Lockheed Martin Corp
LMT- Exchange
- NYSE
- Industry
- Guided Missiles & Space Vehicles & Parts
- SEC CIK
- 0000936468
In the last 90 days, Lockheed Martin Corp insiders filed 0 open-market purchases and 2 sales; 2,795 institutions reported holding it in 13F filings for Q2 2026, worth $88.3B in total; superinvestors Markel Group and ARK Invest hold it.
13F holders, Q3 2021
Institutional positions in Lockheed Martin Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,922
- −31 vs. Q2 2021
- Shares held
- 203.6M
- −2.67M (−1.3%) vs. Q2 2021
- Total value
- $70.3B
- −$7.59B (−9.8%) vs. Q2 2021
- New holders
- 111
- 916 more added
- Sold out
- 142
- 624 more reduced
33 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,795 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $76.4B |
| Q2 2022 | 2,182 | $85.6B |
| Q1 2022 | 2,180 | $88.2B |
| Q4 2021 | 2,063 | $71.5B |
| Q3 2021 | 1,922 | $70.3B |
| Q2 2021 | 1,986 | $78.0B |
| Q1 2021 | 1,956 | $77.7B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 577 | $199.0K | 0.03% | −200−25.7% | Reduced |
| White Lighthouse Investment Management Inc. | 580 | $200.0K | 0.05% | +40+7.4% | Added |
| Main Street Research LLC | 580 | $200.0K | 0.02% | +580 | New |
| Aveo Capital Partners, LLC | 580 | $200.0K | 0.04% | +580 | New |
| Hartline Investment Corp | 581 | $201.0K | 0.03% | −24−4.0% | Reduced |
| CPWM, LLC | 581 | $201.0K | 0.02% | −9−1.5% | Reduced |
| Aua Capital Management, LLC | 584 | $202.0K | 0.13% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 584 | $202.0K | 0.02% | +36+6.6% | Added |
| Telos Capital Management, Inc. | 586 | $203.0K | 0.03% | −13−2.2% | Reduced |
| Consolidated Planning Corp | 589 | $203.0K | 0.13% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 587 | $203.0K | 0.05% | +587 | New |
| McMillion Capital Management Inc | 590 | $204.0K | 0.12% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 550 | $204.0K | 0.12% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 595 | $205.0K | 0.08% | −125−17.4% | Reduced |
| First Pacific Advisors, LP | 594 | $205.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 593 | $205.0K | 0.03% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 599 | $206.0K | 0.06% | −7−1.2% | Reduced |
| Signet Financial Management, LLC | 597 | $206.0K | 0.04% | +597 | New |
| Rosenberg Matthew Hamilton | 600 | $207.0K | 0.08% | −121−16.8% | Reduced |
| Gould Asset Management LLC | 600 | $207.0K | 0.06% | −23−3.7% | Reduced |
| Adell Harriman & Carpenter Inc | 601 | $207.4K | 0.02% | +601 | New |
| Keeler Thomas Management LLC | 604 | $208.0K | 0.10% | 00.0% | Unchanged |
| Old North State Trust, LLC | 602 | $208.0K | 0.19% | 00.0% | Unchanged |
| Ellevest, Inc. | 602 | $208.0K | 0.02% | +4+0.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 605 | $209.0K | 0.08% | +605 | New |
| Spinnaker Trust | 609 | $210.0K | 0.01% | −2,250−78.7% | Reduced |
| Fulcrum Equity Management | 609 | $210.0K | 0.08% | +13+2.2% | Added |
| Summit Wealth Partners, LLC | 610 | $210.5K | 0.05% | +8+1.3% | Added |
| 6 Meridian | 611 | $211.0K | 0.02% | −4,629−88.3% | Reduced |
| Rock Point Advisors, LLC | 610 | $211.0K | 0.06% | 00.0% | Unchanged |
| Stevard, LLC | 612 | $211.0K | 0.17% | +9+1.5% | Added |
| Rinet Co LLC | 612 | $211.0K | 0.04% | +612 | New |
| Marshall Financial Group LLC | 615 | $212.0K | 0.11% | 00.0% | Unchanged |
| Touchstone Capital, Inc. | 613 | $212.0K | 0.19% | 00.0% | Unchanged |
| Montecito Bank & Trust | 618 | $213.0K | 0.04% | +27+4.6% | Added |
| Heritage Wealth Management, LLC | 620 | $214.0K | 0.08% | −1,384−69.1% | Reduced |
| Ambassador Advisors, LLC | 623 | $215.0K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 622 | $215.0K | 0.14% | 00.0% | Unchanged |
| Laffer Tengler Investments | 625 | $215.8K | 0.06% | +457+272.0% | Added |
| Hilton Capital Management, LLC | 626 | $216.0K | 0.02% | −103−14.1% | Reduced |
| CCG Wealth Management, LLC | 630 | $217.0K | 0.13% | −75−10.6% | Reduced |
| Northside Capital Management, LLC | 629 | $217.0K | 0.06% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 628 | $217.0K | 0.01% | +57+10.0% | Added |
| Woodward Diversified Capital, LLC | 632 | $218.0K | 0.14% | +40+6.8% | Added |
| Camden Capital, LLC | 633 | $219.0K | 0.04% | −38−5.7% | Reduced |
| Janney Capital Management LLC | 638 | $220.0K | 0.01% | +8+1.3% | Added |
| Fermata Advisors, LLC | 638 | $221.0K | 0.10% | −17−2.6% | Reduced |
| CAMG Solamere Management, LLC | 644 | $222.0K | 0.18% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 642 | $222.0K | 0.03% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 645 | $222.6K | 0.18% | −19−2.9% | Reduced |
| WealthTrust Axiom LLC | 646 | $223.0K | 0.08% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 645 | $223.0K | 0.00% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 650 | $224.0K | 0.12% | −5,431−89.3% | Reduced |
| DAGCO, Inc. | 649 | $224.0K | 0.10% | −506−43.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 649 | $224.0K | 0.07% | −150−18.8% | Reduced |
| Northstar Asset Management LLC | 650 | $224.0K | 0.06% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 653 | $225.0K | 0.17% | −113−14.8% | Reduced |
| Ingalls & Snyder LLC | 652 | $225.0K | 0.01% | −25−3.7% | Reduced |
| Acas, LLC | 659 | $227.0K | 0.32% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 659 | $228.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 660 | $228.0K | 0.02% | +103+18.5% | Added |
| Valtinson Bruner Financial Planning LLC | 618 | $229.0K | 0.13% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 673 | $232.0K | 0.15% | −70−9.4% | Reduced |
| Allegheny Financial Group LTD | 672 | $232.0K | 0.11% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 671 | $232.0K | 0.06% | +671 | New |
| Highland Private Wealth Management | 674 | $233.0K | 0.03% | −73−9.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 676 | $233.0K | 0.01% | +676 | New |
| Ipswich Investment Management Co., Inc. | 679 | $234.0K | 0.06% | −90−11.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 677 | $234.0K | 0.06% | +144+27.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 680 | $235.0K | 0.09% | −4−0.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 681 | $235.0K | 0.15% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 687 | $237.0K | 0.12% | −47−6.4% | Reduced |
| Karpas Strategies, LLC | 729 | $238.0K | 0.08% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 694 | $239.0K | 0.11% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 695 | $240.0K | 0.03% | +695 | New |
| Soltis Investment Advisors LLC | 699 | $241.0K | 0.04% | −3,055−81.4% | Reduced |
| Howard Wealth Management, LLC | 699 | $241.0K | 0.13% | −5−0.7% | Reduced |
| FLC Capital Advisors | 701 | $242.0K | 0.07% | 00.0% | Unchanged |
| City Holding Co | 701 | $242.0K | 0.04% | +58+9.0% | Added |
| Terra Nova Asset Management LLC | 704 | $243.0K | 0.20% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 704 | $243.0K | 0.03% | +61+9.5% | Added |
| Chilton Capital Management LLC | 707 | $244.0K | 0.01% | −231−24.6% | Reduced |
| CMG Global Holdings, LLC | 707 | $244.0K | 0.18% | −8−1.1% | Reduced |
| Old Second National Bank of Aurora | 706 | $244.0K | 0.07% | +13+1.9% | Added |
| Yorktown Management & Research Co Inc | 710 | $245.0K | 0.18% | +710 | New |
| Powell Investment Advisors, LLC | 713 | $246.0K | 0.15% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 712 | $246.0K | 0.05% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 715 | $247.0K | 0.08% | −65−8.3% | Reduced |
| Summit Financial Strategies, Inc. | 716 | $247.0K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 718 | $248.0K | 0.07% | −38−5.0% | Reduced |
| BKD Wealth Advisors, LLC | 720 | $248.0K | 0.01% | +13+1.8% | Added |
| Wrapmanager Inc | 721 | $249.0K | 0.06% | −29−3.9% | Reduced |
| Capital Advisors, Ltd. LLC | 721 | $249.0K | 0.04% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 725 | $250.0K | 0.03% | +725 | New |
| DT Investment Partners, LLC | 737 | $254.0K | 0.03% | −737−50.0% | Reduced |
| Payden & Rygel | 740 | $255.0K | 0.01% | −49,660−98.5% | Reduced |
| Royal Fund Management, LLC | 741 | $255.0K | 0.04% | −81−9.9% | Reduced |
| Fairhaven Wealth Management, LLC | 739 | $255.0K | 0.11% | 00.0% | Unchanged |
| LVW Advisors, LLC | 741 | $256.0K | 0.04% | −30−3.9% | Reduced |
| McDaniel Terry & Co | 742 | $256.0K | 0.03% | 00.0% | Unchanged |