LUNA Institutional Ownership & Shareholders
LUNA INNOVATIONS INC (LUNA) is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $228,250 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Geneos Wealth Management Inc. is currently the largest disclosed institutional shareholder of LUNA tracked by InsiderSet, reporting ownership valued at approximately $228,250 in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LUNA value among the investors covered in this analysis. Major shareholders include Geneos Wealth Management Inc., and several other long-term asset managers with concentrated positions in LUNA INNOVATIONS INC (LUNA).
This page ranks the largest institutional LUNA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1
Total Reported Value
$228,250
Largest Holder
Geneos Wealth Management Inc.
Largest Position
$228,250
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 0.00% | 182,600 | $228,250 | — | — | — |
Frequently asked questions about LUNA
Who are the largest institutional holders of LUNA?
The largest institutional holders of LUNA reported in the latest SEC Form 13F filings include Geneos Wealth Management Inc.. InsiderSet ranks institutional holders by their latest reported LUNA position.
What is LUNA institutional ownership?
This page tracks LUNA positions reported by institutional investment managers through SEC Form 13F. LUNA INNOVATIONS INC (LUNA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LUNA?
InsiderSet currently tracks 1 institutional managers reporting LUNA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LUNA shareholders.
How much LUNA stock do institutions own?
Institutional investment managers disclosed approximately $228,250 in LUNA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LUNA institutional ownership last updated?
The latest LUNA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LUNA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LUNA position after the reporting date.
Are institutions buying or selling LUNA?
Institutional buying and selling can be analyzed by comparing LUNA positions across consecutive 13F reporting periods. InsiderSet's LUNA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LUNA ownership changes.
How has LUNA institutional ownership changed over time?
InsiderSet tracks LUNA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.