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 512 institutions that hold shares in the stock, with a total of 66.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
30
shares
|
$2,318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
30
shares
|
$2,318
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
28
shares
|
$2,164
0.0% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
28
shares
|
$2,164
0.0% of portfolio
|
Q4 2024
Reduced 88.93%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$1,932
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
25
shares
|
$1,932
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
22
shares
|
$1,700
0.0% of portfolio
|
Q3 2023
Added 1000.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
20
shares
|
$1,545
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
19
shares
|
$1,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
18
shares
|
$1,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
16
shares
|
$1,236
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
16
shares
|
$1,236
0.0% of portfolio
|
Q3 2021
Added 1500.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
16
shares
|
$1,236
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
15
shares
|
$1,159
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$1,082
0.0% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
13
shares
|
$1,004
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
13
shares
|
$1,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12
shares
|
$927
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
12
shares
|
$927
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$927
0.0% of portfolio
|
Q3 2024
Reduced 96.4%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
11
shares
|
$850
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10
shares
|
$772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
10
shares
|
$772
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8
shares
|
$618
0.0% of portfolio
|
Q3 2023
Reduced 57.89%
|