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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 13,433 | $6.09M | 0.23% | −205−1.5% | Reduced |
| Occudo Quantitative Strategies LP | 13,422 | $6.08M | 0.83% | +5,634+72.3% | Added |
| Louisiana State Employees Retirement System | 13,400 | $6.07M | 0.13% | −500−3.6% | Reduced |
| DFPG Investments, LLC | 13,108 | $6.02M | 0.47% | +1,934+17.3% | Added |
| United Capital Financial Advisers, LLC | 13,170 | $5.97M | 0.05% | −16,335−55.4% | Reduced |
| Canandaigua National Bank & Trust Co | 13,156 | $5.96M | 0.92% | −795−5.7% | Reduced |
| CX Institutional | 13,145 | $5.96M | 0.32% | −1,421−9.8% | Reduced |
| Dynamic Advisor Solutions LLC | 13,017 | $5.94M | 0.22% | +2,125+19.5% | Added |
| Mutual Advisors, LLC | 13,094 | $5.93M | 0.21% | +1,386+11.8% | Added |
| Clifford Swan Investment Counsel LLC | 13,054 | $5.92M | 0.23% | −18−0.1% | Reduced |
| Naples Global Advisors, LLC | 13,031 | $5.91M | 0.65% | −89−0.7% | Reduced |
| Stokes Capital Advisors, LLC | 12,952 | $5.87M | 1.86% | +823+6.8% | Added |
| Intellectus Partners, LLC | 12,929 | $5.86M | 1.69% | −1,140−8.1% | Reduced |
| Simmons Bank | 12,896 | $5.84M | 0.48% | +38+0.3% | Added |
| Buckhead Capital Management LLC | 12,872 | $5.83M | 2.16% | +555+4.5% | Added |
| Smithbridge Asset Management Inc | 12,856 | $5.83M | 1.33% | −30−0.2% | Reduced |
| Farmers Trust Co | 12,808 | $5.81M | 1.21% | −430−3.2% | Reduced |
| Martin Capital Partners, LLC | 12,618 | $5.72M | 2.33% | −149−1.2% | Reduced |
| GLOBALT Investments LLC | 12,542 | $5.68M | 0.24% | +12,542 | New |
| Fiduciary Trust Co | 12,524 | $5.68M | 0.09% | −119−0.9% | Reduced |
| Menlo Advisors LLC | 12,457 | $5.65M | 3.47% | +20+0.2% | Added |
| Foundations Investment Advisors, LLC | 13,033 | $5.60M | 0.15% | +3,795+41.1% | Added |
| Evergreen Capital Management LLC | 12,346 | $5.60M | 0.23% | −779−5.9% | Reduced |
| Empowered Funds, LLC | 12,328 | $5.59M | 0.14% | +5,979+94.2% | Added |
| Allworth Financial LP | 12,315 | $5.58M | 0.04% | −737−5.6% | Reduced |
| EagleClaw Capital Managment, LLC | 12,235 | $5.55M | 1.16% | +65+0.5% | Added |
| Northeast Investment Management | 12,224 | $5.54M | 0.30% | −462−3.6% | Reduced |
| Buck Wealth Strategies, LLC | 12,214 | $5.54M | 2.05% | −95−0.8% | Reduced |
| Sit Investment Associates Inc | 12,180 | $5.52M | 0.14% | −14,028−53.5% | Reduced |
| Synergy Financial Management, LLC | 12,061 | $5.47M | 0.98% | +874+7.8% | Added |
| Capital Investment Counsel, Inc | 12,055 | $5.46M | 0.96% | +70+0.6% | Added |
| First National Trust Co | 12,007 | $5.44M | 0.24% | −1,492−11.1% | Reduced |
| Penserra Capital Management LLC | 11,915 | $5.40M | 0.10% | −192,672−94.2% | Reduced |
| Credit Suisse AG | 11,902 | $5.39M | 0.01% | −87,024−88.0% | Reduced |
| Integrated Wealth Concepts LLC | 11,867 | $5.38M | 0.09% | −1,660−12.3% | Reduced |
| Ieq Capital, LLC | 11,841 | $5.37M | 0.09% | −587−4.7% | Reduced |
| Teza Capital Management LLC | 11,804 | $5.35M | 0.89% | +6,566+125.4% | Added |
| Focus Financial Network Inc | 11,725 | $5.31M | 0.20% | +11,725 | New |
| Umb Bank N A | 11,720 | $5.31M | 0.08% | −254−2.1% | Reduced |
| EP Wealth Advisors, LLC | 11,708 | $5.31M | 0.07% | −396−3.3% | Reduced |
| New Mexico Educational Retirement Board | 11,697 | $5.30M | 0.20% | 00.0% | Unchanged |
| Logan Capital Management Inc | 11,643 | $5.28M | 0.25% | −221−1.9% | Reduced |
| Builder Investment Group Inc | 11,616 | $5.26M | 1.89% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 11,550 | $5.23M | 3.33% | −103−0.9% | Reduced |
| Gradient Investments LLC | 11,516 | $5.22M | 0.13% | −3,517−23.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,505 | $5.21M | 0.44% | +881+8.3% | Added |
| Coldstream Capital Management Inc | 11,445 | $5.19M | 0.15% | +473+4.3% | Added |
| Concurrent Investment Advisors, LLC | 11,421 | $5.18M | 0.24% | +11,421 | New |
| Parsons Capital Management Inc | 11,292 | $5.12M | 0.37% | +84+0.7% | Added |
| Principal Street Partners, LLC | 11,279 | $5.11M | 1.23% | −95−0.8% | Reduced |
| Stablepoint Partners, LLC | 11,142 | $5.05M | 1.29% | +11,142 | New |
| Motco | 11,135 | $5.05M | 0.32% | −1,691−13.2% | Reduced |
| WealthPlan Investment Management, LLC | 11,116 | $5.04M | 0.81% | −109−1.0% | Reduced |
| Institutional & Family Asset Management, LLC | 11,111 | $5.04M | 0.83% | +27+0.2% | Added |
| Gold Investment Management Ltd. | 11,093 | $5.03M | 2.15% | +11,093 | New |
| Benedict Financial Advisors Inc | 11,051 | $5.01M | 1.36% | +25+0.2% | Added |
| Legacy Private Trust Co. | 11,051 | $5.01M | 0.40% | +1,816+19.7% | Added |
| GYL Financial Synergies, LLC | 11,037 | $5.00M | 0.41% | −455−4.0% | Reduced |
| Hantz Financial Services, Inc. | 11,027 | $5.00M | 0.11% | −817−6.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,920 | $4.95M | 0.22% | +1,737+18.9% | Added |
| Rossmore Private Capital | 10,896 | $4.94M | 0.70% | +567+5.5% | Added |
| HB Wealth Management, LLC | 10,890 | $4.94M | 0.07% | +370+3.5% | Added |
| Girard Partners Ltd. | 10,873 | $4.93M | 0.50% | −284−2.5% | Reduced |
| Bridges Investment Management Inc | 10,873 | $4.93M | 0.16% | −241−2.2% | Reduced |
| Level Four Advisory Services, LLC | 10,841 | $4.91M | 0.28% | −19−0.2% | Reduced |
| TD Private Client Wealth LLC | 10,825 | $4.91M | 0.18% | +414+4.0% | Added |
| Sterling Investment Advisors, Ltd. | 10,817 | $4.90M | 1.53% | +850+8.5% | Added |
| Soltis Investment Advisors LLC | 10,761 | $4.88M | 0.55% | −375−3.4% | Reduced |
| Boston Research & Management Inc | 10,751 | $4.87M | 1.29% | +295+2.8% | Added |
| Eagle Capital Management, LLC | 10,732 | $4.86M | 2.37% | −303−2.7% | Reduced |
| NBT Bank N A | 10,718 | $4.86M | 0.38% | +476+4.6% | Added |
| TCG Advisory Services, LLC | 10,623 | $4.81M | 0.33% | +3,322+45.5% | Added |
| Citizens Financial Group Inc | 10,619 | $4.81M | 0.17% | +328+3.2% | Added |
| Unison Asset Management LLC | 10,587 | $4.80M | 2.82% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 10,584 | $4.80M | 2.09% | +44+0.4% | Added |
| Commonwealth Retirement Investments LLC | 10,573 | $4.79M | 2.54% | +39+0.4% | Added |
| Aviance Capital Partners, LLC | 10,520 | $4.77M | 1.02% | −21−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 10,479 | $4.75M | 0.27% | +1,932+22.6% | Added |
| J.W. Cole Advisors, Inc. | 10,453 | $4.74M | 0.28% | +4,413+73.1% | Added |
| Meitav Dash Investments Ltd | 10,456 | $4.73M | 0.07% | +337+3.3% | Added |
| Spire Wealth Management | 10,273 | $4.70M | 0.16% | −324−3.1% | Reduced |
| Cypress Asset Management Inc | 10,344 | $4.69M | 1.41% | −37−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 10,283 | $4.66M | 0.08% | +1,580+18.2% | Added |
| Planning Capital Management Corp | 10,279 | $4.66M | 3.64% | +10,279 | New |
| Rothschild Investment LLC | 10,270 | $4.65M | 0.39% | +10,270 | New |
| Old Point Trust & Financial Services N A | 10,208 | $4.63M | 1.87% | −329−3.1% | Reduced |
| HM Payson & Co | 10,164 | $4.61M | 0.10% | −1,252−11.0% | Reduced |
| WealthPLAN Partners, LLC | 10,161 | $4.61M | 0.47% | −69−0.7% | Reduced |
| Foster & Motley Inc | 10,148 | $4.60M | 0.34% | +900+9.7% | Added |
| Butensky & Cohen Financial Security, Inc | 10,097 | $4.58M | 1.52% | +77+0.8% | Added |
| Broadleaf Partners, LLC | 10,050 | $4.56M | 1.34% | −5,891−37.0% | Reduced |
| XML Financial, LLC | 10,035 | $4.55M | 0.48% | +283+2.9% | Added |
| Stratos Wealth Partners, LTD. | 10,020 | $4.54M | 0.08% | +1,118+12.6% | Added |
| Founders Capital Management | 9,937 | $4.50M | 3.27% | −58−0.6% | Reduced |
| Davy Global Fund Management Ltd | 9,910 | $4.49M | 0.53% | +9,910 | New |
| Marietta Wealth Management, LLC | 9,909 | $4.49M | 0.80% | +294+3.1% | Added |
| D'Orazio & Associates, Inc. | 9,901 | $4.49M | 0.80% | +1,870+23.3% | Added |
| Intact Investment Management Inc. | 9,900 | $4.49M | 0.18% | 00.0% | Unchanged |
| Summitry LLC | 9,884 | $4.48M | 0.26% | +431+4.6% | Added |
| Griffin Asset Management, Inc. | 9,869 | $4.47M | 0.57% | −18−0.2% | Reduced |