Luna Innovations Ownership | Who Owns Luna Innovations?
Luna Innovations Ownership Summary
Luna Innovations is owned by 47.53% institutional investors, 8.07% insiders, and 44.40% retail investors. Royce & associates lp is the largest institutional shareholder, holding 7.93% of LUNA shares. Columbia Small Cap Value I is the top mutual fund, with 4.47% of its assets in Luna Innovations shares.
LUNA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Luna Innovations | 47.53% | 8.07% | 44.40% |
| Sector | Technology Stocks | 52.37% | 10.59% | 37.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royce & associates lp | 2.69M | 7.93% | $8.61M |
| Wasatch advisors lp | 2.28M | 6.72% | $7.30M |
| Ameriprise financial | 2.24M | 6.60% | $7.16M |
| Vanguard group | 1.67M | 4.92% | $5.34M |
| Dimensional fund advisors lp | 966.41K | 2.85% | $3.09M |
| Ack asset management | 779.00K | 2.30% | $2.49M |
| Hightower advisors | 762.21K | 2.25% | $2.44M |
| Blackrock | 583.23K | 1.72% | $1.87M |
| Guggenheim capital | 472.63K | 1.39% | $1.51M |
| Millennium management | 402.47K | 1.19% | $1.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ack asset management | 779.00K | 0.31% | $2.49M |
| Marathon capital management | 167.50K | 0.14% | $536.00K |
| Needham investment management | 400.00K | 0.11% | $1.28M |
| Avenir | 299.08K | 0.09% | $957.06K |
| Royce & associates lp | 2.69M | 0.08% | $8.61M |
| Punch & associates investment management | 315.00K | 0.06% | $1.01M |
| Wasatch advisors lp | 2.28M | 0.04% | $7.30M |
| Point72 asia (singapore) pte. | 49.77K | 0.03% | $159.26K |
| Geneos wealth management | 94.30K | 0.01% | $301.76K |
| Guggenheim capital | 472.63K | 0.01% | $1.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 2.24M | 0.00% | 2.24M |
| Royce & associates lp | 2.69M | 0.08% | 1.04M |
| Millennium management | 402.47K | 0.00% | 402.47K |
| Needham investment management | 400.00K | 0.11% | 400.00K |
| Wasatch advisors lp | 2.28M | 0.04% | 257.36K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 583.23K | - | -1.61M |
| Punch & associates investment management | 315.00K | 0.06% | -907.50K |
| Disciplined growth investors inc /mn | - | - | -903.47K |
| State street | 122.07K | - | -538.13K |
| Ack asset management | 779.00K | 0.31% | -450.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ameriprise financial | 2.24M | 0.00% | 2.24M | $7.16M |
| Millennium management | 402.47K | 0.00% | 402.47K | $1.29M |
| Needham investment management | 400.00K | 0.11% | 400.00K | $1.28M |
| Point72 asia (singapore) pte. | 49.77K | 0.03% | 49.77K | $159.26K |
| Raymond james financial services advisors | 27.00K | 0.00% | 27.00K | $86.39K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Principal securities | -34.00 |
| Pnc financial services group | -42.00 |
| Metropolitan life insurance co/ny | -133.00 |
| Cwm | -188.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 58 | -33.33% | 16,120,463 | -7.31% | 47 | 1.81% | 18 | -57.14% | 22 | -35.29% |
| Jun 30, 2024 | 87 | -3.33% | 17,392,013 | -7.56% | 51 | 1.67% | 42 | 2.44% | 34 | 3.03% |
| Mar 31, 2024 | 90 | 8.43% | 18,814,931 | -7.29% | 55 | 1.55% | 41 | -2.38% | 33 | 73.68% |
| Dec 31, 2023 | 83 | -2.35% | 20,295,354 | 8.80% | 59 | 1.95% | 42 | 10.53% | 19 | -9.52% |
| Sep 30, 2023 | 85 | 3.66% | 18,654,498 | 3.35% | 55 | 1.89% | 38 | -20.83% | 21 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Columbia Small Cap Value I | 1.55M | 4.47% | 470.39K |
| Columbia Small Cap Value I A | 1.55M | 4.47% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.11M | 3.21% | - |
| Wasatch Micro Cap Value | 1.05M | 3.03% | - |
| Needham Aggressive Growth Retail | 1.00M | 2.88% | 600.00K |
| Royce Micro Cap Trust | 752.88K | 2.17% | 37.13K |
| Royce Small-Cap Fund Invmt | 664.06K | 1.91% | 9.70K |
| Royce Small-Cap Trust | 657.87K | 1.90% | - |
| Royce Micro-Cap Invmt | 503.08K | 1.45% | 42.81K |
| Vanguard Institutional Extnd Mkt Idx Tr | 501.91K | 1.45% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
LUNA Ownership FAQ
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