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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 2023

Institutional positions in Lockheed Martin Corp as of Dec 31, 2023. 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
2,449
+214 vs. Q3 2023
Shares held
178.6M
−3.81M (−2.1%) vs. Q3 2023
Total value
$80.9B
+$6.32B (+8.5%) vs. Q3 2023
New holders
320
919 more added
Sold out
106
901 more reduced

31 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 2,449 institutions
Q1 2021: 1,956 institutionsQ2 2021: 1,986 institutionsQ3 2021: 1,922 institutionsQ4 2021: 2,063 institutionsQ1 2022: 2,180 institutionsQ2 2022: 2,182 institutionsQ3 2022: 2,133 institutionsQ4 2022: 2,323 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,309 institutionsQ3 2023: 2,266 institutionsQ4 2023: 2,449 institutionsQ1 2024: 2,421 institutionsQ2 2024: 2,436 institutionsQ3 2024: 2,605 institutionsQ4 2024: 2,697 institutionsQ1 2025: 2,571 institutionsQ2 2025: 2,610 institutionsQ3 2025: 2,587 institutionsQ4 2025: 2,732 institutionsQ1 2026: 2,939 institutionsQ2 2026: 2,795 institutions
Value heldQ4 2023: $80.9B
Q1 2021: $77.7BQ2 2021: $78.0BQ3 2021: $70.3BQ4 2021: $71.5BQ1 2022: $88.2BQ2 2022: $85.6BQ3 2022: $76.4BQ4 2022: $95.7BQ1 2023: $90.1BQ2 2023: $85.8BQ3 2023: $74.9BQ4 2023: $80.9BQ1 2024: $80.1BQ2 2024: $81.5BQ3 2024: $101.8BQ4 2024: $84.8BQ1 2025: $77.5BQ2 2025: $80.2BQ3 2025: $84.9BQ4 2025: $82.6BQ1 2026: $104.3BQ2 2026: $88.3B
Institutions holding LMT and their total value by quarter
QuarterHoldersValue
Q2 20262,795$88.3B
Q1 20262,939$104.3B
Q4 20252,732$82.6B
Q3 20252,587$84.9B
Q2 20252,610$80.2B
Q1 20252,571$77.5B
Q4 20242,697$84.8B
Q3 20242,605$101.8B
Q2 20242,436$81.5B
Q1 20242,421$80.1B
Q4 20232,449$80.9B
Q3 20232,266$74.9B
Q2 20232,309$85.8B
Q1 20232,284$90.1B
Q4 20222,323$95.7B
Q3 20222,133$76.4B
Q2 20222,182$85.6B
Q1 20222,180$88.2B
Q4 20212,063$71.5B
Q3 20211,922$70.3B
Q2 20211,986$78.0B
Q1 20211,956$77.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2023.

Institutions holding LMT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Level Financial Advisors, Inc.0$1260.00%−25−100.0%Reduced
Provence Wealth Management Group1$4530.00%−25−96.2%Reduced
Meeder Asset Management Inc1$4530.00%+1New
Tidemark, LLC1$4530.00%+1New
One River Asset Management, LLC1$4540.00%−86−98.9%Reduced
DHJJ Financial Advisors, Ltd.1$4540.00%00.0%Unchanged
Ibex Wealth Advisors1$5670.12%+1New
ClariVest Asset Management LLC2$9020.00%00.0%Unchanged
WFA Asset Management Corp2$9970.00%00.0%Unchanged
PEAK6 Investments LLC3$1.27K0.00%−7,959−100.0%Reduced
Cedar Mountain Advisors, LLC3$1.36K0.00%+3New
Atlas Capital Advisors LLC4$1.81K0.00%00.0%Unchanged
Tfo-TDC, LLC4$1.81K0.00%+2+100.0%Added
Frank, Rimerman Advisors LLC4$1.81K0.00%+4New
Vaughan Nelson Investment Management, L.P.5$2.00K0.00%+5New
Quarry LP5$2.27K0.00%−5−50.0%Reduced
Kessler Investment Group, LLC5$2.27K0.00%00.0%Unchanged
Highline Wealth Partners LLC5$2.27K0.00%00.0%Unchanged
Team Financial Group, LLC5$2.28K0.00%00.0%Unchanged
Country Trust Bank6$2.72K0.00%00.0%Unchanged
Raffa Wealth Management, LLC6$2.72K0.00%00.0%Unchanged
New Millennium Group LLC7$3.17K0.00%00.0%Unchanged
JDM Financial Group LLC7$3.17K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC7$3.17K0.00%00.0%Unchanged
DB Wealth Management Group, LLC8$3.63K0.00%00.0%Unchanged
Horizons Wealth Management8$3.63K0.00%00.0%Unchanged
WealthCollab, LLC8$3.63K0.00%+8New
Valued Wealth Advisors LLC10$4.09K0.00%+10New
NewSquare Capital LLC10$4.53K0.00%00.0%Unchanged
Granite FO LLC10$4.53K0.00%00.0%Unchanged
JCIC Asset Management Inc.10$4.53K0.00%+10New
Aspire Private Capital, LLC10$4.53K0.00%+10New
PayPay Securities Corp10$4.73K0.23%+3+42.9%Added
Ritter Daniher Financial Advisory LLC11$4.99K0.00%+11New
Signature Resources Capital Management, LLC11$4.99K0.00%+11New
Pineridge Advisors LLC11$4.99K0.00%+11New
Insight Financial Services13$5.89K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC13$5.89K0.01%+13New
NVWM, LLC14$6.34K0.00%00.0%Unchanged
Annapolis Financial Services, LLC14$6.35K0.00%00.0%Unchanged
Macroview Investment Management LLC15$6.74K0.01%00.0%Unchanged
Birch Capital Management, LLC15$6.80K0.00%00.0%Unchanged
Vima LLC15$6.80K0.02%+15New
Provenance Wealth Advisors, LLC15$6.80K0.00%+15New
TD Capital Management LLC15$6.84K0.00%00.0%Unchanged
Livelsberger Financial Advisory15$6.84K0.01%+15New
New England Capital Financial Advisors LLC15$6.85K0.00%00.0%Unchanged
Dunhill Financial, LLC15$6.98K0.01%+15New
Cutler Group LP16$7.00K0.00%−154−90.6%Reduced
Red Tortoise LLC16$7.25K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.17$7.71K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.19$7.77K0.01%00.0%Unchanged
Fortis Group Advisors, LLC22$9.97K0.00%+11+100.0%Added
DiNuzzo Private Wealth, Inc.23$10.4K0.00%+23New
Bradley & Co. Private Wealth Management, LLC24$10.9K0.01%+11+84.6%Added
Estabrook Capital Management26$11.8K0.00%00.0%Unchanged
Financial Perspectives, Inc26$11.8K0.00%+8+44.4%Added
Vermillion & White Wealth Management Group, LLC26$11.8K0.01%+26New
SJS Investment Consulting Inc.27$12.1K0.00%+16+145.5%Added
Perritt Capital Management Inc27$12.2K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC27$12.2K0.00%+4+17.4%Added
Impact Partnership Wealth, LLC28$12.7K0.00%−803−96.6%Reduced
Aspect Partners, LLC28$12.7K0.01%+28New
Abich Financial Wealth Management LLC30$13.6K0.01%+30New
Atlantic Trust, LLC30$13.6K0.00%00.0%Unchanged
Mendota Financial Group, LLC30$13.6K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC30$13.6K0.01%+30New
Roble, Belko & Company, Inc30$14.0K0.00%+30New
Versant Capital Management, Inc33$15.0K0.00%−10−23.3%Reduced
RE Dickinson Investment Advisors, LLC34$15.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC34$15.4K0.01%−5−12.8%Reduced
Rise Advisors, LLC35$15.9K0.01%00.0%Unchanged
Caitlin John, LLC36$16.5K0.01%+36New
PFS Partners, LLC37$16.6K0.01%+1+2.8%Added
O'Dell Group, LLC37$16.8K0.00%+37New
PFG Private Wealth Management, LLC38$17.2K0.01%−76−66.7%Reduced
Wiser Advisor Group LLC38$17.4K0.03%+38New
Legend Financial Advisors, Inc.39$17.7K0.01%+4+11.4%Added
Clean Yield Group40$18.1K0.01%00.0%Unchanged
Godsey & Gibb Associates40$18.1K0.00%00.0%Unchanged
Sachetta, LLC40$18.1K0.01%+40New
Riggs Asset Managment Co. Inc.42$19.0K0.01%00.0%Unchanged
Stone House Investment Management, LLC44$20.1K0.01%−100−69.4%Reduced
Stephens Consulting, LLC45$20.4K0.01%00.0%Unchanged
VitalStone Financial, LLC49$22.0K0.02%00.0%Unchanged
Retirement Group, LLC49$22.2K0.01%+6+14.0%Added
Heritage Wealth Advisors50$22.7K0.00%−365−88.0%Reduced
Maryland Capital Advisors Inc.50$22.7K0.01%00.0%Unchanged
Atticus Wealth Management, LLC55$24.9K0.01%−30−35.3%Reduced
Salomon & Ludwin, LLC61$24.9K0.00%00.0%Unchanged
Altshuler Shaham Ltd57$25.8K0.00%+57New
Providence Capital Advisors, LLC60$27.2K0.01%−26−30.2%Reduced
Front Row Advisors LLC60$27.2K0.01%00.0%Unchanged
Paladin Advisory Group, LLC61$27.6K0.02%00.0%Unchanged
Field & Main Bank62$28.1K0.01%−5−7.5%Reduced
American State Bank (Iowa)65$29.5K0.02%00.0%Unchanged
Activest Wealth Management65$29.5K0.02%+60+1,200.0%Added
Heck Capital Advisors, LLC67$30.4K0.00%+32+91.4%Added
CGC Financial Services, LLC67$30.6K0.01%00.0%Unchanged
Addison Advisors LLC69$31.3K0.01%00.0%Unchanged