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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 277 | $125.4K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 277 | $125.5K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 281 | $127.4K | 0.03% | −186−39.8% | Reduced |
| Bruce G. Allen Investments, LLC | 282 | $127.8K | 0.12% | +282 | New |
| Accent Capital Management, LLC | 300 | $136.0K | 0.11% | +300 | New |
| Lowe Wealth Advisors, LLC | 302 | $136.9K | 0.07% | 00.0% | Unchanged |
| First Personal Financial Services | 302 | $136.9K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 306 | $138.7K | 0.10% | +277+955.2% | Added |
| Arlington Trust Co LLC | 308 | $139.6K | 0.04% | −88−22.2% | Reduced |
| Halpern Financial, Inc. | 307 | $140.9K | 0.04% | +100+48.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 331 | $150.0K | 0.07% | −1−0.3% | Reduced |
| Tyler-Stone Wealth Management | 334 | $151.4K | 0.08% | +1+0.3% | Added |
| Winthrop Capital Management, LLC | 344 | $155.8K | 0.05% | +344 | New |
| Belmont Capital, LLC | 344 | $156.1K | 0.07% | 00.0% | Unchanged |
| Arrow Financial Corp | 346 | $156.8K | 0.02% | −35−9.2% | Reduced |
| Emfo, LLC | 346 | $156.8K | 0.15% | +5+1.5% | Added |
| Rowland & Co Investment Counsel | 352 | $159.5K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 352 | $159.5K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 361 | $163.6K | 0.03% | −10−2.7% | Reduced |
| Armstrong Advisory Group, Inc | 361 | $163.6K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 366 | $165.8K | 0.02% | +87+31.2% | Added |
| Financial Freedom, LLC | 366 | $165.9K | 0.11% | +2+0.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 369 | $167.0K | 0.08% | +191+107.3% | Added |
| TSFG, LLC | 381 | $173.0K | 0.05% | −75−16.4% | Reduced |
| Laffer Tengler Investments | 387 | $175.4K | 0.05% | −1−0.3% | Reduced |
| Mascoma Wealth Management LLC | 390 | $176.8K | 0.05% | −10−2.5% | Reduced |
| Center for Financial Planning, Inc. | 393 | $178.1K | 0.03% | +14+3.7% | Added |
| Bray Capital Advisors | 395 | $179.0K | 0.05% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 400 | $181.3K | 0.01% | −56−12.3% | Reduced |
| Covestor Ltd | 402 | $183.0K | 0.13% | +24+6.3% | Added |
| Members Capital Advisors Inc | 409 | $185.4K | 0.53% | −3,722−90.1% | Reduced |
| Hexagon Capital Partners LLC | 422 | $190.8K | 0.05% | +8+1.9% | Added |
| JFS Wealth Advisors, LLC | 422 | $191.3K | 0.02% | +43+11.3% | Added |
| Private Ocean, LLC | 429 | $194.4K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 434 | $197.0K | 0.08% | −2−0.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 435 | $197.2K | 0.03% | +435 | New |
| Westshore Wealth, LLC | 442 | $200.3K | 0.09% | +442 | New |
| Douglas Lane & Associates, LLC | 442 | $200.3K | 0.00% | −117−20.9% | Reduced |
| Gitterman Wealth Management, LLC | 442 | $200.3K | 0.09% | +442 | New |
| Kidder Stephen W | 443 | $200.8K | 0.06% | +443 | New |
| Fragasso Group Inc. | 443 | $201.0K | 0.02% | +443 | New |
| Sandbox Financial Partners, LLC | 444 | $201.1K | 0.09% | +444 | New |
| Sittner & Nelson, LLC | 447 | $202.4K | 0.11% | −51−10.2% | Reduced |
| Burt Wealth Advisors | 447 | $202.6K | 0.06% | +447 | New |
| Weil Company, Inc. | 448 | $203.0K | 0.09% | −77−14.7% | Reduced |
| Peoples Bank | 448 | $203.1K | 0.12% | +448 | New |
| Copperwynd Financial, LLC | 449 | $203.4K | 0.08% | +449 | New |
| Clear Creek Financial Management, LLC | 449 | $203.6K | 0.03% | +449 | New |
| Pring Turner Capital Group Inc | 450 | $204.0K | 0.16% | −150−25.0% | Reduced |
| Financial Advisory Corp | 449 | $204.0K | 0.09% | −46−9.3% | Reduced |
| Canton Hathaway, LLC | 450 | $204.0K | 0.06% | 00.0% | Unchanged |
| Landaas & Co | 450 | $204.0K | 0.08% | +450 | New |
| BancFirst Trust & Investment Management | 453 | $204.8K | 0.09% | +453 | New |
| Gillespie Robinson & Grimm Inc | 453 | $205.3K | 0.02% | +453 | New |
| Navalign, LLC | 454 | $205.8K | 0.07% | −252−35.7% | Reduced |
| Wedge Capital Management L L P | 454 | $205.8K | 0.00% | +454 | New |
| Baker Ellis Asset Management LLC | 455 | $206.2K | 0.03% | +455 | New |
| Merrion Investment Management Co, LLC | 455 | $206.2K | 0.16% | +455 | New |
| MEMBERS Trust Co | 458 | $206.7K | 0.01% | +458 | New |
| Bridgeworth, LLC | 456 | $206.7K | 0.02% | +456 | New |
| W.H. Cornerstone Investments Inc. | 456 | $207.0K | 0.16% | +456 | New |
| Total Clarity Wealth Management, Inc. | 457 | $207.0K | 0.08% | −67−12.8% | Reduced |
| Souders Financial Advisors | 458 | $207.8K | 0.04% | −1,131−71.2% | Reduced |
| Channel Wealth LLC | 459 | $208.0K | 0.10% | −250−35.3% | Reduced |
| Shira Ridge Wealth Management | 459 | $208.0K | 0.12% | +459 | New |
| Dougherty Wealth Advisers LLC | 462 | $209.4K | 0.19% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 462 | $209.4K | 0.05% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 468 | $212.0K | 0.02% | +468 | New |
| Palisade Asset Management, LLC | 471 | $213.5K | 0.02% | +471 | New |
| Accredited Investors Inc. | 471 | $213.5K | 0.02% | −20−4.1% | Reduced |
| Adamsbrown Wealth Consultants LLC | 472 | $214.0K | 0.09% | +472 | New |
| Greenwich Wealth Management LLC | 471 | $214.0K | 0.02% | +471 | New |
| HFG Advisors, Inc. | 473 | $214.4K | 0.21% | +473 | New |
| WealthBridge Capital Management, LLC | 473 | $214.4K | 0.08% | +473 | New |
| KFA Private Wealth Group, LLC | 474 | $214.8K | 0.08% | +474 | New |
| Winning Points Advisors, LLC | 475 | $215.3K | 0.33% | +475 | New |
| Shoker Investment Counsel, Inc. | 475 | $215.3K | 0.08% | +475 | New |
| Simon Quick Advisors, LLC | 475 | $215.3K | 0.02% | +475 | New |
| AllGen Financial Advisors, Inc. | 476 | $215.7K | 0.11% | −50−9.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 477 | $216.2K | 0.13% | +477 | New |
| Stonehearth Capital Management, LLC | 478 | $216.4K | 0.11% | +478 | New |
| First National Bank | 478 | $216.6K | 0.17% | +478 | New |
| Ssi Investment Management LLC | 478 | $216.6K | 0.02% | +478 | New |
| Gateway Wealth Partners, LLC | 478 | $216.8K | 0.09% | −42−8.1% | Reduced |
| Total Investment Management Inc | 479 | $217.0K | 0.03% | −12−2.4% | Reduced |
| Seed Wealth Management, Inc. | 476 | $217.1K | 0.22% | +476 | New |
| Winch Advisory Services, LLC | 481 | $218.1K | 0.07% | +110+29.6% | Added |
| NBW Capital LLC | 482 | $218.5K | 0.05% | −40−7.7% | Reduced |
| Alhambra Investment Partners LLC | 482 | $218.5K | 0.13% | +482 | New |
| First County Bank | 483 | $218.9K | 0.11% | −10−2.0% | Reduced |
| Core Wealth Advisors, Inc. | 483 | $218.9K | 0.08% | +300+163.9% | Added |
| Wealth Architects, LLC | 483 | $218.9K | 0.03% | +483 | New |
| Mattern Wealth Management LLC | 483 | $218.9K | 0.06% | +483 | New |
| Bailard, Inc. | 485 | $219.6K | 0.01% | +485 | New |
| LifeSteps Financial, Inc. | 485 | $219.7K | 0.19% | +485 | New |
| JB Capital LLC | 485 | $219.8K | 0.02% | −54−10.0% | Reduced |
| Plan Group Financial, LLC | 486 | $220.1K | 0.19% | −38−7.3% | Reduced |
| DAGCO, Inc. | 486 | $220.3K | 0.20% | +486 | New |
| Dynamic Wealth Strategies, LLC | 486 | $220.3K | 0.20% | +486 | New |
| Armstrong, Fleming & Moore, Inc | 486 | $220.3K | 0.17% | +486 | New |