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 |
|---|---|---|---|---|---|
| TFG Advisers LLC | 2,886 | $1.31M | 0.51% | −66−2.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,887 | $1.31M | 0.07% | +130+4.7% | Added |
| Centaurus Financial, Inc. | 2,890 | $1.31M | 0.09% | +137+5.0% | Added |
| Diversified, LLC | 2,889 | $1.31M | 0.18% | +75+2.7% | Added |
| St Germain D J Co Inc | 2,890 | $1.31M | 0.06% | −10−0.3% | Reduced |
| Cooper Financial Group | 2,893 | $1.32M | 0.22% | +28+1.0% | Added |
| Beaumont Asset Management, L.L.C. | 2,902 | $1.32M | 0.88% | +94+3.3% | Added |
| Thrive Capital Management, LLC | 2,908 | $1.32M | 0.70% | +2,908 | New |
| Sompo Asset Management Co., Ltd. | 2,910 | $1.32M | 0.22% | +540+22.8% | Added |
| Signet Investment Advisory Group, Inc. | 2,914 | $1.33M | 0.72% | +169+6.2% | Added |
| Occudo Quantitative Strategies LP | 2,920 | $1.33M | 0.23% | −10,502−78.2% | Reduced |
| Kathmere Capital Management, LLC | 2,947 | $1.34M | 0.15% | +738+33.4% | Added |
| Cahill Financial Advisors Inc | 2,961 | $1.35M | 0.18% | −152−4.9% | Reduced |
| Investment Management Associates Inc | 2,963 | $1.35M | 0.47% | −11−0.4% | Reduced |
| Wealthspire Advisors, LLC | 2,970 | $1.35M | 0.02% | +124+4.4% | Added |
| Beacon Investment Advisory Services, Inc. | 2,971 | $1.35M | 0.06% | −219−6.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.36M | 0.91% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,987 | $1.36M | 0.04% | +1,064+55.3% | Added |
| Callahan Advisors, LLC | 2,998 | $1.36M | 0.14% | +274+10.1% | Added |
| First National Bank & Trust Co of Newtown | 3,001 | $1.37M | 0.28% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,011 | $1.37M | 0.28% | +254+9.2% | Added |
| Intrua Financial, LLC | 3,015 | $1.37M | 0.21% | −78−2.5% | Reduced |
| Harbor Investment Advisory, LLC | 3,016 | $1.37M | 0.14% | −644−17.6% | Reduced |
| Creative Financial Designs Inc | 3,017 | $1.37M | 0.13% | +2,521+508.3% | Added |
| Leisure Capital Management | 3,018 | $1.37M | 0.69% | −147−4.6% | Reduced |
| Venturi Wealth Management, LLC | 3,034 | $1.38M | 0.09% | −117−3.7% | Reduced |
| First Foundation Advisors | 3,038 | $1.38M | 0.06% | −176−5.5% | Reduced |
| Fortune Financial Advisors, LLC | 3,040 | $1.38M | 0.88% | −215−6.6% | Reduced |
| Augustine Asset Management Inc | 3,060 | $1.39M | 0.58% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,062 | $1.39M | 0.39% | +70+2.3% | Added |
| Western Wealth Management, LLC | 3,063 | $1.39M | 0.11% | −1,405−31.4% | Reduced |
| Evernest Financial Advisors, LLC | 3,005 | $1.39M | 0.66% | −384−11.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,077 | $1.40M | 0.38% | −40−1.3% | Reduced |
| JJJ Advisors Inc. | 3,100 | $1.41M | 0.30% | −886−22.2% | Reduced |
| Harbour Trust & Investment Management Co | 3,109 | $1.41M | 0.18% | −9−0.3% | Reduced |
| PFG Advisors | 3,116 | $1.42M | 0.10% | +403+14.9% | Added |
| Moser Wealth Advisors, LLC | 3,118 | $1.42M | 0.79% | +220+7.6% | Added |
| Guerra Pan Advisors, LLC | 3,119 | $1.42M | 1.31% | −200−6.0% | Reduced |
| Independent Financial Group, LLC | 3,121 | $1.42M | 0.07% | −126−3.9% | Reduced |
| Guardian Wealth Management, Inc. | 3,140 | $1.43M | 1.10% | −514−14.1% | Reduced |
| First Financial Bank - Trust Division | 3,164 | $1.44M | 0.14% | −246−7.2% | Reduced |
| Proficio Capital Partners LLC | 3,173 | $1.44M | 0.16% | +121+4.0% | Added |
| Whittier Trust Co of Nevada Inc | 3,184 | $1.45M | 0.04% | +7+0.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,187 | $1.45M | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,189 | $1.45M | 0.37% | +26+0.8% | Added |
| Wellington Shields Capital Management, LLC | 3,195 | $1.45M | 0.27% | 00.0% | Unchanged |
| OV Management LLC | 3,200 | $1.46M | 1.06% | 00.0% | Unchanged |
| Axq Capital, LP | 3,200 | $1.46M | 0.35% | +800+33.3% | Added |
| Beaton Management Co. Inc. | 3,204 | $1.46M | 0.79% | −45−1.4% | Reduced |
| GHP Investment Advisors, Inc. | 3,215 | $1.46M | 0.07% | +504+18.6% | Added |
| Eagle Rock Investment Company, LLC | 3,217 | $1.46M | 0.27% | +170+5.6% | Added |
| Pullen Investment Management, LLC | 3,218 | $1.46M | 1.24% | +3,218 | New |
| Premier Path Wealth Partners, LLC | 3,231 | $1.46M | 0.28% | −55−1.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,221 | $1.47M | 0.08% | −262−7.5% | Reduced |
| BluePath Capital Management, LLC | 3,225 | $1.47M | 1.13% | +268+9.1% | Added |
| Great Diamond Partners, LLC | 3,228 | $1.47M | 0.34% | −108−3.2% | Reduced |
| Cunning Capital Partners, LP | 3,255 | $1.48M | 0.82% | 00.0% | Unchanged |
| Sabal Trust CO | 3,267 | $1.49M | 0.09% | −848−20.6% | Reduced |
| Royal Fund Management, LLC | 3,253 | $1.49M | 0.17% | +230+7.6% | Added |
| Vectors Research Management, LLC | 3,270 | $1.49M | 0.42% | +1,609+96.9% | Added |
| Greenup Street Wealth Management LLC | 3,273 | $1.49M | 0.38% | +1,125+52.4% | Added |
| Garner Asset Management Corp | 3,279 | $1.49M | 0.76% | +150+4.8% | Added |
| Lindenwold Advisors | 3,283 | $1.49M | 0.80% | +30+0.9% | Added |
| Gray Wealth Management Inc. | 3,286 | $1.49M | 0.67% | −181−5.2% | Reduced |
| Rice Partnership, LLC | 3,288 | $1.50M | 0.35% | −3−0.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,289 | $1.50M | 1.33% | −155−4.5% | Reduced |
| Castle Rock Wealth Management, LLC | 3,244 | $1.50M | 0.41% | +240+8.0% | Added |
| Taylor Financial Group, Inc. | 3,300 | $1.50M | 1.14% | −120−3.5% | Reduced |
| Paradigm Asset Management Co LLC | 3,300 | $1.50M | 0.38% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 3,304 | $1.50M | 1.12% | +87+2.7% | Added |
| Alaethes Wealth LLC | 3,305 | $1.50M | 0.66% | −11−0.3% | Reduced |
| Altfest L J & Co Inc | 3,311 | $1.51M | 0.22% | −143−4.1% | Reduced |
| Islay Capital Management, LLC | 3,317 | $1.51M | 1.12% | −15−0.5% | Reduced |
| Tyche Wealth Partners LLC | 3,326 | $1.51M | 0.37% | −811−19.6% | Reduced |
| Fundamentun, LLC | 3,331 | $1.52M | 0.15% | −397−10.6% | Reduced |
| Segment Wealth Management, LLC | 3,337 | $1.52M | 0.12% | −524−13.6% | Reduced |
| Red Cedar Investment Management, LLC | 3,341 | $1.52M | 0.19% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,344 | $1.52M | 0.16% | −15−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,301 | $1.52M | 0.02% | −45−1.3% | Reduced |
| Optimum Investment Advisors | 3,350 | $1.52M | 0.70% | 00.0% | Unchanged |
| New Hampshire Trust | 3,352 | $1.52M | 0.36% | +27+0.8% | Added |
| Counterweight Ventures, LLC | 3,353 | $1.53M | 1.23% | −215−6.0% | Reduced |
| Pflug Koory, LLC | 3,353 | $1.53M | 0.75% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 3,362 | $1.53M | 1.39% | +1,230+57.7% | Added |
| Mayflower Financial Advisors, LLC | 3,365 | $1.53M | 0.26% | +10+0.3% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 3,367 | $1.53M | 1.27% | +3,367 | New |
| Milestone Asset Management, LLC | 3,391 | $1.54M | 0.44% | +2,438+255.8% | Added |
| Highview Capital Management LLC | 3,393 | $1.54M | 0.69% | −414−10.9% | Reduced |
| Financial Advocates Investment Management | 3,412 | $1.55M | 0.09% | +90+2.7% | Added |
| Profund Advisors LLC | 3,424 | $1.56M | 0.06% | +283+9.0% | Added |
| Coastline Trust Co | 3,438 | $1.56M | 0.19% | −3,591−51.1% | Reduced |
| Capital Investment Counsel, LLC | 3,445 | $1.57M | 0.34% | +2,320+206.2% | Added |
| Flagship Harbor Advisors, LLC | 3,455 | $1.57M | 0.10% | +132+4.0% | Added |
| W Advisors, LLC | 3,465 | $1.58M | 1.08% | +4+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 3,466 | $1.58M | 0.17% | −327−8.6% | Reduced |
| D.B. Root & Company, LLC | 3,466 | $1.58M | 0.53% | +158+4.8% | Added |
| Legal Advantage Investments, Inc. | 3,470 | $1.58M | 0.88% | −56−1.6% | Reduced |
| Aull & Monroe Investment Management Corp | 3,474 | $1.58M | 0.72% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 3,470 | $1.58M | 0.38% | +299+9.4% | Added |
| Rodgers Brothers Inc. | 3,489 | $1.59M | 0.22% | +1,900+119.6% | Added |