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 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Symmetry Investments LP | 1,297 | $587.9K | 0.11% | +1,297 | New |
| Schnieders Capital Management LLC | 1,302 | $590.1K | 0.13% | −460−26.1% | Reduced |
| Garrison Point Advisors, LLC | 1,305 | $591.5K | 0.42% | −15−1.1% | Reduced |
| Waterloo Capital, L.P. | 1,308 | $592.9K | 0.10% | +1,308 | New |
| SignalPoint Asset Management, LLC | 1,309 | $593.0K | 0.17% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,309 | $593.3K | 0.22% | −26−1.9% | Reduced |
| Simplicity Wealth,LLC | 1,311 | $594.0K | 0.23% | +1,311 | New |
| Kapstone Financial Advisors LLC | 1,379 | $594.4K | 0.47% | −40−2.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,315 | $596.0K | 0.51% | +70+5.6% | Added |
| Unique Wealth Strategies, LLC | 1,315 | $596.0K | 0.40% | +1,315 | New |
| Toth Financial Advisory Corp | 1,317 | $596.7K | 0.08% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,317 | $596.9K | 0.34% | +83+6.7% | Added |
| RW Investment Management LLC | 1,324 | $600.1K | 0.09% | −39−2.9% | Reduced |
| Point72 Hong Kong Ltd | 1,324 | $600.2K | 0.04% | +1,324 | New |
| Smith, Moore & Co. | 1,326 | $600.8K | 0.07% | +45+3.5% | Added |
| Altus Wealth Group LLC | 1,329 | $602.4K | 0.33% | +142+12.0% | Added |
| Secure Asset Management, LLC | 1,330 | $602.7K | 0.16% | +12+0.9% | Added |
| Red Mountain Financial, LLC | 1,333 | $604.4K | 0.93% | +1,333 | New |
| Capital Wealth Planning, LLC | 1,335 | $605.2K | 0.01% | −440,742−99.7% | Reduced |
| Triangle Securities Wealth Management | 1,336 | $605.5K | 0.19% | −10−0.7% | Reduced |
| Castle Wealth Management LLC | 1,342 | $608.4K | 0.36% | +210+18.6% | Added |
| PDS Planning, Inc | 1,342 | $608.4K | 0.07% | +4+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 1,328 | $609.0K | 0.06% | −6−0.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,345 | $609.6K | 0.22% | +112+9.1% | Added |
| First Commonwealth Financial Corp | 1,346 | $610.1K | 0.19% | +86+6.8% | Added |
| Gulf International Bank (UK) Ltd | 1,351 | $612.0K | 0.02% | −488−26.5% | Reduced |
| Argus Investors' Counsel, Inc. | 1,352 | $612.6K | 0.39% | −22−1.6% | Reduced |
| BCS Wealth Management | 1,358 | $615.0K | 0.23% | 00.0% | Unchanged |
| GDS Wealth Management | 1,357 | $615.0K | 0.08% | −147−9.8% | Reduced |
| Beaumont Financial Advisors, LLC | 1,361 | $616.8K | 0.06% | +255+23.1% | Added |
| Murphy Pohlad Asset Management LLC | 1,361 | $616.9K | 0.26% | −70−4.9% | Reduced |
| Paulson Wealth Management Inc. | 1,363 | $617.8K | 0.20% | +4+0.3% | Added |
| Bangor Savings Bank | 1,365 | $618.7K | 0.07% | −1,957−58.9% | Reduced |
| Crescent Grove Advisors, LLC | 1,365 | $618.7K | 0.07% | −216−13.7% | Reduced |
| Bristlecone Advisors, LLC | 1,366 | $619.1K | 0.06% | −60−4.2% | Reduced |
| American Trust | 1,370 | $620.9K | 0.05% | −111−7.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,370 | $620.9K | 0.29% | +1+0.1% | Added |
| Benjamin Edwards Inc | 1,371 | $621.0K | 0.14% | −44−3.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,372 | $621.8K | 0.81% | −162−10.6% | Reduced |
| AXS Investments LLC | 1,373 | $622.3K | 0.15% | +1,193+662.8% | Added |
| Cohen Investment Advisors LLC | 1,374 | $622.8K | 0.46% | −97−6.6% | Reduced |
| Ironwood Financial, llc | 1,387 | $628.6K | 0.15% | −23−1.6% | Reduced |
| Wela Strategies, Inc. | 1,388 | $629.1K | 0.34% | +41+3.0% | Added |
| Prelude Capital Management, LLC | 1,389 | $629.5K | 0.05% | −7,517−84.4% | Reduced |
| Keebeck Alpha, LP | 1,389 | $629.5K | 0.50% | −189−12.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,396 | $632.7K | 0.40% | +1,396 | New |
| Cito Capital Group, LLC | 1,400 | $635.0K | 0.27% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,401 | $635.0K | 0.09% | +13+0.9% | Added |
| Chatham Capital Group, Inc. | 1,404 | $636.3K | 0.13% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,418 | $642.6K | 0.23% | −22−1.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,421 | $643.9K | 0.06% | +7+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,423 | $645.0K | 0.10% | −6−0.4% | Reduced |
| Nwam LLC | 1,425 | $645.7K | 0.05% | +94+7.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,425 | $645.9K | 0.07% | +1,425 | New |
| JT Stratford LLC | 1,427 | $646.8K | 0.15% | −32−2.2% | Reduced |
| Carr Financial Group Corp | 1,428 | $647.4K | 0.24% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,431 | $648.5K | 0.02% | +254+21.6% | Added |
| Abbrea Capital, LLC | 1,432 | $649.0K | 0.09% | +35+2.5% | Added |
| Capital Square, LLC | 1,438 | $651.8K | 0.74% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,438 | $651.8K | 0.40% | −92−6.0% | Reduced |
| Sterling Financial Group, Inc. | 1,444 | $654.5K | 0.39% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,444 | $654.6K | 0.11% | +71+5.2% | Added |
| Portside Wealth Group, LLC | 1,446 | $655.4K | 0.12% | −107−6.9% | Reduced |
| Ti-Trust, Inc | 1,450 | $657.2K | 0.58% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $657.2K | 0.12% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,455 | $659.5K | 0.03% | +44+3.1% | Added |
| RiverPark Advisors, LLC | 1,458 | $660.8K | 0.61% | +505+53.0% | Added |
| Pettyjohn, Wood & White, Inc | 1,459 | $661.3K | 0.14% | +15+1.0% | Added |
| Legacy Capital Wealth Partners, LLC | 1,477 | $669.6K | 0.19% | +37+2.6% | Added |
| Parcion Private Wealth LLC | 1,478 | $669.9K | 0.06% | +500+51.1% | Added |
| Financial Engines Advisors L.L.C. | 1,478 | $670.3K | 0.00% | +352+31.3% | Added |
| Prosperity Consulting Group, LLC | 1,479 | $670.3K | 0.22% | +557+60.4% | Added |
| Cambridge Trust Co | 1,482 | $671.7K | 0.03% | −42−2.8% | Reduced |
| Strategic Wealth Designers | 1,484 | $672.6K | 0.10% | −921−38.3% | Reduced |
| WBH Advisory Inc | 1,485 | $673.2K | 0.07% | −17−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,489 | $674.9K | 0.06% | +108+7.8% | Added |
| Wealth Management Associates, Inc. | 1,492 | $676.3K | 0.36% | −291−16.3% | Reduced |
| Shelton Wealth Management, LLC | 1,495 | $677.4K | 0.48% | +603+67.6% | Added |
| Twin Lakes Capital Management, LLC | 1,497 | $678.6K | 0.46% | 00.0% | Unchanged |
| Auxier Asset Management | 1,498 | $679.0K | 0.11% | −25−1.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $679.9K | 0.02% | 00.0% | Unchanged |
| SL Advisors, LLC | 1,504 | $681.7K | 1.47% | −45−2.9% | Reduced |
| Siemens Fonds Invest GmbH | 1,507 | $683.0K | 0.06% | +549+57.3% | Added |
| Barlow Wealth Partners, Inc. | 1,508 | $683.5K | 0.10% | +1,508 | New |
| Fortem Financial Group, LLC | 1,516 | $686.9K | 0.34% | +487+47.3% | Added |
| Cadinha & Co LLC | 1,519 | $688.5K | 0.11% | −215−12.4% | Reduced |
| CVA Family Office, LLC | 1,520 | $688.9K | 0.13% | +82+5.7% | Added |
| GAMMA Investing LLC | 1,605 | $689.2K | 0.19% | +1,605 | New |
| Nebula Research & Development LLC | 1,532 | $694.4K | 0.21% | +1,532 | New |
| Liberty Wealth Management LLC | 1,535 | $696.0K | 0.15% | +64+4.4% | Added |
| Buttonwood Financial Advisors Inc. | 1,537 | $696.7K | 0.38% | −56−3.5% | Reduced |
| Octavia Wealth Advisors, LLC | 1,547 | $701.3K | 0.12% | +168+12.2% | Added |
| HF Advisory Group, LLC | 1,548 | $701.4K | 0.45% | +316+25.6% | Added |
| Chicago Partners Investment Group LLC | 1,626 | $701.8K | 0.03% | +27+1.7% | Added |
| Machina Capital S.A.S. | 1,554 | $704.3K | 0.45% | −1,507−49.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,555 | $704.8K | 0.23% | +1+0.1% | Added |
| Warner Financial, Inc | 1,556 | $705.0K | 0.40% | +8+0.5% | Added |
| Farmers & Merchants Investments Inc | 1,557 | $705.7K | 0.03% | −10−0.6% | Reduced |
| Zullo Investment Group, Inc. | 1,559 | $706.7K | 0.36% | +71+4.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,572 | $712.5K | 0.82% | +10+0.6% | Added |