The strong institutional accumulation — especially the massive increase by UBS — suggests growing conviction in LUNR’s space infrastructure roadmap or upcoming mission milestones. Traders should monitor for potential inclusion in broader space or tech ETFs, especially given that all buyers are mega-passive firms.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in Intuitive Machines (LUNR) during Q4 2024, collectively adding $48.0 million in new holdings with no institutional selling observed. The largest move came from UBS, which increased its stake by over 4,600% and now holds $33.4 million in the stock.
Key Financial Metrics
Institutional Positions
Net institutional flow: $48.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +229.7% | $16.9M | $14.6M |
| UBS | DOUBLED | +4664% | $33.4M | $33.0M |
Key Facts
- Morgan Stanley doubled its position, increasing value by $14.6M to $16.9M
- UBS made the most aggressive move, increasing shares from 38.6K to 1.84M and value from $310K to $33.4M (a $33.0M increase)
- Wells Fargo added $255K in new value with a 29.7% share increase
- No institutional selling was reported — all tracked institutions were net buyers
Financial Impact
Institutions accumulated $48.0M in net new positions during Q4 2024
Risk Factors
- All buyers are passive managers, suggesting the move may reflect index rebalancing or ETF flows rather than active conviction
- LUNR remains a high-volatility, early-stage space tech stock with limited revenue and path-to-profitability risks
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LUNR-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | Press Release | $14.72 $14.79 | ▲ +0.44% | ▼ −0.74% | — |
Aug 13, 2026 7w ago | 8-K | $17.56 $14.35 | ▼ −18.28% | ▼ −16.53% | — |
Aug 13, 2026 7w ago | Press Release | $17.56 $14.35 | ▼ −18.28% | ▼ −16.53% | — |
Aug 3, 2026 8w ago | 8-K | $13.96 $14.72 | ▲ +5.44% | ▲ +6.68% | — |
Jul 30, 2026 9w ago | Insider Cluster | $12.25 $16.18 | ▼ −32.08% | ▼ −28.12% | — |
Jun 17, 2026 15w ago | Insider Cluster | $22.85 $13.44 | ▼ −41.18% | ▼ −41.71% | — |
Jun 8, 2026 16w ago | Insider Cluster | $27.47 $17.85 | ▲ +35.02% | ▲ +36.47% | — |
Jun 3, 2026 17w ago | 8-K | $33.83 $19.58 | ▼ −42.12% | ▼ −41.12% | — |
May 14, 2026 20w ago | 8-K | $36.52 $26.62 | ▼ −27.11% | ▼ −26.25% | — |
May 14, 2026 20w ago | Press Release | $36.52 $26.62 | ▼ −27.11% | ▼ −26.25% | — |
US Market Status
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