Luna InnovationsLUNA
13F holders, Q2 2024 (June 30)85holders −2
27new positions
30sold out
2famous investors
$3.20avg. 13F price*
At the end of Q2 2024, 85 institutions reported holding Luna Innovations Inc. (LUNA) in their 13F filings, down 2 from Q1 2024. 27 opened new positions and 30 sold out. The largest holders were Royce & Associates LP ($8.6M), Wasatch Advisors LP ($7.3M) and Ameriprise Financial Inc. ($7.2M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Luna Innovations Inc.
- CUSIP
- 550351100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $12.0M |
| Exits | 30 | $6.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,580,902 shares bought and 7,015,290 shares sold, net −1,434,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Royce & Associates LP | 0.08% | Add +62.9% | 2,689,472 | $8.6M |
| Wasatch Advisors LP | 0.04% | Add +12.7% | 2,280,601 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | New | 2,238,119 | $7.2M |
| Vanguard Group Inc. | 0.00% | Reduce -9.6% | 1,668,913 | $5.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -13.8% | 966,411 | $3.1M |
| ACK Asset Management LLC | 0.31% | Reduce -36.6% | 779,000 | $2.5M |
| HighTower Advisors, LLC | 0.00% | No change | 762,206 | $2.4M |
| BlackRock Inc. | 0.00% | Reduce -73.4% | 583,233 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Reduce -0.1% | 472,626 | $1.5M |
| Millennium Management | 0.00% | New | 402,466 | $1.3M |
| Needham Investment Management LLC | 0.11% | New | 400,000 | $1.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -48.0% | 380,492 | $1.2M |
| Punch & Associates Investment Management, Inc. | 0.06% | Reduce -74.2% | 315,000 | $1.0M |
| Avenir Corp. | 0.09% | Add +34.2% | 299,080 | $957K |
| Skylands Capital, LLC | 0.12% | Reduce -21.7% | 265,835 | $851K |
| Northern Trust Corp. | 0.00% | Reduce -10.1% | 257,216 | $823K |
| Goldman Sachs Group Inc. | 0.00% | New | 256,369 | $820K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.3% | 223,181 | $714K |
| Marathon Capital Management | 0.14% | Add +9.8% | 167,500 | $536K |
| Victory Capital Management Inc. | 0.00% | Reduce -47.3% | 157,257 | $503K |
| Squarepoint Ops LLC | 0.00% | Add +353.7% | 155,409 | $497K |
| Morgan Stanley | 0.00% | Reduce -39.9% | 146,346 | $468K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +61.9% | 145,740 | $466K |
| Jane Street Group, LLC | 0.00% | Add +166.8% | 128,515 | $411K |
| State Street Corp. | 0.00% | Reduce -81.5% | 122,074 | $391K |
| Geneos Wealth Management Inc. | 0.01% | No change | 94,300 | $302K |
| Susquehanna International Group, LLP | 0.00% | Add +99.6% | 92,815 | $297K |
| Walleye Capital LLC | 0.00% | Add +501.1% | 80,522 | $258K |
| Bank of New York Mellon Corp | 0.00% | Reduce -58.5% | 56,804 | $182K |
| Centiva Capital, LP | 0.01% | New | 55,333 | $177K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 49,769 | $159K |
| Corton Capital Inc. | 0.06% | New | 38,612 | $124K |
| Paloma Partners Management Co | 0.01% | New | 37,100 | $119K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 33,490 | $107K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 32,788 | $105K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -77.2% | 30,939 | $99K |
| Group One Trading LLC | 0.00% | Add +19977.8% | 28,912 | $93K |
| Verition Fund Management LLC | 0.00% | New | 28,311 | $91K |
| UBS Group AG | 0.00% | Reduce -58.1% | 27,241 | $87K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 26,998 | $86K |
| Bank of America Corp. | 0.00% | Add +13.2% | 24,788 | $79K |
| State of Wyoming | 0.01% | Reduce -28.3% | 24,167 | $77K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2020.8% | 23,308 | $75K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 20,000 | $64K |
| Jump Financial, LLC | 0.00% | Reduce -38.7% | 19,997 | $64K |
| Sherbrooke Park Advisers LLC | 0.01% | New | 19,670 | $63K |
| SkyView Investment Advisors, LLC | 0.01% | New | 18,641 | $60K |
| Royal Bank of Canada | 0.00% | Reduce -82.3% | 18,812 | $60K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -35.9% | 17,915 | $58K |
| Commonwealth Equity Services, LLC | 0.00% | New | 16,592 | $53K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 16,270 | $52K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -82.3% | 15,596 | $50K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 15,038 | $48K |
| Summit Securities Group LLC | 0.02% | New | 13,929 | $45K |
| Simplex Trading, LLC | 0.00% | Add +779.3% | 14,236 | $45K |
| Legal & General Group Plc | 0.00% | Reduce -21.5% | 12,396 | $40K |
| Point72 (DIFC) Ltd | 0.00% | New | 12,294 | $39K |
| Invesco Ltd. | 0.00% | Reduce -66.5% | 11,754 | $38K |
| AQR Capital Management | 0.00% | New | 11,439 | $37K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.5% | 11,009 | $35K |
| HRT Financial LP | 0.00% | New | 11,071 | $35K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -7.0% | 10,354 | $33K |
| Hodges Capital Management Inc. | 0.00% | New | 10,300 | $33K |
| Wolverine Trading, LLC | 0.00% | New | 10,133 | $32K |
| Rhumbline Advisers | 0.00% | Reduce -74.6% | 8,855 | $28K |
| Barclays PLC | 0.00% | Reduce -76.6% | 5,361 | $17K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,907 | $16K |
| Catalyst Funds Management Pty Ltd | 0.00% | New | 4,800 | $15K |
| Center for Financial Planning, Inc. | 0.00% | New | 4,113 | $13K |
| FMR LLC | 0.00% | Add +196.9% | 4,065 | $13K |
| Macquarie Group Ltd. | 0.00% | New | 1,630 | $5K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -1.8% | 1,406 | $5K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,290 | $4K |
| Salem Investment Counselors Inc. | 0.00% | No change | 635 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 600 | $2K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 500 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.3% | 498 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 373 | $1K |
| Cwm, LLC | 0.00% | Reduce -41.8% | 188 | $1K |
| New York State Common Retirement Fund | 0.00% | Reduce -97.8% | 275 | $880 |
| IFP Advisors, Inc | 0.00% | No change | 250 | $800 |
| Nisa Investment Advisors, LLC | 0.00% | Add +210.9% | 199 | $637 |
| Citigroup Inc. | 0.00% | Reduce -97.1% | 154 | $493 |
| NewEdge Advisors, LLC | 0.00% | No change | 10 | $32 |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 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.