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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$498
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5
shares
|
$498
0.0% of portfolio
|
Q3 2023
Reduced 99.7%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4
shares
|
$398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3
shares
|
$298
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
3
shares
|
$298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3
shares
|
$298
0.0% of portfolio
|
Q1 2024
Reduced 72.73%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2
shares
|
$199
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q1 2025
Reduced 99.01%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1
shares
|
$99
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1
shares
|
$99
0.0% of portfolio
|
Q3 2021
Reduced 23.66%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1
shares
|
$99
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|