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 2 季 13F 持有人
Lumentum Holdings Inc. 在 2026/6/30 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
- 持有機構
- 1,321
- 較 2026 年第 1 季 +244 家
- 持有股數
- 8,222 萬
- 較 2026 年第 1 季 +559.7 萬 (+7.3%)
- 總市值
- $704.6 億
- 較 2026 年第 1 季 +$168.1 億 (+31.3%)
- 新進機構
- 379
- 另有 525 家加碼
- 清倉機構
- 135
- 另有 326 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 6,954 | $596.7 萬 | 0.01% | +1,922+38.2% | 加碼 |
| Quadrant Capital Group LLC | 6,979 | $598.8 萬 | 0.16% | −249−3.4% | 減碼 |
| MUFG Securities EMEA plc | 6,983 | $599.2 萬 | 0.06% | +4,056+138.6% | 加碼 |
| Yousif Capital Management, LLC | 6,984 | $599.3 萬 | 0.07% | +180+2.6% | 加碼 |
| Nisa Investment Advisors, LLC | 7,015 | $601.9 萬 | 0.02% | −2,373−25.3% | 減碼 |
| Transamerica Financial Advisors, Inc. | 7,022 | $602.5 萬 | 0.51% | +7,005+41,205.9% | 加碼 |
| Sora Investors LLC | 7,143 | $612.9 萬 | 0.47% | −15,710−68.7% | 減碼 |
| Mitchell Capital Management Co | 7,168 | $615.1 萬 | 0.94% | +38+0.5% | 加碼 |
| Leonteq Securities AG | 7,199 | $617.7 萬 | 0.37% | +4,443+161.2% | 加碼 |
| Ithaka Group LLC | 7,208 | $618.5 萬 | 1.12% | +7,208 | 新進 |
| Captrust Financial Advisors | 7,238 | $621.1 萬 | 0.01% | +62+0.9% | 加碼 |
| IMC-Chicago, LLC | 7,334 | $629.3 萬 | 0.06% | −86,185−92.2% | 減碼 |
| Lazard Asset Management LLC | 7,396 | $634.6 萬 | 0.01% | −2,432−24.7% | 減碼 |
| Allstate Corp | 7,412 | $636.0 萬 | 0.06% | +102+1.4% | 加碼 |
| Rockefeller Capital Management L.P. | 7,436 | $638.1 萬 | 0.01% | +720+10.7% | 加碼 |
| Norinchukin Bank, The | 7,455 | $639.7 萬 | 0.06% | +4,608+161.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,506 | $644.0 萬 | 0.31% | +1,257+20.1% | 加碼 |
| Ethic Inc. | 7,513 | $644.7 萬 | 0.08% | +7,513 | 新進 |
| Bokf, NA | 7,578 | $650.2 萬 | 0.09% | +1,081+16.6% | 加碼 |
| State of Alaska, Department of Revenue | 7,623 | $654.0 萬 | 0.06% | +265+3.6% | 加碼 |
| Omers Administration Corp | 7,667 | $657.9 萬 | 0.04% | +6,928+937.5% | 加碼 |
| Kornitzer Capital Management Inc | 7,875 | $675.7 萬 | 0.14% | +7,875 | 新進 |
| Shelton Capital Management | 7,935 | $680.9 萬 | 0.13% | +7,557+1,999.2% | 加碼 |
| Axxcess Wealth Management, LLC | 7,992 | $685.8 萬 | 0.11% | +7,992 | 新進 |
| OP Asset Management Ltd | 8,009 | $687.2 萬 | 0.07% | +647+8.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 8,353 | $700.8 萬 | 0.03% | +791+10.5% | 加碼 |
| FORA Capital, LLC | 8,227 | $705.9 萬 | 0.48% | −798−8.8% | 減碼 |
| Thames Capital Management LLC | 8,324 | $714.2 萬 | 0.59% | −3,943−32.1% | 減碼 |
| Gotham Asset Management, LLC | 8,353 | $716.7 萬 | 0.02% | −1,595−16.0% | 減碼 |
| Groupe la Francaise | 9,146 | $726.0 萬 | 0.09% | +9,146 | 新進 |
| United Capital Management of KS, Inc. | 8,461 | $726.0 萬 | 0.95% | +8,461 | 新進 |
| Colony Group, LLC | 8,520 | $726.1 萬 | 0.01% | −8,454−49.8% | 減碼 |
| Polymer Capital Management (HK) LTD | 8,509 | $730.1 萬 | 0.74% | −2,066−19.5% | 減碼 |
| Bouvel Investment Partners, LLC | 8,621 | $739.7 萬 | 1.67% | −2,037−19.1% | 減碼 |
| Investment Management Corp of Ontario | 8,627 | $740.2 萬 | 0.09% | +3,527+69.2% | 加碼 |
| JustInvest LLC | 8,734 | $749.4 萬 | 0.06% | +376+4.5% | 加碼 |
| IMA Wealth, Inc. | 8,791 | $754.3 萬 | 0.47% | −492−5.3% | 減碼 |
| SeaTown Holdings Pte. Ltd. | 8,800 | $755.1 萬 | 4.54% | −1,800−17.0% | 減碼 |
| Harvest Investment Services, LLC | 8,826 | $757.3 萬 | 1.17% | +5,213+144.3% | 加碼 |
| 1492 Capital Management LLC | 8,841 | $758.6 萬 | 2.24% | −147−1.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 8,846 | $759.0 萬 | 0.08% | +8,383+1,810.6% | 加碼 |
| ASR Vermogensbeheer N.V. | 8,864 | $760.5 萬 | 0.08% | +8,864 | 新進 |
| SPX Equities Gestao de Recursos Ltda | 8,875 | $761.5 萬 | 0.85% | +8,875 | 新進 |
| Entropy Technologies, LP | 8,915 | $765.0 萬 | 0.30% | −6,766−43.1% | 減碼 |
| Louisiana State Employees Retirement System | 9,000 | $772.3 萬 | 0.11% | +5,400+150.0% | 加碼 |
| Macquarie Group Ltd | 9,077 | $778.9 萬 | 0.03% | +5,229+135.9% | 加碼 |
| iA Global Asset Management Inc. | 9,077 | $778.9 萬 | 0.09% | −6,193−40.6% | 減碼 |
| Black Swift Group, LLC | 9,200 | $789.4 萬 | 1.14% | +2,750+42.6% | 加碼 |
| GWM Advisors LLC | 9,205 | $789.9 萬 | 0.02% | −955−9.4% | 減碼 |
| Sava Infond d.o.o. | 9,300 | $798.0 萬 | 0.57% | +1,750+23.2% | 加碼 |
| Thrivent Financial for Lutherans | 9,307 | $798.5 萬 | 0.01% | −4,294−31.6% | 減碼 |
| Williamson Legacy Group, LLC | 9,351 | $802.4 萬 | 3.98% | −1,934−17.1% | 減碼 |
| Insight Holdings Group, LLC | 9,380 | $804.9 萬 | 0.61% | +3,410+57.1% | 加碼 |
| Independent Financial Group, LLC | 9,388 | $805.6 萬 | 0.15% | +3,448+58.0% | 加碼 |
| Westport Asset Management Inc | 9,500 | $815.2 萬 | 3.33% | 00.0% | 不變 |
| ING Groep NV | 9,516 | $816.5 萬 | 0.04% | +308+3.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,566 | $820.9 萬 | 0.03% | +5,013+110.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 9,581 | $822.1 萬 | 0.09% | +1,381+16.8% | 加碼 |
| Commerce Bank | 9,588 | $822.7 萬 | 0.04% | +48+0.5% | 加碼 |
| Eurizon Capital SGR S.p.A. | 9,605 | $823.7 萬 | 0.02% | +8,072+526.5% | 加碼 |
| Gateway Investment Advisers LLC | 9,741 | $835.8 萬 | 0.08% | +2,727+38.9% | 加碼 |
| Ardsley Advisory Partners LP | 10,000 | $852.5 萬 | 0.93% | +3,800+61.3% | 加碼 |
| JB Capital LLC | 9,950 | $853.8 萬 | 0.30% | +216+2.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 9,992 | $857.4 萬 | 0.20% | +9,320+1,386.9% | 加碼 |
| Capelight Capital Asset Management LP | 10,000 | $858.1 萬 | 4.28% | 00.0% | 不變 |
| Shellback Capital, LP | 10,000 | $858.1 萬 | 0.75% | +10,000 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 11,819 | $879.0 萬 | 0.01% | +1,803+18.0% | 加碼 |
| CI Private Wealth, LLC | 10,318 | $885.3 萬 | 0.01% | +5,368+108.4% | 加碼 |
| Swiss Life Asset Management Ltd | 10,346 | $887.7 萬 | 0.04% | +2,676+34.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 10,591 | $908.8 萬 | 0.07% | −19,402−64.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,647 | $913.6 萬 | 0.06% | +963+9.9% | 加碼 |
| British Columbia Investment Management Corp | 10,705 | $918.6 萬 | 0.06% | +934+9.6% | 加碼 |
| Utah Retirement Systems | 10,788 | $925.7 萬 | 0.09% | −647−5.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 10,860 | $931.9 萬 | 0.01% | +10,860 | 新進 |
| Americana Partners, LLC | 10,874 | $933.1 萬 | 0.21% | +10,552+3,277.0% | 加碼 |
| Spear Advisors LLC | 11,080 | $950.7 萬 | 3.26% | +4,580+70.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 11,101 | $952.5 萬 | 0.09% | +10,801+3,600.3% | 加碼 |
| Mackenzie Financial Corp | 11,297 | $969.4 萬 | 0.01% | +3,128+38.3% | 加碼 |
| Mutual of America Capital Management LLC | 11,303 | $969.9 萬 | 0.09% | +3,711+48.9% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 11,090 | $977.6 萬 | 0.19% | +11,090 | 新進 |
| Wealthfront Advisers LLC | 11,411 | $979.1 萬 | 0.02% | +2,054+22.0% | 加碼 |
| Tuttle Tactical Management | 11,453 | $982.7 萬 | 6.62% | +11,453 | 新進 |
| New York Life Investment Management LLC | 11,511 | $987.7 萬 | 0.07% | +1,590+16.0% | 加碼 |
| Banco Santander, S.A. | 11,578 | $993.5 萬 | 0.06% | +11,578 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 11,603 | $995.6 萬 | 0.02% | +4,346+59.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,607 | $996.0 萬 | 0.00% | +3,303+39.8% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 11,650 | $999.6 萬 | 0.07% | −1,339−10.3% | 減碼 |
| China Universal Asset Management Co., Ltd. | 11,752 | $1,008 萬 | 0.60% | +2,788+31.1% | 加碼 |
| Vontobel Holding Ltd. | 11,870 | $1,019 萬 | 0.03% | +7,035+145.5% | 加碼 |
| Union Bancaire Privee, UBP SA | 13,147 | $1,030 萬 | 0.16% | −13,418−50.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,308 | $1,056 萬 | 0.08% | −2,632−17.6% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,319 | $1,057 萬 | 0.09% | +5,707+86.3% | 加碼 |
| Oak Grove Capital LLC | 12,320 | $1,057 萬 | 0.78% | +5,920+92.5% | 加碼 |
| Acadian Asset Management LLC | 12,351 | $1,058 萬 | 0.01% | +3,528+40.0% | 加碼 |
| STRS Ohio | 12,815 | $1,100 萬 | 0.04% | +11,131+661.0% | 加碼 |
| Simplex Trading, LLC | 12,958 | $1,112 萬 | 0.29% | −39,849−75.5% | 減碼 |
| UniSuper Management Pty Ltd | 13,065 | $1,121 萬 | 0.06% | −91−0.7% | 減碼 |
| Dorsey Wright & Associates | 13,087 | $1,123 萬 | 1.90% | +2,302+21.3% | 加碼 |
| Brinker Capital Investments, LLC | 13,227 | $1,135 萬 | 0.09% | +2,165+19.6% | 加碼 |
| Pacer Advisors, Inc. | 13,378 | $1,148 萬 | 0.03% | +9,746+268.3% | 加碼 |