LITE — Lumentum Hldgs Inc Institutional Holders · Q3 2026

Name: Who Owns LITE? 51 Institutions Hold $262M (Q3 2026)
Creator: ko.io

Who owns Lumentum Hldgs Inc (LITE)? 51 institutions reported holding $261.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($69.1M), Artemis Investment Management LLP ($60.2M), Oak Grove Capital LLC ($37.9M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$69.1M	71,116	New
2	Artemis Investment Management LLP	$60.2M	61,938	New
3	Oak Grove Capital LLC	$37.9M	39,020	Added
4	EASTERN BANK	$27.7M	28,546	Added
5	Mn Services Vermogensbeheer B.V.	$20.2M	20,800	Hold
6	GLYNN CAPITAL MANAGEMENT LLC	$12.1M	12,449	Trimmed
7	GAMMA Investing LLC	$3.5M	3,623	Added
8	Wedmont Private Capital	$3.2M	3,065	Added
9	Farther Finance Advisors, LLC	$3.2M	3,296	Added
10	Red Spruce Capital, LLC	$3.1M	3,200	Added
11	MRA Advisory Group	$2.2M	2,296	Added
12	Central Pacific Bank - Trust Division	$2.1M	2,142	Trimmed
13	Whitaker-Myers Wealth Managers, LTD.	$2.0M	2,033	New
14	Westwind Capital	$1.7M	1,761	Added
15	NEVILLE RODIE & SHAW INC	$1.5M	1,530	Trimmed
16	Polaris Financial Partners	$1.4M	1,470	New
17	Veracity Capital LLC	$1.2M	1,235	Trimmed
18	Family Legacy Financial Solutions, LLC	$810,031	834	Hold
19	CoreCap Advisors, LLC	$779,922	803	Trimmed
20	GK Wealth Management LLC	$695,422	716	Added
21	Apella Capital, LLC	$694,391	625	Added
22	TrueWealth Advisors, LLC	$661,428	681	New
23	Wealth Enhancement Trust Services, Inc.	$630,347	649	Added
24	Successful Portfolios LLC	$579,212	532	Hold
25	CX Institutional	$548,000	564	New

Source: SEC Form 13F filings · as of 2026-09-30