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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 8,366 | $3.79M | 0.21% | −754−8.3% | Reduced |
| Wealthcare Advisory Partners LLC | 8,390 | $3.80M | 0.15% | −52−0.6% | Reduced |
| Traynor Capital Management, Inc. | 8,391 | $3.80M | 0.44% | +500+6.3% | Added |
| Montag A & Associates Inc | 8,403 | $3.81M | 0.21% | 00.0% | Unchanged |
| Gs Investments, Inc. | 8,411 | $3.81M | 1.99% | +10+0.1% | Added |
| Financial Advisory Partners, LLC | 8,470 | $3.84M | 1.40% | −29−0.3% | Reduced |
| Barbara Oil Co. | 8,500 | $3.85M | 1.73% | 00.0% | Unchanged |
| Bontempo Ohly Capital Mgmt LLC | 8,610 | $3.90M | 1.89% | +283+3.4% | Added |
| James Investment Research Inc | 8,620 | $3.91M | 0.49% | +1,388+19.2% | Added |
| Fogel Capital Management, Inc. | 9,214 | $3.93M | 3.00% | +9,214 | New |
| Mendel Money Management | 8,725 | $3.95M | 1.90% | +54+0.6% | Added |
| Shepherd Financial Partners LLC | 8,816 | $4.00M | 0.57% | +54+0.6% | Added |
| Tritonpoint Wealth, LLC | 8,835 | $4.00M | 0.39% | +8,835 | New |
| Thomasville National Bank | 8,854 | $4.01M | 0.36% | +81+0.9% | Added |
| Primoris Wealth Advisors, LLC | 8,915 | $4.03M | 3.80% | −132−1.5% | Reduced |
| Busey Wealth Management | 8,957 | $4.06M | 0.16% | −400−4.3% | Reduced |
| Metropolitan Life Insurance Co | 8,989 | $4.07M | 0.19% | −285−3.1% | Reduced |
| Union Heritage Capital, LLC | 9,000 | $4.08M | 2.11% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 9,076 | $4.11M | 1.45% | −815−8.2% | Reduced |
| Hallmark Capital Management Inc | 9,080 | $4.12M | 0.32% | −238−2.6% | Reduced |
| Townsend & Associates, Inc | 9,541 | $4.12M | 0.52% | +207+2.2% | Added |
| Putnam Investments LLC | 9,099 | $4.12M | 0.01% | −276−2.9% | Reduced |
| Axxcess Wealth Management, LLC | 9,136 | $4.14M | 0.12% | +1,282+16.3% | Added |
| Pathway Financial Advisers, LLC | 9,141 | $4.14M | 1.58% | +43+0.5% | Added |
| Kingfisher Capital LLC | 9,145 | $4.14M | 1.08% | −209−2.2% | Reduced |
| McGuire Investment Group, LLC | 9,174 | $4.16M | 0.69% | −77−0.8% | Reduced |
| Reliant Investment Management, LLC | 9,199 | $4.17M | 2.12% | +246+2.7% | Added |
| Trust Co of Toledo NA | 9,207 | $4.17M | 0.72% | +577+6.7% | Added |
| Americana Partners, LLC | 9,493 | $4.20M | 0.40% | +270+2.9% | Added |
| S.E.E.D. Planning Group LLC | 9,286 | $4.21M | 1.70% | +384+4.3% | Added |
| Ocean Capital Management, LLC | 9,311 | $4.22M | 1.71% | +1,077+13.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,329 | $4.23M | 0.17% | −1,352−12.7% | Reduced |
| Toroso Investments, LLC | 9,334 | $4.23M | 0.10% | −216−2.3% | Reduced |
| Sitrin Capital Management LLC | 9,356 | $4.24M | 2.47% | +9,356 | New |
| SlateStone Wealth, LLC | 9,374 | $4.25M | 0.55% | +725+8.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,435 | $4.28M | 0.88% | −35−0.4% | Reduced |
| Tiaa Trust, National Association | 9,477 | $4.30M | 0.01% | −354−3.6% | Reduced |
| Chilton Investment Co LLC | 9,559 | $4.33M | 0.13% | −551−5.5% | Reduced |
| Journey Advisory Group, LLC | 9,565 | $4.34M | 0.59% | +283+3.0% | Added |
| Jackson Hole Capital Partners, LLC | 9,580 | $4.34M | 1.11% | +408+4.4% | Added |
| Capital Analysts, LLC | 9,621 | $4.36M | 0.22% | +621+6.9% | Added |
| Apollon Wealth Management, LLC | 9,654 | $4.38M | 0.15% | +1,101+12.9% | Added |
| Freestone Capital Holdings, LLC | 9,663 | $4.38M | 0.20% | +554+6.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,678 | $4.39M | 0.41% | +9,678 | New |
| Petredis Investment Advisors LLC | 9,766 | $4.43M | 0.58% | −300−3.0% | Reduced |
| Ascent Group, LLC | 10,355 | $4.43M | 0.42% | +370+3.7% | Added |
| Left Brain Wealth Management, LLC | 9,787 | $4.44M | 2.56% | −177−1.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,862 | $4.47M | 0.45% | −9,408−48.8% | Reduced |
| Griffin Asset Management, Inc. | 9,869 | $4.47M | 0.57% | −18−0.2% | Reduced |
| Summitry LLC | 9,884 | $4.48M | 0.26% | +431+4.6% | Added |
| Intact Investment Management Inc. | 9,900 | $4.49M | 0.18% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 9,901 | $4.49M | 0.80% | +1,870+23.3% | Added |
| Marietta Wealth Management, LLC | 9,909 | $4.49M | 0.80% | +294+3.1% | Added |
| Davy Global Fund Management Ltd | 9,910 | $4.49M | 0.53% | +9,910 | New |
| Founders Capital Management | 9,937 | $4.50M | 3.27% | −58−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 10,020 | $4.54M | 0.08% | +1,118+12.6% | Added |
| XML Financial, LLC | 10,035 | $4.55M | 0.48% | +283+2.9% | Added |
| Broadleaf Partners, LLC | 10,050 | $4.56M | 1.34% | −5,891−37.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 10,097 | $4.58M | 1.52% | +77+0.8% | Added |
| Foster & Motley Inc | 10,148 | $4.60M | 0.34% | +900+9.7% | Added |
| WealthPLAN Partners, LLC | 10,161 | $4.61M | 0.47% | −69−0.7% | Reduced |
| HM Payson & Co | 10,164 | $4.61M | 0.10% | −1,252−11.0% | Reduced |
| Old Point Trust & Financial Services N A | 10,208 | $4.63M | 1.87% | −329−3.1% | Reduced |
| Rothschild Investment LLC | 10,270 | $4.65M | 0.39% | +10,270 | New |
| Planning Capital Management Corp | 10,279 | $4.66M | 3.64% | +10,279 | New |
| Resources Investment Advisors, LLC. | 10,283 | $4.66M | 0.08% | +1,580+18.2% | Added |
| Cypress Asset Management Inc | 10,344 | $4.69M | 1.41% | −37−0.4% | Reduced |
| Spire Wealth Management | 10,273 | $4.70M | 0.16% | −324−3.1% | Reduced |
| Meitav Dash Investments Ltd | 10,456 | $4.73M | 0.07% | +337+3.3% | Added |
| J.W. Cole Advisors, Inc. | 10,453 | $4.74M | 0.28% | +4,413+73.1% | Added |
| Gladstone Institutional Advisory LLC | 10,479 | $4.75M | 0.27% | +1,932+22.6% | Added |
| Aviance Capital Partners, LLC | 10,520 | $4.77M | 1.02% | −21−0.2% | Reduced |
| Commonwealth Retirement Investments LLC | 10,573 | $4.79M | 2.54% | +39+0.4% | Added |
| RBA Wealth Management, LLC | 10,584 | $4.80M | 2.09% | +44+0.4% | Added |
| Unison Asset Management LLC | 10,587 | $4.80M | 2.82% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 10,619 | $4.81M | 0.17% | +328+3.2% | Added |
| TCG Advisory Services, LLC | 10,623 | $4.81M | 0.33% | +3,322+45.5% | Added |
| NBT Bank N A | 10,718 | $4.86M | 0.38% | +476+4.6% | Added |
| Eagle Capital Management, LLC | 10,732 | $4.86M | 2.37% | −303−2.7% | Reduced |
| Boston Research & Management Inc | 10,751 | $4.87M | 1.29% | +295+2.8% | Added |
| Soltis Investment Advisors LLC | 10,761 | $4.88M | 0.55% | −375−3.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 10,817 | $4.90M | 1.53% | +850+8.5% | Added |
| TD Private Client Wealth LLC | 10,825 | $4.91M | 0.18% | +414+4.0% | Added |
| Level Four Advisory Services, LLC | 10,841 | $4.91M | 0.28% | −19−0.2% | Reduced |
| Bridges Investment Management Inc | 10,873 | $4.93M | 0.16% | −241−2.2% | Reduced |
| Girard Partners Ltd. | 10,873 | $4.93M | 0.50% | −284−2.5% | Reduced |
| HB Wealth Management, LLC | 10,890 | $4.94M | 0.07% | +370+3.5% | Added |
| Rossmore Private Capital | 10,896 | $4.94M | 0.70% | +567+5.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,920 | $4.95M | 0.22% | +1,737+18.9% | Added |
| Hantz Financial Services, Inc. | 11,027 | $5.00M | 0.11% | −817−6.9% | Reduced |
| GYL Financial Synergies, LLC | 11,037 | $5.00M | 0.41% | −455−4.0% | Reduced |
| Legacy Private Trust Co. | 11,051 | $5.01M | 0.40% | +1,816+19.7% | Added |
| Benedict Financial Advisors Inc | 11,051 | $5.01M | 1.36% | +25+0.2% | Added |
| Gold Investment Management Ltd. | 11,093 | $5.03M | 2.15% | +11,093 | New |
| Institutional & Family Asset Management, LLC | 11,111 | $5.04M | 0.83% | +27+0.2% | Added |
| WealthPlan Investment Management, LLC | 11,116 | $5.04M | 0.81% | −109−1.0% | Reduced |
| Motco | 11,135 | $5.05M | 0.32% | −1,691−13.2% | Reduced |
| Stablepoint Partners, LLC | 11,142 | $5.05M | 1.29% | +11,142 | New |
| Principal Street Partners, LLC | 11,279 | $5.11M | 1.23% | −95−0.8% | Reduced |
| Parsons Capital Management Inc | 11,292 | $5.12M | 0.37% | +84+0.7% | Added |