LUMENTUM HLDGS INC - NOTE 0.500% 6/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2023 to Q3 2025

Type / Class
Debt / NOTE 0.500% 6/1
Market price (% of par)
139.51%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$820,753,000
Total reported market value
$1,145,179,921
Principal change
-$1,888,500
Market value change
+$60,750,832
Number of holders
44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 44 institutional investors reported holding $820,753,000 in principal (par value) of LUMENTUM HLDGS INC - NOTE 0.500% 6/1.

Institutional Holders of LUMENTUM HLDGS INC - NOTE 0.500% 6/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q3 $820,753,000 $1,145,179,921 +$60,750,832 139.51% 44
2025 Q2 $880,705,500 $910,876,187 +$9,078,938 103.22% 48
2025 Q1 $867,501,250 $803,262,119 +$13,274,020 92.19% 53
2024 Q4 $846,679,500 $819,564,857 -$14,980,145 96.76% 50
2024 Q3 $876,707,500 $760,193,722 +$42,241,942 86.64% 45
2024 Q2 $846,454,000 $668,664,093 -$10,927,536 78.9% 45
2024 Q1 $853,767,500 $664,306,550 -$2,721,495,792 77.41% 46
2023 Q4 $862,109,000 $681,558,065 +$18,997,551 79.1% 48
2023 Q3 $838,276,500 $613,067,764 +$10,477,852 73.13% 52
2023 Q2 $822,317,000 $648,841,987 +$87,686,367 78.69% 52
2023 Q1 $715,841,000 $548,015,460 +$543,715,253 76.55% 57