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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 7,470 | $3.39M | 0.05% | −115−1.5% | Reduced |
| Whalerock Point Partners, LLC | 7,464 | $3.38M | 1.05% | −355−4.5% | Reduced |
| Credit Agricole S A | 7,364 | $3.34M | 0.07% | −1,919−20.7% | Reduced |
| Hikari Power Ltd | 7,340 | $3.33M | 0.32% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,326 | $3.32M | 0.74% | −237−3.1% | Reduced |
| South Street Advisors LLC | 7,297 | $3.31M | 0.62% | −16,853−69.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 7,278 | $3.30M | 2.27% | +563+8.4% | Added |
| Morton Community Bank | 7,276 | $3.30M | 1.08% | +7,276 | New |
| Metis Global Partners, LLC | 7,182 | $3.26M | 0.13% | −1,016−12.4% | Reduced |
| Jacobi Capital Management LLC | 7,182 | $3.26M | 0.33% | −249−3.4% | Reduced |
| Northwest Investment Counselors, LLC | 7,170 | $3.25M | 0.87% | +37+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,168 | $3.25M | 0.19% | −1,057−12.9% | Reduced |
| WBI Investments | 7,166 | $3.25M | 0.65% | +7,166 | New |
| Ci Investments Inc. | 7,150 | $3.24M | 0.02% | +1,463+25.7% | Added |
| Brevan Howard Capital Management LP | 7,121 | $3.23M | 0.32% | +5,736+414.2% | Added |
| River Road Asset Management, LLC | 7,106 | $3.22M | 0.04% | −241−3.3% | Reduced |
| Dean Investment Associates, LLC | 7,105 | $3.22M | 0.46% | −152−2.1% | Reduced |
| Principle Wealth Partners LLC | 7,105 | $3.22M | 0.28% | +14+0.2% | Added |
| Chesapeake Asset Management LLC | 7,101 | $3.22M | 2.87% | +97+1.4% | Added |
| Daymark Wealth Partners, LLC | 21,000 | $3.19M | 0.20% | +14,441+220.2% | Added |
| Coastline Trust Co | 7,029 | $3.19M | 0.42% | −272−3.7% | Reduced |
| IHT Wealth Management, LLC | 7,022 | $3.18M | 0.14% | +580+9.0% | Added |
| Smith, Salley & Associates | 7,015 | $3.18M | 0.21% | −228−3.1% | Reduced |
| Blue Fin Capital, Inc. | 7,007 | $3.18M | 0.82% | −201−2.8% | Reduced |
| Viking Fund Management LLC | 7,000 | $3.17M | 0.62% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $3.17M | 0.82% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,993 | $3.17M | 0.14% | −915−11.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,989 | $3.17M | 0.08% | −86−1.2% | Reduced |
| Bancreek Capital Management, LP | 6,967 | $3.16M | 2.68% | +117+1.7% | Added |
| Financial Advisory Service, Inc. | 6,942 | $3.15M | 0.30% | +462+7.1% | Added |
| Edgestream Partners, L.P. | 6,939 | $3.15M | 0.23% | +4,382+171.4% | Added |
| Caldwell Trust Co | 6,932 | $3.14M | 0.40% | +84+1.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,929 | $3.14M | 0.10% | +347+5.3% | Added |
| Resources Management Corp | 6,906 | $3.13M | 0.46% | +33+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,879 | $3.12M | 0.04% | −3,629−34.5% | Reduced |
| Global Retirement Partners, LLC | 6,803 | $3.11M | 0.13% | +440+6.9% | Added |
| Meixler Investment Management, Ltd. | 6,869 | $3.11M | 2.60% | −419−5.7% | Reduced |
| HighPoint Advisor Group LLC | 6,962 | $3.11M | 0.22% | +6,962 | New |
| Fisher Asset Management, LLC | 6,853 | $3.11M | 0.00% | +364+5.6% | Added |
| Gabelli Funds LLC | 6,850 | $3.10M | 0.02% | −340−4.7% | Reduced |
| GTS Securities LLC | 6,821 | $3.09M | 0.07% | −17,529−72.0% | Reduced |
| Navellier & Associates Inc | 6,779 | $3.07M | 0.46% | −89−1.3% | Reduced |
| Change Path, LLC | 6,765 | $3.07M | 0.20% | −801−10.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,747 | $3.06M | 0.81% | +36+0.5% | Added |
| Hengehold Capital Management LLC | 6,720 | $3.05M | 0.36% | −38−0.6% | Reduced |
| Scarborough Advisors, LLC | 6,707 | $3.04M | 0.63% | +8+0.1% | Added |
| Community Bank, N.A. | 6,692 | $3.03M | 0.40% | −379−5.4% | Reduced |
| X-Square Capital, LLC | 6,689 | $3.03M | 1.67% | +1,566+30.6% | Added |
| Lake Street Advisors Group, LLC | 6,648 | $3.01M | 0.15% | +6,648 | New |
| Highland Capital Management, LLC | 6,646 | $3.01M | 0.19% | −10−0.2% | Reduced |
| Qsemble Capital Management, LP | 6,632 | $3.01M | 0.75% | −4,018−37.7% | Reduced |
| McDonough Capital Management, Inc | 6,588 | $2.99M | 2.58% | +147+2.3% | Added |
| Exchange Capital Management, Inc. | 6,579 | $2.98M | 0.54% | −26−0.4% | Reduced |
| Edge Capital Group, LLC | 6,557 | $2.97M | 0.17% | +435+7.1% | Added |
| Merit Financial Group, LLC | 6,536 | $2.96M | 0.09% | −3,193−32.8% | Reduced |
| Wade G W & Inc | 6,531 | $2.96M | 0.10% | −145−2.2% | Reduced |
| Nicholas Company, Inc. | 6,520 | $2.96M | 0.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 6,496 | $2.94M | 0.76% | −4−0.1% | Reduced |
| Johnson Financial Group, Inc. | 6,469 | $2.93M | 0.16% | −986−13.2% | Reduced |
| Archford Capital Strategies, LLC | 6,448 | $2.92M | 0.53% | +441+7.3% | Added |
| Whittier Trust Co | 6,423 | $2.91M | 0.05% | +204+3.3% | Added |
| Cipher Capital LP | 6,405 | $2.90M | 0.94% | +6,405 | New |
| Belpointe Asset Management LLC | 6,365 | $2.89M | 0.25% | −185−2.8% | Reduced |
| Colonial Trust Co | 6,347 | $2.88M | 0.60% | +983+18.3% | Added |
| Arvest Investments, Inc. | 6,342 | $2.87M | 0.47% | +6,342 | New |
| Abbot Financial Management, Inc. | 6,310 | $2.86M | 1.72% | +242+4.0% | Added |
| Nomura Holdings Inc | 6,299 | $2.85M | 0.03% | +5,454+645.4% | Added |
| Marex Group plc | 6,295 | $2.85M | 0.11% | +6,295 | New |
| Fort Pitt Capital Group, LLC | 6,267 | $2.84M | 0.09% | +635+11.3% | Added |
| Hilltop Holdings Inc. | 6,261 | $2.84M | 0.32% | +199+3.3% | Added |
| Moloney Securities Asset Management, LLC | 6,258 | $2.84M | 0.45% | +69+1.1% | Added |
| Essex Financial Services, Inc. | 6,254 | $2.83M | 0.29% | −52−0.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,243 | $2.83M | 0.21% | +165+2.7% | Added |
| Aureus Asset Management, LLC | 6,242 | $2.83M | 0.21% | +42+0.7% | Added |
| Proequities, Inc. | 6,242 | $2.83M | 0.20% | −27−0.4% | Reduced |
| MV Capital Management, Inc. | 6,241 | $2.83M | 0.36% | +121+2.0% | Added |
| We Are One Seven, LLC | 6,241 | $2.83M | 0.16% | +109+1.8% | Added |
| Cohen Klingenstein LLC | 6,200 | $2.81M | 0.11% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 6,196 | $2.81M | 0.30% | +6,196 | New |
| Archer Investment Corp | 6,192 | $2.81M | 0.90% | +20.0% | Added |
| Regent Peak Wealth Advisors LLC | 6,188 | $2.80M | 0.76% | +371+6.4% | Added |
| GSB Wealth Management, LLC | 6,182 | $2.80M | 0.86% | +14+0.2% | Added |
| Harbor Capital Advisors, Inc. | 6,159 | $2.79M | 0.54% | +10+0.2% | Added |
| Great Lakes Retirement, Inc. | 6,143 | $2.78M | 0.46% | +43+0.7% | Added |
| Wetherby Asset Management Inc | 6,135 | $2.78M | 0.15% | +60+1.0% | Added |
| Leelyn Smith, LLC | 6,128 | $2.78M | 0.61% | −635−9.4% | Reduced |
| Allen Wealth Management, LLC | 6,113 | $2.77M | 2.71% | +6,113 | New |
| Bleakley Financial Group, LLC | 6,110 | $2.77M | 0.09% | +247+4.2% | Added |
| Sawtooth Solutions, LLC | 6,108 | $2.77M | 0.08% | +245+4.2% | Added |
| Blue Chip Partners, Inc. | 6,106 | $2.77M | 0.29% | −12−0.2% | Reduced |
| Brown Brothers Harriman & Co | 6,091 | $2.76M | 0.02% | +291+5.0% | Added |
| 1st Source Bank | 6,090 | $2.76M | 0.17% | +71+1.2% | Added |
| Hall Capital Management Co Inc | 6,074 | $2.75M | 1.62% | +6+0.1% | Added |
| Empire Financial Management Company, LLC | 6,022 | $2.73M | 1.07% | +156+2.7% | Added |
| Capital Planning Advisors, LLC | 6,015 | $2.73M | 0.52% | +187+3.2% | Added |
| Weik Capital Management | 6,013 | $2.73M | 1.26% | −25−0.4% | Reduced |
| Tower Bridge Advisors | 5,957 | $2.70M | 0.23% | 00.0% | Unchanged |
| Veriti Management LLC | 5,926 | $2.69M | 0.24% | +2,163+57.5% | Added |
| Voya Financial Advisors, Inc. | 5,947 | $2.68M | 0.32% | +25+0.4% | Added |
| Torray LLC | 5,818 | $2.64M | 0.43% | −30−0.5% | Reduced |