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 |
|---|---|---|---|---|---|
| Alta Capital Management LLC | 5,816 | $2.64M | 0.17% | +2,030+53.6% | Added |
| Tealwood Asset Management Inc | 5,813 | $2.63M | 1.26% | −79−1.3% | Reduced |
| FJ Investments, LLC | 5,800 | $2.63M | 0.12% | +5,800 | New |
| Kavar Capital Partners Group, LLC | 5,788 | $2.62M | 0.29% | +5,788 | New |
| Kinsale Capital Group, Inc. | 5,785 | $2.62M | 1.30% | +1,647+39.8% | Added |
| Citizens Business Bank | 5,769 | $2.61M | 0.58% | −494−7.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,768 | $2.61M | 0.10% | +159+2.8% | Added |
| KCM Investment Advisors LLC | 5,756 | $2.61M | 0.10% | −223−3.7% | Reduced |
| Graham Capital Management, L.P. | 5,730 | $2.60M | 0.08% | +5,730 | New |
| Crossmark Global Holdings, Inc. | 5,729 | $2.60M | 0.05% | −6,644−53.7% | Reduced |
| HBW Advisory Services LLC | 5,722 | $2.59M | 0.49% | −349−5.7% | Reduced |
| Adirondack Trust Co | 6,039 | $2.59M | 1.12% | −32−0.5% | Reduced |
| Meridian Wealth Management, LLC | 5,691 | $2.58M | 0.16% | −6,269−52.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,679 | $2.57M | 0.00% | +3,622+176.1% | Added |
| Jennison Associates LLC | 5,639 | $2.56M | 0.00% | −8,939−61.3% | Reduced |
| Glen Eagle Advisors, LLC | 5,627 | $2.55M | 0.53% | +201+3.7% | Added |
| Jmac Enterprises LLC | 5,615 | $2.54M | 0.55% | +15+0.3% | Added |
| Savant Capital, LLC | 5,608 | $2.54M | 0.03% | +202+3.7% | Added |
| Dakota Wealth Management | 5,586 | $2.53M | 0.10% | +350+6.7% | Added |
| Family Management Corp | 5,581 | $2.53M | 0.53% | +52+0.9% | Added |
| ICW Investment Advisors LLC | 5,570 | $2.52M | 1.23% | +26+0.5% | Added |
| Beacon Investment Advisors LLC | 5,540 | $2.51M | 1.60% | +60+1.1% | Added |
| Eisler Capital (UK) Ltd. | 5,539 | $2.51M | 0.23% | +5,539 | New |
| Acorn Financial Advisory Services Inc | 5,531 | $2.51M | 0.44% | +3+0.1% | Added |
| Signaturefd, LLC | 5,515 | $2.50M | 0.06% | +113+2.1% | Added |
| SageView Advisory Group, LLC | 5,760 | $2.49M | 0.11% | +869+17.8% | Added |
| Wimmer Associates 1, LLC | 5,480 | $2.48M | 1.40% | +30+0.6% | Added |
| SevenBridge Financial Group, LLC | 5,447 | $2.47M | 0.58% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,617 | $2.47M | 0.14% | −1,290−18.7% | Reduced |
| Shilanski & Associates, Inc. | 5,403 | $2.45M | 0.93% | +5,403 | New |
| Sigma Planning Corp | 5,403 | $2.45M | 0.19% | −4,788−47.0% | Reduced |
| StoneX Group Inc. | 5,399 | $2.45M | 0.24% | +506+10.3% | Added |
| Arkadios Wealth Advisors | 5,383 | $2.44M | 0.21% | +155+3.0% | Added |
| Evergreen Wealth Management, LLC | 5,383 | $2.44M | 1.79% | +136+2.6% | Added |
| Castellan Group, LLC | 5,382 | $2.44M | 1.52% | −63−1.2% | Reduced |
| Moseley Investment Management Inc | 5,381 | $2.44M | 1.36% | +199+3.8% | Added |
| Robbins Farley LLC | 5,375 | $2.44M | 1.53% | +113+2.1% | Added |
| 180 Wealth Advisors, LLC | 5,288 | $2.41M | 0.48% | −23−0.4% | Reduced |
| Paradigm Financial Partners, LLC | 5,308 | $2.41M | 0.58% | +335+6.7% | Added |
| Wendell David Associates Inc | 5,284 | $2.40M | 0.26% | +2,961+127.5% | Added |
| SeaCrest Wealth Management, LLC | 5,236 | $2.39M | 0.30% | +92+1.8% | Added |
| Advisory Research Inc | 5,273 | $2.39M | 0.37% | −250−4.5% | Reduced |
| Boston Private Wealth LLC | 5,255 | $2.38M | 0.06% | +228+4.5% | Added |
| Cyndeo Wealth Partners, LLC | 5,253 | $2.38M | 0.22% | +53+1.0% | Added |
| Continuum Advisory, LLC | 5,253 | $2.38M | 0.34% | +2,743+109.3% | Added |
| Icon Wealth Advisors, LLC | 5,250 | $2.38M | 0.25% | +5,250 | New |
| iA Global Asset Management Inc. | 5,248 | $2.38M | 0.05% | +469+9.8% | Added |
| VisionPoint Advisory Group, LLC | 5,238 | $2.37M | 0.88% | +2,234+74.4% | Added |
| Cypress Capital, LLC | 5,233 | $2.37M | 0.67% | +292+5.9% | Added |
| Mycio Wealth Partners, LLC | 5,230 | $2.37M | 0.67% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5,114 | $2.37M | 1.11% | −50−1.0% | Reduced |
| Abner Herrman & Brock LLC | 5,228 | $2.37M | 0.33% | +265+5.3% | Added |
| Clearstead Advisors, LLC | 5,224 | $2.37M | 0.13% | +76+1.5% | Added |
| Avitas Wealth Management LLC | 5,208 | $2.36M | 0.39% | +122+2.4% | Added |
| Csenge Advisory Group | 5,194 | $2.35M | 0.15% | −150−2.8% | Reduced |
| Gateway Investment Advisers LLC | 5,190 | $2.35M | 0.03% | +764+17.3% | Added |
| Peak Financial Advisors LLC | 5,176 | $2.35M | 1.57% | +5,176 | New |
| Penobscot Investment Management Company, Inc. | 5,173 | $2.34M | 0.27% | +90+1.8% | Added |
| Investment Management Corp of Ontario | 5,164 | $2.34M | 0.06% | +5,164 | New |
| LWMG, LLC | 5,138 | $2.33M | 0.57% | −50−1.0% | Reduced |
| Private Trust Co NA | 5,087 | $2.31M | 0.27% | +71+1.4% | Added |
| Capital Investment Advisory Services, LLC | 5,082 | $2.30M | 0.22% | −32−0.6% | Reduced |
| Guyasuta Investment Advisors Inc | 5,058 | $2.29M | 0.17% | +68+1.4% | Added |
| MinichMacGregor Wealth Management, LLC | 5,024 | $2.28M | 0.66% | −4−0.1% | Reduced |
| Virtu Financial LLC | 5,012 | $2.27M | 0.18% | +1,216+32.0% | Added |
| Greenfield Savings Bank | 5,000 | $2.27M | 1.31% | −18−0.4% | Reduced |
| Fort Sheridan Advisors LLC | 4,997 | $2.26M | 0.45% | −226−4.3% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,983 | $2.26M | 0.94% | +4,983 | New |
| Sandy Spring Bank | 4,979 | $2.26M | 0.11% | −303−5.7% | Reduced |
| Colony Group, LLC | 4,976 | $2.25M | 0.03% | +4,976 | New |
| Evercore Wealth Management, LLC | 4,970 | $2.25M | 0.04% | +277+5.9% | Added |
| Argonautica Private Wealth Management, Inc | 4,969 | $2.25M | 0.92% | −3−0.1% | Reduced |
| Diversified Trust Co | 4,904 | $2.22M | 0.07% | +286+6.2% | Added |
| Certified Advisory Corp | 4,902 | $2.22M | 0.34% | +140+2.9% | Added |
| Tokio Marine Asset Management Co Ltd | 4,899 | $2.22M | 0.12% | −123−2.4% | Reduced |
| Plimoth Trust Co LLC | 4,875 | $2.21M | 0.64% | +239+5.2% | Added |
| Lipe & Dalton | 4,855 | $2.20M | 1.19% | −30−0.6% | Reduced |
| Access Financial Services, Inc. | 4,853 | $2.20M | 1.13% | −13−0.3% | Reduced |
| Applied Capital LLC | 4,848 | $2.20M | 2.02% | −365−7.0% | Reduced |
| Exencial Wealth Advisors, LLC | 4,825 | $2.19M | 0.09% | +332+7.4% | Added |
| Federated Hermes, Inc. | 4,806 | $2.18M | 0.01% | −3,145−39.6% | Reduced |
| One Capital Management, LLC | 4,794 | $2.17M | 0.09% | +1,878+64.4% | Added |
| First Manhattan Co | 4,787 | $2.17M | 0.01% | +6+0.1% | Added |
| CoreCap Advisors, LLC | 4,776 | $2.16M | 0.14% | −3,257−40.5% | Reduced |
| Granite Bay Wealth Management, LLC | 4,800 | $2.15M | 0.02% | +4,800 | New |
| CNB Bank | 4,735 | $2.15M | 1.15% | −169−3.4% | Reduced |
| TrueMark Investments, LLC | 4,717 | $2.14M | 2.13% | +4,717 | New |
| Slagle Financial, LLC | 9,314 | $2.14M | 1.22% | +4,672+100.6% | Added |
| Public Sector Pension Investment Board | 4,715 | $2.14M | 0.02% | −19,293−80.4% | Reduced |
| Fca Corp | 4,707 | $2.13M | 0.73% | +8+0.2% | Added |
| Pachira Investments Inc. | 4,701 | $2.13M | 1.88% | +8+0.2% | Added |
| Checchi Capital Advisers, LLC | 4,695 | $2.13M | 0.17% | +182+4.0% | Added |
| Bank Ozk | 4,665 | $2.11M | 1.03% | −125−2.6% | Reduced |
| RFG Advisory, LLC | 4,663 | $2.11M | 0.08% | −1,889−28.8% | Reduced |
| Boomfish Wealth Group, LLC | 4,638 | $2.10M | 1.52% | +4,638 | New |
| Lantz Financial LLC | 4,611 | $2.09M | 0.75% | +115+2.6% | Added |
| Magnus Financial Group LLC | 4,607 | $2.09M | 0.27% | +344+8.1% | Added |
| Fulton Bank, N.A. | 4,599 | $2.08M | 0.09% | −27−0.6% | Reduced |
| Strategic Planning Group, LLC | 4,598 | $2.08M | 0.69% | +4,598 | New |
| Brasada Capital Management, LP | 4,597 | $2.08M | 0.41% | −630−12.1% | Reduced |