Vanguard holds 5.25M Lumentum shares (NASDAQ: LITE)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Lumentum Holdings Inc ownership filing shows Vanguard Capital Management beneficially owns 5,252,142 shares of common stock as of 03/31/2026, representing 7.35% of the class. The filer reports sole dispositive power over 5,252,142 shares and sole voting power over 612,354 shares.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 5,252,142 shares
Percent of class: 7.35%
Sole voting power: 612,354 shares
+2 more
5 metrics
Shares beneficially owned
5,252,142 shares
Schedule 13G ownership reported as of 03/31/2026
Percent of class
7.35%
Percent of outstanding common stock reported in the filing
Sole voting power
612,354 shares
Number of shares with sole power to vote reported in Item 4
Sole dispositive power
5,252,142 shares
Number of shares with sole power to dispose reported in Item 4
CUSIP
55024U109
Identifier for Lumentum common stock on the cover header
Key Terms
Schedule 13G, beneficially owned, sole dispositive power, sole voting power
4 terms
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Lumentum Holdings Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Item 4. (a) Amount beneficially owned: 5252142"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 5252142"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
sole voting power regulatory
"Item 4. (c)(i) Sole power to vote or to direct the vote: 612,354"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
FAQ
What voting and dispositive powers does Vanguard report for Lumentum (LITE)?
The filing shows Vanguard has sole voting power for 612,354 shares and sole dispositive power for 5,252,142 shares. No shared voting or dispositive powers are reported in the Schedule 13G excerpt.
What date does the Schedule 13G ownership report reference for Lumentum (LITE)?
The header indicates the report references 03/31/2026 as the relevant date for the ownership information. The signature block shows the form was signed on 04/30/2026 by an authorized representative.
Does the filing identify any other person with more than 5% ownership of Lumentum?
The filing states no other single person is known to have an interest exceeding 5%. It also notes holdings include securities held for Vanguard funds and managed accounts under Vanguard Capital Management.
Who signed the Schedule 13G for Vanguard regarding Lumentum (LITE)?
The Schedule 13G is signed by Ashley Grim, listed as Head of Global Fund Administration, with a signature date of 04/30/2026 on the submitted form.