SCHEDULE 13G/A: FMR LLC and Abigail P. Johnson Disclose 12.5% Beneficial Ownership in Lumentum Holdings Inc.

Sentiment:

Beneficial Ownership Report 12 May 2025 2:36 PM

FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a combined beneficial ownership of 12.5% of Lumentum Holdings Inc.'s common stock as of March 31, 2025.

Summary

FMR LLC and Abigail P. Johnson collectively beneficially own 8,698,498.59 shares of Lumentum Holdings Inc. common stock.
This ownership represents 12.5% of the total outstanding common stock of Lumentum Holdings Inc.
FMR LLC holds sole voting power over 8,617,407.26 shares and sole dispositive power over 8,698,498.59 shares.
Abigail P. Johnson holds sole dispositive power over 8,698,498.59 shares.
The filing is an Amendment No. 3 to Schedule 13G, indicating a routine update to a previously disclosed ownership position.
The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Lumentum Holdings Inc.

Sentiment

Score: 7

Explanation: The filing indicates a significant and stable beneficial ownership stake by a major institutional investor, FMR LLC, and its principal, Abigail P. Johnson, in Lumentum Holdings Inc. This suggests continued confidence in the company from a prominent financial entity, without any indication of intent to influence control, which is generally viewed positively or neutrally by the market.

Positives

FMR LLC, a major institutional investor, and Abigail P. Johnson, a prominent figure in the financial industry, maintain a significant 12.5% beneficial ownership stake in Lumentum Holdings Inc., indicating continued confidence in the company.

Future Outlook

Industry Context

This Schedule 13G filing reflects a significant passive investment by FMR LLC and Abigail P. Johnson in Lumentum Holdings Inc., a company operating in the optical and photonic products industry. Such large institutional holdings are common across various industries as part of diversified investment strategies, indicating a long-term, non-controlling interest.

Stakeholder Impact

Shareholders: Provides transparency regarding a significant institutional ownership stake, which can be viewed as a vote of confidence from a major financial entity.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC, incorporated by reference in a previous Schedule 13G filing.
2023-01-10	Date of Schedule 13G filing by FMR LLC where FMR LLC's Power of Attorney was incorporated by reference (accession number: -23-000003).
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson, incorporated by reference in a previous Schedule 13G filing.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney was incorporated by reference (accession number: -23-000038).
2025-03-31	Date of event which requires the filing of this statement (reporting period end date).
2025-05-09	Date of filing and signature of this Schedule 13G Amendment No. 3.

Recommendation

hold

Keywords

Lumentum Holdings Inc., Lumentum, FMR LLC, Abigail P. Johnson, Schedule 13G, beneficial ownership, common stock, institutional investor, SEC filing

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