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 4 季 13F 持有人
Lumentum Holdings Inc. 在 2022/12/31 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
- 429
- 較 2022 年第 3 季 −4 家
- 持有股數
- 6,300 萬
- 較 2022 年第 3 季 −428.7 萬 (−6.4%)
- 總市值
- $32.9 億
- 較 2022 年第 3 季 −$13.3 億 (−28.8%)
- 新進機構
- 72
- 另有 112 家加碼
- 清倉機構
- 76
- 另有 168 家減碼
另有 10 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 245 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 250 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| MinichMacGregor Wealth Management, LLC | 292 | $1.52 萬 | 0.01% | +292 | 新進 |
| Lindbrook Capital, LLC | 298 | $1.55 萬 | 0.00% | −432−59.2% | 減碼 |
| Cutler Group LP | 310 | $1.60 萬 | 0.00% | +310 | 新進 |
| Kistler-Tiffany Companies, LLC | 312 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 322 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Richelieu Gestion PLC | 331 | $1.70 萬 | 0.02% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 381 | $1.99 萬 | 0.00% | +381 | 新進 |
| Financial Management Professionals, Inc. | 375 | $2.00 萬 | 0.00% | −5−1.3% | 減碼 |
| Amundi | 355 | $2.01 萬 | 0.00% | +355 | 新進 |
| Proequities, Inc. | 398 | $2.08 萬 | 0.00% | −46−10.4% | 減碼 |
| Cambridge Trust Co | 400 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 407 | $2.10 萬 | 0.00% | +10+2.5% | 加碼 |
| Advisors Asset Management, Inc. | 416 | $2.17 萬 | 0.00% | −39−8.6% | 減碼 |
| AllSquare Wealth Management LLC | 450 | $2.35 萬 | 0.02% | 00.0% | 不變 |
| Islay Capital Management, LLC | 490 | $2.56 萬 | 0.03% | −362−42.5% | 減碼 |
| Tompkins Financial Corp | 500 | $2.60 萬 | 0.00% | +500 | 新進 |
| Mascoma Wealth Management LLC | 510 | $2.66 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 416 | $2.80 萬 | 0.00% | +124+42.5% | 加碼 |
| Westside Investment Management, Inc. | 562 | $2.90 萬 | 0.00% | +400+246.9% | 加碼 |
| Gibson Wealth Advisors LLC | 504 | $3.10 萬 | 0.00% | +496+6,200.0% | 加碼 |
| State of Wyoming | 638 | $3.33 萬 | 0.01% | −13−2.0% | 減碼 |
| Bleichroeder LP | 660 | $3.44 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 688 | $3.59 萬 | 0.00% | −3,407−83.2% | 減碼 |
| Assetmark, Inc | 694 | $3.62 萬 | 0.00% | +181+35.3% | 加碼 |
| Quent Capital, LLC | 702 | $3.66 萬 | 0.01% | −84−10.7% | 減碼 |
| Ellevest, Inc. | 727 | $3.79 萬 | 0.00% | −246−25.3% | 減碼 |
| Johnson Financial Group, Inc. | 742 | $3.87 萬 | 0.00% | −676−47.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 776 | $4.05 萬 | 0.00% | −194−20.0% | 減碼 |
| Signaturefd, LLC | 793 | $4.14 萬 | 0.00% | +517+187.3% | 加碼 |
| S.A. Mason LLC | 850 | $4.43 萬 | 0.03% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 901 | $4.70 萬 | 0.01% | +175+24.1% | 加碼 |
| Advisory Services Network, LLC | 959 | $5.00 萬 | 0.00% | +959 | 新進 |
| Parallel Advisors, LLC | 1,028 | $5.36 萬 | 0.00% | −693−40.3% | 減碼 |
| CWM, LLC | 1,080 | $5.60 萬 | 0.00% | +638+144.3% | 加碼 |
| Park Place Capital Corp | 1,078 | $5.60 萬 | 0.02% | +1,078 | 新進 |
| TD Waterhouse Canada Inc. | 1,154 | $6.22 萬 | 0.00% | −26−2.2% | 減碼 |
| Hallmark Capital Management Inc | 1,543 | $8.05 萬 | 0.01% | −164,478−99.1% | 減碼 |
| Harbor Investment Advisory, LLC | 1,648 | $8.60 萬 | 0.01% | 00.0% | 不變 |
| National Bank of Canada | 1,680 | $8.76 萬 | 0.00% | −590−26.0% | 減碼 |
| Money Concepts Capital Corp | 1,763 | $9.20 萬 | 0.00% | +1,686+2,189.6% | 加碼 |
| Global Retirement Partners, LLC | 2,021 | $10.5 萬 | 0.01% | +44+2.2% | 加碼 |
| GWM Advisors LLC | 2,221 | $11.6 萬 | 0.00% | −2,438−52.3% | 減碼 |
| WD Rutherford LLC | 2,862 | $14.9 萬 | 0.12% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,878 | $15.0 萬 | 0.01% | −137−4.5% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 2,925 | $15.3 萬 | 0.08% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 3,149 | $16.4 萬 | 0.00% | −4,476−58.7% | 減碼 |
| Wolff Wiese Magana LLC | 3,735 | $19.5 萬 | 0.17% | −145−3.7% | 減碼 |
| Belpointe Asset Management LLC | 3,753 | $19.6 萬 | 0.01% | −10,222−73.1% | 減碼 |
| Prospera Financial Services Inc | 3,836 | $20.0 萬 | 0.01% | −111−2.8% | 減碼 |
| D.A. Davidson & Co. | 3,853 | $20.1 萬 | 0.00% | −2,625−40.5% | 減碼 |
| Snowden Capital Advisors LLC | 3,878 | $20.2 萬 | 0.01% | −1,427−26.9% | 減碼 |
| Verition Fund Management LLC | 3,916 | $20.4 萬 | 0.00% | −85,342−95.6% | 減碼 |
| Strategy Asset Managers LLC | 4,086 | $21.3 萬 | 0.05% | −343−7.7% | 減碼 |
| Profund Advisors LLC | 4,141 | $21.6 萬 | 0.01% | +148+3.7% | 加碼 |
| CWM Advisors, LLC | 4,503 | $23.5 萬 | 0.03% | +1,504+50.2% | 加碼 |
| Hancock Whitney Corp | 4,545 | $23.7 萬 | 0.01% | −217−4.6% | 減碼 |
| Boothbay Fund Management, LLC | 4,653 | $24.3 萬 | 0.01% | +445+10.6% | 加碼 |
| Two Sigma Securities, LLC | 4,653 | $24.3 萬 | 0.03% | +4,653 | 新進 |
| Fox Run Management, L.L.C. | 4,675 | $24.4 萬 | 0.10% | +4,675 | 新進 |
| Regent Investment Management LLC | 4,735 | $24.7 萬 | 0.07% | 00.0% | 不變 |
| Greenleaf Trust | 4,798 | $25.0 萬 | 0.00% | −335−6.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 4,798 | $25.0 萬 | 0.00% | +1,533+47.0% | 加碼 |
| Asset Management Corp | 5,000 | $26.1 萬 | 0.22% | −35−0.7% | 減碼 |
| BKD Wealth Advisors, LLC | 5,000 | $26.1 萬 | 0.01% | −10.0% | 減碼 |
| HighTower Advisors, LLC | 5,053 | $26.3 萬 | 0.00% | +336+7.1% | 加碼 |
| WR Wealth Planners, LLC | 5,075 | $26.5 萬 | 0.16% | +54+1.1% | 加碼 |
| Gateway Investment Advisers LLC | 5,140 | $26.8 萬 | 0.00% | −28−0.5% | 減碼 |
| Shell Asset Management Co | 5,155 | $26.9 萬 | 0.01% | −1,065−17.1% | 減碼 |
| Vestcor Inc | 5,274 | $27.5 萬 | 0.01% | −490−8.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,318 | $27.8 萬 | 0.01% | −14,739−73.5% | 減碼 |
| Impax Asset Management Group plc | 5,481 | $28.6 萬 | 0.00% | −216−3.8% | 減碼 |
| Neuberger Berman Group LLC | 5,492 | $28.7 萬 | 0.00% | −9,738−63.9% | 減碼 |
| Maryland State Retirement & Pension System | 5,722 | $29.9 萬 | 0.01% | +5,722 | 新進 |
| Oak Thistle LLC | 5,752 | $30.0 萬 | 0.64% | +5,752 | 新進 |
| Bank of Nova Scotia | 5,854 | $30.5 萬 | 0.00% | +5,854 | 新進 |
| Magnetar Financial LLC | 5,871 | $30.6 萬 | 0.01% | +5,871 | 新進 |
| Allspring Global Investments Holdings, LLC | 5,874 | $30.6 萬 | 0.00% | +2,471+72.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,925 | $30.9 萬 | 0.05% | −1,390−19.0% | 減碼 |
| Connacht Asset Management LP | 6,006 | $31.3 萬 | 0.63% | +6,006 | 新進 |
| Ergoteles LLC | 6,047 | $31.5 萬 | 0.01% | +6,047 | 新進 |
| Northwestern Mutual Wealth Management Co | 6,135 | $32.0 萬 | 0.00% | −1,165−16.0% | 減碼 |
| Cornerstone Investment Partners, LLC | 6,143 | $32.0 萬 | 0.02% | +10.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 6,148 | $32.1 萬 | 0.08% | −7,255−54.1% | 減碼 |
| Securian Asset Management, Inc | 6,190 | $32.3 萬 | 0.01% | −100−1.6% | 減碼 |
| JB Capital LLC | 6,287 | $32.8 萬 | 0.03% | +246+4.1% | 加碼 |
| ExodusPoint Capital Management, LP | 6,299 | $32.9 萬 | 0.01% | +6,299 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 6,311 | $32.9 萬 | 0.01% | −3,654−36.7% | 減碼 |
| Sweet Financial Partners, LLC | 6,325 | $33.0 萬 | 0.10% | +2,500+65.4% | 加碼 |
| Simplex Trading, LLC | 6,457 | $33.6 萬 | 0.02% | +6,457 | 新進 |
| Advisors Capital Management, LLC | 6,504 | $33.9 萬 | 0.01% | −73,826−91.9% | 減碼 |
| Teza Capital Management LLC | 6,553 | $34.2 萬 | 0.07% | −5,268−44.6% | 減碼 |
| Industrial Alliance Investment Management Inc. | 6,588 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 6,635 | $34.6 萬 | 0.01% | −83−1.2% | 減碼 |
| Merlin Capital LLC | 6,685 | $34.9 萬 | 0.86% | +685+11.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 6,765 | $35.3 萬 | 0.00% | −9,012−57.1% | 減碼 |
| Canada Pension Plan Investment Board | 6,900 | $36.0 萬 | 0.00% | +3,900+130.0% | 加碼 |
| Blueshift Asset Management, LLC | 6,920 | $36.1 萬 | 0.17% | +6,920 | 新進 |
| Commonwealth Equity Services, LLC | 6,998 | $36.5 萬 | 0.00% | −3,021−30.2% | 減碼 |