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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
338
shares
|
$78,466
0.0% of portfolio
|
Q3 2025
Added 4125.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
338
shares
|
$78,466
0.0% of portfolio
|
Q1 2025
Added 57.21%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
300
shares
|
$69,645
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
300
shares
|
$69,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
281
shares
|
$65,234
0.0% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
266
shares
|
$61,751
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
265
shares
|
$61,519
0.02% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
213
shares
|
$49,447
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
205
shares
|
$47,590
0.0% of portfolio
|
Q4 2025
Added 58.91%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$46,430
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
193
shares
|
$44,804
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
186
shares
|
$43,179
0.02% of portfolio
|
Q3 2025
Reduced 75.91%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
182
shares
|
$42,251
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
179
shares
|
$41,554
0.02% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
174
shares
|
$40,394
0.01% of portfolio
|
Q1 2025
Reduced 39.79%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
170
shares
|
$39,465
0.01% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
167
shares
|
$38,769
0.0% of portfolio
|
Q3 2025
Added 363.89%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
159
shares
|
$36,911
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
147
shares
|
$34,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
142
shares
|
$32,965
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
104
shares
|
$24,143
0.01% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
100
shares
|
$23,215
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$23,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
99
shares
|
$22,982
0.0% of portfolio
|
Q3 2025
Added 65.0%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
90
shares
|
$20,893
0.0% of portfolio
|
Q4 2025
Reduced 19.64%
|
|