LUCID DIAGNOSTICS INC (LUCD)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | $9.5M | 8,856,844 | 0.02% | new | NEW |
| BlackRock, Inc. | $9.0M | 8,373,117 | 0.00% | 8q | +80.5%+$4.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.0M | 6,556,344 | 0.00% | 2q | +57.8%+$2.6M |
| Two Seas Capital LP | $6.4M | 6,000,000 | 0.13% | 4q | +100.0%+$3.2M |
| MASTERS CAPITAL MANAGEMENT LLC | $4.3M | 4,000,000 | 0.11% | 6q | HELD |
| Aberdeen Group plc | $4.1M | 3,822,997 | 0.01% | 4q | +4.9%+$191.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.1M | 3,789,948 | 0.00% | 19q | +68.8%+$1.7M |
| STATE STREET CORP | $2.6M | 2,437,337 | 0.00% | 19q | +56.8%+$944.5K |
| FIRST MANHATTAN CO. LLC. | $2.3M | 2,188,550 | 0.01% | 9q | +576.6%+$2.0M |
| WELLS FARGO & COMPANY/MN | $2.2M | 2,067,046 | 0.00% | 15q | +62.2%+$848.1K |
| Russell Investments Group, Ltd. | $1.8M | 1,651,788 | 0.00% | 4q | +4.3%+$73.0K |
| NORTHERN TRUST CORP | $1.3M | 1,219,879 | 0.00% | 10q | +81.9%+$587.7K |
| PERKINS CAPITAL MANAGEMENT INC | $1.2M | 1,125,000 | 0.91% | 4q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 1,068,109 | 0.00% | 2q | +71.3%+$475.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1M | 1,022,262 | 0.00% | 2q | +93.3%+$528.0K |
| UBS Group AG | $904.5K | 845,314 | 0.00% | 6q | +89.8%+$427.8K |
| AQR CAPITAL MANAGEMENT LLC | $773.8K | 723,200 | 0.00% | 4q | +208.0%+$522.6K |
| Verition Fund Management LLC | $693.8K PUT | options only | 0.00% | new | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $617.8K | 577,381 | 0.00% | 2q | +10.0%+$56.1K |
| Lido Advisors, LLC | $478.0K | 446,739 | 0.00% | 9q | +16.6%+$68.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $348.1K | 325,312 | 0.00% | 5q | +64.8%+$136.8K |
| XML Financial, LLC | $345.8K | 323,195 | 0.03% | 6q | +44.8%+$107.0K |
| Bank of New York Mellon Corp | $322.8K | 301,703 | 0.00% | 5q | +46.2%+$102.1K |
| BANK OF MONTREAL /CAN/ | $310.2K | 289,936 | 0.00% | 4q | +1.6%+$5.0K |
| Nuveen, LLC | $208.7K | 195,065 | 0.00% | 5q | +116.2%+$112.2K |
| Tripletail Wealth Management, LLC | $196.3K | 183,417 | 0.23% | new | NEW |
| Focus Partners Wealth | $159.1K | 148,705 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $158.4K | 148,061 | 0.00% | 3q | +84.3%+$72.4K |
| LPL Financial LLC | $142.5K | 133,155 | 0.00% | 17q | -22.8%-$42.0K |
| Jefferies Financial Group Inc. | $139.1K | 130,000 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $131.0K | 121,952 | 0.00% | 5q | +64.0%+$51.1K |
| Centiva Capital, LP | $117.1K | 109,440 | 0.00% | 2q | +58.5%+$43.2K |
| BANK OF AMERICA CORP /DE/ | $103.5K | 96,776 | 0.00% | 12q | +9.3%+$8.8K |
| IEQ CAPITAL, LLC | $102.2K | 95,543 | 0.00% | 2q | +549.5%+$86.5K |
| State of Wyoming | $100.5K | 93,927 | 0.01% | new | NEW |
| Sequoia Financial Advisors, LLC | $98.6K | 92,150 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $90.0K | 84,083 | 0.00% | 5q | +72.9%+$37.9K |
| Invesco Ltd. | $88.5K | 82,754 | 0.00% | 5q | +118.2%+$48.0K |
| RENAISSANCE TECHNOLOGIES LLC | $76.3K | 71,300 | 0.00% | 6q | -85.7%-$458.3K |
| GOLDMAN SACHS GROUP INC | $75.6K | 70,611 | 0.00% | 7q | -70.9%-$184.1K |
| CITIGROUP INC | $74.7K | 69,793 | 0.00% | 5q | +1480.1%+$70.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $73.3K | 68,471 | 0.00% | 5q | +59.7%+$27.4K |
| MORGAN STANLEY | $70.3K | 65,743 | 0.00% | 19q | +42.8%+$21.1K |
| Sargent Investment Group, LLC | $69.5K | 65,000 | 0.01% | 7q | +20.3%+$11.7K |
| JPMORGAN CHASE & CO | $65.9K | 62,775 | 0.00% | 12q | +12.8%+$7.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | $62.8K | 58,700 | 0.00% | 5q | HELD |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $62.7K | 58,590 | 0.00% | 5q | +100.0%+$31.3K |
| MARSHALL WACE, LLP | $61.9K | 57,893 | 0.00% | new | NEW |
| Magnus Financial Group LLC | $59.3K | 55,400 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $54.3K | 47,200 | 0.00% | 5q | +112.6%+$28.7K |
| MML INVESTORS SERVICES, LLC | $53.5K | 50,000 | 0.00% | 5q | HELD |
| Mariner, LLC | $46.2K | 43,146 | 0.00% | 3q | +104.0%+$23.5K |
| TWO SIGMA SECURITIES, LLC | $42.7K | 39,921 | 0.00% | new | NEW |
| INTECH INVESTMENT MANAGEMENT LLC | $39.1K | 36,526 | 0.00% | 5q | +56.9%+$14.2K |
| Pine Valley Investments Ltd Liability Co | $39.0K | 36,483 | 0.00% | 6q | +6.4%+$2.4K |
| CITADEL ADVISORS LLC | $38.9K | 36,362 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $32.9K | 30,739 | 0.00% | 4q | HELD |
| R Squared Ltd | $32.7K | 30,587 | 0.02% | 3q | +42.2%+$9.7K |
| OPPENHEIMER & CO INC | $32.1K | 30,000 | 0.00% | 2q | HELD |
| Cerity Partners LLC | $30.9K | 28,859 | 0.00% | new | NEW |
| BARCLAYS PLC | $28.5K | 26,590 | 0.00% | 6q | +61.6%+$10.8K |
| Americana Partners, LLC | $28.3K | 26,427 | 0.00% | 7q | HELD |
| Vanguard Global Advisers, LLC | $26.6K | 24,900 | 0.00% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.4K | 26,393 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $26.0K | 24,437 | 0.00% | 5q | +209.1%+$17.6K |
| BNP PARIBAS FINANCIAL MARKETS | $24.2K | 22,625 | 0.00% | 5q | +18.0%+$3.7K |
| PRUDENTIAL FINANCIAL INC | $24.0K | 22,435 | 0.00% | 2q | +87.9%+$11.2K |
| OSAIC HOLDINGS, INC. | $23.9K | 22,292 | 0.00% | 15q | -2.1% |
| Creative Planning | $22.5K | 21,068 | 0.00% | 7q | +46.1%+$7.1K |
| SCRATCH CAPITAL LLC | $22.5K | 20,994 | 0.01% | 7q | HELD |
| SPROTT INC. | $21.4K | 20,000 | 0.00% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $21.2K | 19,784 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $21.1K | 19,711 | 0.00% | 16q | +3.1% |
| GABELLI FUNDS LLC | $20.9K | 19,500 | 0.00% | 3q | HELD |
| ProShare Advisors LLC | $20.8K | 19,468 | 0.00% | 5q | +49.0%+$6.8K |
| VICTORY CAPITAL MANAGEMENT INC | $19.0K | 17,747 | 0.00% | 3q | +75.5%+$8.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.2K | 16,118 | 0.00% | 2q | -84.4%-$93.1K |
| CAPTRUST FINANCIAL ADVISORS | $16.5K | 15,440 | 0.00% | new | NEW |
| Legal & General Group Plc | $15.6K | 14,580 | 0.00% | 5q | +130.9%+$8.8K |
| Accordant Advisory Group Inc | $15.3K | 14,300 | 0.01% | 4q | HELD |
| XPONANCE LLC | $15.2K | 14,159 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $15.0K | 14,000 | 0.00% | 2q | +6.9% |
| Obermeyer Wealth Partners | $13.9K | 13,000 | 0.00% | 6q | HELD |
| Ausdal Financial Partners, Inc. | $12.9K | 12,075 | 0.00% | 2q | HELD |
| Pallas Capital Advisors LLC | $12.7K | 11,874 | 0.00% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $12.2K | 11,385 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $10.9K | 10,175 | 0.00% | 2q | +1.8% |
| Corient Private Wealth LP | $10.7K | 10,028 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $10.7K | 10,015 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $10.7K | 10,000 | 0.00% | new | NEW |
| Arax Advisory Partners | $10.7K | 9,993 | 0.00% | 2q | +8441.0%+$10.6K |
| Ameritas Investment Partners, Inc. | $7.6K | 7,067 | 0.00% | 5q | HELD |
| FMR LLC | $4.5K | 4,215 | 0.00% | 6q | -96.5%-$124.5K |
| Allworth Financial LP | $2.2K | 2,058 | 0.00% | 10q | +557.5%+$1.9K |
| EverSource Wealth Advisors, LLC | $1.9K | 1,738 | 0.00% | 2q | +335.6%+$1.4K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.4K | 1,263 | 0.00% | 5q | -74.1%-$3.9K |
| JONES FINANCIAL COMPANIES LLLP | $1.1K | 1,010 | 0.00% | 10q | HELD |
| Winch Advisory Services, LLC | $856 | 800 | 0.00% | 3q | HELD |
| Essential Partners LLC | $607 | 567 | 0.00% | 2q | -80.0%-$2.4K |
| Sterling Capital Management LLC | $559 | 522 | 0.00% | 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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-22 | 2026-10-21 | Charter or bylaws amended | filing |
| 2026-10-16 | 2026-10-12 | Delisting notice | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-20 | Matheis Dennis | Director | Bought | 245,000 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $5.0M | 6,606,278 | 3 | 4 | 6 | 0.0% |
| Q2 2026 | 116 | $66.4M | 61,404,240 | 25 | 59 | 12 | 1.0% |
| Q1 2026 | 103 | $41.0M | 35,617,133 | 22 | 32 | 18 | 0.0% |
| Q4 2025 | 90 | $35.1M | 32,199,487 | 18 | 29 | 14 | 0.0% |
| Q3 2025 | 87 | $35.6M | 35,218,577 | 26 | 29 | 11 | 0.0% |
| Q2 2025 | 72 | $21.9M | 18,956,674 | 32 | 18 | 6 | 0.0% |
| Q1 2025 | 49 | $14.1M | 9,387,363 | 19 | 12 | 8 | 0.0% |
| Q4 2024 | 32 | $2.7M | 3,301,335 | 9 | 8 | 7 | 0.0% |
| Q3 2024 | 28 | $2.0M | 2,453,456 | 4 | 6 | 7 | 0.0% |
| Q2 2024 | 32 | $1.7M | 2,119,997 | 8 | 8 | 7 | 0.0% |
| Q1 2024 | 28 | $1.7M | 2,073,190 | 9 | 11 | 7 | 0.0% |
| Q4 2023 | 23 | $2.7M | 1,897,135 | 2 | 6 | 7 | 0.0% |
| Q3 2023 | 23 | $2.2M | 1,915,159 | 7 | 4 | 4 | 0.0% |
| Q2 2023 | 16 | $2.6M | 1,863,743 | 1 | 4 | 4 | 0.0% |
| Q1 2023 | 18 | $2.5M | 1,768,504 | 1 | 6 | 3 | 0.0% |
| Q4 2022 | 22 | $2.6M | 1,915,916 | 6 | 2 | 10 | 0.0% |
| Q3 2022 | 19 | $3.6M | 2,338,933 | 2 | 6 | 6 | 0.0% |
| Q2 2022 | 24 | $5.6M | 2,455,935 | 8 | 5 | 8 | 0.0% |
| Q1 2022 | 32 | $9.1M | 2,706,842 | 6 | 7 | 12 | 0.0% |
| Q4 2021 | 35 | $17.8M | 3,322,402 | 34 | 0 | 0 | 0.0% |
