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; 2,795 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
- 2,448
- +213 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
- 319
- 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 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $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 |
|---|---|---|---|---|---|
| Blackhawk Capital Partners LLC. | 4,596 | $2.08M | 1.41% | +4,596 | New |
| Transamerica Financial Advisors, Inc. | 4,584 | $2.08M | 0.29% | −1,442−23.9% | Reduced |
| Signature Wealth Management Group | 4,578 | $2.08M | 0.96% | +4,578 | New |
| 3Chopt Investment Partners, LLC | 4,577 | $2.07M | 0.76% | +4,577 | New |
| FDx Advisors, Inc. | 4,534 | $2.06M | 0.16% | −1,484−24.7% | Reduced |
| Integrated Advisors Network LLC | 4,505 | $2.04M | 0.12% | −8−0.2% | Reduced |
| Zurich Insurance Group Ltd | 4,500 | $2.04M | 0.02% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 4,498 | $2.04M | 1.26% | −112−2.4% | Reduced |
| Western Wealth Management, LLC | 4,468 | $2.02M | 0.15% | −425−8.7% | Reduced |
| Kornitzer Capital Management Inc | 4,462 | $2.02M | 0.04% | −1,432−24.3% | Reduced |
| BFSG, LLC | 4,457 | $2.02M | 0.29% | −118−2.6% | Reduced |
| WESPAC Advisors SoCal, LLC | 4,445 | $2.01M | 0.59% | +36+0.8% | Added |
| Caxton Associates LP | 4,436 | $2.01M | 0.10% | −1,698−27.7% | Reduced |
| Steel Peak Wealth Management LLC | 4,417 | $2.00M | 0.12% | −543−10.9% | Reduced |
| Forum Financial Management, LP | 4,411 | $2.00M | 0.04% | −217−4.7% | Reduced |
| Heritage Trust Co | 4,404 | $2.00M | 0.28% | −119−2.6% | Reduced |
| Icon Advisers Inc | 4,400 | $1.99M | 0.46% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,399 | $1.99M | 0.95% | +301+7.3% | Added |
| Harmony Asset Management LLC | 4,393 | $1.99M | 0.84% | +4,393 | New |
| Cypress Capital Management LLC (WY) | 4,377 | $1.98M | 2.17% | −258−5.6% | Reduced |
| Parallel Advisors, LLC | 4,368 | $1.98M | 0.06% | +10.0% | Added |
| Koshinski Asset Management, Inc. | 4,355 | $1.97M | 0.30% | +498+12.9% | Added |
| First Command Advisory Services, Inc. | 4,346 | $1.97M | 0.02% | −133−3.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,340 | $1.97M | 0.39% | +62+1.4% | Added |
| Wealthsource Partners, LLC | 4,336 | $1.97M | 0.13% | −218−4.8% | Reduced |
| River Wealth Advisors LLC | 4,334 | $1.96M | 0.31% | −176−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 4,290 | $1.94M | 0.13% | +51+1.2% | Added |
| Decatur Capital Management, Inc. | 4,237 | $1.92M | 1.15% | +316+8.1% | Added |
| Arete Wealth Advisors, LLC | 4,231 | $1.92M | 0.15% | +4,231 | New |
| Capital City Trust Co | 4,212 | $1.91M | 0.57% | +1,438+51.8% | Added |
| Ogorek Anthony Joseph | 4,212 | $1.91M | 0.69% | −151−3.5% | Reduced |
| Smithfield Trust Co | 4,204 | $1.91M | 0.11% | −540−11.4% | Reduced |
| Exeter Financial, LLC | 4,172 | $1.90M | 0.92% | +179+4.5% | Added |
| Insigneo Advisory Services, LLC | 4,200 | $1.90M | 0.27% | +76+1.8% | Added |
| KKM Financial LLC | 4,176 | $1.89M | 1.19% | +4,176 | New |
| Choate Investment Advisors | 4,172 | $1.89M | 0.06% | +484+13.1% | Added |
| Congress Wealth Management LLC | 4,166 | $1.89M | 0.03% | +3,157+312.9% | Added |
| Semmax Financial Advisors Inc. | 4,421 | $1.89M | 0.69% | −598−11.9% | Reduced |
| Investors Research Corp | 4,153 | $1.88M | 0.45% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,137 | $1.88M | 0.45% | +4,137 | New |
| Payden & Rygel | 4,120 | $1.87M | 0.14% | −13,600−76.7% | Reduced |
| L.M. Kohn & Company | 4,119 | $1.87M | 0.60% | +1,158+39.1% | Added |
| Sabal Trust CO | 4,115 | $1.87M | 0.11% | −143−3.4% | Reduced |
| Commonwealth Financial Services, LLC | 4,112 | $1.86M | 0.44% | −28−0.7% | Reduced |
| Wealth Alliance | 4,107 | $1.86M | 0.26% | +19+0.5% | Added |
| JGP Wealth Management, LLC | 4,104 | $1.86M | 0.28% | −377−8.4% | Reduced |
| Sage Investment Advisers LLC | 4,085 | $1.85M | 2.25% | −310−7.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,524 | $1.85M | 0.03% | −627−12.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,073 | $1.85M | 0.09% | +566+16.1% | Added |
| Crestwood Advisors Group LLC | 4,057 | $1.84M | 0.04% | +829+25.7% | Added |
| Paralel Advisors LLC | 4,046 | $1.83M | 0.09% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,045 | $1.83M | 0.32% | +28+0.7% | Added |
| Acropolis Investment Management, LLC | 4,031 | $1.83M | 0.13% | +5+0.1% | Added |
| Rehmann Capital Advisory Group | 4,030 | $1.83M | 0.15% | +55+1.4% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,029 | $1.83M | 1.51% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,022 | $1.82M | 0.21% | +58+1.5% | Added |
| Horizon Investments, LLC | 4,021 | $1.82M | 0.05% | −970−19.4% | Reduced |
| Phoenix Wealth Advisors | 3,992 | $1.82M | 1.27% | −349−8.0% | Reduced |
| Wolverine Trading, LLC | 4,002 | $1.81M | 0.01% | −17,803−81.6% | Reduced |
| Country Club Bank | 4,016 | $1.81M | 0.14% | −23−0.6% | Reduced |
| Investors Asset Management of Georgia Inc | 3,990 | $1.81M | 0.92% | +250+6.7% | Added |
| JJJ Advisors Inc. | 3,986 | $1.81M | 0.44% | +37+0.9% | Added |
| Harbour Investments, Inc. | 3,977 | $1.80M | 0.07% | +357+9.9% | Added |
| RB Capital Management, LLC | 3,975 | $1.80M | 0.52% | +191+5.0% | Added |
| Pacifica Partners Inc. | 4,023 | $1.80M | 0.88% | −4−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 3,948 | $1.79M | 0.32% | +344+9.5% | Added |
| Simplex Trading, LLC | 3,946 | $1.79M | 0.06% | +3,946 | New |
| Wright Investors Service Inc | 3,932 | $1.78M | 0.50% | −1,136−22.4% | Reduced |
| Greenwood Capital Associates LLC | 3,928 | $1.78M | 0.23% | −36−0.9% | Reduced |
| Ethic Inc. | 3,924 | $1.78M | 0.05% | +605+18.2% | Added |
| Bollard Group LLC | 3,921 | $1.78M | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,917 | $1.78M | 0.11% | −890−18.5% | Reduced |
| Epacria Capital Partners, LLC | 3,900 | $1.77M | 1.42% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,897 | $1.77M | 0.16% | +10.0% | Added |
| Meyer Handelman Co | 3,885 | $1.76M | 0.07% | +295+8.2% | Added |
| EPG Wealth Management LLC | 4,125 | $1.76M | 0.46% | +56+1.4% | Added |
| Buckley Wealth Management, LLC | 3,865 | $1.75M | 0.61% | −35−0.9% | Reduced |
| Segment Wealth Management, LLC | 3,861 | $1.75M | 0.15% | −233−5.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,848 | $1.74M | 0.15% | +2,230+137.8% | Added |
| Verdence Capital Advisors LLC | 3,843 | $1.74M | 0.17% | +1,125+41.4% | Added |
| TCM Advisors, LLC | – | $1.74M | 1.41% | – | – |
| IAM Advisory, LLC | 3,832 | $1.74M | 0.55% | +127+3.4% | Added |
| Golden State Equity Partners | 3,830 | $1.74M | 0.42% | −332−8.0% | Reduced |
| Duality Advisers, LP | 3,818 | $1.73M | 0.18% | −1,654−30.2% | Reduced |
| Highview Capital Management LLC | 3,807 | $1.73M | 0.92% | +31+0.8% | Added |
| Anchor Investment Management, LLC | 3,801 | $1.72M | 0.20% | −7−0.2% | Reduced |
| Main Street Financial Solutions, LLC | 3,799 | $1.72M | 0.22% | +9+0.2% | Added |
| First City Capital Management, Inc. | 3,794 | $1.72M | 1.00% | −131−3.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,793 | $1.72M | 0.19% | −65−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 3,787 | $1.72M | 0.15% | +139+3.8% | Added |
| Mesirow Financial Investment Management, Inc. | 3,778 | $1.71M | 0.06% | +3,778 | New |
| Weaver C. Barksdale & Associates, Inc. | 3,772 | $1.71M | 1.67% | −965−20.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,752 | $1.70M | 0.45% | +4+0.1% | Added |
| Central Bank & Trust Co | 3,742 | $1.70M | 0.26% | +437+13.2% | Added |
| Leonteq Securities AG | 3,741 | $1.70M | 0.22% | −3,182−46.0% | Reduced |
| Fundamentun, LLC | 3,728 | $1.69M | 0.20% | −166−4.3% | Reduced |
| LCM Capital Management Inc | 3,723 | $1.69M | 1.22% | +6+0.2% | Added |
| PBMares Wealth Management LLC | 3,713 | $1.68M | 0.51% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,697 | $1.68M | 0.37% | +11+0.3% | Added |
| Claro Advisors LLC | 3,690 | $1.67M | 0.36% | +89+2.5% | Added |