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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,649 | $750.2K | 0.16% | −674−29.0% | Reduced |
| Northeast Financial Consultants Inc | 1,650 | $750.5K | 0.04% | −208−11.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,651 | $751.0K | 0.02% | −219−11.7% | Reduced |
| Financial Engines Advisors L.L.C. | 1,655 | $752.7K | 0.00% | +177+12.0% | Added |
| Gamco Investors, Inc. Et Al | 1,656 | $753.3K | 0.01% | −2−0.1% | Reduced |
| Certus Wealth Management, LLC | 1,631 | $753.4K | 0.60% | −12−0.7% | Reduced |
| Scholtz & Company, LLC | 1,660 | $755.1K | 0.33% | −100−5.7% | Reduced |
| Massachusetts Financial Services Co | 1,664 | $756.9K | 0.00% | +634+61.6% | Added |
| Caldwell Sutter Capital, Inc. | 1,668 | $758.7K | 0.37% | −63−3.6% | Reduced |
| Flputnam Investment Management Co | 1,671 | $760.0K | 0.02% | −108−6.1% | Reduced |
| Keynote Financial Services LLC | 1,673 | $761.0K | 0.64% | +1,673 | New |
| CFO4Life Group, LLC | 1,674 | $761.4K | 0.14% | −25−1.5% | Reduced |
| BIT Capital GmbH | 1,675 | $761.9K | 0.07% | +1,675 | New |
| AMG National Trust Bank | 1,675 | $762.1K | 0.02% | −121−6.7% | Reduced |
| Prosperity Consulting Group, LLC | 1,678 | $763.2K | 0.10% | +199+13.5% | Added |
| Key Financial Inc | 1,678 | $763.3K | 0.19% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 1,650 | $770.7K | 0.24% | +1,650 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,696 | $771.5K | 0.19% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,696 | $771.5K | 0.05% | +307+22.1% | Added |
| Becker Capital Management Inc | 1,701 | $773.7K | 0.03% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,706 | $776.0K | 0.05% | 00.0% | Unchanged |
| Davis Capital Management | 1,716 | $777.0K | 0.69% | +113+7.0% | Added |
| Schonfeld Strategic Advisors LLC | 1,710 | $777.8K | 0.01% | −114−6.3% | Reduced |
| Goldstone Financial Group, LLC | 1,710 | $777.8K | 0.18% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,710 | $777.8K | 0.13% | +12+0.7% | Added |
| Carmichael Hill & Associates, Inc. | 1,724 | $784.3K | 0.32% | 00.0% | Unchanged |
| Umpqua Bank | 1,729 | $786.5K | 0.32% | +1,729 | New |
| Keudell/Morrison Wealth Management | 1,738 | $790.4K | 0.24% | +75+4.5% | Added |
| CIC Wealth, LLC | 1,739 | $790.9K | 0.23% | −37−2.1% | Reduced |
| Telos Capital Management, Inc. | 1,739 | $791.1K | 0.09% | −20−1.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,740 | $791.4K | 0.64% | −82−4.5% | Reduced |
| Balboa Wealth Partners | 1,742 | $792.3K | 0.25% | +589+51.1% | Added |
| Financial Planning & Information Services, Inc. | 1,745 | $793.7K | 0.12% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,755 | $798.3K | 0.37% | +45+2.6% | Added |
| Stony Point Wealth Management Inc. | 1,760 | $800.6K | 0.35% | −4−0.2% | Reduced |
| Hudock, Inc. | 1,760 | $800.8K | 0.18% | +22+1.3% | Added |
| West Paces Advisors Inc. | 1,763 | $801.9K | 0.21% | −109−5.8% | Reduced |
| FRG Family Wealth Advisors LLC | 1,725 | $802.0K | 0.16% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,764 | $802.4K | 0.00% | +504+40.0% | Added |
| Carret Asset Management, LLC | 1,766 | $803.5K | 0.09% | −50−2.8% | Reduced |
| Fox Hill Wealth Management | 1,769 | $804.7K | 0.54% | −136−7.1% | Reduced |
| Nebula Research & Development LLC | 1,769 | $804.7K | 0.17% | +237+15.5% | Added |
| Douglass Winthrop Advisors, LLC | 1,774 | $806.9K | 0.02% | +751+73.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,775 | $807.4K | 0.20% | +671+60.8% | Added |
| TrueMark Investments, LLC | 1,786 | $812.4K | 0.75% | −2,931−62.1% | Reduced |
| Corton Capital Inc. | 1,791 | $814.7K | 0.30% | −629−26.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,794 | $816.0K | 0.23% | +39+2.2% | Added |
| MidWestOne Financial Group, Inc. | 1,796 | $816.9K | 0.15% | −2−0.1% | Reduced |
| HF Advisory Group, LLC | 1,800 | $818.5K | 0.46% | +252+16.3% | Added |
| Wulff, Hansen & Co. | 1,800 | $818.8K | 0.82% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,800 | $818.8K | 0.57% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,794 | $819.4K | 0.05% | +4+0.2% | Added |
| Capital Asset Advisory Services LLC | 1,801 | $820.3K | 0.05% | −115−6.0% | Reduced |
| Park Place Capital Corp | 1,804 | $820.6K | 0.29% | −88−4.7% | Reduced |
| Oak Asset Management, LLC | 1,812 | $824.2K | 0.31% | +1,812 | New |
| Northwest Financial Advisors | 1,815 | $825.7K | 0.91% | +3+0.2% | Added |
| Accurate Wealth Management, LLC | 1,790 | $830.3K | 0.24% | −27−1.5% | Reduced |
| Atomi Financial Group, Inc. | 1,827 | $830.9K | 0.08% | +36+2.0% | Added |
| Emerald Advisors, LLC | 1,828 | $831.4K | 0.15% | +85+4.9% | Added |
| Oder Investment Management, LLC | 1,830 | $832.4K | 0.78% | +2+0.1% | Added |
| Geller Advisors LLC | 1,849 | $841.1K | 0.07% | +14+0.8% | Added |
| Hoey Investments, Inc | 1,851 | $842.0K | 0.19% | −552−23.0% | Reduced |
| Capital Market Strategies LLC | 1,851 | $842.1K | 0.64% | −35−1.9% | Reduced |
| Trust Co | 1,854 | $843.3K | 0.11% | −22−1.2% | Reduced |
| Sanders Morris Harris LLC | 1,854 | $843.3K | 0.16% | +854+85.4% | Added |
| Means Investment Co., Inc. | 1,856 | $844.4K | 0.11% | +58+3.2% | Added |
| Waterloo Capital, L.P. | 1,857 | $844.5K | 0.11% | +549+42.0% | Added |
| Passumpsic Savings Bank | 1,857 | $844.7K | 0.54% | +1,857 | New |
| Regent Peak Wealth Advisors LLC | 1,860 | $846.2K | 0.22% | −4,328−69.9% | Reduced |
| Gilman Hill Asset Management, LLC | 1,862 | $847.0K | 0.15% | −59−3.1% | Reduced |
| Savoie Capital LLC | 1,863 | $847.4K | 0.12% | +1,863 | New |
| STAR Financial Bank | 1,864 | $847.9K | 0.72% | −4−0.2% | Reduced |
| Cypress Financial Planning LLC | 1,871 | $851.1K | 0.39% | +190+11.3% | Added |
| Hudson Valley Investment Advisors Inc | 1,873 | $852.0K | 0.10% | −115−5.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,879 | $854.9K | 0.23% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,891 | $860.2K | 0.06% | +9+0.5% | Added |
| Burns J W & Co Inc | 1,891 | $860.2K | 0.12% | −57−2.9% | Reduced |
| Strait & Sound Wealth Management LLC | 1,909 | $863.5K | 0.48% | −191−9.1% | Reduced |
| Birinyi Associates Inc | 1,900 | $864.3K | 0.28% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,904 | $866.0K | 0.04% | +33+1.8% | Added |
| City State Bank | 1,904 | $866.0K | 0.38% | −20−1.0% | Reduced |
| TL Private Wealth | 1,935 | $866.0K | 0.43% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,905 | $866.5K | 0.03% | −62,272−97.0% | Reduced |
| Lake Street Financial LLC | 1,906 | $867.0K | 0.12% | −135−6.6% | Reduced |
| Pioneer Trust Bank N A | 1,920 | $873.4K | 0.24% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,921 | $874.0K | 0.07% | +19+1.0% | Added |
| Clearview Wealth Advisors LLC | 1,922 | $874.3K | 0.89% | −1,102−36.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $877.0K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 1,930 | $878.1K | 0.06% | −310−13.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,932 | $878.8K | 0.16% | +43+2.3% | Added |
| SOL Capital Management CO | 1,933 | $879.0K | 0.11% | +50+2.7% | Added |
| TCI Wealth Advisors, Inc. | 1,936 | $880.6K | 0.09% | −939−32.7% | Reduced |
| Harbour Capital Advisors, LLC | 1,943 | $880.6K | 0.22% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,938 | $881.5K | 0.04% | −5,001−72.1% | Reduced |
| Keystone Financial Planning, Inc. | 1,938 | $881.5K | 0.29% | −237−10.9% | Reduced |
| Gradient Capital Advisors, LLC | 1,940 | $882.5K | 0.32% | −7−0.4% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,942 | $883.4K | 0.89% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 1,942 | $883.4K | 0.46% | +55+2.9% | Added |
| DeDora Capital, Inc. | 1,952 | $887.7K | 0.28% | −21−1.1% | Reduced |
| Investment Partners, Ltd. | 1,961 | $892.1K | 0.40% | −13−0.7% | Reduced |