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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
716
shares
|
$166,219
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
704
shares
|
$163,433
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
690
shares
|
$160,183
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
681
shares
|
$158,094
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
679
shares
|
$157,629
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
662
shares
|
$153,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
655
shares
|
$152,058
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
636
shares
|
$147,647
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
627
shares
|
$145,558
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
620
shares
|
$143,933
0.03% of portfolio
|
Q4 2025
Reduced 60.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
606
shares
|
$140,682
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
605
shares
|
$140,450
0.08% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
592
shares
|
$137,432
0.0% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
582
shares
|
$135,111
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
578
shares
|
$134,182
0.03% of portfolio
|
Q4 2025
Added 2.85%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
568
shares
|
$131,861
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
538
shares
|
$124,896
0.0% of portfolio
|
Q3 2025
Reduced 22.25%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
533
shares
|
$123,735
0.0% of portfolio
|
Q3 2025
Added 433.0%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
516
shares
|
$119,789
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
492
shares
|
$114,217
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
450
shares
|
$104,467
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
375
shares
|
$87,056
0.01% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
365
shares
|
$84,734
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
365
shares
|
$84,734
0.02% of portfolio
|
Q2 2022
Reduced 19.07%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
353
shares
|
$81,948
0.0% of portfolio
|
Q3 2025
Reduced 0.84%
|
|