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 |
|---|---|---|---|---|---|
| Mindset Wealth Management, LLC | 1,129 | $96.9 萬 | 0.19% | −277−19.7% | 減碼 |
| JBR Co Financial Management Inc | 1,133 | $97.2 萬 | 0.35% | +234+26.0% | 加碼 |
| Change Path, LLC | 1,157 | $99.3 萬 | 0.02% | +528+83.9% | 加碼 |
| Parallel Advisors, LLC | 1,158 | $99.4 萬 | 0.02% | +598+106.8% | 加碼 |
| Warren Averett Asset Management, LLC | 1,161 | $99.6 萬 | 0.01% | +421+56.9% | 加碼 |
| BW Gestao de Investimentos Ltda. | 1,164 | $99.9 萬 | 0.02% | −12,852−91.7% | 減碼 |
| Quantbot Technologies LP | 1,166 | $100.0 萬 | 0.04% | +1,166 | 新進 |
| Independent Advisor Alliance | 1,167 | $100.1 萬 | 0.02% | +350+42.8% | 加碼 |
| Perigon Wealth Management, LLC | 1,172 | $100.5 萬 | 0.02% | +395+50.8% | 加碼 |
| Aptus Capital Advisors, LLC | 1,175 | $100.8 萬 | 0.01% | +820+231.0% | 加碼 |
| Optimist Retirement Group LLC | 1,178 | $101.1 萬 | 0.39% | +33+2.9% | 加碼 |
| Ardmore Road Asset Management LP | 1,200 | $103.0 萬 | 0.06% | −69,800−98.3% | 減碼 |
| Anson Funds Management LP | 1,200 | $103.0 萬 | 0.10% | +1,200 | 新進 |
| Centaurus Financial, Inc. | 1,213 | $104.1 萬 | 0.04% | +1,213 | 新進 |
| Smith Group Asset Management, LLC | 1,214 | $104.2 萬 | 0.04% | +118+10.8% | 加碼 |
| Ofi Invest Asset Management | 1,218 | $104.5 萬 | 0.01% | +1,218 | 新進 |
| Corient IA LLC | 1,220 | $104.7 萬 | 0.97% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 1,230 | $105.5 萬 | 0.39% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 1,235 | $106.0 萬 | 0.01% | +1,235 | 新進 |
| Advisors Preferred, LLC | 1,457 | $106.1 萬 | 0.16% | −29−2.0% | 減碼 |
| Ellevest, Inc. | 1,237 | $106.1 萬 | 0.13% | −585−32.1% | 減碼 |
| Fulcrum Asset Management LLP | 1,256 | $106.9 萬 | 0.11% | +1,256 | 新進 |
| Ingalls & Snyder LLC | 1,247 | $107.0 萬 | 0.03% | +1,247 | 新進 |
| Veracity Capital LLC | 1,252 | $107.4 萬 | 0.29% | −457−26.7% | 減碼 |
| Integrated Quantitative Investments LLC | 1,256 | $107.8 萬 | 0.18% | −860−40.6% | 減碼 |
| Nomura Asset Management International Inc. | 1,268 | $108.8 萬 | 0.00% | −13,155−91.2% | 減碼 |
| Stevens Capital Management LP | 1,270 | $109.0 萬 | 0.26% | +1,270 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 1,275 | $109.4 萬 | 0.09% | +700+121.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,279 | $109.7 萬 | 0.01% | +90+7.6% | 加碼 |
| Howard Capital Management Inc. | 1,281 | $109.9 萬 | 0.01% | +1,281 | 新進 |
| ICICI Prudential Asset Management Co Ltd | 1,286 | $110.3 萬 | 0.12% | +1,286 | 新進 |
| Wealthspire Advisors, LLC | 1,288 | $110.5 萬 | 0.01% | +1,288 | 新進 |
| Chicago Partners Investment Group LLC | 1,360 | $113.4 萬 | 0.02% | +338+33.1% | 加碼 |
| Friedenthal Financial | 1,327 | $113.9 萬 | 0.53% | +1,327 | 新進 |
| Tema ETFs LLC | 1,331 | $114.2 萬 | 0.04% | +170+14.6% | 加碼 |
| Buckingham Strategic Partners | 1,332 | $114.3 萬 | 0.01% | −586−30.6% | 減碼 |
| Insigneo Advisory Services, LLC | 1,342 | $115.2 萬 | 0.04% | +726+117.9% | 加碼 |
| Flow Traders U.S. LLC | 1,343 | $115.2 萬 | 0.05% | +1,343 | 新進 |
| Havemeyer Place LP | 1,360 | $116.7 萬 | 0.12% | +1,360 | 新進 |
| Citizens Financial Group Inc | 1,400 | $120.1 萬 | 0.01% | +549+64.5% | 加碼 |
| GTS Securities LLC | 1,409 | $120.9 萬 | 0.03% | +868+160.4% | 加碼 |
| AlphaGrep UK Ltd | 1,417 | $121.6 萬 | 0.37% | +708+99.9% | 加碼 |
| Ostrum Asset Management | 1,418 | $121.7 萬 | 0.06% | +1,226+638.5% | 加碼 |
| Prospera Financial Services Inc | 1,432 | $122.9 萬 | 0.02% | +458+47.0% | 加碼 |
| Vestcor Inc | 1,437 | $123.3 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,459 | $125.2 萬 | 0.02% | +304+26.3% | 加碼 |
| Ballentine Partners, LLC | 1,467 | $125.9 萬 | 0.02% | +86+6.2% | 加碼 |
| Krilogy Financial LLC | 1,474 | $126.5 萬 | 0.04% | +10+0.7% | 加碼 |
| Wedmont Private Capital | 1,586 | $127.2 萬 | 0.03% | +221+16.2% | 加碼 |
| AIA Group Ltd | 1,486 | $127.5 萬 | 0.02% | +300+25.3% | 加碼 |
| Snowden Capital Advisors LLC | 1,486 | $127.5 萬 | 0.03% | +1,486 | 新進 |
| Providence First Trust Co | 1,489 | $127.8 萬 | 0.36% | +1,489 | 新進 |
| Vista Private Wealth Partners. LLC | 1,392 | $128.9 萬 | 0.42% | +5+0.4% | 加碼 |
| Brown Brothers Harriman & Co | 1,516 | $130.1 萬 | 0.01% | +948+166.9% | 加碼 |
| HighVista Strategies LLC | 1,517 | $130.2 萬 | 0.30% | −1,600−51.3% | 減碼 |
| Everence Capital Management Inc | 1,521 | $130.5 萬 | 0.07% | −349−18.7% | 減碼 |
| 180 Wealth Advisors, LLC | 1,553 | $133.3 萬 | 0.13% | 00.0% | 不變 |
| National Asset Management, Inc. | 1,578 | $134.4 萬 | 0.07% | +213+15.6% | 加碼 |
| VestGen Advisors, LLC | 1,571 | $134.8 萬 | 0.04% | +6+0.4% | 加碼 |
| Eddie Patel Inc | 1,586 | $136.1 萬 | 0.81% | −171−9.7% | 減碼 |
| Beaton Management Co. Inc. | 1,595 | $136.9 萬 | 0.56% | −25−1.5% | 減碼 |
| Sterling Capital Management LLC | 1,596 | $136.9 萬 | 0.02% | −824−34.0% | 減碼 |
| Miracle Mile Advisors, LLC | 1,600 | $137.3 萬 | 0.02% | +16+1.0% | 加碼 |
| Meeder Advisory Services, Inc. | 1,606 | $137.8 萬 | 0.05% | +118+7.9% | 加碼 |
| CoreCap Advisors, LLC | 1,621 | $139.1 萬 | 0.04% | +1,046+181.9% | 加碼 |
| First Manhattan Co | 1,630 | $139.9 萬 | 0.00% | −335−17.0% | 減碼 |
| Sivia Capital Partners, LLC | 1,630 | $139.9 萬 | 0.17% | 00.0% | 不變 |
| Raiffeisen Bank International AG | 1,651 | $140.6 萬 | 0.02% | −307−15.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 1,663 | $142.7 萬 | 0.03% | +1,663 | 新進 |
| Mutual Advisors, LLC | 1,664 | $142.8 萬 | 0.03% | +1,664 | 新進 |
| Spence Asset Management | 1,694 | $145.4 萬 | 0.34% | +1,694 | 新進 |
| Formula Growth Ltd | 1,700 | $145.9 萬 | 0.51% | +1,700 | 新進 |
| Rothschild Investment LLC | 1,701 | $146.0 萬 | 0.05% | +1,182+227.7% | 加碼 |
| Steel Peak Wealth Management LLC | 1,719 | $147.5 萬 | 0.04% | +1,187+223.1% | 加碼 |
| Cresset Asset Management, LLC | 1,722 | $147.8 萬 | 0.01% | +955+124.5% | 加碼 |
| Allworth Financial LP | 1,724 | $147.9 萬 | 0.01% | +216+14.3% | 加碼 |
| RSM US Wealth Management LLC | 1,737 | $149.0 萬 | 0.02% | +1,184+214.1% | 加碼 |
| Private Advisor Group, LLC | 1,748 | $150.0 萬 | 0.01% | −5,438−75.7% | 減碼 |
| Adams Wealth Management | 1,759 | $150.9 萬 | 0.29% | +1,759 | 新進 |
| Securian Asset Management, Inc | 2,067 | $151.5 萬 | 0.05% | +130+6.7% | 加碼 |
| Gemmer Asset Management LLC | 1,768 | $151.7 萬 | 0.10% | +1,768 | 新進 |
| Ewa, LLC | 1,774 | $152.2 萬 | 0.28% | +20+1.1% | 加碼 |
| BIT Capital GmbH | 1,781 | $152.8 萬 | 0.05% | −18,652−91.3% | 減碼 |
| Maxi Investments CY Ltd | 1,800 | $154.5 萬 | 0.31% | +1,800 | 新進 |
| Chung Wu Investment Group, LLC | 1,820 | $156.2 萬 | 1.03% | −200−9.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,826 | $156.7 萬 | 0.01% | +581+46.7% | 加碼 |
| IFG Advisory, LLC | 1,834 | $157.4 萬 | 0.06% | +1,834 | 新進 |
| NewEdge Wealth, LLC | 1,845 | $158.3 萬 | 0.02% | +1,293+234.2% | 加碼 |
| Savant Capital, LLC | 1,976 | $159.2 萬 | 0.00% | +1,300+192.3% | 加碼 |
| Mission Wealth Management, LP | 1,867 | $160.2 萬 | 0.02% | +595+46.8% | 加碼 |
| Zions Bancorporation, National Association | 1,868 | $160.3 萬 | 0.10% | +1,546+480.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,893 | $162.5 萬 | 0.05% | +110+6.2% | 加碼 |
| Signaturefd, LLC | 1,902 | $163.2 萬 | 0.02% | −21−1.1% | 減碼 |
| Glenmede Trust Co NA | 1,905 | $163.5 萬 | 0.01% | +390+25.7% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 1,909 | $163.8 萬 | 0.03% | +1,909 | 新進 |
| Atlantic Union Bankshares Corp | 1,920 | $164.7 萬 | 0.03% | +10+0.5% | 加碼 |
| MAI Capital Management | 1,927 | $165.4 萬 | 0.01% | +1,162+151.9% | 加碼 |
| Ronald Blue Trust, Inc. | 1,932 | $165.8 萬 | 0.02% | +624+47.7% | 加碼 |
| John G Ullman & Associates Inc | 1,933 | $165.9 萬 | 0.20% | 00.0% | 不變 |
| NS Partners Ltd | 1,946 | $167.0 萬 | 0.07% | +1,946 | 新進 |