LUNA INNOVATIONS INC - LUNA
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | History | Reduced | 2,717,789 | 5,870 | 0.05% | 0.06% | 1 | -79,249 | -2.83% | Q4 2024 | Feb 10, 2025 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,341,299 | 5,057 | 0.0% | 0.0% | 2 | +982 | 0.04% | Q4 2024 | Feb 14, 2025 |
| WASATCH ADVISORS LP | History | Reduced | 2,219,899 | 4,794 | 0.02% | 0.03% | 3 | -60,702 | -2.66% | Q4 2024 | Feb 13, 2025 |
| VANGUARD GROUP INC | History | Reduced | 1,647,059 | 3,557 | 0.0% | 0.0% | 4 | -21,854 | -1.31% | Q4 2024 | Feb 11, 2025 |
| HighTower Advisors, LLC | History | No change | 762,206 | 1,646 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2024 | Feb 07, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 673,154 | 1,453 | 0.0% | 0.0% | 6 | -55,068 | -7.56% | Q4 2024 | Feb 13, 2025 |
| BlackRock, Inc. | History | Reduced | 508,619 | 1,098 | 0.0% | 0.0% | 7 | -509 | -0.1% | Q4 2024 | Feb 07, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 321,554 | 694 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2024 | Feb 12, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 297,600 | 642 | 0.0% | 0.0% | 9 | +124,300 | 71.73% | Q4 2024 | Feb 13, 2025 |
| MARSHALL WACE, LLP | History | Reduced | 285,728 | 617 | 0.0% | 0.0% | 10 | -22,548 | -7.31% | Q4 2024 | Feb 13, 2025 |
| STATE STREET CORP | History | Added to | 133,874 | 289 | 0.0% | 0.0% | 11 | +11,800 | 9.67% | Q4 2024 | Feb 14, 2025 |
| Squarepoint Ops LLC | History | Added to | 104,453 | 225 | 0.0% | 0.0% | 12 | +29,981 | 40.26% | Q4 2024 | Feb 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 95,812 | 206 | 0.0% | 0.0% | 13 | -15,715 | -14.09% | Q4 2024 | Feb 14, 2025 |
| Geneos Wealth Management Inc. | History | No change | 94,300 | 203 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2024 | Jan 21, 2025 |
| CITADEL ADVISORS LLC | History | New | 79,829 | 172 | 0.0% | — | 15 | +79,829 | New | Q4 2024 | Feb 14, 2025 |
| NORTHERN TRUST CORP | History | Reduced | 67,189 | 145 | 0.0% | 0.0% | 16 | -9,845 | -12.78% | Q4 2024 | Feb 14, 2025 |
| UBS Group AG | History | Added to | 64,167 | 138 | 0.0% | 0.0% | 17 | +53,240 | 487.23% | Q4 2024 | Feb 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,561 | 132 | 0.0% | 0.0% | 18 | +23,913 | 63.52% | Q4 2024 | Feb 14, 2025 |
| MORGAN STANLEY | History | Reduced | 50,050 | 108 | 0.0% | 0.0% | 19 | -4,746 | -8.66% | Q4 2024 | May 15, 2025 |
| JANE STREET GROUP, LLC | History | Added to | 47,687 | 103 | 0.0% | 0.0% | 20 | +8,097 | 20.45% | Q4 2024 | Feb 14, 2025 |
| Bank of New York Mellon Corp | History | Reduced | 39,390 | 85 | 0.0% | 0.0% | 21 | -17,031 | -30.19% | Q4 2024 | Feb 04, 2025 |
| XTX Topco Ltd | History | Added to | 27,736 | 59 | 0.0% | 0.0% | 22 | +4,528 | 19.51% | Q4 2024 | Feb 13, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | New | 26,471 | 57 | 0.0% | — | 23 | +26,471 | New | Q4 2024 | Apr 23, 2025 |
| GROUP ONE TRADING LLC | History | Reduced | 22,404 | 48 | 0.0% | 0.0% | 24 | -6,665 | -22.93% | Q4 2024 | May 14, 2025 |
| PRUDENTIAL FINANCIAL INC | History | New | 18,200 | 39 | 0.0% | — | 25 | +18,200 | New | Q4 2024 | Feb 11, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 13,938 | 30 | 0.0% | 0.0% | 26 | -9,822 | -41.34% | Q4 2024 | Feb 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,351 | 25 | 0.0% | 0.0% | 27 | -5,241 | -31.59% | Q4 2024 | Feb 10, 2025 |
| SIMPLEX TRADING, LLC | History | New | 10,806 | 23 | 0.0% | — | 28 | +10,806 | New | Q4 2024 | Feb 11, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 10,354 | 22 | 0.0% | — | 29 | +10,354 | New | Q4 2024 | Feb 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,673 | 10 | 0.0% | 0.0% | 30 | +3,542 | 313.17% | Q4 2024 | Feb 13, 2025 |
| FMR LLC | History | Added to | 3,678 | 7 | 0.0% | 0.0% | 31 | +1,093 | 42.28% | Q4 2024 | Feb 13, 2025 |
| ROYAL BANK OF CANADA | History | Reduced | 2,189 | 5 | 0.0% | 0.0% | 32 | -9,511 | -81.29% | Q4 2024 | Feb 14, 2025 |
| FLP Wealth Management, LLC | History | New | 2,387 | 5 | 0.01% | — | 33 | +2,387 | New | Q4 2024 | Jul 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,287 | 2 | 0.0% | 0.0% | 34 | -15,480 | -92.32% | Q4 2024 | Feb 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 1,100 | 2 | 0.0% | — | 35 | +1,100 | New | Q4 2024 | Feb 13, 2025 |
| Clearstead Advisors, LLC | History | No change | 1,290 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |
| JPMORGAN CHASE & CO | History | No change | 498 | 1 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2024 | Feb 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 635 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2024 | Jan 13, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -462,600 | -100.0% | Q3 2024 | Nov 13, 2024 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -155,482 | -100.0% | Q3 2024 | Oct 25, 2024 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.01% | — | -134,955 | -100.0% | Q3 2024 | Nov 04, 2024 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,575 | -100.0% | Q3 2024 | Nov 12, 2024 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,182 | -100.0% | Q3 2024 | Nov 12, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,596 | -100.0% | Q3 2024 | Nov 12, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 200 | 0 | — | 0.0% | — | -10,709 | -98.17% | Q4 2024 | Jun 06, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2024 | Oct 16, 2024 |
| SBI Securities Co., Ltd. | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2024 | Feb 06, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 399 | 0 | — | — | — | +26 | 6.97% | Q4 2024 | Feb 14, 2025 |
| NewEdge Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2024 | Feb 13, 2025 |
| IFP Advisors, Inc | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q4 2024 | Feb 04, 2025 |