Luna Innovations Ownership | Who Owns Luna Innovations?

Luna Innovations Ownership Summary

Luna Innovations is owned by 0.54% institutional investors, 3.71% insiders, and 95.75% retail investors. Blackrock is the largest institutional shareholder, holding 1.72% 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	0.54%	3.71%	95.75%
Sector	Technology Stocks	34.40%	12.94%	52.66%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	583.23K	1.72%	$1.87M
Potomac capital management	461.77K	1.36%	$531.04M
Renaissance	297.60K	0.88%	$642.82K
Goldman sachs group	256.37K	0.76%	$820.38K
Geneos wealth management	182.60K	0.54%	$209.99K
Morgan stanley	146.35K	0.43%	$468.31K
State street	133.87K	0.39%	$289.17K
Susquehanna group, llp	61.56K	0.18%	$132.97K
Raymond james financial services advisors	27.00K	0.08%	$86.39K
Bank of america corp /de/	24.79K	0.07%	$79.32K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Potomac capital management	461.77K	0.43%	$531.04M
Skyview investment advisors	18.64K	0.01%	$60.00K
Geneos wealth management	182.60K	0.01%	$209.99K
Renaissance	297.60K	0.00%	$642.82K
Cubist systematic strategies	15.04K	0.00%	$48.12K
Raymond james financial services advisors	27.00K	0.00%	$86.39K
Aqr capital management	11.44K	0.00%	$36.60K
Group one trading	22.40K	0.00%	$48.39M
Goldman sachs group	256.37K	0.00%	$820.38K
Murphy & mullick capital management	100.00	0.00%	$115.00

Top Buyers

Holder	Shares	% Assets	Change
Potomac capital management	461.77K	0.43%	461.77K
Goldman sachs group	256.37K	0.00%	256.37K
Renaissance	297.60K	0.00%	124.30K
Raymond james financial services advisors	27.00K	0.00%	27.00K
Susquehanna group, llp	61.56K	-	23.91K

Top Sellers

Holder	Shares	% Assets	Change
Royce & associates lp	-	-	-2.72M
Ameriprise financial	-	-	-2.34M
Wasatch advisors lp	-	-	-2.22M
Vanguard group	-	-	-1.65M
Blackrock	583.23K	-	-1.61M

New Positions

Holder	Shares	% Assets	Change	Value
Potomac capital management	461.77K	0.43%	461.77K	$531.04M
Raymond james financial services advisors	27.00K	0.00%	27.00K	$86.39K
Skyview investment advisors	18.64K	0.01%	18.64K	$60.00K
Cubist systematic strategies	15.04K	0.00%	15.04K	$48.12K
Aqr capital management	11.44K	0.00%	11.44K	$36.60K

Sold Out

Holder	Change
Sound income strategies	-1.00
Nelson, van denburg & campbell wealth management group	-7.00
Newedge advisors	-10.00
Steward partners investment advisory	-25.00
Principal securities	-34.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	1	-50.00%	182,600	-4.75%	-	168.52%	-	-	1	-
Sep 30, 2025	2	-50.00%	191,700	-50.24%	-	43.81%	-	-100.00%	-	-
Jun 30, 2025	4	-60.00%	385,211	20.87%	1	128.64%	1	-50.00%	-	-100.00%
Mar 31, 2025	10	-83.05%	318,688	-97.81%	-	0.05%	2	-92.31%	3	-82.35%
Dec 31, 2024	59	-1.67%	14,549,688	-9.85%	42	1.89%	26	52.94%	17	-22.73%

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 Blackrock (583.23K shares, 1.72%), Potomac capital management (461.77K shares, 1.36%), and Renaissance (297.6K shares, 0.88%). Together, they hold 3.96% 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?

Potomac capital management is Luna Innovations’s biggest shareholder by percentage of total assets invested, with 0.43% of its assets in 461.77K Luna Innovations shares, valued at 531.04M$.

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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