05M | +11.1% | $387.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×16 |
| 13 | Capital Research Global Investors | 1.01M | — | $373.92M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Assenagon Asset Management S.A. | 994.48K | — | $366.55M | 0.6% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 854.84K | — | $315.09M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 16 | Charles Schwab Investment… | 830.72K | — | $306.20M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citigroup Inc | 765.20K | — | $282.05M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 18 | 1832 Asset Management L.P. | 691.04K | — | $254.71M | 0.3% | n/c | 1 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 624.39K | — | $230.14M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 20 | Bank Of America Corp /De/ | 584.90K | — | $215.59M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 21 | Northern Trust Corp | 566.40K | — | $208.77M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 22 | Voya Investment Management Llc | 544.60K | — | $200.73M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 23 | Fisher Asset Management ✦ | 535.72K | -34.5% | $197.46M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 983.19K | — | $192.33M | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 25 | Dimensional Fund Advisors Lp | 506.99K | — | $186.87M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 26 | T. Rowe Price ✦ | 499.61K | +66.6% | $184.15M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 27 | Neuberger Berman Group LLC | 485.95K | — | $179.66M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 28 | Ameriprise Financial Inc | 457.41K | — | $168.60M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 29 | Point72 Asset Management ✦ | 456.87K | Nuevo | $168.40M | 0.3% | New | 1 | SEC ↗ ×2 |
| 30 | Goldman Sachs Group ✦ | 436.35K | +168.2% | $160.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 31 | Millennium Management ✦ | 415.16K | +16.4% | $153.02M | 0.1% | ▲ Add | 7 | SEC ↗ ×4 |
| 32 | Hsbc Holdings Plc | 388.33K | — | $143.45M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 33 | Nomura Asset Management Co Ltd | 369.80K | — | $136.31M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 34 | Nuveen, LLC | 344.95K | — | $127.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Susquehanna International Group, Llp | 333.56K | — | $122.95M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Federated Hermes, Inc. | 314.58K | — | $115.95M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 37 | Barclays Plc | 307.84K | — | $113.47M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 38 | UBS AM, a distinct business unit of… | 293.04K | — | $108.01M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 39 | Alliancebernstein L.P. | 285.60K | — | $105.27M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Janus Henderson Group Plc | 215.51K | — | $79.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Two Sigma Investments ✦ | 205.91K | -67.5% | $75.90M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 42 | Legal & General Group Plc | 190.50K | — | $70.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Raymond James Financial Inc | 190.35K | — | $70.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 44 | Balyasny Asset Management L.P. | 189.69K | — | $69.92M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 45 | Rhumbline Advisers | 182.58K | — | $67.30M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Franklin Resources Inc | 160.96K | — | $59.33M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Royal Bank Of Canada | 157.27K | — | $57.97M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 48 | Amundi | 152.89K | — | $56.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 49 | Principal Financial Group Inc | 152.43K | — | $56.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Nomura Holdings Inc | 148.03K | — | $54.56M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 51 | Peak6 Llc | 146.98K | — | $54.18M | 0.7% | n/c | 1 | SEC ↗ ×2 |
| 52 | Swiss National Bank | 141.31K | — | $52.09M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 133.78K | — | $49.31M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 54 | Bank Of Montreal /Can/ | 130.32K | — | $48.04M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 55 | BNP Paribas Asset Management… | 6.97M | — | $46.58M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 56 | Holocene Advisors, LP | 121.68K | — | $44.85M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | California Public Employees… | 117.64K | — | $43.36M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | LMR Partners LLP | 109.27K | — | $40.28M | 0.5% | n/c | 1 | SEC ↗ ×2 |
| 59 | Connor, Clark & Lunn Investment… | 106.73K | — | $39.34M | 0.1% | n/c | 1 | SEC ↗ |
| 60 | Nomura Asset Management… | 104.01K | — | $38.34M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Marshall Wace ✦ | 99.29K | +42.2% | $36.60M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 62 | Squarepoint Ops LLC | 97.70K | — | $36.01M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | First Trust Advisors Lp | 95.06K | — | $35.04M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Universal- Beteiligungs- und… | 94.81K | — | $34.94M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 65 | Russell Investments Group, Ltd. | 92.12K | — | $33.96M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 66 | Citadel Advisors ✦ | 91.68K | -93.3% | $33.79M | 0.0% | ▼ Trim | 7 | SEC ↗ ×3 |
| 67 | Wellington Management ✦ | 90.90K | -50.0% | $33.51M | 0.0% | ▼ Trim | 5 | SEC ↗ ×9 |
| 68 | AQR Capital Management ✦ | 83.73K | +108.5% | $30.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 69 | Allianz Asset Management GmbH | 74.29K | — | $27.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 70 | Qube Research & Technologies Ltd | 72.02K | — | $26.54M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Hrt Financial Lp | 71.66K | — | $26.41M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Tidal Investments LLC | 70.12K | — | $25.85M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 73 | Bank Of Nova Scotia | 69.27K | — | $25.53M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | California State Teachers… | 67.29K | — | $24.80M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Sei Investments Co | 384.51K | — | $22.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 76 | State Board Of Administration Of… | 60.19K | — | $22.19M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | State Of Wisconsin Investment Board | 3.04M | — | $22.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Swedbank AB | 59.60K | — | $21.97M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | LPL Financial LLC | 58.85K | — | $21.69M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Focus Partners Wealth | 3.14M | — | $19.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Man Group plc | 53.37K | — | $19.67M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Manufacturers Life Insurance… | 50.44K | — | $18.60M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 45.21K | — | $16.66M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 84 | New York State Common Retirement… | 41.24K | — | $15.20M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Credit Agricole S A | 26.59K | — | $9.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | National Bank Of Canada /Fi/ | 25.48K | — | $9.39M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Lazard Asset Management Llc | 23.05K | — | $8.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 88 | Td Asset Management Inc | 22.20K | — | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Zurcher Kantonalbank (Zurich… | 22.08K | — | $8.14M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Victory Capital Management Inc | 21.83K | — | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bridgewater Associates ✦ | 20.77K | +142.9% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Group One Trading Llc | 20.49K | — | $7.55M | 0.2% | n/c | 1 | SEC ↗ |
| 93 | Mirae Asset Global Investments Co.… | 18.33K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Quantinno Capital Management LP | 18.17K | — | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 18.14K | — | $6.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 96 | Simplex Trading, Llc | 17.72K | — | $6.53M | 0.2% | n/c | 1 | SEC ↗ |
| 97 | Toronto Dominion Bank | 17.16K | — | $6.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Prudential Financial Inc | 16.01K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | Gotham Asset Management ✦ | 14.83K | -9.2% | $5.47M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 100 | Northwestern Mutual Wealth… | 16.60K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $474.50M | 0.1% |
| Point72 Asset Management | $168.40M | 0.3% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 582.00K acciones, $3.12M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 24.54K acc. · $25.73M
Officer · 307 acc. · $290,115
Officer · 500 acc. · $474,250
Officer · 500 acc. · $467,875
Officer · 500 acc. · $460,535
Officer · 500 acc. · $473,280
Officer · 500 acc. · $467,775
Officer · 500 acc. · $479,635
Officer · 500 acc. · $460,000
Officer · 500 acc. · $466,725
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología