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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 2,477 | $1.12M | 0.01% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 2,474 | $1.12M | 0.36% | +115+4.9% | Added |
| GoalVest Advisory LLC | 2,472 | $1.12M | 0.49% | +323+15.0% | Added |
| Astoria Portfolio Advisors LLC. | 2,624 | $1.12M | 0.45% | +514+24.4% | Added |
| Demars Financial Group, LLC | 2,471 | $1.12M | 0.60% | −7,736−75.8% | Reduced |
| Waverton Investment Management Ltd | 2,470 | $1.12M | 0.03% | +2,470 | New |
| ORG Partners LLC | 2,452 | $1.11M | 0.19% | +404+19.7% | Added |
| Mendel Capital Management LLC | 2,433 | $1.10M | 0.79% | +13+0.5% | Added |
| Nilsine Partners, LLC | 2,423 | $1.10M | 0.17% | −298−11.0% | Reduced |
| Corton Capital Inc. | 2,420 | $1.10M | 0.35% | +691+40.0% | Added |
| RDA Financial Network | 2,407 | $1.09M | 0.41% | +78+3.3% | Added |
| Hoey Investments, Inc | 2,403 | $1.09M | 0.31% | −145−5.7% | Reduced |
| Axq Capital, LP | 2,400 | $1.09M | 0.29% | 00.0% | Unchanged |
| Syon Capital LLC | 2,394 | $1.08M | 0.11% | +598+33.3% | Added |
| BigSur Wealth Management LLC | 2,390 | $1.08M | 0.52% | −120−4.8% | Reduced |
| Marks Group Wealth Management, Inc | 2,383 | $1.08M | 0.12% | −235−9.0% | Reduced |
| Global Trust Asset Management, LLC | 2,380 | $1.08M | 0.47% | +113+5.0% | Added |
| Cigna Investments Inc | 2,377 | $1.08M | 0.22% | −42−1.7% | Reduced |
| Walker Asset Management, LLC | 2,374 | $1.08M | 0.78% | +513+27.6% | Added |
| Sompo Asset Management Co., Ltd. | 2,370 | $1.07M | 0.19% | +370+18.5% | Added |
| TCTC Holdings, LLC | 2,365 | $1.07M | 0.04% | +45+1.9% | Added |
| Ancora Advisors, LLC | 2,363 | $1.07M | 0.03% | −108−4.4% | Reduced |
| Verity Asset Management, Inc. | 2,345 | $1.06M | 0.68% | +292+14.2% | Added |
| Charter Trust Co | 2,343 | $1.06M | 0.08% | −75−3.1% | Reduced |
| Traphagen Investment Advisors LLC | 2,341 | $1.06M | 0.12% | +102+4.6% | Added |
| Forza Wealth Management, LLC | 2,341 | $1.06M | 0.59% | −1,197−33.8% | Reduced |
| Covenant Partners, LLC | 2,337 | $1.06M | 0.33% | −21−0.9% | Reduced |
| Eads & Heald Wealth Management | 2,337 | $1.06M | 0.51% | −53−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 2,323 | $1.05M | 0.24% | +650+38.9% | Added |
| Fiera Capital Corp | 2,320 | $1.05M | 0.00% | +1,138+96.3% | Added |
| Dearborn Partners LLC | 2,318 | $1.05M | 0.04% | −700−23.2% | Reduced |
| Loudon Investment Management, LLC | 2,309 | $1.05M | 0.65% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,301 | $1.04M | 0.03% | −19−0.8% | Reduced |
| MBM Wealth Consultants, LLC | 2,417 | $1.03M | 0.39% | +248+11.4% | Added |
| Tandem Capital Management Corp | 2,275 | $1.03M | 0.64% | −267−10.5% | Reduced |
| South State Corp. | 2,275 | $1.03M | 0.09% | −30−1.3% | Reduced |
| Patten & Patten Inc | 2,272 | $1.03M | 0.08% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,297 | $1.03M | 0.18% | +1,209+111.1% | Added |
| Dana Investment Advisors, Inc. | 2,262 | $1.03M | 0.05% | +144+6.8% | Added |
| Wellington Shields & Co., LLC | 2,260 | $1.02M | 0.38% | −50−2.2% | Reduced |
| My Legacy Advisors, LLC | 2,257 | $1.02M | 0.37% | −49−2.1% | Reduced |
| Catalyst Capital Advisors LLC | 2,253 | $1.02M | 0.03% | −82−3.5% | Reduced |
| True Wealth Design, LLC | 2,250 | $1.02M | 0.29% | +1,750+350.0% | Added |
| AXA S.A. | 2,248 | $1.02M | 0.00% | +282+14.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,245 | $1.02M | 0.38% | +1,026+84.2% | Added |
| CRA Financial Services, LLC | 2,242 | $1.02M | 0.25% | +5+0.2% | Added |
| Graypoint LLC | 2,240 | $1.02M | 0.08% | +262+13.2% | Added |
| Birchbrook, Inc. | 2,239 | $1.01M | 0.67% | +2,239 | New |
| Strategic Blueprint, LLC | 2,236 | $1.01M | 0.08% | −354−13.7% | Reduced |
| McDonald Partners LLC | 2,234 | $1.01M | 0.30% | +208+10.3% | Added |
| Acima Private Wealth, LLC | 2,231 | $1.01M | 0.39% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,224 | $1.01M | 0.56% | −55−2.4% | Reduced |
| Rogco, LP | 2,221 | $1.01M | 0.44% | −8−0.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,220 | $1.01M | 0.42% | +5+0.2% | Added |
| BCJ Capital Management, LLC | 2,219 | $1.01M | 0.09% | −504−18.5% | Reduced |
| Kathmere Capital Management, LLC | 2,209 | $1.00M | 0.13% | +473+27.2% | Added |
| Washington Capital Management Inc | 2,200 | $997.1K | 0.85% | −290−11.6% | Reduced |
| Helen Stephens Group, LLC | 2,190 | $992.5K | 0.44% | +410+23.0% | Added |
| PFG Investments, LLC | 2,189 | $992.1K | 0.18% | +109+5.2% | Added |
| Nikulski Financial, Inc. | 2,181 | $988.5K | 0.36% | −50−2.2% | Reduced |
| Vicus Capital | 2,176 | $986.2K | 0.10% | −380−14.9% | Reduced |
| Keystone Financial Planning, Inc. | 2,175 | $985.8K | 0.33% | +85+4.1% | Added |
| Retirement Guys Formula LLC | 2,174 | $985.1K | 0.53% | +156+7.7% | Added |
| IMS Capital Management | 2,173 | $984.8K | 0.48% | −6−0.3% | Reduced |
| AlphaStar Capital Management, LLC | 2,171 | $983.9K | 0.09% | −1,416−39.5% | Reduced |
| Hartline Investment Corp | 2,156 | $977.2K | 0.16% | +1,478+218.0% | Added |
| RKL Wealth Management LLC | 2,155 | $976.9K | 0.11% | +3+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,161 | $976.5K | 0.00% | +1,057+95.7% | Added |
| Greenup Street Wealth Management LLC | 2,148 | $973.8K | 0.27% | +2,148 | New |
| Independence Bank of Kentucky | 2,147 | $973.1K | 0.34% | +431+25.1% | Added |
| Monograph Wealth Advisors, LLC | 2,147 | $973.1K | 0.17% | +17+0.8% | Added |
| McMahon Financial Advisors, LLC | 2,146 | $972.8K | 0.27% | +945+78.7% | Added |
| Allen Capital Group, LLC | 2,144 | $971.5K | 0.16% | −164−7.1% | Reduced |
| Avidian Wealth Solutions, LLC | 2,135 | $967.5K | 0.06% | −192−8.3% | Reduced |
| Schrum Private Wealth Management LLC | 2,132 | $966.3K | 1.37% | −1,376−39.2% | Reduced |
| Wagner Wealth Management, LLC | 2,130 | $965.6K | 0.32% | −118−5.2% | Reduced |
| Morningstar Investment Management LLC | 2,130 | $965.0K | 0.11% | +18+0.9% | Added |
| Chemung Canal Trust Co | 2,126 | $963.6K | 0.20% | +10+0.5% | Added |
| Wescott Financial Advisory Group, LLC | 2,121 | $961.3K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,120 | $960.8K | 0.08% | +168+8.6% | Added |
| Strait & Sound Wealth Management LLC | 2,100 | $958.6K | 0.60% | +10+0.5% | Added |
| Precedent Wealth Partners, LLC | 2,109 | $956.1K | 0.49% | +2,109 | New |
| Chelsea Counsel Co | 2,107 | $955.0K | 0.51% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,078 | $951.4K | 0.20% | −351−14.5% | Reduced |
| Verus Capital Partners, LLC | 2,098 | $951.0K | 0.12% | +106+5.3% | Added |
| Cornerstone Advisory, LLC | 2,093 | $948.6K | 0.15% | +128+6.5% | Added |
| Mountain Capital Investment Advisors, Inc | 2,067 | $948.0K | 0.32% | −86−4.0% | Reduced |
| Crawford Investment Counsel Inc | 2,088 | $946.4K | 0.02% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 2,086 | $945.5K | 0.80% | +67+3.3% | Added |
| Williams Financial, LLC | 2,084 | $944.6K | 0.69% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,091 | $944.0K | 0.05% | −446−17.6% | Reduced |
| Gables Capital Management Inc. | 2,081 | $943.2K | 0.59% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,068 | $937.4K | 0.10% | +161+8.4% | Added |
| Financial Advisors Network, Inc. | 2,067 | $936.7K | 0.19% | +360+21.1% | Added |
| Wynn Capital, LLC | 2,054 | $931.0K | 0.76% | +2,054 | New |
| Quotient Wealth Partners, LLC | 2,053 | $930.3K | 0.04% | +2,053 | New |
| Monument Capital Management | 2,045 | $927.0K | 0.30% | −60−2.9% | Reduced |
| Lake Street Financial LLC | 2,041 | $925.0K | 0.15% | −760−27.1% | Reduced |
| Pictet & Cie (Europe) SA | 2,039 | $924.2K | 0.03% | +939+85.4% | Added |
| Union Savings Bank | 2,037 | $923.2K | 0.52% | −195−8.7% | Reduced |