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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
11
shares
|
$1,669
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
11
shares
|
$1,669
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
10
shares
|
$1,517
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
9
shares
|
$1,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
8
shares
|
$1,213
0.0% of portfolio
|
Q2 2025
Reduced 83.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
8
shares
|
$1,213
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8
shares
|
$1,213
0.0% of portfolio
|
Q3 2023
Reduced 57.89%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
7
shares
|
$1,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
7
shares
|
$1,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
7
shares
|
$1,062
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$910
0.0% of portfolio
|
Q2 2022
Reduced 99.51%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
6
shares
|
$910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
5
shares
|
$758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$758
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5
shares
|
$758
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5
shares
|
$758
0.0% of portfolio
|
Q3 2023
Reduced 99.7%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4
shares
|
$606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
3
shares
|
$455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3
shares
|
$455
0.0% of portfolio
|
Q1 2024
Reduced 72.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2
shares
|
$303
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2
shares
|
$303
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1
shares
|
$151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$151
0.0% of portfolio
|
Q2 2025
New holding
|