Luna InnovationsLUNA

13F holders, Q1 2024 (March 31)
87holders
1famous investor
$3.20avg. 13F price*

At the end of Q1 2024, 87 institutions reported holding Luna Innovations Inc. (LUNA) in their 13F filings. The largest holders were BlackRock Inc. ($7.0M), Wasatch Advisors LP ($6.5M) and Vanguard Group Inc. ($5.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Luna Innovations Inc.
CUSIP
550351100
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 87Q1 2024Q2 2024: 85Q2 2024Q3 2024: 62Q3 2024Q4 2024: 58Q4 2024Q1 2025: 10Q1 2025Q2 2025: 4Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions18$1.5M
Exits10$3.9M

Ownership 87 holders

BlackRock Inc. 0.00% Reduce -3.4% 2,195,016 $7.0M
Wasatch Advisors LP 0.03% Add +60.6% 2,023,242 $6.5M
Vanguard Group Inc. 0.00% Add +0.9% 1,846,673 $5.9M
Royce & Associates LP 0.05% Add +8.5% 1,651,537 $5.3M
ACK Asset Management LLC 0.46% Reduce -34.3% 1,229,000 $3.9M
Punch & Associates Investment Management, Inc. 0.22% Add +3.9% 1,222,500 $3.9M
Dimensional Fund Advisors LP 0.00% Add +2.1% 1,121,481 $3.6M
Disciplined Growth Investors Inc. 0.05% Add +7.3% 903,468 $2.9M
HighTower Advisors, LLC 0.00% Reduce -0.0% 762,206 $2.4M
Geode Capital Management, LLC 0.00% Add +1.9% 731,587 $2.3M
State Street Corp. 0.00% Add +3.5% 660,199 $2.1M
Guggenheim Capital LLC 0.01% Add +38.3% 473,084 $1.5M
Skylands Capital, LLC 0.15% Add +41.6% 339,435 $1.1M
Victory Capital Management Inc. 0.00% No change 298,347 $956K
Northern Trust Corp. 0.00% Reduce -3.4% 286,094 $917K
AMH Equity Ltd 0.88% Reduce -84.6% 250,000 $801K
Morgan Stanley 0.00% Reduce -47.7% 243,398 $780K
Janney Montgomery Scott LLC 0.00% Reduce -0.5% 243,431 $780K
Avenir Corp. 0.06% Add +0.8% 222,880 $714K
Hudson Bay Capital Management LP 0.01% New 175,000 $561K
Marathon Capital Management 0.12% Reduce -1.0% 152,500 $489K
Bank of New York Mellon Corp 0.00% Reduce -5.0% 136,804 $438K
Pinnacle Associates Ltd. 0.01% Reduce -12.8% 135,642 $435K
Landscape Capital Management, L.L.C. 0.03% New 114,900 $368K
Royal Bank of Canada 0.00% Add +38.8% 106,329 $340K
Nuveen Asset Management, LLC 0.00% No change 97,257 $312K
Geneos Wealth Management Inc. 0.01% No change 94,300 $303K
Bradley Foster & Sargent Inc. 0.01% No change 90,000 $288K
Charles Schwab Investment Management Inc. 0.00% Reduce -0.8% 88,276 $283K
BNP Paribas Financial Markets 0.00% Add +672.6% 69,549 $223K
UBS Group AG 0.00% Add +42.5% 65,007 $208K
Rice Hall James & Associates, LLC 0.01% Reduce -87.9% 50,000 $160K
Jane Street Group, LLC 0.00% Add +51.4% 48,164 $154K
Susquehanna International Group, LLP 0.00% Add +84.8% 46,508 $149K
Perritt Capital Management Inc 0.06% Reduce -37.9% 36,800 $118K
Invesco Ltd. 0.00% Add +83.8% 35,049 $112K
Rhumbline Advisers 0.00% Add +5.2% 34,879 $112K
Squarepoint Ops LLC 0.00% Reduce -35.2% 34,255 $110K
State of Wyoming 0.02% Reduce -12.4% 33,702 $108K
Jump Financial, LLC 0.00% New 32,641 $105K
IFG Advisory, LLC 0.01% New 28,841 $92K
T. Rowe Price Associates Inc. 0.00% Add +9.8% 27,963 $90K
Marshall Wace, LLP 0.00% New 23,800 $76K
Alpine Global Management, LLC 0.02% New 23,286 $75K
Barclays PLC 0.00% Reduce -49.3% 22,900 $73K
Citadel Advisors 0.00% New 22,892 $73K
Bank of America Corp. 0.00% Reduce -41.9% 21,894 $70K
Private Portfolio Partners LLC 0.01% No change 20,503 $66K
Keeley-Teton Advisors, LLC 0.01% New 20,000 $64K
Texas Capital Bank Wealth Management Services Inc 0.01% No change 20,000 $64K
Deutsche Bank AG 0.00% Add +2.6% 19,923 $64K
American International Group, Inc. 0.00% Reduce -0.8% 16,058 $51K
Legal & General Group Plc 0.00% Add +364.8% 15,794 $51K
Manufacturers Life Insurance Company, The 0.00% Add +0.9% 13,480 $43K
Walleye Capital LLC 0.00% New 13,397 $43K
JPMorgan Chase & Co. 0.00% Reduce -43.0% 13,337 $43K
Malaga Cove Capital, LLC 0.02% New 13,200 $42K
New York State Common Retirement Fund 0.00% No change 12,772 $41K
Voya Investment Management LLC 0.00% Reduce -15.1% 11,778 $38K
Osaic Holdings, Inc. 0.00% Reduce -50.5% 11,409 $37K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -47.7% 11,129 $36K
Prelude Capital Management, LLC 0.00% New 10,200 $33K
Wells Fargo & Company 0.00% Reduce -29.9% 9,862 $32K
MetLife Investment Management, LLC 0.00% Reduce -57.9% 7,159 $23K
Citigroup Inc. 0.00% Add +15.7% 5,376 $17K
California State Teachers Retirement System 0.00% Reduce -38.9% 3,276 $11K
Ameritas Investment Partners, Inc. 0.00% No change 2,653 $9K
Simplex Trading, LLC 0.00% New 1,619 $5K
Maryland Capital Advisors Inc. 0.00% Reduce -28.4% 1,431 $5K
FMR LLC 0.00% Add +5.7% 1,369 $4K
Clearstead Advisors, LLC 0.00% Reduce -9.8% 1,290 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -82.3% 1,099 $4K
Amalgamated Bank 0.00% Reduce -76.2% 1,084 $3K
Salem Investment Counselors Inc. 0.00% No change 635 $2K
Global Retirement Partners, LLC 0.00% No change 600 $2K
Quantbot Technologies LP 0.00% New 400 $1K
NFSG Corp 0.00% New 375 $1K
Cwm, LLC 0.00% Add +941.9% 323 $1K
IFP Advisors, Inc 0.00% No change 250 $801
Group One Trading LLC 0.00% Reduce -98.1% 144 $462
Metropolitan Life Insurance Co 0.00% Reduce -80.8% 133 $426
Nisa Investment Advisors, LLC 0.00% New 64 $205
PNC Financial Services Group, Inc. 0.00% Reduce -93.5% 42 $135
Principal Securities, Inc. 0.00% New 34 $109
NewEdge Advisors, LLC 0.00% No change 10 $32
Avior Wealth Management, LLC 0.00% New 7 $22
Jamison Private Wealth Management, Inc. 0.00% New 6,000 $0

"% of holder's portfolio" is LUNA's weight in each manager's 13F, not the share of Luna Innovations Inc. the manager owns.