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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, Q1 2025

Institutional positions in Luna Innovations Inc as of Mar 31, 2025. 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

LUNA is no longer listed, and 13F filings after Q4 2024 list far fewer holders. See Q4 2024

Institutional holders
10
−48 vs. Q4 2024
Shares held
318.7K
−14.2M (−97.8%) vs. Q4 2024
Total value
$215.8K
−$31.2M (−99.3%) vs. Q4 2024
New holders
2
0 more added
Sold out
50
3 more reduced

Compare with Q4 2024: 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 holdersQ1 2025: 10 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 heldQ1 2025: $215.8K
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, Q1 2025

Shares, value and share of portfolio for each institution holding Luna Innovations Inc; share changes are against Q4 2024.

Institutions holding LUNA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avenir Corp119,080$81.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.94,300$64.1K0.00%00.0%Unchanged
Janney Montgomery Scott LLC74,431$51.0K0.00%−35,700−32.4%Reduced
XTX Topco Ltd25,161$17.1K0.00%−2,575−9.3%Reduced
VSM Wealth Advisory, LLC2,000$1.36K0.00%00.0%Unchanged
Simplex Trading, LLC2,700$1.00K0.00%−8,106−75.0%Reduced
IFP Advisors, Inc250$1700.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp100$680.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC25$170.00%+25New
Total Clarity Wealth Management, Inc.641––+641New
Royce & Associates LP0$00.00%−2,717,789−100.0%Sold out
Ameriprise Financial Inc0$00.00%−2,341,299−100.0%Sold out
Wasatch Advisors Inc0$00.00%−2,219,899−100.0%Sold out
Vanguard Group Inc0$00.00%−1,647,059−100.0%Sold out
Needham Investment Management LLC0$00.00%−1,175,000−100.0%Sold out
HighTower Advisors, LLC0$00.00%−762,206−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−673,154−100.0%Sold out
BlackRock, Inc.0$00.00%−508,619−100.0%Sold out
Geode Capital Management, LLC0$00.00%−321,554−100.0%Sold out
Renaissance Technologies LLC0$00.00%−297,600−100.0%Sold out
Marshall Wace, LLP0$00.00%−285,728−100.0%Sold out
Marathon Capital Management0$00.00%−192,500−100.0%Sold out
State Street Corp0$00.00%−133,874−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−129,033−100.0%Sold out
Squarepoint Ops LLC0$00.00%−104,453−100.0%Sold out
Millennium Management LLC0$00.00%−95,812−100.0%Sold out
Northern Trust Corp0$00.00%−67,189−100.0%Sold out
UBS Group AG0$00.00%−64,167−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−61,561−100.0%Sold out
Morgan Stanley0$00.00%−50,050−100.0%Sold out
Jane Street Group, LLC0$00.00%−47,687−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−39,390−100.0%Sold out
Virtu Financial LLC0$00.00%−36,033−100.0%Sold out
Raymond James Financial Inc0$00.00%−26,471−100.0%Sold out
Citadel Advisors LLC0$00.00%−25,129−100.0%Sold out
Rangeley Capital, LLC0$00.00%−23,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−22,404−100.0%Sold out
Founders Financial Alliance, LLC0$00.00%−19,762−100.0%Sold out
Prudential Financial Inc0$00.00%−18,200−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−13,938−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−11,351−100.0%Sold out
Malaga Cove Capital, LLC0$00.00%−10,800−100.0%Sold out
Cary Street Partners Financial LLC0$00.00%−10,354−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−4,673−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−4,113−100.0%Sold out
FMR LLC0$00.00%−3,678−100.0%Sold out
FLP Wealth Management, LLC0$00.00%−2,387−100.0%Sold out
Royal Bank of Canada0$00.00%−2,189−100.0%Sold out
Maryland Capital Advisors Inc.0$00.00%−1,406−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−1,290−100.0%Sold out
Bank of America Corp0$00.00%−1,287−100.0%Sold out
Wells Fargo & Company0$00.00%−1,100−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−635−100.0%Sold out
JPMorgan Chase & Co0$00.00%−498−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−399−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−200−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−32−100.0%Sold out
GWM Advisors LLC0$00.00%−10−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−1−100.0%Sold out
CWM, LLC0$00.00%−31−100.0%Sold out