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。
2026 年第 1 季 13F 持有人
Lumentum Holdings Inc. 在 2026/3/31 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
- 1,089
- 較 2025 年第 4 季 +344 家
- 持有股數
- 7,722 萬
- 較 2025 年第 4 季 +600.2 萬 (+8.4%)
- 總市值
- $540.7 億
- 較 2025 年第 4 季 +$278.2 億 (+106.0%)
- 新進機構
- 428
- 另有 281 家加碼
- 清倉機構
- 84
- 另有 325 家減碼
另有 12 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 901 | $63.3 萬 | 0.02% | −682−43.1% | 減碼 |
| Norden Group LLC | 903 | $63.5 萬 | 0.06% | +248+37.9% | 加碼 |
| Lisanti Capital Growth, LLC | 920 | $64.7 萬 | 0.16% | −11,865−92.8% | 減碼 |
| Fifth Third Wealth Advisors LLC | 927 | $65.1 萬 | 0.02% | −1,435−60.8% | 減碼 |
| Markin Volterra Fund LP | 930 | $65.4 萬 | 6.10% | −365−28.2% | 減碼 |
| Archer Investment Corp | 930 | $65.4 萬 | 0.14% | +929+92,900.0% | 加碼 |
| White Pine Capital LLC | 932 | $65.5 萬 | 0.18% | −75−7.4% | 減碼 |
| Alpine Investment Management Ltd | 950 | $66.8 萬 | 0.32% | +950 | 新進 |
| Northwest & Ethical Investments L.P. | 864 | $66.8 萬 | 0.02% | −736−46.0% | 減碼 |
| Prospera Financial Services Inc | 974 | $68.4 萬 | 0.01% | +974 | 新進 |
| Private Trust Co NA | 974 | $68.4 萬 | 0.06% | +931+2,165.1% | 加碼 |
| Gateway Wealth Partners, LLC | 981 | $68.9 萬 | 0.03% | +981 | 新進 |
| GM Advisory Group, Inc. | 992 | $69.7 萬 | 0.03% | +63+6.8% | 加碼 |
| Albion Financial Group | 1,000 | $70.3 萬 | 0.05% | +1,000 | 新進 |
| R Squared Ltd | 1,000 | $70.3 萬 | 0.39% | +1,000 | 新進 |
| Owen LaRue, LLC | 1,000 | $70.3 萬 | 0.27% | +1,000 | 新進 |
| Siemens Fonds Invest GmbH | 1,009 | $70.9 萬 | 0.04% | +1,009 | 新進 |
| Beck Capital Management, LLC | 1,026 | $72.1 萬 | 0.16% | +1,026 | 新進 |
| E Fund Management (Hong Kong) Co., Ltd. | 1,034 | $72.7 萬 | 0.33% | +654+172.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,042 | $73.2 萬 | 0.00% | +265+34.1% | 加碼 |
| Teacher Retirement System of Texas | 1,058 | $74.4 萬 | 0.00% | −5,322−83.4% | 減碼 |
| State of Wyoming | 1,066 | $74.9 萬 | 0.09% | −536−33.5% | 減碼 |
| D.A. Davidson & Co. | 1,070 | $75.2 萬 | 0.00% | −385−26.5% | 減碼 |
| WBH Advisory Inc | 1,000 | $76.5 萬 | 0.06% | 00.0% | 不變 |
| Smith Group Asset Management, LLC | 1,096 | $77.0 萬 | 0.04% | −2,755−71.5% | 減碼 |
| Johnson Financial Group, Inc. | 1,100 | $77.3 萬 | 0.03% | −126−10.3% | 減碼 |
| REX Advisers, LLC | 1,100 | $77.3 萬 | 4.51% | +1,100 | 新進 |
| SRS Capital Advisors, Inc. | 1,061 | $77.9 萬 | 0.02% | +111+11.7% | 加碼 |
| Yorktown Management & Research Co Inc | 1,125 | $79.1 萬 | 0.66% | +1,125 | 新進 |
| West Michigan Advisors, LLC | 1,133 | $79.6 萬 | 0.17% | −725−39.0% | 減碼 |
| Optimist Retirement Group LLC | 1,145 | $80.5 萬 | 0.35% | +19+1.7% | 加碼 |
| IFP Advisors, Inc | 1,155 | $81.2 萬 | 0.02% | +333+40.5% | 加碼 |
| Tema ETFs LLC | 1,161 | $81.6 萬 | 0.05% | +1,161 | 新進 |
| Retireful, LLC | 1,179 | $82.9 萬 | 1.17% | +1,179 | 新進 |
| Taproot Management LP | 1,183 | $83.1 萬 | 0.16% | +1,183 | 新進 |
| AE Wealth Management LLC | 1,186 | $83.3 萬 | 0.00% | +1,186 | 新進 |
| AIA Group Ltd | 1,186 | $83.3 萬 | 0.01% | −3,368−74.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,189 | $83.5 萬 | 0.01% | +1,189 | 新進 |
| CastleKnight Management LP | 1,200 | $84.3 萬 | 0.04% | +1,200 | 新進 |
| Corient IA LLC | 1,220 | $85.7 萬 | 0.81% | −280−18.7% | 減碼 |
| Greenland Capital Management LP | 1,221 | $85.8 萬 | 0.17% | +1,221 | 新進 |
| Smith Shellnut Wilson LLC | 1,230 | $86.4 萬 | 0.38% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 1,235 | $86.8 萬 | 0.05% | +1,235 | 新進 |
| Emerald Mutual Fund Advisers Trust | 1,243 | $87.4 萬 | 0.04% | −85,682−98.6% | 減碼 |
| F/M Investments LLC | 1,243 | $87.4 萬 | 0.06% | −1,205−49.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,245 | $87.5 萬 | 0.00% | +1,245 | 新進 |
| Belvedere Trading LLC | 1,248 | $87.7 萬 | 0.12% | +1,248 | 新進 |
| SummitTX Capital, L.P. | 1,255 | $88.2 萬 | 0.03% | +1,255 | 新進 |
| Chicago Partners Investment Group LLC | 1,022 | $89.3 萬 | 0.02% | +1,022 | 新進 |
| National Asset Management, Inc. | 1,365 | $89.4 萬 | 0.06% | +1,365 | 新進 |
| Mission Wealth Management, LP | 1,272 | $89.4 萬 | 0.02% | −23−1.8% | 減碼 |
| Three Seasons Wealth, LLC | 1,282 | $90.1 萬 | 0.34% | −1,817−58.6% | 減碼 |
| Horizon Investments, LLC | 1,307 | $91.9 萬 | 0.01% | +1,307 | 新進 |
| Ronald Blue Trust, Inc. | 1,308 | $91.9 萬 | 0.01% | −384−22.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,310 | $92.1 萬 | 0.15% | +1,310 | 新進 |
| Intech Investment Management LLC | 1,323 | $93.0 萬 | 0.01% | −33,527−96.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,342 | $94.3 萬 | 0.03% | +1,342 | 新進 |
| Ballentine Partners, LLC | 1,381 | $97.1 萬 | 0.01% | +214+18.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,381 | $97.1 萬 | 0.04% | +1,381 | 新進 |
| Landscape Capital Management, L.L.C. | 1,398 | $98.2 萬 | 0.06% | −11,992−89.6% | 減碼 |
| Mindset Wealth Management, LLC | 1,406 | $98.8 萬 | 0.27% | −542−27.8% | 減碼 |
| Seeds Investor LLC | 1,162 | $99.1 萬 | 0.13% | +1,162 | 新進 |
| FirstWave Capital Management LLC | 1,411 | $99.2 萬 | 1.06% | −1,823−56.4% | 減碼 |
| Hilltop Holdings Inc. | 1,414 | $99.4 萬 | 0.09% | −184−11.5% | 減碼 |
| World Equity Group, Inc. | 1,421 | $99.9 萬 | 0.26% | +1,421 | 新進 |
| Vestcor Inc | 1,437 | $101.0 萬 | 0.03% | +1,437 | 新進 |
| Eurizon Capital SGR S.p.A. | 1,533 | $103.3 萬 | 0.00% | −220−12.5% | 減碼 |
| United Capital Financial Advisers, LLC | 1,470 | $103.3 萬 | 0.01% | +586+66.3% | 加碼 |
| Ionic Capital Management LLC | 1,482 | $104.1 萬 | 0.87% | +1,482 | 新進 |
| CenterBook Partners LP | 1,485 | $104.4 萬 | 0.06% | −22,012−93.7% | 減碼 |
| Advisors Preferred, LLC | 1,486 | $104.4 萬 | 0.16% | −2,152−59.2% | 減碼 |
| Meeder Advisory Services, Inc. | 1,488 | $104.6 萬 | 0.04% | +4+0.3% | 加碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 1,500 | $105.4 萬 | 0.06% | +1,500 | 新進 |
| Allworth Financial LP | 1,508 | $106.0 萬 | 0.00% | +513+51.6% | 加碼 |
| Glenmede Trust Co NA | 1,515 | $106.5 萬 | 0.01% | +427+39.2% | 加碼 |
| SageView Advisory Group, LLC | 1,526 | $107.2 萬 | 0.04% | +95+6.6% | 加碼 |
| 180 Wealth Advisors, LLC | 1,553 | $109.2 萬 | 0.12% | +44+2.9% | 加碼 |
| Miracle Mile Advisors, LLC | 1,584 | $111.3 萬 | 0.02% | −145−8.4% | 減碼 |
| Beaton Management Co. Inc. | 1,620 | $113.8 萬 | 0.51% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 1,630 | $114.5 萬 | 0.22% | +1,630 | 新進 |
| Axiom Investors LLC | 1,655 | $116.3 萬 | 0.01% | +1,655 | 新進 |
| Sequoia Financial Advisors, LLC | 1,660 | $116.7 萬 | 0.01% | +892+116.1% | 加碼 |
| STRS Ohio | 1,684 | $118.3 萬 | 0.00% | −3−0.2% | 減碼 |
| O'Neil Global Advisors, Inc. | 1,689 | $118.7 萬 | 8.22% | −950−36.0% | 減碼 |
| Veracity Capital LLC | 1,709 | $120.1 萬 | 0.43% | −1,338−43.9% | 減碼 |
| Brookstone Capital Management | 1,725 | $121.2 萬 | 0.01% | +1,021+145.0% | 加碼 |
| Stephens Inc | 1,740 | $122.3 萬 | 0.02% | −949−35.3% | 減碼 |
| Wedmont Private Capital | 1,365 | $122.3 萬 | 0.04% | +215+18.7% | 加碼 |
| Ewa, LLC | 1,754 | $123.3 萬 | 0.28% | +4+0.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,755 | $123.3 萬 | 0.04% | −17,474−90.9% | 減碼 |
| Eddie Patel Inc | 1,757 | $123.5 萬 | 0.95% | +1,757 | 新進 |
| Gladstone Institutional Advisory LLC | 1,783 | $125.3 萬 | 0.05% | −1,583−47.0% | 減碼 |
| Vista Private Wealth Partners. LLC | 1,387 | $125.4 萬 | 0.43% | +1,387 | 新進 |
| Canada Post Corp Registered Pension Plan | 1,800 | $126.5 萬 | 0.05% | +1,800 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 1,819 | $127.8 萬 | 0.01% | +1,819 | 新進 |
| Ellevest, Inc. | 1,822 | $128.0 萬 | 0.18% | −257−12.4% | 減碼 |
| Lecap Asset Management Ltd | 1,824 | $128.2 萬 | 0.48% | +1,824 | 新進 |
| Raiffeisen Bank International AG | 1,958 | $128.2 萬 | 0.02% | +1,958 | 新進 |
| Atria Investments LLC | 1,839 | $129.2 萬 | 0.01% | +1,839 | 新進 |
| Krilogy Financial LLC | 1,464 | $130.5 萬 | 0.04% | −134−8.4% | 減碼 |