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
- 2,420
- +6 vs. Q4 2023
- Shares held
- 176.2M
- −2.20M (−1.2%) vs. Q4 2023
- Total value
- $80.1B
- −$756.2M (−0.9%) vs. Q4 2023
- New holders
- 147
- 987 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 |
|---|---|---|---|---|---|
| Rogco, LP | 2,307 | $1.05M | 0.43% | +86+3.9% | Added |
| Finer Wealth Management, Inc. | 2,310 | $1.05M | 0.69% | +722+45.5% | Added |
| Dana Investment Advisors, Inc. | 2,312 | $1.05M | 0.03% | +50+2.2% | Added |
| Castlekeep Investment Advisors LLC | 2,312 | $1.05M | 0.76% | −376−14.0% | Reduced |
| Nilsine Partners, LLC | 2,312 | $1.05M | 0.14% | −111−4.6% | Reduced |
| Concord Wealth Partners | 2,313 | $1.05M | 0.19% | +1,175+103.3% | Added |
| Covenant Partners, LLC | 2,315 | $1.05M | 0.31% | −22−0.9% | Reduced |
| Loudon Investment Management, LLC | 2,319 | $1.05M | 0.61% | +10+0.4% | Added |
| True Wealth Design, LLC | 2,321 | $1.06M | 0.26% | +71+3.2% | Added |
| Transamerica Financial Advisors, Inc. | 2,324 | $1.06M | 0.11% | −2,260−49.3% | Reduced |
| Birchbrook, Inc. | 2,329 | $1.06M | 0.63% | +90+4.0% | Added |
| Catalyst Capital Advisors LLC | 2,333 | $1.06M | 0.03% | +80+3.6% | Added |
| Burford Brothers, Inc. | 2,333 | $1.06M | 0.70% | +2,333 | New |
| Union Savings Bank | 2,338 | $1.06M | 0.56% | +301+14.8% | Added |
| Forza Wealth Management, LLC | 2,341 | $1.06M | 0.55% | 00.0% | Unchanged |
| IMS Capital Management | 2,344 | $1.07M | 0.50% | +171+7.9% | Added |
| Financial Security Advisor, Inc. | 2,335 | $1.07M | 0.37% | −162−6.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,358 | $1.07M | 0.25% | −150−6.0% | Reduced |
| Clarus Wealth Advisors | 2,379 | $1.07M | 0.61% | −74−3.0% | Reduced |
| Patten Group, Inc. | 2,366 | $1.08M | 0.26% | −263−10.0% | Reduced |
| Easterly Investment Partners LLC | 2,368 | $1.08M | 0.08% | −121−4.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,370 | $1.08M | 0.37% | +125+5.6% | Added |
| Syon Capital LLC | 2,377 | $1.08M | 0.10% | −17−0.7% | Reduced |
| RMR Wealth Builders | 2,365 | $1.08M | 0.13% | +2,365 | New |
| Vicus Capital | 2,388 | $1.09M | 0.10% | +212+9.7% | Added |
| Independence Bank of Kentucky | 2,394 | $1.09M | 0.33% | +247+11.5% | Added |
| Peoples Financial Services Corp. | 2,401 | $1.09M | 0.47% | −327−12.0% | Reduced |
| Fox Run Management, L.L.C. | 2,410 | $1.10M | 0.24% | +2,410 | New |
| Mendel Capital Management LLC | 2,421 | $1.10M | 0.73% | −12−0.5% | Reduced |
| Phoenix Wealth Advisors | 2,432 | $1.11M | 0.67% | −1,560−39.1% | Reduced |
| Summit Financial, LLC | 2,458 | $1.12M | 0.07% | +674+37.8% | Added |
| Nikulski Financial, Inc. | 2,469 | $1.12M | 0.37% | +288+13.2% | Added |
| Argent Advisors, Inc. | 2,472 | $1.12M | 0.44% | −217−8.1% | Reduced |
| InterOcean Capital Group, LLC | 2,474 | $1.13M | 0.03% | −45−1.8% | Reduced |
| Howe & Rusling Inc | 2,478 | $1.13M | 0.11% | −101−3.9% | Reduced |
| Congress Wealth Management LLC | 2,480 | $1.13M | 0.02% | −1,686−40.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,498 | $1.13M | 0.44% | −126−4.8% | Reduced |
| AXA S.A. | 2,490 | $1.13M | 0.00% | +242+10.8% | Added |
| McDonald Partners LLC | 2,503 | $1.14M | 0.31% | +269+12.0% | Added |
| Hilltop National Bank | 2,508 | $1.14M | 0.39% | +2,508 | New |
| Northwest Quadrant Wealth Management, LLC | 2,526 | $1.15M | 0.28% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,528 | $1.15M | 0.04% | +2,528 | New |
| Waverton Investment Management Ltd | 2,535 | $1.15M | 0.02% | +65+2.6% | Added |
| Duff & Phelps Investment Management Co | 2,534 | $1.15M | 0.01% | +57+2.3% | Added |
| Jupiter Wealth Management LLC | 2,500 | $1.17M | 0.62% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,565 | $1.17M | 0.13% | +10+0.4% | Added |
| Cidel Asset Management Inc | 2,587 | $1.18M | 0.09% | −57,369−95.7% | Reduced |
| International Assets Investment Management, LLC | 2,599 | $1.18M | 0.12% | −407−13.5% | Reduced |
| Purus Wealth Management, LLC | 2,589 | $1.18M | 0.58% | −46−1.7% | Reduced |
| First Western Trust Bank | 2,590 | $1.18M | 0.05% | +14+0.5% | Added |
| LCNB Corp | 2,597 | $1.18M | 0.43% | −181−6.5% | Reduced |
| Morse Asset Management, Inc | 2,605 | $1.19M | 0.30% | −525−16.8% | Reduced |
| Sippican Capital Advisors | 2,614 | $1.19M | 0.92% | +55+2.1% | Added |
| Machina Capital S.A.S. | 2,618 | $1.19M | 0.63% | +1,064+68.5% | Added |
| Institute for Wealth Management, LLC. | 2,621 | $1.19M | 0.15% | −71−2.6% | Reduced |
| Redmond Asset Management, LLC | 2,626 | $1.19M | 0.38% | +152+6.1% | Added |
| Cornerstone Wealth Management, LLC | 2,627 | $1.19M | 0.10% | +507+23.9% | Added |
| Buttonwood Financial Advisors Inc. | 2,627 | $1.20M | 0.56% | +1,090+70.9% | Added |
| MBM Wealth Consultants, LLC | 2,618 | $1.20M | 0.42% | +201+8.3% | Added |
| RDA Financial Network | 2,638 | $1.20M | 0.41% | +231+9.6% | Added |
| Fidelis Capital Partners, LLC | 2,666 | $1.21M | 0.18% | +1,069+66.9% | Added |
| Wealth Group, Ltd. | 2,690 | $1.22M | 0.92% | +2,690 | New |
| Veracity Capital LLC | 2,691 | $1.22M | 0.48% | +111+4.3% | Added |
| Legacy Financial Advisors, Inc. | 2,704 | $1.23M | 0.22% | +95+3.6% | Added |
| Quadcap Wealth Management, LLC | 2,705 | $1.23M | 0.28% | −270−9.1% | Reduced |
| Roberts Glore & Co Inc | 2,718 | $1.24M | 0.37% | −55−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,718 | $1.24M | 0.17% | +1,941+249.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,719 | $1.24M | 0.69% | −10.0% | Reduced |
| Sherbrooke Park Advisers LLC | 2,724 | $1.24M | 0.24% | +1,528+127.8% | Added |
| BancorpSouth Bank | 2,727 | $1.24M | 0.09% | −65−2.3% | Reduced |
| Perpetual Ltd | 2,730 | $1.24M | 0.01% | −249−8.4% | Reduced |
| Fairfield, Bush & Co. | 2,731 | $1.24M | 0.74% | +175+6.8% | Added |
| DB Fitzpatrick & Co, Inc | 2,736 | $1.24M | 1.14% | +46+1.7% | Added |
| Quotient Wealth Partners, LLC | 2,737 | $1.24M | 0.04% | +684+33.3% | Added |
| Lester Murray Antman dba SimplyRich | 2,743 | $1.25M | 0.40% | +14+0.5% | Added |
| Kovack Advisors, Inc. | 2,745 | $1.25M | 0.15% | −162−5.6% | Reduced |
| Radnor Capital Management, LLC | 2,750 | $1.25M | 0.21% | 00.0% | Unchanged |
| Essex Savings Bank | 2,765 | $1.25M | 0.36% | 00.0% | Unchanged |
| Excalibur Management Corp | 2,761 | $1.26M | 0.53% | +6+0.2% | Added |
| Baldwin Investment Management, LLC | 2,761 | $1.26M | 0.17% | +226+8.9% | Added |
| McMahon Financial Advisors, LLC | 2,761 | $1.26M | 0.33% | +615+28.7% | Added |
| Valley Brook Capital Group | 2,765 | $1.26M | 1.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,770 | $1.26M | 0.42% | +298+12.1% | Added |
| 9258 Wealth Management, LLC | 2,771 | $1.26M | 0.20% | −128−4.4% | Reduced |
| OmniStar Financial Group, Inc. | 2,771 | $1.26M | 1.15% | +1,076+63.5% | Added |
| Strategic Blueprint, LLC | 2,774 | $1.26M | 0.09% | +538+24.1% | Added |
| Lokken Investment Group LLC | 2,779 | $1.26M | 0.63% | +132+5.0% | Added |
| ROI Financial Advisors, LLC | 2,782 | $1.26M | 0.99% | −68−2.4% | Reduced |
| Retirement Guys Formula LLC | 2,798 | $1.27M | 0.62% | +624+28.7% | Added |
| Cassaday & Co Wealth Management LLC | 2,806 | $1.28M | 0.04% | +50+1.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,807 | $1.28M | 0.38% | −766−21.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,824 | $1.28M | 0.51% | −17−0.6% | Reduced |
| First Financial Corp | 2,831 | $1.29M | 0.65% | −376−11.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 2,831 | $1.29M | 1.07% | +144+5.4% | Added |
| Nations Financial Group Inc, | 2,851 | $1.30M | 0.11% | −254−8.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,855 | $1.30M | 0.74% | −200−6.5% | Reduced |
| Meridian Wealth Advisors, LLC | 2,861 | $1.30M | 0.24% | −35−1.2% | Reduced |
| Inlet Private Wealth, LLC | 2,864 | $1.30M | 0.36% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 2,865 | $1.30M | 0.83% | +2,865 | New |
| Ransom Advisory, Ltd | 2,878 | $1.31M | 0.70% | +2,878 | New |