Ficha del valor · trimestre archivado
LITE
Lumentum Holdings Inc. · Technology · Communication Equipment
172Tenedores rastreados
+23Δ titulares
60.73MAcciones mantenidas
$39.54BValor declarado
+26Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +15.4% ·
flujo de acciones -16.2% ·
nuevas posiciones netas +12.8%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 172 | +4 | 59.68M | $50.78B | +12 | −9 |
| 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 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 7.84M | -6.1% | $5.51B | 0.1% | ▼ Trim | 4 | SEC ↗ ×24 |
| 2 | Fidelity (FMR) ✦ | 7.19M | -23.0% | $5.05B | 0.3% | ▼ Trim | 4 | SEC ↗ ×9 |
| 3 | Vanguard Capital Management Llc | 4.64M | — | $3.26B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 3.04M | +42.8% | $2.14B | 0.1% | ▲ Add | 6 | SEC ↗ ×4 |
| 5 | JPMorgan Chase ✦ | 2.94M | +49.6% | $1.93B | 0.1% | ▲ Add | 3 | SEC ↗ ×21 |
| 6 | Geode Capital Management ✦ (pasivo) | 2.13M | +50.6% | $1.49B | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | UBS Group AG | 1.41M | -10.7% | $992.72M | 0.2% | ▼ Trim | 2 | SEC ↗ ×7 |
| 8 | Capital World Investors ✦ | 1.31M | -63.7% | $923.32M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 1.31M | +162.2% | $920.55M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 10 | Invesco Ltd. | 1.18M | -48.9% | $826.72M | 0.1% | ▼ Trim | 2 | SEC ↗ ×12 |
| 11 | Morgan Stanley ✦ | 1.03M | -2.3% | $722.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 12 | Charles Schwab Investment… | 974.03K | +17.2% | $684.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 956.35K | +11.9% | $672.09M | 0.7% | ▲ Add | 2 | SEC ↗ ×9 |
| 14 | Goldman Sachs Group ✦ | 890.78K | +104.1% | $626.00M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | Assenagon Asset Management S.A. | 644.26K | -35.2% | $452.76M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 16 | Schroder Investment Management Group | 606.06K | — | $425.91M | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 17 | Northern Trust Corp | 577.90K | +2.0% | $406.12M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 18 | Bank Of America Corp /De/ | 572.55K | -2.1% | $402.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 19 | Janus Henderson Group Plc | 567.18K | +163.2% | $398.59M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Barclays Plc | 556.06K | +80.6% | $390.78M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 21 | Nuveen, LLC | 546.87K | +58.5% | $384.32M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Deutsche Bank Ag\ | 544.56K | +1104.5% | $382.69M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 23 | Bnp Paribas Financial Markets | 541.27K | -13.3% | $380.38M | 0.3% | ▼ Trim | 2 | SEC ↗ ×5 |
| 24 | Capital Research Global Investors | 531.39K | -47.6% | $373.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 482.64K | +24.3% | $335.17M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 26 | Bank of New York Mellon Corp | 797.86K | -18.9% | $323.19M | 0.1% | ▼ Trim | 2 | SEC ↗ ×24 |
| 27 | DZ BANK AG Deutsche Zentral… | 427.42K | +13881.6% | $300.37M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Arrowstreet Capital ✦ | 404.87K | -78.2% | $284.52M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 399.69K | +36.4% | $280.89M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 30 | Two Sigma Investments ✦ | 396.78K | +92.7% | $278.84M | 0.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 31 | Citigroup Inc | 392.16K | -48.8% | $275.59M | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 32 | Voya Investment Management Llc | 388.26K | -28.7% | $272.86M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 33 | AQR Capital Management ✦ | 381.13K | +355.2% | $263.75M | 0.1% | ▲ Add | 4 | SEC ↗ ×10 |
| 34 | Dimensional Fund Advisors Lp | 359.17K | -29.2% | $252.27M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 35 | Susquehanna International Group, Llp | 346.60K | +3.9% | $243.58M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 341.41K | +155.2% | $239.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 37 | Swedbank AB | 332.44K | +457.8% | $233.63M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Ameriprise Financial Inc | 320.97K | -29.8% | $225.35M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 39 | Marshall Wace ✦ | 299.67K | +201.8% | $210.60M | 0.2% | ▲ Add | 6 | SEC ↗ ×4 |
| 40 | Franklin Resources Inc | 298.82K | +85.7% | $210.00M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 41 | Federated Hermes, Inc. | 287.44K | -8.6% | $202.00M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 42 | 1832 Asset Management L.P. | 283.44K | -59.0% | $199.19M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 43 | Legal & General Group Plc | 272.49K | +43.0% | $191.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Toronto Dominion Bank | 272.40K | +1487.2% | $191.43M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Bank Of Montreal /Can/ | 268.02K | +105.7% | $188.36M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 46 | Hrt Financial Lp | 252.20K | +251.9% | $177.24M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Royal Bank Of Canada | 238.58K | +51.7% | $167.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 48 | Amundi | 228.07K | +49.2% | $160.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 49 | Swiss National Bank | 208.01K | +47.2% | $146.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Neuberger Berman Group LLC | 207.00K | -57.4% | $144.99M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Squarepoint Ops LLC | 205.25K | +110.1% | $144.24M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 202.84K | Nuevo | $142.55M | 0.2% | New | 1 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 197.53K | +675.1% | $138.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 54 | Raymond James Financial Inc | 179.16K | -5.9% | $125.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 55 | Mitsubishi UFJ Asset Management… | 174.50K | +3080.7% | $122.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Wellington Management ✦ | 169.30K | +86.2% | $118.98M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 57 | FIL Ltd | 146.16K | Nuevo | $102.72M | 0.1% | New | 1 | SEC ↗ ×4 |
| 58 | Sumitomo Mitsui Trust Group, Inc. | 140.97K | Nuevo | $99.07M | 0.1% | New | 1 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 140.75K | +53.5% | $98.91M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 60 | Tiger Global Management ✦ | 136.80K | Nuevo | $96.14M | 0.4% | New | 1 | SEC ↗ |
| 61 | BNP Paribas Asset Management… | 3.64M | -47.8% | $92.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 62 | Rhumbline Advisers | 124.87K | -31.6% | $87.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | Millennium Management ✦ | 122.01K | -70.6% | $85.75M | 0.1% | ▼ Trim | 8 | SEC ↗ ×3 |
| 64 | Tidal Investments LLC | 120.25K | +71.5% | $84.45M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Principal Financial Group Inc | 118.55K | -22.2% | $83.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | California Public Employees… | 114.39K | -2.8% | $80.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Nomura Asset Management Co Ltd | 101.74K | -72.5% | $71.50M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 68 | Holocene Advisors, LP | 97.45K | -19.9% | $68.49M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 95.76K | +3.9% | $67.29M | 0.1% | ▲ Add | 2 | SEC ↗ ×13 |
| 70 | Balyasny Asset Management L.P. | 94.56K | -50.1% | $66.45M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 71 | IMC-Chicago, LLC | 93.52K | Nuevo | $65.72M | 1.0% | New | 1 | SEC ↗ |
| 72 | Point72 Asset Management ✦ | 92.12K | -79.8% | $64.74M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | Fisher Asset Management ✦ | 88.36K | -83.5% | $62.10M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 74 | California State Teachers… | 82.03K | +21.9% | $57.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Prudential Financial Inc | 79.82K | +398.5% | $56.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Universal- Beteiligungs- und… | 77.39K | -18.4% | $54.39M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 77 | First Trust Advisors Lp | 73.83K | -22.3% | $51.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | LPL Financial LLC | 70.98K | +20.6% | $49.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Mirae Asset Global Investments Co.… | 69.66K | +280.1% | $48.96M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Ensign Peak Advisors, Inc | 65.27K | +1579.7% | $45.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | American Century Companies Inc | 62.79K | Nuevo | $44.12M | 0.0% | New | 1 | SEC ↗ |
| 82 | State Board Of Administration Of… | 62.58K | +4.0% | $43.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Royal London Asset Management Ltd | 55.75K | Nuevo | $39.18M | 0.1% | New | 1 | SEC ↗ |
| 84 | Simplex Trading, Llc | 52.81K | +198.0% | $37.11M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Aviva Plc | 52.21K | Nuevo | $36.69M | 0.1% | New | 1 | SEC ↗ |
| 86 | Connor, Clark & Lunn Investment… | 51.73K | -51.5% | $36.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 87 | Alliancebernstein L.P. | 98.20K | -65.6% | $36.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Td Asset Management Inc | 50.79K | +128.8% | $35.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Sei Investments Co | 362.19K | -5.8% | $34.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 90 | State Of Wisconsin Investment Board | 44.52K | -98.5% | $31.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 91 | Korea Investment CORP | 44.39K | Nuevo | $31.20M | 0.1% | New | 1 | SEC ↗ |
| 92 | Nomura Holdings Inc | 41.20K | -72.2% | $28.95M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 93 | LMR Partners LLP | 41.19K | -62.3% | $28.95M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | New York State Common Retirement… | 40.94K | -0.7% | $28.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Man Group plc | 39.68K | -25.6% | $27.89M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 96 | Credit Agricole S A | 38.83K | +46.0% | $27.29M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 97 | Manufacturers Life Insurance… | 38.48K | -23.7% | $27.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Allianz Asset Management GmbH | 38.39K | -48.3% | $26.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 99 | Pictet Asset Management Holding SA | 35.32K | +232.4% | $24.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Chevy Chase Trust Holdings, LLC | 35.18K | Nuevo | $24.72M | 0.1% | New | 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
| Renaissance Technologies | $142.55M | 0.2% |
| FIL Ltd | $102.72M | 0.1% |
| Sumitomo Mitsui Trust Group… | $99.07M | 0.1% |
| Tiger Global Management | $96.14M | 0.4% |
| IMC-Chicago, LLC | $65.72M | 1.0% |
| American Century Companies Inc | $44.12M | 0.0% |
| Royal London Asset Management… | $39.18M | 0.1% |
| Aviva Plc | $36.69M | 0.1% |
| Korea Investment CORP | $31.20M | 0.1% |
| Chevy Chase Trust Holdings… | $24.72M | 0.1% |
Posición cerrada
| Norges Bank | $474.50M | era 0.1% |
| Qube Research & Technologies… | $26.54M | era 0.0% |
| Caisse De Depot Et Placement… | $3.35M | era 0.0% |
| Alyeska Investment Group, L.P. | $1.20M | era 0.0% |
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.
Frecuentemente cotituladas
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)
Oct 01
Ali Wajid
Officer · 24.54K acc. · $25.73M
Sep 29
Wupen Yuen
Officer · 307 acc. · $290,115
Sep 28
Wupen Yuen
Officer · 500 acc. · $474,250
Sep 25
Wupen Yuen
Officer · 500 acc. · $467,875
Sep 24
Wupen Yuen
Officer · 500 acc. · $460,535
Sep 23
Wupen Yuen
Officer · 500 acc. · $473,280
Sep 22
Wupen Yuen
Officer · 500 acc. · $467,775
Sep 21
Wupen Yuen
Officer · 500 acc. · $479,635
Sep 18
Wupen Yuen
Officer · 500 acc. · $460,000
Sep 17
Wupen Yuen
Officer · 500 acc. · $466,725
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Jul 08
SC 13G/A — FMR LLC
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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