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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
35.64%
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 %
State Street
1
State Street
Massachusetts
$16.8B 37,049,916 -420,771 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10B 22,099,137 -203,582 -0.9%
BlackRock
3
BlackRock
New York
$8.23B 18,158,813 +1,339,539 +8%
Morgan Stanley
4
Morgan Stanley
New York
$4.72B 10,412,484 +5,354,248 +106%
Charles Schwab
5
Charles Schwab
California
$2.53B 5,637,923 -49,014 -0.9%
Capital World Investors
6
Capital World Investors
California
$2.28B 5,031,450 -903,922 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.06B 4,559,183 +34,415 +0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.97B 4,351,452 -976,606 -18%
Bank of America
9
Bank of America
North Carolina
$1.45B 3,209,854 -64,287 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.27B 2,807,469 -351,314 -11%
Wells Fargo
11
Wells Fargo
California
$1.17B 2,591,846 -38,474 -1%
Franklin Resources
12
Franklin Resources
California
$1.17B 2,589,447 +336,588 +15%
Northern Trust
13
Northern Trust
Illinois
$1.07B 2,357,709 -30,668 -1%
Ameriprise
14
Ameriprise
Minnesota
$957M 2,120,879 -79,533 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$934M 2,059,849 -3,806 -0.2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$866M 1,909,969 -63,802 -3%
UBS Group
17
UBS Group
Switzerland
$667M 1,471,980 +88,080 +6%
Goldman Sachs
18
Goldman Sachs
New York
$603M 1,331,138 +234,058 +21%
Invesco
19
Invesco
Georgia
$575M 1,268,499 +13,233 +1%
Stifel Financial
20
Stifel Financial
Missouri
$540M 1,192,352 +226 +0%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$471M 1,038,161 +27,349 +3%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$448M 989,248 -11,309 -1%
Legal & General Group
23
Legal & General Group
United Kingdom
$420M 927,721 -202,075 -18%
Deutsche Bank
24
Deutsche Bank
Germany
$383M 844,348 +371,711 +79%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$358M 789,184 +23,566 +3%
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