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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 3,681 | $1.67M | 0.15% | −978−21.0% | Reduced |
| Matrix Trust Co | 3,681 | $1.67M | 0.39% | +1,300+54.6% | Added |
| Compagnie Lombard Odier SCmA | 3,675 | $1.67M | 0.03% | +300+8.9% | Added |
| Centiva Capital, LP | 3,673 | $1.66M | 0.10% | −134−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 3,660 | $1.66M | 0.19% | −145−3.8% | Reduced |
| Brighton Jones LLC | 3,655 | $1.66M | 0.07% | +75+2.1% | Added |
| Guardian Wealth Management, Inc. | 3,654 | $1.66M | 1.40% | −3−0.1% | Reduced |
| Churchill Management Corp | 3,646 | $1.65M | 0.03% | +3,646 | New |
| Asset Dedication, LLC | 3,632 | $1.65M | 0.13% | +115+3.3% | Added |
| Summit Trail Advisors, LLC | 3,630 | $1.65M | 0.05% | −112−3.0% | Reduced |
| Mission Wealth Management, LP | 3,609 | $1.64M | 0.05% | +134+3.9% | Added |
| Westhampton Capital, LLC | 3,598 | $1.63M | 0.97% | −40−1.1% | Reduced |
| Prosperitas Financial LLC | 3,592 | $1.63M | 1.20% | +356+11.0% | Added |
| Wolff Wiese Magana LLC | 3,590 | $1.63M | 1.55% | −199−5.3% | Reduced |
| Scott & Selber, Inc. | 3,584 | $1.62M | 0.61% | −40−1.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,573 | $1.62M | 0.53% | −76−2.1% | Reduced |
| Counterweight Ventures, LLC | 3,568 | $1.62M | 1.47% | +3,568 | New |
| Legal Advantage Investments, Inc. | 3,526 | $1.60M | 0.96% | −120−3.3% | Reduced |
| Pure Financial Advisors, Inc. | 3,524 | $1.60M | 0.06% | +17+0.5% | Added |
| Oakworth Capital, Inc. | 3,515 | $1.59M | 0.13% | +635+22.0% | Added |
| Holderness Investments Co | 3,501 | $1.59M | 0.44% | +590+20.3% | Added |
| Clark Capital Management Group, Inc. | 3,490 | $1.58M | 0.01% | +163+4.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,483 | $1.58M | 0.09% | +112+3.3% | Added |
| Valmark Advisers, Inc. | 3,477 | $1.58M | 0.03% | +70+2.1% | Added |
| Aull & Monroe Investment Management Corp | 3,474 | $1.57M | 0.78% | −28−0.8% | Reduced |
| Platform Technology Partners | 3,676 | $1.57M | 0.61% | +416+12.8% | Added |
| Gray Wealth Management Inc. | 3,467 | $1.57M | 0.77% | −462−11.8% | Reduced |
| W Advisors, LLC | 3,461 | $1.57M | 1.16% | +12+0.3% | Added |
| Convergence Investment Partners, LLC | 3,459 | $1.57M | 0.82% | −149−4.1% | Reduced |
| Aviso Wealth Management | 3,457 | $1.57M | 1.14% | +3,457 | New |
| Altfest L J & Co Inc | 3,454 | $1.57M | 0.23% | −299−8.0% | Reduced |
| Probity Advisors, Inc. | 3,453 | $1.57M | 0.34% | +442+14.7% | Added |
| Two Sigma Securities, LLC | 3,451 | $1.56M | 0.07% | −6,023−63.6% | Reduced |
| Ballentine Partners, LLC | 3,450 | $1.56M | 0.03% | +910+35.8% | Added |
| Herold Advisors, Inc. | 3,448 | $1.56M | 0.43% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,446 | $1.56M | 0.26% | +3,446 | New |
| Richwood Investment Advisors, LLC | 3,444 | $1.56M | 1.47% | +97+2.9% | Added |
| William Allan, LLC | 3,431 | $1.55M | 1.12% | +6+0.2% | Added |
| Taylor Financial Group, Inc. | 3,420 | $1.55M | 1.28% | +3,420 | New |
| First Financial Bank - Trust Division | 3,410 | $1.55M | 0.16% | −81−2.3% | Reduced |
| NorthRock Partners, LLC | 3,394 | $1.54M | 0.06% | +1,549+84.0% | Added |
| Evernest Financial Advisors, LLC | 3,389 | $1.54M | 0.78% | +3,389 | New |
| FCG Investment Co | 3,381 | $1.53M | 1.50% | +3,381 | New |
| HST Ventures, LLC | 3,379 | $1.53M | 0.54% | +3,379 | New |
| Entropy Technologies, LP | 3,371 | $1.53M | 0.28% | +3,371 | New |
| Federation des caisses Desjardins du Quebec | 3,366 | $1.53M | 0.01% | +353+11.7% | Added |
| Brandywine Oak Private Wealth LLC | 3,359 | $1.52M | 0.17% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,355 | $1.52M | 0.21% | −22−0.7% | Reduced |
| Pflug Koory, LLC | 3,353 | $1.52M | 0.81% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,350 | $1.52M | 0.76% | +50+1.5% | Added |
| Quest Partners LLC | 3,347 | $1.52M | 0.32% | +3,347 | New |
| Red Cedar Investment Management, LLC | 3,341 | $1.51M | 0.22% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,337 | $1.51M | 0.57% | +256+8.3% | Added |
| Great Diamond Partners, LLC | 3,336 | $1.51M | 0.37% | −85−2.5% | Reduced |
| Islay Capital Management, LLC | 3,332 | $1.51M | 1.19% | +476+16.7% | Added |
| New Hampshire Trust | 3,325 | $1.51M | 0.36% | −28−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 3,323 | $1.51M | 0.11% | +366+12.4% | Added |
| Financial Advocates Investment Management | 3,322 | $1.51M | 0.10% | +162+5.1% | Added |
| Guerra Pan Advisors, LLC | 3,319 | $1.50M | 1.44% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,316 | $1.50M | 0.71% | +66+2.0% | Added |
| Verition Fund Management LLC | 3,312 | $1.50M | 0.02% | −20,184−85.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,312 | $1.50M | 0.27% | +28+0.9% | Added |
| D.B. Root & Company, LLC | 3,308 | $1.50M | 0.54% | −49−1.5% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $1.50M | 0.40% | −100−2.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,296 | $1.49M | 0.60% | −565−14.6% | Reduced |
| Rice Partnership, LLC | 3,291 | $1.49M | 0.39% | +4+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,456 | $1.49M | 0.62% | +15+0.4% | Added |
| Optimist Retirement Group LLC | 3,291 | $1.49M | 0.97% | +3,291 | New |
| Premier Path Wealth Partners, LLC | 3,286 | $1.49M | 0.33% | +3,286 | New |
| PYA Waltman Capital, LLC | 3,262 | $1.48M | 0.62% | +220+7.2% | Added |
| Fortune Financial Advisors, LLC | 3,255 | $1.48M | 1.03% | −28−0.9% | Reduced |
| Cunning Capital Partners, LP | 3,255 | $1.48M | 0.92% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,253 | $1.47M | 0.84% | +7+0.2% | Added |
| Beaton Management Co. Inc. | 3,249 | $1.47M | 0.88% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,250 | $1.47M | 0.19% | −105−3.1% | Reduced |
| Independent Financial Group, LLC | 3,247 | $1.47M | 0.08% | −215−6.2% | Reduced |
| LGT Fund Management Co Ltd. | 3,260 | $1.47M | 0.63% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,414 | $1.47M | 0.29% | +78+2.3% | Added |
| Resource Consulting Group Inc | 3,231 | $1.46M | 0.25% | +75+2.4% | Added |
| Harvest Investment Advisors, LLC | 3,217 | $1.46M | 1.17% | −12−0.4% | Reduced |
| First Foundation Advisors | 3,214 | $1.46M | 0.07% | −815−20.2% | Reduced |
| First Financial Corp | 3,207 | $1.45M | 0.74% | +19+0.6% | Added |
| Curi Capital | 3,204 | $1.45M | 0.20% | +18+0.6% | Added |
| OV Management LLC | 3,200 | $1.45M | 1.20% | +3,200 | New |
| Wellington Shields Capital Management, LLC | 3,195 | $1.45M | 0.18% | −588−15.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,190 | $1.45M | 0.07% | −1,362−29.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,187 | $1.44M | 0.03% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 3,171 | $1.44M | 0.37% | +1,204+61.2% | Added |
| Whittier Trust Co of Nevada Inc | 3,177 | $1.44M | 0.05% | +78+2.5% | Added |
| WSFS Capital Management, LLC | 3,171 | $1.44M | 0.09% | +847+36.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,346 | $1.44M | 0.01% | +902+36.9% | Added |
| Leisure Capital Management | 3,165 | $1.43M | 0.78% | −492−13.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,163 | $1.43M | 0.40% | −16−0.5% | Reduced |
| First Citizens Bank & Trust Co | 3,158 | $1.43M | 0.03% | −19−0.6% | Reduced |
| Venturi Wealth Management, LLC | 3,151 | $1.43M | 0.10% | −27−0.8% | Reduced |
| Stevens Capital Management LP | 3,151 | $1.43M | 0.36% | −22,178−87.6% | Reduced |
| Profund Advisors LLC | 3,141 | $1.42M | 0.06% | +554+21.4% | Added |
| Jefferies Financial Group Inc. | 3,133 | $1.42M | 0.02% | −15,594−83.3% | Reduced |
| Morse Asset Management, Inc | 3,130 | $1.42M | 0.42% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,130 | $1.42M | 0.13% | +886+39.5% | Added |