Who owns LITE (LITE)
Which tracked institutional funds hold LITE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LITE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on LITE is one-sided between 2025-Q4 and 2026-Q1: 611 added or opened and 148 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LITE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes LITE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LITE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1079 tracked filers holding LITE, 698 increased or opened the position and 424 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LITE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 224
- VANGUARD CAPITAL MANAGEMENT LLC$3.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B
- Marex Group plc$602M
- Anther Capital Ltd$371M
- Clear Street Group Inc.$291M
- VANGUARD FIDUCIARY TRUST CO$283M
Full exits 48
- VANGUARD GROUP INC$2.7B
- Situational Awareness LP$479M
- TWO SIGMA ADVISERS, LP$57M
- KEYSTONE INVESTORS PTE LTD$41M
- Qube Research & Technologies Ltd$27M
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT$23M
Largest adds
- BlackRock, Inc.$2.0B
- FMR LLC$1.6B
- STATE STREET CORP$1.4B
- JPMORGAN CHASE & CO$1.2B
- GEODE CAPITAL MANAGEMENT, LLC$972M
- WT Asset Management Ltd$786M
Largest trims
- NORGES BANK$417M
- Capital World Investors$410M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$399M
- Fisher Asset Management, LLC$135M
- Aspex Management (HK) Ltd$108M
- Point72 Asset Management, L.P.$104M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 7,201,917 | $5.1B | 10.0% | 2026-Q1 |
| FMR LLC trimmed | 7,185,017 | $5.0B | 10.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,639,788 | $3.3B | 6.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,701,524 | $2.6B | 5.2% | 2026-Q1 |
| STATE STREET CORP added | 3,038,550 | $2.1B | 4.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,941,443 | $1.9B | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,127,442 | $1.5B | 3.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,412,599 | $993M | 2.0% | 2026-Q1 |
| WT Asset Management Ltd added | 1,380,144 | $970M | 1.9% | 2026-Q1 |
| Capital World Investors trimmed | 1,313,852 | $923M | 1.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,309,909 | $921M | 1.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,159,068 | $815M | 1.6% | 2026-Q1 |
| Value Aligned Research Advisors, LLC trimmed | 1,057,260 | $743M | 1.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,027,574 | $722M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 974,034 | $685M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 956,353 | $672M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 890,778 | $626M | 1.2% | 2026-Q1 |
| Marex Group plc added | 857,171 | $602M | 1.2% | 2026-Q1 |
| Polar Capital Holdings Plc trimmed | 719,486 | $506M | 1.0% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 644,262 | $453M | 0.9% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 606,056 | $426M | 0.8% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 587,679 | $413M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 577,899 | $406M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 572,553 | $402M | 0.8% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 567,182 | $399M | 0.8% | 2026-Q1 |
| BARCLAYS PLC added | 556,058 | $391M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 546,872 | $384M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 544,560 | $383M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 541,269 | $380M | 0.8% | 2026-Q1 |
| Capital Research Global Investors trimmed | 531,393 | $373M | 0.7% | 2026-Q1 |
| Anther Capital Ltd new | 527,862 | $371M | 0.7% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 482,645 | $335M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 456,861 | $321M | 0.6% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 427,417 | $300M | 0.6% | 2026-Q1 |
| Clear Street Group Inc. new | 414,168 | $291M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 404,867 | $285M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 402,555 | $283M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 399,693 | $281M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 396,777 | $279M | 0.6% | 2026-Q1 |
| CITIGROUP INC trimmed | 392,160 | $276M | 0.5% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 388,262 | $273M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 380,801 | $264M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 371,251 | $261M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 359,173 | $252M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 346,604 | $244M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 341,410 | $240M | 0.5% | 2026-Q1 |
| Swedbank AB added | 332,440 | $234M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 320,973 | $225M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 299,669 | $211M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 298,825 | $210M | 0.4% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 287,444 | $202M | 0.4% | 2026-Q1 |
| GF FUND MANAGEMENT CO. LTD. trimmed | 283,699 | $199M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 283,436 | $199M | 0.4% | 2026-Q1 |
| Hood River Capital Management LLC trimmed | 275,623 | $194M | 0.4% | 2026-Q1 |
| Legal & General Group Plc added | 272,494 | $191M | 0.4% | 2026-Q1 |
| TORONTO DOMINION BANK added | 272,402 | $191M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 268,025 | $188M | 0.4% | 2026-Q1 |
| Atreides Management, LP trimmed | 267,389 | $188M | 0.4% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 266,222 | $187M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 238,576 | $168M | 0.3% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 228,995 | $161M | 0.3% | 2026-Q1 |
| Amundi added | 228,072 | $160M | 0.3% | 2026-Q1 |
| Robeco Schweiz AG trimmed | 214,826 | $151M | 0.3% | 2026-Q1 |
| Blue Whale Capital LLP added | 212,056 | $149M | 0.3% | 2026-Q1 |
| Trivest Advisors Ltd added | 212,000 | $149M | 0.3% | 2026-Q1 |
| E Fund Management Co., Ltd. new | 209,446 | $147M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 208,015 | $146M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 207,005 | $145M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 205,903 | $145M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 205,248 | $144M | 0.3% | 2026-Q1 |
| Aspex Management (HK) Ltd trimmed | 203,942 | $143M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 202,838 | $143M | 0.3% | 2026-Q1 |
| Avala Global LP trimmed | 202,037 | $142M | 0.3% | 2026-Q1 |
| Panoramic Hills Capital Ltd added | 200,000 | $141M | 0.3% | 2026-Q1 |
| CloudAlpha Capital Management Limited/Hong Kong added | 198,356 | $139M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 197,529 | $139M | 0.3% | 2026-Q1 |
| Anatole Investment Management Ltd new | 195,681 | $138M | 0.3% | 2026-Q1 |
| E20 Capital Ltd added | 186,661 | $131M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 179,165 | $126M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 174,495 | $123M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 167,753 | $118M | 0.2% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 160,091 | $113M | 0.2% | 2026-Q1 |
| Analog Century Management LP trimmed | 157,688 | $111M | 0.2% | 2026-Q1 |
| TREMBLANT CAPITAL GROUP trimmed | 152,685 | $107M | 0.2% | 2026-Q1 |
| Castle Hook Partners LP added | 151,430 | $106M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 151,168 | $106M | 0.2% | 2026-Q1 |
| FIL Ltd trimmed | 146,163 | $103M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. new | 140,975 | $99M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 140,747 | $99M | 0.2% | 2026-Q1 |
| Styrax Capital, LP added | 140,000 | $98M | 0.2% | 2026-Q1 |
| TIGER GLOBAL MANAGEMENT LLC new | 136,800 | $96M | 0.2% | 2026-Q1 |
| Amanah Holdings Trust | 135,000 | $95M | 0.2% | 2026-Q1 |
| TCW GROUP INC trimmed | 133,178 | $94M | 0.2% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 125,567 | $88M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 124,871 | $88M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 122,014 | $86M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,279,448 | $2.7B | 5.3% | 2025-Q4 stale |
| Situational Awareness LP added | 1,298,400 | $479M | 0.9% | 2025-Q4 stale |
| PointState Capital LP trimmed | 2,532,821 | $241M | 0.5% | 2025-Q2 stale |
| Channing Capital Management, LLC added | 948,334 | $90M | 0.2% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.