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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 488 | $221.1K | 0.08% | +488 | New |
| Global Strategic Investment Solutions, LLC | 489 | $221.8K | 0.03% | +489 | New |
| Maripau Wealth Management LLC | 490 | $222.0K | 0.19% | −2−0.4% | Reduced |
| Argent Capital Management LLC | 490 | $222.1K | 0.01% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 490 | $222.1K | 0.21% | +490 | New |
| Marathon Capital Management | 491 | $222.5K | 0.06% | −60−10.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 492 | $223.0K | 0.04% | −70−12.5% | Reduced |
| Creative Financial Designs Inc | 496 | $225.0K | 0.02% | +256+106.7% | Added |
| Moody National Bank Trust Division | 499 | $226.2K | 0.02% | −2,974−85.6% | Reduced |
| Waterway Wealth Management, LLC | 499 | $226.3K | 0.09% | +499 | New |
| Financial Partners Group, Inc | 500 | $226.5K | 0.04% | +7+1.4% | Added |
| JMG Financial Group, Ltd. | 500 | $226.6K | 0.01% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 500 | $226.6K | 0.05% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 500 | $226.6K | 0.05% | 00.0% | Unchanged |
| Bay Rivers Group | 500 | $226.6K | 0.14% | +500 | New |
| Catalina Capital Group, LLC | 500 | $226.7K | 0.17% | +500 | New |
| Grant/GrossMendelsohn, LLC | 528 | $226.8K | 0.09% | +4+0.8% | Added |
| HTLF Bank | 501 | $227.1K | 0.03% | +501 | New |
| Arrowroot Family Office, LLC | 504 | $228.6K | 0.16% | +5+1.0% | Added |
| Aberdeen Wealth Management LLC | 504 | $228.6K | 0.17% | 00.0% | Unchanged |
| Bank of Hawaii | 505 | $228.9K | 0.01% | +505 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 505 | $229.0K | 0.12% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 508 | $230.2K | 0.03% | +508 | New |
| Capstone Financial Advisors, Inc. | 510 | $231.1K | 0.02% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 511 | $231.6K | 0.24% | +511 | New |
| Sunburst Financial Group, LLC | 512 | $232.0K | 0.07% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 512 | $232.1K | 0.03% | +16+3.2% | Added |
| LongView Wealth Management | 509 | $232.3K | 0.10% | +509 | New |
| HCR Wealth Advisors | 514 | $233.0K | 0.04% | +514 | New |
| Connors Investor Services Inc | 515 | $233.0K | 0.03% | +515 | New |
| Richardson Financial Services Inc. | 515 | $233.4K | 0.20% | +515 | New |
| Cheviot Value Management, LLC | 517 | $234.3K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 517 | $234.3K | 0.03% | +517 | New |
| Whalen Wealth Management Inc. | 519 | $235.2K | 0.21% | +519 | New |
| Consolidated Portfolio Review Corp | 524 | $237.5K | 0.05% | −46−8.1% | Reduced |
| Main Street Group, LTD | 525 | $237.9K | 0.08% | +525 | New |
| Gould Asset Management LLC | 525 | $238.0K | 0.06% | +5+1.0% | Added |
| StrongBox Wealth, LLC | 526 | $238.3K | 0.14% | +10+1.9% | Added |
| City Holding Co | 526 | $238.4K | 0.04% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 526 | $238.4K | 0.02% | 00.0% | Unchanged |
| MBL Wealth, LLC | 526 | $238.4K | 0.03% | −598−53.2% | Reduced |
| New Potomac Partners, LLC | 527 | $238.8K | 0.14% | +527 | New |
| Exchange Bank | 528 | $239.3K | 0.21% | 00.0% | Unchanged |
| Romano Brothers and Company | 529 | $239.8K | 0.04% | −158−23.0% | Reduced |
| Executive Wealth Management, LLC | 530 | $240.4K | 0.02% | +530 | New |
| Perennial Advisors, LLC | 533 | $241.6K | 0.06% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 534 | $241.9K | 0.11% | 00.0% | Unchanged |
| Camden National Bank | 534 | $242.0K | 0.05% | −35−6.2% | Reduced |
| Fountainhead AM, LLC | 534 | $242.0K | 0.07% | +16+3.1% | Added |
| Smith & Howard Wealth Management, LLC | 537 | $243.4K | 0.09% | 00.0% | Unchanged |
| PSI Advisors, LLC | 538 | $243.7K | 0.09% | +21+4.1% | Added |
| Grandfield & Dodd, LLC | 538 | $243.8K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 538 | $243.8K | 0.04% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 539 | $244.3K | 0.10% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 543 | $246.0K | 0.20% | −63−10.4% | Reduced |
| Elgethun Capital Management | 543 | $246.1K | 0.07% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 543 | $246.1K | 0.25% | +543 | New |
| Westmount Partners, LLC | 545 | $247.2K | 0.10% | +11+2.1% | Added |
| Rakuten Investment Management, Inc. | 548 | $247.3K | 0.00% | +548 | New |
| Osborne Partners Capital Management, LLC | 546 | $247.5K | 0.02% | −66−10.8% | Reduced |
| Schear Investment Advisers, LLC | 546 | $247.5K | 0.24% | +23+4.4% | Added |
| Verde Capital Management | 547 | $247.9K | 0.09% | −118−17.7% | Reduced |
| Aries Wealth Management | 547 | $247.9K | 0.09% | +13+2.4% | Added |
| Harvest Fund Management Co., Ltd | 547 | $248.0K | 0.04% | +387+241.9% | Added |
| Baker Avenue Asset Management, LP | 548 | $248.4K | 0.01% | −5−0.9% | Reduced |
| River Street Advisors LLC | 548 | $248.4K | 0.20% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 549 | $248.8K | 0.18% | −305−35.7% | Reduced |
| R. W. Roge & Company, Inc. | 550 | $249.0K | 0.16% | 00.0% | Unchanged |
| Jacobs & Co | 550 | $249.0K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 550 | $249.3K | 0.07% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 550 | $249.3K | 0.24% | +550 | New |
| VCI Wealth Management LLC | 552 | $250.2K | 0.15% | +552 | New |
| McAdam, LLC | 555 | $251.4K | 0.02% | −85−13.3% | Reduced |
| FSA Wealth Management LLC | 556 | $252.0K | 0.12% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 557 | $252.6K | 0.13% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 558 | $252.9K | 0.00% | +558 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 560 | $253.8K | 0.12% | +560 | New |
| Summit X, LLC | 560 | $254.0K | 0.07% | +15+2.8% | Added |
| Landmark Wealth Management, LLC | 560 | $254.0K | 0.13% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 561 | $254.3K | 0.17% | −29−4.9% | Reduced |
| Collective Family Office LLC | 562 | $254.7K | 0.09% | −11−1.9% | Reduced |
| First United Bank Trust | 562 | $254.7K | 0.10% | +14+2.6% | Added |
| Advocate Group LLC | 566 | $256.5K | 0.06% | −35−5.8% | Reduced |
| Rebalance, LLC | 566 | $256.5K | 0.02% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 566 | $256.5K | 0.16% | +65+13.0% | Added |
| Inscription Capital, LLC | 566 | $256.5K | 0.07% | +566 | New |
| Mirador Capital Partners LP | 567 | $256.9K | 0.05% | −21−3.6% | Reduced |
| Aua Capital Management, LLC | 567 | $257.0K | 0.16% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 568 | $257.4K | 0.18% | +255+81.5% | Added |
| Howard Financial Services, Ltd. | 569 | $257.9K | 0.05% | +569 | New |
| Ellis Investment Partners, LLC | 570 | $258.3K | 0.06% | +11+2.0% | Added |
| Nemes Rush Group LLC | 571 | $258.8K | 0.04% | −14−2.4% | Reduced |
| SMART Wealth LLC | 572 | $259.3K | 0.14% | +78+15.8% | Added |
| Old Second National Bank of Aurora | 572 | $259.3K | 0.07% | +90+18.7% | Added |
| Seamount Financial Group Inc | 574 | $260.4K | 0.25% | +574 | New |
| Northstar Advisory Group, LLC | 575 | $260.6K | 0.15% | +575 | New |
| First Dallas Securities Inc. | 575 | $261.0K | 0.13% | +575 | New |
| Retirement Planning Group | 576 | $261.1K | 0.02% | +2+0.3% | Added |
| Legacy Advisors, LLC | 579 | $262.4K | 0.03% | +579 | New |
| Safeguard Investment Advisory Group, LLC | 579 | $262.8K | 0.10% | +33+6.0% | Added |