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
+$58,163,813
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 +$58,163,813 139.51% 44
2025 Q2 $880,705,500 $913,466,095 +$9,079,262 103.22% 48
2025 Q1 $867,501,250 $803,262,094 +$13,272,751 92.19% 53
2024 Q4 $846,679,500 $819,564,766 -$14,980,209 96.76% 50
2024 Q3 $876,707,500 $760,193,722 +$42,241,587 86.64% 45
2024 Q2 $846,454,000 $668,664,004 -$10,928,818 78.9% 45
2024 Q1 $853,767,500 $666,633,721 -$2,721,970,639 77.41% 46
2023 Q4 $191,220,000 $151,424,118 78.94% 2
2023 Q3 $605,740,837 $447,100,677 +$14,806,046 73.13% 45
2023 Q2 $631,902,000 $498,260,381 +$65,123,727 78.7% 52
2023 Q1 $561,676,000 $433,869,549 +$421,142,683 76.55% 57