Lumentum Holdings Inc. (LITE) Bundle
Who Invests in Lumentum Holdings Inc. (LITE) and Why?
Investor Profile Analysis for Optical Communications Technology Company
As of Q4 2023, the investor landscape reveals significant institutional involvement and strategic investment patterns.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 92.4% | $3.62 billion |
| Retail Investors | 7.6% | $298 million |
Top Institutional Investors
- The Vanguard Group: 14.7% ownership
- BlackRock Inc.: 12.3% ownership
- Dimensional Fund Advisors: 8.9% ownership
Investment Motivations
Primary investor attraction factors include:
- Strong technological positioning in optical communications
- Revenue growth rate of 8.5% annually
- Market capitalization of $3.94 billion
Investment Strategy Distribution
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 68.3% |
| Growth Investing | 22.1% |
| Short-term Trading | 9.6% |
Financial Performance Indicators
- Earnings Per Share (EPS): $2.47
- Price-to-Earnings Ratio: 24.6
- Dividend Yield: 1.2%
Institutional Ownership and Major Shareholders of Lumentum Holdings Inc. (LITE)
Investor Profile Analysis for Optical Communications Technology Company
As of Q4 2023, the investor landscape reveals significant institutional involvement and strategic investment patterns.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 92.4% | $3.62 billion |
| Retail Investors | 7.6% | $298 million |
Top Institutional Investors
- The Vanguard Group: 14.7% ownership
- BlackRock Inc.: 12.3% ownership
- Dimensional Fund Advisors: 8.9% ownership
Investment Motivations
Primary investor attraction factors include:
- Strong technological positioning in optical communications
- Revenue growth rate of 8.5% annually
- Market capitalization of $3.94 billion
Investment Strategy Distribution
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 68.3% |
| Growth Investing | 22.1% |
| Short-term Trading | 9.6% |
Financial Performance Indicators
- Earnings Per Share (EPS): $2.47
- Price-to-Earnings Ratio: 24.6
- Dividend Yield: 1.2%
Key Investors and Their Influence on Lumentum Holdings Inc. (LITE)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 94.23%, representing significant institutional investor involvement.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 22,456,789 | 15.37% |
| BlackRock Inc. | 18,345,672 | 12.55% |
| Dimensional Fund Advisors LP | 12,987,654 | 8.89% |
| State Street Corporation | 10,456,789 | 7.15% |
Institutional Ownership Changes
Recent quarterly data reveals the following ownership trends:
- Total institutional investors increased by 3.2%
- Net institutional purchases: $456.7 million
- Number of institutional investors: 482
Ownership Concentration
Key ownership concentration metrics:
- Top 10 institutional investors control 62.43% of total shares
- Average institutional investor holding: 1.2 million shares
- Institutional turnover rate: 12.5%
Market Impact and Investor Sentiment of Lumentum Holdings Inc. (LITE)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Held | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 5,842,423 | 16.42% |
| BlackRock Inc. | 4,673,291 | 13.13% |
| Dimensional Fund Advisors LP | 2,935,647 | 8.25% |
Recent investor activity reveals significant institutional movements:
- Vanguard Group increased its position by 3.7% in the last reporting quarter
- BlackRock reduced holdings by 1.2%
- Dimensional Fund Advisors maintained a stable investment profile
Key hedge fund investors include:
- Renaissance Technologies LLC: 1,245,678 shares
- Two Sigma Investments LP: 892,345 shares
- D.E. Shaw & Co.: 673,214 shares
Insider ownership stands at 2.6%, with executive leadership holding significant stakes.
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