LITE
Lumentum Holdings Inc. · Technology · Communication Equipment
Señales de momentum (gestores comparables):
amplitud de titulares +2.4% ·
flujo de acciones -1.5% ·
nuevas posiciones netas +2.9%
— 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 Q2 2026
| 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 | BlackRock ✦ (pasivo) | 9.18M | +17.1% | $7.88B | 0.1% | ▲ Add | 5 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 5.08M | +9.4% | $4.36B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 4.06M | +38.0% | $3.46B | 0.2% | ▲ Add | 4 | SEC ↗ ×25 |
| 4 | Fidelity (FMR) ✦ | 3.52M | -51.0% | $3.02B | 0.1% | ▼ Trim | 5 | SEC ↗ ×9 |
| 5 | State Street Global Advisors ✦ (pasivo) | 3.45M | +13.7% | $2.96B | 0.1% | ▲ Add | 7 | SEC ↗ |
| 6 | Invesco Ltd. | 3.18M | +170.0% | $2.73B | 0.2% | ▲ Add | 3 | SEC ↗ ×16 |
| 7 | Geode Capital Management ✦ (pasivo) | 2.25M | +5.5% | $1.92B | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Arrowstreet Capital ✦ | 1.37M | +238.5% | $1.18B | 0.5% | ▲ Add | 5 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.31M | +27.5% | $1.12B | 0.1% | ▲ Add | 4 | SEC ↗ ×20 |
| 10 | Norges Bank ✦ (pasivo) | 1.17M | Nuevo | $1.00B | 0.1% | New | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 1.11M | +24.4% | $950.69M | 0.1% | ▲ Add | 4 | SEC ↗ ×6 |
| 12 | Charles Schwab Investment… | 983.93K | +1.0% | $844.27M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | T. Rowe Price ✦ | 940.17K | -28.2% | $806.72M | 0.1% | ▼ Trim | 9 | SEC ↗ ×2 |
| 14 | Bank Of Montreal /Can/ | 723.04K | +169.8% | $620.41M | 0.2% | ▲ Add | 3 | SEC ↗ ×11 |
| 15 | Bank Of America Corp /De/ | 677.84K | +18.4% | $581.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 16 | D. E. Shaw & Co. ✦ | 668.01K | +4669.5% | $573.19M | 0.4% | ▲ Add | 4 | SEC ↗ ×3 |
| 17 | Amundi | 658.43K | +188.7% | $564.97M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 18 | Capital World Investors ✦ | 638.22K | -51.4% | $547.63M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 19 | Nuveen, LLC | 626.01K | +14.5% | $537.15M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Northern Trust Corp | 624.21K | +8.0% | $535.61M | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 21 | Schroder Investment Management Group | 603.51K | -0.4% | $517.85M | 0.4% | ▼ Trim | 2 | SEC ↗ ×8 |
| 22 | Bnp Paribas Financial Markets | 552.81K | +2.1% | $474.35M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | UBS AM, a distinct business unit of… | 501.03K | +25.4% | $429.91M | 0.1% | ▲ Add | 3 | SEC ↗ ×11 |
| 24 | DZ BANK AG Deutsche Zentral… | 486.12K | +13.7% | $417.12M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Franklin Resources Inc | 478.86K | +60.2% | $410.89M | 0.1% | ▲ Add | 3 | SEC ↗ ×11 |
| 26 | Barclays Plc | 457.55K | -17.7% | $392.60M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | Voya Investment Management Llc | 457.41K | +17.8% | $392.49M | 0.4% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Bank of New York Mellon Corp | 715.16K | -10.4% | $387.14M | 0.1% | ▼ Trim | 3 | SEC ↗ ×22 |
| 29 | Legal & General Group Plc | 438.83K | +61.0% | $376.54M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | AQR Capital Management ✦ | 400.74K | +5.1% | $343.52M | 0.1% | ▲ Add | 5 | SEC ↗ ×11 |
| 31 | Federated Hermes, Inc. | 386.42K | +34.4% | $331.57M | 0.5% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | Dimensional Fund Advisors Lp | 374.72K | +4.3% | $321.53M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 33 | UBS Group AG | 346.06K | -75.5% | $296.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 34 | Marshall Wace ✦ | 338.49K | +12.9% | $290.44M | 0.2% | ▲ Add | 7 | SEC ↗ ×2 |
| 35 | Swedbank AB | 336.66K | +1.3% | $288.87M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Squarepoint Ops LLC | 331.99K | +61.8% | $284.87M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 37 | Hsbc Holdings Plc | 329.02K | -31.8% | $279.97M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 38 | Raymond James Financial Inc | 305.32K | +70.4% | $261.98M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 39 | Citigroup Inc | 297.01K | -24.3% | $254.85M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 40 | Jane Street Group, Llc | 292.83K | -69.4% | $251.27M | 0.2% | ▼ Trim | 3 | SEC ↗ ×6 |
| 41 | Wells Fargo & Company/Mn | 282.68K | -17.2% | $242.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 42 | Neuberger Berman Group LLC | 280.34K | +35.4% | $240.53M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Royal Bank Of Canada | 272.98K | +14.4% | $234.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 44 | Capital Research Global Investors | 269.10K | -49.4% | $230.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Deutsche Bank Ag\ | 255.88K | -53.0% | $219.56M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 46 | Susquehanna International Group, Llp | 254.44K | -26.6% | $218.32M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 47 | Sei Investments Co | 362.67K | +0.1% | $209.86M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 48 | Two Sigma Investments ✦ | 240.23K | -39.5% | $206.13M | 0.2% | ▼ Trim | 9 | SEC ↗ ×2 |
| 49 | Alyeska Investment Group, L.P. | 225.03K | Nuevo | $193.09M | 0.5% | New | 1 | SEC ↗ |
| 50 | Assenagon Asset Management S.A. | 203.66K | -68.4% | $174.76M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Swiss National Bank | 201.38K | -3.2% | $172.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 199.64K | -1.6% | $171.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 53 | Mitsubishi UFJ Asset Management… | 197.43K | +13.1% | $169.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 186.34K | -5.7% | $159.90M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 55 | Clearbridge Investments, LLC | 182.11K | Nuevo | $156.26M | 0.1% | New | 1 | SEC ↗ |
| 56 | Sumitomo Mitsui Trust Group, Inc. | 180.25K | +27.9% | $154.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | BNP Paribas Asset Management… | 179.92K | -95.1% | $154.38M | 0.2% | ▼ Trim | 3 | SEC ↗ ×6 |
| 58 | American Century Companies Inc | 175.35K | +179.3% | $150.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 163.00K | -49.2% | $139.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 60 | Balyasny Asset Management L.P. | 154.18K | +63.1% | $132.30M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 61 | FIL Ltd | 153.37K | +4.9% | $131.60M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 62 | Rhumbline Advisers | 142.10K | +13.8% | $121.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 63 | Artisan Partners Limited Partnership | 139.76K | Nuevo | $119.92M | 0.2% | New | 1 | SEC ↗ |
| 64 | Tidal Investments LLC | 139.53K | +16.0% | $119.73M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 65 | First Trust Advisors Lp | 128.80K | +74.5% | $110.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Principal Financial Group Inc | 127.24K | +7.3% | $109.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Nomura Asset Management Co Ltd | 124.77K | +22.6% | $107.06M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 68 | Wellington Management ✦ | 121.23K | -28.4% | $104.03M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 69 | California Public Employees… | 119.52K | +4.5% | $102.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Allspring Global Investments… | 117.70K | +426.1% | $94.30M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 71 | Bank Julius Baer & Co. Ltd, Zurich | 107.90K | Nuevo | $92.86M | 0.2% | New | 1 | SEC ↗ |
| 72 | LPL Financial LLC | 107.97K | +52.1% | $92.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 106.48K | +11.2% | $91.34M | 0.1% | ▲ Add | 3 | SEC ↗ ×15 |
| 74 | National Pension Service | 104.05K | +2501.2% | $89.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Citadel Advisors ✦ | 102.60K | -27.1% | $88.04M | 0.1% | ▼ Trim | 9 | SEC ↗ ×2 |
| 76 | Danske Bank A/S | 102.20K | +240.7% | $87.69M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 77 | Hrt Financial Lp | 96.40K | -61.8% | $82.72M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 78 | Mirae Asset Global Investments Co.… | 91.15K | +30.9% | $78.22M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 79 | Td Asset Management Inc | 91.10K | +79.4% | $78.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 80 | ProShare Advisors LLC | 88.33K | +574.2% | $75.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank Of Nova Scotia | 87.49K | +863.9% | $75.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 82 | Royal London Asset Management Ltd | 77.29K | +38.6% | $66.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Toronto Dominion Bank | 74.04K | -72.8% | $63.53M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 84 | Canada Pension Plan Investment Board | 73.04K | +1454.0% | $62.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Pictet Asset Management Holding SA | 71.32K | +102.0% | $61.20M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 86 | Healthcare Of Ontario Pension Plan… | 70.74K | +1478.0% | $60.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 87 | Credit Agricole S A | 67.87K | +74.8% | $58.24M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 88 | Jennison Associates Llc | 66.86K | Nuevo | $57.37M | 0.0% | New | 1 | SEC ↗ |
| 89 | Zurcher Kantonalbank (Zurich… | 66.24K | +254.8% | $56.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 90 | Holocene Advisors, LP | 66.00K | -32.3% | $56.63M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 91 | Adage Capital Partners ✦ | 65.30K | +2315.8% | $56.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | Alliancebernstein L.P. | 79.63K | -18.9% | $55.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Millennium Management ✦ | 64.18K | -47.4% | $55.07M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 94 | State Board Of Administration Of… | 62.02K | -0.9% | $53.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 95 | Ensign Peak Advisors, Inc | 61.09K | -6.4% | $52.42M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 96 | Aviva Plc | 59.66K | +14.2% | $51.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 97 | Envestnet Asset Management Inc | 59.49K | +301.7% | $51.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Victory Capital Management Inc | 56.49K | +153.1% | $48.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Mariner, LLC | 55.20K | +68.4% | $47.37M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 100 | Universal- Beteiligungs- und… | 53.94K | -30.3% | $46.28M | 0.1% | ▼ Trim | 3 | 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 | $1.00B | 0.1% |
| Alyeska Investment Group, L.P. | $193.09M | 0.5% |
| Clearbridge Investments, LLC | $156.26M | 0.1% |
| Artisan Partners Limited… | $119.92M | 0.2% |
| Bank Julius Baer & Co. Ltd… | $92.86M | 0.2% |
| Jennison Associates Llc | $57.37M | 0.0% |
Posición cerrada
| 1832 Asset Management L.P. | $199.19M | era 0.3% |
| Tiger Global Management | $96.14M | era 0.4% |
| LMR Partners LLP | $28.95M | era 0.3% |
| Walleye Trading LLC | $11.57M | era 0.2% |
| Duquesne Family Office | $4.89M | era 0.2% |
| Loomis Sayles & Co L P | $1.27M | era 0.0% |
| Belvedere Trading LLC | $877,044 | era 0.1% |
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