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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 4,524 | $1.85M | 0.03% | −627−12.2% | Reduced |
| Sage Investment Advisers LLC | 4,085 | $1.85M | 2.25% | −310−7.1% | Reduced |
| JGP Wealth Management, LLC | 4,104 | $1.86M | 0.28% | −377−8.4% | Reduced |
| Wealth Alliance | 4,107 | $1.86M | 0.26% | +19+0.5% | Added |
| Commonwealth Financial Services, LLC | 4,112 | $1.86M | 0.44% | −28−0.7% | Reduced |
| Sabal Trust CO | 4,115 | $1.87M | 0.11% | −143−3.4% | Reduced |
| L.M. Kohn & Company | 4,119 | $1.87M | 0.60% | +1,158+39.1% | Added |
| Payden & Rygel | 4,120 | $1.87M | 0.14% | −13,600−76.7% | Reduced |
| Tyche Wealth Partners LLC | 4,137 | $1.88M | 0.45% | +4,137 | New |
| Investors Research Corp | 4,153 | $1.88M | 0.45% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4,421 | $1.89M | 0.69% | −598−11.9% | Reduced |
| Congress Wealth Management LLC | 4,166 | $1.89M | 0.03% | +3,157+312.9% | Added |
| Choate Investment Advisors | 4,172 | $1.89M | 0.06% | +484+13.1% | Added |
| KKM Financial LLC | 4,176 | $1.89M | 1.19% | +4,176 | New |
| Insigneo Advisory Services, LLC | 4,200 | $1.90M | 0.27% | +76+1.8% | Added |
| Exeter Financial, LLC | 4,172 | $1.90M | 0.92% | +179+4.5% | Added |
| Smithfield Trust Co | 4,204 | $1.91M | 0.11% | −540−11.4% | Reduced |
| Ogorek Anthony Joseph | 4,212 | $1.91M | 0.69% | −151−3.5% | Reduced |
| Capital City Trust Co | 4,212 | $1.91M | 0.57% | +1,438+51.8% | Added |
| Arete Wealth Advisors, LLC | 4,231 | $1.92M | 0.15% | +4,231 | New |
| Decatur Capital Management, Inc. | 4,237 | $1.92M | 1.15% | +316+8.1% | Added |
| Cobblestone Capital Advisors LLC | 4,290 | $1.94M | 0.13% | +51+1.2% | Added |
| River Wealth Advisors LLC | 4,334 | $1.96M | 0.31% | −176−3.9% | Reduced |
| Wealthsource Partners, LLC | 4,336 | $1.97M | 0.13% | −218−4.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,340 | $1.97M | 0.39% | +62+1.4% | Added |
| First Command Advisory Services, Inc. | 4,346 | $1.97M | 0.02% | −133−3.0% | Reduced |
| Koshinski Asset Management, Inc. | 4,355 | $1.97M | 0.30% | +498+12.9% | Added |
| Parallel Advisors, LLC | 4,368 | $1.98M | 0.06% | +10.0% | Added |
| Cypress Capital Management LLC (WY) | 4,377 | $1.98M | 2.17% | −258−5.6% | Reduced |
| Harmony Asset Management LLC | 4,393 | $1.99M | 0.84% | +4,393 | New |
| Mystic Asset Management, Inc. | 4,399 | $1.99M | 0.95% | +301+7.3% | Added |
| Icon Advisers Inc | 4,400 | $1.99M | 0.46% | 00.0% | Unchanged |
| Heritage Trust Co | 4,404 | $2.00M | 0.28% | −119−2.6% | Reduced |
| Forum Financial Management, LP | 4,411 | $2.00M | 0.04% | −217−4.7% | Reduced |
| Steel Peak Wealth Management LLC | 4,417 | $2.00M | 0.12% | −543−10.9% | Reduced |
| Caxton Associates LP | 4,436 | $2.01M | 0.10% | −1,698−27.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 4,445 | $2.01M | 0.59% | +36+0.8% | Added |
| BFSG, LLC | 4,457 | $2.02M | 0.29% | −118−2.6% | Reduced |
| Kornitzer Capital Management Inc | 4,462 | $2.02M | 0.04% | −1,432−24.3% | Reduced |
| Western Wealth Management, LLC | 4,468 | $2.02M | 0.15% | −425−8.7% | Reduced |
| Powers Advisory Group, LLC | 4,498 | $2.04M | 1.26% | −112−2.4% | Reduced |
| Zurich Insurance Group Ltd | 4,500 | $2.04M | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,505 | $2.04M | 0.12% | −8−0.2% | Reduced |
| FDx Advisors, Inc. | 4,534 | $2.06M | 0.16% | −1,484−24.7% | Reduced |
| 3Chopt Investment Partners, LLC | 4,577 | $2.07M | 0.76% | +4,577 | New |
| Signature Wealth Management Group | 4,578 | $2.08M | 0.96% | +4,578 | New |
| Transamerica Financial Advisors, Inc. | 4,584 | $2.08M | 0.29% | −1,442−23.9% | Reduced |
| Blackhawk Capital Partners LLC. | 4,596 | $2.08M | 1.41% | +4,596 | New |
| Brasada Capital Management, LP | 4,597 | $2.08M | 0.41% | −630−12.1% | Reduced |
| Strategic Planning Group, LLC | 4,598 | $2.08M | 0.69% | +4,598 | New |
| Fulton Bank, N.A. | 4,599 | $2.08M | 0.09% | −27−0.6% | Reduced |
| Magnus Financial Group LLC | 4,607 | $2.09M | 0.27% | +344+8.1% | Added |
| Lantz Financial LLC | 4,611 | $2.09M | 0.75% | +115+2.6% | Added |
| Boomfish Wealth Group, LLC | 4,638 | $2.10M | 1.52% | +4,638 | New |
| RFG Advisory, LLC | 4,663 | $2.11M | 0.08% | −1,889−28.8% | Reduced |
| Bank Ozk | 4,665 | $2.11M | 1.03% | −125−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,695 | $2.13M | 0.17% | +182+4.0% | Added |
| Pachira Investments Inc. | 4,701 | $2.13M | 1.88% | +8+0.2% | Added |
| Fca Corp | 4,707 | $2.13M | 0.73% | +8+0.2% | Added |
| Public Sector Pension Investment Board | 4,715 | $2.14M | 0.02% | −19,293−80.4% | Reduced |
| Slagle Financial, LLC | 9,314 | $2.14M | 1.22% | +4,672+100.6% | Added |
| TrueMark Investments, LLC | 4,717 | $2.14M | 2.13% | +4,717 | New |
| CNB Bank | 4,735 | $2.15M | 1.15% | −169−3.4% | Reduced |
| Granite Bay Wealth Management, LLC | 4,800 | $2.15M | 0.02% | +4,800 | New |
| CoreCap Advisors, LLC | 4,776 | $2.16M | 0.14% | −3,257−40.5% | Reduced |
| First Manhattan Co | 4,787 | $2.17M | 0.01% | +6+0.1% | Added |
| One Capital Management, LLC | 4,794 | $2.17M | 0.09% | +1,878+64.4% | Added |
| Federated Hermes, Inc. | 4,806 | $2.18M | 0.01% | −3,145−39.6% | Reduced |
| Exencial Wealth Advisors, LLC | 4,825 | $2.19M | 0.09% | +332+7.4% | Added |
| Applied Capital LLC | 4,848 | $2.20M | 2.02% | −365−7.0% | Reduced |
| Access Financial Services, Inc. | 4,853 | $2.20M | 1.13% | −13−0.3% | Reduced |
| Lipe & Dalton | 4,855 | $2.20M | 1.19% | −30−0.6% | Reduced |
| Plimoth Trust Co LLC | 4,875 | $2.21M | 0.64% | +239+5.2% | Added |
| Tokio Marine Asset Management Co Ltd | 4,899 | $2.22M | 0.12% | −123−2.4% | Reduced |
| Certified Advisory Corp | 4,902 | $2.22M | 0.34% | +140+2.9% | Added |
| Diversified Trust Co | 4,904 | $2.22M | 0.07% | +286+6.2% | Added |
| Argonautica Private Wealth Management, Inc | 4,969 | $2.25M | 0.92% | −3−0.1% | Reduced |
| Evercore Wealth Management, LLC | 4,970 | $2.25M | 0.04% | +277+5.9% | Added |
| Colony Group, LLC | 4,976 | $2.25M | 0.03% | +4,976 | New |
| Sandy Spring Bank | 4,979 | $2.26M | 0.11% | −303−5.7% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,983 | $2.26M | 0.94% | +4,983 | New |
| Fort Sheridan Advisors LLC | 4,997 | $2.26M | 0.45% | −226−4.3% | Reduced |
| Greenfield Savings Bank | 5,000 | $2.27M | 1.31% | −18−0.4% | Reduced |
| Virtu Financial LLC | 5,012 | $2.27M | 0.18% | +1,216+32.0% | Added |
| MinichMacGregor Wealth Management, LLC | 5,024 | $2.28M | 0.66% | −4−0.1% | Reduced |
| Guyasuta Investment Advisors Inc | 5,058 | $2.29M | 0.17% | +68+1.4% | Added |
| Capital Investment Advisory Services, LLC | 5,082 | $2.30M | 0.22% | −32−0.6% | Reduced |
| Private Trust Co NA | 5,087 | $2.31M | 0.27% | +71+1.4% | Added |
| LWMG, LLC | 5,138 | $2.33M | 0.57% | −50−1.0% | Reduced |
| Investment Management Corp of Ontario | 5,164 | $2.34M | 0.06% | +5,164 | New |
| Penobscot Investment Management Company, Inc. | 5,173 | $2.34M | 0.27% | +90+1.8% | Added |
| Peak Financial Advisors LLC | 5,176 | $2.35M | 1.57% | +5,176 | New |
| Gateway Investment Advisers LLC | 5,190 | $2.35M | 0.03% | +764+17.3% | Added |
| Csenge Advisory Group | 5,194 | $2.35M | 0.15% | −150−2.8% | Reduced |
| Avitas Wealth Management LLC | 5,208 | $2.36M | 0.39% | +122+2.4% | Added |
| Clearstead Advisors, LLC | 5,224 | $2.37M | 0.13% | +76+1.5% | Added |
| West Oak Capital, LLC | 5,114 | $2.37M | 1.11% | −50−1.0% | Reduced |
| Abner Herrman & Brock LLC | 5,228 | $2.37M | 0.33% | +265+5.3% | Added |
| Mycio Wealth Partners, LLC | 5,230 | $2.37M | 0.67% | 00.0% | Unchanged |
| Cypress Capital, LLC | 5,233 | $2.37M | 0.67% | +292+5.9% | Added |