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 |
|---|---|---|---|---|---|
| LCNB Corp | 2,778 | $1.26M | 0.50% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,792 | $1.27M | 0.10% | −74−2.6% | Reduced |
| Boit C F David | 2,760 | $1.27M | 0.72% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 2,622 | $1.27M | 0.02% | +2,622 | New |
| Beaumont Asset Management, L.L.C. | 2,808 | $1.27M | 0.90% | +124+4.6% | Added |
| Diversified, LLC | 2,814 | $1.28M | 0.28% | −260−8.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,841 | $1.29M | 0.53% | −130−4.4% | Reduced |
| Vontobel Holding Ltd. | 2,842 | $1.29M | 0.01% | −543−16.0% | Reduced |
| Wealthspire Advisors, LLC | 2,846 | $1.29M | 0.02% | +411+16.9% | Added |
| ROI Financial Advisors, LLC | 2,850 | $1.29M | 1.07% | +2,850 | New |
| Inlet Private Wealth, LLC | 2,864 | $1.30M | 0.40% | −180−5.9% | Reduced |
| Cooper Financial Group | 2,865 | $1.30M | 0.24% | +182+6.8% | Added |
| TCI Wealth Advisors, Inc. | 2,875 | $1.30M | 0.14% | +1,110+62.9% | Added |
| Quantbot Technologies LP | 2,893 | $1.31M | 0.08% | −12,358−81.0% | Reduced |
| Meridian Wealth Advisors, LLC | 2,896 | $1.31M | 0.29% | −72−2.4% | Reduced |
| Moser Wealth Advisors, LLC | 2,898 | $1.31M | 0.84% | +23+0.8% | Added |
| 9258 Wealth Management, LLC | 2,899 | $1.31M | 0.23% | −119−3.9% | Reduced |
| St Germain D J Co Inc | 2,900 | $1.31M | 0.07% | +64+2.3% | Added |
| Kovack Advisors, Inc. | 2,907 | $1.32M | 0.16% | +294+11.3% | Added |
| Allianz Asset Management GmbH | 2,912 | $1.32M | 0.00% | −13,339−82.1% | Reduced |
| Farther Finance Advisors, LLC | 2,919 | $1.32M | 0.10% | +2,083+249.2% | Added |
| Retirement Planning Co of New England, Inc. | 2,921 | $1.32M | 0.60% | +29+1.0% | Added |
| Garner Asset Management Corp | 3,129 | $1.34M | 0.68% | +72+2.4% | Added |
| TFG Advisers LLC | 2,952 | $1.34M | 0.56% | −15−0.5% | Reduced |
| Covenant Asset Management, LLC | 2,957 | $1.34M | 0.37% | +76+2.6% | Added |
| BluePath Capital Management, LLC | 2,957 | $1.35M | 1.19% | +185+6.7% | Added |
| Investment Management Associates Inc | 2,974 | $1.35M | 0.52% | −178−5.6% | Reduced |
| Quadcap Wealth Management, LLC | 2,975 | $1.35M | 0.35% | +2,975 | New |
| Perpetual Ltd | 2,979 | $1.35M | 0.01% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,981 | $1.35M | 0.51% | −214−6.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.35M | 0.98% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 2,993 | $1.36M | 0.60% | −221−6.9% | Reduced |
| Monetary Management Group Inc | 2,992 | $1.36M | 0.42% | +1,430+91.5% | Added |
| First National Bank & Trust Co of Newtown | 3,001 | $1.36M | 0.29% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,006 | $1.36M | 0.17% | −9,813−76.6% | Reduced |
| Castle Rock Wealth Management, LLC | 3,004 | $1.37M | 0.41% | +45+1.5% | Added |
| Clearview Wealth Advisors LLC | 3,024 | $1.37M | 1.60% | +20+0.7% | Added |
| Stiles Financial Services Inc | 3,028 | $1.38M | 0.62% | +911+43.0% | Added |
| Royal Fund Management, LLC | 3,023 | $1.38M | 0.17% | +93+3.2% | Added |
| Eagle Rock Investment Company, LLC | 3,047 | $1.38M | 0.28% | +6+0.2% | Added |
| Proficio Capital Partners LLC | 3,052 | $1.38M | 0.17% | +34+1.1% | Added |
| Aft, Forsyth & Company, Inc. | 3,055 | $1.38M | 0.87% | +25+0.8% | Added |
| Augustine Asset Management Inc | 3,060 | $1.39M | 0.61% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,093 | $1.40M | 0.22% | −10−0.3% | Reduced |
| Nations Financial Group Inc, | 3,105 | $1.41M | 0.13% | −137−4.2% | Reduced |
| Cahill Financial Advisors Inc | 3,113 | $1.41M | 0.21% | −826−21.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,117 | $1.41M | 0.44% | −270−8.0% | Reduced |
| Harbour Trust & Investment Management Co | 3,118 | $1.41M | 0.20% | +3,118 | New |
| NEOS Investment Management LLC | 3,130 | $1.42M | 0.13% | +886+39.5% | Added |
| Morse Asset Management, Inc | 3,130 | $1.42M | 0.42% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 3,133 | $1.42M | 0.02% | −15,594−83.3% | Reduced |
| Profund Advisors LLC | 3,141 | $1.42M | 0.06% | +554+21.4% | Added |
| Stevens Capital Management LP | 3,151 | $1.43M | 0.36% | −22,178−87.6% | Reduced |
| Venturi Wealth Management, LLC | 3,151 | $1.43M | 0.10% | −27−0.8% | Reduced |
| First Citizens Bank & Trust Co | 3,158 | $1.43M | 0.03% | −19−0.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,163 | $1.43M | 0.40% | −16−0.5% | Reduced |
| Leisure Capital Management | 3,165 | $1.43M | 0.78% | −492−13.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,346 | $1.44M | 0.01% | +902+36.9% | Added |
| WSFS Capital Management, LLC | 3,171 | $1.44M | 0.09% | +847+36.4% | Added |
| Whittier Trust Co of Nevada Inc | 3,177 | $1.44M | 0.05% | +78+2.5% | Added |
| Lineweaver Wealth Advisors, LLC | 3,171 | $1.44M | 0.37% | +1,204+61.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,187 | $1.44M | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,190 | $1.45M | 0.07% | −1,362−29.9% | Reduced |
| Wellington Shields Capital Management, LLC | 3,195 | $1.45M | 0.18% | −588−15.5% | Reduced |
| OV Management LLC | 3,200 | $1.45M | 1.20% | +3,200 | New |
| Curi Capital | 3,204 | $1.45M | 0.20% | +18+0.6% | Added |
| First Financial Corp | 3,207 | $1.45M | 0.74% | +19+0.6% | Added |
| First Foundation Advisors | 3,214 | $1.46M | 0.07% | −815−20.2% | Reduced |
| Harvest Investment Advisors, LLC | 3,217 | $1.46M | 1.17% | −12−0.4% | Reduced |
| Resource Consulting Group Inc | 3,231 | $1.46M | 0.25% | +75+2.4% | Added |
| Schmidt P J Investment Management Inc | 3,414 | $1.47M | 0.29% | +78+2.3% | Added |
| LGT Fund Management Co Ltd. | 3,260 | $1.47M | 0.63% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,247 | $1.47M | 0.08% | −215−6.2% | Reduced |
| Sunbelt Securities, Inc. | 3,250 | $1.47M | 0.19% | −105−3.1% | Reduced |
| Beaton Management Co. Inc. | 3,249 | $1.47M | 0.88% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,253 | $1.47M | 0.84% | +7+0.2% | Added |
| Cunning Capital Partners, LP | 3,255 | $1.48M | 0.92% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,255 | $1.48M | 1.03% | −28−0.9% | Reduced |
| PYA Waltman Capital, LLC | 3,262 | $1.48M | 0.62% | +220+7.2% | Added |
| Premier Path Wealth Partners, LLC | 3,286 | $1.49M | 0.33% | +3,286 | New |
| Optimist Retirement Group LLC | 3,291 | $1.49M | 0.97% | +3,291 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,456 | $1.49M | 0.62% | +15+0.4% | Added |
| Rice Partnership, LLC | 3,291 | $1.49M | 0.39% | +4+0.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,296 | $1.49M | 0.60% | −565−14.6% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $1.50M | 0.40% | −100−2.9% | Reduced |
| D.B. Root & Company, LLC | 3,308 | $1.50M | 0.54% | −49−1.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,312 | $1.50M | 0.27% | +28+0.9% | Added |
| Verition Fund Management LLC | 3,312 | $1.50M | 0.02% | −20,184−85.9% | Reduced |
| Alaethes Wealth LLC | 3,316 | $1.50M | 0.71% | +66+2.0% | Added |
| Guerra Pan Advisors, LLC | 3,319 | $1.50M | 1.44% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,322 | $1.51M | 0.10% | +162+5.1% | Added |
| Flagship Harbor Advisors, LLC | 3,323 | $1.51M | 0.11% | +366+12.4% | Added |
| New Hampshire Trust | 3,325 | $1.51M | 0.36% | −28−0.8% | Reduced |
| Islay Capital Management, LLC | 3,332 | $1.51M | 1.19% | +476+16.7% | Added |
| Great Diamond Partners, LLC | 3,336 | $1.51M | 0.37% | −85−2.5% | Reduced |
| High Note Wealth, LLC | 3,337 | $1.51M | 0.57% | +256+8.3% | Added |
| Red Cedar Investment Management, LLC | 3,341 | $1.51M | 0.22% | 00.0% | Unchanged |
| Quest Partners LLC | 3,347 | $1.52M | 0.32% | +3,347 | New |
| Optimum Investment Advisors | 3,350 | $1.52M | 0.76% | +50+1.5% | Added |
| Pflug Koory, LLC | 3,353 | $1.52M | 0.81% | 00.0% | Unchanged |