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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
65
shares
|
$9,862
0.0% of portfolio
|
Q2 2025
Reduced 60.61%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
63
shares
|
$9,558
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
60
shares
|
$9,103
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
58
shares
|
$8,800
0.0% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
58
shares
|
$8,800
0.0% of portfolio
|
Q2 2025
Added 75.76%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
57
shares
|
$8,648
0.0% of portfolio
|
Q2 2025
Reduced 51.69%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
56
shares
|
$8,496
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
53
shares
|
$8,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$7,586
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
50
shares
|
$7,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
49
shares
|
$7,434
0.0% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$7,131
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
45
shares
|
$6,827
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
43
shares
|
$6,524
0.0% of portfolio
|
Q2 2025
Added 207.14%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
43
shares
|
$6,524
0.0% of portfolio
|
Q2 2025
Reduced 60.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
36
shares
|
$5,462
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
35
shares
|
$5,310
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
34
shares
|
$5,158
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
33
shares
|
$5,007
0.0% of portfolio
|
Q4 2023
Reduced 49.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
31
shares
|
$4,703
0.0% of portfolio
|
Q2 2024
Reduced 69.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
30
shares
|
$4,551
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$3,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
25
shares
|
$3,793
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
25
shares
|
$3,793
0.0% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25
shares
|
$3,793
0.0% of portfolio
|
Q2 2025
Reduced 24.24%
|