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; 2,796 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 | 2,796 | $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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 743 | $256.0K | 0.03% | +5+0.7% | Added |
| Kalos Management, Inc. | 752 | $256.0K | 0.07% | +37+5.2% | Added |
| Equitable Trust Co | 745 | $257.0K | 0.02% | −140−15.8% | Reduced |
| NTV Asset Management LLC | 744 | $257.0K | 0.04% | +105+16.4% | Added |
| Occidental Asset Management, LLC | 747 | $258.0K | 0.07% | 00.0% | Unchanged |
| Camden National Bank | 747 | $258.0K | 0.05% | +747 | New |
| Prostatis Group LLC | 748 | $258.1K | 0.15% | −197−20.8% | Reduced |
| Carolinas Wealth Consulting LLC | 751 | $259.0K | 0.06% | −123−14.1% | Reduced |
| Stewart & Patten Co LLC | 750 | $259.0K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 751 | $259.0K | 0.08% | 00.0% | Unchanged |
| David Loasby | 751 | $259.0K | 0.03% | +18+2.5% | Added |
| Navis Wealth Advisors, LLC | 750 | $259.0K | 0.22% | +150+25.0% | Added |
| Stony Point Wealth Management Inc. | 757 | $261.0K | 0.16% | +757 | New |
| Concord Wealth Partners | 758 | $262.0K | 0.11% | −505−40.0% | Reduced |
| SFMG, LLC | 765 | $264.0K | 0.03% | +18+2.4% | Added |
| Southland Equity Partners LLC | 766 | $264.2K | 0.12% | +11+1.5% | Added |
| Brown Advisory Securities, LLC | 769 | $265.0K | 0.08% | −667−46.4% | Reduced |
| Compagnie Lombard Odier SCmA | 770 | $266.0K | 0.01% | 00.0% | Unchanged |
| Dodge & Cox | 775 | $267.0K | 0.00% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 779 | $268.0K | 0.07% | +5+0.6% | Added |
| Marotta Asset Management | 777 | $268.1K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 781 | $270.0K | 0.06% | +130+20.0% | Added |
| Stonebridge Capital Advisors LLC | 784 | $271.0K | 0.03% | +467+147.3% | Added |
| Court Place Advisors, LLC | 788 | $272.0K | 0.08% | +150+23.5% | Added |
| Schnieders Capital Management LLC | 790 | $273.0K | 0.07% | +27+3.5% | Added |
| J. W. Coons Advisors, LLC | 792 | $274.0K | 0.09% | 00.0% | Unchanged |
| Addison Capital Co | 793 | $274.0K | 0.13% | +793 | New |
| Hudson Value Partners, LLC | 796 | $275.0K | 0.15% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 800 | $276.0K | 0.04% | −40−4.8% | Reduced |
| Salem Investment Counselors Inc | 799 | $276.0K | 0.02% | −4−0.5% | Reduced |
| Red Wave Investments LLC | 803 | $277.0K | 0.10% | −18−2.2% | Reduced |
| Allred Capital Management, LLC | 802 | $277.0K | 0.14% | +1+0.1% | Added |
| KB Financial Partners, LLC | 802 | $277.0K | 0.10% | +91+12.8% | Added |
| Bailard, Inc. | 804 | $277.0K | 0.01% | +167+26.2% | Added |
| PSI Advisors, LLC | 802 | $277.0K | 0.13% | +802 | New |
| Graypoint LLC | 806 | $278.0K | 0.03% | +20+2.5% | Added |
| Financial Management Network Inc | 810 | $280.0K | 0.14% | +26+3.3% | Added |
| Nwam LLC | 814 | $281.0K | 0.03% | +6+0.7% | Added |
| Accel Wealth Management | 814 | $281.0K | 0.18% | +4+0.5% | Added |
| MCF Advisors LLC | 813 | $281.0K | 0.03% | +15+1.9% | Added |
| FFT Wealth Management LLC | 817 | $282.0K | 0.03% | +16+2.0% | Added |
| Carl P. Sherr & Co., LLC | 821 | $283.0K | 0.23% | −154−15.8% | Reduced |
| Lindbrook Capital, LLC | 821 | $283.0K | 0.07% | −28−3.3% | Reduced |
| Boston Common Asset Management, LLC | 819 | $283.0K | 0.01% | +11+1.4% | Added |
| Titus Wealth Management | 822 | $283.0K | 0.15% | +12+1.5% | Added |
| Gilbert & Cook, Inc. | 823 | $284.0K | 0.05% | +3+0.4% | Added |
| Biltmore Family Office, LLC | 830 | $286.0K | 0.07% | −50−5.7% | Reduced |
| Sheets Smith Wealth Management | 831 | $287.0K | 0.04% | −31−3.6% | Reduced |
| IVC Wealth Advisors LLC | 832 | $287.0K | 0.20% | +46+5.9% | Added |
| StrongBox Wealth, LLC | 833 | $288.0K | 0.16% | −8−1.0% | Reduced |
| Parcion Private Wealth LLC | 795 | $290.0K | 0.03% | +27+3.5% | Added |
| Bienville Capital Management, LLC | 844 | $291.0K | 0.17% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 845 | $292.0K | 0.24% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 850 | $293.0K | 0.12% | 00.0% | Unchanged |
| Avestar Capital, LLC | 852 | $294.0K | 0.06% | −380−30.8% | Reduced |
| Accredited Investors Inc. | 852 | $294.0K | 0.03% | +13+1.5% | Added |
| Tiemann Investment Advisors, LLC | 854 | $295.0K | 0.14% | −50−5.5% | Reduced |
| Old Port Advisors | 844 | $295.0K | 0.11% | +25+3.1% | Added |
| Riverview Trust Co | 857 | $296.0K | 0.31% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 859 | $296.0K | 0.03% | +150+21.2% | Added |
| Intercontinental Wealth Advisors, LLC | 862 | $297.0K | 0.07% | −74−7.9% | Reduced |
| JFG Wealth Management, LLC | 861 | $297.0K | 0.14% | 00.0% | Unchanged |
| Exane Derivatives | 867 | $299.2K | 0.07% | −841−49.2% | Reduced |
| Versor Investments LP | 870 | $300.0K | 0.01% | −203−18.9% | Reduced |
| Claraphi Advisory Network, LLC | 876 | $302.0K | 0.11% | −498−36.2% | Reduced |
| Green Harvest Asset Management LLC | 674 | $302.0K | 0.05% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 881 | $304.0K | 0.02% | −22,037−96.2% | Reduced |
| Baker Ellis Asset Management LLC | 850 | $304.0K | 0.06% | −410−32.5% | Reduced |
| Eudaimonia Partners, LLC | 882 | $305.0K | 0.06% | +26+3.0% | Added |
| Berkshire Bank | 885 | $306.0K | 0.07% | −70−7.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 887 | $306.0K | 0.15% | −12−1.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 887 | $306.0K | 0.08% | +335+60.7% | Added |
| Joel Isaacson & Co., LLC | 889 | $307.0K | 0.02% | −131−12.8% | Reduced |
| Johnson Financial Group, LLC | 894 | $308.0K | 0.06% | −375−29.6% | Reduced |
| Genesee Capital Advisors, LLC | 892 | $308.0K | 0.15% | +892 | New |
| Gryphon Financial Partners LLC | 894 | $309.0K | 0.07% | −166−15.7% | Reduced |
| Bell Bank | 896 | $309.0K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 900 | $310.0K | 0.01% | −16−1.7% | Reduced |
| Balentine LLC | 898 | $310.0K | 0.01% | +898 | New |
| Studio Investment Management LLC | 899 | $310.0K | 0.13% | +899 | New |
| ERTS Wealth Advisors, LLC | 900 | $311.0K | 0.08% | +116+14.8% | Added |
| Copperleaf Capital, LLC | 900 | $311.0K | 0.30% | +900 | New |
| Inspire Advisors, LLC | 904 | $312.0K | 0.10% | +9+1.0% | Added |
| PDS Planning, Inc | 904 | $312.0K | 0.07% | +101+12.6% | Added |
| Select Asset Management & Trust | 907 | $313.0K | 0.23% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 910 | $314.0K | 0.02% | −7−0.8% | Reduced |
| Newport Wealth Strategies, Inc. | 911 | $314.0K | 0.19% | +4+0.4% | Added |
| Lion Street Advisors, LLC | 921 | $315.0K | 0.17% | +921 | New |
| Element Pointe Advisors, LLC | 915 | $316.0K | 0.11% | −3,304−78.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 917 | $316.0K | 0.07% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 918 | $317.0K | 0.04% | +19+2.1% | Added |
| Delta Asset Management LLC | 921 | $318.0K | 0.03% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 921 | $318.0K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 926 | $319.0K | 0.04% | +101+12.2% | Added |
| Henshaw Capital LLC | 926 | $319.7K | 0.02% | +7+0.8% | Added |
| Mosaic Family Wealth, LLC | 928 | $320.0K | 0.09% | −9−1.0% | Reduced |
| Emerald Advisors, LLC | 930 | $321.0K | 0.09% | +54+6.2% | Added |
| Asset Management Corp | 932 | $322.0K | 0.20% | +6+0.6% | Added |
| Wealth Management Associates, Inc. | 934 | $322.3K | 0.19% | +92+10.9% | Added |
| Dakota Wealth Management | 936 | $323.0K | 0.04% | −364−28.0% | Reduced |