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, Q4 2021
Institutional positions in Lockheed Martin Corp as of Dec 31, 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
- 2,063
- +181 vs. Q3 2021
- Shares held
- 210.6M
- +7.27M (+3.6%) vs. Q3 2021
- Total value
- $71.5B
- +$1.34B (+1.9%) vs. Q3 2021
- New holders
- 318
- 758 more added
- Sold out
- 137
- 769 more reduced
40 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WESPAC Advisors SoCal, LLC | 3,215 | $1.24M | 0.38% | −40−1.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,513 | $1.25M | 0.36% | −450−11.4% | Reduced |
| Illinois Municipal Retirement Fund | 3,515 | $1.25M | 0.03% | +751+27.2% | Added |
| Archford Capital Strategies, LLC | 3,520 | $1.25M | 0.29% | +84+2.4% | Added |
| Schmidt P J Investment Management Inc | 3,219 | $1.25M | 0.25% | −411−11.3% | Reduced |
| Engineers Gate Manager LP | 3,543 | $1.26M | 0.06% | +1,692+91.4% | Added |
| TCM Advisors, LLC | 3,519 | $1.26M | 1.12% | +3,519 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,555 | $1.26M | 0.31% | +2+0.1% | Added |
| Ameritas Investment Partners, Inc. | 3,554 | $1.26M | 0.04% | +62+1.8% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,561 | $1.27M | 0.47% | −1,879−34.5% | Reduced |
| BDO Wealth Advisors, LLC | 3,565 | $1.27M | 0.13% | −102−2.8% | Reduced |
| Golden State Wealth Management, LLC | 3,582 | $1.27M | 0.22% | −1,564−30.4% | Reduced |
| Chase Investment Counsel Corp | 3,585 | $1.27M | 0.51% | +141+4.1% | Added |
| Aull & Monroe Investment Management Corp | 3,602 | $1.28M | 0.57% | −62−1.7% | Reduced |
| Sabal Trust CO | 3,603 | $1.28M | 0.08% | −175−4.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,611 | $1.28M | 0.24% | −160−4.2% | Reduced |
| Roberts Glore & Co Inc | 3,614 | $1.28M | 0.34% | +173+5.0% | Added |
| PBMares Wealth Management LLC | 3,624 | $1.29M | 0.55% | +24+0.7% | Added |
| Sawtooth Solutions, LLC | 3,628 | $1.29M | 0.14% | +1,584+77.5% | Added |
| Ronit Capital LLP | 3,650 | $1.30M | 1.95% | −400−9.9% | Reduced |
| Doliver Advisors, LP | 3,334 | $1.30M | 0.41% | −344−9.4% | Reduced |
| First Foundation Advisors | 3,651 | $1.30M | 0.04% | +107+3.0% | Added |
| Johnson Financial Group, Inc. | 3,658 | $1.30M | 0.08% | −484−11.7% | Reduced |
| Forum Financial Management, LP | 3,665 | $1.30M | 0.07% | +3,665 | New |
| Rehmann Capital Advisory Group | 3,670 | $1.30M | 0.12% | −716−16.3% | Reduced |
| Pflug Koory, LLC | 3,683 | $1.31M | 0.66% | 00.0% | Unchanged |
| AGF Investments LLC | 3,684 | $1.31M | 0.11% | +626+20.5% | Added |
| Acropolis Investment Management, LLC | 3,690 | $1.31M | 0.12% | −187−4.8% | Reduced |
| Boston Partners | 3,704 | $1.32M | 0.00% | +465+14.4% | Added |
| Voya Financial Advisors, Inc. | 3,727 | $1.32M | 0.15% | +313+9.2% | Added |
| Foundations Investment Advisors, LLC | 3,659 | $1.32M | 0.05% | +1,850+102.3% | Added |
| Brighton Jones LLC | 3,746 | $1.33M | 0.06% | +350+10.3% | Added |
| W Advisors, LLC | 3,753 | $1.33M | 0.99% | +3,753 | New |
| Gries Financial LLC | 3,766 | $1.34M | 0.55% | −3,427−47.6% | Reduced |
| Certified Advisory Corp | 3,775 | $1.34M | 0.30% | −10−0.3% | Reduced |
| Midwest Professional Planners, LTD. | 3,778 | $1.34M | 0.65% | +105+2.9% | Added |
| Financial Consulate, Inc | 3,793 | $1.35M | 0.47% | +10.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 3,801 | $1.35M | 0.53% | +390+11.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,495 | $1.35M | 0.57% | +14+0.4% | Added |
| Lee Johnson Capital Management, LLC | 3,819 | $1.36M | 1.11% | +3,819 | New |
| C2C Wealth Management, LLC | 3,819 | $1.36M | 0.19% | +3,819 | New |
| Sculati Wealth Management, LLC | 3,844 | $1.37M | 0.66% | +240+6.7% | Added |
| Mountain Capital Investment Advisors, Inc | 3,751 | $1.37M | 0.62% | +859+29.7% | Added |
| Signaturefd, LLC | 3,846 | $1.37M | 0.04% | +278+7.8% | Added |
| Crossmark Global Holdings, Inc. | 3,855 | $1.37M | 0.03% | −476−11.0% | Reduced |
| JGP Wealth Management, LLC | 3,834 | $1.37M | 0.26% | +142+3.8% | Added |
| Live Oak Private Wealth LLC | 3,863 | $1.37M | 0.26% | +444+13.0% | Added |
| Intersect Capital LLC | 3,900 | $1.39M | 0.26% | +16+0.4% | Added |
| Trust Co | 3,903 | $1.39M | 0.32% | +97+2.5% | Added |
| Summit Financial, LLC | 3,911 | $1.39M | 0.11% | +977+33.3% | Added |
| Great Diamond Partners, LLC | 3,919 | $1.39M | 0.36% | −1,249−24.2% | Reduced |
| Bollard Group LLC | 3,921 | $1.39M | 0.04% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,924 | $1.40M | 0.84% | +3,924 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,931 | $1.40M | 0.05% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 3,931 | $1.40M | 0.60% | +6+0.2% | Added |
| Schechter Investment Advisors, LLC | 3,948 | $1.40M | 0.13% | +3,948 | New |
| Fca Corp | 3,954 | $1.41M | 0.48% | −852−17.7% | Reduced |
| Stolper Co | 3,959 | $1.41M | 0.63% | +107+2.8% | Added |
| Evernest Financial Advisors, LLC | 3,299 | $1.41M | 0.73% | +3,299 | New |
| Heritage Trust Co | 3,966 | $1.41M | 0.18% | −4,025−50.4% | Reduced |
| Dearborn Partners LLC | 3,969 | $1.41M | 0.05% | +680+20.7% | Added |
| Hudson Valley Investment Advisors Inc | 3,977 | $1.41M | 0.22% | −260−6.1% | Reduced |
| Country Club Trust Company, n.a. | 3,996 | $1.41M | 0.11% | +589+17.3% | Added |
| Harbor Investment Advisory, LLC | 3,981 | $1.42M | 0.18% | −245−5.8% | Reduced |
| JT Stratford LLC | 3,984 | $1.42M | 0.39% | −57−1.4% | Reduced |
| RFG Advisory, LLC | 3,999 | $1.42M | 0.10% | +75+1.9% | Added |
| Thrive Wealth Management, LLC | 3,997 | $1.42M | 0.49% | +3,997 | New |
| Allworth Financial LP | 4,023 | $1.43M | 0.02% | −157−3.8% | Reduced |
| Convergence Investment Partners, LLC | 4,024 | $1.43M | 0.73% | −40−1.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 4,041 | $1.44M | 0.14% | +3,071+316.6% | Added |
| InterOcean Capital Group, LLC | 4,071 | $1.45M | 0.06% | −43−1.0% | Reduced |
| Wealthsource Partners, LLC | 4,073 | $1.45M | 0.12% | −17−0.4% | Reduced |
| Colony Group LLC | 4,080 | $1.45M | 0.03% | −429−9.5% | Reduced |
| Ferris Capital, LLC | 4,079 | $1.45M | 0.32% | 00.0% | Unchanged |
| IBM Retirement Fund | 4,126 | $1.47M | 0.18% | −3,440−45.5% | Reduced |
| Guardian Wealth Management, Inc. | 4,143 | $1.47M | 1.42% | +4,143 | New |
| First Hawaiian Bank | 4,145 | $1.47M | 0.04% | −112−2.6% | Reduced |
| Bangor Savings Bank | 4,147 | $1.47M | 0.14% | +161+4.0% | Added |
| Fort, L.P. | 4,180 | $1.49M | 0.48% | +84+2.1% | Added |
| Citizens Business Bank | 4,195 | $1.49M | 0.18% | +1,001+31.3% | Added |
| Cornerstone Advisory, LLC | 4,207 | $1.50M | 0.22% | −1,080−20.4% | Reduced |
| Investors Research Corp | 4,212 | $1.50M | 0.45% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 4,216 | $1.50M | 0.44% | +522+14.1% | Added |
| Empirical Finance, LLC | 4,227 | $1.50M | 0.18% | +1,120+36.0% | Added |
| Meridian Wealth Management, LLC | 4,228 | $1.50M | 0.16% | −48−1.1% | Reduced |
| Main Street Financial Solutions, LLC | 4,235 | $1.50M | 0.21% | −20.0% | Reduced |
| First Financial Bank - Trust Division | 4,237 | $1.51M | 0.15% | −119−2.7% | Reduced |
| Mystic Asset Management, Inc. | 4,248 | $1.51M | 0.71% | +4,248 | New |
| Brandywine Oak Private Wealth LLC | 4,250 | $1.51M | 0.16% | −333−7.3% | Reduced |
| Segment Wealth Management, LLC | 4,270 | $1.52M | 0.16% | −96−2.2% | Reduced |
| Chiron Capital Management, LLC | 4,310 | $1.53M | 1.11% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,314 | $1.53M | 0.29% | −161−3.6% | Reduced |
| TT International Asset Management LTD | 4,350 | $1.55M | 0.10% | +4,350 | New |
| Investors Asset Management of Georgia Inc | 4,371 | $1.55M | 0.74% | +840+23.8% | Added |
| Rodgers Brothers Inc. | 4,376 | $1.55M | 0.28% | −1,020−18.9% | Reduced |
| Kornitzer Capital Management Inc | 4,379 | $1.56M | 0.02% | −290−6.2% | Reduced |
| Clearstead Advisors, LLC | 4,382 | $1.56M | 0.11% | −460−9.5% | Reduced |
| Windsor Group LTD | 4,333 | $1.57M | 0.29% | +4,333 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,417 | $1.57M | 0.00% | +747+20.4% | Added |
| CNB Bank | 4,438 | $1.58M | 0.86% | +28+0.6% | Added |