ARK Investment Management Boosts Stake in Intuitive Machines

Institutional investor increases holdings in lunar exploration company by nearly 79%

Published on Mar. 5, 2026

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ARK Investment Management LLC has increased its stake in Intuitive Machines, Inc. (NASDAQ:LUNR) by 78.9% during the third quarter, according to a recent SEC filing. The firm now owns 2,073,233 shares of the aerospace company's stock, representing 1.16% ownership.

Why it matters

Intuitive Machines is a leading private company pursuing lunar surface deliveries under NASA's Commercial Lunar Payload Services (CLPS) program. ARK Investment's significant increase in its stake signals confidence in the company's growth potential in the burgeoning commercial space industry.

The details

According to the 13F filing, ARK Investment Management purchased an additional 914,458 shares of Intuitive Machines during the third quarter, bringing its total holdings to over 2 million shares valued at $21.81 million. This represents a 78.9% increase in the firm's position in the company.

  • ARK Investment Management filed its 13F report for the third quarter on March 5, 2026.

The players

Intuitive Machines, Inc.

A Houston, Texas-based aerospace company specializing in commercial lunar exploration and services, including spacecraft design, mission management, navigation, communications, and data services under NASA's CLPS program.

ARK Investment Management LLC

An American investment management firm founded in 2014 that focuses on disruptive innovation across multiple sectors, including fintech, genomics, and autonomous technology.

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What they’re saying

“We must continue to invest in innovative companies like Intuitive Machines that are pushing the boundaries of what's possible in space exploration.”

— Cathie Wood, Founder, CEO and CIO of ARK Investment Management (ARK Investment Management press release)

What’s next

Intuitive Machines is expected to provide an update on its upcoming lunar missions and contract awards in the next quarterly earnings report.

The takeaway

ARK Investment's increased stake in Intuitive Machines underscores the growing investor interest in the commercial space industry and the potential for innovative companies like Intuitive Machines to capitalize on the expanding opportunities in lunar exploration.