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, Q1 2024
Institutional positions in Lockheed Martin Corp as of Mar 31, 2024. 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
- 2,421
- +6 vs. Q4 2023
- Shares held
- 176.2M
- −2.20M (−1.2%) vs. Q4 2023
- Total value
- $80.1B
- −$756.1M (−0.9%) vs. Q4 2023
- New holders
- 147
- 988 more added
- Sold out
- 141
- 954 more reduced
34 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Trust Co | 1,378 | $626.8K | 0.02% | −104−7.0% | Reduced |
| SkyOak Wealth, LLC | 1,380 | $627.7K | 0.15% | +700+102.9% | Added |
| RW Investment Management LLC | 1,384 | $629.5K | 0.09% | +60+4.5% | Added |
| Ironwood Financial, llc | 1,387 | $630.9K | 0.15% | 00.0% | Unchanged |
| American Trust | 1,394 | $634.1K | 0.06% | +24+1.8% | Added |
| Hartford Funds Management Co LLC | 1,396 | $635.1K | 0.06% | +132+10.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,399 | $636.4K | 0.09% | −24−1.7% | Reduced |
| CSS LLC | 1,400 | $636.8K | 0.05% | +400+40.0% | Added |
| PDS Planning, Inc | 1,402 | $637.5K | 0.07% | +60+4.5% | Added |
| Nwam LLC | 1,371 | $638.6K | 0.05% | −54−3.8% | Reduced |
| Chatham Capital Group, Inc. | 1,404 | $638.6K | 0.12% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,408 | $640.5K | 0.04% | +117+9.1% | Added |
| Highlander Capital Management, LLC | 1,417 | $644.6K | 0.22% | −250−15.0% | Reduced |
| Wolverine Asset Management LLC | 1,418 | $645.0K | 0.01% | −254−15.2% | Reduced |
| Imprint Wealth LLC | 1,429 | $646.8K | 0.16% | +1,429 | New |
| First American Trust, FSB | 1,423 | $647.3K | 0.07% | +490+52.5% | Added |
| Aaron Wealth Advisors | 1,423 | $647.4K | 0.09% | −21−1.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,425 | $648.2K | 0.06% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 1,425 | $648.2K | 0.46% | +470+49.2% | Added |
| Choate Investment Advisors | 1,427 | $649.1K | 0.02% | −2,745−65.8% | Reduced |
| Betterment LLC | 1,430 | $650.0K | 0.00% | +1,430 | New |
| Capital Square, LLC | 1,433 | $651.8K | 0.46% | −5−0.3% | Reduced |
| Altus Wealth Group LLC | 1,437 | $653.6K | 0.33% | +108+8.1% | Added |
| Gulf International Bank (UK) Ltd | 1,439 | $654.0K | 0.02% | +88+6.5% | Added |
| Skopos Labs, Inc. | 1,449 | $656.1K | 0.28% | −353−19.6% | Reduced |
| Beaumont Financial Advisors, LLC | 1,445 | $657.1K | 0.05% | +84+6.2% | Added |
| Wela Strategies, Inc. | 1,446 | $657.8K | 0.31% | +58+4.2% | Added |
| Ti-Trust, Inc | 1,450 | $659.6K | 0.48% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $659.6K | 0.11% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,451 | $660.0K | 0.20% | +1,451 | New |
| Insight Advisors, LLC | 1,457 | $663.3K | 0.13% | +712+95.6% | Added |
| Trueblood Wealth Management, LLC | 1,459 | $663.7K | 0.38% | +63+4.5% | Added |
| Pettyjohn, Wood & White, Inc | 1,459 | $663.7K | 0.13% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,461 | $664.6K | 0.12% | +15+1.0% | Added |
| Parcion Private Wealth LLC | 1,463 | $665.5K | 0.06% | −15−1.0% | Reduced |
| AXS Investments LLC | 1,464 | $665.9K | 0.16% | +91+6.6% | Added |
| Mosaic Financial Group, LLC | 1,465 | $666.0K | 0.53% | +1,465 | New |
| Two Sigma Securities, LLC | 1,466 | $666.8K | 0.03% | −1,985−57.5% | Reduced |
| WBH Advisory Inc | 1,473 | $669.9K | 0.07% | −12−0.8% | Reduced |
| Unique Wealth Strategies, LLC | 1,473 | $670.0K | 0.33% | +158+12.0% | Added |
| Shufro Rose & Co LLC | 1,476 | $671.5K | 0.06% | +502+51.5% | Added |
| Riverpark Capital Management LLC | 1,480 | $673.2K | 0.92% | +284+23.7% | Added |
| Crescent Sterling, Ltd. | 1,481 | $673.7K | 0.61% | +312+26.7% | Added |
| Mango Five Family, Inc. | 1,488 | $676.8K | 0.22% | −375−20.1% | Reduced |
| AlphaStar Capital Management, LLC | 1,491 | $678.3K | 0.07% | −680−31.3% | Reduced |
| Barlow Wealth Partners, Inc. | 1,508 | $679.2K | 0.09% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,495 | $679.4K | 0.16% | +220+17.3% | Added |
| Groesbeck Investment Management Corp | 1,496 | $680.0K | 0.72% | −164−9.9% | Reduced |
| Auxier Asset Management | 1,498 | $681.4K | 0.10% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,500 | $682.0K | 0.13% | −35−2.3% | Reduced |
| CVA Family Office, LLC | 1,502 | $683.1K | 0.12% | −18−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,502 | $683.2K | 0.05% | −211−12.3% | Reduced |
| First Commonwealth Financial Corp | 1,503 | $683.7K | 0.18% | +157+11.7% | Added |
| SL Advisors, LLC | 1,506 | $685.0K | 1.35% | +2+0.1% | Added |
| Carr Financial Group Corp | 1,506 | $685.2K | 0.23% | +78+5.5% | Added |
| Twin Lakes Capital Management, LLC | 1,507 | $685.5K | 0.46% | +10+0.7% | Added |
| Ausdal Financial Partners, Inc. | 1,509 | $686.5K | 0.08% | −297−16.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,512 | $687.8K | 0.06% | +23+1.5% | Added |
| GDS Wealth Management | 1,523 | $692.8K | 0.08% | +166+12.2% | Added |
| Assetmark, Inc | 1,532 | $697.0K | 0.00% | +288+23.2% | Added |
| Abbrea Capital, LLC | 1,534 | $698.0K | 0.09% | +102+7.1% | Added |
| RiverPark Advisors, LLC | 1,535 | $698.2K | 0.57% | +77+5.3% | Added |
| Castle Wealth Management LLC | 1,535 | $698.4K | 0.37% | +193+14.4% | Added |
| Cornerstone Capital, Inc. | 1,540 | $700.5K | 0.07% | −1,140−42.5% | Reduced |
| Lindbrook Capital, LLC | 1,545 | $702.8K | 0.07% | +437+39.4% | Added |
| Westmount Partners, LLC | 1,547 | $703.5K | 0.25% | +1,002+183.9% | Added |
| Warner Financial, Inc | 1,548 | $704.0K | 0.35% | −8−0.5% | Reduced |
| Integris Wealth Management, LLC | 1,550 | $705.0K | 0.19% | −47−2.9% | Reduced |
| Quarry LP | 1,550 | $705.0K | 0.29% | +1,545+30,900.0% | Added |
| Farmers & Merchants Investments Inc | 1,551 | $705.5K | 0.02% | −6−0.4% | Reduced |
| Enterprise Financial Services Corp | 1,552 | $706.0K | 0.42% | −176−10.2% | Reduced |
| GAMMA Investing LLC | 1,553 | $706.4K | 0.14% | −52−3.2% | Reduced |
| Cornerstone Wealth Group, LLC | 1,555 | $707.4K | 0.07% | +1,555 | New |
| Formidable Asset Management, LLC | 1,609 | $709.1K | 0.12% | +617+62.2% | Added |
| Quad-Cities Investment Group, LLC | 1,561 | $710.0K | 0.41% | +471+43.2% | Added |
| Falcon Wealth Planning | 1,562 | $710.5K | 0.11% | +1,562 | New |
| Silver Oak Securities, Inc | 1,566 | $712.1K | 0.11% | −189−10.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,568 | $713.2K | 0.74% | −4−0.3% | Reduced |
| Zullo Investment Group, Inc. | 1,578 | $718.1K | 0.34% | +19+1.2% | Added |
| Chicago Capital, LLC | 1,586 | $721.4K | 0.02% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,587 | $721.7K | 0.26% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 1,590 | $723.3K | 0.71% | +1,590 | New |
| Fortem Financial Group, LLC | 1,591 | $723.6K | 0.32% | +75+4.9% | Added |
| Legacy Wealth Asset Management, LLC | 1,595 | $725.5K | 0.20% | +40+2.6% | Added |
| Wealth Dimensions Group, Ltd. | 1,595 | $725.7K | 0.21% | −3−0.2% | Reduced |
| Headlands Technologies LLC | 1,603 | $729.2K | 0.18% | +993+162.8% | Added |
| Westpac Banking Corp | 1,605 | $730.1K | 0.06% | −249−13.4% | Reduced |
| Creekmur Asset Management LLC | 1,615 | $734.7K | 0.25% | −203−11.2% | Reduced |
| Wharton Business Group, LLC | 1,619 | $736.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,624 | $738.7K | 0.04% | −23−1.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,625 | $739.2K | 0.24% | +280+20.8% | Added |
| Chicago Partners Investment Group LLC | 1,607 | $739.3K | 0.03% | −19−1.2% | Reduced |
| Wade Financial Advisory, Inc | 1,630 | $741.4K | 0.27% | −25−1.5% | Reduced |
| Brady Family Wealth, LLC | 1,632 | $742.6K | 0.24% | +36+2.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,632 | $742.6K | 0.03% | +383+30.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,636 | $744.0K | 0.06% | +215+15.1% | Added |
| Good Life Advisors, LLC | 1,646 | $748.7K | 0.07% | +51+3.2% | Added |
| Karpas Strategies, LLC | 1,646 | $748.8K | 0.23% | +3+0.2% | Added |
| FinTrust Capital Advisors, LLC | 1,648 | $749.6K | 0.14% | −136−7.6% | Reduced |
| Renasant Bank | 1,648 | $749.6K | 0.53% | −4−0.2% | Reduced |