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 703 institutions that hold shares in the stock, with a total of 73.1 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
1,240
shares
|
$287,866
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,235
shares
|
$286,705
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
1,230
shares
|
$285,544
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,205
shares
|
$279,740
0.0% of portfolio
|
Q4 2025
Added 73.38%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,183
shares
|
$274,633
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
1,173
shares
|
$272,311
0.04% of portfolio
|
Q4 2025
Reduced 64.36%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
1,163
shares
|
$269,990
0.13% of portfolio
|
Q4 2025
Reduced 42.91%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
1,150
shares
|
$266,972
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
1,140
shares
|
$264,651
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
1,135
shares
|
$263,490
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
1,045
shares
|
$242,596
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Tt International Asset Management LTD
London, X0 |
Jan 23, 2026 Q4 2025 |
1,000
shares
|
$232,150
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
988
shares
|
$229,364
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
982
shares
|
$227,971
0.02% of portfolio
|
Q3 2025
Reduced 57.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
947
shares
|
$219,846
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
929
shares
|
$215,667
0.01% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
920
shares
|
$213,578
0.0% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
899
shares
|
$208,702
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
809
shares
|
$187,809
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
800
shares
|
$185,720
0.02% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
800
shares
|
$185,720
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
784
shares
|
$182,005
0.0% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
769
shares
|
$178,523
0.02% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
750
shares
|
$174,112
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
746
shares
|
$173,183
0.01% of portfolio
|
Q4 2025
New holding
|
|