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 |
|---|---|---|---|---|---|
| Weik Capital Management | 5,330 | $1.89M | 0.72% | +1,022+23.7% | Added |
| Schrum Private Wealth Management LLC | 5,243 | $1.86M | 1.70% | +5,243 | New |
| Eagle Rock Investment Company, LLC | 5,243 | $1.86M | 0.36% | +5,243 | New |
| Boston Private Wealth LLC | 5,186 | $1.84M | 0.03% | +686+15.2% | Added |
| ICW Investment Advisors LLC | 5,162 | $1.83M | 1.02% | +214+4.3% | Added |
| HB Wealth Management, LLC | 5,141 | $1.83M | 0.04% | +5,141 | New |
| Tempus Wealth Planning, LLC | 5,135 | $1.82M | 0.98% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 5,119 | $1.82M | 1.06% | +5,119 | New |
| We Are One Seven, LLC | 5,115 | $1.82M | 0.19% | +127+2.5% | Added |
| Soltis Investment Advisors LLC | 5,075 | $1.80M | 0.25% | +4,376+626.0% | Added |
| Clear Street Markets LLC | 5,026 | $1.79M | 0.16% | −174−3.3% | Reduced |
| Red Door Wealth Management, LLC | 5,022 | $1.78M | 0.59% | +691+16.0% | Added |
| MinichMacGregor Wealth Management, LLC | 5,019 | $1.78M | 0.54% | −53−1.0% | Reduced |
| Cornercap Investment Counsel Inc | 5,006 | $1.78M | 0.26% | +20+0.4% | Added |
| Members Capital Advisors Inc | 4,991 | $1.77M | 0.91% | 00.0% | Unchanged |
| Wade G W & Inc | 4,985 | $1.77M | 0.08% | +677+15.7% | Added |
| O'Shaughnessy Asset Management, LLC | 4,958 | $1.76M | 0.03% | +986+24.8% | Added |
| 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 |
| Murphy Capital Management Inc | 4,933 | $1.75M | 0.19% | −590−10.7% | 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 |
| Wright Investors Service Inc | 4,887 | $1.74M | 0.44% | −1,813−27.1% | Reduced |
| Winning Points Advisors, LLC | 4,765 | $1.73M | 1.26% | +4,765 | New |
| Cobblestone Capital Advisors LLC | 4,871 | $1.73M | 0.11% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,829 | $1.72M | 0.70% | +135+2.9% | Added |
| Wimmer Associates 1, LLC | 4,817 | $1.71M | 0.92% | −32−0.7% | Reduced |
| 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 |
| Lipe & Dalton | 4,780 | $1.70M | 0.80% | +4,780 | New |
| Cavalier Investments, LLC | 4,773 | $1.70M | 0.44% | +33+0.7% | Added |
| JustInvest LLC | 4,767 | $1.69M | 0.10% | +1,257+35.8% | Added |
| 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 |
| 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 |
| Eagle Ridge Investment Management | 4,738 | $1.68M | 0.18% | 00.0% | Unchanged |
| 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 |
| Keystone Financial Planning, Inc. | 4,711 | $1.67M | 0.57% | +2,365+100.8% | Added |
| 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 |
| Penobscot Investment Management Company, Inc. | 4,663 | $1.66M | 0.22% | −225−4.6% | Reduced |
| Altfest L J & Co Inc | 4,651 | $1.65M | 0.32% | +13+0.3% | Added |
| Redwood Investment Management, LLC | 4,637 | $1.65M | 0.22% | +1,037+28.8% | Added |
| EP Wealth Advisors, LLC | 4,619 | $1.64M | 0.04% | +121+2.7% | Added |
| Laurel Wealth Advisors, Inc. | 4,618 | $1.64M | 0.13% | +996+27.5% | Added |
| Exeter Financial, LLC | 4,512 | $1.64M | 0.90% | −306−6.4% | Reduced |
| Castellan Group, LLC | 4,600 | $1.64M | 1.13% | +550+13.6% | Added |
| Nomura Holdings Inc | 4,577 | $1.63M | 0.01% | −2,783−37.8% | Reduced |
| First City Capital Management, Inc. | 4,160 | $1.62M | 0.91% | −261−5.9% | Reduced |
| Anchor Investment Management, LLC | 4,556 | $1.62M | 0.20% | +1,171+34.6% | Added |
| KG&L Capital Management,LLC | 4,550 | $1.62M | 0.65% | −429−8.6% | Reduced |
| Krilogy Financial LLC | 4,524 | $1.61M | 0.16% | 00.0% | Unchanged |
| Telemus Capital, LLC | 4,512 | $1.60M | 0.13% | +90+2.0% | Added |
| Leisure Capital Management | 4,503 | $1.60M | 0.74% | +1,427+46.4% | Added |
| Zurich Insurance Group Ltd | 4,500 | $1.60M | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 4,471 | $1.59M | 0.29% | +109+2.5% | Added |
| Excalibur Management Corp | 4,462 | $1.59M | 0.64% | +133+3.1% | Added |
| Independent Financial Group, LLC | 4,459 | $1.58M | 0.13% | +2,132+91.6% | Added |
| Private Trust Co NA | 4,449 | $1.58M | 0.22% | −1,412−24.1% | Reduced |
| Evercore Wealth Management, LLC | 4,442 | $1.58M | 0.03% | −24−0.5% | Reduced |
| CNB Bank | 4,438 | $1.58M | 0.86% | +28+0.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,417 | $1.57M | 0.00% | +747+20.4% | Added |
| Windsor Group LTD | 4,333 | $1.57M | 0.29% | +4,333 | New |
| Clearstead Advisors, LLC | 4,382 | $1.56M | 0.11% | −460−9.5% | Reduced |
| Kornitzer Capital Management Inc | 4,379 | $1.56M | 0.02% | −290−6.2% | Reduced |
| Rodgers Brothers Inc. | 4,376 | $1.55M | 0.28% | −1,020−18.9% | Reduced |
| Investors Asset Management of Georgia Inc | 4,371 | $1.55M | 0.74% | +840+23.8% | Added |
| TT International Asset Management LTD | 4,350 | $1.55M | 0.10% | +4,350 | New |
| Sound View Wealth Advisors Group, LLC | 4,314 | $1.53M | 0.29% | −161−3.6% | Reduced |
| Chiron Capital Management, LLC | 4,310 | $1.53M | 1.11% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,270 | $1.52M | 0.16% | −96−2.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,250 | $1.51M | 0.16% | −333−7.3% | Reduced |
| Mystic Asset Management, Inc. | 4,248 | $1.51M | 0.71% | +4,248 | New |
| First Financial Bank - Trust Division | 4,237 | $1.51M | 0.15% | −119−2.7% | Reduced |
| Main Street Financial Solutions, LLC | 4,235 | $1.50M | 0.21% | −20.0% | Reduced |
| Meridian Wealth Management, LLC | 4,228 | $1.50M | 0.16% | −48−1.1% | Reduced |
| Empirical Finance, LLC | 4,227 | $1.50M | 0.18% | +1,120+36.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,216 | $1.50M | 0.44% | +522+14.1% | Added |
| Investors Research Corp | 4,212 | $1.50M | 0.45% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,207 | $1.50M | 0.22% | −1,080−20.4% | Reduced |
| Citizens Business Bank | 4,195 | $1.49M | 0.18% | +1,001+31.3% | Added |
| Fort, L.P. | 4,180 | $1.49M | 0.48% | +84+2.1% | Added |
| 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 |
| Guardian Wealth Management, Inc. | 4,143 | $1.47M | 1.42% | +4,143 | New |
| IBM Retirement Fund | 4,126 | $1.47M | 0.18% | −3,440−45.5% | 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 |
| Wealthsource Partners, LLC | 4,073 | $1.45M | 0.12% | −17−0.4% | Reduced |
| InterOcean Capital Group, LLC | 4,071 | $1.45M | 0.06% | −43−1.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 4,041 | $1.44M | 0.14% | +3,071+316.6% | Added |
| 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 |
| 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 |
| JT Stratford LLC | 3,984 | $1.42M | 0.39% | −57−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,981 | $1.42M | 0.18% | −245−5.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,977 | $1.41M | 0.22% | −260−6.1% | Reduced |