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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 580 | $262.9K | 0.04% | 00.0% | Unchanged |
| James Hambro & Partners | 580 | $262.9K | 0.01% | −200−25.6% | Reduced |
| Montecito Bank & Trust | 582 | $263.8K | 0.06% | −130−18.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 582 | $263.8K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 582 | $263.8K | 0.15% | 00.0% | Unchanged |
| Onefund, LLC | 583 | $264.2K | 0.34% | +583 | New |
| Dogwood Wealth Management LLC | 585 | $264.9K | 0.21% | +585 | New |
| Byrne Asset Management LLC | – | $266.2K | 0.20% | – | – |
| Sivia Capital Partners, LLC | 588 | $266.6K | 0.20% | +588 | New |
| Campbell Wealth Management | 589 | $267.0K | 0.03% | +82+16.2% | Added |
| Fort, L.P. | 590 | $267.4K | 0.66% | −17−2.8% | Reduced |
| Hemington Wealth Management | 593 | $269.0K | 0.10% | +593 | New |
| Hilton Capital Management, LLC | 594 | $269.2K | 0.03% | −32−5.1% | Reduced |
| Panoramic Investment Advisors, LLC | 596 | $270.1K | 0.23% | +50+9.2% | Added |
| Madrona Financial Services, LLC | 598 | $271.0K | 0.11% | 00.0% | Unchanged |
| Studio Investment Management LLC | 600 | $271.9K | 0.07% | −121−16.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 600 | $271.9K | 0.12% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 600 | $271.9K | 0.08% | +50+9.1% | Added |
| Dakota Community Bank & Trust NA | 601 | $272.4K | 1.53% | +40+7.1% | Added |
| SNS Financial Group, LLC | 603 | $273.3K | 0.03% | +30+5.2% | Added |
| Trustmark National Bank Trust Department | 604 | $273.8K | 0.02% | −12−1.9% | Reduced |
| RFP Financial Group LLC | 604 | $273.8K | 0.11% | +23+4.0% | Added |
| Montz Harcus Wealth Management LLC | 604 | $273.8K | 0.21% | −3−0.5% | Reduced |
| Delta Financial Group, Inc. | 604 | $274.0K | 0.09% | +14+2.4% | Added |
| Norden Group LLC | 605 | $274.2K | 0.05% | +29+5.0% | Added |
| Carlson Capital Management | 606 | $274.6K | 0.01% | −14−2.3% | Reduced |
| Broadwater Capital Management LLC | 607 | $275.1K | 0.22% | +607 | New |
| Sepio Capital, LP | 608 | $275.6K | 0.02% | +68+12.6% | Added |
| Cahaba Wealth Management, Inc. | 608 | $275.6K | 0.03% | +2+0.3% | Added |
| Summit Wealth Partners, LLC | 609 | $275.8K | 0.06% | −54−8.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 610 | $276.3K | 0.06% | +100+19.6% | Added |
| Headlands Technologies LLC | 610 | $276.5K | 0.08% | −526−46.3% | Reduced |
| Buckingham Capital Management, Inc. | 611 | $276.9K | 0.04% | +18+3.0% | Added |
| VeraBank, N.A. | 611 | $276.9K | 0.09% | +22+3.7% | Added |
| Hamilton Capital, LLC | 611 | $276.9K | 0.02% | +34+5.9% | Added |
| Grayhawk Investment Strategies Inc. | 611 | $276.9K | 0.14% | +611 | New |
| Janney Capital Management LLC | 612 | $277.0K | 0.02% | −18−2.9% | Reduced |
| Mayfair Advisory Group, LLC | 609 | $277.8K | 0.24% | −1−0.2% | Reduced |
| Touchstone Capital, Inc. | 613 | $277.8K | 0.26% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 615 | $278.7K | 0.07% | +16+2.7% | Added |
| Finivi Inc. | 618 | $280.1K | 0.27% | +618 | New |
| Spinnaker Trust | 621 | $281.5K | 0.02% | −105−14.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 622 | $281.9K | 0.20% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 623 | $282.2K | 0.26% | +623 | New |
| Tempus Wealth Planning, LLC | 623 | $282.4K | 0.12% | +57+10.1% | Added |
| Destiny Capital Corp | 623 | $282.4K | 0.20% | +623 | New |
| Baltimore-Washington Financial Advisors, Inc. | 624 | $282.8K | 0.02% | −335−34.9% | Reduced |
| Olistico Wealth, LLC | 624 | $282.8K | 0.22% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 625 | $283.2K | 0.04% | +2+0.3% | Added |
| Divergent Planning, LLC | 622 | $283.7K | 0.14% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 627 | $284.0K | 0.09% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 628 | $284.6K | 0.20% | +58+10.2% | Added |
| Prepared Retirement Institute LLC | 628 | $284.7K | 0.21% | +628 | New |
| United Community Bank | 629 | $285.1K | 0.12% | +6+1.0% | Added |
| Eqis Capital Management, Inc. | 630 | $285.7K | 0.02% | +94+17.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 630 | $286.0K | 0.15% | 00.0% | Unchanged |
| LMCG Investments, LLC | 632 | $286.4K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 633 | $287.0K | 0.14% | +78+14.1% | Added |
| Hills Bank & Trust Co | 634 | $287.4K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 634 | $287.4K | 0.13% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 634 | $287.4K | 0.09% | +20+3.3% | Added |
| Acas, LLC | 636 | $288.3K | 0.33% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 638 | $289.2K | 0.07% | +9+1.4% | Added |
| Howard Wealth Management, LLC | 639 | $289.6K | 0.24% | −15−2.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 640 | $290.1K | 0.03% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 641 | $290.3K | 0.22% | +641 | New |
| Plato Investment Management Ltd | 642 | $291.0K | 0.36% | +642 | New |
| Sierra Summit Advisors LLC | 643 | $291.4K | 0.09% | +643 | New |
| Optas, LLC | 644 | $291.9K | 0.09% | +49+8.2% | Added |
| Ellevest, Inc. | 645 | $292.5K | 0.02% | +27+4.4% | Added |
| Matrix Private Capital Group LLC | 648 | $293.7K | 0.22% | −2−0.3% | Reduced |
| Northstar Asset Management LLC | 650 | $294.6K | 0.08% | 00.0% | Unchanged |
| Spirit of America Management Corp | 650 | $294.6K | 0.06% | +250+62.5% | Added |
| Ingalls & Snyder LLC | 651 | $295.0K | 0.01% | −10−1.5% | Reduced |
| Adell Harriman & Carpenter Inc | 651 | $295.1K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 651 | $295.1K | 0.01% | −34−5.0% | Reduced |
| Consolidated Planning Corp | 652 | $295.3K | 0.05% | −177−21.4% | Reduced |
| Advus Financial Partners, LLC | 653 | $295.8K | 0.10% | +653 | New |
| Stonebridge Capital Advisors LLC | 653 | $296.0K | 0.03% | −25−3.7% | Reduced |
| Meritage Portfolio Management | 653 | $296.0K | 0.02% | +653 | New |
| Fairhaven Wealth Management, LLC | 655 | $296.9K | 0.11% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 657 | $297.8K | 0.27% | +268+68.9% | Added |
| Absher Wealth Management, LLC | 659 | $298.7K | 0.04% | +2+0.3% | Added |
| Aveo Capital Partners, LLC | 661 | $299.6K | 0.04% | +26+4.1% | Added |
| First National Corp | 663 | $300.3K | 0.07% | +146+28.2% | Added |
| Hazlett, Burt & Watson, Inc. | 663 | $301.0K | 0.20% | +109+19.7% | Added |
| Transform Wealth, LLC | 664 | $301.0K | 0.03% | +26+4.1% | Added |
| Talisman Wealth Advisors LLC | 665 | $301.5K | 0.45% | +1+0.2% | Added |
| Palumbo Wealth Management LLC | 666 | $301.8K | 0.15% | −30−4.3% | Reduced |
| Marshall Financial Group LLC | 666 | $301.9K | 0.10% | +12+1.8% | Added |
| Orrstown Financial Services Inc | 666 | $301.9K | 0.24% | +666 | New |
| J. Stern & Co. LLP | 705 | $302.7K | 0.06% | +705 | New |
| Bragg Financial Advisors, Inc | 668 | $302.8K | 0.01% | −42−5.9% | Reduced |
| Garrett Investment Advisors LLC | 669 | $303.2K | 0.04% | −128−16.1% | Reduced |
| Nixon Peabody Trust Co | 669 | $303.2K | 0.03% | +50+8.1% | Added |
| Sculati Wealth Management, LLC | 671 | $304.1K | 0.14% | −147−18.0% | Reduced |
| High Net Worth Advisory Group LLC | 671 | $304.7K | 0.11% | +30+4.7% | Added |
| Sather Financial Group Inc | 673 | $305.0K | 0.02% | −38−5.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 675 | $305.9K | 0.01% | −95−12.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 675 | $306.1K | 0.21% | −184−21.4% | Reduced |