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 685 institutions that hold shares in the stock, with a total of 72 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$1,857
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
7
shares
|
$1,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
7
shares
|
$1,625
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
7
shares
|
$1,625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6
shares
|
$1,392
0.0% of portfolio
|
Q2 2022
Reduced 99.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
5
shares
|
$1,160
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
5
shares
|
$1,160
0.0% of portfolio
|
Q3 2023
Reduced 99.7%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$1,160
0.0% of portfolio
|
Q3 2025
Reduced 95.9%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5
shares
|
$1,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
5
shares
|
$1,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
5
shares
|
$1,160
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4
shares
|
$928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
4
shares
|
$928
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
3
shares
|
$696
0.0% of portfolio
|
Q1 2024
Reduced 72.73%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3
shares
|
$696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2
shares
|
$464
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2
shares
|
$464
0.0% of portfolio
|
Q3 2025
Reduced 86.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2
shares
|
$464
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1
shares
|
$232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1
shares
|
$232
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1
shares
|
$232
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$232
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1
shares
|
$232
0.0% of portfolio
|
Q3 2021
Reduced 23.66%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$232
0.0% of portfolio
|
Q4 2024
New holding
|
|