Luna InnovationsLUNA
13F holders, Q1 2025 (March 31)10holders −48
2new positions
50sold out
$0.68avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding Luna Innovations Inc. (LUNA) in their 13F filings, down 48 from Q4 2024. 2 opened new positions and 50 sold out. The largest holders were Avenir Corp. ($81K), Geneos Wealth Management Inc. ($64K) and Janney Montgomery Scott LLC ($51K).
- Company
- Luna Innovations Inc.
- CUSIP
- 550351100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1K |
| Exits | 50 | $30.6M |
All 13F filers, Q4 2024 → Q1 2025: 666 shares bought and 14,223,375 shares sold, net −14,222,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Avenir Corp. | 0.01% | No change | 119,080 | $81K |
| Geneos Wealth Management Inc. | 0.00% | No change | 94,300 | $64K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -32.4% | 74,431 | $51K |
| XTX Topco Ltd | 0.00% | Reduce -9.3% | 25,161 | $17K |
| Total Clarity Wealth Management, Inc. | 0.00% | New | 641 | $1K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 2,000 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -75.0% | 2,700 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 250 | $170 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 100 | $68 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 25 | $17 |
"% of holder's portfolio" is LUNA's weight in each manager's 13F, not the share of Luna Innovations Inc. the manager owns.