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、19 筆賣出；2026 年第 2 季末有 1,326 家機構在 13F 申報持有，市值合計 $704.7 億；高瓴 HHLR和Maverick 資本兩位大師持有。
2026 年第 3 季 13F 持有人
Lumentum Holdings Inc. 在 2026/9/30 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
2026 年第 3 季的資料還在陸續進來（13F 申報期限：2026/11/16），這裡的數字還不完整。
- 持有機構
- 762
- 較 2026 年第 2 季 +88 家
- 持有股數
- 1,332 萬
- 較 2026 年第 2 季 +162.6 萬 (+13.9%)
- 總市值
- $128.5 億
- 較 2026 年第 2 季 +$28.4 億 (+28.3%)
- 新進機構
- 151
- 另有 324 家加碼
- 清倉機構
- 63
- 另有 199 家減碼
另有 652 家機構在 2026 年第 2 季持有、還沒有申報 2026 年第 3 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 | 1,326 | $704.7 億 |
| 2026 年第 1 季 | 1,093 | $540.7 億 |
| 2025 年第 4 季 | 761 | $295.1 億 |
| 2025 年第 3 季 | 592 | $128.2 億 |
| 2025 年第 2 季 | 484 | $79.6 億 |
| 2025 年第 1 季 | 423 | $50.4 億 |
| 2024 年第 4 季 | 451 | $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 3 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 2026 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 2,535,529 | $24.6 億 | 0.13% | +290,427+12.9% | 加碼 |
| Amundi | 594,129 | $5.77 億 | 0.12% | −64,298−9.8% | 減碼 |
| Bank of Montreal | 587,448 | $5.71 億 | 0.21% | −135,593−18.8% | 減碼 |
| Deutsche Bank AG | 534,564 | $5.19 億 | 0.14% | +278,689+108.9% | 加碼 |
| WT Asset Management Ltd | 533,854 | $5.19 億 | 8.38% | −42,665−7.4% | 減碼 |
| Bank of New York Mellon Corp | 498,093 | $4.84 億 | 0.08% | +48,934+10.9% | 加碼 |
| Swedbank AB | 389,726 | $3.79 億 | 0.32% | +53,067+15.8% | 加碼 |
| Dimensional Fund Advisors LP | 352,720 | $3.43 億 | 0.06% | −22,003−5.9% | 減碼 |
| Barclays PLC | 350,834 | $3.41 億 | 0.11% | −106,714−23.3% | 減碼 |
| Citigroup Inc | 270,496 | $2.63 億 | 0.13% | −26,513−8.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 233,396 | $2.27 億 | 0.12% | +35,968+18.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 205,002 | $1.99 億 | 0.11% | +24,748+13.7% | 加碼 |
| AXS Investments LLC | 196,330 | $1.91 億 | 18.54% | +196,330 | 新進 |
| Principal Financial Group Inc | 191,477 | $1.86 億 | 0.10% | +64,236+50.5% | 加碼 |
| Pictet Asset Management Holding SA | 183,399 | $1.78 億 | 0.17% | +112,076+157.1% | 加碼 |
| Agf Management Ltd | 179,707 | $1.75 億 | 0.71% | +179,707 | 新進 |
| Robeco Schweiz AG | 175,239 | $1.70 億 | 3.07% | −8,871−4.8% | 減碼 |
| Bessemer Group Inc | 153,555 | $1.49 億 | 0.20% | −2,700−1.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 132,541 | $1.39 億 | 0.22% | +14,841+12.6% | 加碼 |
| LPL Financial LLC | 130,463 | $1.27 億 | 0.03% | +22,496+20.8% | 加碼 |
| AMF Pensionsforsakring AB | 126,905 | $1.23 億 | 0.72% | +126,905 | 新進 |
| Russell Investments Group, Ltd. | 113,883 | $1.11 億 | 0.10% | +7,406+7.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 108,199 | $1.05 億 | 0.27% | +302+0.3% | 加碼 |
| ProShare Advisors LLC | 103,383 | $1.00 億 | 0.14% | +15,050+17.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 101,248 | $9,834 萬 | 0.17% | +10,094+11.1% | 加碼 |
| Squarepoint Ops LLC | 85,890 | $8,342 萬 | 0.18% | −246,098−74.1% | 減碼 |
| Silvant Capital Management LLC | 80,047 | $7,775 萬 | 1.57% | +62,513+356.5% | 加碼 |
| TimesSquare Capital Management, LLC | 78,501 | $7,624 萬 | 1.25% | +78,501 | 新進 |
| Assenagon Asset Management S.A. | 77,043 | $7,483 萬 | 0.07% | −24,789−24.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 71,305 | $7,256 萬 | 0.11% | +59,486+503.3% | 加碼 |
| Braun Stacey Associates Inc | 71,852 | $6,979 萬 | 2.01% | −1,928−2.6% | 減碼 |
| Zweig-DiMenna Associates LLC | 71,592 | $6,953 萬 | 5.39% | +35,039+95.9% | 加碼 |
| Congress Asset Management Co | 71,116 | $6,907 萬 | 0.45% | +71,116 | 新進 |
| Arnhold LLC | 70,865 | $6,883 萬 | 4.92% | +111+0.2% | 加碼 |
| NEOS Investment Management LLC | 66,815 | $6,489 萬 | 0.21% | +13,628+25.6% | 加碼 |
| Nordea Investment Management AB | 68,256 | $6,476 萬 | 0.05% | +22,869+50.4% | 加碼 |
| Mawer Investment Management Ltd. | 66,283 | $6,438 萬 | 0.47% | +8,603+14.9% | 加碼 |
| Handelsbanken Fonder AB | 65,166 | $6,329 萬 | 0.18% | +12,126+22.9% | 加碼 |
| Generate Investment Management Ltd | 63,855 | $6,202 萬 | 2.31% | +47,855+299.1% | 加碼 |
| Artemis Investment Management LLP | 61,938 | $6,016 萬 | 0.52% | +61,938 | 新進 |
| New York State Teachers Retirement System | 54,512 | $5,295 萬 | 0.10% | −211−0.4% | 減碼 |
| Pinnacle Associates Ltd | 54,132 | $5,258 萬 | 0.59% | +2,440+4.7% | 加碼 |
| Exchange Traded Concepts, LLC | 53,837 | $5,229 萬 | 0.23% | +39,989+288.8% | 加碼 |
| Reaves W H & Co Inc | 50,297 | $4,885 萬 | 0.88% | +10,391+26.0% | 加碼 |
| North Growth Management Ltd. | 50,000 | $4,849 萬 | 6.53% | −3,000−5.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 49,402 | $4,798 萬 | 0.06% | −3,669−6.9% | 減碼 |
| Temasek Holdings (Private) Ltd | 47,265 | $4,591 萬 | 0.13% | +25,240+114.6% | 加碼 |
| Tema ETFs LLC | 46,447 | $4,511 萬 | 1.68% | +45,116+3,389.6% | 加碼 |
| Caitong International Asset Management Co., Ltd | 46,447 | $4,511 萬 | 4.33% | +46,447 | 新進 |
| Broad Peak Investment Advisers Pte Ltd | 42,830 | $4,160 萬 | 8.94% | −14,100−24.8% | 減碼 |
| Danske Bank A/S | 41,925 | $4,072 萬 | 0.08% | −60,276−59.0% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 41,908 | $4,070 萬 | 0.10% | −6,935−14.2% | 減碼 |
| SEB Asset Management AB | 40,070 | $3,892 萬 | 0.14% | −2,589−6.1% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 39,880 | $3,873 萬 | 1.88% | +39,880 | 新進 |
| Mackenzie Financial Corp | 37,987 | $3,690 萬 | 0.04% | +26,690+236.3% | 加碼 |
| Nykredit A/S | 37,908 | $3,682 萬 | 0.13% | −14,113−27.1% | 減碼 |
| STRS Ohio | 37,348 | $3,627 萬 | 0.13% | +24,533+191.4% | 加碼 |
| Asset Management One Co.,Ltd. | 37,039 | $3,597 萬 | 0.09% | +1,394+3.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 36,363 | $3,532 萬 | 0.79% | +11,302+45.1% | 加碼 |
| Creative Planning | 35,745 | $3,472 萬 | 0.02% | +7,645+27.2% | 加碼 |
| CIBC Asset Management Inc | 35,469 | $3,445 萬 | 0.07% | +3,949+12.5% | 加碼 |
| EULAV Asset Management | 34,436 | $3,345 萬 | 1.21% | +31,736+1,175.4% | 加碼 |
| GF Fund Management Co. Ltd. | 34,313 | $3,333 萬 | 0.43% | −3,622−9.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 34,062 | $3,322 萬 | 0.04% | +34,062 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 32,618 | $3,168 萬 | 0.24% | +20,310+165.0% | 加碼 |
| US Bancorp | 32,068 | $3,115 萬 | 0.03% | +4,715+17.2% | 加碼 |
| Calamos Advisors LLC | 31,011 | $3,012 萬 | 0.10% | +67+0.2% | 加碼 |
| Daiwa Securities Group Inc. | 29,339 | $2,850 萬 | 0.06% | +7,958+37.2% | 加碼 |
| Oak Grove Capital LLC | 28,820 | $2,799 萬 | 1.67% | +16,500+133.9% | 加碼 |
| M & L Capital Management Ltd | 28,796 | $2,797 萬 | 5.81% | −23,234−44.7% | 減碼 |
| Eastern Bank | 28,546 | $2,773 萬 | 0.42% | +28,326+12,875.5% | 加碼 |
| Sierra Summit Advisors LLC | 27,528 | $2,674 萬 | 3.14% | +5,799+26.7% | 加碼 |
| TD Waterhouse Canada Inc. | 24,213 | $2,531 萬 | 0.07% | −3,216−11.7% | 減碼 |
| Czech National Bank | 25,457 | $2,473 萬 | 0.13% | +3,312+15.0% | 加碼 |
| Allen Investment Management LLC | 25,395 | $2,467 萬 | 0.28% | +697+2.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 25,126 | $2,440 萬 | 0.08% | +2,039+8.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 24,896 | $2,418 萬 | 0.10% | +2,004+8.8% | 加碼 |
| Arizona State Retirement System | 23,404 | $2,273 萬 | 0.11% | +2,933+14.3% | 加碼 |
| iA Global Asset Management Inc. | 23,090 | $2,243 萬 | 0.26% | +14,013+154.4% | 加碼 |
| Rakuten Investment Management, Inc. | 22,982 | $2,237 萬 | 0.05% | +4,605+25.1% | 加碼 |
| Xponance, Inc. | 22,535 | $2,189 萬 | 0.13% | +3,072+15.8% | 加碼 |
| Commonwealth Equity Services, LLC | 22,490 | $2,184 萬 | 0.03% | +15,536+223.4% | 加碼 |
| State of Michigan Retirement System | 22,300 | $2,166 萬 | 0.10% | +2,400+12.1% | 加碼 |
| Sava Infond d.o.o. | 22,050 | $2,142 萬 | 1.25% | +12,750+137.1% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 22,000 | $2,137 萬 | 0.10% | +21,841+13,736.5% | 加碼 |
| Parnassus Investments | 21,583 | $2,096 萬 | 0.06% | +152+0.7% | 加碼 |
| Picton Mahoney Asset Management | 21,431 | $2,082 萬 | 0.17% | +1,173+5.8% | 加碼 |
| Union Bancaire Privee, UBP SA | 23,781 | $2,048 萬 | 0.31% | +10,634+80.9% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 20,800 | $2,020 萬 | 0.15% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 20,092 | $1,951 萬 | 0.19% | +8,991+81.0% | 加碼 |
| UNICOM Systems, Inc. | 19,800 | $1,923 萬 | 1.31% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,665 | $1,910 萬 | 0.10% | −35−0.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,575 | $1,901 萬 | 0.09% | +2,391+13.9% | 加碼 |
| Jackson Square Capital, LLC | 18,798 | $1,826 萬 | 2.75% | −5,687−23.2% | 減碼 |
| Assetmark, Inc | 18,783 | $1,824 萬 | 0.03% | +771+4.3% | 加碼 |
| Retirement Systems of Alabama | 18,579 | $1,805 萬 | 0.05% | +2,236+13.7% | 加碼 |
| IFM Investors Pty Ltd | 18,451 | $1,792 萬 | 0.11% | +1,850+11.1% | 加碼 |
| Swiss Life Asset Management Ltd | 17,938 | $1,742 萬 | 0.08% | +7,592+73.4% | 加碼 |
| Virginia Retirement Systems Et Al | 17,740 | $1,723 萬 | 0.11% | −3,060−14.7% | 減碼 |
| King Luther Capital Management Corp | 17,209 | $1,671 萬 | 0.07% | −3,209−15.7% | 減碼 |