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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 7,667 | $657.9 萬 | 0.04% | +6,928+937.5% | 加碼 |
| State of Alaska, Department of Revenue | 7,623 | $654.0 萬 | 0.06% | +265+3.6% | 加碼 |
| Bokf, NA | 7,578 | $650.2 萬 | 0.09% | +1,081+16.6% | 加碼 |
| Ethic Inc. | 7,513 | $644.7 萬 | 0.08% | +7,513 | 新進 |
| Thoroughbred Financial Services, LLC | 7,506 | $644.0 萬 | 0.31% | +1,257+20.1% | 加碼 |
| Norinchukin Bank, The | 7,455 | $639.7 萬 | 0.06% | +4,608+161.9% | 加碼 |
| Rockefeller Capital Management L.P. | 7,436 | $638.1 萬 | 0.01% | +720+10.7% | 加碼 |
| Allstate Corp | 7,412 | $636.0 萬 | 0.06% | +102+1.4% | 加碼 |
| Lazard Asset Management LLC | 7,396 | $634.6 萬 | 0.01% | −2,432−24.7% | 減碼 |
| IMC-Chicago, LLC | 7,334 | $629.3 萬 | 0.06% | −86,185−92.2% | 減碼 |
| Captrust Financial Advisors | 7,238 | $621.1 萬 | 0.01% | +62+0.9% | 加碼 |
| Ithaka Group LLC | 7,208 | $618.5 萬 | 1.12% | +7,208 | 新進 |
| Leonteq Securities AG | 7,199 | $617.7 萬 | 0.37% | +4,443+161.2% | 加碼 |
| Mitchell Capital Management Co | 7,168 | $615.1 萬 | 0.94% | +38+0.5% | 加碼 |
| Sora Investors LLC | 7,143 | $612.9 萬 | 0.47% | −15,710−68.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 7,022 | $602.5 萬 | 0.51% | +7,005+41,205.9% | 加碼 |
| Nisa Investment Advisors, LLC | 7,015 | $601.9 萬 | 0.02% | −2,373−25.3% | 減碼 |
| Yousif Capital Management, LLC | 6,984 | $599.3 萬 | 0.07% | +180+2.6% | 加碼 |
| MUFG Securities EMEA plc | 6,983 | $599.2 萬 | 0.06% | +4,056+138.6% | 加碼 |
| Quadrant Capital Group LLC | 6,979 | $598.8 萬 | 0.16% | −249−3.4% | 減碼 |
| Commonwealth Equity Services, LLC | 6,954 | $596.7 萬 | 0.01% | +1,922+38.2% | 加碼 |
| Yaupon Capital Management LP | 6,935 | $595.1 萬 | 0.20% | −15,257−68.8% | 減碼 |
| N10 Wealth, LLC | 6,896 | $591.7 萬 | 2.10% | +6,896 | 新進 |
| N10 Assets, LLC | 6,814 | $584.7 萬 | 2.53% | +6,814 | 新進 |
| Chesapeake Capital Corp | 6,766 | $580.6 萬 | 3.14% | +2,184+47.7% | 加碼 |
| SBI Securities Co., Ltd. | 6,754 | $579.5 萬 | 0.13% | +726+12.0% | 加碼 |
| Advisory Services Network, LLC | 6,738 | $578.2 萬 | 0.07% | +2,251+50.2% | 加碼 |
| Kestra Advisory Services, LLC | 6,734 | $577.8 萬 | 0.02% | +2,290+51.5% | 加碼 |
| SIH Partners, LLLP | 6,720 | $576.6 萬 | 0.24% | +2,252+50.4% | 加碼 |
| Prakash Investment Advisors LLC | 6,710 | $575.8 萬 | 3.57% | +4,000+147.6% | 加碼 |
| Profund Advisors LLC | 6,504 | $558.1 萬 | 0.15% | +5,603+621.9% | 加碼 |
| Diker Management LLC | 6,500 | $557.7 萬 | 4.29% | −3,500−35.0% | 減碼 |
| Main Management ETF Advisors, LLC | 6,494 | $557.2 萬 | 0.17% | +160+2.5% | 加碼 |
| Kultura Capital Management LP | 6,435 | $552.2 萬 | 2.53% | −1,665−20.6% | 減碼 |
| Greenleaf Trust | 6,395 | $548.7 萬 | 0.05% | −12−0.2% | 減碼 |
| MML Investors Services, LLC | 6,293 | $540.0 萬 | 0.01% | +3,093+96.7% | 加碼 |
| Axq Capital, LP | 6,260 | $537.1 萬 | 0.58% | +6,260 | 新進 |
| Mizuho Securities USA LLC | 6,091 | $522.6 萬 | 0.08% | +1,775+41.1% | 加碼 |
| Truist Financial Corp | 6,044 | $518.6 萬 | 0.01% | +2,662+78.7% | 加碼 |
| Zacks Investment Management | 6,035 | $517.9 萬 | 0.04% | +1,570+35.2% | 加碼 |
| Integrated Wealth Concepts LLC | 5,923 | $508.2 萬 | 0.03% | +577+10.8% | 加碼 |
| Dilation Capital Management LP | 5,910 | $507.1 萬 | 2.05% | −12,347−67.6% | 減碼 |
| Natixis | 5,903 | $506.5 萬 | 0.02% | −10,960−65.0% | 減碼 |
| Portolan Capital Management, LLC | 5,822 | $499.6 萬 | 0.19% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 5,803 | $497.9 萬 | 0.01% | +1,441+33.0% | 加碼 |
| Thompson Investment Management, Inc. | 5,787 | $496.6 萬 | 0.57% | −788−12.0% | 減碼 |
| Vident Advisory, LLC | 5,710 | $490.0 萬 | 0.04% | +1,444+33.8% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 5,700 | $489.1 萬 | 0.15% | +2,100+58.3% | 加碼 |
| Fedenia Advisers LLC | 5,649 | $484.7 萬 | 1.15% | +5,649 | 新進 |
| Panoramic Capital, LLC | 5,645 | $484.4 萬 | 2.08% | −13,541−70.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 5,550 | $476.2 萬 | 0.03% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 5,490 | $471.1 萬 | 0.08% | −3,070−35.9% | 減碼 |
| Highland Capital Management, LLC | 5,452 | $467.8 萬 | 0.22% | −1,337−19.7% | 減碼 |
| Florida Financial Advisors, LLC | 5,437 | $466.5 萬 | 0.79% | +1,262+30.2% | 加碼 |
| Jefferies Financial Group Inc. | 5,401 | $463.4 萬 | 0.04% | −1,055−16.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 5,391 | $462.5 萬 | 0.09% | −77−1.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 5,354 | $459.4 萬 | 0.02% | −2,819−34.5% | 減碼 |
| Circle Wealth Management, LLC | 5,320 | $456.5 萬 | 0.06% | +801+17.7% | 加碼 |
| Abn Amro Investment Solutions | 5,304 | $455.1 萬 | 0.04% | +1,653+45.3% | 加碼 |
| Decker Retirement Planning Inc. | 5,289 | $453.8 萬 | 1.55% | +5,289 | 新進 |
| Tortoise Capital Advisors, L.L.C. | 5,282 | $453.2 萬 | 0.05% | +2,280+75.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 5,275 | $452.2 萬 | 0.02% | +238+4.7% | 加碼 |
| Keynote Financial Services LLC | 5,263 | $451.6 萬 | 2.11% | −432−7.6% | 減碼 |
| Patton Fund Management, Inc. | 5,187 | $445.1 萬 | 0.96% | −2,214−29.9% | 減碼 |
| Edgestream Partners, L.P. | 5,155 | $442.3 萬 | 0.13% | −5,984−53.7% | 減碼 |
| Albar Capital Partners LLP | 5,043 | $432.7 萬 | 0.56% | +5,043 | 新進 |
| Saudi Central Bank | 4,998 | $428.9 萬 | 0.06% | +2,381+91.0% | 加碼 |
| Atria Investments LLC | 4,915 | $421.7 萬 | 0.04% | +3,076+167.3% | 加碼 |
| Weiss Asset Management LP | 4,905 | $420.9 萬 | 0.05% | +4,905 | 新進 |
| Global Retirement Partners, LLC | 4,885 | $419.2 萬 | 0.06% | +4,885 | 新進 |
| West Michigan Advisors, LLC | 4,843 | $415.6 萬 | 0.79% | +3,710+327.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,817 | $413.3 萬 | 0.11% | +3,062+174.5% | 加碼 |
| Optimize Financial Inc | 4,790 | $411.0 萬 | 1.48% | −16−0.3% | 減碼 |
| Sound Capital Solutions LLC | 4,790 | $411.0 萬 | 0.96% | +4,790 | 新進 |
| Blair William & Co | 4,753 | $407.8 萬 | 0.01% | +1,245+35.5% | 加碼 |
| Liontrust Investment Partners LLP | 4,749 | $407.5 萬 | 0.06% | −16,831−78.0% | 減碼 |
| Quantitative Investment Management, LLC | 4,736 | $406.3 萬 | 0.44% | +4,736 | 新進 |
| Lido Advisors, LLC | 4,675 | $401.2 萬 | 0.01% | +64+1.4% | 加碼 |
| Franchise GP Ltd | 4,600 | $394.7 萬 | 1.83% | −14,550−76.0% | 減碼 |
| Vinva Investment Management Ltd | 4,569 | $389.0 萬 | 0.03% | +4,057+792.4% | 加碼 |
| Three Seasons Wealth, LLC | 4,502 | $386.3 萬 | 0.35% | +3,220+251.2% | 加碼 |
| Scotia Capital Inc. | 4,497 | $385.9 萬 | 0.01% | −293−6.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,487 | $385.0 萬 | 0.23% | −10−0.2% | 減碼 |
| Seeds Investor LLC | 4,436 | $380.6 萬 | 0.39% | +3,274+281.8% | 加碼 |
| Merit Financial Group, LLC | 4,416 | $378.9 萬 | 0.02% | +1,274+40.5% | 加碼 |
| Empowered Funds, LLC | 4,399 | $377.5 萬 | 0.02% | −676−13.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 4,388 | $376.5 萬 | 0.03% | +170+4.0% | 加碼 |
| Westpac Banking Corp | 4,358 | $373.9 萬 | 0.23% | −327−7.0% | 減碼 |
| Madden Securities Corp | 4,332 | $371.7 萬 | 1.03% | +2,182+101.5% | 加碼 |
| Bosman Wealth Management, LLC | 4,311 | $369.9 萬 | 2.29% | +3,540+459.1% | 加碼 |
| Hartford Investment Management Co | 4,302 | $369.1 萬 | 0.10% | +231+5.7% | 加碼 |
| Telligent Fund, LP | 4,200 | $360.4 萬 | 2.66% | +1,800+75.0% | 加碼 |
| Range Financial Group LLC | 4,193 | $359.8 萬 | 0.98% | +4,193 | 新進 |
| Beese Fulmer Investment Management, Inc. | 4,192 | $359.7 萬 | 0.21% | +113+2.8% | 加碼 |
| Blackstone Group Inc. | 4,185 | $359.1 萬 | 0.01% | −6,953−62.4% | 減碼 |
| Point72 Asset Management, L.P. | 4,159 | $356.9 萬 | 0.01% | −87,959−95.5% | 減碼 |
| Two Sigma Securities, LLC | 4,122 | $353.7 萬 | 0.31% | +4,122 | 新進 |
| BNP Paribas | 4,097 | $350.7 萬 | 0.10% | +3,467+550.3% | 加碼 |
| Baird Financial Group, Inc. | 4,031 | $345.9 萬 | 0.00% | +428+11.9% | 加碼 |
| Hanseatic Management Services Inc | 4,026 | $345.5 萬 | 2.54% | +220+5.8% | 加碼 |