Lumentum Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

XTRA:LU2 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Feb 26	Sell€2,360,937	Vincent Retort	Individual	4,697	€507.15
12 Feb 26	Sell€2,013,362	Penelope Herscher	Individual	4,000	€507.84
06 Feb 26	Sell€2,197,972	Penelope Herscher	Individual	4,849	€453.28
19 Nov 25	Sell€811,119	Pamela Fletcher	Individual	3,421	€237.10
17 Nov 25	Sell€124,803	Pamela Fletcher	Individual	579	€215.55
10 Nov 25	Sell€2,340,496	Julia Johnson	Individual	10,000	€234.05
07 Nov 25	Sell€875,779	Matthew Sepe	Individual	4,232	€206.94
07 Nov 25	Sell€1,512,944	Isaac Harris	Individual	7,200	€210.13
18 Aug 25	Sell€127,545	Julia Johnson	Individual	1,250	€102.04

Insider Trading Volume

Insider Buying: LU2 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of LU2?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	107	0.000132%
State or Government	53,193	0.0654%
Individual Insiders	521,657	0.642%
Institutions	80,709,838	99.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.16% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.7%	FMR LLC	9,063,890	€5.3b	55%	0.35%
11.7%	BlackRock, Inc.	8,344,090	€4.9b	4.77%	0.08%
10.4%	The Vanguard Group, Inc.	7,388,774	€4.3b	-1.29%	0.07%
6.49%	Capital Research and Management Company	4,632,784	€2.7b	-18.5%	0.14%
2.98%	State Street Global Advisors, Inc.	2,128,565	€1.2b	-1.67%	0.05%
2.63%	UBS Asset Management AG	1,875,529	€1.1b	228%	0.11%
2.6%	Arrowstreet Capital, Limited Partnership	1,854,801	€1.1b	18.7%	0.8%
2.31%	Invesco Ltd.	1,651,032	€968.3m	-0.27%	0.31%
1.98%	Geode Capital Management, LLC	1,412,213	€828.3m	9.56%	0.06%
1.82%	Situational Awareness LP	1,298,400	€761.5m	0%	17.06%
1.8%	Norges Bank Investment Management	1,287,325	€755.0m	47.5%	0.06%
1.71%	JP Morgan Asset Management	1,219,230	€715.1m	695%	0.08%
1.64%	Value Aligned Research Advisors, LLC	1,172,201	€687.5m	0%	14.29%
1.44%	Polar Capital Holdings Plc	1,029,297	€603.7m	-30.6%	2.21%
1.39%	Assenagon Asset Management S.A.	994,478	€583.3m	707%	1.04%
1.36%	Fuller & Thaler Asset Management, Inc.	971,609	€569.9m	-23.1%	2.38%
1.2%	Jane Street Group, LLC	854,842	€501.4m	2.61%	0.76%
1.16%	Charles Schwab Investment Management, Inc.	830,722	€487.2m	-2.91%	0.08%
1.1%	Morgan Stanley	783,850	€459.7m	26.1%	0.06%
1.07%	Citigroup Inc.	765,201	€448.8m	1,100%	0.36%
1.05%	JPMorgan Chase & Co.	746,391	€437.8m	-10.1%	0.08%
0.97%	1832 Asset Management L.P.	691,036	€405.3m	17.7%	0.53%
0.96%	Aspex Management (HK) Limited	681,959	€400.0m	0%	9.74%
0.91%	Invesco Capital Management LLC	649,302	€380.8m	11.2%	0.14%
0.87%	BNP Paribas Financial Markets SNC	624,391	€366.2m	-24.6%	0.29%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/03/05 15:17
End of Day Share Price	2026/03/05 00:00
Earnings	2025/12/27
Annual Earnings	2025/06/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lumentum Holdings Inc. is covered by 28 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Skye Chen	Aletheia Analyst Network Limited
Thomas O'Malley	Barclays
Karl Ackerman	BNP Paribas