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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
200
shares
|
$30,345
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$30,345
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
200
shares
|
$30,345
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
193
shares
|
$29,283
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
191
shares
|
$28,980
0.0% of portfolio
|
Q2 2025
Added 9450.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
182
shares
|
$27,614
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
174
shares
|
$26,401
0.01% of portfolio
|
Q1 2025
Reduced 39.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
168
shares
|
$25,490
0.0% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
159
shares
|
$24,125
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
151
shares
|
$22,911
0.01% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
142
shares
|
$21,545
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
140
shares
|
$21,242
0.0% of portfolio
|
Q2 2024
Reduced 87.72%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
122
shares
|
$18,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
120
shares
|
$18,207
0.0% of portfolio
|
Q2 2025
Reduced 44.7%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
120
shares
|
$18,207
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
119
shares
|
$18,055
0.0% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
112
shares
|
$16,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$15,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$15,172
0.0% of portfolio
|
Q2 2025
Reduced 82.27%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
85
shares
|
$12,897
0.0% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
80
shares
|
$12,138
0.0% of portfolio
|
Q2 2022
Reduced 50.92%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
80
shares
|
$12,138
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
77
shares
|
$11,683
0.0% of portfolio
|
Q1 2022
Reduced 50.64%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
72
shares
|
$10,924
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
66
shares
|
$10,014
0.0% of portfolio
|
Q2 2021
Reduced 98.91%
|