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
- 2,448
- +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 | 2,796 | $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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 19,038 | $8.63M | 0.03% | −6,053−24.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 18,999 | $8.61M | 2.35% | −491−2.5% | Reduced |
| FORA Capital, LLC | 18,956 | $8.59M | 0.74% | −4,414−18.9% | Reduced |
| King Wealth | 18,916 | $8.57M | 1.66% | +72+0.4% | Added |
| Mattern Capital Management, LLC | 18,746 | $8.50M | 1.24% | +400+2.2% | Added |
| Woodmont Investment Counsel LLC | 18,706 | $8.48M | 0.79% | +336+1.8% | Added |
| Ziegler Capital Management, LLC | 18,673 | $8.46M | 0.38% | +232+1.3% | Added |
| Park Avenue Securities LLC | 18,210 | $8.25M | 0.11% | −130−0.7% | Reduced |
| Lazard Asset Management LLC | 18,115 | $8.21M | 0.01% | −467−2.5% | Reduced |
| Financial Partners Group, LLC | 17,996 | $8.16M | 3.69% | −56−0.3% | Reduced |
| Oak Harvest Investment Services | 17,882 | $8.10M | 1.62% | +705+4.1% | Added |
| Vestcor Inc | 17,863 | $8.10M | 0.27% | +1,851+11.6% | Added |
| Kovitz Investment Group Partners, LLC | 17,793 | $8.06M | 0.13% | −714−3.9% | Reduced |
| Appleton Partners Inc | 17,789 | $8.06M | 0.65% | −41−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 17,736 | $8.04M | 0.21% | +579+3.4% | Added |
| HBK Sorce Advisory LLC | 17,716 | $8.03M | 0.31% | +142+0.8% | Added |
| B&D White Capital Company, LLC | 17,715 | $8.03M | 2.50% | −76,450−81.2% | Reduced |
| Keating Investment Counselors Inc | 17,673 | $8.01M | 2.86% | −49−0.3% | Reduced |
| Kentucky Retirement Systems | 17,667 | $8.01M | 0.25% | −373−2.1% | Reduced |
| Lafayette Investments, Inc. | 17,599 | $7.98M | 1.98% | +538+3.2% | Added |
| Alps Advisors Inc | 17,555 | $7.96M | 0.06% | −143−0.8% | Reduced |
| Brinker Capital Investments, LLC | 17,297 | $7.93M | 0.09% | −184−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 17,297 | $7.93M | 0.09% | −184−1.1% | Reduced |
| Cornerstone Advisors, LLC | 17,500 | $7.93M | 0.35% | −5,500−23.9% | Reduced |
| Oak Associates, Ltd | 17,401 | $7.89M | 0.60% | −46−0.3% | Reduced |
| Maryland State Retirement & Pension System | 17,247 | $7.82M | 0.16% | −171−1.0% | Reduced |
| New England Asset Management Inc | 17,240 | $7.81M | 1.26% | −1,672−8.8% | Reduced |
| Allied Investment Advisors, LLC | 17,181 | $7.79M | 2.12% | +325+1.9% | Added |
| Destination Wealth Management | 17,081 | $7.74M | 0.27% | +39+0.2% | Added |
| Grimes & Company, Inc. | 17,003 | $7.71M | 0.26% | +638+3.9% | Added |
| Wesleyan Assurance Society | 17,000 | $7.71M | 0.76% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 16,894 | $7.66M | 0.23% | +1,515+9.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,755 | $7.59M | 0.90% | −541−3.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 16,747 | $7.59M | 2.57% | +42+0.3% | Added |
| Quantitative Investment Management, LLC | 16,743 | $7.59M | 0.44% | +16,743 | New |
| Jamison Private Wealth Management, Inc. | 16,644 | $7.54M | 1.41% | −304−1.8% | Reduced |
| Stockman Wealth Management, Inc. | 16,599 | $7.52M | 1.50% | +292+1.8% | Added |
| Chiron Investment Management, LLC | 16,530 | $7.49M | 2.86% | +16,530 | New |
| Hi-Line Capital Management, LLC | 16,451 | $7.46M | 2.89% | −1,593−8.8% | Reduced |
| Prospera Financial Services Inc | 16,420 | $7.44M | 0.25% | −240−1.4% | Reduced |
| Warther Private Wealth, LLC | 16,369 | $7.42M | 4.15% | +7,575+86.1% | Added |
| Horrell Capital Management, Inc. | 16,354 | $7.41M | 2.23% | +53+0.3% | Added |
| Northern Oak Wealth Management Inc | 16,324 | $7.40M | 0.88% | −1,166−6.7% | Reduced |
| Lynch & Associates | 16,319 | $7.40M | 1.80% | −255−1.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 16,318 | $7.40M | 3.44% | −13−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 16,246 | $7.38M | 0.12% | +130+0.8% | Added |
| Northwest Bancshares, Inc. | 16,275 | $7.38M | 1.34% | +332+2.1% | Added |
| Bartlett & Co. LLC | 16,246 | $7.33M | 0.12% | +130+0.8% | Added |
| Summit Global Investments | 15,973 | $7.24M | 0.47% | +2,167+15.7% | Added |
| Oak Grove Capital LLC | 15,952 | $7.23M | 2.31% | +3,885+32.2% | Added |
| Asset Planning Services Inc | 15,910 | $7.21M | 4.39% | −215−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 15,891 | $7.20M | 0.29% | +609+4.0% | Added |
| National Asset Management, Inc. | 15,860 | $7.19M | 0.19% | −1,453−8.4% | Reduced |
| Dividend Assets Capital, LLC | 15,847 | $7.18M | 1.41% | +142+0.9% | Added |
| Founders Capital Management, LLC | 15,836 | $7.18M | 1.47% | −259−1.6% | Reduced |
| Venture Visionary Partners LLC | 15,834 | $7.18M | 0.38% | +734+4.9% | Added |
| Silverleafe Capital Partners, LLC | 15,834 | $7.18M | 3.39% | −328−2.0% | Reduced |
| Birmingham Capital Management Co Inc | 15,819 | $7.17M | 2.84% | −500−3.1% | Reduced |
| Schulhoff & Co Inc | 15,728 | $7.13M | 3.40% | −27−0.2% | Reduced |
| Lincoln National Corp | 15,689 | $7.11M | 0.12% | +405+2.6% | Added |
| MainStreet Investment Advisors LLC | 15,624 | $7.08M | 0.80% | −655−4.0% | Reduced |
| Fayez Sarofim & Co | 16,452 | $7.02M | 0.02% | −810−4.7% | Reduced |
| Security National Bank | 15,407 | $6.98M | 1.58% | −18−0.1% | Reduced |
| TownSquare Capital, LLC | 15,351 | $6.96M | 0.12% | −328−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 15,281 | $6.93M | 0.05% | −85−0.6% | Reduced |
| Campion Asset Management LLC | 15,203 | $6.89M | 5.83% | 00.0% | Unchanged |
| Scotia Capital Inc. | 15,101 | $6.84M | 0.04% | +346+2.3% | Added |
| Terry L. Blaker | 15,005 | $6.80M | 0.56% | +1,789+13.5% | Added |
| Werlinich Asset Management, LLC | 15,080 | $6.77M | 5.12% | −471−3.0% | Reduced |
| Trust Co of Kansas | 14,925 | $6.76M | 3.74% | −550−3.6% | Reduced |
| FFG Partners, LLC | 14,902 | $6.75M | 3.60% | +14,902 | New |
| Hartford Investment Management Co | 14,872 | $6.74M | 0.25% | −576−3.7% | Reduced |
| Close Asset Management Ltd | 14,826 | $6.72M | 0.28% | +56+0.4% | Added |
| Weatherly Asset Management L. P. | 14,825 | $6.72M | 0.72% | −739−4.7% | Reduced |
| Fishman Jay A Ltd | 14,759 | $6.69M | 0.77% | −20.0% | Reduced |
| Evexia Wealth LLC | 15,696 | $6.69M | 2.82% | +445+2.9% | Added |
| Quantinno Capital Management LP | 14,737 | $6.68M | 0.23% | +7,876+114.8% | Added |
| Wedbush Securities Inc | 14,723 | $6.67M | 0.30% | −381−2.5% | Reduced |
| Empower Advisory Group, LLC | 14,719 | $6.67M | 0.03% | +3,140+27.1% | Added |
| Berger Financial Group, Inc | 14,698 | $6.66M | 0.69% | −178−1.2% | Reduced |
| Azimuth Capital Investment Management LLC | 14,635 | $6.63M | 0.30% | −1,076−6.8% | Reduced |
| Perigon Wealth Management, LLC | 14,620 | $6.63M | 0.22% | +186+1.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 14,492 | $6.57M | 0.24% | +14,492 | New |
| NBC Securities, Inc. | 14,457 | $6.55M | 0.66% | −165−1.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,158 | $6.42M | 0.73% | +6,841+93.5% | Added |
| Ironwood Investment Counsel, LLC | 14,141 | $6.41M | 1.20% | −333−2.3% | Reduced |
| Lumbard & Kellner, LLC | 14,097 | $6.39M | 3.70% | −10.0% | Reduced |
| Kesler, Norman & Wride, LLC | 14,088 | $6.39M | 1.46% | −133−0.9% | Reduced |
| Colonial Trust Advisors | 14,060 | $6.37M | 0.68% | +294+2.1% | Added |
| Tudor Investment Corp Et Al | 13,989 | $6.34M | 0.09% | −68,437−83.0% | Reduced |
| Securian Asset Management, Inc | 13,984 | $6.34M | 0.18% | −2,100−13.1% | Reduced |
| Fiduciary Alliance LLC | 13,836 | $6.27M | 1.23% | +953+7.4% | Added |
| American Money Management, LLC | 13,748 | $6.23M | 1.40% | +124+0.9% | Added |
| Trust Co of Vermont | 13,696 | $6.21M | 0.41% | −705−4.9% | Reduced |
| HGK Asset Management Inc | 13,685 | $6.20M | 1.44% | +597+4.6% | Added |
| Canal Capital Management, LLC | 13,622 | $6.17M | 1.14% | +557+4.3% | Added |
| Courier Capital LLC | 13,620 | $6.17M | 0.47% | +1,510+12.5% | Added |
| Ariel Investments, LLC | 13,585 | $6.16M | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 13,582 | $6.16M | 0.22% | −1,055−7.2% | Reduced |
| Lyell Wealth Management, LP | 13,539 | $6.14M | 0.70% | −946−6.5% | Reduced |