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 66.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
286
shares
|
$14,872
0.0% of portfolio
|
Q4 2024
Added 28.83%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
285
shares
|
$14,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
263
shares
|
$13,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
252
shares
|
$13,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
250
shares
|
$13,000
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
217
shares
|
$11,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
215
shares
|
$11,180
0.0% of portfolio
|
Q1 2024
Reduced 87.46%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
213
shares
|
$11,076
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
201
shares
|
$10,452
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
200
shares
|
$10,400
0.0% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
200
shares
|
$10,400
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
193
shares
|
$10,036
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
182
shares
|
$9,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
164
shares
|
$8,528
0.0% of portfolio
|
Q4 2024
Added 23.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
163
shares
|
$8,476
0.0% of portfolio
|
Q1 2024
Reduced 20.49%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
142
shares
|
$7,384
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
140
shares
|
$7,280
0.0% of portfolio
|
Q2 2024
Reduced 87.72%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
137
shares
|
$7,124
0.0% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Glynn Capital Management LLC
|
Feb 10, 2025 Q4 2024 |
137
shares
|
$7,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
128
shares
|
$6,656
0.02% of portfolio
|
Q4 2024
Added 172.34%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
118
shares
|
$6,136
0.0% of portfolio
|
Q2 2024
Reduced 9.92%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
116
shares
|
$6,032
0.0% of portfolio
|
Q1 2025
Added 792.31%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
100
shares
|
$5,200
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
100
shares
|
$5,200
0.0% of portfolio
|
Q3 2022
Reduced 6.54%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
85
shares
|
$4,420
0.0% of portfolio
|
Q3 2024
Added 10.39%
|