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Lockheed Martin

2,909 hedge funds and large institutions have $105B invested in Lockheed Martin in 2026 Q1 according to their latest regulatory filings, with 353 funds opening new positions, 1,061 increasing their positions, 1,124 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 353 | Existing positions closed: 107

58% more funds holding in top 10

Funds holding in top 10: 2641 (+15)

26% more capital invested

Capital invested by funds: $83.1B → $105B (+$21.9B)

7% more funds holding

Funds holding: 2,7202,909 (+189)

1.01% more ownership

Funds ownership: 74.19%75.2% (+1%)

10% more call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.08B

6% less repeat investments, than reductions

Existing positions increased: 1,061 | Existing positions reduced: 1,124

Holders
2,909
Holders Change
+189
Holders Change %
+6.95%
% of All Funds
35.78%
Holding in Top 10
41
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+57.69%
% of All Funds
0.5%
New
353
Increased
1,061
Reduced
1,124
Closed
107
Calls
$2.28B
Puts
$2.08B
Net Calls
+$201M
Net Calls Change
-$870M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$111M +$19.3M +31,400 +21%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$110M -$1.02M -1,648 -0.9%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$108M +$2.91M +4,717 +3%
M&T Bank
104
M&T Bank
New York
$108M -$3.75M -6,095 -3%
SEI Investments
105
SEI Investments
Pennsylvania
$107M +$9.33M +15,153 +9%
Bank of Nova Scotia
106
Bank of Nova Scotia
Ontario, Canada
$107M +$50M +81,115 +85%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$105M -$2.15M -3,494 -2%
Corient Private Wealth
108
Corient Private Wealth
Florida
$104M -$358M -580,542 -77%
Creative Planning
109
Creative Planning
Kansas
$102M +$6.51M +10,568 +7%
Mariner
110
Mariner
Kansas
$101M +$11.7M +18,918 +13%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$100M +$88.8M +144,194 +680%
Cerity Partners
112
Cerity Partners
New York
$99.8M +$12.6M +20,441 +14%
CB
113
Commerce Bank
Missouri
$99.4M +$11.3M +18,389 +13%
LSV Asset Management
114
LSV Asset Management
Illinois
$98.8M -$7.47M -12,120 -7%
FI
115
Focused Investors
California
$98.5M -$2.53M -4,100 -2%
Mitsubishi UFJ Trust & Banking
116
Mitsubishi UFJ Trust & Banking
Japan
$97.8M +$10.8M +17,485 +12%
Korea Investment Corp
117
Korea Investment Corp
South Korea
$92.7M -$13.5M -21,917 -13%
N
118
Natixis
France
$92M +$31.1M +50,432 +50%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$90.3M +$14.2M +22,972 +18%
Osaic Holdings
120
Osaic Holdings
Arizona
$88M +$4.54M +7,374 +5%
Prudential Financial
121
Prudential Financial
New Jersey
$85.4M +$5.27M +8,547 +6%
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$82.9M -$74.7M -121,216 -47%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$81.5M +$38.8M +63,022 +88%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$77.1M -$1.77M -2,879 -2%
WG
125
Welch Group
Alabama
$76.5M -$3.71M -6,028 -5%

LMT Hedge Fund Activity: Q1 2026 in Review

2,909 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2026, worth a combined $105B — up 26% from $83.1B a quarter earlier.

Buyers outnumbered sellers: 353 funds opened new LMT positions and 107 closed out — a net gain of 246 holders — while 1,061 added to existing stakes and 1,124 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $693M. The largest seller was Charles Schwab, cutting an estimated $916M.

  • 2,909 institutional investors held Lockheed Martin (LMT) as of Q1 2026, up from 2,720 in Q4 2025.
  • Funds reported $105B of Lockheed Martin stock for Q1 2026, up 26% quarter-over-quarter.
  • 353 funds opened new Lockheed Martin positions in Q1 2026 and 107 closed out, a net change of +246 holders.
  • The largest Lockheed Martin buyer in Q1 2026 was Capital Research Global Investors, an estimated $693M added.
  • The largest Lockheed Martin seller in Q1 2026 was Charles Schwab, an estimated $916M sold.

Based on aggregated 13F filings for Q1 2026.