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 |
|---|---|---|---|---|---|
| Sandbox Financial Partners, LLC | 643 | $228.0K | 0.14% | −471−42.3% | Reduced |
| Aire Advisors, LLC | 634 | $228.0K | 0.10% | +634 | New |
| CCG Wealth Management, LLC | 644 | $229.0K | 0.12% | +14+2.2% | Added |
| Versant Capital Management, Inc | 644 | $229.0K | 0.07% | +191+42.2% | Added |
| AllGen Financial Advisors, Inc. | 645 | $229.2K | 0.17% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 648 | $230.0K | 0.02% | +22+3.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 649 | $231.0K | 0.04% | −31−4.6% | Reduced |
| Northstar Asset Management LLC | 650 | $231.0K | 0.05% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 649 | $231.0K | 0.07% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 652 | $232.0K | 0.01% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 652 | $232.0K | 0.61% | +652 | New |
| Well Done, LLC | 658 | $234.0K | 0.05% | +658 | New |
| Tilia Fiduciary Partners, Inc. | 658 | $234.0K | 0.19% | +658 | New |
| Atalanta Sosnoff Capital, LLC | 661 | $235.0K | 0.01% | +33+5.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 662 | $236.0K | 0.21% | +662 | New |
| Avaii Wealth Management, LLC | 663 | $236.0K | 0.24% | +663 | New |
| AMG National Trust Bank | 666 | $237.0K | 0.01% | −329−33.1% | Reduced |
| Ssi Investment Management LLC | 659 | $237.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 666 | $237.0K | 0.02% | +82+14.0% | Added |
| Woodward Diversified Capital, LLC | 670 | $238.0K | 0.14% | +38+6.0% | Added |
| Keebeck Alpha, LP | 669 | $238.0K | 0.09% | +669 | New |
| Freedom Day Solutions, LLC | 673 | $239.0K | 0.10% | +673 | New |
| Palumbo Wealth Management LLC | 676 | $240.0K | 0.15% | +3+0.4% | Added |
| Opal Wealth Advisors, LLC | 676 | $240.0K | 0.15% | +676 | New |
| Bridgeworth, LLC | 678 | $241.0K | 0.05% | +678 | New |
| Zimmermann Investment Management & Planning LLC | 677 | $241.0K | 0.14% | +677 | New |
| Proficio Capital Partners LLC | 681 | $242.0K | 0.03% | +681 | New |
| Sustainable Insight Capital Management, LLC | 690 | $245.0K | 0.13% | +9+1.3% | Added |
| Gould Asset Management LLC | 695 | $247.0K | 0.07% | +95+15.8% | Added |
| Barber Financial Group, Inc. | 697 | $248.0K | 0.03% | −7−1.0% | Reduced |
| Reston Wealth Management LLC | 697 | $248.0K | 0.12% | +10+1.5% | Added |
| LaFleur & Godfrey LLC | 700 | $249.0K | 0.03% | −9,833−93.4% | Reduced |
| Marshall Financial Group LLC | 701 | $249.0K | 0.09% | +86+14.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | – | $249.0K | 0.02% | – | New |
| Highview Capital Management LLC | 701 | $249.0K | 0.16% | +701 | New |
| Terra Nova Asset Management LLC | 704 | $250.0K | 0.19% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 704 | $250.0K | 0.06% | +33+4.9% | Added |
| Chilton Capital Management LLC | 707 | $251.0K | 0.01% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 707 | $251.0K | 0.16% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 712 | $253.0K | 0.05% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 712 | $253.0K | 0.02% | +712 | New |
| Graypoint LLC | 715 | $254.0K | 0.03% | −91−11.3% | Reduced |
| Summit Financial Strategies, Inc. | 716 | $254.0K | 0.05% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 714 | $254.0K | 0.11% | +20+2.9% | Added |
| Elite Wealth Management, Inc. | 720 | $256.0K | 0.10% | −1,300−64.4% | Reduced |
| Highland Private Wealth Management | 723 | $256.0K | 0.03% | +49+7.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 720 | $256.0K | 0.06% | +720 | New |
| Carmel Capital Partners, LLC | 719 | $256.0K | 0.19% | +719 | New |
| Mainstay Capital Management LLC | 726 | $258.0K | 0.08% | −726−50.0% | Reduced |
| Keeley-Teton Advisors, LLC | 728 | $259.0K | 0.03% | +3+0.4% | Added |
| Matrix Private Capital Group LLC | 728 | $259.0K | 0.12% | +728 | New |
| Cooper Financial Group | 734 | $261.0K | 0.10% | −479−39.5% | Reduced |
| David Loasby | 734 | $261.0K | 0.03% | −17−2.3% | Reduced |
| Carolinas Wealth Consulting LLC | 735 | $261.0K | 0.06% | −16−2.1% | Reduced |
| DT Investment Partners, LLC | 737 | $262.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 738 | $262.0K | 0.02% | +210+39.8% | Added |
| Payden & Rygel | 740 | $263.0K | 0.01% | 00.0% | Unchanged |
| Nuance Investments, LLC | 739 | $263.0K | 0.00% | +739 | New |
| Bill Few Associates, Inc. | 739 | $263.0K | 0.14% | +739 | New |
| LexAurum Advisors, LLC | 744 | $264.0K | 0.09% | −1,030−58.1% | Reduced |
| Perkins Coie Trust Co | 744 | $264.0K | 0.08% | −7−0.9% | Reduced |
| NTV Asset Management LLC | 744 | $264.0K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 744 | $264.0K | 0.04% | +3+0.4% | Added |
| First American Trust, FSB | 744 | $264.0K | 0.04% | +744 | New |
| Occidental Asset Management, LLC | 747 | $265.0K | 0.06% | 00.0% | Unchanged |
| Prostatis Group LLC | 746 | $265.3K | 0.16% | −2−0.3% | Reduced |
| Stewart & Patten Co LLC | 750 | $267.0K | 0.04% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 754 | $268.0K | 0.09% | −190−20.1% | Reduced |
| City Holding Co | 618 | $268.0K | 0.04% | −83−11.8% | Reduced |
| Allegheny Financial Group LTD | 753 | $268.0K | 0.11% | +81+12.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 756 | $269.0K | 0.17% | −661−46.6% | Reduced |
| Sargent Bickham Lagudis LLC | 763 | $271.0K | 0.02% | −7,011−90.2% | Reduced |
| Kingfisher Capital LLC | 762 | $271.0K | 0.06% | −17−2.2% | Reduced |
| Titus Wealth Management | 764 | $272.0K | 0.12% | −58−7.1% | Reduced |
| PSI Advisors, LLC | 768 | $273.0K | 0.11% | −34−4.2% | Reduced |
| Cohen Lawrence B | 768 | $273.0K | 0.11% | +768 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 767 | $273.0K | 0.00% | +767 | New |
| Kaydan Wealth Management, Inc. | 770 | $273.6K | 0.10% | +770 | New |
| Southland Equity Partners LLC | 771 | $274.0K | 0.11% | +5+0.7% | Added |
| Premier Asset Management LLC | 773 | $275.0K | 0.05% | −2,343−75.2% | Reduced |
| Bank of New Hampshire | 775 | $275.0K | 0.07% | −125−13.9% | Reduced |
| Cypress Capital Management LLC (WY) | 775 | $275.0K | 0.23% | −70−8.3% | Reduced |
| Dodge & Cox | 775 | $275.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 776 | $276.0K | 0.03% | −8−1.0% | Reduced |
| Kalos Management, Inc. | 812 | $276.0K | 0.07% | +60+8.0% | Added |
| Parcion Private Wealth LLC | 744 | $277.0K | 0.03% | −51−6.4% | Reduced |
| Camden National Bank | 779 | $277.0K | 0.05% | +32+4.3% | Added |
| Shelton Wealth Management, LLC | 779 | $277.0K | 0.22% | +779 | New |
| Joel Isaacson & Co., LLC | 783 | $278.0K | 0.02% | −106−11.9% | Reduced |
| Journey Strategic Wealth LLC | 782 | $278.0K | 0.03% | +782 | New |
| Financial Management Network Inc | 772 | $279.0K | 0.13% | −38−4.7% | Reduced |
| IVC Wealth Advisors LLC | 787 | $280.0K | 0.18% | −45−5.4% | Reduced |
| Court Place Advisors, LLC | 788 | $280.0K | 0.08% | 00.0% | Unchanged |
| Marotta Asset Management | 789 | $280.4K | 0.06% | +12+1.5% | Added |
| Galvin, Gaustad & Stein, LLC | 790 | $281.0K | 0.02% | −5,679−87.8% | Reduced |
| Bessemer Securities LLC | 790 | $281.0K | 0.08% | −711−47.4% | Reduced |
| J. W. Coons Advisors, LLC | 792 | $282.0K | 0.09% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 796 | $283.0K | 0.14% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 799 | $284.0K | 0.48% | −968−54.8% | Reduced |
| Cape Ann Savings Bank | 799 | $284.0K | 0.17% | −375−31.9% | Reduced |