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Luna Innovations Inc

LUNADelisted Feb 18, 2025
Industry
Services-Commercial Physical & Biological Research
SEC CIK
0001239819

Luna Innovations Inc was delisted on Feb 18, 2025; its insiders filed their last Form 4 on Jan 3, 2025; 58 institutions reported holding it in 13F filings for Q4 2024, worth $31.4M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Luna Innovations Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
77
0 vs. Q1 2021
Shares held
15.5M
+405.7K (+2.7%) vs. Q1 2021
Total value
$163.0M
+$8.65M (+5.6%) vs. Q1 2021
New holders
7
29 more added
Sold out
7
29 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LUNA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 77 institutions
Q1 2021: 77 institutionsQ2 2021: 77 institutionsQ3 2021: 81 institutionsQ4 2021: 76 institutionsQ1 2022: 79 institutionsQ2 2022: 72 institutionsQ3 2022: 64 institutionsQ4 2022: 74 institutionsQ1 2023: 86 institutionsQ2 2023: 81 institutionsQ3 2023: 83 institutionsQ4 2023: 79 institutionsQ1 2024: 87 institutionsQ2 2024: 85 institutionsQ3 2024: 62 institutionsQ4 2024: 58 institutionsQ1 2025: 10 institutionsQ2 2025: 4 institutionsQ3 2025: 2 institutionsQ4 2025: 3 institutionsQ1 2026: 2 institutionsQ2 2026: 1 institution
Value heldQ2 2021: $163.0M
Q1 2021: $154.4MQ2 2021: $163.0MQ3 2021: $145.8MQ4 2021: $145.1MQ1 2022: $134.5MQ2 2022: $94.3MQ3 2022: $71.8MQ4 2022: $145.1MQ1 2023: $121.0MQ2 2023: $164.9MQ3 2023: $109.8MQ4 2023: $135.0MQ1 2024: $60.3MQ2 2024: $55.7MQ3 2024: $38.6MQ4 2024: $31.4MQ1 2025: $215.8KQ2 2025: $342.0KQ3 2025: $203.3KQ4 2025: $741.1KQ1 2026: $708.8KQ2 2026: $228.3K
Institutions holding LUNA and their total value by quarter
QuarterHoldersValue
Q2 20261$228.3K
Q1 20262$708.8K
Q4 20253$741.1K
Q3 20252$203.3K
Q2 20254$342.0K
Q1 202510$215.8K
Q4 202458$31.4M
Q3 202462$38.6M
Q2 202485$55.7M
Q1 202487$60.3M
Q4 202379$135.0M
Q3 202383$109.8M
Q2 202381$164.9M
Q1 202386$121.0M
Q4 202274$145.1M
Q3 202264$71.8M
Q2 202272$94.3M
Q1 202279$134.5M
Q4 202176$145.1M
Q3 202181$145.8M
Q2 202177$163.0M
Q1 202177$154.4M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Luna Innovations Inc; share changes are against Q1 2021.

Institutions holding LUNA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royce & Associates LP1,947,127$21.1M0.14%+79,870+4.3%Added
BlackRock Inc.1,899,185$20.6M0.00%−101,087−5.1%Reduced
Vanguard Group Inc1,402,602$15.2M0.00%+44,014+3.2%Added
Punch & Associates Investment Management, Inc.947,050$10.3M0.58%+367,000+63.3%Added
Dimensional Fund Advisors LP792,337$8.58M0.00%+11,774+1.5%Added
Wasatch Advisors Inc777,913$8.43M0.03%+117,127+17.7%Added
Morgan Stanley756,417$8.19M0.00%−47,211−5.9%Reduced
ACK Asset Management LLC1,212,400$8.11M2.99%00.0%Unchanged
State Street Corp683,163$7.40M0.00%+228,148+50.1%Added
Victory Capital Management Inc574,202$6.22M0.01%−7,454−1.3%Reduced
Geode Capital Management, LLC512,569$5.55M0.00%+16,131+3.2%Added
HighTower Advisors, LLC460,742$4.99M0.01%−1250.0%Reduced
Renaissance Technologies LLC321,198$3.48M0.00%−134,900−29.6%Reduced
Northern Trust Corp295,246$3.20M0.00%−5,127−1.7%Reduced
Janney Montgomery Scott LLC283,475$3.07M0.01%−5,100−1.8%Reduced
Rice Hall James & Associates, LLC211,891$2.29M0.08%−7,273−3.3%Reduced
Investment Management of Virginia LLC193,026$2.09M0.40%00.0%Unchanged
Deutsche Bank AG185,131$2.00M0.00%+164,676+805.1%Added
Boothbay Fund Management, LLC152,513$1.65M0.07%+14,497+10.5%Added
Essex Investment Management Co LLC151,620$1.64M0.19%−13,297−8.1%Reduced
Stanley-Laman Group, Ltd.149,471$1.62M0.23%+10,009+7.2%Added
Bank of Montreal144,380$1.61M0.00%+39,933+38.2%Added
Avenir Corp124,410$1.35M0.11%00.0%Unchanged
Worth Venture Partners, LLC122,626$1.33M0.50%+9,022+7.9%Added
Bank of New York Mellon Corp120,074$1.30M0.00%+327+0.3%Added
Geneos Wealth Management Inc.95,600$1.03M0.04%00.0%Unchanged
Oberweis Asset Management Inc85,000$921.0K0.20%00.0%Unchanged
Perritt Capital Management Inc82,800$897.0K0.47%−10,000−10.8%Reduced
Nuveen Asset Management, LLC80,800$875.0K0.00%+934+1.2%Added
Charles Schwab Investment Management Inc76,875$833.0K0.00%+2,708+3.7%Added
Mesirow Financial Investment Management, Inc.52,506$569.0K1.45%+706+1.4%Added
California State Teachers Retirement System42,042$455.0K0.00%−1,617−3.7%Reduced
Commonwealth Equity Services, LLC41,436$448.0K0.00%00.0%Unchanged
Benson Investment Management Company, Inc.39,798$431.0K0.22%+570+1.5%Added
Norges Bank39,000$422.0K0.00%−68,000−63.6%Reduced
JPMorgan Chase & Co38,981$422.0K0.00%−44,202−53.1%Reduced
Bank of America Corp32,226$348.0K0.00%+4,485+16.2%Added
Gsa Capital Partners LLP27,654$299.0K0.03%+27,654New
New York State Common Retirement Fund24,621$267.0K0.00%+221+0.9%Added
Rhumbline Advisers21,090$228.0K0.00%−980−4.4%Reduced
AQR Capital Management LLC20,643$224.0K0.00%−5,193−20.1%Reduced
Manufacturers Life Insurance Company, The20,533$222.0K0.00%+1,886+10.1%Added
Millennium Management LLC20,094$218.0K0.00%−2,268−10.1%Reduced
Squarepoint Ops LLC18,874$204.0K0.00%+1,795+10.5%Added
Goldman Sachs Group Inc18,485$200.0K0.00%+19+0.1%Added
ExodusPoint Capital Management, LP17,469$189.0K0.00%+17,469New
American International Group, Inc.17,072$185.0K0.00%+22+0.1%Added
Royal Bank of Canada15,786$171.0K0.00%+1,898+13.7%Added
Ameriprise Financial Inc15,661$170.0K0.00%+468+3.1%Added
Jane Street Group, LLC14,523$157.0K0.00%+14,523New
Parametric Portfolio Associates LLC14,041$152.0K0.00%+14,041New
Voya Investment Management LLC12,853$139.0K0.00%−1,151−8.2%Reduced
MetLife Investment Management11,906$128.9K0.00%+9,762+455.3%Added
Ingalls & Snyder LLC11,654$126.0K0.01%−561−4.6%Reduced
Raymond James Financial Services Advisors, Inc.11,525$125.0K0.00%+11,525New
Invesco Ltd.10,865$117.0K0.00%−149−1.4%Reduced
Dixon Hubard Feinour & Brown Inc10,054$109.0K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)5,203$56.0K0.00%+2,910+126.9%Added
Simplex Trading, LLC4,896$53.0K0.00%+541+12.4%Added
Advisory Services Network, LLC4,402$48.0K0.00%+4,402New
Barclays PLC3,886$42.0K0.00%−20,571−84.1%Reduced
Dorsey Wright & Associates3,650$40.0K0.01%00.0%Unchanged
US Bancorp3,500$38.0K0.00%00.0%Unchanged
Citigroup Inc3,449$37.0K0.00%−486−12.4%Reduced
UBS Group AG3,323$36.0K0.00%−2,805−45.8%Reduced
Metropolitan Life Insurance Co3,221$34.9K0.00%−4,435−57.9%Reduced
Legal & General Group Plc3,138$34.0K0.00%−228−6.8%Reduced
Ameritas Investment Partners, Inc.2,558$28.0K0.00%00.0%Unchanged
Alpha Paradigm Partners, LLC2,251$24.0K0.01%−27,205−92.4%Reduced
Wells Fargo & Company1,700$18.0K0.00%−63,982−97.4%Reduced
Captrust Financial Advisors1,466$16.0K0.00%+71+5.1%Added
BNP Paribas Arbitrage, SA1,300$14.1K0.00%−2,657−67.1%Reduced
Salem Investment Counselors Inc635$7.00K0.00%00.0%Unchanged
FMR LLC428$5.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC256$3.00K0.00%−39−13.2%Reduced
Eaton Vance Management194$2.00K0.00%−312−61.7%Reduced
Your Advocates Ltd., LLP200$2.00K0.00%+200New
EAM Investors, LLC0$00.00%−137,054−100.0%Sold out
California Public Employees Retirement System0$00.00%−59,500−100.0%Sold out
Hancock Whitney Corp0$00.00%−16,297−100.0%Sold out
Virtu Financial LLC0$00.00%−15,708−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−5,487−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−2,000−100.0%Sold out
Panagora Asset Management Inc0$00.00%−1,137−100.0%Sold out