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; 2,795 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 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 5,382 | $2.45M | 0.09% | +557+11.5% | Added |
| Evergreen Wealth Management, LLC | 5,383 | $2.45M | 1.66% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,384 | $2.45M | 0.44% | +96+1.8% | Added |
| Arvest Investments, Inc. | 5,412 | $2.46M | 0.39% | −930−14.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 5,445 | $2.47M | 0.63% | +421+8.4% | Added |
| WealthShield Partners, LLC | 5,388 | $2.47M | 0.40% | +1,942+56.4% | Added |
| Clearstead Advisors, LLC | 5,264 | $2.48M | 0.12% | +40+0.8% | Added |
| Gateway Investment Advisers LLC | 5,446 | $2.48M | 0.03% | +256+4.9% | Added |
| Castellan Group, LLC | 5,447 | $2.48M | 1.27% | +65+1.2% | Added |
| RMB Capital Management, LLC | 5,450 | $2.48M | 0.06% | +3,149+136.9% | Added |
| Shilanski & Associates, Inc. | 5,454 | $2.48M | 0.86% | +51+0.9% | Added |
| Koshinski Asset Management, Inc. | 5,473 | $2.49M | 0.26% | +1,118+25.7% | Added |
| Wimmer Associates 1, LLC | 5,475 | $2.49M | 1.31% | −5−0.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,475 | $2.49M | 0.89% | +506+10.2% | Added |
| Integrated Advisors Network LLC | 5,484 | $2.49M | 0.13% | +979+21.7% | Added |
| Arkadios Wealth Advisors | 5,504 | $2.50M | 0.19% | +121+2.2% | Added |
| RFG Advisory, LLC | 5,522 | $2.51M | 0.09% | +859+18.4% | Added |
| Glen Eagle Advisors, LLC | 5,579 | $2.54M | 0.48% | −48−0.9% | Reduced |
| Beacon Investment Advisors LLC | 5,585 | $2.54M | 1.45% | +45+0.8% | Added |
| AE Wealth Management LLC | 5,603 | $2.55M | 0.03% | −48,898−89.7% | Reduced |
| Novare Capital Management LLC | 5,613 | $2.55M | 0.23% | −14,164−71.6% | Reduced |
| Resources Management Corp | 5,621 | $2.56M | 0.37% | −1,285−18.6% | Reduced |
| Strategic Planning Group, LLC | 5,629 | $2.56M | 0.64% | +1,031+22.4% | Added |
| Citizens Business Bank | 5,635 | $2.56M | 0.53% | −134−2.3% | Reduced |
| ICW Investment Advisors LLC | 5,635 | $2.56M | 1.14% | +65+1.2% | Added |
| VisionPoint Advisory Group, LLC | 5,649 | $2.57M | 0.93% | +411+7.8% | Added |
| KCM Investment Advisors LLC | 5,654 | $2.57M | 0.09% | −102−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,682 | $2.58M | 0.09% | −86−1.5% | Reduced |
| HBW Advisory Services LLC | 5,722 | $2.59M | 0.49% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 5,703 | $2.59M | 0.25% | −493−8.0% | Reduced |
| Gunn & Co Investment Management, Inc. | 5,743 | $2.61M | 1.96% | −74,586−92.9% | Reduced |
| Steel Peak Wealth Management LLC | 5,745 | $2.61M | 0.13% | +1,328+30.1% | Added |
| Voya Financial Advisors, Inc. | 5,740 | $2.62M | 0.30% | −207−3.5% | Reduced |
| StoneX Group Inc. | 5,758 | $2.62M | 0.23% | +359+6.6% | Added |
| Bleakley Financial Group, LLC | 5,810 | $2.64M | 0.08% | −300−4.9% | Reduced |
| Paradigm Financial Partners, LLC | 5,821 | $2.65M | 0.57% | +513+9.7% | Added |
| Wetherby Asset Management Inc | 5,829 | $2.65M | 0.13% | −306−5.0% | Reduced |
| Wendell David Associates Inc | 5,852 | $2.66M | 0.27% | +568+10.7% | Added |
| Tealwood Asset Management Inc | 5,863 | $2.67M | 1.20% | +50+0.9% | Added |
| Rakuten Investment Management, Inc. | 5,878 | $2.67M | 0.02% | +5,330+972.6% | Added |
| BigSur Wealth Management LLC | 5,890 | $2.68M | 0.84% | +3,500+146.4% | Added |
| Leelyn Smith, LLC | 5,938 | $2.70M | 0.54% | −190−3.1% | Reduced |
| Blue Chip Partners, Inc. | 5,960 | $2.71M | 0.26% | −146−2.4% | Reduced |
| Ascension Asset Management LLC | 5,960 | $2.71M | 1.46% | +5,960 | New |
| Harbor Capital Advisors, Inc. | 5,992 | $2.73M | 0.36% | −167−2.7% | Reduced |
| Allen Wealth Management, LLC | 6,016 | $2.74M | 2.41% | −97−1.6% | Reduced |
| Adirondack Trust Co | 6,017 | $2.74M | 1.15% | −22−0.4% | Reduced |
| OMC Financial Services LTD | 6,060 | $2.76M | 1.40% | +6,060 | New |
| HRT Financial LP | 6,071 | $2.76M | 0.02% | −38,725−86.4% | Reduced |
| Brown Brothers Harriman & Co | 6,082 | $2.77M | 0.02% | −9−0.1% | Reduced |
| Hall Capital Management Co Inc | 6,085 | $2.77M | 1.37% | +11+0.2% | Added |
| Hennessy Advisors Inc | 6,100 | $2.77M | 0.12% | +6,100 | New |
| Capital Planning Advisors, LLC | 6,102 | $2.78M | 0.49% | +87+1.4% | Added |
| Wolverine Trading, LLC | 6,107 | $2.78M | 0.03% | +2,105+52.6% | Added |
| Kingswood Wealth Advisors, LLC | 6,123 | $2.79M | 0.32% | −8,035−56.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,136 | $2.79M | 0.15% | −1,032−14.4% | Reduced |
| 1st Source Bank | 6,144 | $2.79M | 0.16% | +54+0.9% | Added |
| Moloney Securities Asset Management, LLC | 6,179 | $2.81M | 0.42% | −79−1.3% | Reduced |
| Cohen Klingenstein LLC | 6,200 | $2.82M | 0.10% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 6,255 | $2.85M | 0.53% | +467+8.1% | Added |
| Community Bank, N.A. | 6,259 | $2.85M | 0.37% | −433−6.5% | Reduced |
| Essex Financial Services, Inc. | 6,299 | $2.87M | 0.26% | +45+0.7% | Added |
| Fisher Asset Management, LLC | 6,303 | $2.87M | 0.00% | −550−8.0% | Reduced |
| Alta Capital Management LLC | 6,309 | $2.87M | 0.18% | +493+8.5% | Added |
| Abbot Financial Management, Inc. | 6,326 | $2.88M | 1.59% | +16+0.3% | Added |
| Acorn Financial Advisory Services Inc | 6,341 | $2.88M | 0.54% | +810+14.6% | Added |
| Capital International Inc | 6,350 | $2.89M | 0.04% | −1,452−18.6% | Reduced |
| Hohimer Wealth Management, LLC | 6,373 | $2.90M | 0.68% | −1,551−19.6% | Reduced |
| GSB Wealth Management, LLC | 6,378 | $2.90M | 0.82% | +196+3.2% | Added |
| Navellier & Associates Inc | 6,380 | $2.90M | 0.36% | −399−5.9% | Reduced |
| Archford Capital Strategies, LLC | 6,389 | $2.91M | 0.49% | −59−0.9% | Reduced |
| Empire Financial Management Company, LLC | 6,394 | $2.91M | 0.96% | +372+6.2% | Added |
| Tower Bridge Advisors | 6,397 | $2.91M | 0.30% | +440+7.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,400 | $2.91M | 0.33% | +6,400 | New |
| Agf Management Ltd | 6,423 | $2.92M | 0.02% | −1,405−17.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,427 | $2.92M | 0.20% | +184+2.9% | Added |
| Proequities, Inc. | 6,396 | $2.93M | 0.19% | +154+2.5% | Added |
| Hilltop Holdings Inc. | 6,458 | $2.94M | 0.33% | +197+3.1% | Added |
| Fort Pitt Capital Group, LLC | 6,501 | $2.96M | 0.09% | +234+3.7% | Added |
| Daymark Wealth Partners, LLC | 20,471 | $2.96M | 0.16% | −529−2.5% | Reduced |
| Quantbot Technologies LP | 6,513 | $2.96M | 0.17% | +3,620+125.1% | Added |
| Nicholas Company, Inc. | 6,520 | $2.97M | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 6,642 | $2.97M | 0.20% | −1,282−16.2% | Reduced |
| Chesapeake Asset Management LLC | 6,528 | $2.97M | 2.94% | −573−8.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,547 | $2.98M | 0.03% | −332−4.8% | Reduced |
| Whittier Trust Co | 6,564 | $2.99M | 0.04% | +141+2.2% | Added |
| Weik Capital Management | 6,568 | $2.99M | 1.27% | +555+9.2% | Added |
| Torray LLC | 6,570 | $2.99M | 0.45% | +752+12.9% | Added |
| Exchange Capital Management, Inc. | 6,573 | $2.99M | 0.49% | −6−0.1% | Reduced |
| Highland Capital Management, LLC | 6,586 | $3.00M | 0.17% | −60−0.9% | Reduced |
| Belpointe Asset Management LLC | 6,644 | $3.02M | 0.23% | +279+4.4% | Added |
| Marino, Stram & Associates LLC | 6,669 | $3.03M | 0.72% | +173+2.7% | Added |
| Archer Investment Corp | 6,689 | $3.04M | 0.91% | +497+8.0% | Added |
| Trilogy Capital Inc. | 6,706 | $3.05M | 0.18% | +6,706 | New |
| Lake Street Advisors Group, LLC | 6,715 | $3.05M | 0.14% | +67+1.0% | Added |
| Ameritas Advisory Services, LLC | 6,637 | $3.06M | 0.13% | +1,020+18.2% | Added |
| Chicago Trust Co NA | 6,735 | $3.06M | 0.63% | −591−8.1% | Reduced |
| Johnson Financial Group, Inc. | 6,728 | $3.07M | 0.17% | +259+4.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,782 | $3.08M | 0.09% | −147−2.1% | Reduced |
| McDonough Capital Management, Inc | 6,782 | $3.08M | 2.43% | +194+2.9% | Added |