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 |
|---|---|---|---|---|---|
| Birchbrook, Inc. | 2,239 | $1.01M | 0.67% | +2,239 | New |
| Graypoint LLC | 2,240 | $1.02M | 0.08% | +262+13.2% | Added |
| CRA Financial Services, LLC | 2,242 | $1.02M | 0.25% | +5+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,245 | $1.02M | 0.38% | +1,026+84.2% | Added |
| AXA S.A. | 2,248 | $1.02M | 0.00% | +282+14.3% | Added |
| True Wealth Design, LLC | 2,250 | $1.02M | 0.29% | +1,750+350.0% | Added |
| Catalyst Capital Advisors LLC | 2,253 | $1.02M | 0.03% | −82−3.5% | Reduced |
| My Legacy Advisors, LLC | 2,257 | $1.02M | 0.37% | −49−2.1% | Reduced |
| Wellington Shields & Co., LLC | 2,260 | $1.02M | 0.38% | −50−2.2% | Reduced |
| Dana Investment Advisors, Inc. | 2,262 | $1.03M | 0.05% | +144+6.8% | Added |
| Gryphon Financial Partners LLC | 2,297 | $1.03M | 0.18% | +1,209+111.1% | Added |
| Patten & Patten Inc | 2,272 | $1.03M | 0.08% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 2,275 | $1.03M | 0.64% | −267−10.5% | Reduced |
| South State Corp. | 2,275 | $1.03M | 0.09% | −30−1.3% | Reduced |
| MBM Wealth Consultants, LLC | 2,417 | $1.03M | 0.39% | +248+11.4% | Added |
| RMB Capital Management, LLC | 2,301 | $1.04M | 0.03% | −19−0.8% | Reduced |
| Loudon Investment Management, LLC | 2,309 | $1.05M | 0.65% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,318 | $1.05M | 0.04% | −700−23.2% | Reduced |
| Fiera Capital Corp | 2,320 | $1.05M | 0.00% | +1,138+96.3% | Added |
| Prestige Wealth Management Group LLC | 2,323 | $1.05M | 0.24% | +650+38.9% | Added |
| Eads & Heald Wealth Management | 2,337 | $1.06M | 0.51% | −53−2.2% | Reduced |
| Covenant Partners, LLC | 2,337 | $1.06M | 0.33% | −21−0.9% | Reduced |
| Forza Wealth Management, LLC | 2,341 | $1.06M | 0.59% | −1,197−33.8% | Reduced |
| Traphagen Investment Advisors LLC | 2,341 | $1.06M | 0.12% | +102+4.6% | Added |
| Charter Trust Co | 2,343 | $1.06M | 0.08% | −75−3.1% | Reduced |
| Verity Asset Management, Inc. | 2,345 | $1.06M | 0.68% | +292+14.2% | Added |
| Ancora Advisors, LLC | 2,363 | $1.07M | 0.03% | −108−4.4% | Reduced |
| TCTC Holdings, LLC | 2,365 | $1.07M | 0.04% | +45+1.9% | Added |
| Sompo Asset Management Co., Ltd. | 2,370 | $1.07M | 0.19% | +370+18.5% | Added |
| Walker Asset Management, LLC | 2,374 | $1.08M | 0.78% | +513+27.6% | Added |
| Cigna Investments Inc | 2,377 | $1.08M | 0.22% | −42−1.7% | Reduced |
| Global Trust Asset Management, LLC | 2,380 | $1.08M | 0.47% | +113+5.0% | Added |
| Marks Group Wealth Management, Inc | 2,383 | $1.08M | 0.12% | −235−9.0% | Reduced |
| BigSur Wealth Management LLC | 2,390 | $1.08M | 0.52% | −120−4.8% | Reduced |
| Syon Capital LLC | 2,394 | $1.08M | 0.11% | +598+33.3% | Added |
| Axq Capital, LP | 2,400 | $1.09M | 0.29% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,403 | $1.09M | 0.31% | −145−5.7% | Reduced |
| RDA Financial Network | 2,407 | $1.09M | 0.41% | +78+3.3% | Added |
| Corton Capital Inc. | 2,420 | $1.10M | 0.35% | +691+40.0% | Added |
| Nilsine Partners, LLC | 2,423 | $1.10M | 0.17% | −298−11.0% | Reduced |
| Mendel Capital Management LLC | 2,433 | $1.10M | 0.79% | +13+0.5% | Added |
| ORG Partners LLC | 2,452 | $1.11M | 0.19% | +404+19.7% | Added |
| Waverton Investment Management Ltd | 2,470 | $1.12M | 0.03% | +2,470 | New |
| Demars Financial Group, LLC | 2,471 | $1.12M | 0.60% | −7,736−75.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,624 | $1.12M | 0.45% | +514+24.4% | Added |
| GoalVest Advisory LLC | 2,472 | $1.12M | 0.49% | +323+15.0% | Added |
| Redmond Asset Management, LLC | 2,474 | $1.12M | 0.36% | +115+4.9% | Added |
| Duff & Phelps Investment Management Co | 2,477 | $1.12M | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,480 | $1.12M | 0.16% | +1,937+356.7% | Added |
| Clarus Wealth Advisors | 2,453 | $1.13M | 0.67% | +2,453 | New |
| Easterly Investment Partners LLC | 2,489 | $1.13M | 0.12% | −658−20.9% | Reduced |
| Financial Security Advisor, Inc. | 2,497 | $1.13M | 0.44% | +64+2.6% | Added |
| Jupiter Wealth Management LLC | 2,500 | $1.13M | 0.67% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,474 | $1.13M | 0.09% | +495+25.0% | Added |
| Ipswich Investment Management Co., Inc. | 2,508 | $1.14M | 0.29% | +980+64.1% | Added |
| First Hawaiian Bank | 2,512 | $1.14M | 0.04% | −78−3.0% | Reduced |
| InterOcean Capital Group, LLC | 2,519 | $1.14M | 0.03% | −1,473−36.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,526 | $1.14M | 0.30% | +13+0.5% | Added |
| Oak Family Advisors, LLC | 2,527 | $1.15M | 0.48% | +870+52.5% | Added |
| Zega Financial, LLC | 2,528 | $1.15M | 0.48% | +2,528 | New |
| Baldwin Investment Management, LLC | 2,535 | $1.15M | 0.18% | +235+10.2% | Added |
| Fiduciary Group LLC | 2,555 | $1.16M | 0.14% | −42−1.6% | Reduced |
| Fairfield, Bush & Co. | 2,556 | $1.16M | 0.68% | +146+6.1% | Added |
| Sippican Capital Advisors | 2,559 | $1.16M | 0.91% | −14−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,570 | $1.16M | 0.06% | −158−5.8% | Reduced |
| First Western Trust Bank | 2,576 | $1.17M | 0.06% | −90−3.4% | Reduced |
| Howe & Rusling Inc | 2,579 | $1.17M | 0.12% | +50+2.0% | Added |
| Veracity Capital LLC | 2,580 | $1.17M | 0.47% | −111−4.1% | Reduced |
| Crawford Fund Management, LLC | 2,600 | $1.18M | 0.99% | +2,600 | New |
| Legacy Financial Advisors, Inc. | 2,609 | $1.18M | 0.23% | +207+8.6% | Added |
| Patten Group, Inc. | 2,629 | $1.19M | 0.32% | +88+3.5% | Added |
| Purus Wealth Management, LLC | 2,635 | $1.19M | 0.69% | +12+0.5% | Added |
| Lokken Investment Group LLC | 2,647 | $1.20M | 0.68% | +1,366+106.6% | Added |
| Cornerstone Capital, Inc. | 2,680 | $1.21M | 0.13% | +790+41.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 2,687 | $1.22M | 1.16% | −33−1.2% | Reduced |
| Castlekeep Investment Advisors LLC | 2,688 | $1.22M | 0.87% | +2,688 | New |
| Argent Advisors, Inc. | 2,689 | $1.22M | 0.53% | −28−1.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,690 | $1.22M | 1.17% | +369+15.9% | Added |
| Institute for Wealth Management, LLC. | 2,692 | $1.22M | 0.20% | −124−4.4% | Reduced |
| Moneta Group Investment Advisors LLC | 2,695 | $1.22M | 0.02% | +190+7.6% | Added |
| Telemus Capital, LLC | 2,701 | $1.22M | 0.10% | −160−5.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,711 | $1.23M | 0.07% | +824+43.7% | Added |
| PFG Advisors | 2,713 | $1.23M | 0.10% | −12−0.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,720 | $1.23M | 0.74% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,724 | $1.23M | 0.14% | +205+8.1% | Added |
| Peoples Financial Services Corp. | 2,728 | $1.24M | 0.54% | +44+1.6% | Added |
| Lester Murray Antman dba SimplyRich | 2,729 | $1.24M | 0.43% | +8+0.3% | Added |
| Founders Financial Securities LLC | 2,731 | $1.24M | 0.14% | +529+24.0% | Added |
| Signet Investment Advisory Group, Inc. | 2,745 | $1.24M | 0.75% | +20+0.7% | Added |
| Alterity Financial Group, LLC | 2,747 | $1.25M | 1.78% | −69−2.5% | Reduced |
| Radnor Capital Management, LLC | 2,750 | $1.25M | 0.23% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,753 | $1.25M | 0.09% | −91−3.2% | Reduced |
| Excalibur Management Corp | 2,755 | $1.25M | 0.59% | −18−0.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,756 | $1.25M | 0.04% | +9+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 2,757 | $1.25M | 0.08% | +113+4.3% | Added |
| Coastal Investment Advisors, Inc. | 2,757 | $1.25M | 0.28% | −123−4.3% | Reduced |
| Pitcairn Co | 2,760 | $1.25M | 0.09% | +662+31.6% | Added |
| Essex Savings Bank | 2,765 | $1.25M | 0.36% | +671+32.0% | Added |
| Valley Brook Capital Group | 2,765 | $1.25M | 1.09% | +10+0.4% | Added |
| Roberts Glore & Co Inc | 2,773 | $1.26M | 0.39% | +6+0.2% | Added |