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 |
|---|---|---|---|---|---|
| X-Square Capital, LLC | 6,689 | $3.03M | 1.67% | +1,566+30.6% | Added |
| Community Bank, N.A. | 6,692 | $3.03M | 0.40% | −379−5.4% | Reduced |
| Scarborough Advisors, LLC | 6,707 | $3.04M | 0.63% | +8+0.1% | Added |
| Hengehold Capital Management LLC | 6,720 | $3.05M | 0.36% | −38−0.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,747 | $3.06M | 0.81% | +36+0.5% | Added |
| Change Path, LLC | 6,765 | $3.07M | 0.20% | −801−10.6% | Reduced |
| Navellier & Associates Inc | 6,779 | $3.07M | 0.46% | −89−1.3% | Reduced |
| GTS Securities LLC | 6,821 | $3.09M | 0.07% | −17,529−72.0% | Reduced |
| Gabelli Funds LLC | 6,850 | $3.10M | 0.02% | −340−4.7% | Reduced |
| Fisher Asset Management, LLC | 6,853 | $3.11M | 0.00% | +364+5.6% | Added |
| HighPoint Advisor Group LLC | 6,962 | $3.11M | 0.22% | +6,962 | New |
| Meixler Investment Management, Ltd. | 6,869 | $3.11M | 2.60% | −419−5.7% | Reduced |
| Global Retirement Partners, LLC | 6,803 | $3.11M | 0.13% | +440+6.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,879 | $3.12M | 0.04% | −3,629−34.5% | Reduced |
| Resources Management Corp | 6,906 | $3.13M | 0.46% | +33+0.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,929 | $3.14M | 0.10% | +347+5.3% | Added |
| Caldwell Trust Co | 6,932 | $3.14M | 0.40% | +84+1.2% | Added |
| Edgestream Partners, L.P. | 6,939 | $3.15M | 0.23% | +4,382+171.4% | Added |
| Financial Advisory Service, Inc. | 6,942 | $3.15M | 0.30% | +462+7.1% | Added |
| Bancreek Capital Management, LP | 6,967 | $3.16M | 2.68% | +117+1.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,989 | $3.17M | 0.08% | −86−1.2% | Reduced |
| Klingenstein Fields & Co LP | 6,993 | $3.17M | 0.14% | −915−11.6% | Reduced |
| Viking Fund Management LLC | 7,000 | $3.17M | 0.62% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $3.17M | 0.82% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 7,007 | $3.18M | 0.82% | −201−2.8% | Reduced |
| Smith, Salley & Associates | 7,015 | $3.18M | 0.21% | −228−3.1% | Reduced |
| IHT Wealth Management, LLC | 7,022 | $3.18M | 0.14% | +580+9.0% | Added |
| Coastline Trust Co | 7,029 | $3.19M | 0.42% | −272−3.7% | Reduced |
| Daymark Wealth Partners, LLC | 21,000 | $3.19M | 0.20% | +14,441+220.2% | Added |
| Chesapeake Asset Management LLC | 7,101 | $3.22M | 2.87% | +97+1.4% | Added |
| Principle Wealth Partners LLC | 7,105 | $3.22M | 0.28% | +14+0.2% | Added |
| Dean Investment Associates, LLC | 7,105 | $3.22M | 0.46% | −152−2.1% | Reduced |
| River Road Asset Management, LLC | 7,106 | $3.22M | 0.04% | −241−3.3% | Reduced |
| Brevan Howard Capital Management LP | 7,121 | $3.23M | 0.32% | +5,736+414.2% | Added |
| Ci Investments Inc. | 7,150 | $3.24M | 0.02% | +1,463+25.7% | Added |
| WBI Investments | 7,166 | $3.25M | 0.65% | +7,166 | New |
| Hennion & Walsh Asset Management, Inc. | 7,168 | $3.25M | 0.19% | −1,057−12.9% | Reduced |
| Northwest Investment Counselors, LLC | 7,170 | $3.25M | 0.87% | +37+0.5% | Added |
| Jacobi Capital Management LLC | 7,182 | $3.26M | 0.33% | −249−3.4% | Reduced |
| Metis Global Partners, LLC | 7,182 | $3.26M | 0.13% | −1,016−12.4% | Reduced |
| Morton Community Bank | 7,276 | $3.30M | 1.08% | +7,276 | New |
| Brooks, Moore & Associates, Inc. | 7,278 | $3.30M | 2.27% | +563+8.4% | Added |
| South Street Advisors LLC | 7,297 | $3.31M | 0.62% | −16,853−69.8% | Reduced |
| Chicago Trust Co NA | 7,326 | $3.32M | 0.74% | −237−3.1% | Reduced |
| Hikari Power Ltd | 7,340 | $3.33M | 0.32% | 00.0% | Unchanged |
| Credit Agricole S A | 7,364 | $3.34M | 0.07% | −1,919−20.7% | Reduced |
| Whalerock Point Partners, LLC | 7,464 | $3.38M | 1.05% | −355−4.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,470 | $3.39M | 0.05% | −115−1.5% | Reduced |
| Welch & Forbes LLC | 7,476 | $3.39M | 0.05% | −113−1.5% | Reduced |
| Solidarilty Wealth, LLC | 7,500 | $3.40M | 1.23% | −900−10.7% | Reduced |
| Thoroughbred Financial Services, LLC | 7,522 | $3.41M | 0.28% | +108+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,529 | $3.41M | 0.40% | +397+5.6% | Added |
| Hoylecohen, LLC | 7,578 | $3.43M | 0.28% | −160−2.1% | Reduced |
| King Luther Capital Management Corp | 7,595 | $3.44M | 0.02% | −970−11.3% | Reduced |
| Physicians Financial Services, Inc. | 7,596 | $3.44M | 1.30% | −107−1.4% | Reduced |
| Richard Bernstein Advisors LLC | 7,607 | $3.45M | 0.08% | −1,932−20.3% | Reduced |
| IFP Advisors, Inc | 7,608 | $3.45M | 0.16% | −504−6.2% | Reduced |
| Avantax Planning Partners, Inc. | 7,618 | $3.45M | 0.13% | −239−3.0% | Reduced |
| First American Bank | 7,631 | $3.46M | 0.29% | −216−2.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,636 | $3.46M | 0.06% | −3,822−33.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,641 | $3.46M | 0.27% | −4,776−38.5% | Reduced |
| Asio Capital, LLC | 7,677 | $3.48M | 0.81% | +61+0.8% | Added |
| Arvest Trust Co N A | 7,684 | $3.48M | 0.21% | −65−0.8% | Reduced |
| Altrius Capital Management Inc | 7,721 | $3.50M | 0.97% | +85+1.1% | Added |
| Phoenix Holdings Ltd. | 6,871 | $3.50M | 0.06% | −339−4.7% | Reduced |
| AdvisorNet Financial, Inc | 7,741 | $3.51M | 0.32% | +29+0.4% | Added |
| Ritholtz Wealth Management | 7,754 | $3.51M | 0.14% | +3,694+91.0% | Added |
| Visionary Wealth Advisors | 7,754 | $3.51M | 0.26% | −19−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 7,754 | $3.51M | 0.20% | +56+0.7% | Added |
| Trifecta Capital Advisors, LLC | 7,759 | $3.52M | 0.97% | +438+6.0% | Added |
| Wintrust Investments LLC | 7,772 | $3.52M | 0.34% | +5,972+331.8% | Added |
| Bath Savings Trust Co | 7,785 | $3.53M | 0.40% | +2,750+54.6% | Added |
| Baxter Bros Inc | 7,786 | $3.53M | 0.49% | −206−2.6% | Reduced |
| Capital International Inc | 7,802 | $3.54M | 0.06% | +433+5.9% | Added |
| Greenleaf Trust | 7,815 | $3.54M | 0.04% | +558+7.7% | Added |
| Agf Management Ltd | 7,828 | $3.55M | 0.02% | −1,166−13.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,866 | $3.57M | 0.25% | −188−2.3% | Reduced |
| RSM US Wealth Management LLC | 7,879 | $3.57M | 0.10% | +3,817+94.0% | Added |
| Princeton Global Asset Management LLC | 7,890 | $3.58M | 0.90% | +294+3.9% | Added |
| Midwest Professional Planners, LTD. | 7,895 | $3.58M | 1.43% | +594+8.1% | Added |
| Norinchukin Bank, The | 7,910 | $3.59M | 0.08% | −1,103−12.2% | Reduced |
| First National Bank of Omaha | 7,924 | $3.59M | 0.23% | −769−8.8% | Reduced |
| Hohimer Wealth Management, LLC | 7,924 | $3.59M | 0.91% | −241−3.0% | Reduced |
| 1832 Asset Management L.P. | 7,946 | $3.60M | 0.01% | −1,254−13.6% | Reduced |
| ExodusPoint Capital Management, LP | 7,948 | $3.60M | 0.04% | −9,769−55.1% | Reduced |
| Power Corp of Canada | 7,949 | $3.60M | 0.37% | −4,006−33.5% | Reduced |
| Orleans Capital Management Corp | 7,960 | $3.61M | 2.42% | +215+2.8% | Added |
| Balentine LLC | 7,977 | $3.62M | 0.12% | +1,429+21.8% | Added |
| Principal Securities, Inc. | 7,997 | $3.62M | 0.14% | +7,997 | New |
| Hudson Bay Capital Management LP | 8,000 | $3.63M | 0.03% | −11,000−57.9% | Reduced |
| FWL Investment Management, LLC | 8,001 | $3.63M | 2.11% | +8,001 | New |
| Buckingham Strategic Partners | 8,055 | $3.65M | 0.18% | −100−1.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,067 | $3.66M | 0.68% | +163+2.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,140 | $3.69M | 2.48% | −145−1.8% | Reduced |
| Kensington Investment Counsel, LLC | 8,149 | $3.69M | 1.94% | +1,292+18.8% | Added |
| Empirical Finance, LLC | 8,160 | $3.70M | 0.26% | −30.0% | Reduced |
| Family Legacy, Inc. | 8,181 | $3.71M | 1.42% | +99+1.2% | Added |
| Red Door Wealth Management, LLC | 8,210 | $3.72M | 0.81% | +574+7.5% | Added |
| Second Half Financial Partners, LLC | 8,304 | $3.76M | 1.86% | −217−2.5% | Reduced |
| Stanley-Laman Group, Ltd. | 8,356 | $3.79M | 0.58% | −74−0.9% | Reduced |