Which funds own LMT
Lockheed Martin Corp in the Q2 2026 filings. 16 of the 94 managers on file reported a position, worth $5.4bn between them. Few of the managers on file hold it, so a position here is closer to a view than to a default. The quarter went one way: 12 managers opened or added against 6 cutting.
- Managers holding
- 16
- of 94 on file
- Combined value
- $5.4bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 10
- already held
- Trimmed or sold out
- 6
- 3 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Invesco Ltd Long-only · $1264bn book | $1.2bn | 0.1% | 2,426,642 | +$52m+467,153 | Added |
| Capital World Investors Long-only · $846bn book | $940m | 0.1% | 1,844,218 | -$191m-26,535 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $800m | 0.6% | 1,569,836 | -$16m+220,664 | Added |
| AQR Capital Management LLC Quantitative · $287bn book | $702m | 0.2% | 1,376,925 | -$210m-130,861 | Trimmed |
| Capital Research Global Investors Long-only · $717bn book | $631m | 0.1% | 1,238,537 | -$254m-226,458 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $291m | 0.7% | 570,452 | +$71m+207,368 | Added |
| Janus Henderson Group Ltd Long-only · $209bn book · Q1 2026 filing | $273m | 0.1% | 451,276 | +$267m+438,732 | Added |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $189m | 0.2% | 371,607 | +$6.1m+68,458 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $152m | 0.2% | 298,520 | +$34m+103,880 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $66m | 0.3% | 130,236 | +$35m+77,745 | Added |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $51m | 0.2% | 100,502 | +$22m+52,372 | Added |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $39m | 0.1% | 76,600 | +$19m+43,605 | Added |
| Markel Group Inc Activist · $13.1bn book | $33m | 0.3% | 65,213 | -$6.2m0 | Held |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $27m | 0.2% | 53,493 | opened53,493 | New |
| ARK Investment Management LLC Long-only · $15.4bn book | $7.5m | 0.0% | 14,806 | -$500k+1,539 | Added |
| Caxton Associates LLP Macro · $5.3bn book | $2.9m | 0.1% | 5,725 | opened5,725 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Artisan Partners LP · Long-only$117m held before
- Rokos Capital Management LLP · Macro$62m held before
- Element Capital Management LLC · Macro$17m held before
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- ExodusPoint Capital Management LP · calls$20m notional
- Eisler Capital Management Ltd · calls$13m notional
What LMT is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around LMT →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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