Intuitive Machines Inc (LUNR) 13F Holdings Overview (Q2 2026)

LUNR ranks #1925 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LUNR is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

327 institutions disclose a position in LUNR, but none treat it as a major bet — even Palisades Investment Partners, LLC, its most concentrated holder, allocates just 2.8% of its own portfolio to it.

California State Teachers Retirement System has added to its LUNR position for two straight quarters, increasing it by $140.8M to reach $142.4M today.

Steve Cohen has trimmed its LUNR position for two straight quarters, cutting it by $24.7M while still holding $21.0M.

LUNR is down 4.2% today, but institutions show net buying of $1.1B this quarter — a divergence between today's price move and the underlying institutional flow.

LUNR reported a net loss of $130.5M over the trailing twelve months.

• Not yet profitable — net loss of $130.5M over the trailing twelve months
• Revenue grew 113.0% year over year
• Net income improved year over year, from -$241.2M to -$130.5M
• Operating cash flow was negative, using $14.3M in cash
• Current ratio of 4.96x — enough short-term assets to cover short-term liabilities