Luna Innovations Incorporated (LUNA) Ownership

9.36 ↑0.09 (0.97%)

As of February 3, 2023, 3:58pm EST.

Institutions
Mutual Funds

Institutional Ownership

Royce & Associates, LP is the biggest individual institutional holder of Luna Innovations Incorporated (LUNA), owning a total of 2 million shares. Combined, the top 23 institutional holders of LUNA own 45.25% of the company with a total of 14.9 million shares.

In the latest ownership report on December 31st 2022, the top 23 institutional holders decreased their combined ownership of LUNA by 16 thousand shares. None of the institutional holders bought any additional shares. However 1 institutions sold 15,956 total shares and decreased their ownership by an average of 0.96%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Luna Innovations Incorporated decreased by a net total of -15,956 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
AMH Equity Ltd	4.988%	-0.961%	1,644,070	-15,956	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce & Associates, LP	5.958%	0.148%	1,963,917	2,900	2022-09-30
ACK Asset Management LLC	5.560%	0.000%	1,832,647	0	2022-09-30
AMH Equity Ltd	4.988%	-0.961%	1,644,070	-15,956	2022-12-31
Vanguard Group Inc	4.324%	2.004%	1,425,331	28,005	2022-09-30
Punch & Associates Inv Mgmt Inc	3.796%	2.110%	1,251,278	25,850	2022-09-30
Wasatch Advisors Inc.	3.420%	0.000%	1,127,301	0	2022-09-30
Dimensional Fund Advisors, Inc.	2.495%	-2.844%	822,512	-24,079	2022-09-30
Ameriprise Financial Inc	2.325%	13.195%	766,236	89,320	2022-09-30
HighTower Advisors, LLC	1.564%	0.000%	515,363	0	2022-09-30
Rice Hall James & Associates, LLC	1.557%	4.341%	513,323	21,356	2022-09-30
Victory Capital Management Inc.	1.474%	9.164%	485,772	40,780	2022-09-30
BlackRock Inc	1.284%	-11.295%	423,371	-53,911	2022-09-30
Morgan Stanley - Brokerage Accounts	1.109%	-8.560%	365,406	-34,205	2022-09-30
Janney Montgomery Scott LLC	0.926%	2.440%	305,215	7,270	2022-09-30
Geode Capital Management, LLC	0.894%	0.470%	294,537	1,377	2022-09-30
Millennium Management LLC	0.561%	-61.094%	184,892	-290,329	2022-09-30
Renaissance Technologies Corp	0.505%	14.907%	166,501	21,600	2022-06-30
Investment Management of Virginia, LLC	0.477%	3.134%	157,349	4,781	2022-09-30
Marathon Capital Management LLC	0.473%	0.000%	155,748	155,748	2022-09-30
Avenir Corporation	0.438%	11.591%	144,410	15,000	2022-09-30
Ergoteles LLC	0.434%	-4.396%	142,928	-6,572	2022-09-30
Two Sigma Investments LLC	0.350%	0.000%	115,129	115,129	2022-06-30
State Street Corporation	0.343%	0.000%	112,574	0	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Luna Innovations Incorporated (LUNA), owning a total of 1 million shares. Combined, the top 21 mutual fund holders of LUNA own 22.35% of the company with a total of 7.4 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of LUNA by 18 thousand shares. 1 funds bought 692 total additional shares and increased their ownership by an average of 0.16%. However 4 funds sold 19,100 total shares and decreased their ownership by an average of 1.33%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Luna Innovations Incorporated decreased by a net total of -18,408 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.913%	0.000%	960,256	0	2022-12-31
Royce Pennsylvania Mutual Invmt	2.325%	0.000%	766,388	0	2022-12-31
Columbia Small Cap Value I A	1.716%	0.000%	565,678	0	2022-12-31
Royce Micro-Cap Invmt	1.385%	-1.552%	456,600	-7,200	2022-12-31
Vanguard Extended Market Index Investor	1.314%	0.160%	433,185	692	2022-12-31
Royce Micro Cap Trust	1.301%	-1.810%	428,678	-7,900	2022-12-31
Columbia VP Small Cap Value 1	0.691%	-0.524%	227,742	-1,200	2022-12-31
Royce Capital Micro-Cap Inv	0.576%	-1.454%	189,800	-2,800	2022-12-31
Victory THB US Small Opportunities I	0.459%	0.000%	151,430	0	2022-12-31
THB Micro Cap	0.353%	0.000%	116,326	0	2022-12-31
Royce Value Trust	0.278%	0.000%	91,500	0	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.913%	0.000%	960,256	0	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.845%	3.078%	937,893	28,005	2022-09-30
Royce Pennsylvania Mutual Invmt	2.325%	0.000%	766,388	0	2022-12-31
Columbia Small Cap Value I A	1.716%	0.000%	565,678	0	2022-12-31
Wasatch Micro Cap Value	1.687%	0.000%	556,000	0	2022-09-30
Columbia Small Cap Value I	1.425%	25.525%	469,740	95,520	2022-09-30
Royce Micro-Cap Invmt	1.385%	-1.552%	456,600	-7,200	2022-12-31
Vanguard Extended Market Index Investor	1.314%	0.160%	433,185	692	2022-12-31
Royce Micro Cap Trust	1.301%	-1.810%	428,678	-7,900	2022-12-31
Columbia VP Small Cap Value 1	0.691%	-0.524%	227,742	-1,200	2022-12-31
Berenberg International Micro Cap M A	0.634%	-32.460%	208,935	-100,414	2022-10-31
Royce Capital Micro-Cap Inv	0.576%	-1.454%	189,800	-2,800	2022-12-31
Victory THB U.S. Opports UCITS I GBP Acc	0.552%	-15.592%	181,844	-33,590	2022-07-31
DFA US Small Cap I	0.517%	0.000%	170,550	0	2022-11-30
Fidelity® Extended Market Index	0.507%	0.000%	167,192	0	2022-11-30
Victory THB US Small Opportunities I	0.459%	0.000%	151,430	0	2022-12-31
THB Micro Cap	0.353%	0.000%	116,326	0	2022-12-31
DFA US Micro Cap I	0.334%	2.136%	110,004	2,300	2022-11-30
Rice Hall James Micro Cap Instl	0.283%	0.000%	93,400	0	2022-11-30
Royce Value Trust	0.278%	0.000%	91,500	0	2022-12-31
Dimensional US Targeted Value ETF	0.252%	0.000%	82,884	0	2022-12-30