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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
85
shares
|
$19,732
0.0% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
80
shares
|
$18,572
0.0% of portfolio
|
Q2 2022
Reduced 50.92%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
77
shares
|
$17,875
0.0% of portfolio
|
Q1 2022
Reduced 50.64%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
76
shares
|
$17,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
72
shares
|
$16,714
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
66
shares
|
$15,321
0.0% of portfolio
|
Q2 2021
Reduced 98.91%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
66
shares
|
$15,321
0.0% of portfolio
|
Q4 2025
Reduced 67.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
63
shares
|
$14,625
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
63
shares
|
$14,625
0.0% of portfolio
|
Q4 2025
Added 85.29%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
60
shares
|
$13,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
59
shares
|
$13,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
58
shares
|
$13,464
0.0% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
58
shares
|
$13,464
0.01% of portfolio
|
Q2 2025
Added 75.76%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
53
shares
|
$12,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
51
shares
|
$11,839
0.0% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
50
shares
|
$11,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
50
shares
|
$11,607
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
47
shares
|
$10,911
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
45
shares
|
$10,446
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
43
shares
|
$9,982
0.0% of portfolio
|
Q2 2025
Reduced 60.55%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
43
shares
|
$9,982
0.0% of portfolio
|
Q2 2025
Added 207.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
35
shares
|
$8,125
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
35
shares
|
$8,125
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
34
shares
|
$7,893
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
33
shares
|
$7,660
0.0% of portfolio
|
Q4 2023
Reduced 49.23%
|
|