LMT icon

Lockheed Martin
LMT

Overview Fund Activity

2,430 hedge funds and large institutions have $83.2B invested in Lockheed Martin in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 918 increasing their positions, 897 reducing their positions, and 108 closing their positions.

Holders
2,430
Holders Change
+176
Holders Change %
+7.81%
% of All Funds
35.63%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.75%
New
313
Increased
918
Reduced
897
Closed
108
Calls
$2.11B
Puts
$2.15B
Net Calls
-$41.4M
Net Calls Change
-$179M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.72B
2
BlackRock
2
BlackRock
New York
$8.23B
3
Deutsche Bank
3
Deutsche Bank
Germany
$383M
4
Franklin Resources
4
Franklin Resources
California
$1.17B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$333M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.97B
3
Capital World Investors
3
Capital World Investors
California
$2.28B
4
CWP
4
Capital Wealth Planning
Florida
$605K
5
State Street
5
State Street
Massachusetts
$16.8B
Name Market Value Shares Shares
Change 		Shares
Change %
LW
351
Linscomb Wealth
Texas
$10.9M 24,106 -695 -3%
AA
352
Apriem Advisors
California
$10.9M 23,986 -1,118 -4%
GFG
353
Greystone Financial Group
Michigan
$10.5M 23,227 -355 -2%
NCM
354
Narwhal Capital Management
Georgia
$10.5M 23,106 +4,064 +21%
UAS
355
United Asset Strategies
New York
$10.4M 22,994 +326 +1%
PMG
356
ProVise Management Group
Florida
$10.4M 22,883 +960 +4%
IAA
357
Independent Advisor Alliance
North Carolina
$10.4M 22,864 -1,255 -5%
BBA
358
BLB&B Advisors
Pennsylvania
$10.3M 22,807 +3,482 +18%
VHAM
359
Van Hulzen Asset Management
California
$10.2M 22,593 -166 -0.7%
EGA
360
Eagle Global Advisors
Texas
$10.1M 22,309 -644 -3%
CFIA
361
Cantor Fitzgerald Investment Advisors
New York
$10.1M 22,246 +22,246 New
JIC
362
Johnson Investment Counsel
Ohio
$10M 22,159 +381 +2%
WHG
363
Westwood Holdings Group
Texas
$10M 22,067 +8,053 +57%
Wealthfront Advisers
364
Wealthfront Advisers
California
$9.93M 21,909 +2,195 +11%
YCM
365
Yousif Capital Management
Michigan
$9.92M 21,890 -1,556 -7%
WFG
366
Wills Financial Group
Virginia
$9.92M 21,886 +336 +2%
SG Americas Securities
367
SG Americas Securities
New York
$9.9M 21,846 +13,890 +175%
JWM
368
Jeppson Wealth Management
California
$9.86M 21,751 -81 -0.4%
Pacer Advisors
369
Pacer Advisors
Pennsylvania
$9.85M 21,742 +7,000 +47%
SMDAM
370
Sumitomo Mitsui DS Asset Management
Japan
$9.74M 21,491 +403 +2%
BSW
371
Buckingham Strategic Wealth
Missouri
$9.7M 21,401 -598 -3%
CAC
372
Core Alternative Capital
Georgia
$9.68M 21,359 -4,000 -16%
JIP
373
Jaffetilchin Investment Partners
Florida
$9.66M 21,322 +1,017 +5%
AI
374
Atria Investments
North Carolina
$9.64M 21,270 -487 -2%
DC
375
Davenport & Co
Virginia
$9.57M 21,108 -49 -0.2%
13 14
15
16 17