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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 3,355 | $1.52M | 0.21% | −22−0.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,359 | $1.52M | 0.17% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,366 | $1.53M | 0.01% | +353+11.7% | Added |
| Entropy Technologies, LP | 3,371 | $1.53M | 0.28% | +3,371 | New |
| HST Ventures, LLC | 3,379 | $1.53M | 0.54% | +3,379 | New |
| FCG Investment Co | 3,381 | $1.53M | 1.50% | +3,381 | New |
| Evernest Financial Advisors, LLC | 3,389 | $1.54M | 0.78% | +3,389 | New |
| NorthRock Partners, LLC | 3,394 | $1.54M | 0.06% | +1,549+84.0% | Added |
| First Financial Bank - Trust Division | 3,410 | $1.55M | 0.16% | −81−2.3% | Reduced |
| Taylor Financial Group, Inc. | 3,420 | $1.55M | 1.28% | +3,420 | New |
| William Allan, LLC | 3,431 | $1.55M | 1.12% | +6+0.2% | Added |
| Richwood Investment Advisors, LLC | 3,444 | $1.56M | 1.47% | +97+2.9% | Added |
| WealthShield Partners, LLC | 3,446 | $1.56M | 0.26% | +3,446 | New |
| Herold Advisors, Inc. | 3,448 | $1.56M | 0.43% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,450 | $1.56M | 0.03% | +910+35.8% | Added |
| Two Sigma Securities, LLC | 3,451 | $1.56M | 0.07% | −6,023−63.6% | Reduced |
| Probity Advisors, Inc. | 3,453 | $1.57M | 0.34% | +442+14.7% | Added |
| Altfest L J & Co Inc | 3,454 | $1.57M | 0.23% | −299−8.0% | Reduced |
| Aviso Wealth Management | 3,457 | $1.57M | 1.14% | +3,457 | New |
| Convergence Investment Partners, LLC | 3,459 | $1.57M | 0.82% | −149−4.1% | Reduced |
| W Advisors, LLC | 3,461 | $1.57M | 1.16% | +12+0.3% | Added |
| Gray Wealth Management Inc. | 3,467 | $1.57M | 0.77% | −462−11.8% | Reduced |
| Platform Technology Partners | 3,676 | $1.57M | 0.61% | +416+12.8% | Added |
| Aull & Monroe Investment Management Corp | 3,474 | $1.57M | 0.78% | −28−0.8% | Reduced |
| Valmark Advisers, Inc. | 3,477 | $1.58M | 0.03% | +70+2.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,483 | $1.58M | 0.09% | +112+3.3% | Added |
| Clark Capital Management Group, Inc. | 3,490 | $1.58M | 0.01% | +163+4.9% | Added |
| Holderness Investments Co | 3,501 | $1.59M | 0.44% | +590+20.3% | Added |
| Oakworth Capital, Inc. | 3,515 | $1.59M | 0.13% | +635+22.0% | Added |
| Pure Financial Advisors, Inc. | 3,524 | $1.60M | 0.06% | +17+0.5% | Added |
| Legal Advantage Investments, Inc. | 3,526 | $1.60M | 0.96% | −120−3.3% | Reduced |
| Counterweight Ventures, LLC | 3,568 | $1.62M | 1.47% | +3,568 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,573 | $1.62M | 0.53% | −76−2.1% | Reduced |
| Scott & Selber, Inc. | 3,584 | $1.62M | 0.61% | −40−1.1% | Reduced |
| Wolff Wiese Magana LLC | 3,590 | $1.63M | 1.55% | −199−5.3% | Reduced |
| Prosperitas Financial LLC | 3,592 | $1.63M | 1.20% | +356+11.0% | Added |
| Westhampton Capital, LLC | 3,598 | $1.63M | 0.97% | −40−1.1% | Reduced |
| Mission Wealth Management, LP | 3,609 | $1.64M | 0.05% | +134+3.9% | Added |
| Summit Trail Advisors, LLC | 3,630 | $1.65M | 0.05% | −112−3.0% | Reduced |
| Asset Dedication, LLC | 3,632 | $1.65M | 0.13% | +115+3.3% | Added |
| Churchill Management Corp | 3,646 | $1.65M | 0.03% | +3,646 | New |
| Guardian Wealth Management, Inc. | 3,654 | $1.66M | 1.40% | −3−0.1% | Reduced |
| Brighton Jones LLC | 3,655 | $1.66M | 0.07% | +75+2.1% | Added |
| Harbor Investment Advisory, LLC | 3,660 | $1.66M | 0.19% | −145−3.8% | Reduced |
| Centiva Capital, LP | 3,673 | $1.66M | 0.10% | −134−3.5% | Reduced |
| Compagnie Lombard Odier SCmA | 3,675 | $1.67M | 0.03% | +300+8.9% | Added |
| Redwood Investment Management, LLC | 3,681 | $1.67M | 0.15% | −978−21.0% | Reduced |
| Matrix Trust Co | 3,681 | $1.67M | 0.39% | +1,300+54.6% | Added |
| Claro Advisors LLC | 3,690 | $1.67M | 0.36% | +89+2.5% | Added |
| Thrive Wealth Management, LLC | 3,697 | $1.68M | 0.37% | +11+0.3% | Added |
| PBMares Wealth Management LLC | 3,713 | $1.68M | 0.51% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,723 | $1.69M | 1.22% | +6+0.2% | Added |
| Fundamentun, LLC | 3,728 | $1.69M | 0.20% | −166−4.3% | Reduced |
| Leonteq Securities AG | 3,741 | $1.70M | 0.22% | −3,182−46.0% | Reduced |
| Central Bank & Trust Co | 3,742 | $1.70M | 0.26% | +437+13.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,752 | $1.70M | 0.45% | +4+0.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 3,772 | $1.71M | 1.67% | −965−20.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,778 | $1.71M | 0.06% | +3,778 | New |
| Schechter Investment Advisors, LLC | 3,787 | $1.72M | 0.15% | +139+3.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,793 | $1.72M | 0.19% | −65−1.7% | Reduced |
| First City Capital Management, Inc. | 3,794 | $1.72M | 1.00% | −131−3.3% | Reduced |
| Main Street Financial Solutions, LLC | 3,799 | $1.72M | 0.22% | +9+0.2% | Added |
| Anchor Investment Management, LLC | 3,801 | $1.72M | 0.20% | −7−0.2% | Reduced |
| Highview Capital Management LLC | 3,807 | $1.73M | 0.92% | +31+0.8% | Added |
| Duality Advisers, LP | 3,818 | $1.73M | 0.18% | −1,654−30.2% | Reduced |
| Golden State Equity Partners | 3,830 | $1.74M | 0.42% | −332−8.0% | Reduced |
| IAM Advisory, LLC | 3,832 | $1.74M | 0.55% | +127+3.4% | Added |
| TCM Advisors, LLC | – | $1.74M | 1.41% | – | – |
| Verdence Capital Advisors LLC | 3,843 | $1.74M | 0.17% | +1,125+41.4% | Added |
| Procyon Private Wealth Partners, LLC | 3,848 | $1.74M | 0.15% | +2,230+137.8% | Added |
| Segment Wealth Management, LLC | 3,861 | $1.75M | 0.15% | −233−5.7% | Reduced |
| Buckley Wealth Management, LLC | 3,865 | $1.75M | 0.61% | −35−0.9% | Reduced |
| EPG Wealth Management LLC | 4,125 | $1.76M | 0.46% | +56+1.4% | Added |
| Meyer Handelman Co | 3,885 | $1.76M | 0.07% | +295+8.2% | Added |
| Roundview Capital LLC | 3,897 | $1.77M | 0.16% | +10.0% | Added |
| Epacria Capital Partners, LLC | 3,900 | $1.77M | 1.42% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,917 | $1.78M | 0.11% | −890−18.5% | Reduced |
| Bollard Group LLC | 3,921 | $1.78M | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 3,924 | $1.78M | 0.05% | +605+18.2% | Added |
| Greenwood Capital Associates LLC | 3,928 | $1.78M | 0.23% | −36−0.9% | Reduced |
| Wright Investors Service Inc | 3,932 | $1.78M | 0.50% | −1,136−22.4% | Reduced |
| Simplex Trading, LLC | 3,946 | $1.79M | 0.06% | +3,946 | New |
| TrinityPoint Wealth, LLC | 3,948 | $1.79M | 0.32% | +344+9.5% | Added |
| Pacifica Partners Inc. | 4,023 | $1.80M | 0.88% | −4−0.1% | Reduced |
| RB Capital Management, LLC | 3,975 | $1.80M | 0.52% | +191+5.0% | Added |
| Harbour Investments, Inc. | 3,977 | $1.80M | 0.07% | +357+9.9% | Added |
| JJJ Advisors Inc. | 3,986 | $1.81M | 0.44% | +37+0.9% | Added |
| Investors Asset Management of Georgia Inc | 3,990 | $1.81M | 0.92% | +250+6.7% | Added |
| Country Club Bank | 4,016 | $1.81M | 0.14% | −23−0.6% | Reduced |
| Wolverine Trading, LLC | 4,002 | $1.81M | 0.01% | −17,803−81.6% | Reduced |
| Phoenix Wealth Advisors | 3,992 | $1.82M | 1.27% | −349−8.0% | Reduced |
| Horizon Investments, LLC | 4,021 | $1.82M | 0.05% | −970−19.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,022 | $1.82M | 0.21% | +58+1.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,029 | $1.83M | 1.51% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,030 | $1.83M | 0.15% | +55+1.4% | Added |
| Acropolis Investment Management, LLC | 4,031 | $1.83M | 0.13% | +5+0.1% | Added |
| Lakeview Capital Partners, LLC | 4,045 | $1.83M | 0.32% | +28+0.7% | Added |
| Paralel Advisors LLC | 4,046 | $1.83M | 0.09% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,057 | $1.84M | 0.04% | +829+25.7% | Added |
| Cary Street Partner Investment Advisory LLC | 4,073 | $1.85M | 0.09% | +566+16.1% | Added |