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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
365
shares
|
$36,364
0.02% of portfolio
|
Q2 2022
Reduced 19.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
356
shares
|
$35,468
0.0% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
353
shares
|
$35,169
0.0% of portfolio
|
Q1 2025
Added 854.05%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
338
shares
|
$33,674
0.0% of portfolio
|
Q1 2025
Added 57.21%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
333
shares
|
$33,176
0.0% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
321
shares
|
$31,981
0.0% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
318
shares
|
$31,682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
317
shares
|
$31,582
0.0% of portfolio
|
Q1 2025
Added 7825.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
316
shares
|
$31,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
270
shares
|
$26,900
0.0% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
252
shares
|
$25,106
0.0% of portfolio
|
Q1 2025
Reduced 50.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
252
shares
|
$25,106
0.0% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
232
shares
|
$23,114
0.0% of portfolio
|
Q1 2025
Reduced 32.95%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
225
shares
|
$22,416
0.0% of portfolio
|
Q1 2025
Reduced 71.88%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
217
shares
|
$21,619
0.0% of portfolio
|
Q1 2025
Reduced 97.84%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
217
shares
|
$21,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
213
shares
|
$21,221
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
201
shares
|
$20,025
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
200
shares
|
$19,926
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$19,926
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
200
shares
|
$19,926
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
193
shares
|
$19,228
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
182
shares
|
$18,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
178
shares
|
$17,734
0.01% of portfolio
|
Q1 2025
Reduced 92.93%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
174
shares
|
$17,335
0.01% of portfolio
|
Q1 2025
Reduced 39.79%
|