Who Owns Lumentum Holdings Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Lumentum Holdings Inc.

Who crossed 5% of LITE →

Managers holding

as of 2026-09-30

Reported value

$259M

summed across filings

Shares held

266.2K

Added vs trimmed

18 / 13

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
CONGRESS ASSET MANAGEMENT COCOM71.1K sh—	71.1K	$69.1M	—
Artemis Investment Management LLPCOM61.9K sh—	61.9K	$60.2M	—
Oak Grove Capital LLCCOM28.8K shadded	28.8K	$28M	added
EASTERN BANKCOM28.5K shadded	28.5K	$27.7M	added
Mn Services Vermogensbeheer B.V.COM20.8K shheld	20.8K	$20.2M	held
GLYNN CAPITAL MANAGEMENT LLCCOM12.4K shtrimmed	12.4K	$12.1M	trimmed
Oak Grove Capital LLCCOM10.2K shtrimmed	10.2K	$9.9M	trimmed
GAMMA Investing LLCCommon Stock3.6K shadded	3.6K	$3.5M	added
Wedmont Private CapitalCOM3.1K shadded	3.1K	$3.2M	added
Farther Finance Advisors, LLCStock3.3K shadded	3.3K	$3.2M	added
Red Spruce Capital, LLCCOM3.2K shadded	3.2K	$3.1M	added
MRA Advisory GroupCOM2.3K shadded	2.3K	$2.2M	added
Central Pacific Bank - Trust DivisionCOM2.1K shtrimmed	2.1K	$2.1M	trimmed
Whitaker-Myers Wealth Managers, LTD.COM2K sh—	2K	$2M	—
Westwind CapitalStock1.8K shadded	1.8K	$1.7M	added
NEVILLE RODIE & SHAW INCCOM1.5K shtrimmed	1.5K	$1.5M	trimmed
Veracity Capital LLCCOM1.2K shtrimmed	1.2K	$1.2M	trimmed
Family Legacy Financial Solutions, LLCCOM834 shheld	834	$810K	held
CoreCap Advisors, LLCStock803 shtrimmed	803	$779.9K	trimmed
GK Wealth Management LLCCOM716 shadded	716	$695.4K	added
Apella Capital, LLCCOM625 shadded	625	$694.4K	added
TrueWealth Advisors, LLCCOM681 sh—	681	$661.4K	—
Wealth Enhancement Trust Services, Inc.COM649 shadded	649	$630.3K	added
Successful Portfolios LLCCOM532 shheld	532	$579.2K	held
Valeo Financial Advisors, LLCStock517 shtrimmed	517	$501.8K	trimmed
ANB BANKCom371 shtrimmed	371	$360.3K	trimmed
Venture Visionary Partners LLCCOM367 shadded	367	$356.7K	added
RIVERSEDGE ADVISORS, LLCCOM327 shadded	327	$317.6K	added
CenterStar Asset Management, LLCCOM300 sh—	300	$291.4K	—
Avidian Wealth Enterprises, LLCCOM295 sh—	295	$286.5K	—
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock255 shtrimmed	255	$247.7K	trimmed
LifeGoal Investments, LLCCOM251 shadded	251	$243.8K	added
Cooper Financial GroupCOM211 shtrimmed	211	$204.9K	trimmed
FIRST COMMUNITY TRUST NACOM173 shheld	173	$168K	held
Venture Visionary Partners LLCCOM100 shtrimmed	100	$97.1K	trimmed
Grove Bank & TrustCOM62 shadded	62	$60.2K	added
TOTH FINANCIAL ADVISORY CORPCOM53 shadded	53	$51.5K	added
Marquette Asset Management, LLCCOM14 shheld	14	$13.6K	held
ELEVATION WEALTH PARTNERS, LLCCOM10 shadded	10	$9.7K	added
Retirement Wealth Solutions LLCCOM9 shadded	9	$8.7K	added
Rosenberg Matthew HamiltonStock6 shheld	6	$5.8K	held
AMERICAN NATIONAL BANK & TRUSTCOM6 shtrimmed	6	$5.8K	trimmed
ARMSTRONG ADVISORY GROUP, INCCOM4 sh—	4	$3.9K	—
GILPIN WEALTH MANAGEMENT, LLCCOM2 sh—	2	$1.9K	—
Davis Capital ManagementStock1 shtrimmed	1	$971	trimmed

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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