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 |
|---|---|---|---|---|---|
| Cape Ann Savings Bank | 713 | $306.2K | 0.20% | −5−0.7% | Reduced |
| ERTS Wealth Advisors, LLC | 677 | $306.8K | 0.07% | +3+0.4% | Added |
| Kaydan Wealth Management, Inc. | 678 | $307.3K | 0.12% | −7−1.0% | Reduced |
| Fulcrum Equity Management | 679 | $308.0K | 0.38% | −77−10.2% | Reduced |
| SkyOak Wealth, LLC | 680 | $308.2K | 0.08% | −330−32.7% | Reduced |
| Summit Financial Strategies, Inc. | 680 | $308.2K | 0.05% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 680 | $308.2K | 0.09% | +10+1.5% | Added |
| Keystone Financial Services | 685 | $310.7K | 0.15% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 689 | $312.4K | 0.13% | −1−0.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 690 | $312.8K | 0.06% | +126+22.3% | Added |
| Truvestments Capital LLC | 692 | $313.6K | 0.14% | −16−2.3% | Reduced |
| Triumph Capital Management | 696 | $315.7K | 0.13% | −27−3.7% | Reduced |
| Opal Wealth Advisors, LLC | 697 | $316.0K | 0.12% | +45+6.9% | Added |
| Terra Nova Asset Management LLC | 699 | $316.9K | 0.28% | −22−3.1% | Reduced |
| Jump Financial, LLC | 701 | $317.7K | 0.01% | −7,011−90.9% | Reduced |
| Well Done, LLC | 701 | $317.7K | 0.06% | +43+6.5% | Added |
| Lummis Asset Management, LP | 702 | $318.2K | 0.24% | +702 | New |
| Wealthstream Advisors, Inc. | 703 | $318.8K | 0.13% | +703 | New |
| Lockerman Financial Group, Inc. | 704 | $319.0K | 0.74% | +17+2.5% | Added |
| Carolinas Wealth Consulting LLC | 26,575 | $319.7K | 0.07% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 706 | $319.9K | 0.07% | −54−7.1% | Reduced |
| Kaizen Financial Strategies | 707 | $320.2K | 0.24% | −2−0.3% | Reduced |
| West Family Investments, Inc. | 707 | $320.4K | 0.11% | −51−6.7% | Reduced |
| S. R. Schill & Associates | 707 | $320.4K | 0.14% | +707 | New |
| Angeles Wealth Management, LLC | 707 | $320.4K | 0.04% | +707 | New |
| Westover Capital Advisors, LLC | 708 | $320.9K | 0.10% | +64+9.9% | Added |
| Farmers National Bank | 708 | $320.9K | 0.10% | +90+14.6% | Added |
| Zimmermann Investment Management & Planning LLC | 709 | $321.2K | 0.13% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 709 | $321.3K | 0.19% | +709 | New |
| Northside Capital Management, LLC | 710 | $321.8K | 0.10% | 00.0% | Unchanged |
| Financial Management Network Inc | 706 | $322.2K | 0.09% | +3+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 712 | $322.7K | 0.08% | +2+0.3% | Added |
| Drake & Associates, LLC | 712 | $322.9K | 0.13% | +23+3.3% | Added |
| Smart Money Group LLC | 714 | $323.5K | 0.14% | +97+15.7% | Added |
| General Partner, Inc. | 715 | $324.1K | 0.27% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 717 | $325.0K | 0.05% | −3−0.4% | Reduced |
| Cascade Investment Group, Inc. | 718 | $325.3K | 0.26% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 718 | $325.4K | 0.25% | −29−3.9% | Reduced |
| Delta Asset Management LLC | 719 | $325.9K | 0.03% | −74−9.3% | Reduced |
| NTV Asset Management LLC | 719 | $325.9K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 720 | $326.3K | 0.10% | +13+1.8% | Added |
| Equitable Trust Co | 720 | $326.3K | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 723 | $327.9K | 0.13% | −1−0.1% | Reduced |
| Mainstay Capital Management LLC | 726 | $329.1K | 0.06% | −8−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 726 | $329.1K | 0.03% | +17+2.4% | Added |
| Chapin Davis, Inc. | 731 | $331.3K | 0.14% | +731 | New |
| BBR Partners, LLC | 732 | $331.6K | 0.03% | +732 | New |
| AlphaQ Advisors LLC | 732 | $331.8K | 0.23% | +732 | New |
| Indie Asset Partners, LLC | 732 | $331.9K | 0.30% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 733 | $332.2K | 0.04% | −27−3.6% | Reduced |
| Norwood Financial Corp | 735 | $333.1K | 0.50% | +45+6.5% | Added |
| Powell Investment Advisors, LLC | 737 | $334.0K | 0.18% | 00.0% | Unchanged |
| Aspiriant, LLC | 739 | $334.9K | 0.02% | −77−9.4% | Reduced |
| Legacy Capital Group California, Inc. | 739 | $334.9K | 0.13% | +1+0.1% | Added |
| BHK Investment Advisors, LLC | 740 | $335.4K | 0.19% | −530−41.7% | Reduced |
| Gsa Capital Partners LLP | 741 | $336.0K | 0.03% | +741 | New |
| Wealth Effects LLC | 742 | $336.3K | 0.13% | +107+16.9% | Added |
| Newbridge Financial Services Group, Inc. | 742 | $336.3K | 0.16% | +3+0.4% | Added |
| Perkins Coie Trust Co | 744 | $337.2K | 0.09% | −14−1.8% | Reduced |
| Insight Advisors, LLC | 745 | $338.3K | 0.07% | −82−9.9% | Reduced |
| Cypress Wealth Services, LLC | 749 | $339.3K | 0.08% | −27−3.5% | Reduced |
| Stewart & Patten Co LLC | 750 | $339.9K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 750 | $339.9K | 0.22% | 00.0% | Unchanged |
| Mathes Company, Inc. | 750 | $340.0K | 0.14% | −50−6.3% | Reduced |
| Perennial Investment Advisors, LLC | 751 | $340.3K | 0.06% | −80−9.6% | Reduced |
| Avestar Capital, LLC | 751 | $340.4K | 0.04% | +250+49.9% | Added |
| Compass Wealth Management LLC | 751 | $340.4K | 0.10% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 805 | $340.6K | 0.25% | +20+2.5% | Added |
| Connecticut Wealth Management, LLC | 759 | $344.1K | 0.02% | +122+19.2% | Added |
| Kennedy Investment Group | 760 | $344.6K | 0.19% | −547−41.9% | Reduced |
| Quent Capital, LLC | 762 | $345.4K | 0.05% | +34+4.7% | Added |
| Chilton Capital Management LLC | 764 | $346.3K | 0.02% | +141+22.6% | Added |
| Meadow Creek Wealth Advisors LLC | 765 | $346.7K | 0.34% | +765 | New |
| Global Financial Private Client, LLC | 765 | $346.7K | 0.16% | 00.0% | Unchanged |
| Marotta Asset Management | 766 | $347.2K | 0.07% | −66−7.9% | Reduced |
| Old Port Advisors | 770 | $349.0K | 0.12% | −18−2.3% | Reduced |
| Rockland Trust Co | 770 | $349.0K | 0.02% | +215+38.7% | Added |
| Cedrus LLC | 772 | $349.9K | 0.22% | +13+1.7% | Added |
| Dodge & Cox | 775 | $351.3K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 777 | $352.2K | 0.02% | −64−7.6% | Reduced |
| Apexium Financial, LP | 777 | $352.2K | 0.03% | +189+32.1% | Added |
| Salem Investment Counselors Inc | 777 | $352.2K | 0.01% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 777 | $352.3K | 0.20% | −153−16.5% | Reduced |
| West Wealth Group, LLC | 779 | $353.0K | 0.14% | +19+2.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 777 | $353.1K | 0.09% | +159+25.7% | Added |
| Cutler Investment Counsel LLC | 783 | $354.7K | 0.05% | +783 | New |
| Relyea Zuckerberg Hanson LLC | 784 | $355.5K | 0.07% | +784 | New |
| Pekin Hardy Strauss, Inc. | 785 | $355.8K | 0.05% | −15−1.9% | Reduced |
| LVW Advisors, LLC | 785 | $355.8K | 0.07% | −85−9.8% | Reduced |
| Austin Private Wealth, LLC | 787 | $356.7K | 0.05% | +10+1.3% | Added |
| Fulton Breakefield Broenniman LLC | 790 | $358.2K | 0.03% | −166−17.4% | Reduced |
| Fairfield Financial Advisors, LTD | 791 | $358.5K | 0.14% | +15+1.9% | Added |
| Sound Income Strategies, LLC | 795 | $360.2K | 0.03% | +256+47.5% | Added |
| Private Wealth Strategies, L.L.C. | 795 | $360.3K | 0.08% | −55−6.5% | Reduced |
| Elite Wealth Management, Inc. | 796 | $361.0K | 0.11% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 798 | $361.7K | 0.16% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 799 | $362.1K | 0.22% | +104+15.0% | Added |
| Silver Coast Investments LLC | 801 | $363.0K | 0.16% | +801 | New |
| Perfromance Wealth Partners, LLC | 802 | $363.5K | 0.02% | +20+2.6% | Added |
| KG&L Capital Management,LLC | 802 | $363.5K | 0.15% | +84+11.7% | Added |