Lumentum Holdings Ownership

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

Recent Insider Transactions

BMV:LITE * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Aug 26	SellMex$26,724,108	Jae Kim	Individual	1,904	Mex$14,035.77
21 May 26	SellMex$74,634,628	Ian Small	Individual	4,954	Mex$15,065.53
08 May 26	SellMex$54,883,913	Ian Small	Individual	3,500	Mex$15,699.89
12 Feb 26	SellMex$48,355,370	Vincent Retort	Individual	4,697	Mex$10,387.22
12 Feb 26	SellMex$41,236,529	Penelope Herscher	Individual	4,000	Mex$10,401.21
06 Feb 26	SellMex$44,909,263	Penelope Herscher	Individual	4,849	Mex$9,261.55
19 Nov 25	SellMex$17,170,675	Pamela Fletcher	Individual	3,421	Mex$5,019.20
17 Nov 25	SellMex$2,657,436	Pamela Fletcher	Individual	579	Mex$4,589.70
10 Nov 25	SellMex$49,748,245	Julia Johnson	Individual	10,000	Mex$4,974.82
07 Nov 25	SellMex$18,760,300	Matthew Sepe	Individual	4,232	Mex$4,432.96
07 Nov 25	SellMex$32,409,173	Isaac Harris	Individual	7,200	Mex$4,501.27

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LITE *?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	22,627	0.0252%
State or Government	68,426	0.0763%
Individual Insiders	585,342	0.653%
General Public	5,324,024	5.94%
Institutions	83,699,581	93.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 28.3%.

Top Shareholders

Top 25 shareholders own 55.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.2%	BlackRock, Inc.	9,179,958	Mex$134.6b	17.1%	0.08%
6.16%	Vanguard Capital Management, LLC	5,523,861	Mex$81.0b	9.55%	0.07%
4.56%	Vanguard Portfolio Management, LLC	4,092,283	Mex$60.0b	10.6%	0.15%
3.85%	State Street Investment Management	3,453,717	Mex$50.6b	13.7%	0.07%
3.59%	FMR LLC	3,223,875	Mex$47.3b	-53.1%	0.11%
3%	JP Morgan Asset Management	2,691,210	Mex$39.5b	69.9%	0.18%
2.78%	Invesco Capital Management LLC	2,493,874	Mex$36.6b	420%	0.22%
2.5%	Geode Capital Management, LLC	2,245,102	Mex$32.9b	5.53%	0.08%
2.11%	Janus Henderson Group Ltd.	1,889,608	Mex$27.7b	233%	0.51%
1.83%	T. Rowe Price Group, Inc.	1,639,158	Mex$24.0b	25.1%	0.1%
1.53%	Arrowstreet Capital, Limited Partnership	1,370,571	Mex$20.1b	239%	0.47%
1.51%	JPMorgan Chase & Co.	1,356,951	Mex$19.9b	-0.04%	0.13%
1.3%	Norges Bank Investment Management	1,168,079	Mex$17.1b	-9.26%	0.06%
1.1%	Charles Schwab Investment Management, Inc.	983,932	Mex$14.4b	1.02%	0.09%
1.02%	Morgan Stanley	913,974	Mex$13.4b	25.9%	0.06%
1.01%	Capital Research and Management Company	907,321	Mex$13.3b	-50.8%	0.03%
0.94%	UBS Asset Management AG	847,092	Mex$12.4b	-53.3%	0.04%
0.83%	The Goldman Sachs Group, Inc.	748,590	Mex$11.0b	23.5%	0.14%
0.82%	Value Aligned Research Advisors, LLC	734,687	Mex$10.8b	-30.5%	4.53%
0.81%	BMO Asset Management Corp.	723,041	Mex$10.6b	170%	0.17%
0.76%	Invesco Ltd.	682,386	Mex$10.0b	-2.13%	0.13%
0.74%	D. E. Shaw & Co., L.P.	668,011	Mex$9.8b	4,670%	0.37%
0.74%	Amundi Asset Management SAS	664,215	Mex$9.7b	191%	0.07%
0.7%	Northern Trust Global Investments	624,207	Mex$9.2b	8.01%	0.06%
0.66%	Winslow Capital Management, LLC	595,561	Mex$8.7b	0%	1.7%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/08/23 15:08
End of Day Share Price	2026/08/21 00:00
Earnings	2026/06/27
Annual Earnings	2026/06/27

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

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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 32 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