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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 54,937 | $24.9M | 0.20% | −3,828−6.5% | Reduced |
| Money Concepts Capital Corp | 54,651 | $24.8M | 2.30% | +47,724+689.0% | Added |
| Spectrum Financial Alliance Ltd LLC | 54,386 | $24.6M | 10.16% | −947−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 53,826 | $24.4M | 0.17% | −899−1.6% | Reduced |
| Standard Life Aberdeen plc | 53,474 | $24.2M | 0.05% | +113+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 53,038 | $24.0M | 0.91% | −7,453−12.3% | Reduced |
| AE Wealth Management LLC | 54,501 | $23.4M | 0.12% | +8,343+18.1% | Added |
| Cetera Investment Advisers | 51,014 | $23.1M | 0.19% | −383−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 50,233 | $22.8M | 1.73% | +5,629+12.6% | Added |
| Intech Investment Management LLC | 50,190 | $22.7M | 0.33% | +6,050+13.7% | Added |
| Fidelity National Financial, Inc. | 50,000 | $22.7M | 0.41% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 49,879 | $22.6M | 0.18% | +2,763+5.9% | Added |
| Russell Investments Group, Ltd. | 49,054 | $22.2M | 0.04% | +20,594+72.4% | Added |
| Northwestern Mutual Wealth Management Co | 48,742 | $22.1M | 0.02% | −2,937−5.7% | Reduced |
| Glenview Trust Co | 48,708 | $22.1M | 0.54% | +2,058+4.4% | Added |
| Xponance, Inc. | 48,667 | $22.1M | 0.26% | −2,359−4.6% | Reduced |
| Retirement Systems of Alabama | 48,663 | $22.1M | 0.09% | −2,014−4.0% | Reduced |
| SEI Investments Co | 48,552 | $22.0M | 0.04% | +6,290+14.9% | Added |
| Lido Advisors, LLC | 48,493 | $22.0M | 0.22% | +2,888+6.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,354 | $21.9M | 0.16% | +3,289+7.3% | Added |
| Stack Financial Management, Inc | 47,536 | $21.5M | 2.43% | −1,295−2.7% | Reduced |
| CIBC Asset Management Inc | 46,943 | $21.3M | 0.08% | −2,765−5.6% | Reduced |
| Mercer Global Advisors Inc | 46,776 | $21.2M | 0.06% | +3,961+9.3% | Added |
| Adams Diversified Equity Fund, Inc. | 46,311 | $21.0M | 0.83% | −12,900−21.8% | Reduced |
| Cetera Advisors LLC | 46,252 | $21.0M | 0.29% | +3,465+8.1% | Added |
| Texas Permanent School Fund | 45,590 | $20.7M | 0.18% | −721−1.6% | Reduced |
| Vident Advisory, LLC | 45,414 | $20.6M | 0.52% | +7,471+19.7% | Added |
| Penn Davis McFarland Inc | 45,130 | $20.5M | 3.48% | +1,172+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 44,946 | $20.4M | 0.28% | −8,862−16.5% | Reduced |
| HRT Financial LP | 44,796 | $20.3M | 0.15% | +36,928+469.3% | Added |
| Hyman Charles D | 43,616 | $19.8M | 1.18% | −969−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 43,483 | $19.7M | 0.02% | +497+1.2% | Added |
| Financial Counselors Inc | 43,459 | $19.7M | 0.35% | −151−0.3% | Reduced |
| Rafferty Asset Management, LLC | 42,051 | $19.1M | 0.08% | +6,415+18.0% | Added |
| Modera Wealth Management, LLC | 41,837 | $19.0M | 0.31% | −630−1.5% | Reduced |
| Adviser Investments LLC | 41,815 | $19.0M | 0.27% | +23,641+130.1% | Added |
| Trinity Street Asset Management LLP | 41,768 | $18.9M | 2.11% | +6,374+18.0% | Added |
| Alpha Cubed Investments, LLC | 41,449 | $18.8M | 1.05% | +2,194+5.6% | Added |
| Van Eck Associates Corp | 40,937 | $18.6M | 0.03% | −245−0.6% | Reduced |
| Gratus Capital LLC | 40,826 | $18.5M | 1.05% | −731−1.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 40,640 | $18.4M | 2.44% | +386+1.0% | Added |
| Archon Partners LLC | 40,500 | $18.4M | 2.53% | 00.0% | Unchanged |
| Haverford Trust Co | 40,405 | $18.3M | 0.20% | −14,933−27.0% | Reduced |
| D.A. Davidson & Co. | 40,250 | $18.2M | 0.18% | +1,180+3.0% | Added |
| Pinebridge Investments, L.P. | 40,189 | $18.2M | 0.17% | −77,832−65.9% | Reduced |
| MAI Capital Management | 39,930 | $18.1M | 0.24% | +491+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 39,897 | $18.1M | 0.27% | +11,933+42.7% | Added |
| Guggenheim Capital LLC | 39,801 | $18.0M | 0.14% | −2,260−5.4% | Reduced |
| Argent Trust Co | 39,074 | $17.7M | 0.88% | +1,325+3.5% | Added |
| Calamos Advisors LLC | 39,006 | $17.7M | 0.09% | −509−1.3% | Reduced |
| Aquatic Capital Management LLC | 38,920 | $17.6M | 0.45% | −22,760−36.9% | Reduced |
| Avantax Advisory Services, Inc. | 38,753 | $17.6M | 0.17% | +2,751+7.6% | Added |
| Czech National Bank | 38,679 | $17.5M | 0.25% | −495−1.3% | Reduced |
| Janus Henderson Group PLC | 38,652 | $17.5M | 0.01% | +7,246+23.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 38,491 | $17.4M | 0.35% | +15,374+66.5% | Added |
| Utah Retirement Systems | 38,446 | $17.4M | 0.22% | −534−1.4% | Reduced |
| Connectus Wealth, LLC | 38,196 | $17.3M | 0.35% | −592−1.5% | Reduced |
| Oppenheimer & Co Inc | 38,112 | $17.3M | 0.32% | −1,513−3.8% | Reduced |
| Trexquant Investment LP | 37,167 | $16.8M | 0.38% | −11,617−23.8% | Reduced |
| Cresset Asset Management, LLC | 36,842 | $16.7M | 0.10% | +3,318+9.9% | Added |
| Kestra Private Wealth Services, LLC | 36,765 | $16.7M | 0.43% | +438+1.2% | Added |
| Sonora Investment Management Group, LLC | 36,519 | $16.6M | 1.35% | +1,832+5.3% | Added |
| Macquarie Group Ltd | 36,147 | $16.4M | 0.02% | +9,290+34.6% | Added |
| Verity & Verity, LLC | 35,823 | $16.2M | 1.86% | −88−0.2% | Reduced |
| Brown Advisory Inc | 35,718 | $16.2M | 0.02% | −3,205−8.2% | Reduced |
| GW Henssler & Associates Ltd | 35,622 | $16.1M | 1.07% | +249+0.7% | Added |
| CIBC Private Wealth Group, LLC | 35,410 | $16.0M | 0.03% | −4,180−10.6% | Reduced |
| GWM Advisors LLC | 35,588 | $16.0M | 0.15% | +266+0.8% | Added |
| Alley Investment Management Company, LLC | 35,041 | $15.9M | 2.32% | +1,460+4.3% | Added |
| NewEdge Wealth, LLC | 34,336 | $15.6M | 0.40% | +2,408+7.5% | Added |
| Cypress Capital Group | 34,322 | $15.6M | 2.02% | −494−1.4% | Reduced |
| Stansberry Asset Management, LLC | 34,149 | $15.5M | 2.57% | −2,566−7.0% | Reduced |
| Canal Insurance CO | 34,100 | $15.5M | 4.28% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 33,798 | $15.3M | 0.08% | +2,278+7.2% | Added |
| Public Employees Retirement Association of Colorado | 33,489 | $15.2M | 0.07% | −1,071−3.1% | Reduced |
| NS Partners Ltd | 33,428 | $15.2M | 0.74% | +94+0.3% | Added |
| ProShare Advisors LLC | 33,121 | $15.0M | 0.05% | −3,241−8.9% | Reduced |
| FourThought Financial Partners, LLC | 32,985 | $15.0M | 1.87% | −1,595−4.6% | Reduced |
| Atria Wealth Solutions, Inc. | 32,916 | $14.9M | 0.19% | +20+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 32,826 | $14.9M | 0.24% | +1,033+3.2% | Added |
| Balyasny Asset Management LLC | 32,668 | $14.8M | 0.04% | +6,681+25.7% | Added |
| QRG Capital Management, Inc. | 32,625 | $14.8M | 0.22% | +979+3.1% | Added |
| Franklin Street Advisors Inc | 32,390 | $14.7M | 1.20% | −926−2.8% | Reduced |
| Washington Trust Co | 32,141 | $14.6M | 0.58% | +384+1.2% | Added |
| Oppenheimer Asset Management Inc. | 32,125 | $14.6M | 0.20% | +458+1.4% | Added |
| LVM Capital Management Ltd | 32,059 | $14.5M | 1.86% | +2,455+8.3% | Added |
| Aptus Capital Advisors, LLC | 31,913 | $14.5M | 0.43% | +27,893+693.9% | Added |
| Pictet Asset Management Holding SA | 31,873 | $14.4M | 0.02% | −619−1.9% | Reduced |
| Westchester Capital Management, Inc. | 31,825 | $14.4M | 3.88% | +90.0% | Added |
| Albion Financial Group | 31,799 | $14.4M | 1.19% | +283+0.9% | Added |
| New York Life Investment Management LLC | 31,429 | $14.2M | 0.15% | −5,715−15.4% | Reduced |
| Rheos Capital Works Inc. | 31,300 | $14.2M | 0.78% | +15,200+94.4% | Added |
| CIBC World Markets Corp | 31,292 | $14.2M | 0.08% | +16,121+106.3% | Added |
| Brookstone Capital Management | 31,279 | $14.2M | 0.28% | +691+2.3% | Added |
| Hikari Tsushin, Inc. | 31,029 | $14.1M | 1.29% | 00.0% | Unchanged |
| Rbo & Co LLC | 30,922 | $14.0M | 2.40% | −1,658−5.1% | Reduced |
| Gotham Asset Management, LLC | 30,707 | $13.9M | 0.26% | −851−2.7% | Reduced |
| Thrivent Financial for Lutherans | 30,638 | $13.9M | 0.03% | −6,721−18.0% | Reduced |
| Pinnacle Associates Ltd | 30,579 | $13.9M | 0.23% | +181+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 30,546 | $13.8M | 0.22% | −562−1.8% | Reduced |