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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 3,499 | $1.59M | 0.03% | +22+0.6% | Added |
| Oakworth Capital, Inc. | 3,502 | $1.59M | 0.12% | −13−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 3,511 | $1.60M | 0.01% | +21+0.6% | Added |
| Pure Financial Advisors, Inc. | 3,525 | $1.60M | 0.05% | +10.0% | Added |
| TCM Advisors, LLC | – | $1.61M | 1.26% | – | – |
| Moneta Group Investment Advisors LLC | 3,546 | $1.61M | 0.03% | +851+31.6% | Added |
| NorthRock Partners, LLC | 3,527 | $1.61M | 0.06% | +133+3.9% | Added |
| Asset Dedication, LLC | 3,556 | $1.62M | 0.12% | −76−2.1% | Reduced |
| Investment Management Corp of Ontario | 3,564 | $1.62M | 0.05% | −1,600−31.0% | Reduced |
| Schmidt P J Investment Management Inc | 3,572 | $1.62M | 0.31% | +158+4.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,498 | $1.63M | 0.68% | +42+1.2% | Added |
| Scott & Selber, Inc. | 3,580 | $1.63M | 0.55% | −4−0.1% | Reduced |
| Walleye Capital LLC | 3,584 | $1.63M | 0.02% | −58,219−94.2% | Reduced |
| Herold Advisors, Inc. | 3,589 | $1.63M | 0.39% | +141+4.1% | Added |
| Holderness Investments Co | 3,597 | $1.64M | 0.40% | +96+2.7% | Added |
| Westhampton Capital, LLC | 3,598 | $1.64M | 0.89% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,599 | $1.64M | 1.41% | +9+0.3% | Added |
| Convergence Investment Partners, LLC | 3,625 | $1.65M | 0.63% | +166+4.8% | Added |
| Grey Street Capital, LLC | 3,636 | $1.65M | 0.22% | +3,636 | New |
| Central Bank & Trust Co | 3,651 | $1.66M | 0.24% | −91−2.4% | Reduced |
| Ethic Inc. | 3,653 | $1.66M | 0.04% | −271−6.9% | Reduced |
| Sunbelt Securities, Inc. | 3,672 | $1.67M | 0.19% | +422+13.0% | Added |
| FCG Investment Co | 3,672 | $1.67M | 1.34% | +291+8.6% | Added |
| Matrix Trust Co | 3,677 | $1.67M | 0.38% | −4−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,684 | $1.68M | 0.41% | −68−1.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,686 | $1.68M | 0.13% | −101−2.7% | Reduced |
| First City Capital Management, Inc. | 3,702 | $1.68M | 0.93% | −92−2.4% | Reduced |
| PBMares Wealth Management LLC | 3,713 | $1.69M | 0.44% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,713 | $1.69M | 1.09% | −10−0.3% | Reduced |
| Allianz Asset Management GmbH | 3,715 | $1.69M | 0.00% | +803+27.6% | Added |
| William Allan, LLC | 3,719 | $1.69M | 1.12% | +288+8.4% | Added |
| Farther Finance Advisors, LLC | 3,740 | $1.69M | 0.10% | +821+28.1% | Added |
| Investors Asset Management of Georgia Inc | 3,728 | $1.70M | 0.80% | −262−6.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,728 | $1.70M | 0.10% | −189−4.8% | Reduced |
| PYA Waltman Capital, LLC | 3,729 | $1.70M | 0.63% | +467+14.3% | Added |
| Public Sector Pension Investment Board | 3,733 | $1.70M | 0.01% | −982−20.8% | Reduced |
| Thrive Wealth Management, LLC | 3,736 | $1.70M | 0.35% | +39+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 3,738 | $1.70M | 0.07% | −335−8.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 3,746 | $1.70M | 1.56% | −26−0.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 3,750 | $1.71M | 0.45% | −695−15.6% | Reduced |
| Aureus Asset Management, LLC | 3,751 | $1.71M | 0.12% | −2,491−39.9% | Reduced |
| Brighton Jones LLC | 3,764 | $1.71M | 0.06% | +109+3.0% | Added |
| Anchor Investment Management, LLC | 3,805 | $1.73M | 0.18% | +4+0.1% | Added |
| Compagnie Lombard Odier SCmA | 3,805 | $1.73M | 0.03% | +130+3.5% | Added |
| Buckley Wealth Management, LLC | 3,815 | $1.74M | 0.56% | −50−1.3% | Reduced |
| Symmetry Investments LP | 3,832 | $1.74M | 0.18% | +2,535+195.5% | Added |
| Ballentine Partners, LLC | 3,833 | $1.74M | 0.03% | +383+11.1% | Added |
| Verition Fund Management LLC | 3,835 | $1.74M | 0.02% | +523+15.8% | Added |
| Warren Averett Asset Management, LLC | 3,839 | $1.75M | 0.04% | +2,408+168.3% | Added |
| Probity Advisors, Inc. | 3,847 | $1.75M | 0.36% | +394+11.4% | Added |
| Procyon Private Wealth Partners, LLC | 3,849 | $1.75M | 0.14% | +10.0% | Added |
| High Note Wealth, LLC | 3,851 | $1.75M | 0.57% | +514+15.4% | Added |
| Claro Advisors LLC | 3,858 | $1.76M | 0.31% | +168+4.6% | Added |
| First Citizens Bank & Trust Co | 3,876 | $1.76M | 0.03% | +718+22.7% | Added |
| SeaCrest Wealth Management, LLC | 3,891 | $1.77M | 0.22% | −1,345−25.7% | Reduced |
| Epacria Capital Partners, LLC | 3,900 | $1.77M | 1.29% | 00.0% | Unchanged |
| IAM Advisory, LLC | 3,913 | $1.78M | 0.49% | +81+2.1% | Added |
| Horizon Investments, LLC | 3,915 | $1.78M | 0.05% | −106−2.6% | Reduced |
| Bollard Group LLC | 3,921 | $1.78M | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4,003 | $1.79M | 0.79% | −20−0.5% | Reduced |
| Roundview Capital LLC | 3,949 | $1.80M | 0.15% | +52+1.3% | Added |
| Acropolis Investment Management, LLC | 3,961 | $1.80M | 0.12% | −70−1.7% | Reduced |
| Country Club Bank | 3,969 | $1.81M | 0.13% | −47−1.2% | Reduced |
| Optimist Retirement Group LLC | 3,970 | $1.81M | 0.93% | +679+20.6% | Added |
| Wealth Alliance | 3,990 | $1.81M | 0.24% | −117−2.8% | Reduced |
| Wright Investors Service Inc | 3,990 | $1.82M | 0.46% | +58+1.5% | Added |
| Greenwood Capital Associates LLC | 3,995 | $1.82M | 0.24% | +67+1.7% | Added |
| Meeder Advisory Services, Inc. | 4,002 | $1.82M | 0.19% | −20−0.5% | Reduced |
| Balentine LLC | 4,013 | $1.83M | 0.05% | −3,964−49.7% | Reduced |
| FDx Advisors, Inc. | 4,022 | $1.83M | 0.28% | −512−11.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 4,032 | $1.83M | 1.44% | +3+0.1% | Added |
| Quest Partners LLC | 4,033 | $1.83M | 0.32% | +686+20.5% | Added |
| Main Street Financial Solutions, LLC | 4,034 | $1.84M | 0.20% | +235+6.2% | Added |
| Rehmann Capital Advisory Group | 4,041 | $1.84M | 0.14% | +11+0.3% | Added |
| Paralel Advisors LLC | 4,046 | $1.84M | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 4,053 | $1.84M | 0.43% | −100−2.4% | Reduced |
| Aviso Wealth Management | 4,056 | $1.85M | 1.16% | +599+17.3% | Added |
| Stiles Financial Services Inc | 4,051 | $1.85M | 0.74% | +1,023+33.8% | Added |
| JGP Wealth Management, LLC | 4,086 | $1.86M | 0.27% | −18−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,092 | $1.86M | 0.01% | +726+21.6% | Added |
| Commonwealth Financial Services, LLC | 4,112 | $1.86M | 0.44% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 4,109 | $1.87M | 0.43% | +4,109 | New |
| Payden & Rygel | 4,120 | $1.87M | 0.13% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 4,120 | $1.87M | 0.13% | +4,120 | New |
| Lakeview Capital Partners, LLC | 4,137 | $1.88M | 0.31% | +92+2.3% | Added |
| Kirtland Hills Capital Management, LLC | 4,035 | $1.88M | 1.62% | +4,035 | New |
| Qsemble Capital Management, LP | 4,147 | $1.89M | 0.41% | −2,485−37.5% | Reduced |
| XTX Topco Ltd | 4,165 | $1.89M | 0.26% | +4,165 | New |
| EPG Wealth Management LLC | 4,169 | $1.90M | 0.46% | +44+1.1% | Added |
| RB Capital Management, LLC | 4,172 | $1.90M | 0.51% | +197+5.0% | Added |
| Ronald Blue Trust, Inc. | 4,175 | $1.90M | 0.03% | −349−7.7% | Reduced |
| Smithfield Trust Co | 4,192 | $1.91M | 0.10% | −12−0.3% | Reduced |
| Caxton Associates LP | 4,193 | $1.91M | 0.13% | −243−5.5% | Reduced |
| Decatur Capital Management, Inc. | 4,196 | $1.91M | 1.04% | −41−1.0% | Reduced |
| River Wealth Advisors LLC | 4,198 | $1.91M | 0.28% | −136−3.1% | Reduced |
| Cobblestone Capital Advisors LLC | 4,205 | $1.91M | 0.12% | −85−2.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,971 | $1.92M | 1.36% | +2,494+168.9% | Added |
| Parallel Advisors, LLC | 4,256 | $1.94M | 0.05% | −112−2.6% | Reduced |
| Crestwood Advisors Group LLC | 4,272 | $1.94M | 0.04% | +215+5.3% | Added |
| Mission Wealth Management, LP | 4,295 | $1.95M | 0.05% | +686+19.0% | Added |