# LUMENTUM HLDGS INC (LITE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LITE/

- Reporting holders: 44
- Reported value: $236.2M
- Held through calls: 4.3%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $69.1M | 71,116 | 0.4% | 1 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $60.2M | 61,938 | 0.5% | 1 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $37.9M | 28,820 | 1.7% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $27.7M | 28,546 | 0.4% | 2 |
| [GLYNN CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/911270-glynn-capital-management-llc/) | $12.1M | 12,449 | 3.6% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.5M | 3,623 | 0.1% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $3.2M | 3,065 | 0.1% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.2M | 3,296 | 0.0% | 16 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $3.1M | 3,200 | 1.1% | 2 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $2.2M | 2,296 | 0.8% | 6 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.1M | 2,142 | 0.2% | 11 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $2.0M | 2,033 | 0.3% | 1 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $1.2M | 1,235 | 0.3% | 5 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $810.0K | 834 | 0.5% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $779.9K | 803 | 0.0% | 11 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $695.4K | 716 | 0.4% | 2 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $694.4K | 625 | 0.0% | 3 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $661.4K | 681 | 0.1% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $630.3K | 649 | 0.1% | 4 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $579.2K | 532 | 0.3% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $501.8K | 517 | 0.0% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $453.9K | 367 | 0.0% | 2 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $360.3K | 371 | 0.1% | 4 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $317.6K | 327 | 0.0% | 2 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $291.4K | 0 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 44 | $236.2M |
| Q2 2026 | 1,329 | $97.9B |
| Q1 2026 | 1,090 | $68.7B |
| Q4 2025 | 764 | $34.4B |
| Q3 2025 | 600 | $14.8B |
| Q2 2025 | 486 | $8.5B |
| Q1 2025 | 427 | $5.3B |
| Q4 2024 | 455 | $6.5B |
| Q3 2024 | 393 | $4.9B |
| Q2 2024 | 380 | $4.2B |
| Q1 2024 | 371 | $3.9B |
| Q4 2023 | 362 | $4.1B |