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DaveManuel.com · Institutional Ownership · Who Owns It

LUCID DIAGNOSTICS INC (LUCD)

Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.

116
Reporting holders
$66.4M
Reported value
30.2%
Of shares outstanding
0.0%
Calls
1.0%
Puts
+13
Holder change

Institutions report 61,404,240 shares against 203,243,970 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Alyeska Investment Group, L.P.$9.5M8,856,8440.02%newNEW
BlackRock, Inc.$9.0M8,373,1170.00%8q+80.5%+$4.0M
VANGUARD CAPITAL MANAGEMENT LLC$7.0M6,556,3440.00%2q+57.8%+$2.6M
Two Seas Capital LP$6.4M6,000,0000.13%4q+100.0%+$3.2M
MASTERS CAPITAL MANAGEMENT LLC$4.3M4,000,0000.11%6qHELD
Aberdeen Group plc$4.1M3,822,9970.01%4q+4.9%+$191.2K
GEODE CAPITAL MANAGEMENT, LLC$4.1M3,789,9480.00%19q+68.8%+$1.7M
STATE STREET CORP$2.6M2,437,3370.00%19q+56.8%+$944.5K
FIRST MANHATTAN CO. LLC.$2.3M2,188,5500.01%9q+576.6%+$2.0M
WELLS FARGO & COMPANY/MN$2.2M2,067,0460.00%15q+62.2%+$848.1K
Russell Investments Group, Ltd.$1.8M1,651,7880.00%4q+4.3%+$73.0K
NORTHERN TRUST CORP$1.3M1,219,8790.00%10q+81.9%+$587.7K
PERKINS CAPITAL MANAGEMENT INC$1.2M1,125,0000.91%4qHELD
VANGUARD FIDUCIARY TRUST CO$1.1M1,068,1090.00%2q+71.3%+$475.7K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.1M1,022,2620.00%2q+93.3%+$528.0K
UBS Group AG$904.5K845,3140.00%6q+89.8%+$427.8K
AQR CAPITAL MANAGEMENT LLC$773.8K723,2000.00%4q+208.0%+$522.6K
Verition Fund Management LLC$693.8K PUToptions only0.00%newOPTIONS
RAYMOND JAMES FINANCIAL INC$617.8K577,3810.00%2q+10.0%+$56.1K
Lido Advisors, LLC$478.0K446,7390.00%9q+16.6%+$68.1K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$348.1K325,3120.00%5q+64.8%+$136.8K
XML Financial, LLC$345.8K323,1950.03%6q+44.8%+$107.0K
Bank of New York Mellon Corp$322.8K301,7030.00%5q+46.2%+$102.1K
BANK OF MONTREAL /CAN/$310.2K289,9360.00%4q+1.6%+$5.0K
Nuveen, LLC$208.7K195,0650.00%5q+116.2%+$112.2K
Tripletail Wealth Management, LLC$196.3K183,4170.23%newNEW
Focus Partners Wealth$159.1K148,7050.00%newNEW
DEUTSCHE BANK AG\$158.4K148,0610.00%3q+84.3%+$72.4K
LPL Financial LLC$142.5K133,1550.00%17q-22.8%-$42.0K
Jefferies Financial Group Inc.$139.1K130,0000.00%newNEW
PRICE T ROWE ASSOCIATES INC /MD/$131.0K121,9520.00%5q+64.0%+$51.1K
Centiva Capital, LP$117.1K109,4400.00%2q+58.5%+$43.2K
BANK OF AMERICA CORP /DE/$103.5K96,7760.00%12q+9.3%+$8.8K
IEQ CAPITAL, LLC$102.2K95,5430.00%2q+549.5%+$86.5K
State of Wyoming$100.5K93,9270.01%newNEW
Sequoia Financial Advisors, LLC$98.6K92,1500.00%newNEW
RHUMBLINE ADVISERS$90.0K84,0830.00%5q+72.9%+$37.9K
Invesco Ltd.$88.5K82,7540.00%5q+118.2%+$48.0K
RENAISSANCE TECHNOLOGIES LLC$76.3K71,3000.00%6q-85.7%-$458.3K
GOLDMAN SACHS GROUP INC$75.6K70,6110.00%7q-70.9%-$184.1K
CITIGROUP INC$74.7K69,7930.00%5q+1480.1%+$70.0K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.3K68,4710.00%5q+59.7%+$27.4K
MORGAN STANLEY$70.3K65,7430.00%19q+42.8%+$21.1K
Sargent Investment Group, LLC$69.5K65,0000.01%7q+20.3%+$11.7K
JPMORGAN CHASE & CO$65.9K62,7750.00%12q+12.8%+$7.5K
NEW YORK STATE COMMON RETIREMENT FUND$62.8K58,7000.00%5qHELD
TRAPHAGEN INVESTMENT ADVISORS LLC$62.7K58,5900.00%5q+100.0%+$31.3K
MARSHALL WACE, LLP$61.9K57,8930.00%newNEW
Magnus Financial Group LLC$59.3K55,4000.00%newNEW
ALLIANCEBERNSTEIN L.P.$54.3K47,2000.00%5q+112.6%+$28.7K
MML INVESTORS SERVICES, LLC$53.5K50,0000.00%5qHELD
Mariner, LLC$46.2K43,1460.00%3q+104.0%+$23.5K
TWO SIGMA SECURITIES, LLC$42.7K39,9210.00%newNEW
INTECH INVESTMENT MANAGEMENT LLC$39.1K36,5260.00%5q+56.9%+$14.2K
Pine Valley Investments Ltd Liability Co$39.0K36,4830.00%6q+6.4%+$2.4K
CITADEL ADVISORS LLC$38.9K36,3620.00%newNEW
Police & Firemen's Retirement System of New Jersey$32.9K30,7390.00%4qHELD
R Squared Ltd$32.7K30,5870.02%3q+42.2%+$9.7K
OPPENHEIMER & CO INC$32.1K30,0000.00%2qHELD
Cerity Partners LLC$30.9K28,8590.00%newNEW
BARCLAYS PLC$28.5K26,5900.00%6q+61.6%+$10.8K
Americana Partners, LLC$28.3K26,4270.00%7qHELD
Vanguard Global Advisers, LLC$26.6K24,9000.00%2qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$26.4K26,3930.00%newNEW
ROYAL BANK OF CANADA$26.0K24,4370.00%5q+209.1%+$17.6K
BNP PARIBAS FINANCIAL MARKETS$24.2K22,6250.00%5q+18.0%+$3.7K
PRUDENTIAL FINANCIAL INC$24.0K22,4350.00%2q+87.9%+$11.2K
OSAIC HOLDINGS, INC.$23.9K22,2920.00%15q-2.1%
Creative Planning$22.5K21,0680.00%7q+46.1%+$7.1K
SCRATCH CAPITAL LLC$22.5K20,9940.01%7qHELD
SPROTT INC.$21.4K20,0000.00%4qHELD
MERCER GLOBAL ADVISORS INC /ADV$21.2K19,7840.00%newNEW
Tower Research Capital LLC (TRC)$21.1K19,7110.00%16q+3.1%
GABELLI FUNDS LLC$20.9K19,5000.00%3qHELD
ProShare Advisors LLC$20.8K19,4680.00%5q+49.0%+$6.8K
VICTORY CAPITAL MANAGEMENT INC$19.0K17,7470.00%3q+75.5%+$8.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$17.2K16,1180.00%2q-84.4%-$93.1K
CAPTRUST FINANCIAL ADVISORS$16.5K15,4400.00%newNEW
Legal & General Group Plc$15.6K14,5800.00%5q+130.9%+$8.8K
Accordant Advisory Group Inc$15.3K14,3000.01%4qHELD
XPONANCE LLC$15.2K14,1590.00%newNEW
KESTRA PRIVATE WEALTH SERVICES, LLC$15.0K14,0000.00%2q+6.9%
Obermeyer Wealth Partners$13.9K13,0000.00%6qHELD
Ausdal Financial Partners, Inc.$12.9K12,0750.00%2qHELD
Pallas Capital Advisors LLC$12.7K11,8740.00%newNEW
PRINCIPAL FINANCIAL GROUP INC$12.2K11,3850.00%newNEW
AlphaCore Capital LLC$10.9K10,1750.00%2q+1.8%
Corient Private Wealth LP$10.7K10,0280.00%newNEW
Merit Financial Group, LLC$10.7K10,0150.00%newNEW
Beacon Pointe Advisors, LLC$10.7K10,0000.00%newNEW
Arax Advisory Partners$10.7K9,9930.00%2q+8441.0%+$10.6K
Ameritas Investment Partners, Inc.$7.6K7,0670.00%5qHELD
FMR LLC$4.5K4,2150.00%6q-96.5%-$124.5K
Allworth Financial LP$2.2K2,0580.00%10q+557.5%+$1.9K
EverSource Wealth Advisors, LLC$1.9K1,7380.00%2q+335.6%+$1.4K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$1.4K1,2630.00%5q-74.1%-$3.9K
JONES FINANCIAL COMPANIES LLLP$1.1K1,0100.00%10qHELD
Winch Advisory Services, LLC$8568000.00%3qHELD
Essential Partners LLC$6075670.00%2q-80.0%-$2.4K
Sterling Capital Management LLC$5595220.00%5q-72.5%-$1.5K

Showing the largest 100 of 116 reported holders.

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-222026-10-21Charter or bylaws amendedfiling
2026-10-162026-10-12Delisting noticefiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-20Matheis DennisDirectorBought245,000$245.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202622$5.0M6,606,2783460.0%
Q2 2026116$66.4M61,404,2402559121.0%
Q1 2026103$41.0M35,617,1332232180.0%
Q4 202590$35.1M32,199,4871829140.0%
Q3 202587$35.6M35,218,5772629110.0%
Q2 202572$21.9M18,956,674321860.0%
Q1 202549$14.1M9,387,363191280.0%
Q4 202432$2.7M3,301,3359870.0%
Q3 202428$2.0M2,453,4564670.0%
Q2 202432$1.7M2,119,9978870.0%
Q1 202428$1.7M2,073,19091170.0%
Q4 202323$2.7M1,897,1352670.0%
Q3 202323$2.2M1,915,1597440.0%
Q2 202316$2.6M1,863,7431440.0%
Q1 202318$2.5M1,768,5041630.0%
Q4 202222$2.6M1,915,91662100.0%
Q3 202219$3.6M2,338,9332660.0%
Q2 202224$5.6M2,455,9358580.0%
Q1 202232$9.1M2,706,84267120.0%
Q4 202135$17.8M3,322,40234000.0%