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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 5,238 | $2.37M | 0.88% | +2,234+74.4% | Added |
| iA Global Asset Management Inc. | 5,248 | $2.38M | 0.05% | +469+9.8% | Added |
| Icon Wealth Advisors, LLC | 5,250 | $2.38M | 0.25% | +5,250 | New |
| Continuum Advisory, LLC | 5,253 | $2.38M | 0.34% | +2,743+109.3% | Added |
| Cyndeo Wealth Partners, LLC | 5,253 | $2.38M | 0.22% | +53+1.0% | Added |
| Boston Private Wealth LLC | 5,255 | $2.38M | 0.06% | +228+4.5% | Added |
| Advisory Research Inc | 5,273 | $2.39M | 0.37% | −250−4.5% | Reduced |
| SeaCrest Wealth Management, LLC | 5,236 | $2.39M | 0.30% | +92+1.8% | Added |
| Wendell David Associates Inc | 5,284 | $2.40M | 0.26% | +2,961+127.5% | Added |
| Paradigm Financial Partners, LLC | 5,308 | $2.41M | 0.58% | +335+6.7% | Added |
| 180 Wealth Advisors, LLC | 5,288 | $2.41M | 0.48% | −23−0.4% | Reduced |
| Robbins Farley LLC | 5,375 | $2.44M | 1.53% | +113+2.1% | Added |
| Moseley Investment Management Inc | 5,381 | $2.44M | 1.36% | +199+3.8% | Added |
| Castellan Group, LLC | 5,382 | $2.44M | 1.52% | −63−1.2% | Reduced |
| Evergreen Wealth Management, LLC | 5,383 | $2.44M | 1.79% | +136+2.6% | Added |
| Arkadios Wealth Advisors | 5,383 | $2.44M | 0.21% | +155+3.0% | Added |
| StoneX Group Inc. | 5,399 | $2.45M | 0.24% | +506+10.3% | Added |
| Sigma Planning Corp | 5,403 | $2.45M | 0.19% | −4,788−47.0% | Reduced |
| Shilanski & Associates, Inc. | 5,403 | $2.45M | 0.93% | +5,403 | New |
| Ameritas Advisory Services, LLC | 5,617 | $2.47M | 0.14% | −1,290−18.7% | Reduced |
| SevenBridge Financial Group, LLC | 5,447 | $2.47M | 0.58% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 5,480 | $2.48M | 1.40% | +30+0.6% | Added |
| SageView Advisory Group, LLC | 5,760 | $2.49M | 0.11% | +869+17.8% | Added |
| Signaturefd, LLC | 5,515 | $2.50M | 0.06% | +113+2.1% | Added |
| Acorn Financial Advisory Services Inc | 5,531 | $2.51M | 0.44% | +3+0.1% | Added |
| Eisler Capital (UK) Ltd. | 5,539 | $2.51M | 0.23% | +5,539 | New |
| Beacon Investment Advisors LLC | 5,540 | $2.51M | 1.60% | +60+1.1% | Added |
| ICW Investment Advisors LLC | 5,570 | $2.52M | 1.23% | +26+0.5% | Added |
| Family Management Corp | 5,581 | $2.53M | 0.53% | +52+0.9% | Added |
| Dakota Wealth Management | 5,586 | $2.53M | 0.10% | +350+6.7% | Added |
| Savant Capital, LLC | 5,608 | $2.54M | 0.03% | +202+3.7% | Added |
| Jmac Enterprises LLC | 5,615 | $2.54M | 0.55% | +15+0.3% | Added |
| Glen Eagle Advisors, LLC | 5,627 | $2.55M | 0.53% | +201+3.7% | Added |
| Jennison Associates LLC | 5,639 | $2.56M | 0.00% | −8,939−61.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,679 | $2.57M | 0.00% | +3,622+176.1% | Added |
| Meridian Wealth Management, LLC | 5,691 | $2.58M | 0.16% | −6,269−52.4% | Reduced |
| Adirondack Trust Co | 6,039 | $2.59M | 1.12% | −32−0.5% | Reduced |
| HBW Advisory Services LLC | 5,722 | $2.59M | 0.49% | −349−5.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,729 | $2.60M | 0.05% | −6,644−53.7% | Reduced |
| Graham Capital Management, L.P. | 5,730 | $2.60M | 0.08% | +5,730 | New |
| KCM Investment Advisors LLC | 5,756 | $2.61M | 0.10% | −223−3.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,768 | $2.61M | 0.10% | +159+2.8% | Added |
| Citizens Business Bank | 5,769 | $2.61M | 0.58% | −494−7.9% | Reduced |
| Kinsale Capital Group, Inc. | 5,785 | $2.62M | 1.30% | +1,647+39.8% | Added |
| Kavar Capital Partners Group, LLC | 5,788 | $2.62M | 0.29% | +5,788 | New |
| FJ Investments, LLC | 5,800 | $2.63M | 0.12% | +5,800 | New |
| Tealwood Asset Management Inc | 5,813 | $2.63M | 1.26% | −79−1.3% | Reduced |
| Alta Capital Management LLC | 5,816 | $2.64M | 0.17% | +2,030+53.6% | Added |
| Torray LLC | 5,818 | $2.64M | 0.43% | −30−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 5,947 | $2.68M | 0.32% | +25+0.4% | Added |
| Veriti Management LLC | 5,926 | $2.69M | 0.24% | +2,163+57.5% | Added |
| Tower Bridge Advisors | 5,957 | $2.70M | 0.23% | 00.0% | Unchanged |
| Weik Capital Management | 6,013 | $2.73M | 1.26% | −25−0.4% | Reduced |
| Capital Planning Advisors, LLC | 6,015 | $2.73M | 0.52% | +187+3.2% | Added |
| Empire Financial Management Company, LLC | 6,022 | $2.73M | 1.07% | +156+2.7% | Added |
| Hall Capital Management Co Inc | 6,074 | $2.75M | 1.62% | +6+0.1% | Added |
| 1st Source Bank | 6,090 | $2.76M | 0.17% | +71+1.2% | Added |
| Brown Brothers Harriman & Co | 6,091 | $2.76M | 0.02% | +291+5.0% | Added |
| Blue Chip Partners, Inc. | 6,106 | $2.77M | 0.29% | −12−0.2% | Reduced |
| Sawtooth Solutions, LLC | 6,108 | $2.77M | 0.08% | +245+4.2% | Added |
| Bleakley Financial Group, LLC | 6,110 | $2.77M | 0.09% | +247+4.2% | Added |
| Allen Wealth Management, LLC | 6,113 | $2.77M | 2.71% | +6,113 | New |
| Leelyn Smith, LLC | 6,128 | $2.78M | 0.61% | −635−9.4% | Reduced |
| Wetherby Asset Management Inc | 6,135 | $2.78M | 0.15% | +60+1.0% | Added |
| Great Lakes Retirement, Inc. | 6,143 | $2.78M | 0.46% | +43+0.7% | Added |
| Harbor Capital Advisors, Inc. | 6,159 | $2.79M | 0.54% | +10+0.2% | Added |
| GSB Wealth Management, LLC | 6,182 | $2.80M | 0.86% | +14+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 6,188 | $2.80M | 0.76% | +371+6.4% | Added |
| Archer Investment Corp | 6,192 | $2.81M | 0.90% | +20.0% | Added |
| True Link Financial Advisors, LLC | 6,196 | $2.81M | 0.30% | +6,196 | New |
| Cohen Klingenstein LLC | 6,200 | $2.81M | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,241 | $2.83M | 0.16% | +109+1.8% | Added |
| MV Capital Management, Inc. | 6,241 | $2.83M | 0.36% | +121+2.0% | Added |
| Proequities, Inc. | 6,242 | $2.83M | 0.20% | −27−0.4% | Reduced |
| Aureus Asset Management, LLC | 6,242 | $2.83M | 0.21% | +42+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 6,243 | $2.83M | 0.21% | +165+2.7% | Added |
| Essex Financial Services, Inc. | 6,254 | $2.83M | 0.29% | −52−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 6,258 | $2.84M | 0.45% | +69+1.1% | Added |
| Hilltop Holdings Inc. | 6,261 | $2.84M | 0.32% | +199+3.3% | Added |
| Fort Pitt Capital Group, LLC | 6,267 | $2.84M | 0.09% | +635+11.3% | Added |
| Marex Group plc | 6,295 | $2.85M | 0.11% | +6,295 | New |
| Nomura Holdings Inc | 6,299 | $2.85M | 0.03% | +5,454+645.4% | Added |
| Abbot Financial Management, Inc. | 6,310 | $2.86M | 1.72% | +242+4.0% | Added |
| Arvest Investments, Inc. | 6,342 | $2.87M | 0.47% | +6,342 | New |
| Colonial Trust Co | 6,347 | $2.88M | 0.60% | +983+18.3% | Added |
| Belpointe Asset Management LLC | 6,365 | $2.89M | 0.25% | −185−2.8% | Reduced |
| Cipher Capital LP | 6,405 | $2.90M | 0.94% | +6,405 | New |
| Whittier Trust Co | 6,423 | $2.91M | 0.05% | +204+3.3% | Added |
| Archford Capital Strategies, LLC | 6,448 | $2.92M | 0.53% | +441+7.3% | Added |
| Johnson Financial Group, Inc. | 6,469 | $2.93M | 0.16% | −986−13.2% | Reduced |
| Marino, Stram & Associates LLC | 6,496 | $2.94M | 0.76% | −4−0.1% | Reduced |
| Nicholas Company, Inc. | 6,520 | $2.96M | 0.05% | 00.0% | Unchanged |
| Wade G W & Inc | 6,531 | $2.96M | 0.10% | −145−2.2% | Reduced |
| Merit Financial Group, LLC | 6,536 | $2.96M | 0.09% | −3,193−32.8% | Reduced |
| Edge Capital Group, LLC | 6,557 | $2.97M | 0.17% | +435+7.1% | Added |
| Exchange Capital Management, Inc. | 6,579 | $2.98M | 0.54% | −26−0.4% | Reduced |
| McDonough Capital Management, Inc | 6,588 | $2.99M | 2.58% | +147+2.3% | Added |
| Qsemble Capital Management, LP | 6,632 | $3.01M | 0.75% | −4,018−37.7% | Reduced |
| Highland Capital Management, LLC | 6,646 | $3.01M | 0.19% | −10−0.2% | Reduced |
| Lake Street Advisors Group, LLC | 6,648 | $3.01M | 0.15% | +6,648 | New |