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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 6,784 | $3.09M | 0.12% | −238−3.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,824 | $3.10M | 0.08% | −165−2.4% | Reduced |
| Hengehold Capital Management LLC | 6,840 | $3.11M | 0.33% | +120+1.8% | Added |
| Klingenstein Fields & Co LP | 6,845 | $3.11M | 0.13% | −148−2.1% | Reduced |
| Savant Capital, LLC | 6,863 | $3.12M | 0.04% | +1,255+22.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,866 | $3.12M | 0.76% | +119+1.8% | Added |
| Metis Global Partners, LLC | 6,902 | $3.14M | 0.11% | −280−3.9% | Reduced |
| Caldwell Trust Co | 6,914 | $3.14M | 0.37% | −18−0.3% | Reduced |
| Holocene Advisors, LP | 6,918 | $3.15M | 0.01% | −12,120−63.7% | Reduced |
| Meixler Investment Management, Ltd. | 6,984 | $3.18M | 2.38% | +115+1.7% | Added |
| Viking Fund Management LLC | 7,000 | $3.18M | 0.58% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $3.18M | 0.75% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 7,002 | $3.19M | 0.71% | −5−0.1% | Reduced |
| Jacobi Capital Management LLC | 7,019 | $3.19M | 0.30% | −163−2.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,097 | $3.23M | 0.22% | −769−9.8% | Reduced |
| Northwest Investment Counselors, LLC | 7,102 | $3.23M | 0.79% | −68−0.9% | Reduced |
| PFG Investments, LLC | 7,115 | $3.24M | 0.20% | +4,926+225.0% | Added |
| MV Capital Management, Inc. | 7,130 | $3.24M | 0.37% | +889+14.2% | Added |
| Financial Advisory Service, Inc. | 7,140 | $3.25M | 0.29% | +198+2.9% | Added |
| Colonial Trust Co | 7,200 | $3.27M | 0.61% | +853+13.4% | Added |
| Summit Trail Advisors, LLC | 7,232 | $3.29M | 0.09% | +3,602+99.2% | Added |
| Principle Wealth Partners LLC | 7,265 | $3.30M | 0.26% | +160+2.3% | Added |
| Money Concepts Capital Corp | 7,273 | $3.31M | 0.31% | −47,378−86.7% | Reduced |
| Farmers Trust Co | 7,305 | $3.32M | 0.67% | −5,503−43.0% | Reduced |
| Hikari Power Ltd | 7,340 | $3.34M | 0.29% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,350 | $3.34M | 0.02% | +500+7.3% | Added |
| Financial Advisory Partners, LLC | 7,351 | $3.34M | 1.29% | −1,119−13.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,362 | $3.35M | 0.13% | −1,967−21.1% | Reduced |
| Greenleaf Trust | 7,377 | $3.36M | 0.03% | −438−5.6% | Reduced |
| Solidarilty Wealth, LLC | 7,500 | $3.41M | 1.07% | 00.0% | Unchanged |
| Arvest Trust Co N A | 7,502 | $3.41M | 0.19% | −182−2.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,510 | $3.42M | 0.37% | −19−0.3% | Reduced |
| Physicians Financial Services, Inc. | 7,561 | $3.44M | 1.21% | −35−0.5% | Reduced |
| Hoylecohen, LLC | 7,583 | $3.45M | 0.26% | +5+0.1% | Added |
| Orleans Capital Management Corp | 7,585 | $3.45M | 2.27% | −375−4.7% | Reduced |
| Phoenix Holdings Ltd. | 7,590 | $3.45M | 0.05% | +719+10.5% | Added |
| Richard Bernstein Advisors LLC | 7,607 | $3.46M | 0.07% | 00.0% | Unchanged |
| First American Bank | 7,610 | $3.46M | 0.26% | −21−0.3% | Reduced |
| Norinchukin Bank, The | 7,613 | $3.46M | 0.10% | −297−3.8% | Reduced |
| Princeton Global Asset Management LLC | 7,615 | $3.46M | 0.82% | −275−3.5% | Reduced |
| Illinois Municipal Retirement Fund | 7,636 | $3.47M | 0.05% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 7,637 | $3.47M | 0.10% | −1,922−20.1% | Reduced |
| Kinsale Capital Group, Inc. | 7,643 | $3.48M | 1.37% | +1,858+32.1% | Added |
| Welch & Forbes LLC | 7,647 | $3.48M | 0.05% | +171+2.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,657 | $3.48M | 0.15% | −3,263−29.9% | Reduced |
| King Luther Capital Management Corp | 7,661 | $3.48M | 0.02% | +66+0.9% | Added |
| Asio Capital, LLC | 7,616 | $3.49M | 0.74% | −61−0.8% | Reduced |
| HighPoint Advisor Group LLC | 7,465 | $3.51M | 0.25% | +503+7.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 7,724 | $3.51M | 1.31% | +4,428+134.3% | Added |
| Morton Community Bank | 7,770 | $3.53M | 1.02% | +494+6.8% | Added |
| Dividend Assets Capital, LLC | 7,867 | $3.58M | 0.75% | −7,980−50.4% | Reduced |
| Baxter Bros Inc | 7,869 | $3.58M | 0.46% | +83+1.1% | Added |
| Dakota Wealth Management | 7,917 | $3.60M | 0.09% | +2,331+41.7% | Added |
| AdvisorNet Financial, Inc | 7,936 | $3.61M | 0.35% | +195+2.5% | Added |
| Sage Capital Advisors,llc | 8,092 | $3.68M | 1.07% | +7,458+1,176.3% | Added |
| Linden Thomas Advisory Services, LLC | 8,093 | $3.68M | 0.59% | +26+0.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,140 | $3.70M | 2.39% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 8,214 | $3.74M | 1.31% | +319+4.0% | Added |
| Montag A & Associates Inc | 8,279 | $3.77M | 0.19% | −124−1.5% | Reduced |
| Trifecta Capital Advisors, LLC | 8,289 | $3.77M | 0.92% | +530+6.8% | Added |
| Family Legacy, Inc. | 8,294 | $3.77M | 1.36% | +113+1.4% | Added |
| Stanley-Laman Group, Ltd. | 8,322 | $3.79M | 0.53% | −34−0.4% | Reduced |
| Duality Advisers, LP | 8,337 | $3.79M | 0.37% | +4,519+118.4% | Added |
| Global Retirement Partners, LLC | 8,385 | $3.81M | 0.14% | +1,582+23.3% | Added |
| Gs Investments, Inc. | 8,411 | $3.83M | 1.85% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,420 | $3.83M | 0.24% | +260+3.2% | Added |
| Williams Jones Wealth Management, LLC. | 8,444 | $3.84M | 0.05% | +974+13.0% | Added |
| IFM Investors Pty Ltd | 8,475 | $3.86M | 0.04% | +8,475 | New |
| Whalerock Point Partners, LLC | 8,486 | $3.86M | 1.05% | +1,022+13.7% | Added |
| Visionary Wealth Advisors | 8,486 | $3.86M | 0.26% | +732+9.4% | Added |
| Barbara Oil Co. | 8,500 | $3.87M | 1.63% | 00.0% | Unchanged |
| Mendel Money Management | 8,511 | $3.87M | 1.79% | −214−2.5% | Reduced |
| Wintrust Investments LLC | 8,522 | $3.88M | 0.34% | +750+9.7% | Added |
| Kingfisher Capital LLC | 8,523 | $3.88M | 0.93% | −622−6.8% | Reduced |
| Diversified Trust Co | 8,546 | $3.89M | 0.12% | +3,642+74.3% | Added |
| Red Door Wealth Management, LLC | 8,615 | $3.92M | 0.76% | +405+4.9% | Added |
| Metropolitan Life Insurance Co | 8,674 | $3.95M | 0.17% | −315−3.5% | Reduced |
| Tritonpoint Wealth, LLC | 8,617 | $3.95M | 0.41% | −218−2.5% | Reduced |
| B&D White Capital Company, LLC | 8,710 | $3.96M | 0.88% | −9,005−50.8% | Reduced |
| Hallmark Capital Management Inc | 8,717 | $3.97M | 0.30% | −363−4.0% | Reduced |
| Townsend & Associates, Inc | 8,631 | $3.97M | 0.46% | −910−9.5% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 8,734 | $3.97M | 1.94% | +124+1.4% | Added |
| Kensington Investment Counsel, LLC | 8,762 | $3.99M | 1.82% | +613+7.5% | Added |
| RSM US Wealth Management LLC | 8,794 | $4.00M | 0.10% | +915+11.6% | Added |
| Traynor Capital Management, Inc. | 8,797 | $4.00M | 0.38% | +406+4.8% | Added |
| Altrius Capital Management Inc | 8,817 | $4.01M | 1.01% | +1,096+14.2% | Added |
| Shepherd Financial Partners LLC | 8,832 | $4.02M | 0.53% | +16+0.2% | Added |
| Penserra Capital Management LLC | 8,840 | $4.02M | 0.05% | −3,075−25.8% | Reduced |
| Bath Savings Trust Co | 8,856 | $4.03M | 0.43% | +1,071+13.8% | Added |
| Trust Co of Toledo NA | 8,868 | $4.03M | 0.63% | −339−3.7% | Reduced |
| Primoris Wealth Advisors, LLC | 8,878 | $4.04M | 3.24% | −37−0.4% | Reduced |
| Quantinno Capital Management LP | 8,879 | $4.04M | 0.09% | −5,858−39.8% | Reduced |
| Pathway Financial Advisers, LLC | 8,924 | $4.06M | 1.46% | −217−2.4% | Reduced |
| James Investment Research Inc | 8,947 | $4.07M | 0.48% | +327+3.8% | Added |
| Second Half Financial Partners, LLC | 8,960 | $4.08M | 1.81% | +656+7.9% | Added |
| Gladstone Institutional Advisory LLC | 8,967 | $4.08M | 0.22% | −1,512−14.4% | Reduced |
| Principal Securities, Inc. | 9,058 | $4.12M | 0.13% | +1,061+13.3% | Added |
| Apollon Wealth Management, LLC | 9,076 | $4.13M | 0.13% | −578−6.0% | Reduced |
| McGuire Investment Group, LLC | 9,083 | $4.13M | 0.60% | −91−1.0% | Reduced |
| Thomasville National Bank | 9,091 | $4.14M | 0.34% | +237+2.7% | Added |