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 450 institutions that hold shares in the stock, with a total of 62.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
22
shares
|
$1,871
0.0% of portfolio
|
Q3 2023
Added 1000.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
20
shares
|
$1,701
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
19
shares
|
$1,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18
shares
|
$1,531
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
17
shares
|
$1,446
0.0% of portfolio
|
Q3 2024
Reduced 89.51%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
16
shares
|
$1,360
0.0% of portfolio
|
Q3 2021
Added 1500.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
16
shares
|
$1,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
15
shares
|
$1,275
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
13
shares
|
$1,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
13
shares
|
$1,105
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12
shares
|
$1,020
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,020
0.0% of portfolio
|
Q3 2024
Reduced 96.4%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
12
shares
|
$1,020
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
11
shares
|
$935
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
10
shares
|
$850
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
10
shares
|
$850
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
8
shares
|
$680
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8
shares
|
$680
0.0% of portfolio
|
Q3 2023
Reduced 57.89%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$680
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
7
shares
|
$595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$510
0.0% of portfolio
|
Q2 2022
Reduced 99.51%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5
shares
|
$425
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5
shares
|
$425
0.0% of portfolio
|
Q3 2023
Reduced 99.7%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
4
shares
|
$340
0.0% of portfolio
|
Q4 2024
New holding
|