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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 943 | $427.4K | 0.12% | +47+5.2% | Added |
| Childress Capital Advisors, LLC | 943 | $427.4K | 0.13% | +196+26.2% | Added |
| KPP Advisory Services LLC | 943 | $427.4K | 0.38% | +37+4.1% | Added |
| Liberty Capital Management, Inc. | 946 | $428.8K | 0.11% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 947 | $429.2K | 0.65% | +947 | New |
| Callan Family Office, LLC | 949 | $430.1K | 0.11% | −13−1.4% | Reduced |
| Northwest Wealth Management, LLC | 949 | $430.1K | 0.13% | +23+2.5% | Added |
| MMBG Investment Advisors Co. | 950 | $430.6K | 0.05% | −220−18.8% | Reduced |
| Manchester Capital Management LLC | 950 | $430.6K | 0.06% | +28+3.0% | Added |
| Colonial River Wealth Management, LLC | 950 | $430.6K | 0.26% | +274+40.5% | Added |
| Redhawk Wealth Advisors, Inc. | 950 | $430.6K | 0.08% | −149−13.6% | Reduced |
| Carmel Capital Partners, LLC | 952 | $431.5K | 0.22% | −29−3.0% | Reduced |
| Milestone Asset Management, LLC | 953 | $431.9K | 0.14% | +133+16.2% | Added |
| First Heartland Consultants, Inc. | 953 | $432.0K | 0.05% | +101+11.9% | Added |
| Pinnacle Family Advisors, LLC | 955 | $432.7K | 0.25% | +955 | New |
| Concord Asset Management, LLC | 955 | $432.8K | 0.13% | −1,394−59.3% | Reduced |
| Trust Co of Virginia | 955 | $432.8K | 0.04% | −5−0.5% | Reduced |
| Capstone Triton Financial Group, LLC | 955 | $432.8K | 0.32% | +41+4.5% | Added |
| Freedom Day Solutions, LLC | 956 | $433.2K | 0.17% | −55−5.4% | Reduced |
| Mairs & Power Inc | 958 | $434.2K | 0.00% | −70−6.8% | Reduced |
| Insight 2811, Inc. | 959 | $434.7K | 0.24% | −56−5.5% | Reduced |
| Arden Trust Co | 960 | $435.1K | 0.06% | −214−18.2% | Reduced |
| World Equity Group, Inc. | 960 | $435.1K | 0.09% | +24+2.6% | Added |
| Everpar Advisors LLC | 961 | $435.6K | 0.20% | +961 | New |
| Masso Torrence Wealth Management Inc. | 962 | $436.0K | 0.30% | +204+26.9% | Added |
| Motiv8 Investments LLC | 963 | $436.3K | 0.39% | +963 | New |
| Capital Advisors, Ltd. LLC | 970 | $439.0K | 0.06% | +50+5.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 972 | $440.5K | 2.54% | +972 | New |
| Mogy Joel R Investment Counsel Inc | 978 | $443.4K | 0.03% | −23−2.3% | Reduced |
| Private Capital Management, LLC | 979 | $443.8K | 0.05% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 982 | $445.1K | 0.27% | +5+0.5% | Added |
| Everhart Financial Group, Inc. | 985 | $446.4K | 0.16% | +85+9.4% | Added |
| Woodward Diversified Capital, LLC | 985 | $446.5K | 0.28% | −21−2.1% | Reduced |
| Itau Unibanco Holding S.A. | 990 | $446.7K | 0.01% | +921+1,334.8% | Added |
| Prentice Wealth Management LLC | 988 | $447.8K | 0.17% | +12+1.2% | Added |
| Catalytic Wealth RIA, LLC | 990 | $448.7K | 0.20% | +990 | New |
| Formidable Asset Management, LLC | 992 | $449.6K | 0.10% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 994 | $450.0K | 0.12% | −125−11.2% | Reduced |
| First National Bank Sioux Falls | 993 | $450.1K | 0.23% | −372−27.3% | Reduced |
| Univest Financial Corp | 993 | $450.1K | 0.13% | +41+4.3% | Added |
| Advisors Preferred, LLC | 990 | $451.6K | 0.07% | −468−32.1% | Reduced |
| HBC Financial Services, PLLC | 1,000 | $453.0K | 0.31% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,000 | $453.2K | 0.15% | 00.0% | Unchanged |
| Affiance Financial, LLC | 1,000 | $453.2K | 0.13% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 1,000 | $453.2K | 0.14% | +110+12.4% | Added |
| Pensionmark Financial Group, LLC | 1,000 | $453.2K | 0.06% | +502+100.8% | Added |
| CSS LLC | 1,000 | $453.2K | 0.04% | +1,000 | New |
| Inspire Advisors, LLC | 1,000 | $453.3K | 0.07% | +5+0.5% | Added |
| Truefg, LLC | 1,001 | $453.7K | 0.18% | +1+0.1% | Added |
| Meridian Financial, LLC | 1,001 | $453.9K | 0.36% | +70+7.5% | Added |
| Forte Capital LLC | 1,003 | $454.6K | 0.06% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,003 | $454.8K | 0.07% | −147−12.8% | Reduced |
| Meridian Management Co | 1,067 | $455.1K | 0.13% | +4+0.4% | Added |
| BKD Wealth Advisors, LLC | 1,004 | $455.2K | 0.01% | +74+8.0% | Added |
| OMNI 360 Wealth, Inc. | 1,005 | $455.5K | 0.43% | +1,005 | New |
| Barrett & Company, Inc. | 1,007 | $456.2K | 0.25% | −464−31.5% | Reduced |
| Hanlon Investment Management, Inc. | 1,007 | $456.4K | 0.14% | +71+7.6% | Added |
| LaFleur & Godfrey LLC | 1,008 | $457.0K | 0.07% | −34−3.3% | Reduced |
| Syntax Research, Inc. | 1,008 | $457.1K | 0.38% | +27+2.8% | Added |
| Ballast Advisors LLC | 1,009 | $457.3K | 0.17% | −5−0.5% | Reduced |
| Fortitude Family Office, LLC | 1,009 | $457.3K | 0.34% | +1,009 | New |
| Sanders Morris Harris LLC | 1,000 | $457.5K | 0.22% | −854−46.1% | Reduced |
| Jackson Square Capital, LLC | 1,011 | $458.2K | 0.15% | 00.0% | Unchanged |
| Riverview Trust Co | 1,012 | $458.7K | 0.47% | +47+4.9% | Added |
| Alan B. Lancz & Associates, Inc. | 1,015 | $460.0K | 0.48% | −70−6.5% | Reduced |
| Cornerstone Planning Group LLC | 1,016 | $460.7K | 0.15% | −14−1.4% | Reduced |
| KLR Investment Advisors, LLC | 1,019 | $461.9K | 0.33% | −47−4.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,021 | $462.8K | 0.28% | −7−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,023 | $463.7K | 0.01% | −250−19.6% | Reduced |
| Greenhouse Wealth Management, LLC | 1,024 | $464.3K | 0.38% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,027 | $465.5K | 0.09% | +1,027 | New |
| Juncture Wealth Strategies, LLC | 1,027 | $465.5K | 0.21% | +1,027 | New |
| Midland Wealth Advisors LLC | 1,029 | $466.4K | 0.03% | +1,029 | New |
| Massachusetts Financial Services Co | 1,030 | $466.8K | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,020 | $467.0K | 0.27% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 1,031 | $467.2K | 0.43% | −703−40.5% | Reduced |
| SFG Wealth Management, LLC. | 1,031 | $467.2K | 0.31% | +1+0.1% | Added |
| Trustco Bank Corp N Y | 1,032 | $467.7K | 0.51% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 1,033 | $468.2K | 0.17% | +328+46.5% | Added |
| Confluence Wealth Services, Inc. | 1,039 | $470.9K | 0.05% | −7−0.7% | Reduced |
| Kickstand Ventures, LLC. | 1,042 | $472.3K | 0.14% | +3+0.3% | Added |
| Fort Point Capital Partners LLC | 1,042 | $472.3K | 0.07% | +29+2.9% | Added |
| Fortis Capital Advisors, LLC | 1,048 | $475.1K | 0.26% | +307+41.4% | Added |
| David Loasby | 1,042 | $475.7K | 0.05% | +5+0.5% | Added |
| Arthur M. Cohen & Associates, LLC | 1,050 | $475.9K | 0.11% | +97+10.2% | Added |
| MGB Wealth Management, LLC | 1,050 | $475.9K | 0.24% | +1,050 | New |
| Cardiff Park Advisors, LLC | 1,051 | $476.2K | 0.05% | −21−2.0% | Reduced |
| Sofos Investments, Inc. | 1,056 | $478.6K | 0.13% | −18,248−94.5% | Reduced |
| Oracle Alpha Inc. | 1,058 | $479.5K | 0.62% | +1,058 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 1,060 | $480.4K | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,063 | $481.8K | 0.10% | −1−0.1% | Reduced |
| Bouchey Financial Group Ltd | 1,068 | $484.2K | 0.05% | −22−2.0% | Reduced |
| Joel Isaacson & Co., LLC | 1,070 | $485.0K | 0.03% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,071 | $485.0K | 0.33% | −63−5.6% | Reduced |
| Algert Global LLC | 1,074 | $486.8K | 0.02% | +1,074 | New |
| Kolinsky Wealth Management, LLC | 1,075 | $487.2K | 0.43% | +11+1.0% | Added |
| Berry Wealth Group, LP | 1,077 | $488.0K | 0.45% | +1,077 | New |
| Alliance Wealth Advisors, LLC | 1,078 | $488.6K | 0.32% | −29−2.6% | Reduced |
| Register Financial Advisors LLC | 1,079 | $488.8K | 0.33% | +1+0.1% | Added |
| MCF Advisors LLC | 1,081 | $489.8K | 0.04% | +4+0.4% | Added |