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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; 2,796 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
2,449
+214 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
320
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.

Institutional holdersQ4 2023: 2,449 institutions
Q1 2021: 1,956 institutionsQ2 2021: 1,986 institutionsQ3 2021: 1,922 institutionsQ4 2021: 2,063 institutionsQ1 2022: 2,180 institutionsQ2 2022: 2,182 institutionsQ3 2022: 2,133 institutionsQ4 2022: 2,323 institutionsQ1 2023: 2,284 institutionsQ2 2023: 2,309 institutionsQ3 2023: 2,266 institutionsQ4 2023: 2,449 institutionsQ1 2024: 2,421 institutionsQ2 2024: 2,436 institutionsQ3 2024: 2,605 institutionsQ4 2024: 2,697 institutionsQ1 2025: 2,571 institutionsQ2 2025: 2,610 institutionsQ3 2025: 2,587 institutionsQ4 2025: 2,732 institutionsQ1 2026: 2,939 institutionsQ2 2026: 2,796 institutions
Value heldQ4 2023: $80.9B
Q1 2021: $77.7BQ2 2021: $78.0BQ3 2021: $70.3BQ4 2021: $71.5BQ1 2022: $88.2BQ2 2022: $85.6BQ3 2022: $76.4BQ4 2022: $95.7BQ1 2023: $90.1BQ2 2023: $85.8BQ3 2023: $74.9BQ4 2023: $80.9BQ1 2024: $80.1BQ2 2024: $81.5BQ3 2024: $101.8BQ4 2024: $84.8BQ1 2025: $77.5BQ2 2025: $80.2BQ3 2025: $84.9BQ4 2025: $82.6BQ1 2026: $104.3BQ2 2026: $88.3B
Institutions holding LMT and their total value by quarter
QuarterHoldersValue
Q2 20262,796$88.3B
Q1 20262,939$104.3B
Q4 20252,732$82.6B
Q3 20252,587$84.9B
Q2 20252,610$80.2B
Q1 20252,571$77.5B
Q4 20242,697$84.8B
Q3 20242,605$101.8B
Q2 20242,436$81.5B
Q1 20242,421$80.1B
Q4 20232,449$80.9B
Q3 20232,266$74.9B
Q2 20232,309$85.8B
Q1 20232,284$90.1B
Q4 20222,323$95.7B
Q3 20222,133$76.4B
Q2 20222,182$85.6B
Q1 20222,180$88.2B
Q4 20212,063$71.5B
Q3 20211,922$70.3B
Q2 20211,986$78.0B
Q1 20211,956$77.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2023.

Institutions holding LMT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Washington Trust Advisors, Inc.70$31.7K0.00%00.0%Unchanged
Baldwin Brothers Inc70$31.7K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP72$32.6K0.02%00.0%Unchanged
GW&K Investment Management, LLC72$33.0K0.00%+17+30.9%Added
Financial Synergies Wealth Advisors, Inc.70$34.1K0.01%−20−22.2%Reduced
Arlington Partners LLC76$34.4K0.01%−320−80.8%Reduced
Iron Horse Wealth Management, LLC81$36.7K0.02%+77+1,925.0%Added
Live Oak Investment Partners–$38.5K0.04%––
Tradewinds Capital Management, LLC87$39.4K0.02%00.0%Unchanged
Northwest Capital Management Inc89$40.3K0.01%00.0%Unchanged
TFC Financial Management89$40.4K0.01%+60+206.9%Added
Criterion Capital Advisors, LLC91$41.2K0.03%+91New
Rational Advisors LLC93$42.2K0.00%00.0%Unchanged
Partnership Wealth Management, LLC100$42.9K0.03%+100New
Clear Investment Research, LLC95$43.4K0.06%+47+97.9%Added
Piscataqua Savings Bank96$43.5K0.04%00.0%Unchanged
Boyd Watterson Asset Management LLC99$44.9K0.02%00.0%Unchanged
Park Circle Co100$45.3K0.04%00.0%Unchanged
Game Plan Financial Advisors, LLC100$45.3K0.03%+100New
Advantage Trust Co100$45.3K0.04%+100New
Able Wealth Management LLC100$45.3K0.04%+100New
Fairman Group, LLC100$45.3K0.04%+100New
Louisbourg Investments Inc.101$45.8K0.01%+101New
Abound Wealth Management102$46.1K0.02%+31+43.7%Added
PrairieView Partners, LLC103$47.0K0.01%00.0%Unchanged
Operose Advisors LLC107$48.5K0.02%−50−31.8%Reduced
Tompkins Financial Corp113$51.2K0.01%−24−17.5%Reduced
Larson Financial Group LLC116$52.6K0.00%+91+364.0%Added
JTC Employer Solutions Trusteee Ltd118$53.0K0.00%00.0%Unchanged
Horizon Bancorp Inc121$55.0K0.03%00.0%Unchanged
Spartan Planning & Wealth Management122$55.3K0.06%+122New
Tennessee Valley Asset Management Partners129$58.5K0.02%+129New
Tacita Capital Inc130$58.9K0.04%−40−23.5%Reduced
Evolution Advisers, Inc.132$60.0K0.04%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.134$60.7K0.01%+134New
Citizens National Bank Trust Department136$61.6K0.02%00.0%Unchanged
Bellevue Asset Management, LLC137$62.2K0.05%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.138$62.5K0.05%+138New
Erste Asset Management GmbH140$63.2K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC142$64.5K0.02%+22+18.3%Added
Webster Bank, N. A.144$65.3K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC145$65.7K0.03%00.0%Unchanged
Hanson & Doremus Investment Management146$66.0K0.01%00.0%Unchanged
JNBA Financial Advisors148$67.1K0.01%−3−2.0%Reduced
Blume Capital Management, Inc.150$68.0K0.02%00.0%Unchanged
FSC Wealth Advisors, LLC150$68.0K0.05%00.0%Unchanged
American Capital Advisory, LLC150$68.0K0.05%+150New
North Star Investment Management Corp.151$68.4K0.01%−59−28.1%Reduced
Missouri Trust & Investment Co151$68.4K0.03%+25+19.8%Added
Plante Moran Financial Advisors, LLC151$68.4K0.01%+94+164.9%Added
Pacific Capital Wealth Advisors, Inc151$68.4K0.02%+151New
Long Island Wealth Management, Inc.152$69.0K0.05%+152New
Banque Cantonale Vaudoise155$70.0K0.00%−105−40.4%Reduced
Solstein Capital, LLC159$72.2K0.05%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC161$73.0K0.01%−3−1.8%Reduced
Pittenger & Anderson Inc161$73.0K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP162$73.4K0.06%+150+1,250.0%Added
Bell Investment Advisors, Inc162$73.4K0.02%−20−11.0%Reduced
MeadowBrook Investment Advisors LLC163$73.9K0.07%+163New
McClarren Financial Advisors, Inc.167$76.0K0.06%+2+1.2%Added
Rakuten Securities, Inc.170$77.1K0.06%+170New
Private Wealth Management Group, LLC175$79.5K0.04%+175New
Zions Bancorporation, N.A.178$80.7K0.01%+8+4.7%Added
HighMark Wealth Management LLC178$80.9K0.06%+101+131.2%Added
M&R Capital Management Inc180$81.7K0.02%+9+5.3%Added
Strategic Investment Solutions, Inc.180$81.7K0.01%−186−50.8%Reduced
Orion Capital Management LLC184$83.4K0.05%00.0%Unchanged
Laurel Wealth Advisors LLC184$83.4K0.02%00.0%Unchanged
Wetzel Investment Advisors, Inc.185$84.0K0.05%+185New
EntryPoint Capital, LLC186$84.3K0.08%+186New
J.Safra Asset Management Corp187$84.8K0.01%−35−15.8%Reduced
Pension & Wealth Management Advisors, Inc.189$85.7K0.05%00.0%Unchanged
Tortoise Investment Management, LLC192$87.1K0.01%+1+0.5%Added
Pinnacle Bancorp, Inc.193$87.5K0.03%00.0%Unchanged
Hillsdale Investment Management Inc.195$88.4K0.01%−135−40.9%Reduced
Beacon Capital Management, LLC224$91.6K0.03%00.0%Unchanged
Rockbridge Investment Management, LCC203$92.0K0.01%+203New
REAP Financial Group, LLC207$93.9K0.03%+207New
CoreFirst Bank & Trust208$94.3K0.06%00.0%Unchanged
Hartford Financial Management Inc.209$94.7K0.02%−5−2.3%Reduced
BOK Financial Private Wealth, Inc.209$94.8K0.01%−25−10.7%Reduced
CarsonAllaria Wealth Management, Ltd.209$95.1K0.07%−5−2.3%Reduced
Coppell Advisory Solutions LLC210$95.3K0.02%+146+228.1%Added
Pin Oak Investment Advisors Inc214$97.0K0.10%−5−2.3%Reduced
McIlrath & Eck, LLC220$99.9K0.02%+1+0.5%Added
Garde Capital, Inc.222$101.0K0.01%+222New
Planned Solutions, Inc.237$107.4K0.05%+237New
Oliver Lagore Vanvalin Investment Group238$107.9K0.04%+46+24.0%Added
Disciplined Equity Management, Inc.243$110.1K0.08%00.0%Unchanged
Silicon Valley Capital Partners246$111.3K0.02%+2+0.8%Added
Focused Wealth Management, Inc250$113.2K0.02%+22+9.6%Added
Kayne Anderson Rudnick Investment Management LLC250$113.4K0.00%+9+3.7%Added
Globeflex Capital L P253$114.7K0.01%00.0%Unchanged
Avion Wealth254$115.0K0.03%+1+0.4%Added
Greenwood Gearhart Inc255$115.6K0.01%+255New
BKM Wealth Management, LLC257$116.5K0.05%+257New
MB, Levis & Associates, LLC259$117.3K0.07%00.0%Unchanged
Pinnacle Holdings, LLC259$117.4K0.05%+259New
Cape Investment Advisory, Inc.266$120.7K0.06%−63−19.1%Reduced
Coston, McIsaac & Partners271$123.0K0.04%+21+8.4%Added