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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
45
shares
|
$4,483
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
41
shares
|
$4,084
0.0% of portfolio
|
Q1 2025
Added 105.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
40
shares
|
$3,985
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
36
shares
|
$3,586
0.0% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
34
shares
|
$3,387
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
33
shares
|
$3,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
33
shares
|
$3,287
0.0% of portfolio
|
Q4 2024
Added 135.71%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
33
shares
|
$3,287
0.0% of portfolio
|
Q4 2023
Reduced 49.23%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
31
shares
|
$3,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
31
shares
|
$3,088
0.0% of portfolio
|
Q2 2024
Reduced 69.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
30
shares
|
$2,988
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
29
shares
|
$2,889
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
28
shares
|
$2,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
25
shares
|
$2,490
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$2,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
22
shares
|
$2,191
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
21
shares
|
$2,092
0.0% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
20
shares
|
$1,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
20
shares
|
$1,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
19
shares
|
$1,892
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
19
shares
|
$1,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
18
shares
|
$1,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
18
shares
|
$1,793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
17
shares
|
$1,693
0.0% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
16
shares
|
$1,594
0.0% of portfolio
|
Q4 2023
New holding
|