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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 4,320 | $1.97M | 0.27% | +579+15.5% | Added |
| Insigneo Advisory Services, LLC | 4,326 | $1.97M | 0.23% | +126+3.0% | Added |
| Blackhawk Capital Partners LLC. | 4,334 | $1.97M | 1.23% | −262−5.7% | Reduced |
| Prosperitas Financial LLC | 4,345 | $1.98M | 1.27% | +753+21.0% | Added |
| Exeter Financial, LLC | 4,356 | $1.98M | 0.91% | +184+4.4% | Added |
| Capital City Trust Co | 4,355 | $1.98M | 0.55% | +143+3.4% | Added |
| First Command Advisory Services, Inc. | 4,376 | $1.99M | 0.02% | +30+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,375 | $1.99M | 0.35% | +35+0.8% | Added |
| Hartline Investment Corp | 4,375 | $1.99M | 0.35% | +2,219+102.9% | Added |
| Icon Advisers Inc | 4,400 | $1.99M | 0.43% | 00.0% | Unchanged |
| L.M. Kohn & Company | 4,380 | $1.99M | 0.56% | +261+6.3% | Added |
| Cypress Capital Management LLC (WY) | 4,354 | $1.99M | 2.13% | −23−0.5% | Reduced |
| Evercore Wealth Management, LLC | 4,394 | $2.00M | 0.03% | −576−11.6% | Reduced |
| River Road Asset Management, LLC | 4,397 | $2.00M | 0.03% | −2,709−38.1% | Reduced |
| Harmony Asset Management LLC | 4,406 | $2.00M | 0.83% | +13+0.3% | Added |
| Mystic Asset Management, Inc. | 4,414 | $2.01M | 0.83% | +15+0.3% | Added |
| TrinityPoint Wealth, LLC | 4,416 | $2.01M | 0.33% | +468+11.9% | Added |
| Federated Hermes, Inc. | 4,424 | $2.01M | 0.00% | −382−7.9% | Reduced |
| Kornitzer Capital Management Inc | 4,433 | $2.02M | 0.04% | −29−0.6% | Reduced |
| Advisory Research Inc | 4,455 | $2.03M | 0.40% | −818−15.5% | Reduced |
| Forum Financial Management, LP | 4,485 | $2.04M | 0.03% | +74+1.7% | Added |
| Thoroughbred Financial Services, LLC | 4,499 | $2.05M | 0.20% | −3,023−40.2% | Reduced |
| Zurich Insurance Group Ltd | 4,500 | $2.05M | 0.02% | 00.0% | Unchanged |
| Pachira Investments Inc. | 4,504 | $2.05M | 1.67% | −197−4.2% | Reduced |
| Icon Wealth Advisors, LLC | 4,520 | $2.06M | 0.19% | −730−13.9% | Reduced |
| Fulton Bank, N.A. | 4,533 | $2.06M | 0.08% | −66−1.4% | Reduced |
| Semmax Financial Advisors Inc. | 4,386 | $2.06M | 0.68% | −35−0.8% | Reduced |
| Powers Advisory Group, LLC | 4,544 | $2.07M | 1.18% | +46+1.0% | Added |
| Bank Ozk | 4,569 | $2.08M | 0.93% | −96−2.1% | Reduced |
| Heritage Trust Co | 4,590 | $2.09M | 0.28% | +186+4.2% | Added |
| Signaturefd, LLC | 4,599 | $2.09M | 0.04% | −916−16.6% | Reduced |
| Cinctive Capital Management LP | 4,606 | $2.10M | 0.11% | +4,606 | New |
| Signature Wealth Management Group | 4,547 | $2.11M | 0.96% | −31−0.7% | Reduced |
| BFSG, LLC | 4,644 | $2.11M | 0.28% | +187+4.2% | Added |
| Meyer Handelman Co | 4,649 | $2.11M | 0.07% | +764+19.7% | Added |
| Checchi Capital Advisers, LLC | 4,660 | $2.12M | 0.17% | −35−0.7% | Reduced |
| Truvestments Capital LLC | 4,691 | $2.13M | 0.82% | +3,999+577.9% | Added |
| West Oak Capital, LLC | 4,704 | $2.14M | 0.91% | −410−8.0% | Reduced |
| Smith, Salley & Associates | 4,711 | $2.14M | 0.17% | −2,304−32.8% | Reduced |
| Cornercap Investment Counsel Inc | 4,734 | $2.15M | 0.33% | +4,734 | New |
| Investment Research & Advisory Group, Inc. | 4,742 | $2.16M | 1.00% | +4,742 | New |
| Sandy Spring Bank | 4,750 | $2.16M | 0.10% | −229−4.6% | Reduced |
| Lantz Financial LLC | 4,759 | $2.16M | 0.70% | +148+3.2% | Added |
| KKM Financial LLC | 4,769 | $2.17M | 1.06% | +593+14.2% | Added |
| We Are One Seven, LLC | 4,777 | $2.17M | 0.11% | −1,464−23.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,779 | $2.17M | 0.23% | −394−7.6% | Reduced |
| First Manhattan Co | 4,783 | $2.18M | 0.01% | −4−0.1% | Reduced |
| CoreCap Advisors, LLC | 4,794 | $2.18M | 0.12% | +18+0.4% | Added |
| Magnus Financial Group LLC | 4,804 | $2.19M | 0.26% | +197+4.3% | Added |
| Fca Corp | 4,820 | $2.19M | 0.71% | +113+2.4% | Added |
| Redwood Investment Management, LLC | 4,846 | $2.20M | 0.21% | +1,165+31.6% | Added |
| Lipe & Dalton | 4,855 | $2.21M | 1.14% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 4,861 | $2.21M | 0.37% | −122−2.4% | Reduced |
| SWMG, LLC | 4,879 | $2.22M | 1.00% | +2,953+153.3% | Added |
| Harbour Investments, Inc. | 4,889 | $2.22M | 0.08% | +912+22.9% | Added |
| Verdence Capital Advisors LLC | 4,900 | $2.23M | 0.20% | +1,057+27.5% | Added |
| Csenge Advisory Group | 4,908 | $2.23M | 0.13% | −286−5.5% | Reduced |
| Greenfield Savings Bank | 4,920 | $2.24M | 1.18% | −80−1.6% | Reduced |
| Slagle Financial, LLC | 4,922 | $2.24M | 1.21% | −4,392−47.2% | Reduced |
| Applied Capital LLC | 4,927 | $2.24M | 1.82% | +79+1.6% | Added |
| Boit C F David | 4,860 | $2.24M | 1.23% | +2,100+76.1% | Added |
| NEOS Investment Management LLC | 4,958 | $2.26M | 0.14% | +1,828+58.4% | Added |
| CNB Bank | 4,964 | $2.26M | 1.10% | +229+4.8% | Added |
| Mesirow Financial Investment Management, Inc. | 4,989 | $2.27M | 0.05% | +1,211+32.1% | Added |
| Pitcairn Co | 4,998 | $2.27M | 0.15% | +2,238+81.1% | Added |
| Ally Financial Inc. | 5,000 | $2.27M | 0.31% | +5,000 | New |
| Ritholtz Wealth Management | 5,003 | $2.28M | 0.08% | −2,751−35.5% | Reduced |
| Jmac Enterprises LLC | 5,014 | $2.28M | 0.42% | −601−10.7% | Reduced |
| Guyasuta Investment Advisors Inc | 5,058 | $2.29M | 0.17% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 5,050 | $2.30M | 0.61% | +175+3.6% | Added |
| Access Financial Services, Inc. | 5,075 | $2.31M | 1.03% | +222+4.6% | Added |
| Cypress Capital, LLC | 5,080 | $2.31M | 0.63% | −153−2.9% | Reduced |
| Boomfish Wealth Group, LLC | 5,099 | $2.32M | 1.56% | +461+9.9% | Added |
| Great Lakes Retirement, Inc. | 5,100 | $2.32M | 0.34% | −1,043−17.0% | Reduced |
| LWMG, LLC | 5,106 | $2.32M | 0.54% | −32−0.6% | Reduced |
| Ontario Teachers Pension Plan Board | 5,112 | $2.33M | 0.02% | +5,112 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,131 | $2.33M | 0.00% | +2,970+137.4% | Added |
| Tokio Marine Asset Management Co Ltd | 5,141 | $2.34M | 0.12% | +242+4.9% | Added |
| Moseley Investment Management Inc | 5,143 | $2.34M | 1.16% | −238−4.4% | Reduced |
| Private Trust Co NA | 5,166 | $2.35M | 0.25% | +79+1.6% | Added |
| Fort Sheridan Advisors LLC | 5,176 | $2.35M | 0.44% | +179+3.6% | Added |
| Cutter & CO Brokerage, Inc. | 5,181 | $2.36M | 0.58% | +4,251+457.1% | Added |
| Meridian Wealth Management, LLC | 5,189 | $2.36M | 0.39% | −502−8.8% | Reduced |
| IFP Advisors, Inc | 5,188 | $2.36M | 0.10% | −2,420−31.8% | Reduced |
| Continuum Advisory, LLC | 5,042 | $2.36M | 0.35% | −211−4.0% | Reduced |
| Boston Private Wealth LLC | 5,217 | $2.37M | 0.05% | −38−0.7% | Reduced |
| Mycio Wealth Partners, LLC | 5,230 | $2.38M | 0.60% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 5,250 | $2.39M | 0.36% | +42+0.8% | Added |
| Abner Herrman & Brock LLC | 5,253 | $2.39M | 0.30% | +25+0.5% | Added |
| Cyndeo Wealth Partners, LLC | 5,261 | $2.39M | 0.20% | +8+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,272 | $2.40M | 0.39% | +1,960+59.2% | Added |
| Sage Investment Advisers LLC | 5,280 | $2.40M | 2.75% | +1,195+29.3% | Added |
| Certified Advisory Corp | 5,286 | $2.40M | 0.34% | +384+7.8% | Added |
| Concentric Capital Strategies, LP | 5,297 | $2.41M | 0.15% | +5,297 | New |
| Robbins Farley LLC | 5,306 | $2.41M | 1.33% | −69−1.3% | Reduced |
| SevenBridge Financial Group, LLC | 5,228 | $2.41M | 0.55% | −219−4.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,328 | $2.42M | 1.55% | −1,950−26.8% | Reduced |
| Capital Investment Advisory Services, LLC | 5,344 | $2.43M | 0.26% | +262+5.2% | Added |
| Crossmark Global Holdings, Inc. | 5,371 | $2.44M | 0.05% | −358−6.2% | Reduced |
| Veriti Management LLC | 5,373 | $2.44M | 0.18% | −553−9.3% | Reduced |