Luna Innovations Ownership | Who Owns Luna Innovations?

Luna Innovations Ownership Summary

Luna Innovations is owned by 42.90% institutional investors, 7.55% insiders, and 49.55% retail investors. Royce & associates lp is the largest institutional shareholder, holding 8.01% of LUNA shares. Columbia Small Cap Value I A is the top mutual fund, with 4.52% of its assets in Luna Innovations shares.

LUNA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Luna Innovations	42.90%	7.55%	49.55%
Sector	Technology Stocks	44.47%	12.07%	43.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Royce & associates lp	2.72M	8.01%	$5.87M
Ameriprise financial	2.34M	6.90%	$5.06M
Wasatch advisors lp	2.22M	6.54%	$4.79M
Vanguard group	1.65M	4.86%	$3.56M
Needham investment management	1.18M	3.46%	$2.54M
Hightower advisors	762.21K	2.25%	$1.65M
Dimensional fund advisors lp	673.15K	1.98%	$1.45M
Blackrock	583.23K	1.72%	$1.87M
Blackrock funding, inc. /de	508.62K	1.50%	$1.10M
Geode capital management	321.55K	0.95%	$694.79K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Needham investment management	1.18M	0.20%	$2.54M
Marathon capital management	192.50K	0.10%	$415.80K
Royce & associates lp	2.72M	0.05%	$5.87M
Avenir	119.08K	0.03%	$257.21K
Wasatch advisors lp	2.22M	0.02%	$4.79M
Gsa capital partners llp	129.03K	0.02%	$279.00K
Founders financial alliance	19.76K	0.01%	$42.69K
Skyview investment advisors	18.64K	0.01%	$60.00K
Malaga cove capital	10.80K	0.01%	$23.33K
Geneos wealth management	94.30K	0.01%	$203.69K

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	256.37K	0.00%	256.37K
Needham investment management	1.18M	0.20%	175.00K
Renaissance	297.60K	0.00%	124.30K
Gsa capital partners llp	129.03K	0.02%	67.57K
Ubs group	64.17K	-	53.24K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	583.23K	-	-1.61M
Disciplined growth investors inc /mn	-	-	-903.47K
Ack asset management	-	-	-525.00K
Guggenheim capital	-	-	-462.60K
Punch & associates investment management	-	-	-285.00K

New Positions

Holder	Shares	% Assets	Change	Value
Virtu financial	36.03K	0.00%	36.03K	$78.00K
Raymond james financial services advisors	27.00K	0.00%	27.00K	$86.39K
Raymond james financial	26.47K	-	26.47K	$57.18K
Founders financial alliance	19.76K	0.01%	19.76K	$42.69K
Skyview investment advisors	18.64K	0.01%	18.64K	$60.00K

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 %
Dec 31, 2024	59	-1.67%	14,549,688	-9.85%	42	1.89%	26	52.94%	17	-22.73%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Columbia Small Cap Value I A	1.57M	4.52%	18.70K
Columbia Small Cap Value I	1.55M	4.47%	470.39K
Vanguard Total Stock Mkt Idx Inv	1.09M	3.15%	-21.85K
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
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-

LUNA Ownership FAQ

Who owns the most shares of Luna Innovations?

Luna Innovations’s largest shareholders are Royce & associates lp (2.72M shares, 8.01%), Ameriprise financial (2.34M shares, 6.90%), and Wasatch advisors lp (2.22M shares, 6.54%). Together, they hold 21.46% of Luna Innovations’s total shares outstanding.

Does Blackrock own Luna Innovations?

Yes, BlackRock owns 1.72% of Luna Innovations, totaling 583.23K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.87M$. In the last quarter, BlackRock decreased its holdings by -1.612M shares, a -73.43% change.

Who is Luna Innovations’s biggest shareholder by percentage of total assets invested?

Needham investment management is Luna Innovations’s biggest shareholder by percentage of total assets invested, with 0.20% of its assets in 1.18M Luna Innovations shares, valued at 2.54M$.

Who is the top mutual fund holder of Luna Innovations shares?

Columbia Small Cap Value I A is the top mutual fund holder of Luna Innovations shares, with 4.52% of its total shares outstanding invested in 1.57M Luna Innovations shares.

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