SEC 13F Intelligence

LUMENTUM HLDGS INC

CUSIP 55024UAF6

Lumentum Hldgs Inc has 33 institutional holders in Filings Flow’s 13F database, together reporting 829.92M shares worth $4.2B as of Q1 2026. The largest reported holders are Linden Advisors LP, Millennium Management LLC, and Balyasny Asset Management L.P..

Institutional Holders
33
Q1 2026
Reported Value
$4.2B
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 40Q4 ’25Q1 ’26: 33Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $2.3BQ4 ’25Q1 ’26: $4.2BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CSS LLC/IL$2.1B AUM10.37%$217M40.46MQ1 2026
LINDEN ADVISORS LP$17.9B AUM8.43%$1.5B281.38MQ1 2026
MACKAY SHIELDS LLC$2.7B AUM5.26%$144M26.79MQ1 2026
Sculptor Capital LP$9.6B AUM4.89%$470M87.50MQ1 2026
K2 PRINCIPAL FUND, L.P.$1.4B AUM3.20%$40M14.0KQ4 2025OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM2.96%$14M5.00MQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM1.26%$114M21.38MQ1 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM1.15%$70M67.50MQ2 2025OLDER
STEELHEAD PARTNERS LLC$1.4B AUM1.04%$21M20.00MQ2 2025OLDER
ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM0.88%$7M5.00MQ3 2025OLDER
SILVERBACK ASSET MANAGEMENT LLC$699M AUM0.87%$9M6.50MQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.71%$547M102.06MQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.70%$94M67.56MQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.35%$842M157.27MQ1 2026
SHENKMAN CAPITAL MANAGEMENT INC$831M AUM0.28%$3M2.07MQ3 2025OLDER
Jain Global LLC$24.2B AUM0.19%$39M13.91MQ4 2025OLDER
SSI INVESTMENT MANAGEMENT LLC$1.4B AUM0.18%$3M1.90MQ3 2025OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.18%$6M2.10MQ4 2025OLDER
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.17%$8M5.67MQ3 2025OLDER
DNCA FINANCE$1.7B AUM0.09%$1M950.0KQ3 2025OLDER
Context Capital Management, LLC$4.3B AUM0.09%$3M2.5KQ2 2025OLDER
Jump Financial, LLC$7.5B AUM0.09%$8M7.50MQ2 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.08%$81M15.04MQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.05%$25M24.00MQ2 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.05%$1M258.0KQ1 2026
Kohlberg Kravis Roberts & Co. L.P.$5.3B AUM0.02%$1M245.0KQ1 2026
Calamos Advisors LLC$28.2B AUM0.02%$7M1.26MQ1 2026
Union Bancaire Privee, UBP SA$7.2B AUM0.02%$2M1.82MQ2 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$9M3.00MQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.01%$723,500135.0KQ1 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$12M8.50MQ3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$6M15.3KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$13M2.34MQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4,3654.23MQ2 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$21M20.00MQ2 2025OLDER
CITIGROUP INC$234.5B AUM0.01%$12M2.20MQ1 2026
Man Group plc$55.1B AUM0.00%$3M2.04MQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$2M1.20MQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M390.0KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$96M17.86MQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$12M11.27MQ2 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2,648933.0KQ4 2025OLDER
Amundi$367.1B AUM0.00%$9M8.45MQ2 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$2M1.70MQ2 2025OLDER
FMR LLC$1.90T AUM0.00%$50M9.40MQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M800.0KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$14M4.86MQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M3.90MQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M316.0KQ1 2026
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.00%$16,51216.0KQ2 2025OLDER
Stonegate Investment Group, LLC$4.3B AUM0.00%$57,09241.0KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$75M14.03MQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$25,00025.0KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M1.68MQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M1.02MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M1.62MQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$353,38466.0KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M1.21MQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$7M2.48MQ1 2026
&PARTNERS$20.2B AUM0.00%$65,28623.0KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M266.0KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$772,165144.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M382.0KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$883,453165.0KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$709,405250.0KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$47,965895.0KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$166,00031.0KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$12,27012.0KQ2 2025OLDER
Erste Asset Management GmbH$10.8B AUM$00Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.