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
- 2,448
- +213 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
- 319
- 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 |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 1,587 | $719.4K | 0.29% | +1+0.1% | Added |
| Finer Wealth Management, Inc. | 1,588 | $719.9K | 0.54% | +588+58.8% | Added |
| Rodgers Brothers Inc. | 1,589 | $720.2K | 0.11% | +75+5.0% | Added |
| Brady Family Wealth, LLC | 1,596 | $723.3K | 0.25% | −62−3.7% | Reduced |
| Good Life Advisors, LLC | 1,595 | $723.4K | 0.07% | +48+3.1% | Added |
| Fidelis Capital Partners, LLC | 1,597 | $723.8K | 0.16% | +574+56.1% | Added |
| BlueCrest Capital Management Ltd | 1,597 | $723.8K | 0.12% | +1,597 | New |
| Integris Wealth Management, LLC | 1,597 | $723.8K | 0.21% | +1,597 | New |
| Wealth Dimensions Group, Ltd. | 1,598 | $724.4K | 0.23% | −9−0.6% | Reduced |
| Hobbs Group Advisors, LLC | 1,601 | $725.5K | 0.32% | +1,601 | New |
| Titleist Asset Management, LLC | 1,601 | $725.5K | 0.13% | −328−17.0% | Reduced |
| Davis Capital Management | 1,603 | $726.5K | 0.70% | +1,603 | New |
| Wharton Business Group, LLC | 1,619 | $734.0K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,626 | $740.5K | 0.15% | −376−18.8% | Reduced |
| Ethos Financial Group, LLC | 1,634 | $741.0K | 0.16% | −343−17.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,637 | $742.0K | 0.24% | −148−8.3% | Reduced |
| Columbia Trust Co 01012016 | 1,642 | $744.2K | 0.34% | +16+1.0% | Added |
| Certus Wealth Management, LLC | 1,643 | $744.7K | 0.63% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 1,643 | $744.8K | 0.25% | −216−11.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,647 | $746.5K | 0.05% | +91+5.8% | Added |
| Renasant Bank | 1,652 | $748.8K | 0.60% | +120+7.8% | Added |
| Wade Financial Advisory, Inc | 1,655 | $750.1K | 0.28% | −25−1.5% | Reduced |
| Gamco Investors, Inc. Et Al | 1,658 | $751.5K | 0.01% | −220−11.7% | Reduced |
| Groesbeck Investment Management Corp | 1,660 | $752.0K | 1.04% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,661 | $753.0K | 0.21% | +1,661 | New |
| Keudell/Morrison Wealth Management | 1,663 | $753.7K | 0.25% | −39−2.3% | Reduced |
| Highlander Capital Management, LLC | 1,667 | $755.6K | 0.27% | +67+4.2% | Added |
| Wolverine Asset Management LLC | 1,672 | $757.8K | 0.01% | +1,672 | New |
| Key Financial Inc | 1,678 | $760.5K | 0.21% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,685 | $763.7K | 0.46% | −307−15.4% | Reduced |
| OmniStar Financial Group, Inc. | 1,695 | $768.6K | 0.96% | +35+2.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,696 | $768.7K | 0.20% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,698 | $769.6K | 0.13% | −65−3.7% | Reduced |
| Cypress Financial Planning LLC | 1,681 | $769.7K | 0.70% | +322+23.7% | Added |
| CFO4Life Group, LLC | 1,699 | $770.1K | 0.15% | +92+5.7% | Added |
| Becker Capital Management Inc | 1,701 | $771.0K | 0.03% | +2+0.1% | Added |
| Klingman & Associates, LLC | 1,706 | $773.2K | 0.06% | −11−0.6% | Reduced |
| Omnia Family Wealth, LLC | 1,710 | $775.0K | 0.40% | −112−6.1% | Reduced |
| Goldstone Financial Group, LLC | 1,710 | $775.0K | 0.20% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,713 | $776.4K | 0.06% | −170−9.0% | Reduced |
| Columbus Macro, LLC | 1,703 | $777.2K | 0.31% | +14+0.8% | Added |
| Mitchell Sinkler & Starr | 1,720 | $779.6K | 0.14% | +583+51.3% | Added |
| Carmichael Hill & Associates, Inc. | 1,724 | $781.5K | 0.35% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 1,725 | $781.8K | 0.16% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,728 | $783.2K | 0.48% | +8+0.5% | Added |
| TAM Capital Management Inc. | 1,729 | $783.7K | 0.52% | −6,734−79.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,731 | $784.6K | 0.40% | +132+8.3% | Added |
| Monarch Capital Management Inc | 1,733 | $785.5K | 0.24% | −10−0.6% | Reduced |
| Norris Financial Group, LLC | 1,737 | $787.3K | 0.48% | −15−0.9% | Reduced |
| Hudock, Inc. | 1,738 | $788.0K | 0.17% | −103−5.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,740 | $788.6K | 0.10% | −3,283−65.4% | Reduced |
| Emerald Advisors, LLC | 1,743 | $789.8K | 0.15% | +46+2.7% | Added |
| Prio Wealth Limited Partnership | 1,745 | $790.9K | 0.03% | −12−0.7% | Reduced |
| Financial Planning & Information Services, Inc. | 1,745 | $790.9K | 0.12% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,755 | $795.4K | 0.25% | −44−2.4% | Reduced |
| Silver Oak Securities, Inc | 1,755 | $795.6K | 0.11% | +965+122.2% | Added |
| Telos Capital Management, Inc. | 1,759 | $797.4K | 0.10% | −26−1.5% | Reduced |
| Scholtz & Company, LLC | 1,760 | $798.0K | 0.40% | +1,760 | New |
| Nvest Financial, LLC | 1,763 | $798.9K | 0.63% | +164+10.3% | Added |
| Stony Point Wealth Management Inc. | 1,764 | $799.5K | 0.37% | +10+0.6% | Added |
| Gibraltar Capital Management, Inc. | 1,768 | $801.3K | 0.34% | +1,768 | New |
| CIC Wealth, LLC | 1,776 | $805.2K | 0.26% | +187+11.8% | Added |
| Flputnam Investment Management Co | 1,779 | $806.4K | 0.02% | +481+37.1% | Added |
| GeoWealth Management, LLC | 1,783 | $808.0K | 0.07% | +1,779+44,475.0% | Added |
| FinTrust Capital Advisors, LLC | 1,784 | $808.5K | 0.16% | +12+0.7% | Added |
| Summit Financial, LLC | 1,784 | $808.6K | 0.05% | −2,081−53.8% | Reduced |
| CAPROCK Group, Inc. | 1,790 | $811.6K | 0.05% | +44+2.5% | Added |
| Atomi Financial Group, Inc. | 1,791 | $811.7K | 0.11% | +1,184+195.1% | Added |
| AMG National Trust Bank | 1,796 | $814.0K | 0.03% | −14−0.8% | Reduced |
| Means Investment Co., Inc. | 1,798 | $814.7K | 0.12% | −4−0.2% | Reduced |
| XR Securities LLC | 1,798 | $814.9K | 0.26% | −509−22.1% | Reduced |
| MidWestOne Financial Group, Inc. | 1,798 | $814.9K | 0.15% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 1,800 | $815.8K | 0.91% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,800 | $815.8K | 0.60% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,800 | $815.8K | 0.78% | +1,800 | New |
| Skopos Labs, Inc. | 1,802 | $816.7K | 0.39% | +1,802 | New |
| New England Research & Management, Inc. | 1,804 | $818.0K | 0.43% | +250+16.1% | Added |
| Ausdal Financial Partners, Inc. | 1,806 | $818.6K | 0.10% | +1+0.1% | Added |
| Northwest Financial Advisors | 1,812 | $821.4K | 0.70% | +1,812 | New |
| Carret Asset Management, LLC | 1,816 | $823.0K | 0.10% | +141+8.4% | Added |
| Accurate Wealth Management, LLC | 1,817 | $823.6K | 0.26% | −162−8.2% | Reduced |
| Creekmur Asset Management LLC | 1,818 | $823.9K | 0.26% | +1,818 | New |
| Fortis Capital Management LLC | 1,820 | $824.8K | 0.21% | +52+2.9% | Added |
| Tilia Fiduciary Partners, Inc. | 1,822 | $825.9K | 0.77% | +42+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 1,824 | $826.7K | 0.01% | +493+37.0% | Added |
| Oder Investment Management, LLC | 1,828 | $828.5K | 0.82% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,835 | $831.7K | 0.08% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,854 | $840.3K | 0.07% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,855 | $840.6K | 0.47% | +294+18.8% | Added |
| Northeast Financial Consultants Inc | 1,858 | $842.1K | 0.05% | −1,689−47.6% | Reduced |
| Mango Five Family, Inc. | 1,863 | $844.4K | 0.32% | +1,863 | New |
| Patron Partners Advisors, LLC | 1,865 | $845.3K | 0.56% | +46+2.5% | Added |
| Parkside Financial Bank & Trust | 1,866 | $845.8K | 0.15% | +172+10.2% | Added |
| STAR Financial Bank | 1,868 | $846.7K | 0.77% | −23−1.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,870 | $847.6K | 0.03% | +143+8.3% | Added |
| Geneos Wealth Management Inc. | 1,871 | $847.8K | 0.04% | −3,279−63.7% | Reduced |
| West Paces Advisors Inc. | 1,872 | $848.4K | 0.24% | +6+0.3% | Added |
| Trust Co | 1,876 | $850.3K | 0.11% | −200−9.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,879 | $851.6K | 0.24% | +12+0.6% | Added |
| Clarius Group, LLC | 1,882 | $853.0K | 0.07% | −52−2.7% | Reduced |