Lumentum Holdings Inc.
LITE- 交易所
- Nasdaq
- 產業
- Communications Equipment, NEC
- SEC CIK
- 0001633978
近 90 天，Lumentum Holdings Inc. 內部人申報 0 筆公開市場買進、17 筆賣出；2026 年第 2 季末有 1,321 家機構在 13F 申報持有，市值合計 $704.6 億；高瓴 HHLR和Maverick 資本兩位大師持有。
2022 年第 1 季 13F 持有人
Lumentum Holdings Inc. 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 479
- 較 2021 年第 4 季 −1 家
- 持有股數
- 6,780 萬
- 較 2021 年第 4 季 +30.5 萬 (+0.5%)
- 總市值
- $66.1 億
- 較 2021 年第 4 季 −$5.30 億 (−7.4%)
- 新進機構
- 57
- 另有 149 家加碼
- 清倉機構
- 58
- 另有 163 家減碼
另有 7 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LITE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,321 | $704.6 億 |
| 2026 年第 1 季 | 1,089 | $540.7 億 |
| 2025 年第 4 季 | 757 | $295.1 億 |
| 2025 年第 3 季 | 589 | $128.2 億 |
| 2025 年第 2 季 | 483 | $79.6 億 |
| 2025 年第 1 季 | 422 | $50.4 億 |
| 2024 年第 4 季 | 450 | $62.3 億 |
| 2024 年第 3 季 | 386 | $46.5 億 |
| 2024 年第 2 季 | 377 | $38.7 億 |
| 2024 年第 1 季 | 366 | $35.8 億 |
| 2023 年第 4 季 | 357 | $37.6 億 |
| 2023 年第 3 季 | 366 | $31.6 億 |
| 2023 年第 2 季 | 377 | $38.8 億 |
| 2023 年第 1 季 | 387 | $34.2 億 |
| 2022 年第 4 季 | 429 | $32.9 億 |
| 2022 年第 3 季 | 443 | $46.2 億 |
| 2022 年第 2 季 | 468 | $52.8 億 |
| 2022 年第 1 季 | 479 | $66.1 億 |
| 2021 年第 4 季 | 487 | $71.4 億 |
| 2021 年第 3 季 | 434 | $55.2 億 |
| 2021 年第 2 季 | 423 | $55.8 億 |
| 2021 年第 1 季 | 478 | $63.6 億 |
2022 年第 1 季持有機構
每家機構持有 Lumentum Holdings Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 339 | $3.30 萬 | 0.00% | +41+13.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 350 | $3.40 萬 | 0.02% | 00.0% | 不變 |
| Park Circle Co | 360 | $3.50 萬 | 0.03% | 00.0% | 不變 |
| Proequities, Inc. | 372 | $3.60 萬 | 0.00% | +372 | 新進 |
| Twin Tree Management, LP | 368 | $3.60 萬 | 0.00% | +368 | 新進 |
| Hall Laurie J Trustee | 380 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 375 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Trust Co | 427 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 438 | $4.30 萬 | 0.00% | −24−5.2% | 減碼 |
| Sandy Spring Bank | 450 | $4.40 萬 | 0.00% | −75−14.3% | 減碼 |
| AllSquare Wealth Management LLC | 450 | $4.40 萬 | 0.03% | 00.0% | 不變 |
| Private Capital Group, LLC | 451 | $4.40 萬 | 0.01% | +440+4,000.0% | 加碼 |
| Cutler Group LP | 471 | $4.50 萬 | 0.00% | −1,294−73.3% | 減碼 |
| Mascoma Wealth Management LLC | 523 | $5.10 萬 | 0.02% | +523 | 新進 |
| Spire Wealth Management | 642 | $6.30 萬 | 0.00% | −865−57.4% | 減碼 |
| Bleichroeder LP | 660 | $6.40 萬 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 685 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 754 | $7.40 萬 | 0.01% | −453−37.5% | 減碼 |
| Elequin Capital LP | 823 | $8.00 萬 | 0.01% | +823 | 新進 |
| Bedel Financial Consulting, Inc. | 847 | $8.30 萬 | 0.03% | 00.0% | 不變 |
| Islay Capital Management, LLC | 852 | $8.30 萬 | 0.07% | 00.0% | 不變 |
| S.A. Mason LLC | 850 | $8.30 萬 | 0.05% | 00.0% | 不變 |
| Capital Analysts, LLC | 856 | $8.40 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 925 | $9.03 萬 | 0.00% | −1,199−56.5% | 減碼 |
| Ellis Investment Partners, LLC | 1,000 | $9.70 萬 | 0.02% | +100+11.1% | 加碼 |
| TD Waterhouse Canada Inc. | 1,013 | $9.87 萬 | 0.00% | +9+0.9% | 加碼 |
| Parallel Advisors, LLC | 1,021 | $10.0 萬 | 0.00% | +7+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 1,223 | $11.9 萬 | 0.00% | +666+119.6% | 加碼 |
| Exane Derivatives | 1,237 | $12.1 萬 | 0.03% | −370−23.0% | 減碼 |
| Johnson Financial Group, Inc. | 1,236 | $12.1 萬 | 0.01% | −208−14.4% | 減碼 |
| Credit Agricole S A | 1,250 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 1,335 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 1,445 | $14.1 萬 | 0.09% | +1,384+2,268.9% | 加碼 |
| Money Concepts Capital Corp | 1,496 | $14.6 萬 | 0.01% | +1,496 | 新進 |
| Captrust Financial Advisors | 1,574 | $15.4 萬 | 0.00% | +443+39.2% | 加碼 |
| Nisa Investment Advisors, LLC | 1,599 | $15.6 萬 | 0.00% | −1,383−46.4% | 減碼 |
| Global Retirement Partners, LLC | 1,903 | $15.9 萬 | 0.01% | +1,903 | 新進 |
| Harbor Investment Advisory, LLC | 1,648 | $16.1 萬 | 0.02% | +1,643+32,860.0% | 加碼 |
| Wolverine Asset Management LLC | 1,863 | $18.1 萬 | 0.00% | −3,700−66.5% | 減碼 |
| American Portfolios Advisors | 1,943 | $19.0 萬 | 0.01% | +385+24.7% | 加碼 |
| Orion Capital Management LLC | 1,980 | $19.3 萬 | 0.12% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 2,083 | $20.3 萬 | 0.01% | +4+0.2% | 加碼 |
| Beaton Management Co. Inc. | 2,172 | $21.2 萬 | 0.13% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 2,235 | $21.8 萬 | 0.05% | −1,965−46.8% | 減碼 |
| National Asset Management, Inc. | 2,226 | $21.8 萬 | 0.01% | +2,226 | 新進 |
| APG Asset Management N.V. | 2,500 | $21.9 萬 | 0.00% | −9,900−79.8% | 減碼 |
| KCM Investment Advisors LLC | 2,241 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Mark Stevens | 2,250 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 2,264 | $22.1 萬 | 0.00% | +2,264 | 新進 |
| Essex Financial Services, Inc. | 2,271 | $22.2 萬 | 0.02% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 2,317 | $22.6 萬 | 0.01% | −630−21.4% | 減碼 |
| Snowden Capital Advisors LLC | 2,318 | $22.6 萬 | 0.01% | +502+27.6% | 加碼 |
| Advisor Resource Council | 2,332 | $22.8 萬 | 0.07% | +11+0.5% | 加碼 |
| National Bank of Canada | 2,352 | $22.9 萬 | 0.00% | −766−24.6% | 減碼 |
| Echo Street Capital Management LLC | 2,360 | $23.0 萬 | 0.00% | +2,360 | 新進 |
| Impax Asset Management Group plc | 2,388 | $23.3 萬 | 0.00% | +2,388 | 新進 |
| CWM Advisors, LLC | 2,396 | $23.4 萬 | 0.03% | +53+2.3% | 加碼 |
| Keybank National Association | 2,503 | $24.4 萬 | 0.00% | −5,290−67.9% | 減碼 |
| Los Angeles Capital Management LLC | 2,539 | $24.8 萬 | 0.00% | −75−2.9% | 減碼 |
| TD Private Client Wealth LLC | 2,560 | $25.0 萬 | 0.01% | +411+19.1% | 加碼 |
| Coldstream Capital Management Inc | 2,622 | $25.6 萬 | 0.01% | −55−2.1% | 減碼 |
| Toroso Investments, LLC | 2,623 | $25.6 萬 | 0.01% | +336+14.7% | 加碼 |
| Panagora Asset Management Inc | 2,679 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 2,719 | $26.5 萬 | 0.02% | +60+2.3% | 加碼 |
| Independent Advisor Alliance | 2,723 | $26.6 萬 | 0.01% | +2,723 | 新進 |
| Cetera Advisors LLC | 2,757 | $26.9 萬 | 0.01% | −415−13.1% | 減碼 |
| State of Wyoming | 2,759 | $26.9 萬 | 0.14% | +1,012+57.9% | 加碼 |
| WD Rutherford LLC | 2,862 | $27.9 萬 | 0.16% | −80−2.7% | 減碼 |
| Hoylecohen, LLC | 2,874 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| Vestcor Inc | 2,922 | $28.5 萬 | 0.01% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 2,925 | $28.5 萬 | 0.14% | 00.0% | 不變 |
| AE Wealth Management LLC | 2,951 | $28.8 萬 | 0.00% | +173+6.2% | 加碼 |
| Fulton Bank, N.A. | 2,950 | $28.8 萬 | 0.01% | +2,950 | 新進 |
| Group One Trading, L.P. | 2,966 | $28.9 萬 | 0.01% | +2,966 | 新進 |
| Systematic Alpha Investments, LLC | 3,000 | $29.3 萬 | 0.01% | +3,000 | 新進 |
| Schechter Investment Advisors, LLC | 3,008 | $29.4 萬 | 0.03% | +4+0.1% | 加碼 |
| Bellecapital International Ltd. | 3,074 | $30.0 萬 | 0.10% | +3,074 | 新進 |
| Keeley-Teton Advisors, LLC | 3,100 | $30.3 萬 | 0.03% | +3,100 | 新進 |
| InterOcean Capital Group, LLC | 3,100 | $30.3 萬 | 0.01% | +3,100 | 新進 |
| Fort Washington Investment Advisors Inc | 3,147 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 3,175 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Trading, LLC | 3,189 | $31.2 萬 | 0.01% | −6,265−66.3% | 減碼 |
| Boothbay Fund Management, LLC | 3,231 | $31.5 萬 | 0.01% | +3,231 | 新進 |
| Oppenheimer & Co Inc | 3,260 | $31.8 萬 | 0.01% | +3,260 | 新進 |
| Kovack Advisors, Inc. | 3,297 | $32.1 萬 | 0.03% | −148−4.3% | 減碼 |
| American Trust | 3,372 | $32.9 萬 | 0.02% | +1,192+54.7% | 加碼 |
| Leuthold Group, LLC | 3,418 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Ritholtz Wealth Management | 3,515 | $34.3 萬 | 0.02% | +3,515 | 新進 |
| Maryland Capital Management | 3,549 | $34.6 萬 | 0.02% | −253−6.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 3,777 | $36.8 萬 | 0.06% | −500−11.7% | 減碼 |
| Shelton Capital Management | 3,798 | $37.1 萬 | 0.01% | −224−5.6% | 減碼 |
| Utah Retirement Systems | 3,800 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Sweet Financial Partners, LLC | 3,825 | $37.3 萬 | 0.10% | −7−0.2% | 減碼 |
| Lazard Asset Management LLC | 3,826 | $37.3 萬 | 0.00% | +3,739+4,297.7% | 加碼 |
| Stephens Inc | 3,827 | $37.4 萬 | 0.01% | +517+15.6% | 加碼 |
| Zeke Capital Advisors, LLC | 3,868 | $37.8 萬 | 0.02% | −94−2.4% | 減碼 |
| IHT Wealth Management, LLC | 3,967 | $38.7 萬 | 0.03% | 00.0% | 不變 |
| KRS Capital Management, LLC | 3,974 | $38.7 萬 | 0.42% | 00.0% | 不變 |
| First Pacific Financial | 4,080 | $39.8 萬 | 0.20% | −37−0.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 4,115 | $40.2 萬 | 0.00% | +1,433+53.4% | 加碼 |