LUMENTUM HLDGS INC - NOTE 0.500%12/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Debt / NOTE 0.500%12/1
Market price (% of par)
371.27%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$397,160,330
Total reported market value
$668,607,232
Principal change
-$530,258,557
Market value change
-$655,185,886
Number of holders
45
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 45 institutional investors reported holding $397,160,330 in principal (par value) of LUMENTUM HLDGS INC - NOTE 0.500%12/1.

Institutional Holders of LUMENTUM HLDGS INC - NOTE 0.500%12/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $1,845,000 $5,857,874 -$476,439 371.27% 4
2025 Q3 $397,160,330 $668,607,232 -$655,185,886 168.25% 45
2025 Q2 $1,101,482,887 $1,296,607,948 +$49,426,325 117.48% 57
2025 Q1 $1,060,557,420 $1,100,949,417 +$50,031,871 103.6% 61
2024 Q4 $1,002,496,595 $1,105,698,711 -$7,504,364 110.0% 61
2024 Q3 $1,017,015,424 $1,002,276,427 +$32,093,876 98.1% 65
2024 Q2 $994,561,809 $899,879,696 -$54,869,002 90.18% 76
2024 Q1 $1,059,328,370 $933,764,919 +$37,939,727 87.99% 81
2023 Q4 $1,020,049,932 $910,900,717 -$5,450,816 89.1% 89
2023 Q3 $1,026,731,601 $863,297,864 +$17,950,625 84.29% 86
2023 Q2 $1,005,585,521 $891,674,614 -$6,091,815 88.62% 82
2023 Q1 $1,016,625,612 $885,822,579 +$39,733,474 86.85% 76
2022 Q4 $963,607,191 $830,163,438 -$181,164,087 85.85% 84
2022 Q3 $1,018,142,696 $953,225,247 -$20,958,314 93.69% 80
2022 Q2 $1,039,414,569 $1,067,743,508 +$5,337,481 102.59% 84
2022 Q1 $1,045,306,551 $1,213,764,797 +$82,869,732 116.44% 84
2021 Q4 $914,217,865 $1,137,374,125 -$37,979,239 124.41% 76
2021 Q3 $994,598,610 $1,103,117,172 +$11,903,478 110.0% 78
2021 Q2 $1,025,543,225 $1,112,059,803 +$29,287,752 108.39% 75
2021 Q1 $997,964,803 $1,161,696,557 +$45,417,865 116.31% 71
2020 Q4 $950,885,112 $1,164,467,624 +$1,150,363,623 122.22% 57