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Lockheed Martin

2,599 hedge funds and large institutions have $102B invested in Lockheed Martin in 2024 Q3 according to their latest regulatory filings, with 288 funds opening new positions, 946 increasing their positions, 997 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 86

56% more funds holding in top 10

Funds holding in top 10: 4875 (+27)

28% more call options, than puts

Call options by funds: $2.55B | Put options by funds: $1.99B

25% more capital invested

Capital invested by funds: $81.5B → $102B (+$20.3B)

7% more funds holding

Funds holding: 2,4282,599 (+171)

0.96% more ownership

Funds ownership: 72.74%73.7% (+0.96%)

5% less repeat investments, than reductions

Existing positions increased: 946 | Existing positions reduced: 997

Holders
2,599
Holders Change
+171
Holders Change %
+7.04%
% of All Funds
37.32%
Holding in Top 10
75
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+56.25%
% of All Funds
1.08%
New
288
Increased
946
Reduced
997
Closed
86
Calls
$2.55B
Puts
$1.99B
Net Calls
+$560M
Net Calls Change
+$91.8M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$20.7B -$352M -655,559 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.5B +$16M +29,737 +0.1%
BlackRock
3
BlackRock
New York
$10.4B +$378M +704,322 +4%
Charles Schwab
4
Charles Schwab
California
$3.71B -$250M -466,215 -7%
Morgan Stanley
5
Morgan Stanley
New York
$3.18B +$71.8M +133,790 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.82B +$45.1M +83,997 +2%
Capital World Investors
7
Capital World Investors
California
$2.27B -$4.77M -8,889 -0.2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.98B +$113M +209,591 +7%
Bank of America
9
Bank of America
North Carolina
$1.93B +$6.02M +11,220 +0.3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.8B +$129M +240,306 +8%
Wells Fargo
11
Wells Fargo
California
$1.46B -$23.1M -43,046 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.31B +$102M +189,858 +9%
Franklin Resources
13
Franklin Resources
California
$1.27B -$115M -213,335 -9%
Northern Trust
14
Northern Trust
Illinois
$1.24B -$26.9M -50,107 -2%
Ameriprise
15
Ameriprise
Minnesota
$1.16B +$24.8M +46,225 +2%
Invesco
16
Invesco
Georgia
$1.06B +$77.9M +145,145 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.01B -$30.5M -56,812 -3%
UBS Group
18
UBS Group
Switzerland
$975M -$24.6M -45,856 -3%
Stifel Financial
19
Stifel Financial
Missouri
$708M -$9.56M -17,807 -1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$704M +$18.7M +34,841 +3%
Goldman Sachs
21
Goldman Sachs
New York
$700M -$60.7M -113,002 -9%
Barclays
22
Barclays
United Kingdom
$621M +$185M +344,673 +48%
Legal & General Group
23
Legal & General Group
United Kingdom
$582M -$16.1M -30,070 -3%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$493M -$6.17M -11,500 -1%
JP Morgan Chase
25
JP Morgan Chase
New York
$477M +$22.2M +41,420 +5%

LMT Hedge Fund Activity: Q3 2024 in Review

2,599 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2024, worth a combined $102B — up 25% from $81.5B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new LMT positions and 86 closed out — a net gain of 202 holders — while 946 added to existing stakes and 997 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $836M. The largest seller was State Street, cutting an estimated $352M.

  • 2,599 institutional investors held Lockheed Martin (LMT) as of Q3 2024, up from 2,428 in Q2 2024.
  • Funds reported $102B of Lockheed Martin stock for Q3 2024, up 25% quarter-over-quarter.
  • 288 funds opened new Lockheed Martin positions in Q3 2024 and 86 closed out, a net change of +202 holders.
  • The largest Lockheed Martin buyer in Q3 2024 was International Assets Investment Management, an estimated $836M added.
  • The largest Lockheed Martin seller in Q3 2024 was State Street, an estimated $352M sold.

Based on aggregated 13F filings for Q3 2024.