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Lockheed Martin

2,427 hedge funds and large institutions have $81.5B invested in Lockheed Martin in 2024 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,051 increasing their positions, 868 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

33% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.44B

21% more repeat investments, than reductions

Existing positions increased: 1,051 | Existing positions reduced: 868

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more capital invested

Capital invested by funds: $80B → $81.5B (+$1.41B)

0% more funds holding

Funds holding: 2,4162,427 (+11)

0.17% less ownership

Funds ownership: 72.91%72.74% (-0.17%)

Holders
2,427
Holders Change
+11
Holders Change %
+0.46%
% of All Funds
35.05%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
158
Increased
1,051
Reduced
868
Closed
117
Calls
$1.91B
Puts
$1.44B
Net Calls
+$468M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$63.7M -$970K -2,098 -2%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$63.1M +$150K +324 +0.2%
UM
103
UniSuper Management
Australia
$61.3M +$2.5M +5,410 +4%
EIP
104
Epoch Investment Partners
New York
$61.2M -$2.57M -5,562 -4%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$60.8M +$957K +2,071 +2%
Cerity Partners
106
Cerity Partners
New York
$60.7M +$1.23M +2,669 +2%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$60.3M +$5.18M +11,219 +10%
WorldQuant Millennium Advisors
108
WorldQuant Millennium Advisors
New York
$59.5M -$1.72M -3,731 -3%
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$58.7M +$764K +1,654 +1%
DCM
110
Donaldson Capital Management
Indiana
$57.8M -$14.3K -31 -0%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$56.9M -$2.06M -4,457 -4%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$56.4M +$240K +519 +0.4%
Osaic Holdings
113
Osaic Holdings
Arizona
$55.8M -$6.44M -13,945 -10%
WG
114
Welch Group
Alabama
$54.5M +$646K +1,398 +1%
FFB
115
First Financial Bankshares
Texas
$53.1M -$197K -426 -0.4%
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$52.2M +$51.7M +111,797 New
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$52M -$36.3M -78,601 -41%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$50.5M -$4.29M -9,290 -8%
ZIM
119
Zacks Investment Management
Illinois
$50.4M +$510K +1,104 +1%
MWM
120
Moran Wealth Management
Florida
$49.8M +$15.5M +33,454 +46%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$49.6M -$16M -34,716 -25%
FWIA
122
Fort Washington Investment Advisors
Ohio
$48.9M -$176K -381 -0.4%
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$48.8M +$41.7M +90,307 +639%
Creative Planning
124
Creative Planning
Kansas
$48.1M +$2.49M +5,390 +6%
SIG
125
Stonegate Investment Group
Alabama
$48M +$1.65M +3,576 +4%

LMT Hedge Fund Activity: Q2 2024 in Review

2,427 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2024, worth a combined $81.5B — up 1.8% from $80B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new LMT positions and 117 closed out — a net gain of 41 holders — while 1,051 added to existing stakes and 868 trimmed.

The largest buyer was Millennium Management, adding an estimated $227M. The largest seller was BlackRock, cutting an estimated $721M.

  • 2,427 institutional investors held Lockheed Martin (LMT) as of Q2 2024, up from 2,416 in Q1 2024.
  • Funds reported $81.5B of Lockheed Martin stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 158 funds opened new Lockheed Martin positions in Q2 2024 and 117 closed out, a net change of +41 holders.
  • The largest Lockheed Martin buyer in Q2 2024 was Millennium Management, an estimated $227M added.
  • The largest Lockheed Martin seller in Q2 2024 was BlackRock, an estimated $721M sold.

Based on aggregated 13F filings for Q2 2024.