Institutional Ownership Lumentum Holdings Inc. (LITE)
This table provides information about the institutional ownership of Lumentum Holdings Inc. (LITE). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 73.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
4,647
shares
|
$462,980
0.0% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
4,531
shares
|
$451,423
0.19% of portfolio
|
Q1 2025
Added 61.76%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,519
shares
|
$450,227
0.03% of portfolio
|
Q4 2024
Reduced 27.53%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
4,461
shares
|
$444,449
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
4,457
shares
|
$444,050
0.0% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
4,341
shares
|
$432,493
0.04% of portfolio
|
Q2 2025
Reduced 49.48%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
4,332
shares
|
$431,597
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,275
shares
|
$425,918
0.0% of portfolio
|
Q1 2025
Reduced 67.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,178
shares
|
$416,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
4,164
shares
|
$414,859
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,000
shares
|
$398,520
0.15% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,989
shares
|
$397,424
0.0% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,946
shares
|
$393,139
0.0% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
3,881
shares
|
$386,664
0.02% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
3,802
shares
|
$378,793
0.1% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
3,737
shares
|
$372,317
0.0% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
3,700
shares
|
$368,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,696
shares
|
$368,232
0.0% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,638
shares
|
$362,453
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,638
shares
|
$362,453
0.0% of portfolio
|
Q1 2025
Added 20.42%
|
|
|
West Tower Group, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,500
shares
|
$348,705
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,465
shares
|
$345,217
0.01% of portfolio
|
Q1 2025
Reduced 59.62%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
3,465
shares
|
$345,217
0.02% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,389
shares
|
$337,646
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
3,355
shares
|
$334,258
0.07% of portfolio
|
Q2 2025
New holding
|