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, Q1 2022
Institutional positions in Lockheed Martin Corp as of Mar 31, 2022. 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
- 2,180
- +143 vs. Q4 2021
- Shares held
- 200.0M
- −10.5M (−5.0%) vs. Q4 2021
- Total value
- $88.2B
- +$16.7B (+23.4%) vs. Q4 2021
- New holders
- 275
- 862 more added
- Sold out
- 132
- 772 more reduced
26 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greystone Financial Group, LLC | 22,957 | $10.1M | 2.56% | −6,059−20.9% | Reduced |
| Tamar Securities, LLC | 23,010 | $10.2M | 2.83% | +4,467+24.1% | Added |
| Avantax Advisory Services, Inc. | 23,092 | $10.2M | 0.14% | +2,582+12.6% | Added |
| Miramar Capital, LLC | 23,310 | $10.3M | 2.82% | −4,780−17.0% | Reduced |
| Clough Capital Partners L P | 23,520 | $10.4M | 0.79% | +23,520 | New |
| Amundi | 22,359 | $10.4M | 0.01% | −2,698−10.8% | Reduced |
| Distillate Capital Partners LLC | 23,827 | $10.5M | 1.50% | +4,249+21.7% | Added |
| Parsec Financial Management, Inc. | 23,870 | $10.5M | 0.45% | +3,056+14.7% | Added |
| Scotia Capital Inc. | 23,876 | $10.5M | 0.07% | +9,266+63.4% | Added |
| PointState Capital LP | 23,968 | $10.6M | 0.38% | +23,968 | New |
| Valley National Advisers Inc | 24,153 | $10.7M | 2.04% | +3,604+17.5% | Added |
| Hartford Investment Management Co | 24,219 | $10.7M | 0.28% | −1,977−7.5% | Reduced |
| Bradley Foster & Sargent Inc | 24,347 | $10.7M | 0.23% | −1,864−7.1% | Reduced |
| Holloway Wealth Management, LLC | – | $10.8M | 3.08% | – | – |
| Atria Wealth Solutions, Inc. | 24,583 | $10.9M | 0.18% | +24,583 | New |
| CIBC Private Wealth Group, LLC | 24,715 | $10.9M | 0.02% | +1,876+8.2% | Added |
| Moore Capital Management, LP | 24,720 | $10.9M | 0.36% | +12,778+107.0% | Added |
| Massmutual Trust Co FSB | 25,037 | $11.1M | 0.42% | +1,207+5.1% | Added |
| Advisory Services Network, LLC | 25,086 | $11.1M | 0.33% | +1,706+7.3% | Added |
| Intact Investment Management Inc. | 25,100 | $11.1M | 0.28% | −1,500−5.6% | Reduced |
| CIBC Asset Management Inc | 25,242 | $11.1M | 0.04% | −3,248−11.4% | Reduced |
| Los Angeles Capital Management LLC | 25,290 | $11.2M | 0.04% | +7,882+45.3% | Added |
| Burney Co | 25,427 | $11.2M | 0.52% | +1,320+5.5% | Added |
| Buckhead Capital Management LLC | 25,470 | $11.2M | 2.43% | −52−0.2% | Reduced |
| Independent Advisor Alliance | 25,609 | $11.3M | 0.54% | +1,562+6.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,717 | $11.4M | 0.02% | +6,068+30.9% | Added |
| First Horizon Advisors, Inc. | 25,763 | $11.4M | 0.62% | −352−1.3% | Reduced |
| Grassi Investment Management | 26,067 | $11.5M | 1.21% | −125−0.5% | Reduced |
| Edgar Lomax Co | 26,140 | $11.5M | 0.68% | +670+2.6% | Added |
| Kestra Private Wealth Services, LLC | 26,282 | $11.6M | 0.58% | −703−2.6% | Reduced |
| Leavell Investment Management, Inc. | 26,321 | $11.6M | 0.80% | −526−2.0% | Reduced |
| Bard Financial Services, Inc. | 26,424 | $11.7M | 0.95% | +179+0.7% | Added |
| Brown Advisory Inc | 26,465 | $11.7M | 0.02% | −685−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 26,463 | $11.7M | 0.23% | −485−1.8% | Reduced |
| Linscomb & Williams, Inc. | 26,470 | $11.7M | 0.56% | +818+3.2% | Added |
| Strategy Asset Managers LLC | 26,561 | $11.7M | 2.54% | +1,017+4.0% | Added |
| Castleview Partners, LLC | 26,659 | $11.8M | 7.32% | −9,464,565−99.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 26,925 | $11.9M | 3.00% | −11,472−29.9% | Reduced |
| Raymond James Trust N.A. | 26,964 | $11.9M | 0.37% | −1,402−4.9% | Reduced |
| South Street Advisors LLC | 27,058 | $11.9M | 2.26% | −10.0% | Reduced |
| Goelzer Investment Management, Inc. | 27,385 | $12.1M | 1.04% | +247+0.9% | Added |
| Nissay Asset Management Corp | 27,458 | $12.1M | 0.11% | +508+1.9% | Added |
| WealthPLAN Partners, LLC | 28,363 | $12.3M | 0.85% | −1,637−5.5% | Reduced |
| WealthPlan Investment Management, LLC | 28,363 | $12.3M | 0.85% | +28,363 | New |
| HAP Trading, LLC | 27,968 | $12.3M | 1.41% | +9,384+50.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 28,064 | $12.4M | 0.55% | +13,428+91.7% | Added |
| Yousif Capital Management, LLC | 28,124 | $12.4M | 0.13% | −2,113−7.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 28,317 | $12.5M | 0.46% | +334+1.2% | Added |
| Maryland Capital Management | 28,374 | $12.5M | 0.79% | −3,591−11.2% | Reduced |
| Private Capital Advisors, Inc. | 28,410 | $12.5M | 1.83% | −150−0.5% | Reduced |
| NS Partners Ltd | 28,517 | $12.6M | 0.67% | −1,120−3.8% | Reduced |
| Agf Investments Inc. | 28,532 | $12.6M | 0.09% | −65,796−69.8% | Reduced |
| Blair William & Co | 28,591 | $12.6M | 0.04% | +3,278+12.9% | Added |
| Vantage Investment Partners, LLC | 28,662 | $12.7M | 0.63% | +645+2.3% | Added |
| GWM Advisors LLC | 28,807 | $12.7M | 0.22% | +4,472+18.4% | Added |
| Old West Investment Management, LLC | 28,892 | $12.8M | 6.86% | −203−0.7% | Reduced |
| MUFG Americas Holdings Corp | 28,960 | $12.8M | 0.25% | +1,366+5.0% | Added |
| Heritage Investors Management Corp | 28,962 | $12.8M | 0.51% | −749−2.5% | Reduced |
| Hikari Tsushin, Inc. | 29,236 | $12.9M | 1.30% | +1,447+5.2% | Added |
| FineMark National Bank & Trust | 29,294 | $12.9M | 0.52% | −10,641−26.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 29,291 | $12.9M | 0.10% | −16,357−35.8% | Reduced |
| Argent Trust Co | 29,621 | $13.1M | 0.80% | −1,641−5.2% | Reduced |
| Washington Trust Co | 29,706 | $13.1M | 0.52% | +2,035+7.4% | Added |
| Oppenheimer Asset Management Inc. | 30,154 | $13.3M | 0.19% | +1,479+5.2% | Added |
| Comerica Bank | 29,471 | $13.4M | 0.10% | −4,331−12.8% | Reduced |
| Stephens Inc | 30,342 | $13.4M | 0.22% | +859+2.9% | Added |
| Vident Investment Advisory, LLC | 30,355 | $13.4M | 0.35% | +5,675+23.0% | Added |
| Westwood Holdings Group Inc. | 30,547 | $13.5M | 0.12% | +30,547 | New |
| Daiwa Securities Group Inc. | 30,690 | $13.5M | 0.08% | +16,097+110.3% | Added |
| Pinnacle Associates Ltd | 30,807 | $13.6M | 0.24% | +528+1.7% | Added |
| Regions Financial Corp | 30,861 | $13.6M | 0.11% | −1,269−3.9% | Reduced |
| Trinity Street Asset Management LLP | 30,926 | $13.7M | 2.20% | −30,641−49.8% | Reduced |
| Appleton Partners Inc | 31,057 | $13.7M | 1.12% | +109+0.4% | Added |
| Sonora Investment Management Group, LLC | 31,086 | $13.7M | 1.55% | +1,630+5.5% | Added |
| Apriem Advisors | 31,220 | $13.8M | 2.02% | −178−0.6% | Reduced |
| Texas Permanent School Fund | 31,438 | $13.9M | 0.19% | −2,417−7.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 31,518 | $13.9M | 0.51% | +1,983+6.7% | Added |
| ProVise Management Group, LLC | 31,596 | $13.9M | 1.32% | +2,554+8.8% | Added |
| Fidelity National Financial, Inc. | 31,915 | $14.1M | 1.40% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 31,966 | $14.1M | 0.15% | −61−0.2% | Reduced |
| Verity & Verity, LLC | 32,094 | $14.2M | 1.96% | −583−1.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 32,142 | $14.2M | 1.29% | +1,860+6.1% | Added |
| Westchester Capital Management, Inc. | 32,272 | $14.2M | 3.67% | −195−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,430 | $14.3M | 0.14% | +1,622+5.3% | Added |
| Alley Investment Management Company, LLC | 32,808 | $14.5M | 2.39% | +32,808 | New |
| Rothschild & Co Asset Management US Inc. | 32,876 | $14.5M | 0.19% | −29,387−47.2% | Reduced |
| Barometer Capital Management Inc. | 32,961 | $14.5M | 2.65% | +32,961 | New |
| Gratus Capital LLC | 33,172 | $14.6M | 1.41% | +1,832+5.8% | Added |
| Hi-Line Capital Management, LLC | 33,326 | $14.7M | 5.02% | +289+0.9% | Added |
| MAI Capital Management | 33,461 | $14.8M | 0.25% | −1,656−4.7% | Reduced |
| Westpac Banking Corp | 33,489 | $14.8M | 0.17% | +13,300+65.9% | Added |
| CIBC World Markets Inc. | 33,878 | $15.0M | 0.05% | −1,704−4.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,066 | $15.0M | 0.23% | +9,704+39.8% | Added |
| State of Alaska, Department of Revenue | 34,085 | $15.0M | 0.16% | −1,440−4.1% | Reduced |
| Gotham Asset Management, LLC | 34,174 | $15.1M | 0.47% | +5,190+17.9% | Added |
| Anchor Capital Advisors LLC | 34,219 | $15.1M | 0.32% | +25,139+276.9% | Added |
| Kovitz Investment Group Partners, LLC | 34,261 | $15.1M | 0.29% | −108,084−75.9% | Reduced |
| Brookstone Capital Management | 32,616 | $15.1M | 0.30% | +4,682+16.8% | Added |
| Cetera Investment Advisers | 34,766 | $15.3M | 0.22% | −391−1.1% | Reduced |
| Mackay Shields LLC | 34,815 | $15.4M | 0.14% | −1,822−5.0% | Reduced |