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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
31
shares
|
$7,196
0.0% of portfolio
|
Q2 2024
Reduced 69.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
30
shares
|
$6,964
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
28
shares
|
$6,500
0.0% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
28
shares
|
$6,500
0.0% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
27
shares
|
$6,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
27
shares
|
$6,268
0.0% of portfolio
|
Q4 2025
Added 8.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
25
shares
|
$5,803
0.0% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
25
shares
|
$5,803
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
24
shares
|
$5,571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
23
shares
|
$5,339
0.0% of portfolio
|
Q4 2025
Added 360.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
22
shares
|
$5,107
0.0% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
22
shares
|
$5,107
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
22
shares
|
$5,107
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
20
shares
|
$4,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
20
shares
|
$4,643
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
19
shares
|
$4,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
19
shares
|
$4,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
18
shares
|
$4,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
18
shares
|
$4,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
18
shares
|
$4,178
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
16
shares
|
$3,714
0.0% of portfolio
|
Q3 2021
Added 1500.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
16
shares
|
$3,714
0.0% of portfolio
|
Q1 2025
Reduced 65.22%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
16
shares
|
$3,714
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
15
shares
|
$3,482
0.0% of portfolio
|
Q4 2025
Reduced 25.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
15
shares
|
$3,482
0.0% of portfolio
|
Q1 2025
New holding
|
|