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 |
|---|---|---|---|---|---|
| Lakeridge Wealth Management LLC | 802 | $363.6K | 0.26% | +802 | New |
| United Advisor Group, LLC | 802 | $364.3K | 0.44% | +802 | New |
| Occidental Asset Management, LLC | 804 | $364.4K | 0.08% | +11+1.4% | Added |
| Dimension Capital Management LLC | 805 | $364.9K | 0.08% | 00.0% | Unchanged |
| tru Independence LLC | 808 | $366.0K | 0.11% | +808 | New |
| Benedetti & Gucer, Inc. | 809 | $366.7K | 0.19% | 00.0% | Unchanged |
| SFMG, LLC | 812 | $368.1K | 0.03% | +6+0.7% | Added |
| Clough Capital Partners L P | 815 | $369.4K | 0.04% | −185−18.5% | Reduced |
| Saxon Interests, Inc. | 816 | $369.7K | 0.19% | +816 | New |
| Elevated Capital Advisors, LLC | 819 | $371.4K | 0.12% | +110+15.5% | Added |
| Viawealth, LLC | 822 | $372.4K | 0.26% | +300+57.5% | Added |
| United Bank | 826 | $374.4K | 0.05% | +200+31.9% | Added |
| Belfer Management LLC | 827 | $374.6K | 7.91% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 827 | $374.7K | 0.05% | −365−30.6% | Reduced |
| DT Investment Partners, LLC | 869 | $375.1K | 0.04% | +119+15.9% | Added |
| Epic Trust Investment Advisors, LLC | 828 | $375.4K | 0.50% | −425−33.9% | Reduced |
| Ironsides Asset Advisors, LLC | 832 | $377.1K | 0.16% | −185−18.2% | Reduced |
| Accel Wealth Management | 833 | $377.5K | 0.19% | +51+6.5% | Added |
| Lee Johnson Capital Management, LLC | 836 | $378.9K | 0.57% | −137−14.1% | Reduced |
| Allred Capital Management, LLC | 837 | $379.4K | 0.16% | +103+14.0% | Added |
| Catalyst Financial Partners LLC | 839 | $380.3K | 0.11% | +108+14.8% | Added |
| Cozad Asset Management Inc | 840 | $380.7K | 0.04% | −96−10.3% | Reduced |
| Lifeworks Advisors, LLC | 842 | $381.5K | 0.13% | −384−31.3% | Reduced |
| Boothbay Fund Management, LLC | 842 | $381.6K | 0.01% | −4,959−85.5% | Reduced |
| Biltmore Family Office, LLC | 842 | $381.6K | 0.08% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 842 | $381.7K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 844 | $382.6K | 0.12% | +14+1.7% | Added |
| TrueWealth Advisors, LLC | 849 | $384.7K | 0.15% | +8+1.0% | Added |
| Etfidea, LLC | 849 | $384.9K | 0.14% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 849 | $385.0K | 0.07% | +849 | New |
| Redwood Wealth Management Group, LLC | 852 | $386.1K | 0.43% | −25−2.9% | Reduced |
| Gries Financial LLC | 853 | $386.6K | 0.08% | −48−5.3% | Reduced |
| Kames Capital plc | 857 | $388.0K | 0.01% | +857 | New |
| Acorn Wealth Advisors, LLC | 856 | $388.1K | 0.23% | −60−6.6% | Reduced |
| ICA Group Wealth Management, LLC | 857 | $388.2K | 0.09% | +142+19.9% | Added |
| Per Stirling Capital Management, LLC. | 857 | $388.3K | 0.07% | +2+0.2% | Added |
| Kowal Investment Group, LLC | 857 | $388.5K | 0.09% | +302+54.4% | Added |
| 1620 Investment Advisors, Inc. | 859 | $389.3K | 0.43% | +859 | New |
| Morris Retirement Advisors, LLC | 860 | $389.8K | 0.26% | −2,155−71.5% | Reduced |
| Court Place Advisors, LLC | 863 | $391.1K | 0.13% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 864 | $391.8K | 0.06% | +20+2.4% | Added |
| Grove Bank & Trust | 865 | $392.1K | 0.07% | −89−9.3% | Reduced |
| Edmp, Inc. | 866 | $392.4K | 0.36% | −72−7.7% | Reduced |
| Harbor Group, Inc. | 868 | $393.4K | 0.11% | +1+0.1% | Added |
| Hodges Capital Management Inc. | 870 | $394.0K | 0.02% | −33−3.7% | Reduced |
| Nicolet Bankshares Inc | 870 | $394.3K | 0.11% | −28−3.1% | Reduced |
| Indiana Trust & Investment Management CO | 872 | $395.2K | 0.18% | −182−17.3% | Reduced |
| Borer Denton & Associates, Inc. | 873 | $395.7K | 0.15% | −125−12.5% | Reduced |
| State of Wyoming | 873 | $395.7K | 0.07% | +96+12.4% | Added |
| Opinicus Capital, Inc. | 874 | $396.1K | 0.40% | +874 | New |
| Ignite Planners, LLC | 869 | $396.4K | 0.12% | −96−9.9% | Reduced |
| Monticello Wealth Management, LLC | 875 | $396.6K | 0.04% | +12+1.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 876 | $397.0K | 0.01% | +150+20.7% | Added |
| Shufro Rose & Co LLC | 974 | $398.2K | 0.04% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 879 | $398.4K | 0.26% | −9−1.0% | Reduced |
| Saratoga Research & Investment Management | 880 | $398.9K | 0.02% | −3−0.3% | Reduced |
| NWF Advisory Services Inc. | 884 | $400.6K | 0.08% | +102+13.0% | Added |
| Sigma Investment Counselors Inc | 885 | $401.2K | 0.03% | −43−4.6% | Reduced |
| WealthTrust Axiom LLC | 886 | $401.7K | 0.13% | 00.0% | Unchanged |
| Keel Point, LLC | 886 | $401.7K | 0.05% | +219+32.8% | Added |
| Peoples Bank | 887 | $402.0K | 0.32% | −50−5.3% | Reduced |
| Calamos Wealth Management LLC | 889 | $402.9K | 0.03% | −4−0.4% | Reduced |
| New Republic Capital, LLC | 889 | $403.0K | 0.29% | +129+17.0% | Added |
| Opus Capital Group, LLC | 890 | $403.0K | 0.07% | −5−0.6% | Reduced |
| Truepoint, Inc. | 890 | $403.2K | 0.01% | −292−24.7% | Reduced |
| Camden Capital, LLC | 890 | $403.5K | 0.04% | +206+30.1% | Added |
| Versor Investments LP | 891 | $403.8K | 0.08% | −2,365−72.6% | Reduced |
| Raleigh Capital Management Inc. | 892 | $404.6K | 0.19% | −14−1.5% | Reduced |
| First Trust Investment Solutions L.P. | 894 | $405.2K | 0.08% | +894 | New |
| OneAscent Financial Services LLC | 899 | $407.0K | 0.05% | −167−15.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 899 | $407.4K | 0.08% | −20−2.2% | Reduced |
| Sawgrass Asset Management LLC | 900 | $407.9K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 900 | $408.0K | 0.04% | −417−31.7% | Reduced |
| Silverlake Wealth Management LLC | 902 | $408.8K | 0.23% | −193−17.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 902 | $409.0K | 0.14% | +1+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 903 | $409.4K | 0.11% | +143+18.8% | Added |
| Bank Hapoalim BM | 905 | $410.0K | 0.06% | −127−12.3% | Reduced |
| Norris Perne & French LLP | 905 | $410.2K | 0.03% | +25+2.8% | Added |
| Select Asset Management & Trust | 907 | $411.0K | 0.20% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 910 | $412.3K | 0.09% | −25−2.7% | Reduced |
| Widmann Financial Services, Inc. | 910 | $412.4K | 0.37% | 00.0% | Unchanged |
| Congress Park Capital LLC | 910 | $412.4K | 0.20% | +250+37.9% | Added |
| Bell Bank | 913 | $413.8K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 921 | $417.4K | 0.03% | +921 | New |
| Detalus Advisors, LLC | 923 | $418.4K | 0.17% | −9−1.0% | Reduced |
| Genesee Capital Advisors, LLC | 923 | $418.5K | 0.26% | +25+2.8% | Added |
| AlphaMark Advisors, LLC | 924 | $419.0K | 0.16% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 926 | $419.5K | 0.07% | +13+1.4% | Added |
| Capstone Wealth Management Group, LLC | 928 | $420.7K | 0.40% | +928 | New |
| Cutter & CO Brokerage, Inc. | 930 | $421.3K | 0.12% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 930 | $421.4K | 0.03% | +235+33.8% | Added |
| Granite Investment Partners, LLC | 930 | $421.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 983 | $421.8K | 0.11% | +983 | New |
| First American Trust, FSB | 933 | $422.6K | 0.05% | +105+12.7% | Added |
| Mraz, Amerine & Associates, Inc. | 934 | $423.3K | 0.09% | 00.0% | Unchanged |
| Capula Management Ltd | 935 | $423.8K | 0.03% | +935 | New |
| Teamwork Financial Advisors, LLC | 937 | $424.6K | 0.07% | −237−20.2% | Reduced |
| AdvisorShares Investments LLC | 939 | $425.6K | 0.10% | +939 | New |
| Peachtree Investment Partners, LLC | 940 | $425.9K | 0.17% | −42−4.3% | Reduced |
| Plancorp, LLC | 942 | $427.0K | 0.02% | +86+10.0% | Added |