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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
8
shares
|
$618
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
8
shares
|
$618
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
7
shares
|
$541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$463
0.0% of portfolio
|
Q2 2022
Reduced 99.51%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
5
shares
|
$386
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5
shares
|
$386
0.0% of portfolio
|
Q3 2023
Reduced 99.7%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4
shares
|
$309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
4
shares
|
$309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4
shares
|
$309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3
shares
|
$231
0.0% of portfolio
|
Q1 2024
Reduced 72.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2
shares
|
$154
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$154
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1
shares
|
$77
0.0% of portfolio
|
Q3 2021
Reduced 23.66%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
1
shares
|
$77
0.0% of portfolio
|
Q4 2024
New holding
|