SCHEDULE: FMR LLC, Abigail Johnson Maintain 13.5% Lumentum Stake

Sentiment:

Beneficial Ownership Report 5 February 2026 1:28 PM

FMR LLC and Abigail P. Johnson have disclosed an aggregate beneficial ownership of 13.5% of Lumentum Holdings Inc.'s common stock as of December 31, 2025.

Summary

FMR LLC and Abigail P. Johnson collectively beneficially own 9,611,273.88 shares of Lumentum Holdings Inc. common stock.
This represents 13.5% of the total outstanding common stock of Lumentum Holdings Inc.
FMR LLC holds sole voting power over 9,336,555.01 shares and sole dispositive power over 9,611,273.88 shares.
Abigail P. Johnson holds sole dispositive power over 9,611,273.88 shares, reflecting her role as a control person of FMR LLC.
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.
This is an Amendment No. 7 to a Schedule 13G filing, indicating previous disclosures of ownership.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as it confirms a significant and stable institutional ownership by FMR LLC, suggesting continued investor confidence in Lumentum Holdings Inc.

Positives

A significant institutional investor, FMR LLC, maintains a substantial stake (13.5%) in Lumentum Holdings Inc., indicating continued confidence.
The holding is stated to be in the ordinary course of business, suggesting a long-term investment perspective rather than an activist stance.

Negatives

No specific negative information is disclosed in this Schedule 13G filing.

Risks

The filing itself does not detail company-specific risks for Lumentum Holdings Inc.
The primary risk related to this filing is the potential for future changes in FMR LLC's ownership, which could impact market perception.

Future Outlook

This filing does not provide any forward-looking statements or guidance regarding Lumentum Holdings Inc.'s future performance or strategy. It solely reports beneficial ownership.

Management Comments

FMR LLC and Abigail P. Johnson certified that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

StockSavvy.ai notes that large institutional holdings, such as FMR LLC's 13.5% stake in Lumentum Holdings Inc., are common in the investment landscape. Such significant positions often signal a long-term investment thesis by major asset managers, providing a degree of stability to the company's shareholder base. This type of disclosure is standard for institutional investors crossing certain ownership thresholds.

Comparison to Industry Standards

StockSavvy.ai observes that a 13.5% stake held by a major asset manager like FMR LLC is a substantial position, often placing the company among the top institutional holders. For instance, similar large stakes are held by institutional giants in other technology companies, such as Vanguard's 8-10% stakes in various S&P 500 components or BlackRock's comparable positions. This level of ownership by a reputable firm like FMR LLC is generally viewed positively, indicating a strong conviction in Lumentum's long-term prospects, aligning with typical institutional investment strategies in the optical and photonics industry.

Stakeholder Impact

Shareholders: Provides transparency regarding a significant institutional holder, potentially reinforcing confidence due to a large, stable investor.
Management: Awareness of a major shareholder's position, though FMR LLC states no intent to influence control.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC.
2023-01-10	Date of Schedule 13G filing by FMR LLC where Power of Attorney (accession number: -23-000003) was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney (accession number: -23-000038) was incorporated by reference.
2025-12-31	Date of event which requires filing of this statement, reflecting beneficial ownership as of this date.
2026-02-04	Date of signing and filing of this Schedule 13G Amendment No. 7.

Recommendation

hold

The filing indicates a stable, significant institutional holding by FMR LLC in Lumentum Holdings Inc. This is a routine disclosure and does not present new information that would fundamentally alter the investment thesis for Lumentum. The continued presence of a major investor like FMR LLC is a positive sign of long-term confidence, but without additional operational or financial updates, a 'hold' recommendation is appropriate for existing investors, while new investors should await more comprehensive company-specific news.

Keywords

Lumentum Holdings Inc, LITE, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Investment Management

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