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 |
|---|---|---|---|---|---|
| Wynn Capital, LLC | 1,965 | $893.8K | 0.69% | −89−4.3% | Reduced |
| West Branch Capital LLC | 1,965 | $893.8K | 0.36% | −5−0.3% | Reduced |
| MONECO Advisors, LLC | 1,970 | $895.9K | 0.14% | −5−0.3% | Reduced |
| Duncan Williams Asset Management, LLC | 1,971 | $896.5K | 0.81% | +1,971 | New |
| Wealth Quarterback LLC | 1,979 | $900.3K | 0.50% | +61+3.2% | Added |
| WP Advisors, LLC | 1,981 | $901.2K | 0.30% | +2+0.1% | Added |
| iA Global Asset Management Inc. | 1,987 | $904.0K | 0.02% | −3,261−62.1% | Reduced |
| American National Bank & Trust Co | 1,990 | $905.1K | 0.21% | +1,990 | New |
| Fifth Third Wealth Advisors LLC | 1,997 | $908.4K | 0.14% | +360+22.0% | Added |
| Strategic Advisors LLC | 2,000 | $909.7K | 0.18% | −34−1.7% | Reduced |
| Opus Investment Management Inc | 2,000 | $909.7K | 0.59% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,000 | $909.8K | 0.13% | −93−4.4% | Reduced |
| Cito Capital Group, LLC | 2,000 | $910.0K | 0.37% | +600+42.9% | Added |
| Chesley Taft & Associates LLC | 2,001 | $910.2K | 0.05% | +100+5.3% | Added |
| Hunter Associates Investment Management LLC | 2,006 | $911.0K | 0.15% | −5−0.2% | Reduced |
| Norris Financial Group, LLC | 2,007 | $912.9K | 0.50% | +270+15.5% | Added |
| Duncker Streett & Co Inc | 2,013 | $915.7K | 0.18% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,015 | $916.6K | 0.56% | +150+8.0% | Added |
| Capstone Wealth Management Group, LLC | 2,018 | $917.9K | 0.66% | +1,090+117.5% | Added |
| SRN Advisors, LLC | 2,019 | $918.4K | 0.72% | +90+4.7% | Added |
| MWA Asset Management | 2,019 | $918.4K | 0.67% | +103+5.4% | Added |
| Verus Capital Partners, LLC | 2,023 | $920.3K | 0.10% | −75−3.6% | Reduced |
| Marcum Wealth, LLC | 2,024 | $920.8K | 0.09% | +63+3.2% | Added |
| Aspen Investment Management Inc | 2,024 | $921.0K | 0.47% | −200−9.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,027 | $922.1K | 0.11% | +928+84.4% | Added |
| Columbus Macro, LLC | 2,023 | $922.2K | 0.35% | +320+18.8% | Added |
| Nvest Financial, LLC | 2,028 | $922.3K | 0.61% | +265+15.0% | Added |
| Longfellow Investment Management Co LLC | 2,029 | $922.9K | 0.21% | +16+0.8% | Added |
| KC Investment Advisors, LLC | 2,034 | $925.4K | 0.48% | +128+6.7% | Added |
| Pictet & Cie (Europe) SA | 2,039 | $927.5K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 2,039 | $927.5K | 0.57% | +2,039 | New |
| Cubist Systematic Strategies, LLC | 2,043 | $929.3K | 0.01% | −25,488−92.6% | Reduced |
| First PREMIER Bank | 2,045 | $930.0K | 0.25% | +67+3.4% | Added |
| Texas Yale Capital Corp. | 2,058 | $936.3K | 0.04% | +60+3.0% | Added |
| Parkside Financial Bank & Trust | 2,058 | $936.3K | 0.15% | +192+10.3% | Added |
| Vontobel Holding Ltd. | 2,064 | $938.9K | 0.01% | −778−27.4% | Reduced |
| GeoWealth Management, LLC | 2,065 | $939.3K | 0.04% | +282+15.8% | Added |
| Aletheian Wealth Advisors LLC | 2,066 | $939.8K | 0.51% | +1,187+135.0% | Added |
| Northern Financial Advisors Inc | 2,067 | $940.2K | 0.73% | −19−0.9% | Reduced |
| SPC Financial, Inc. | 2,068 | $940.7K | 0.09% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 2,074 | $943.4K | 0.86% | +2,074 | New |
| Wescott Financial Advisory Group, LLC | 2,076 | $944.3K | 0.12% | −45−2.1% | Reduced |
| Ambassador Advisors, LLC | 2,078 | $945.4K | 0.17% | +840+67.9% | Added |
| Gables Capital Management Inc. | 2,081 | $946.6K | 0.52% | 00.0% | Unchanged |
| Williams Financial, LLC | 2,084 | $947.9K | 0.63% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,085 | $948.4K | 0.77% | −115−5.2% | Reduced |
| Symmetry Partners, LLC | 2,091 | $951.0K | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,091 | $951.2K | 0.22% | +13+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,091 | $951.3K | 0.15% | +208+11.0% | Added |
| Gallacher Capital Management LLC | 2,092 | $951.5K | 0.48% | +237+12.8% | Added |
| Founders Financial Securities LLC | 2,093 | $951.9K | 0.10% | −638−23.4% | Reduced |
| X-Square Capital, LLC | 2,077 | $954.0K | 0.45% | −4,612−68.9% | Reduced |
| Monarch Capital Management Inc | 2,096 | $957.4K | 0.27% | +363+20.9% | Added |
| Advisor OS, LLC | 2,110 | $959.8K | 0.11% | +860+68.8% | Added |
| RKL Wealth Management LLC | 2,110 | $959.9K | 0.10% | −45−2.1% | Reduced |
| Sofos Investments, Inc. | 2,114 | $960.0K | 0.13% | +1,058+100.2% | Added |
| WSFS Capital Management, LLC | 2,112 | $960.7K | 0.05% | −1,059−33.4% | Reduced |
| LRI Investments, LLC | 2,119 | $963.6K | 0.24% | +2,119 | New |
| Teza Capital Management LLC | 2,119 | $963.9K | 0.13% | −9,685−82.0% | Reduced |
| Allen Capital Group, LLC | 2,119 | $964.0K | 0.14% | −25−1.2% | Reduced |
| Deseret Mutual Benefit Administrators | 2,126 | $967.1K | 0.48% | +215+11.3% | Added |
| Morningstar Investment Management LLC | 2,130 | $969.0K | 0.11% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,149 | $977.5K | 0.00% | −28,000−92.9% | Reduced |
| Prio Wealth Limited Partnership | 2,155 | $980.2K | 0.03% | +410+23.5% | Added |
| Range Financial Group LLC | 2,159 | $982.1K | 0.51% | +474+28.1% | Added |
| Wedmont Private Capital | 2,197 | $983.4K | 0.07% | −277−11.2% | Reduced |
| Patten & Patten Inc | 2,163 | $983.8K | 0.07% | −109−4.8% | Reduced |
| Traphagen Investment Advisors LLC | 2,164 | $984.1K | 0.10% | −177−7.6% | Reduced |
| First National Advisers, LLC | 2,152 | $986.8K | 0.22% | +978+83.3% | Added |
| Credit Suisse AG | 2,175 | $989.3K | 0.00% | −9,727−81.7% | Reduced |
| Advisory Alpha, LLC | 2,176 | $989.8K | 0.04% | +250+13.0% | Added |
| Crawford Investment Counsel Inc | 2,176 | $989.9K | 0.02% | +88+4.2% | Added |
| Avidian Wealth Solutions, LLC | 2,184 | $993.3K | 0.05% | +49+2.3% | Added |
| Charter Trust Co | 2,185 | $993.9K | 0.07% | −158−6.7% | Reduced |
| South State Corp. | 2,198 | $999.8K | 0.08% | −77−3.4% | Reduced |
| Chemung Canal Trust Co | 2,199 | $1.00M | 0.19% | +73+3.4% | Added |
| My Legacy Advisors, LLC | 2,202 | $1.00M | 0.34% | −55−2.4% | Reduced |
| Eads & Heald Wealth Management | 2,202 | $1.00M | 0.47% | −135−5.8% | Reduced |
| Helen Stephens Group, LLC | 2,213 | $1.01M | 0.39% | +23+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,216 | $1.01M | 0.04% | −354−13.8% | Reduced |
| CRA Financial Services, LLC | 2,217 | $1.01M | 0.22% | −25−1.1% | Reduced |
| Dearborn Partners LLC | 2,218 | $1.01M | 0.04% | −100−4.3% | Reduced |
| TCTC Holdings, LLC | 2,221 | $1.01M | 0.03% | −144−6.1% | Reduced |
| Marks Group Wealth Management, Inc | 2,224 | $1.01M | 0.11% | −159−6.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,228 | $1.01M | 0.41% | +8+0.4% | Added |
| Acima Private Wealth, LLC | 2,231 | $1.01M | 0.37% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 2,235 | $1.02M | 0.50% | −236−9.6% | Reduced |
| Fiera Capital Corp | 2,245 | $1.02M | 0.00% | −75−3.2% | Reduced |
| Ancora Advisors, LLC | 2,246 | $1.02M | 0.02% | −117−5.0% | Reduced |
| Wellington Shields & Co., LLC | 2,260 | $1.03M | 0.34% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,275 | $1.03M | 0.02% | −858−27.4% | Reduced |
| Gryphon Financial Partners LLC | 2,276 | $1.04M | 0.17% | −21−0.9% | Reduced |
| Global Trust Asset Management, LLC | 2,286 | $1.04M | 0.43% | −94−3.9% | Reduced |
| Walker Asset Management, LLC | 2,289 | $1.04M | 0.69% | −85−3.6% | Reduced |
| Verity Asset Management, Inc. | 2,292 | $1.04M | 0.58% | −53−2.3% | Reduced |
| Cigna Investments Inc | 2,295 | $1.04M | 0.20% | −82−3.4% | Reduced |
| First Hawaiian Bank | 2,296 | $1.04M | 0.03% | −216−8.6% | Reduced |
| Atom Investors LP | 2,299 | $1.05M | 0.13% | +1,084+89.2% | Added |
| FNY Investment Advisers, LLC | 2,300 | $1.05M | 0.68% | +2,300 | New |
| Focus Financial Network, Inc. | 2,295 | $1.05M | 0.05% | +2,295 | New |