SEC 13F Intelligence

LUMENTUM HLDGS INC

CUSIP 55024UAH2

Lumentum Hldgs Inc has 33 institutional holders in Filings Flow’s 13F database, together reporting 484.81M shares worth $4.9B as of Q1 2026. The largest reported holders are Linden Advisors LP, D. E. Shaw & Co., Inc., and Capstone Investment Advisors, LLC.

Institutional Holders
33
Q1 2026
Reported Value
$4.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 37Q4 ’25Q1 ’26: 33Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $2.8BQ4 ’25Q1 ’26: $4.9BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
WHITEBOX ADVISORS LLC$8.1B AUM8.81%$716M71.03MQ1 2026
Sculptor Capital LP$9.6B AUM6.08%$584M57.90MQ1 2026
LINDEN ADVISORS LP$17.9B AUM5.29%$944M93.65MQ1 2026
SILVERBACK ASSET MANAGEMENT LLC$699M AUM4.88%$35M22.45MQ2 2025OLDER
FOURSIXTHREE CAPITAL LP$268M AUM2.99%$11M4.50MQ3 2025OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM2.70%$82M8.16MQ1 2026
Paloma Partners Management Co$510M AUM1.94%$11M2.00MQ4 2025OLDER
CSS LLC/IL$2.1B AUM1.77%$40M7.50MQ4 2025OLDER
STEELHEAD PARTNERS LLC$1.4B AUM1.39%$28M18.00MQ2 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM1.37%$17M7.0KQ3 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM1.31%$753M74.35MQ1 2026
Virtus Fixed Income Advisers, LLC$123M AUM0.98%$1M119.0KQ1 2026
CAMDEN ASSET MANAGEMENT L P /CA$2.9B AUM0.83%$35M23.05MQ2 2025OLDER
MACKAY SHIELDS LLC$2.7B AUM0.74%$22M9.06MQ3 2025OLDER
Elequin Capital, LP$1.2B AUM0.68%$8M779.4KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.48%$805M79.88MQ1 2026
Ares Systematic Credit Ltd$123M AUM0.43%$531,517100.0KQ1 2026
Calamos Advisors LLC$28.2B AUM0.41%$115M11.39MQ1 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.37%$50M5.00MQ1 2026
SSI INVESTMENT MANAGEMENT LLC$1.4B AUM0.33%$5M473.0KQ1 2026
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.31%$11M1.10MQ1 2026
RWC Asset Management LLP$2.4B AUM0.22%$4M2.70MQ2 2025OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.15%$11M1.22MQ1 2026
Teton Advisors, Inc.$164M AUM0.14%$230,688150.0KQ2 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.13%$273,08127.0KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.12%$296M55.65MQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.11%$296M29.29MQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.11%$134M13.21MQ1 2026
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.11%$6M4.00MQ2 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.08%$10M4.25MQ3 2025OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.05%$2M1.25MQ2 2025OLDER
Central Pacific Bank - Trust Division$984M AUM0.05%$390,987162.0KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.04%$6M2.45MQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$41M4.05MQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.02%$16M1.55MQ1 2026
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.02%$2M1.00MQ3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.02%$11M66.2KQ3 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$12M7.50MQ2 2025OLDER
Kohlberg Kravis Roberts & Co. L.P.$5.3B AUM0.01%$628,160260.0KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$35M26.33MQ3 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$171,44217.0KQ1 2026
Man Group plc$55.1B AUM0.00%$3M1.66MQ2 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$123M12.14MQ1 2026
FMR LLC$1.90T AUM0.00%$63M6.26MQ1 2026
Nuveen, LLC$369.3B AUM0.00%$12M7.50MQ2 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M800.0KQ2 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$302,54530.0KQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.00%$2M1.30MQ2 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$18M1.77MQ1 2026
UBS Group AG$666.3B AUM0.00%$12M7.50MQ2 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$100M9.85MQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M100.0KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$9M1.68MQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$9M3.65MQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6M1.14MQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M1.53MQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$7M653.0KQ1 2026
Stonegate Investment Group, LLC$4.3B AUM0.00%$19,93613.0KQ2 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$677,64767.0KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$205,14885.0KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$586,477381.0KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$695,54675.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$2M1.06MQ2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M137.0KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$36,244358.0KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$768,67476.0KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$20,2282.0KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1,5341.0KQ2 2025OLDER

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