LUNRNasdaqSearch, Detection, Navigation, Guidance, Aeronautical SysFiscal year ends December 31
Intuitive Machines, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$10.74−0.04 (-0.37%)
Close on Oct 19, 2026
- Market cap
- $1.74B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
62.5%
143M of 229M shares
Institutional holders
328
98 new, 45 sold out
Net institutional buying
39M
In Q2 2026
Insider trades, 12 months
2 buys · 74 sales
Net sold $261.58M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bank Of Nova Scotia | 9,244,742 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Timothy Crain | 9,121,598 | 7.10% | 13G (passive) amendment | Dec 31, 2025 |
| State Street Corporation | 5,060,337 | 5.50% | 13G (passive) | Dec 31, 2024 |
| Kamal Seyed Ghaffarian | 38,429,036 | 19.70% | 13D (active) amendment | Jul 2, 2026 |
| Vantor Holdings Inc. | 22,991,028 | 16.00% | 13G (passive) | Jan 13, 2026 |
| Stephen Altemus | 12,840,952 | 9.80% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 11,080,219 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LUNR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Advent International, L.P. | 22,991,028 | 10.04% | $491.78M | New | 2.77% |
| BlackRock, Inc. | 12,235,626 | 5.34% | $261.72M | +2,225,738 | 0.00% |
| State Street Corp | 9,962,216 | 4.35% | $213.09M | +1,974,702 | 0.01% |
| Mirae Asset Global Investments Co., Ltd. | 6,822,991 | 2.98% | $145.94M | New | 0.22% |
| Vanguard Capital Management LLC | 6,180,117 | 2.70% | $132.19M | +943,156 | 0.00% |
| Two Sigma Investments, LP | 5,752,300 | 2.51% | $123.04M | +4,846,745 | 0.09% |
| D. E. Shaw & Co., Inc. | 4,988,251 | 2.18% | $106.70M | −1,174,560 | 0.05% |
| Vanguard Portfolio Management LLC | 4,016,660 | 1.75% | $85.92M | +3,095,183 | 0.00% |
| Van Eck Associates Corp | 3,845,950 | 1.68% | $82.26M | +1,193,006 | 0.05% |
| Renaissance Technologies LLC | 3,723,200 | 1.63% | $79.64M | +1,789,200 | 0.11% |
| Voya Investment Management LLC | 3,446,711 | 1.51% | $73.73M | +270,694 | 0.06% |
| Geode Capital Management, LLC | 3,321,117 | 1.45% | $71.05M | +465,139 | 0.00% |
| Frontier Capital Management Co LLC | 3,173,434 | 1.39% | $67.88M | −340,365 | 0.63% |
| Tema Etfs LLC | 3,105,074 | 1.36% | $66.42M | +3,102,854 | 2.15% |
| UBS Group AG | 3,101,780 | 1.35% | $66.35M | +679,545 | 0.01% |
| Toroso Investments, LLC | 3,013,162 | 1.32% | $64.45M | New | 0.11% |
| ARK Investment Management LLC | 2,699,401 | 1.18% | $57.74M | +42,870 | 0.37% |
| Gotham Asset Management, LLC | 2,020,000 | 0.88% | $43.21M | – | 0.10% |
| Bank Of America Corp /De/ | 1,766,496 | 0.77% | $37.79M | −116,477 | 0.00% |
| Bank Of Montreal /Can/ | 1,575,109 | 0.69% | $33.69M | +842,215 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 328 | 143M | 62.5% | 98 / 127 | 70 / 45 | 65M | 26M |
| Q1 2026 | 281 | 106M | 46.3% | 77 / 95 | 65 / 44 | 43M | 12M |
| Q4 2025 | 252 | 82M | 35.6% | 66 / 84 | 68 / 38 | 24M | 18M |
| Q3 2025 | 230 | 75M | 33.0% | 44 / 86 | 57 / 37 | 25M | 13M |
| Q2 2025 | 225 | 64M | 27.9% | 46 / 96 | 45 / 36 | 20M | 8M |
| Q1 2025 | 217 | 52M | 22.7% | 82 / 76 | 40 / 32 | 25M | 5M |
| Q4 2024 | 170 | 32M | 14.2% | 67 / 56 | 21 / 22 | 19M | 5M |
| Q3 2024 | 128 | 19M | 8.3% | 57 / 33 | 15 / 13 | 11M | 2M |
| Q2 2024 | 85 | 13M | 5.7% | 36 / 18 | 13 / 14 | 8M | 1M |
| Q1 2024 | 64 | 6M | 2.4% | 45 / 12 | 4 / 12 | 3M | 1M |
| Q4 2023 | 31 | 4M | 1.6% | 13 / 10 | 3 / 10 | 1M | 1M |
| Q3 2023 | 28 | 4M | 1.6% | 11 / 6 | 6 / 6 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LUNR | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 6,275,146 | 2.74% | $134.23M | 2.08% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,584,968 | 2.00% | $98.07M | 0.00% | Jun 30, 2026 |
| Tema Space Innovators ETF | 3,884,713 | 1.70% | $170.27M | 6.54% | May 31, 2026 |
| iShares Russell 2000 ETF | 3,334,099 | 1.46% | $71.32M | 0.09% | Jun 30, 2026 |
| ARK Autonomous Technology & Robotics ETF | 2,406,602 | 1.05% | $29.70M | 1.60% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,657,066 | 0.72% | $35.44M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,449,612 | 0.63% | $31.01M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,400,467 | 0.61% | $17.28M | 0.05% | Jul 31, 2026 |
| iShares U.S. Aerospace & Defense ETF | 1,278,567 | 0.56% | $27.35M | 0.19% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 1,181,822 | 0.52% | $25.28M | 0.16% | Jun 30, 2026 |
| ARK Space & Defense Innovation ETF | 1,059,590 | 0.46% | $13.08M | 1.72% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,048,954 | 0.46% | $22.44M | 0.03% | Jun 30, 2026 |
| Procure Space ETF | 634,212 | 0.28% | $7.83M | 1.33% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 581,833 | 0.25% | $25.50M | 0.06% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 570,854 | 0.25% | $25.02M | 0.14% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen J. Altemus | Chief Executive Officer, Director | 13,504,708 | 5.90% | Apr 16, 2026 |
| Timothy Price Crain II | SVP & Chief Technology Officer | 8,921,894 | 3.90% | Sep 22, 2026 |
| Steven Vontur | See Remarks | 113,997 | 0.05% | Aug 28, 2026 |
| Peter McGrath | SVP and CFO | 401,246 | 0.18% | Apr 16, 2026 |
| Anna Chiara Jones | SVP, CLO & Corporate Secretary | 204,289 | 0.09% | Apr 16, 2026 |
| Christopher J. Johnson | See Remarks | 122,797 | 0.05% | Apr 10, 2026 |
| Kamal Seyed Ghaffarian | Director, 10% owner | 38,278,191 | 16.72% | Sep 10, 2026 |
| Michael Blitzer | Director | 1,937,196 | 0.85% | Jun 8, 2026 |
| William John Liquori Jr | Director | 68,875 | 0.03% | Jun 8, 2026 |
| Robert L. Masson II | Director | 87,196 | 0.04% | Jun 8, 2026 |
| Nicole Seligman | Director | 87,196 | 0.04% | Jun 8, 2026 |
| Ghaffarian Enterprises, LLC | 10% owner | 37,772,530 | 16.50% | Sep 10, 2026 |
| GM Enterprises, LLC | 10% owner | 38,436,470 | 16.79% | Sep 10, 2026 |
| Advent International, L.P. | 10% owner | 11,495,514 | 5.02% | Jul 29, 2026 |
| Advent International Gp, Llc | 10% owner | – | – | Jul 29, 2026 |
| Galileo TopCo, Inc. | 10% owner | – | – | Jul 29, 2026 |
| Intuitive Machines KG Parent, LLC | 10% owner | 39,706,217 | 17.34% | Jun 8, 2026 |
| Holdings Inc. Vantor | 10% owner | – | – | Jan 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy Price Crain II SVP & Chief Technology Officer | Sep 21, 2026 | Sale(10b5-1 plan) | −50,000 | $15.05 | $752.50K | 351,279 |
| Timothy Price Crain II SVP & Chief Technology Officer | Sep 21, 2026 | Returned to company | −50,000 | – | – | 8,570,615 |
| Timothy Price Crain II SVP & Chief Technology Officer | Sep 21, 2026 | Option exercise | +50,000 | – | – | 401,279 |
| Timothy Price Crain II SVP & Chief Technology Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −1,500 | $14.85 | $22.28K | 351,279 |
| Timothy Price Crain II SVP & Chief Technology Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −98,500 | $13.97 | $1.38M | 352,779 |
| Timothy Price Crain II SVP & Chief Technology Officer | Sep 18, 2026 | Returned to company | −100,000 | – | – | 8,620,615 |
| Timothy Price Crain II SVP & Chief Technology Officer | Sep 18, 2026 | Option exercise | +100,000 | – | – | 451,279 |
| Ghaffarian Enterprises, LLC 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −1,698 | $16.00 | $27.17K | 3,494,768 |
| Ghaffarian Enterprises, LLC 10% owner | Sep 9, 2026 | Returned to company | −1,698 | – | – | 34,124,236 |
| Ghaffarian Enterprises, LLC 10% owner | Sep 9, 2026 | Option exercise | +1,698 | – | – | 3,496,466 |
| Ghaffarian Enterprises, LLC 10% owner | Sep 8, 2026 | Returned to company | −94,606 | – | – | 34,125,934 |
| Ghaffarian Enterprises, LLC 10% owner | Sep 8, 2026 | Option exercise | +94,606 | – | – | 3,589,374 |
| Ghaffarian Enterprises, LLC 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −93,105 | $15.39 | $1.43M | 3,496,270 |
| Ghaffarian Enterprises, LLC 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −1,501 | $15.76 | $23.66K | 3,494,768 |
| Steven Vontur See Remarks | Aug 27, 2026 | Sale | −3,050 | $16.13 | $49.20K | 113,997 |
| Ghaffarian Enterprises, LLC 10% owner | Aug 24, 2026 | Returned to company | −141,909 | – | – | 34,220,540 |
| Ghaffarian Enterprises, LLC 10% owner | Aug 24, 2026 | Sale(10b5-1 plan) | −139,772 | $16.86 | $2.36M | 3,496,905 |
| Ghaffarian Enterprises, LLC 10% owner | Aug 24, 2026 | Sale(10b5-1 plan) | −2,137 | $17.68 | $37.78K | 3,494,768 |
| Ghaffarian Enterprises, LLC 10% owner | Aug 24, 2026 | Option exercise | +141,909 | – | – | 3,636,677 |
| Ghaffarian Enterprises, LLC 10% owner | Aug 10, 2026 | Returned to company | −267,448 | – | – | 34,362,449 |
| Ghaffarian Enterprises, LLC 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −18,664 | $16.68 | $311.32K | 3,494,768 |
| Ghaffarian Enterprises, LLC 10% owner | Aug 10, 2026 | Option exercise | +267,448 | – | – | 3,762,216 |
| Ghaffarian Enterprises, LLC 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −248,784 | $16.13 | $4.01M | 3,513,432 |
| Advent International, L.P. 10% owner | Jul 28, 2026 | Sale | −11,495,514 | $12.84 | $147.60M | 11,495,514 |
| Kamal Seyed Ghaffarian Director, 10% owner | Jul 27, 2026 | Sale(10b5-1 plan) | −47,303 | $13.20 | $624.40K | 3,494,768 |
| Kamal Seyed Ghaffarian Director, 10% owner | Jul 27, 2026 | Option exercise | +47,303 | – | – | 3,542,071 |
| Kamal Seyed Ghaffarian Director, 10% owner | Jul 27, 2026 | Returned to company | −47,303 | – | – | 34,629,897 |
| Ghaffarian Enterprises, LLC 10% owner | Jul 13, 2026 | Sale(10b5-1 plan) | −110,976 | $15.64 | $1.74M | 3,494,768 |
| Ghaffarian Enterprises, LLC 10% owner | Jul 13, 2026 | Returned to company | −110,976 | – | – | 34,677,200 |
| Ghaffarian Enterprises, LLC 10% owner | Jul 13, 2026 | Option exercise | +110,976 | – | – | 3,605,744 |
| GM Enterprises, LLC 10% owner | Jun 29, 2026 | Sale(10b5-1 plan) | −47,010 | $20.80 | $977.81K | 3,494,768 |
| GM Enterprises, LLC 10% owner | Jun 29, 2026 | Option exercise | +141,909 | – | – | 3,636,677 |
| GM Enterprises, LLC 10% owner | Jun 29, 2026 | Returned to company | −141,909 | – | – | 34,788,176 |
| GM Enterprises, LLC 10% owner | Jun 29, 2026 | Sale(10b5-1 plan) | −94,899 | $20.24 | $1.92M | 3,541,778 |
| Timothy Price Crain II SVP & Chief Technology Officer | Jun 18, 2026 | Returned to company | −150,000 | – | – | 8,720,615 |
| Timothy Price Crain II SVP & Chief Technology Officer | Jun 18, 2026 | Option exercise | +150,000 | – | – | 501,279 |
| Timothy Price Crain II SVP & Chief Technology Officer | Jun 18, 2026 | Sale(10b5-1 plan) | −135,400 | $21.81 | $2.95M | 365,879 |
| Timothy Price Crain II SVP & Chief Technology Officer | Jun 18, 2026 | Sale(10b5-1 plan) | −14,600 | $22.39 | $326.89K | 351,279 |
| Kamal Seyed Ghaffarian Director, 10% owner | Jun 15, 2026 | Option exercise | +141,909 | – | – | 3,636,677 |
| Kamal Seyed Ghaffarian Director, 10% owner | Jun 15, 2026 | Sale(10b5-1 plan) | −121,809 | $26.03 | $3.17M | 3,514,868 |
| Kamal Seyed Ghaffarian Director, 10% owner | Jun 15, 2026 | Sale(10b5-1 plan) | −19,334 | $26.86 | $519.31K | 3,495,534 |
| Kamal Seyed Ghaffarian Director, 10% owner | Jun 15, 2026 | Sale(10b5-1 plan) | −766 | $27.75 | $21.26K | 3,494,768 |
| Kamal Seyed Ghaffarian Director, 10% owner | Jun 15, 2026 | Returned to company | −141,909 | – | – | 34,930,085 |
| William John Liquori Jr Director | Jun 8, 2026 | Sale | −18,321 | $29.87 | $547.25K | 68,875 |
| GM Enterprises, LLC 10% owner | Jun 4, 2026 | Award | +7,434 | – | – | 153,526 |
| Nicole Seligman Director | Jun 4, 2026 | Award | +5,948 | – | – | 87,196 |
| William John Liquori Jr Director | Jun 4, 2026 | Award | +5,948 | – | – | 87,196 |
| Michael Blitzer Director | Jun 4, 2026 | Award | +5,948 | – | – | 1,937,196 |
| Robert L. Masson II Director | Jun 4, 2026 | Award | +5,948 | – | – | 87,196 |
| Ghaffarian Enterprises, LLC 10% owner | Jun 1, 2026 | Sale(10b5-1 plan) | −1,000 | $43.03 | $43.03K | 3,494,768 |
| Ghaffarian Enterprises, LLC 10% owner | Jun 1, 2026 | Sale(10b5-1 plan) | −3,007 | $42.35 | $127.35K | 3,495,768 |
| Ghaffarian Enterprises, LLC 10% owner | Jun 1, 2026 | Sale(10b5-1 plan) | −7,193 | $41.26 | $296.78K | 3,498,775 |
| Ghaffarian Enterprises, LLC 10% owner | Jun 1, 2026 | Sale(10b5-1 plan) | −8,301 | $40.25 | $334.12K | 3,505,968 |
| Ghaffarian Enterprises, LLC 10% owner | Jun 1, 2026 | Sale(10b5-1 plan) | −37,997 | $39.09 | $1.49M | 3,514,269 |
| Ghaffarian Enterprises, LLC 10% owner | Jun 1, 2026 | Sale(10b5-1 plan) | −84,411 | $38.50 | $3.25M | 3,552,266 |
| Ghaffarian Enterprises, LLC 10% owner | Jun 1, 2026 | Returned to company | −141,909 | – | – | 35,071,994 |
| Ghaffarian Enterprises, LLC 10% owner | Jun 1, 2026 | Option exercise | +141,909 | – | – | 3,636,677 |
| GM Enterprises, LLC 10% owner | May 18, 2026 | Sale(10b5-1 plan) | −71,988 | $33.27 | $2.40M | 3,564,689 |
| GM Enterprises, LLC 10% owner | May 18, 2026 | Sale(10b5-1 plan) | −13,371 | $35.06 | $468.79K | 3,516,859 |
| GM Enterprises, LLC 10% owner | May 18, 2026 | Option exercise | +141,909 | – | – | 3,636,677 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Timothy Price Crain, II Officer | Sep 18, 2026 | 150,000 | $2.22M | Sep 18, 2026 | Units received in exchange for pre-IPO shares |
| Steven Vontur Officer | Aug 27, 2026 | 3,050 | $49.19K | Aug 27, 2026 | Restricted Stock Vesting |
| Ghaffarian Enterprises, LLC Affiliate | Jun 29, 2026 | 851,454 | $16.85M | Jun 29, 2026 | Received in exchange for Pre-IPO shares |
| Timothy Price Crain, II Officer | Jun 18, 2026 | 150,000 | $3.41M | Jun 18, 2026 | Units received in exchange for pre-IPO shares |
| William John Liquori Jr Director | Jun 8, 2026 | 18,321 | $547.27K | Jun 8, 2026 | Restricted Stock Vesting |
| Blitzer Michael Board Member | May 18, 2026 | 1,608,000 | $54.04M | May 18, 2026 | Shares of Inflection Point Acquisition Corp converted into Intuitive Machines |
| Peter McGrath Officer | Apr 16, 2026 | 50,095 | $1.03M | Apr 16, 2026 | Restricted Stock Vesting |
| Timothy Price Crain II Officer | Apr 15, 2026 | 8,447 | $199.42K | Apr 15, 2026 | Restricted Stock Vesting |
| Anna Chiara Jones Officer | Apr 15, 2026 | 4,911 | $115.94K | Apr 15, 2026 | Restricted Stock Vesting |
| Stephen J. Altemus Officer, Director | Apr 15, 2026 | 13,751 | $324.64K | Apr 15, 2026 | Restricted Stock Vesting |
| Ghaffarian Enterprises, LLC Affiliate | Mar 24, 2026 | 1,135,272 | $23.06M | Mar 24, 2026 | Received in exchange for Pre-IPO shares |
| Stephen J. Altemus Officer, Director | Feb 13, 2026 | 86,803 | $1.39M | Feb 13, 2026 | Restricted Stock Vesting |
| Steven Vontur Officer | Feb 11, 2026 | 4,343 | $75.72K | Feb 11, 2026 | Restricted Stock Vesting |
| Anna Chiara Jones Officer | Feb 11, 2026 | 16,779 | $292.55K | Feb 11, 2026 | Restricted Stock Vesting |
| Timothy Price Crain II Officer | Feb 11, 2026 | 23,226 | $404.96K | Feb 11, 2026 | Restricted Stock Vesting |