Lumentum Holdings Inc.
LITEFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Lumentum Holdings Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 13 annual periods. The latest annual period ends Jun 28, 2025. The latest insider filing shown is dated Jun 4, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2026-03-31 | 562 | $395K | SEC filing |
| PINNBROOK CAPITAL MANAGEMENT LP | 2026-03-31 | 723 | $508K | SEC filing |
| Cynosure Group, LLC | 2026-03-31 | 660 | $464K | SEC filing |
| Capelight Capital Asset Management LP | 2026-03-31 | 10,000 | $7.03M | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 456,861 | $321M | SEC filing |
| Capital Asset Advisory Services LLC | 2026-03-31 | 228 | Not shown | SEC filing |
| GM Advisory Group, LLC | 2026-03-31 | 992 | $697K | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 2,420 | $1.7M | SEC filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-03-31 | 10,016 | $7.68M | SEC filing |
| Global Trust Asset Management, LLC | 2026-03-31 | 14,730 | $10.4M | SEC filing |
| HHLR ADVISORS, LTD. | 2026-03-31 | 1,500 | $1.05M | SEC filing |
| Valliance Asset Management Ltd | 2026-03-31 | 47,640 | $33.5M | SEC filing |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2026-03-31 | 2,389 | $1.68M | SEC filing |
| WESTPORT ASSET MANAGEMENT INC | 2026-03-31 | 9,500 | $6.68M | SEC filing |
| MEEDER ASSET MANAGEMENT INC | 2026-03-31 | 90 | $63.2K | SEC filing |
| SANDS CAPITAL MANAGEMENT, LLC | 2026-03-31 | 312 | $219K | SEC filing |
| State of Wyoming | 2026-03-31 | 1,066 | $749K | SEC filing |
| Panoramic Hills Capital Ltd | 2026-03-31 | 200,000 | $141M | SEC filing |
| GUGGENHEIM CAPITAL LLC | 2026-03-31 | 3,394 | $2.39M | SEC filing |
| B. Riley Wealth Advisors, Inc. | 2026-03-31 | 1,365 | $894K | SEC filing |
- Each value is checked against Lumentum Holdings Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Lumentum Holdings Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-21 · Small Ian: Larger than 143 of the 156 other insider sales of Common Stock on file. SEC filing
- 2026-02-12 · Retort Vincent: Larger than 147 of the 156 other insider sales of Common Stock on file. SEC filing
- 2026-02-06 · HERSCHER PENNY: Larger than 142 of the 156 other insider sales of Common Stock on file. SEC filing
- 2025-11-10 · Johnson Julia Suzanne: Larger than 148 of the 156 other insider sales of Common Stock on file. SEC filing
- 2025-11-07 · Harris Isaac Hosojiro: Larger than 146 of the 156 other insider sales of Common Stock on file. SEC filing
- 2025-07-29 · Retort Vincent: Larger than all 156 other insider sales of Common Stock on file. SEC filing
- 2025-06-26 · LOWE ALAN S: Larger than 153 of the 156 other insider sales of Common Stock on file. SEC filing
- 2025-06-18 · LOWE ALAN S: Larger than 153 of the 156 other insider sales of Common Stock on file. SEC filing
- 2025-06-04 · LOWE ALAN S: Larger than 148 of the 156 other insider sales of Common Stock on file. SEC filing
- 2025-05-15 · Wupen Yuen: Larger than 141 of the 156 other insider sales of Common Stock on file. SEC filing
- 2024-11-29 · Ali Wajid: Larger than 145 of the 156 other insider sales of Common Stock on file. SEC filing
- 2024-11-29 · Ali Wajid: Larger than 151 of the 156 other insider sales of Common Stock on file. SEC filing
- 2024-11-29 · Ali Wajid: Larger than 150 of the 156 other insider sales of Common Stock on file. SEC filing
- 2024-11-25 · Retort Vincent: Larger than 155 of the 156 other insider sales of Common Stock on file. SEC filing
- 2024-11-25 · Retort Vincent: Larger than 152 of the 156 other insider sales of Common Stock on file. SEC filing
- 2024-11-22 · COVERT HAROLD L: Larger than 144 of the 156 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-02 | Harris Isaac Hosojiro · Director | Common Stock | S — Open market or private sale | −1,416 | 1,000.08 | SEC filing |
| 2026-05-29 | Harris Isaac Hosojiro · Director | Common Stock | S — Open market or private sale | −4,000 | 860.00 | SEC filing |
| 2026-05-21 | Small Ian · Director | Common Stock | S — Open market or private sale | −4,954 | 868.07 | SEC filing |
| 2026-05-18 | Kim Jae · SVP, GENERAL COUNSEL | Common Stock | S — Open market or private sale | −1,422 | 953.95 | SEC filing |
| 2026-05-18 | Retort Vincent · SEE REMARKS | Common Stock | S — Open market or private sale | −3,183 | 953.95 | SEC filing |
| 2026-05-18 | Ali Wajid · EVP & CHIEF FINANCIAL OFFICER | Common Stock | S — Open market or private sale | −2,487 | 953.95 | SEC filing |
| 2026-05-18 | Wupen Yuen · PRESIDENT, GLOBAL BUS. UNITS | Common Stock | S — Open market or private sale | −3,210 | 953.95 | SEC filing |
| 2026-05-15 | Fletcher Pamela · Director | Common Stock | S — Open market or private sale | −1,578 | 940.82 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-15 | Kim Jae · SVP, GENERAL COUNSEL | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,416 | SEC filing |
| 2026-05-15 | Retort Vincent · SEE REMARKS | Common Stock | F — Payment of exercise price or tax by delivering securities | −3,299 | SEC filing |
| 2026-05-15 | HURLSTON MICHAEL E. · President and CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −5,438 | SEC filing |
| 2026-05-15 | Wupen Yuen · PRESIDENT, GLOBAL BUS. UNITS | Common Stock | F — Payment of exercise price or tax by delivering securities | −3,741 | SEC filing |
| 2026-05-15 | Ali Wajid · EVP & CHIEF FINANCIAL OFFICER | Common Stock | F — Payment of exercise price or tax by delivering securities | −2,914 | SEC filing |
| 2026-02-27 | Harris Isaac Hosojiro · SEE REMARKS | Common Stock | A — Grant, award, or other acquisition | +611 | SEC filing |
| 2026-02-27 | Harris Isaac Hosojiro · SEE REMARKS | Common Stock | F — Payment of exercise price or tax by delivering securities | −220 | SEC filing |
| 2026-02-15 | Chang Eric · SEE REMARKS | Common Stock | A — Grant, award, or other acquisition | +5,006 | SEC filing |
Showing 8 of 20 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.