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
- 2,448
- +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 | 2,795 | $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, 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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 1,883 | $853.0K | 0.12% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,883 | $853.3K | 0.16% | −49−2.5% | Reduced |
| Capital Market Strategies LLC | 1,886 | $854.8K | 0.75% | +13+0.7% | Added |
| Rockingstone Advisors LLC | 1,887 | $855.3K | 0.48% | −158−7.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,889 | $856.2K | 0.14% | −69−3.5% | Reduced |
| Park Place Capital Corp | 1,892 | $857.5K | 0.34% | −49−2.5% | Reduced |
| Birinyi Associates Inc | 1,900 | $861.0K | 0.31% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,900 | $861.0K | 0.35% | +1,300+216.7% | Added |
| Chesley Taft & Associates LLC | 1,901 | $861.6K | 0.05% | −285−13.0% | Reduced |
| Quadrant Capital Group LLC | 1,902 | $862.1K | 0.07% | +73+4.0% | Added |
| Fox Hill Wealth Management | 1,905 | $863.4K | 0.66% | +1,905 | New |
| KC Investment Advisors, LLC | 1,906 | $863.9K | 0.52% | +66+3.6% | Added |
| Deseret Mutual Benefit Administrators | 1,911 | $866.1K | 0.50% | −589−23.6% | Reduced |
| MWA Asset Management | 1,916 | $868.4K | 0.72% | +118+6.6% | Added |
| Capital Asset Advisory Services LLC | 1,916 | $868.5K | 0.05% | −124−6.1% | Reduced |
| Wealth Quarterback LLC | 1,918 | $869.3K | 0.53% | +8+0.4% | Added |
| Pioneer Trust Bank N A | 1,920 | $870.2K | 0.26% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,921 | $870.7K | 0.16% | +114+6.3% | Added |
| City State Bank | 1,924 | $872.0K | 0.44% | +38+2.0% | Added |
| SWMG, LLC | 1,926 | $872.8K | 0.42% | +1+0.1% | Added |
| Advisory Alpha, LLC | 1,926 | $873.3K | 0.04% | +189+10.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $874.0K | 0.10% | 00.0% | Unchanged |
| SRN Advisors, LLC | 1,929 | $874.3K | 0.78% | +1,929 | New |
| AlTi Global, Inc. | 1,923 | $875.5K | 0.03% | +1,923 | New |
| Texas Capital Bancshares Inc | 1,933 | $876.1K | 0.47% | +2+0.1% | Added |
| TL Private Wealth | 1,935 | $877.0K | 0.45% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,938 | $878.4K | 0.09% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 1,942 | $880.2K | 0.93% | −20−1.0% | Reduced |
| Gradient Capital Advisors, LLC | 1,947 | $882.6K | 0.34% | +26+1.4% | Added |
| Burns J W & Co Inc | 1,948 | $882.8K | 0.13% | −32−1.6% | Reduced |
| StrategIQ Financial Group, LLC | 1,949 | $883.4K | 0.10% | +793+68.6% | Added |
| Marcum Wealth, LLC | 1,961 | $888.9K | 0.09% | −303−13.4% | Reduced |
| Harbour Capital Advisors, LLC | 1,943 | $892.1K | 0.24% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,970 | $892.8K | 0.42% | +31+1.6% | Added |
| IFG Advisory, LLC | 1,969 | $892.8K | 0.07% | +476+31.9% | Added |
| DeDora Capital, Inc. | 1,973 | $894.3K | 0.31% | +71+3.7% | Added |
| Investment Partners, Ltd. | 1,974 | $894.7K | 0.44% | −239−10.8% | Reduced |
| MONECO Advisors, LLC | 1,975 | $895.3K | 0.17% | +74+3.9% | Added |
| WP Advisors, LLC | 1,979 | $896.9K | 0.33% | 00.0% | Unchanged |
| First PREMIER Bank | 1,978 | $897.0K | 0.25% | 00.0% | Unchanged |
| Washington Trust Bank | 1,988 | $901.0K | 0.08% | −66−3.2% | Reduced |
| Texas Yale Capital Corp. | 1,998 | $905.8K | 0.04% | 00.0% | Unchanged |
| Opus Investment Management Inc | 2,000 | $906.5K | 0.52% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,988 | $911.7K | 0.12% | −224−10.1% | Reduced |
| Hunter Associates Investment Management LLC | 2,011 | $912.0K | 0.17% | +25+1.3% | Added |
| Duncker Streett & Co Inc | 2,013 | $912.4K | 0.19% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,013 | $912.4K | 0.23% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,034 | $921.9K | 0.17% | −17−0.8% | Reduced |
| Union Savings Bank | 2,037 | $923.2K | 0.52% | −195−8.7% | Reduced |
| Pictet & Cie (Europe) SA | 2,039 | $924.2K | 0.03% | +939+85.4% | Added |
| Lake Street Financial LLC | 2,041 | $925.0K | 0.15% | −760−27.1% | Reduced |
| Monument Capital Management | 2,045 | $927.0K | 0.30% | −60−2.9% | Reduced |
| Quotient Wealth Partners, LLC | 2,053 | $930.3K | 0.04% | +2,053 | New |
| Wynn Capital, LLC | 2,054 | $931.0K | 0.76% | +2,054 | New |
| Financial Advisors Network, Inc. | 2,067 | $936.7K | 0.19% | +360+21.1% | Added |
| SPC Financial, Inc. | 2,068 | $937.4K | 0.10% | +161+8.4% | Added |
| Gables Capital Management Inc. | 2,081 | $943.2K | 0.59% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,091 | $944.0K | 0.05% | −446−17.6% | Reduced |
| Williams Financial, LLC | 2,084 | $944.6K | 0.69% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 2,086 | $945.5K | 0.80% | +67+3.3% | Added |
| Crawford Investment Counsel Inc | 2,088 | $946.4K | 0.02% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 2,067 | $948.0K | 0.32% | −86−4.0% | Reduced |
| Cornerstone Advisory, LLC | 2,093 | $948.6K | 0.15% | +128+6.5% | Added |
| Verus Capital Partners, LLC | 2,098 | $951.0K | 0.12% | +106+5.3% | Added |
| Symphony Financial, Ltd. Co. | 2,078 | $951.4K | 0.20% | −351−14.5% | Reduced |
| Chelsea Counsel Co | 2,107 | $955.0K | 0.51% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,109 | $956.1K | 0.49% | +2,109 | New |
| Strait & Sound Wealth Management LLC | 2,100 | $958.6K | 0.60% | +10+0.5% | Added |
| Cornerstone Wealth Management, LLC | 2,120 | $960.8K | 0.08% | +168+8.6% | Added |
| Wescott Financial Advisory Group, LLC | 2,121 | $961.3K | 0.13% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 2,126 | $963.6K | 0.20% | +10+0.5% | Added |
| Morningstar Investment Management LLC | 2,130 | $965.0K | 0.11% | +18+0.9% | Added |
| Wagner Wealth Management, LLC | 2,130 | $965.6K | 0.32% | −118−5.2% | Reduced |
| Schrum Private Wealth Management LLC | 2,132 | $966.3K | 1.37% | −1,376−39.2% | Reduced |
| Avidian Wealth Solutions, LLC | 2,135 | $967.5K | 0.06% | −192−8.3% | Reduced |
| Allen Capital Group, LLC | 2,144 | $971.5K | 0.16% | −164−7.1% | Reduced |
| McMahon Financial Advisors, LLC | 2,146 | $972.8K | 0.27% | +945+78.7% | Added |
| Monograph Wealth Advisors, LLC | 2,147 | $973.1K | 0.17% | +17+0.8% | Added |
| Independence Bank of Kentucky | 2,147 | $973.1K | 0.34% | +431+25.1% | Added |
| Greenup Street Wealth Management LLC | 2,148 | $973.8K | 0.27% | +2,148 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,161 | $976.5K | 0.00% | +1,057+95.7% | Added |
| RKL Wealth Management LLC | 2,155 | $976.9K | 0.11% | +3+0.1% | Added |
| Hartline Investment Corp | 2,156 | $977.2K | 0.16% | +1,478+218.0% | Added |
| AlphaStar Capital Management, LLC | 2,171 | $983.9K | 0.09% | −1,416−39.5% | Reduced |
| IMS Capital Management | 2,173 | $984.8K | 0.48% | −6−0.3% | Reduced |
| Retirement Guys Formula LLC | 2,174 | $985.1K | 0.53% | +156+7.7% | Added |
| Keystone Financial Planning, Inc. | 2,175 | $985.8K | 0.33% | +85+4.1% | Added |
| Vicus Capital | 2,176 | $986.2K | 0.10% | −380−14.9% | Reduced |
| Nikulski Financial, Inc. | 2,181 | $988.5K | 0.36% | −50−2.2% | Reduced |
| PFG Investments, LLC | 2,189 | $992.1K | 0.18% | +109+5.2% | Added |
| Helen Stephens Group, LLC | 2,190 | $992.5K | 0.44% | +410+23.0% | Added |
| Washington Capital Management Inc | 2,200 | $997.1K | 0.85% | −290−11.6% | Reduced |
| Kathmere Capital Management, LLC | 2,209 | $1.00M | 0.13% | +473+27.2% | Added |
| BCJ Capital Management, LLC | 2,219 | $1.01M | 0.09% | −504−18.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,220 | $1.01M | 0.42% | +5+0.2% | Added |
| Rogco, LP | 2,221 | $1.01M | 0.44% | −8−0.4% | Reduced |
| Aspen Investment Management Inc | 2,224 | $1.01M | 0.56% | −55−2.4% | Reduced |
| Acima Private Wealth, LLC | 2,231 | $1.01M | 0.39% | 00.0% | Unchanged |
| McDonald Partners LLC | 2,234 | $1.01M | 0.30% | +208+10.3% | Added |
| Strategic Blueprint, LLC | 2,236 | $1.01M | 0.08% | −354−13.7% | Reduced |