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 575 institutions that hold shares in the stock, with a total of 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
692
shares
|
$104,997
0.0% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
636
shares
|
$96,500
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
576
shares
|
$87,396
0.0% of portfolio
|
Q2 2025
Reduced 46.02%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
562
shares
|
$85,272
0.01% of portfolio
|
Q4 2022
Added 246.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
537
shares
|
$81,479
0.0% of portfolio
|
Q2 2025
Added 39.84%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
476
shares
|
$72,223
0.01% of portfolio
|
Q2 2025
Reduced 86.76%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
452
shares
|
$68,581
0.03% of portfolio
|
Q4 2024
Reduced 12.57%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
400
shares
|
$60,691
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
390
shares
|
$59,174
0.0% of portfolio
|
Q1 2025
Reduced 92.62%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
375
shares
|
$56,898
0.0% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
365
shares
|
$55,381
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
365
shares
|
$55,381
0.02% of portfolio
|
Q2 2022
Reduced 19.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
356
shares
|
$54,015
0.0% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
338
shares
|
$51,284
0.0% of portfolio
|
Q1 2025
Added 57.21%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
317
shares
|
$48,098
0.01% of portfolio
|
Q2 2025
Added 267.19%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
316
shares
|
$47,946
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
308
shares
|
$46,732
0.0% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
294
shares
|
$44,608
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
270
shares
|
$40,967
0.0% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
252
shares
|
$38,235
0.0% of portfolio
|
Q1 2025
Reduced 50.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
252
shares
|
$38,235
0.0% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
245
shares
|
$37,173
0.0% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
243
shares
|
$36,870
0.0% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
213
shares
|
$32,318
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
211
shares
|
$32,015
0.01% of portfolio
|
Q2 2025
New holding
|