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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 2,034 | $921.9K | 0.17% | −17−0.8% | Reduced |
| Duncker Streett & Co Inc | 2,013 | $912.4K | 0.19% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,013 | $912.4K | 0.23% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,011 | $912.0K | 0.17% | +25+1.3% | Added |
| Hudson Valley Investment Advisors Inc | 1,988 | $911.7K | 0.12% | −224−10.1% | Reduced |
| Opus Investment Management Inc | 2,000 | $906.5K | 0.52% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,998 | $905.8K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 1,988 | $901.0K | 0.08% | −66−3.2% | Reduced |
| First PREMIER Bank | 1,978 | $897.0K | 0.25% | 00.0% | Unchanged |
| WP Advisors, LLC | 1,979 | $896.9K | 0.33% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,975 | $895.3K | 0.17% | +74+3.9% | Added |
| Investment Partners, Ltd. | 1,974 | $894.7K | 0.44% | −239−10.8% | Reduced |
| DeDora Capital, Inc. | 1,973 | $894.3K | 0.31% | +71+3.7% | Added |
| IFG Advisory, LLC | 1,969 | $892.8K | 0.07% | +476+31.9% | Added |
| West Branch Capital LLC | 1,970 | $892.8K | 0.42% | +31+1.6% | Added |
| Harbour Capital Advisors, LLC | 1,943 | $892.1K | 0.24% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,961 | $888.9K | 0.09% | −303−13.4% | Reduced |
| StrategIQ Financial Group, LLC | 1,949 | $883.4K | 0.10% | +793+68.6% | Added |
| Burns J W & Co Inc | 1,948 | $882.8K | 0.13% | −32−1.6% | Reduced |
| Gradient Capital Advisors, LLC | 1,947 | $882.6K | 0.34% | +26+1.4% | Added |
| Authentikos Wealth Advisory, LLC | 1,942 | $880.2K | 0.93% | −20−1.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,938 | $878.4K | 0.09% | 00.0% | Unchanged |
| TL Private Wealth | 1,935 | $877.0K | 0.45% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,933 | $876.1K | 0.47% | +2+0.1% | Added |
| AlTi Global, Inc. | 1,923 | $875.5K | 0.03% | +1,923 | New |
| SRN Advisors, LLC | 1,929 | $874.3K | 0.78% | +1,929 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $874.0K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,926 | $873.3K | 0.04% | +189+10.9% | Added |
| SWMG, LLC | 1,926 | $872.8K | 0.42% | +1+0.1% | Added |
| City State Bank | 1,924 | $872.0K | 0.44% | +38+2.0% | Added |
| Gilman Hill Asset Management, LLC | 1,921 | $870.7K | 0.16% | +114+6.3% | Added |
| Pioneer Trust Bank N A | 1,920 | $870.2K | 0.26% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,918 | $869.3K | 0.53% | +8+0.4% | Added |
| Capital Asset Advisory Services LLC | 1,916 | $868.5K | 0.05% | −124−6.1% | Reduced |
| MWA Asset Management | 1,916 | $868.4K | 0.72% | +118+6.6% | Added |
| Deseret Mutual Benefit Administrators | 1,911 | $866.1K | 0.50% | −589−23.6% | Reduced |
| KC Investment Advisors, LLC | 1,906 | $863.9K | 0.52% | +66+3.6% | Added |
| Fox Hill Wealth Management | 1,905 | $863.4K | 0.66% | +1,905 | New |
| Quadrant Capital Group LLC | 1,902 | $862.1K | 0.07% | +73+4.0% | Added |
| Chesley Taft & Associates LLC | 1,901 | $861.6K | 0.05% | −285−13.0% | Reduced |
| Birinyi Associates Inc | 1,900 | $861.0K | 0.31% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,900 | $861.0K | 0.35% | +1,300+216.7% | Added |
| Park Place Capital Corp | 1,892 | $857.5K | 0.34% | −49−2.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,889 | $856.2K | 0.14% | −69−3.5% | Reduced |
| Rockingstone Advisors LLC | 1,887 | $855.3K | 0.48% | −158−7.7% | Reduced |
| Capital Market Strategies LLC | 1,886 | $854.8K | 0.75% | +13+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,883 | $853.3K | 0.16% | −49−2.5% | Reduced |
| SOL Capital Management CO | 1,883 | $853.0K | 0.12% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,882 | $853.0K | 0.07% | −52−2.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,879 | $851.6K | 0.24% | +12+0.6% | Added |
| Trust Co | 1,876 | $850.3K | 0.11% | −200−9.6% | Reduced |
| West Paces Advisors Inc. | 1,872 | $848.4K | 0.24% | +6+0.3% | Added |
| Geneos Wealth Management Inc. | 1,871 | $847.8K | 0.04% | −3,279−63.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,870 | $847.6K | 0.03% | +143+8.3% | Added |
| STAR Financial Bank | 1,868 | $846.7K | 0.77% | −23−1.2% | Reduced |
| Parkside Financial Bank & Trust | 1,866 | $845.8K | 0.15% | +172+10.2% | Added |
| Patron Partners Advisors, LLC | 1,865 | $845.3K | 0.56% | +46+2.5% | Added |
| Mango Five Family, Inc. | 1,863 | $844.4K | 0.32% | +1,863 | New |
| Northeast Financial Consultants Inc | 1,858 | $842.1K | 0.05% | −1,689−47.6% | Reduced |
| Gallacher Capital Management LLC | 1,855 | $840.6K | 0.47% | +294+18.8% | Added |
| Westpac Banking Corp | 1,854 | $840.3K | 0.07% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,835 | $831.7K | 0.08% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,828 | $828.5K | 0.82% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,824 | $826.7K | 0.01% | +493+37.0% | Added |
| Tilia Fiduciary Partners, Inc. | 1,822 | $825.9K | 0.77% | +42+2.4% | Added |
| Fortis Capital Management LLC | 1,820 | $824.8K | 0.21% | +52+2.9% | Added |
| Creekmur Asset Management LLC | 1,818 | $823.9K | 0.26% | +1,818 | New |
| Accurate Wealth Management, LLC | 1,817 | $823.6K | 0.26% | −162−8.2% | Reduced |
| Carret Asset Management, LLC | 1,816 | $823.0K | 0.10% | +141+8.4% | Added |
| Northwest Financial Advisors | 1,812 | $821.4K | 0.70% | +1,812 | New |
| Ausdal Financial Partners, Inc. | 1,806 | $818.6K | 0.10% | +1+0.1% | Added |
| New England Research & Management, Inc. | 1,804 | $818.0K | 0.43% | +250+16.1% | Added |
| Skopos Labs, Inc. | 1,802 | $816.7K | 0.39% | +1,802 | New |
| Wulff, Hansen & Co. | 1,800 | $815.8K | 0.91% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,800 | $815.8K | 0.60% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,800 | $815.8K | 0.78% | +1,800 | New |
| XR Securities LLC | 1,798 | $814.9K | 0.26% | −509−22.1% | Reduced |
| MidWestOne Financial Group, Inc. | 1,798 | $814.9K | 0.15% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,798 | $814.7K | 0.12% | −4−0.2% | Reduced |
| AMG National Trust Bank | 1,796 | $814.0K | 0.03% | −14−0.8% | Reduced |
| Atomi Financial Group, Inc. | 1,791 | $811.7K | 0.11% | +1,184+195.1% | Added |
| CAPROCK Group, Inc. | 1,790 | $811.6K | 0.05% | +44+2.5% | Added |
| Summit Financial, LLC | 1,784 | $808.6K | 0.05% | −2,081−53.8% | Reduced |
| FinTrust Capital Advisors, LLC | 1,784 | $808.5K | 0.16% | +12+0.7% | Added |
| GeoWealth Management, LLC | 1,783 | $808.0K | 0.07% | +1,779+44,475.0% | Added |
| Flputnam Investment Management Co | 1,779 | $806.4K | 0.02% | +481+37.1% | Added |
| CIC Wealth, LLC | 1,776 | $805.2K | 0.26% | +187+11.8% | Added |
| Gibraltar Capital Management, Inc. | 1,768 | $801.3K | 0.34% | +1,768 | New |
| Stony Point Wealth Management Inc. | 1,764 | $799.5K | 0.37% | +10+0.6% | Added |
| Nvest Financial, LLC | 1,763 | $798.9K | 0.63% | +164+10.3% | Added |
| Scholtz & Company, LLC | 1,760 | $798.0K | 0.40% | +1,760 | New |
| Telos Capital Management, Inc. | 1,759 | $797.4K | 0.10% | −26−1.5% | Reduced |
| Silver Oak Securities, Inc | 1,755 | $795.6K | 0.11% | +965+122.2% | Added |
| Raab & Moskowitz Asset Management LLC | 1,755 | $795.4K | 0.25% | −44−2.4% | Reduced |
| Prio Wealth Limited Partnership | 1,745 | $790.9K | 0.03% | −12−0.7% | Reduced |
| Financial Planning & Information Services, Inc. | 1,745 | $790.9K | 0.12% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,743 | $789.8K | 0.15% | +46+2.7% | Added |
| Strategic Wealth Partners, Ltd. | 1,740 | $788.6K | 0.10% | −3,283−65.4% | Reduced |
| Hudock, Inc. | 1,738 | $788.0K | 0.17% | −103−5.6% | Reduced |
| Norris Financial Group, LLC | 1,737 | $787.3K | 0.48% | −15−0.9% | Reduced |