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 |
|---|---|---|---|---|---|
| ING Groep NV | 30,229 | $13.7M | 0.11% | +2,091+7.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 30,149 | $13.7M | 0.05% | −16,070−34.8% | Reduced |
| Tamar Securities, LLC | 29,906 | $13.6M | 2.66% | +1,739+6.2% | Added |
| CIBC World Markets Inc. | 29,659 | $13.4M | 0.04% | −969−3.2% | Reduced |
| Goelzer Investment Management, Inc. | 29,655 | $13.4M | 0.86% | +418+1.4% | Added |
| Blair William & Co | 29,256 | $13.3M | 0.05% | −2,987−9.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 29,211 | $13.2M | 0.45% | +307+1.1% | Added |
| Mutual of America Capital Management LLC | 29,203 | $13.2M | 0.15% | −1,812−5.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 29,050 | $13.2M | 0.08% | −1,458−4.8% | Reduced |
| Anchor Capital Advisors LLC | 28,887 | $13.1M | 0.35% | −672−2.3% | Reduced |
| Vantage Investment Partners, LLC | 28,871 | $13.1M | 1.30% | +127+0.4% | Added |
| Sequoia Financial Advisors, LLC | 28,859 | $13.1M | 0.16% | +21,176+275.6% | Added |
| American National Bank | 28,846 | $13.1M | 2.05% | −562−1.9% | Reduced |
| Raymond James Trust N.A. | 28,688 | $13.0M | 0.34% | +233+0.8% | Added |
| Pathstone Holdings, LLC | 28,403 | $12.9M | 0.07% | +28,403 | New |
| Great Valley Advisor Group, Inc. | 28,172 | $12.8M | 0.45% | +1,305+4.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 28,012 | $12.7M | 3.49% | −262−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,828 | $12.6M | 0.05% | +1,638+6.3% | Added |
| Cubist Systematic Strategies, LLC | 27,531 | $12.5M | 0.15% | −80,162−74.4% | Reduced |
| Advisory Services Network, LLC | 27,327 | $12.4M | 0.30% | −2,199−7.4% | Reduced |
| Cullinan Associates Inc | 27,272 | $12.4M | 0.69% | −2,374−8.0% | Reduced |
| Oregon Public Employees Retirement Fund | 27,230 | $12.3M | 0.22% | −5,914−17.8% | Reduced |
| Bard Financial Services, Inc. | 27,054 | $12.3M | 1.37% | −90−0.3% | Reduced |
| Old National Bancorp | 26,850 | $12.2M | 0.32% | −1,450−5.1% | Reduced |
| Regions Financial Corp | 26,795 | $12.1M | 0.10% | −272−1.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 26,754 | $12.1M | 0.22% | +26,754 | New |
| First Fiduciary Investment Counsel, Inc. | 26,735 | $12.1M | 2.68% | +8,232+44.5% | Added |
| State of Alaska, Department of Revenue | 26,714 | $12.1M | 0.14% | −2,780−9.4% | Reduced |
| Tower Research Capital LLC (TRC) | 26,695 | $12.1M | 0.15% | +14,368+116.6% | Added |
| TD Waterhouse Canada Inc. | 24,620 | $12.0M | 0.11% | −1,333−5.1% | Reduced |
| Maple Capital Management, Inc. | 26,317 | $11.9M | 1.19% | +7,129+37.2% | Added |
| Keybank National Association | 26,291 | $11.9M | 0.05% | +6,245+31.2% | Added |
| Bogart Wealth, LLC | 26,059 | $11.8M | 0.67% | −407−1.5% | Reduced |
| Citadel Advisors LLC | 25,931 | $11.8M | 0.01% | −138,447−84.2% | Reduced |
| Grassi Investment Management | 25,867 | $11.7M | 1.23% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 25,853 | $11.7M | 0.23% | +261+1.0% | Added |
| CWA Asset Management Group, LLC | 25,823 | $11.7M | 0.80% | −7,318−22.1% | Reduced |
| Shelton Capital Management | 25,706 | $11.7M | 0.37% | +1,007+4.1% | Added |
| British Columbia Investment Management Corp | 25,703 | $11.6M | 0.10% | +4,980+24.0% | Added |
| Strategy Asset Managers LLC | 25,600 | $11.6M | 2.75% | +177+0.7% | Added |
| Engineers Gate Manager LP | 25,587 | $11.6M | 0.33% | −4,867−16.0% | Reduced |
| FineMark National Bank & Trust | 25,426 | $11.5M | 0.47% | −370−1.4% | Reduced |
| Nissay Asset Management Corp | 25,231 | $11.4M | 0.09% | +526+2.1% | Added |
| Equitable Holdings, Inc. | 25,005 | $11.3M | 0.14% | +1,339+5.7% | Added |
| Burney Co | 24,701 | $11.2M | 0.47% | −418−1.7% | Reduced |
| Heritage Investors Management Corp | 24,510 | $11.1M | 0.42% | −320−1.3% | Reduced |
| Old West Investment Management, LLC | 24,371 | $11.0M | 5.68% | +605+2.5% | Added |
| Massmutual Trust Co FSB | 24,364 | $11.0M | 0.37% | −432−1.7% | Reduced |
| Leavell Investment Management, Inc. | 24,342 | $11.0M | 0.70% | +99+0.4% | Added |
| TruWealth Advisors, LLC | 24,183 | $11.0M | 0.84% | +1,268+5.5% | Added |
| Linscomb & Williams, Inc. | 24,106 | $10.9M | 0.60% | −695−2.8% | Reduced |
| Apriem Advisors | 23,986 | $10.9M | 1.45% | −1,118−4.5% | Reduced |
| Greystone Financial Group, LLC | 23,227 | $10.5M | 2.44% | −355−1.5% | Reduced |
| Narwhal Capital Management | 23,106 | $10.5M | 1.14% | +4,064+21.3% | Added |
| United Asset Strategies, Inc. | 22,994 | $10.4M | 1.17% | +326+1.4% | Added |
| ProVise Management Group, LLC | 22,883 | $10.4M | 0.88% | +960+4.4% | Added |
| Independent Advisor Alliance | 22,864 | $10.4M | 0.37% | −1,255−5.2% | Reduced |
| BLB&B Advisors, LLC | 22,807 | $10.3M | 0.65% | +3,482+18.0% | Added |
| Van Hulzen Asset Management, LLC | 22,593 | $10.2M | 0.72% | −166−0.7% | Reduced |
| Eagle Global Advisors LLC | 22,309 | $10.1M | 0.61% | −644−2.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 22,246 | $10.1M | 0.78% | +22,246 | New |
| Johnson Investment Counsel Inc | 22,159 | $10.0M | 0.12% | +381+1.7% | Added |
| Westwood Holdings Group Inc. | 22,067 | $10.0M | 0.08% | +8,053+57.5% | Added |
| Wealthfront Advisers LLC | 21,909 | $9.93M | 0.04% | +2,195+11.1% | Added |
| Yousif Capital Management, LLC | 21,890 | $9.92M | 0.12% | −1,556−6.6% | Reduced |
| Wills Financial Group, Inc. | 21,886 | $9.92M | 5.01% | +336+1.6% | Added |
| SG Americas Securities, LLC | 21,846 | $9.90M | 0.11% | +13,890+174.6% | Added |
| Jeppson Wealth Management, LLC | 21,751 | $9.86M | 4.08% | −81−0.4% | Reduced |
| Pacer Advisors, Inc. | 21,742 | $9.85M | 0.03% | +7,000+47.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,491 | $9.74M | 0.13% | +403+1.9% | Added |
| Buckingham Strategic Wealth, LLC | 21,401 | $9.70M | 0.12% | −598−2.7% | Reduced |
| Core Alternative Capital | 21,359 | $9.68M | 1.66% | −4,000−15.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 21,322 | $9.66M | 0.94% | +1,017+5.0% | Added |
| Atria Investments LLC | 21,270 | $9.64M | 0.15% | −487−2.2% | Reduced |
| Davenport & Co LLC | 21,108 | $9.57M | 0.07% | −49−0.2% | Reduced |
| Amundi | 20,891 | $9.53M | 0.00% | −15−0.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 20,875 | $9.46M | 0.09% | −1,996−8.7% | Reduced |
| Loomis Sayles & Co L P | 20,783 | $9.42M | 0.01% | +11,062+113.8% | Added |
| Stephens Inc | 20,762 | $9.41M | 0.16% | +895+4.5% | Added |
| Private Capital Advisors, Inc. | 20,665 | $9.37M | 1.43% | −521−2.5% | Reduced |
| Tufton Capital Management | 20,561 | $9.32M | 1.95% | −603−2.8% | Reduced |
| Jackson Wealth Management, LLC | 20,538 | $9.31M | 1.23% | +476+2.4% | Added |
| Morgan Dempsey Capital Management LLC | 20,528 | $9.30M | 2.85% | −1,305−6.0% | Reduced |
| Schroder Investment Management Group | 20,481 | $9.28M | 0.01% | −2,349−10.3% | Reduced |
| Jones Financial Companies LLLP | 20,442 | $9.27M | 0.01% | +1,997+10.8% | Added |
| Biondo Investment Advisors, LLC | 20,350 | $9.22M | 1.57% | −93−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 20,277 | $9.19M | 0.15% | −651−3.1% | Reduced |
| Daiwa Securities Group Inc. | 20,157 | $9.14M | 0.06% | +1,047+5.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 20,027 | $9.08M | 5.40% | +210+1.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 20,025 | $9.08M | 0.81% | +203+1.0% | Added |
| Moors & Cabot, Inc. | 19,812 | $8.98M | 0.56% | +855+4.5% | Added |
| Miramar Capital, LLC | 19,806 | $8.98M | 2.34% | +38+0.2% | Added |
| Novare Capital Management LLC | 19,777 | $8.96M | 0.91% | +210+1.1% | Added |
| Central Trust Co | 19,648 | $8.91M | 0.24% | −522−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,495 | $8.84M | 0.08% | −1,131−5.5% | Reduced |
| South Dakota Investment Council | 19,268 | $8.73M | 0.19% | −600−3.0% | Reduced |
| Valley National Advisers Inc | 19,246 | $8.72M | 1.38% | −871−4.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,177 | $8.69M | 1.29% | −2,331−10.8% | Reduced |
| JustInvest LLC | 19,131 | $8.67M | 0.22% | +1,466+8.3% | Added |
| Ardevora Asset Management LLP | 19,129 | $8.67M | 0.77% | −14,928−43.8% | Reduced |