Luna InnovationsLUNA
13F holders, Q3 2024 (September 30)62holders −23
6new positions
29sold out
2famous investors
$2.39avg. 13F price*
At the end of Q3 2024, 62 institutions reported holding Luna Innovations Inc. (LUNA) in their 13F filings, down 23 from Q2 2024. 6 opened new positions and 29 sold out. The largest holders were Royce & Associates LP ($6.6M), Ameriprise Financial Inc. ($5.5M) and Wasatch Advisors LP ($5.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Luna Innovations Inc.
- CUSIP
- 550351100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 29 | $3.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,573,211 shares bought and 2,756,534 shares sold, net −1,183,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Royce & Associates LP | 0.06% | Add +4.0% | 2,797,038 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +4.6% | 2,340,317 | $5.5M |
| Wasatch Advisors LP | 0.03% | No change | 2,280,601 | $5.4M |
| Vanguard Group Inc. | 0.00% | No change | 1,668,913 | $3.9M |
| Needham Investment Management LLC | 0.18% | Add +150.0% | 1,000,000 | $2.4M |
| HighTower Advisors, LLC | 0.00% | No change | 762,206 | $1.8M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -24.6% | 728,222 | $1.7M |
| ACK Asset Management LLC | 0.15% | Reduce -32.6% | 525,000 | $1.2M |
| BlackRock, Inc. | 0.00% | — | 509,128 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -2.1% | 462,600 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Add +402.5% | 155,482 | $1.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -15.5% | 321,554 | $756K |
| Marshall Wace, LLP | 0.00% | New | 308,276 | $724K |
| Punch & Associates Investment Management, Inc. | 0.04% | Reduce -9.5% | 285,000 | $670K |
| Avenir Corp. | 0.06% | Reduce -9.0% | 272,080 | $639K |
| Marathon Capital Management | 0.11% | Add +11.9% | 187,500 | $441K |
| Renaissance Technologies | 0.00% | New | 173,300 | $407K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.8% | 158,931 | $373K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -7.4% | 134,955 | $317K |
| State Street Corp. | 0.00% | No change | 122,074 | $287K |
| Millennium Management | 0.00% | Reduce -72.3% | 111,527 | $262K |
| Geneos Wealth Management Inc. | 0.01% | No change | 94,300 | $222K |
| Northern Trust Corp. | 0.00% | Reduce -70.0% | 77,034 | $181K |
| Squarepoint Ops LLC | 0.00% | Reduce -52.1% | 74,472 | $175K |
| Gsa Capital Partners LLP | 0.01% | New | 61,460 | $144K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 56,421 | $133K |
| Morgan Stanley | 0.00% | Reduce -62.6% | 54,796 | $129K |
| Jane Street Group, LLC | 0.00% | Reduce -69.2% | 39,590 | $93K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.4% | 37,648 | $88K |
| Group One Trading LLC | 0.00% | Add +0.5% | 29,069 | $68K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.9% | 26,471 | $62K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -52.2% | 23,771 | $56K |
| Qube Research & Technologies Ltd | 0.00% | Add +384.2% | 23,760 | $56K |
| XTX Topco Ltd | 0.00% | New | 23,208 | $55K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 20,000 | $47K |
| SkyView Investment Advisors, LLC | 0.01% | No change | 18,641 | $44K |
| Invesco Ltd. | 0.00% | Add +58.0% | 18,575 | $44K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 17,915 | $43K |
| Bank of America Corp. | 0.00% | Reduce -32.4% | 16,767 | $39K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 16,592 | $39K |
| Citigroup Inc. | 0.00% | Add +10407.8% | 16,182 | $38K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 15,596 | $37K |
| Royal Bank of Canada | 0.00% | Reduce -37.8% | 11,700 | $27K |
| UBS Group AG | 0.00% | Reduce -59.9% | 10,927 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 10,909 | $26K |
| Malaga Cove Capital, LLC | 0.01% | New | 10,800 | $25K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 10,354 | $24K |
| Catalyst Funds Management Pty Ltd | 0.00% | No change | 4,800 | $11K |
| Center for Financial Planning, Inc. | 0.00% | No change | 4,113 | $10K |
| FMR LLC | 0.00% | Reduce -36.4% | 2,585 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 1,406 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,290 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.2% | 1,131 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 635 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 600 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 498 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 373 | $877 |
| IFP Advisors, Inc | 0.00% | No change | 250 | $588 |
| NewEdge Advisors, LLC | 0.00% | No change | 10 | $24 |
| Sound Income Strategies, LLC | 0.00% | New | 1 | $2 |
| Cwm, LLC | 0.00% | Reduce -83.5% | 31 | $0 |
| 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.