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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 4,442 | $1.58M | 0.03% | −24−0.5% | Reduced |
| Private Trust Co NA | 4,449 | $1.58M | 0.22% | −1,412−24.1% | Reduced |
| Independent Financial Group, LLC | 4,459 | $1.58M | 0.13% | +2,132+91.6% | Added |
| Excalibur Management Corp | 4,462 | $1.59M | 0.64% | +133+3.1% | Added |
| Founders Financial Securities LLC | 4,471 | $1.59M | 0.29% | +109+2.5% | Added |
| Zurich Insurance Group Ltd | 4,500 | $1.60M | 0.02% | 00.0% | Unchanged |
| Leisure Capital Management | 4,503 | $1.60M | 0.74% | +1,427+46.4% | Added |
| Telemus Capital, LLC | 4,512 | $1.60M | 0.13% | +90+2.0% | Added |
| Krilogy Financial LLC | 4,524 | $1.61M | 0.16% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,550 | $1.62M | 0.65% | −429−8.6% | Reduced |
| Anchor Investment Management, LLC | 4,556 | $1.62M | 0.20% | +1,171+34.6% | Added |
| First City Capital Management, Inc. | 4,160 | $1.62M | 0.91% | −261−5.9% | Reduced |
| Nomura Holdings Inc | 4,577 | $1.63M | 0.01% | −2,783−37.8% | Reduced |
| Castellan Group, LLC | 4,600 | $1.64M | 1.13% | +550+13.6% | Added |
| Exeter Financial, LLC | 4,512 | $1.64M | 0.90% | −306−6.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,618 | $1.64M | 0.13% | +996+27.5% | Added |
| EP Wealth Advisors, LLC | 4,619 | $1.64M | 0.04% | +121+2.7% | Added |
| Redwood Investment Management, LLC | 4,637 | $1.65M | 0.22% | +1,037+28.8% | Added |
| Altfest L J & Co Inc | 4,651 | $1.65M | 0.32% | +13+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,663 | $1.66M | 0.22% | −225−4.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,705 | $1.67M | 0.56% | +505+12.0% | Added |
| Kenfarb & Co. | 4,705 | $1.67M | 1.22% | +4,705 | New |
| Keystone Financial Planning, Inc. | 4,711 | $1.67M | 0.57% | +2,365+100.8% | Added |
| Alta Capital Management LLC | 4,736 | $1.68M | 0.09% | +353+8.1% | Added |
| McAlister, Sweet & Associates, Inc. | 4,737 | $1.68M | 1.47% | +4,737 | New |
| Eagle Ridge Investment Management | 4,738 | $1.68M | 0.18% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4,753 | $1.69M | 0.62% | −1,002−17.4% | Reduced |
| DFPG Investments, LLC | 4,502 | $1.69M | 0.71% | −185−3.9% | Reduced |
| NEXT Financial Group, Inc | 4,756 | $1.69M | 0.11% | +61+1.3% | Added |
| Cordatus Wealth Management LLC | 4,759 | $1.69M | 0.50% | +4,759 | New |
| JustInvest LLC | 4,767 | $1.69M | 0.10% | +1,257+35.8% | Added |
| Cavalier Investments, LLC | 4,773 | $1.70M | 0.44% | +33+0.7% | Added |
| Lipe & Dalton | 4,780 | $1.70M | 0.80% | +4,780 | New |
| Lantz Financial LLC | 4,808 | $1.71M | 0.79% | +320+7.1% | Added |
| Powers Advisory Group, LLC | 4,807 | $1.71M | 1.20% | +4,807 | New |
| Wimmer Associates 1, LLC | 4,817 | $1.71M | 0.92% | −32−0.7% | Reduced |
| Independence Bank of Kentucky | 4,829 | $1.72M | 0.70% | +135+2.9% | Added |
| Cobblestone Capital Advisors LLC | 4,871 | $1.73M | 0.11% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 4,765 | $1.73M | 1.26% | +4,765 | New |
| Wright Investors Service Inc | 4,887 | $1.74M | 0.44% | −1,813−27.1% | Reduced |
| Berger Financial Group, Inc | 4,895 | $1.74M | 0.23% | +3,809+350.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,895 | $1.74M | 1.58% | +4,895 | New |
| Murphy Capital Management Inc | 4,933 | $1.75M | 0.19% | −590−10.7% | Reduced |
| United Asset Strategies, Inc. | 4,942 | $1.76M | 0.21% | −30−0.6% | Reduced |
| Wetherby Asset Management Inc | 4,942 | $1.76M | 0.10% | +207+4.4% | Added |
| O'Shaughnessy Asset Management, LLC | 4,958 | $1.76M | 0.03% | +986+24.8% | Added |
| Wade G W & Inc | 4,985 | $1.77M | 0.08% | +677+15.7% | Added |
| Members Capital Advisors Inc | 4,991 | $1.77M | 0.91% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 5,006 | $1.78M | 0.26% | +20+0.4% | Added |
| MinichMacGregor Wealth Management, LLC | 5,019 | $1.78M | 0.54% | −53−1.0% | Reduced |
| Red Door Wealth Management, LLC | 5,022 | $1.78M | 0.59% | +691+16.0% | Added |
| Clear Street Markets LLC | 5,026 | $1.79M | 0.16% | −174−3.3% | Reduced |
| Soltis Investment Advisors LLC | 5,075 | $1.80M | 0.25% | +4,376+626.0% | Added |
| We Are One Seven, LLC | 5,115 | $1.82M | 0.19% | +127+2.5% | Added |
| Kensington Investment Counsel, LLC | 5,119 | $1.82M | 1.06% | +5,119 | New |
| Tempus Wealth Planning, LLC | 5,135 | $1.82M | 0.98% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,141 | $1.83M | 0.04% | +5,141 | New |
| ICW Investment Advisors LLC | 5,162 | $1.83M | 1.02% | +214+4.3% | Added |
| Boston Private Wealth LLC | 5,186 | $1.84M | 0.03% | +686+15.2% | Added |
| Eagle Rock Investment Company, LLC | 5,243 | $1.86M | 0.36% | +5,243 | New |
| Schrum Private Wealth Management LLC | 5,243 | $1.86M | 1.70% | +5,243 | New |
| Weik Capital Management | 5,330 | $1.89M | 0.72% | +1,022+23.7% | Added |
| Mycio Wealth Partners, LLC | 5,350 | $1.90M | 0.63% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 5,356 | $1.90M | 0.05% | −1,562−22.6% | Reduced |
| Ashfield Capital Partners, LLC | 5,370 | $1.91M | 0.12% | −192−3.5% | Reduced |
| Breiter Capital Management Inc | 5,401 | $1.92M | 0.94% | +226+4.4% | Added |
| Sandy Spring Bank | 5,406 | $1.92M | 0.09% | −373−6.5% | Reduced |
| KCM Investment Advisors LLC | 5,422 | $1.93M | 0.07% | −925−14.6% | Reduced |
| SeaCrest Wealth Management, LLC | 5,425 | $1.93M | 0.21% | +4+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,439 | $1.93M | 0.01% | −1,040−16.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,442 | $1.93M | 0.19% | −187−3.3% | Reduced |
| Phoenix Wealth Advisors | 5,486 | $1.95M | 1.47% | −381−6.5% | Reduced |
| Pacifica Partners Inc. | 5,420 | $1.96M | 1.28% | −1,612−22.9% | Reduced |
| Traynor Capital Management, Inc. | 5,528 | $1.96M | 0.23% | −1,501−21.4% | Reduced |
| Lido Advisors, LLC | 5,541 | $1.97M | 0.04% | +996+21.9% | Added |
| Moseley Investment Management Inc | 5,545 | $1.97M | 0.90% | +399+7.8% | Added |
| Redpoint Investment Management Pty Ltd | 5,573 | $1.98M | 0.16% | −245−4.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,583 | $1.98M | 0.15% | −108−1.9% | Reduced |
| Cigna Investments Inc | 5,609 | $1.99M | 0.16% | −2,010−26.4% | Reduced |
| Hohimer Wealth Management, LLC | 5,644 | $2.01M | 0.42% | −6,356−53.0% | Reduced |
| Bruderman Asset Management, LLC | 5,655 | $2.01M | 1.54% | −12,071−68.1% | Reduced |
| Essex Financial Services, Inc. | 5,664 | $2.01M | 0.20% | +106+1.9% | Added |
| Viking Fund Management LLC | 5,700 | $2.03M | 0.53% | 00.0% | Unchanged |
| 1st Source Bank | 5,724 | $2.04M | 0.12% | −1,368−19.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,743 | $2.04M | 0.02% | +310+5.7% | Added |
| Adirondack Trust Co | 5,760 | $2.05M | 0.98% | −138−2.3% | Reduced |
| MD Financial Management Inc. | 5,766 | $2.05M | 0.05% | −1,743−23.2% | Reduced |
| Paradigm Financial Partners, LLC | 5,765 | $2.05M | 0.43% | +704+13.9% | Added |
| Access Financial Services, Inc. | 5,771 | $2.05M | 0.92% | −605−9.5% | Reduced |
| Avidian Wealth Solutions, LLC | 5,803 | $2.06M | 0.13% | +720+14.2% | Added |
| Vestmark Advisory Solutions, Inc. | 5,807 | $2.06M | 0.12% | −3,957−40.5% | Reduced |
| SevenBridge Financial Group, LLC | 5,835 | $2.07M | 0.63% | −79−1.3% | Reduced |
| Capital Investment Advisory Services, LLC | 5,835 | $2.07M | 0.25% | +453+8.4% | Added |
| Regent Peak Wealth Advisors LLC | 5,850 | $2.08M | 0.57% | −1,516−20.6% | Reduced |
| Shepherd Financial Partners LLC | 5,916 | $2.10M | 0.36% | −2,532−30.0% | Reduced |
| Csenge Advisory Group | 5,528 | $2.10M | 0.19% | −467−7.8% | Reduced |
| Deseret Mutual Benefit Administrators | 5,929 | $2.11M | 0.35% | +215+3.8% | Added |
| Dynamic Advisor Solutions LLC | 5,938 | $2.11M | 0.15% | −5,772−49.3% | Reduced |
| Bank Ozk | 5,937 | $2.11M | 0.86% | +246+4.3% | Added |
| McDonough Capital Management, Inc | 5,940 | $2.11M | 1.72% | +5,940 | New |