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, 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 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 1,702 | $605.0K | 0.06% | −670−28.2% | Reduced |
| Latitude Advisors, LLC | 1,701 | $605.0K | 0.17% | −304−15.2% | Reduced |
| Fort Pitt Capital Group, LLC | 1,701 | $605.0K | 0.02% | +1,701 | New |
| Drive Wealth Management, LLC | 1,703 | $605.0K | 0.53% | +1,703 | New |
| Monograph Wealth Advisors, LLC | 1,699 | $604.0K | 0.15% | +1,699 | New |
| MidWestOne Financial Group, Inc. | 1,698 | $603.0K | 0.13% | −35−2.0% | Reduced |
| SL Advisors, LLC | 1,687 | $600.0K | 1.48% | −92−5.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,684 | $599.0K | 0.02% | +58+3.6% | Added |
| Clearview Wealth Advisors LLC | 1,683 | $598.0K | 0.36% | +89+5.6% | Added |
| WP Advisors, LLC | 1,680 | $597.0K | 0.25% | +13+0.8% | Added |
| Engine No. 1 LLC | 1,680 | $597.0K | 0.12% | +344+25.7% | Added |
| Exchange Traded Concepts, LLC | 1,669 | $593.0K | 0.01% | +25+1.5% | Added |
| Titleist Asset Management, Ltd. | 1,664 | $591.0K | 0.12% | +1,664 | New |
| Chesley Taft & Associates LLC | 1,657 | $589.0K | 0.03% | −73−4.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,656 | $588.6K | 0.20% | +153+10.2% | Added |
| Gray Wealth Management Inc. | 1,654 | $588.0K | 0.29% | +325+24.5% | Added |
| Amplius Wealth Advisors, LLC | 1,655 | $588.0K | 0.08% | +1,655 | New |
| Kore Private Wealth LLC | 1,648 | $586.0K | 0.07% | −312−15.9% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 1,650 | $586.0K | 0.47% | +1,650 | New |
| Brooktree Capital Management | 1,645 | $585.0K | 0.36% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,645 | $585.0K | 0.09% | +480+41.2% | Added |
| Legacy Capital Partners, Inc. | 1,640 | $583.0K | 0.19% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,628 | $578.0K | 0.08% | +3+0.2% | Added |
| Rockland Trust Co | 1,620 | $576.0K | 0.04% | −415−20.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,408 | $576.0K | 0.37% | +1,408 | New |
| Financial Architects, Inc | 1,619 | $575.0K | 0.08% | −10−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 1,615 | $574.0K | 0.12% | +651+67.5% | Added |
| Green Square Capital Advisors LLC | 1,611 | $573.0K | 0.11% | −3,162−66.2% | Reduced |
| Cambridge Trust Co | 1,612 | $573.0K | 0.02% | +1,612 | New |
| Cypress Capital Management LLC | 1,607 | $571.0K | 0.06% | −7−0.4% | Reduced |
| BMS Financial Advisors, LLC | 1,607 | $571.0K | 0.36% | +1,607 | New |
| Prudent Man Advisors, LLC | 1,601 | $569.0K | 0.22% | −261−14.0% | Reduced |
| Bath Savings Trust Co | 1,595 | $567.0K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 1,589 | $565.0K | 0.06% | +573+56.4% | Added |
| CSS LLC | 1,587 | $564.0K | 0.03% | −1,000−38.7% | Reduced |
| Investment Partners, Ltd. | 1,585 | $563.0K | 0.23% | −70−4.2% | Reduced |
| Renasant Bank | 1,579 | $561.0K | 0.38% | +455+40.5% | Added |
| Venturi Wealth Management, LLC | 1,572 | $559.0K | 0.04% | +460+41.4% | Added |
| Murphy Pohlad Asset Management LLC | 1,574 | $559.0K | 0.22% | +1,574 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,567 | $557.0K | 0.03% | +192+14.0% | Added |
| First Bank & Trust | 1,567 | $557.0K | 0.23% | +1,567 | New |
| Greenup Street Wealth Management LLC | 1,568 | $557.0K | 0.34% | +1,568 | New |
| Crumly & Associates Inc. | 1,426 | $556.0K | 0.22% | −123−7.9% | Reduced |
| NorthRock Partners, LLC | 1,564 | $556.0K | 0.04% | +295+23.2% | Added |
| Baldwin Investment Management, LLC | 1,560 | $554.0K | 0.15% | −815−34.3% | Reduced |
| Stock Yards Bank & Trust Co | 1,556 | $553.0K | 0.03% | +147+10.4% | Added |
| GDS Wealth Management | 1,551 | $551.0K | 0.12% | +1,551 | New |
| Robertson Stephens Wealth Management, LLC | 1,547 | $549.0K | 0.05% | +149+10.7% | Added |
| Private Portfolio Partners LLC | 1,541 | $547.7K | 0.14% | +15+1.0% | Added |
| Change Path, LLC | 1,539 | $547.0K | 0.03% | +184+13.6% | Added |
| Advisor OS, LLC | 1,541 | $546.0K | 0.11% | +174+12.7% | Added |
| Concord Wealth Partners | 1,535 | $546.0K | 0.13% | +777+102.5% | Added |
| WBH Advisory Inc | 1,528 | $543.0K | 0.06% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,525 | $542.0K | 0.70% | +1,525 | New |
| Capital One Financial Corp | 1,523 | $541.0K | 0.07% | −332−17.9% | Reduced |
| East Coast Asset Management, LLC. | 1,522 | $541.0K | 0.12% | 00.0% | Unchanged |
| Auxier Asset Management | 1,520 | $540.0K | 0.08% | +5+0.3% | Added |
| Gradient Capital Advisors, LLC | 1,516 | $539.0K | 0.22% | −12−0.8% | Reduced |
| MUFG Securities EMEA plc | 1,515 | $538.0K | 0.01% | +60+4.1% | Added |
| Legacy Financial Advisors, Inc. | 1,515 | $538.0K | 0.12% | +1,515 | New |
| Logan Capital Management Inc | 1,508 | $536.0K | 0.02% | −578−27.7% | Reduced |
| Prio Wealth Limited Partnership | 1,506 | $535.0K | 0.02% | −234−13.4% | Reduced |
| Financial Planning & Information Services, Inc. | 1,506 | $535.0K | 0.13% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,505 | $535.0K | 0.20% | −3−0.2% | Reduced |
| Cohen Investment Advisors LLC | 1,506 | $535.0K | 0.38% | +12+0.8% | Added |
| Intrust Bank NA | 1,504 | $535.0K | 0.06% | +249+19.8% | Added |
| Balentine LLC | 1,502 | $534.0K | 0.02% | +604+67.3% | Added |
| TCI Wealth Advisors, Inc. | 1,501 | $533.0K | 0.08% | −11−0.7% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $533.0K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 1,500 | $533.0K | 0.03% | +1,500 | New |
| Fingerlakes Wealth Management, Inc. | 1,487 | $530.0K | 0.60% | +1,487 | New |
| Bank Hapoalim BM | 1,483 | $527.0K | 0.05% | −1,403−48.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,473 | $523.0K | 0.16% | +1+0.1% | Added |
| Maple Capital Management, Inc. | 1,469 | $522.0K | 0.06% | −130−8.1% | Reduced |
| Krane Funds Advisors LLC | 1,469 | $522.0K | 0.01% | −116−7.3% | Reduced |
| Meridian Management Co | 1,469 | $522.0K | 0.15% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,468 | $521.0K | 0.09% | +19+1.3% | Added |
| Connectus Wealth, LLC | 1,455 | $520.0K | 0.02% | +1,455 | New |
| Patron Partners Advisors, LLC | 1,460 | $519.0K | 0.34% | +225+18.2% | Added |
| Congress Park Capital LLC | 1,455 | $517.0K | 0.25% | +100+7.4% | Added |
| Chatham Capital Group, Inc. | 1,452 | $516.0K | 0.09% | −60−4.0% | Reduced |
| Waycross Partners, LLC | 1,450 | $515.0K | 0.29% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,450 | $515.0K | 0.02% | +16+1.1% | Added |
| Lattice Capital Management, LLC | 1,450 | $515.0K | 0.53% | +1,450 | New |
| Ti-Trust, Inc | 1,450 | $515.0K | 0.46% | +1,450 | New |
| GW&K Investment Management, LLC | 1,439 | $511.0K | 0.00% | −120,374−98.8% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,436 | $511.0K | 0.23% | +185+14.8% | Added |
| Curtis Advisory Group, LLC | 1,435 | $510.0K | 0.17% | −80−5.3% | Reduced |
| Wela Strategies, Inc. | 1,430 | $508.0K | 0.25% | +44+3.2% | Added |
| Beaumont Financial Partners, LLC | 1,426 | $507.0K | 0.04% | −1,273−47.2% | Reduced |
| Perpetual Investment Management Ltd | 1,425 | $506.0K | 0.06% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 1,421 | $505.0K | 0.10% | +7+0.5% | Added |
| Twin Lakes Capital Management, LLC | 1,421 | $505.0K | 0.27% | +11+0.8% | Added |
| Edgemoor Investment Advisors, Inc. | 1,421 | $505.0K | 0.05% | +439+44.7% | Added |
| Prestige Wealth Management Group LLC | 1,419 | $504.0K | 0.12% | −43−2.9% | Reduced |
| CFO4Life Group, LLC | 1,419 | $504.0K | 0.10% | +73+5.4% | Added |
| Emerald Advisors, LLC | 1,419 | $504.0K | 0.12% | +489+52.6% | Added |
| Chicago Capital, LLC | 1,415 | $503.0K | 0.02% | +55+4.0% | Added |
| Ironwood Financial, llc | 1,410 | $501.0K | 0.14% | −15−1.1% | Reduced |
| First National Bank Sioux Falls | 1,410 | $501.0K | 0.54% | +1,410 | New |