SCHEDULE: FMR LLC & Abigail Johnson Boost Lumentum Stake to 10%
Beneficial Ownership Report (Amendment)
FMR LLC and Abigail P. Johnson have disclosed an aggregate beneficial ownership of 10.0% of Lumentum Holdings Inc.'s common stock as of June 30, 2025.
Summary
- FMR LLC and Abigail P. Johnson jointly reported beneficial ownership of 6,947,251.88 shares of Lumentum Holdings Inc. common stock.
- This aggregate amount represents 10.0% of the class of Lumentum Holdings Inc. common stock.
- FMR LLC holds sole voting power over 6,859,925.09 shares and sole dispositive power over 6,947,251.88 shares.
- Abigail P. Johnson holds sole dispositive power over 6,947,251.88 shares, with no sole or shared voting power.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Lumentum Holdings Inc.
- FMR LLC is classified as a Parent Holding Company, and Abigail P. Johnson is classified as an Individual.
- Several FMR LLC subsidiaries, including Fidelity Management & Research Company LLC, beneficially own shares, with Fidelity Management & Research Company LLC owning 5% or greater of the outstanding shares.
Sentiment
Score: 5
Explanation: The sentiment is neutral as this is a routine disclosure of beneficial ownership by a passive investor, indicating neither overwhelmingly positive nor negative news for the issuer beyond the fact of continued significant investment.
Positives
- A significant institutional investor, FMR LLC, and its principal, Abigail P. Johnson, maintaining a substantial 10.0% stake in Lumentum Holdings Inc. may signal confidence in the company's long-term prospects.
- The filing explicitly states that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control, indicating a passive investment stance.
Negatives
- No specific negative information regarding Lumentum Holdings Inc. is disclosed in this ownership filing.
Risks
- The Johnson family group, including Abigail P. Johnson, may be deemed a controlling group with respect to FMR LLC under the Investment Company Act of 1940, which could imply concentrated decision-making power within the reporting entity.
Future Outlook
NA
Industry Context
This filing is a standard disclosure of beneficial ownership by a large institutional investor and does not provide specific insights into broader industry trends or competitive dynamics for Lumentum Holdings Inc. It primarily reflects an investment decision by FMR LLC within the optical and photonics industry.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional holder's stake, potentially reinforcing confidence due to a large, passive investment.
- Management: Awareness of a major shareholder's position, though the filing explicitly states no intent to influence control.
Key Dates
| Date | Description |
|---|---|
| 2023-05-23 | Effective date of Power of Attorney for Richard Bourgelas to sign on behalf of FMR LLC and Abigail P. Johnson. |
| 2023-08-08 | Date of previous Schedule 13G filing by FMR LLC, referenced for Power of Attorney incorporation. |
| 2025-06-30 | Date of event which requires filing of this statement, representing the beneficial ownership snapshot date. |
| 2025-08-05 | Date of signing and filing of this Schedule 13G Amendment No. 4. |
Keywords
Lumentum Holdings Inc., LITE, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Investment Management
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.