Luna InnovationsLUNA
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 58 institutions reported holding Luna Innovations Inc. (LUNA) in their 13F filings, down 4 from Q3 2024. 6 opened new positions and 16 sold out. The largest holders were Royce & Associates LP ($5.9M), Ameriprise Financial Inc. ($5.1M) and Wasatch Advisors LP ($4.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $240K |
| Exits | 16 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 620,105 shares bought and 2,261,966 shares sold, net −1,641,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Royce & Associates LP | 0.05% | Reduce -2.8% | 2,717,789 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.0% | 2,341,299 | $5.1M |
| Wasatch Advisors LP | 0.02% | Reduce -2.7% | 2,219,899 | $4.8M |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 1,647,059 | $3.6M |
| Needham Investment Management LLC | 0.20% | Add +17.5% | 1,175,000 | $2.5M |
| HighTower Advisors, LLC | 0.00% | No change | 762,206 | $1.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.6% | 673,154 | $1.5M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 508,619 | $1.1M |
| Geode Capital Management, LLC | 0.00% | No change | 321,554 | $695K |
| Renaissance Technologies | 0.00% | Add +71.7% | 297,600 | $643K |
| Marshall Wace, LLP | 0.00% | Reduce -7.3% | 285,728 | $617K |
| Marathon Capital Management | 0.10% | Add +2.7% | 192,500 | $416K |
| State Street Corp. | 0.00% | Add +9.7% | 133,874 | $289K |
| Gsa Capital Partners LLP | 0.02% | Add +110.0% | 129,033 | $279K |
| Avenir Corp. | 0.03% | Reduce -56.2% | 119,080 | $257K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.7% | 110,131 | $238K |
| Squarepoint Ops LLC | 0.00% | Add +40.3% | 104,453 | $226K |
| Millennium Management | 0.00% | Reduce -14.1% | 95,812 | $207K |
| Geneos Wealth Management Inc. | 0.01% | No change | 94,300 | $204K |
| Northern Trust Corp. | 0.00% | Reduce -12.8% | 67,189 | $145K |
| UBS Group AG | 0.00% | Add +487.2% | 64,167 | $139K |
| Susquehanna International Group, LLP | 0.00% | Add +63.5% | 61,561 | $133K |
| Morgan Stanley | 0.00% | Reduce -8.7% | 50,050 | $108K |
| Jane Street Group, LLC | 0.00% | Add +20.4% | 47,687 | $103K |
| Bank of New York Mellon Corp | 0.00% | Reduce -30.2% | 39,390 | $85K |
| Virtu Financial LLC | 0.00% | New | 36,033 | $78K |
| XTX Topco Ltd | 0.01% | Add +19.5% | 27,736 | $60K |
| Raymond James Financial Inc. | 0.00% | — | 26,471 | $57K |
| Citadel Advisors | 0.00% | New | 25,129 | $54K |
| Rangeley Capital, LLC | 0.05% | — | 23,000 | $50K |
| Group One Trading LLC | 0.00% | Reduce -22.9% | 22,404 | $48K |
| Founders Financial Alliance, LLC | 0.01% | New | 19,762 | $43K |
| Prudential Financial Inc. | 0.00% | New | 18,200 | $39K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -41.3% | 13,938 | $30K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -31.6% | 11,351 | $25K |
| Malaga Cove Capital, LLC | 0.01% | No change | 10,800 | $23K |
| Simplex Trading, LLC | 0.00% | New | 10,806 | $23K |
| Cary Street Partners Financial LLC | 0.00% | — | 10,354 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +313.2% | 4,673 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 4,113 | $9K |
| FMR LLC | 0.00% | Add +42.3% | 3,678 | $8K |
| FLP Wealth Management, LLC | 0.01% | — | 2,387 | $5K |
| Royal Bank of Canada | 0.00% | Reduce -81.3% | 2,189 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | — | 2,000 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 1,406 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,290 | $3K |
| Bank of America Corp. | 0.00% | Reduce -92.3% | 1,287 | $3K |
| Wells Fargo & Company | 0.00% | New | 1,100 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 635 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 498 | $1K |
| BNP Paribas Financial Markets | 0.00% | Add +7.0% | 399 | $862 |
| IFP Advisors, Inc | 0.00% | No change | 250 | $540 |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.2% | 200 | $432 |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 100 | $216 |
| SBI Securities Co., Ltd. | 0.00% | — | 32 | $69 |
| NewEdge Advisors, LLC | 0.00% | No change | 10 | $22 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $2 |
| Cwm, LLC | 0.00% | No change | 31 | $0 |
"% of holder's portfolio" is LUNA's weight in each manager's 13F, not the share of Luna Innovations Inc. the manager owns.