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 |
|---|---|---|---|---|---|
| Cape Cod Five Cents Savings Bank | 9,862 | $4.47M | 0.45% | −9,408−48.8% | Reduced |
| Left Brain Wealth Management, LLC | 9,787 | $4.44M | 2.56% | −177−1.8% | Reduced |
| Ascent Group, LLC | 10,355 | $4.43M | 0.42% | +370+3.7% | Added |
| Petredis Investment Advisors LLC | 9,766 | $4.43M | 0.58% | −300−3.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,678 | $4.39M | 0.41% | +9,678 | New |
| Freestone Capital Holdings, LLC | 9,663 | $4.38M | 0.20% | +554+6.1% | Added |
| Apollon Wealth Management, LLC | 9,654 | $4.38M | 0.15% | +1,101+12.9% | Added |
| Capital Analysts, LLC | 9,621 | $4.36M | 0.22% | +621+6.9% | Added |
| Jackson Hole Capital Partners, LLC | 9,580 | $4.34M | 1.11% | +408+4.4% | Added |
| Journey Advisory Group, LLC | 9,565 | $4.34M | 0.59% | +283+3.0% | Added |
| Chilton Investment Co LLC | 9,559 | $4.33M | 0.13% | −551−5.5% | Reduced |
| Tiaa Trust, National Association | 9,477 | $4.30M | 0.01% | −354−3.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 9,435 | $4.28M | 0.88% | −35−0.4% | Reduced |
| SlateStone Wealth, LLC | 9,374 | $4.25M | 0.55% | +725+8.4% | Added |
| Sitrin Capital Management LLC | 9,356 | $4.24M | 2.47% | +9,356 | New |
| Toroso Investments, LLC | 9,334 | $4.23M | 0.10% | −216−2.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,329 | $4.23M | 0.17% | −1,352−12.7% | Reduced |
| Ocean Capital Management, LLC | 9,311 | $4.22M | 1.71% | +1,077+13.1% | Added |
| S.E.E.D. Planning Group LLC | 9,286 | $4.21M | 1.70% | +384+4.3% | Added |
| Americana Partners, LLC | 9,493 | $4.20M | 0.40% | +270+2.9% | Added |
| Trust Co of Toledo NA | 9,207 | $4.17M | 0.72% | +577+6.7% | Added |
| Reliant Investment Management, LLC | 9,199 | $4.17M | 2.12% | +246+2.7% | Added |
| McGuire Investment Group, LLC | 9,174 | $4.16M | 0.69% | −77−0.8% | Reduced |
| Kingfisher Capital LLC | 9,145 | $4.14M | 1.08% | −209−2.2% | Reduced |
| Pathway Financial Advisers, LLC | 9,141 | $4.14M | 1.58% | +43+0.5% | Added |
| Axxcess Wealth Management, LLC | 9,136 | $4.14M | 0.12% | +1,282+16.3% | Added |
| Putnam Investments LLC | 9,099 | $4.12M | 0.01% | −276−2.9% | Reduced |
| Townsend & Associates, Inc | 9,541 | $4.12M | 0.52% | +207+2.2% | Added |
| Hallmark Capital Management Inc | 9,080 | $4.12M | 0.32% | −238−2.6% | Reduced |
| Hamel Associates, Inc. | 9,076 | $4.11M | 1.45% | −815−8.2% | Reduced |
| Union Heritage Capital, LLC | 9,000 | $4.08M | 2.11% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,989 | $4.07M | 0.19% | −285−3.1% | Reduced |
| Busey Wealth Management | 8,957 | $4.06M | 0.16% | −400−4.3% | Reduced |
| Primoris Wealth Advisors, LLC | 8,915 | $4.03M | 3.80% | −132−1.5% | Reduced |
| Thomasville National Bank | 8,854 | $4.01M | 0.36% | +81+0.9% | Added |
| Tritonpoint Wealth, LLC | 8,835 | $4.00M | 0.39% | +8,835 | New |
| Shepherd Financial Partners LLC | 8,816 | $4.00M | 0.57% | +54+0.6% | Added |
| Mendel Money Management | 8,725 | $3.95M | 1.90% | +54+0.6% | Added |
| Fogel Capital Management, Inc. | 9,214 | $3.93M | 3.00% | +9,214 | New |
| James Investment Research Inc | 8,620 | $3.91M | 0.49% | +1,388+19.2% | Added |
| Bontempo Ohly Capital Mgmt LLC | 8,610 | $3.90M | 1.89% | +283+3.4% | Added |
| Barbara Oil Co. | 8,500 | $3.85M | 1.73% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 8,470 | $3.84M | 1.40% | −29−0.3% | Reduced |
| Gs Investments, Inc. | 8,411 | $3.81M | 1.99% | +10+0.1% | Added |
| Montag A & Associates Inc | 8,403 | $3.81M | 0.21% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 8,391 | $3.80M | 0.44% | +500+6.3% | Added |
| Wealthcare Advisory Partners LLC | 8,390 | $3.80M | 0.15% | −52−0.6% | Reduced |
| Wesbanco Bank Inc | 8,366 | $3.79M | 0.21% | −754−8.3% | Reduced |
| Stanley-Laman Group, Ltd. | 8,356 | $3.79M | 0.58% | −74−0.9% | Reduced |
| Second Half Financial Partners, LLC | 8,304 | $3.76M | 1.86% | −217−2.5% | Reduced |
| Red Door Wealth Management, LLC | 8,210 | $3.72M | 0.81% | +574+7.5% | Added |
| Family Legacy, Inc. | 8,181 | $3.71M | 1.42% | +99+1.2% | Added |
| Empirical Finance, LLC | 8,160 | $3.70M | 0.26% | −30.0% | Reduced |
| Kensington Investment Counsel, LLC | 8,149 | $3.69M | 1.94% | +1,292+18.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,140 | $3.69M | 2.48% | −145−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,067 | $3.66M | 0.68% | +163+2.1% | Added |
| Buckingham Strategic Partners | 8,055 | $3.65M | 0.18% | −100−1.2% | Reduced |
| FWL Investment Management, LLC | 8,001 | $3.63M | 2.11% | +8,001 | New |
| Hudson Bay Capital Management LP | 8,000 | $3.63M | 0.03% | −11,000−57.9% | Reduced |
| Principal Securities, Inc. | 7,997 | $3.62M | 0.14% | +7,997 | New |
| Balentine LLC | 7,977 | $3.62M | 0.12% | +1,429+21.8% | Added |
| Orleans Capital Management Corp | 7,960 | $3.61M | 2.42% | +215+2.8% | Added |
| Power Corp of Canada | 7,949 | $3.60M | 0.37% | −4,006−33.5% | Reduced |
| ExodusPoint Capital Management, LP | 7,948 | $3.60M | 0.04% | −9,769−55.1% | Reduced |
| 1832 Asset Management L.P. | 7,946 | $3.60M | 0.01% | −1,254−13.6% | Reduced |
| Hohimer Wealth Management, LLC | 7,924 | $3.59M | 0.91% | −241−3.0% | Reduced |
| First National Bank of Omaha | 7,924 | $3.59M | 0.23% | −769−8.8% | Reduced |
| Norinchukin Bank, The | 7,910 | $3.59M | 0.08% | −1,103−12.2% | Reduced |
| Midwest Professional Planners, LTD. | 7,895 | $3.58M | 1.43% | +594+8.1% | Added |
| Princeton Global Asset Management LLC | 7,890 | $3.58M | 0.90% | +294+3.9% | Added |
| RSM US Wealth Management LLC | 7,879 | $3.57M | 0.10% | +3,817+94.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,866 | $3.57M | 0.25% | −188−2.3% | Reduced |
| Agf Management Ltd | 7,828 | $3.55M | 0.02% | −1,166−13.0% | Reduced |
| Greenleaf Trust | 7,815 | $3.54M | 0.04% | +558+7.7% | Added |
| Capital International Inc | 7,802 | $3.54M | 0.06% | +433+5.9% | Added |
| Baxter Bros Inc | 7,786 | $3.53M | 0.49% | −206−2.6% | Reduced |
| Bath Savings Trust Co | 7,785 | $3.53M | 0.40% | +2,750+54.6% | Added |
| Wintrust Investments LLC | 7,772 | $3.52M | 0.34% | +5,972+331.8% | Added |
| Trifecta Capital Advisors, LLC | 7,759 | $3.52M | 0.97% | +438+6.0% | Added |
| Stratos Wealth Advisors, LLC | 7,754 | $3.51M | 0.20% | +56+0.7% | Added |
| Visionary Wealth Advisors | 7,754 | $3.51M | 0.26% | −19−0.2% | Reduced |
| Ritholtz Wealth Management | 7,754 | $3.51M | 0.14% | +3,694+91.0% | Added |
| AdvisorNet Financial, Inc | 7,741 | $3.51M | 0.32% | +29+0.4% | Added |
| Phoenix Holdings Ltd. | 6,871 | $3.50M | 0.06% | −339−4.7% | Reduced |
| Altrius Capital Management Inc | 7,721 | $3.50M | 0.97% | +85+1.1% | Added |
| Arvest Trust Co N A | 7,684 | $3.48M | 0.21% | −65−0.8% | Reduced |
| Asio Capital, LLC | 7,677 | $3.48M | 0.81% | +61+0.8% | Added |
| Lowe Brockenbrough & Co Inc | 7,641 | $3.46M | 0.27% | −4,776−38.5% | Reduced |
| Illinois Municipal Retirement Fund | 7,636 | $3.46M | 0.06% | −3,822−33.4% | Reduced |
| First American Bank | 7,631 | $3.46M | 0.29% | −216−2.8% | Reduced |
| Avantax Planning Partners, Inc. | 7,618 | $3.45M | 0.13% | −239−3.0% | Reduced |
| IFP Advisors, Inc | 7,608 | $3.45M | 0.16% | −504−6.2% | Reduced |
| Richard Bernstein Advisors LLC | 7,607 | $3.45M | 0.08% | −1,932−20.3% | Reduced |
| Physicians Financial Services, Inc. | 7,596 | $3.44M | 1.30% | −107−1.4% | Reduced |
| King Luther Capital Management Corp | 7,595 | $3.44M | 0.02% | −970−11.3% | Reduced |
| Hoylecohen, LLC | 7,578 | $3.43M | 0.28% | −160−2.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,529 | $3.41M | 0.40% | +397+5.6% | Added |
| Thoroughbred Financial Services, LLC | 7,522 | $3.41M | 0.28% | +108+1.5% | Added |
| Solidarilty Wealth, LLC | 7,500 | $3.40M | 1.23% | −900−10.7% | Reduced |
| Welch & Forbes LLC | 7,476 | $3.39M | 0.05% | −113−1.5% | Reduced |