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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 9,161 | $4.17M | 1.55% | −150−1.6% | Reduced |
| Legacy Private Trust Co. | 9,167 | $4.17M | 0.30% | −1,884−17.0% | Reduced |
| Reliant Investment Management, LLC | 9,179 | $4.18M | 1.96% | −20−0.2% | Reduced |
| XML Financial, LLC | 9,186 | $4.18M | 0.43% | −849−8.5% | Reduced |
| Ci Investments Inc. | 9,264 | $4.21M | 0.02% | +2,114+29.6% | Added |
| Change Path, LLC | 9,294 | $4.23M | 0.17% | +2,529+37.4% | Added |
| Sitrin Capital Management LLC | 9,310 | $4.23M | 2.31% | −46−0.5% | Reduced |
| Silverleafe Capital Partners, LLC | 9,370 | $4.26M | 1.71% | −6,464−40.8% | Reduced |
| Hamel Associates, Inc. | 9,389 | $4.27M | 1.37% | +313+3.4% | Added |
| Axxcess Wealth Management, LLC | 9,412 | $4.28M | 0.12% | +276+3.0% | Added |
| Sit Investment Associates Inc | 9,420 | $4.29M | 0.10% | −2,760−22.7% | Reduced |
| Ascent Group, LLC | 9,461 | $4.30M | 0.38% | −894−8.6% | Reduced |
| Glass Wealth Management Co LLC | 9,461 | $4.30M | 2.63% | +9,461 | New |
| Spire Wealth Management | 9,477 | $4.31M | 0.12% | −796−7.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 9,483 | $4.31M | 0.84% | +48+0.5% | Added |
| Busey Wealth Management | 9,496 | $4.32M | 0.15% | +539+6.0% | Added |
| Fogel Capital Management, Inc. | 9,401 | $4.34M | 2.55% | +187+2.0% | Added |
| Griffin Asset Management, Inc. | 9,620 | $4.38M | 0.52% | −249−2.5% | Reduced |
| Old Point Trust & Financial Services N A | 9,653 | $4.39M | 1.60% | −555−5.4% | Reduced |
| Beacon Financial Group | 9,667 | $4.40M | 0.50% | +9,667 | New |
| Summitry LLC | 9,668 | $4.40M | 0.23% | −216−2.2% | Reduced |
| Capital Analysts, LLC | 9,677 | $4.40M | 0.21% | +56+0.6% | Added |
| Wealthcare Advisory Partners LLC | 9,681 | $4.40M | 0.14% | +1,291+15.4% | Added |
| CTC LLC | 9,793 | $4.45M | 0.07% | +9,793 | New |
| Tiaa Trust, National Association | 9,811 | $4.46M | 0.01% | +334+3.5% | Added |
| Buckingham Strategic Partners | 9,818 | $4.47M | 0.13% | +1,763+21.9% | Added |
| Azimuth Capital Investment Management LLC | 9,863 | $4.49M | 0.19% | −4,772−32.6% | Reduced |
| Founders Capital Management | 9,906 | $4.51M | 3.05% | −31−0.3% | Reduced |
| Davy Global Fund Management Ltd | 9,910 | $4.51M | 0.51% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 9,959 | $4.53M | 0.50% | −4,800−32.5% | Reduced |
| Foster & Motley Inc | 9,963 | $4.53M | 0.31% | −185−1.8% | Reduced |
| 1832 Asset Management L.P. | 9,970 | $4.54M | 0.01% | +2,024+25.5% | Added |
| Journey Advisory Group, LLC | 9,976 | $4.54M | 0.56% | +411+4.3% | Added |
| Petredis Investment Advisors LLC | 9,986 | $4.54M | 0.55% | +220+2.3% | Added |
| Jackson Hole Capital Partners, LLC | 10,020 | $4.56M | 1.04% | +440+4.6% | Added |
| Catalyst Funds Management Pty Ltd | 10,100 | $4.59M | 1.28% | +10,100 | New |
| Marietta Wealth Management, LLC | 10,118 | $4.60M | 0.76% | +209+2.1% | Added |
| Rothschild Investment LLC | 10,128 | $4.61M | 0.33% | −142−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 10,209 | $4.64M | 0.23% | −244−2.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 10,199 | $4.64M | 1.45% | +102+1.0% | Added |
| Sienna Gestion | 10,201 | $4.64M | 0.42% | +10,201 | New |
| Americana Partners, LLC | 10,208 | $4.64M | 0.39% | +715+7.5% | Added |
| HM Payson & Co | 10,306 | $4.69M | 0.09% | +142+1.4% | Added |
| T. Rowe Price Investment Management, Inc. | 10,311 | $4.69M | 0.00% | +4,632+81.6% | Added |
| Simplicity Wealth,LLC | 10,326 | $4.70M | 0.11% | +9,015+687.6% | Added |
| One Capital Management, LLC | 10,367 | $4.72M | 0.17% | +5,573+116.2% | Added |
| Cypress Asset Management Inc | 10,092 | $4.72M | 1.28% | −252−2.4% | Reduced |
| Hantz Financial Services, Inc. | 10,392 | $4.73M | 0.09% | −635−5.8% | Reduced |
| Wesbanco Bank Inc | 10,397 | $4.73M | 0.18% | +2,031+24.3% | Added |
| Gold Investment Management Ltd. | 10,432 | $4.75M | 1.92% | −661−6.0% | Reduced |
| Planning Capital Management Corp | 10,432 | $4.75M | 3.47% | +153+1.5% | Added |
| Girard Partners Ltd. | 10,443 | $4.75M | 0.45% | −430−4.0% | Reduced |
| WealthPLAN Partners, LLC | 10,448 | $4.75M | 0.49% | +287+2.8% | Added |
| Resources Investment Advisors, LLC. | 10,478 | $4.77M | 0.07% | +195+1.9% | Added |
| Stratos Wealth Partners, LTD. | 10,494 | $4.77M | 0.08% | +474+4.7% | Added |
| NBT Bank N A | 10,495 | $4.77M | 0.35% | −223−2.1% | Reduced |
| Unison Asset Management LLC | 10,500 | $4.78M | 2.50% | −87−0.8% | Reduced |
| Dean Investment Associates, LLC | 10,517 | $4.78M | 0.66% | +3,412+48.0% | Added |
| S.E.E.D. Planning Group LLC | 10,526 | $4.79M | 1.75% | +1,240+13.4% | Added |
| Entropy Technologies, LP | 10,570 | $4.81M | 0.51% | +7,199+213.6% | Added |
| Sigma Planning Corp | 10,598 | $4.82M | 0.15% | +5,195+96.2% | Added |
| Union Heritage Capital, LLC | 10,629 | $4.83M | 1.92% | +1,629+18.1% | Added |
| Tower Research Capital LLC (TRC) | 10,665 | $4.85M | 0.12% | −16,030−60.0% | Reduced |
| Northeast Investment Management | 10,691 | $4.86M | 0.24% | −1,533−12.5% | Reduced |
| Edge Capital Group, LLC | 10,730 | $4.88M | 0.24% | +4,173+63.6% | Added |
| TD Private Client Wealth LLC | 10,741 | $4.89M | 0.16% | −84−0.8% | Reduced |
| Institutional & Family Asset Management, LLC | 10,769 | $4.90M | 0.78% | −342−3.1% | Reduced |
| Soltis Investment Advisors LLC | 10,805 | $4.91M | 0.55% | +44+0.4% | Added |
| RBA Wealth Management, LLC | 10,805 | $4.92M | 1.99% | +221+2.1% | Added |
| Eagle Capital Management, LLC | 10,838 | $4.93M | 2.22% | +106+1.0% | Added |
| Concurrent Investment Advisors, LLC | 10,843 | $4.93M | 0.20% | −578−5.1% | Reduced |
| HB Wealth Management, LLC | 10,845 | $4.93M | 0.06% | −45−0.4% | Reduced |
| Parsons Capital Management Inc | 10,855 | $4.94M | 0.34% | −437−3.9% | Reduced |
| Level Four Advisory Services, LLC | 10,896 | $4.94M | 0.27% | +55+0.5% | Added |
| Freestone Capital Holdings, LLC | 10,878 | $4.95M | 0.18% | +1,215+12.6% | Added |
| Cape Cod Five Cents Savings Bank | 10,909 | $4.96M | 0.48% | +1,047+10.6% | Added |
| Citizens Financial Group Inc | 10,853 | $4.97M | 0.17% | +234+2.2% | Added |
| Rossmore Private Capital | 10,925 | $4.97M | 0.65% | +29+0.3% | Added |
| Boston Research & Management Inc | 10,935 | $4.97M | 1.23% | +184+1.7% | Added |
| Commonwealth Retirement Investments LLC | 10,949 | $4.98M | 2.38% | +376+3.6% | Added |
| GYL Financial Synergies, LLC | 10,986 | $5.00M | 0.39% | −51−0.5% | Reduced |
| Merit Financial Group, LLC | 10,894 | $5.03M | 0.12% | +4,358+66.7% | Added |
| New Mexico Educational Retirement Board | 11,097 | $5.05M | 0.18% | −600−5.1% | Reduced |
| First National Trust Co | 11,102 | $5.05M | 0.21% | −905−7.5% | Reduced |
| Motco | 11,114 | $5.06M | 0.30% | −21−0.2% | Reduced |
| Benedict Financial Advisors Inc | 11,168 | $5.08M | 1.29% | +117+1.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,173 | $5.08M | 0.38% | +1,495+15.4% | Added |
| GTS Securities LLC | 11,194 | $5.09M | 0.14% | +4,373+64.1% | Added |
| Gradient Investments LLC | 11,271 | $5.13M | 0.12% | −245−2.1% | Reduced |
| Intact Investment Management Inc. | 11,300 | $5.14M | 0.20% | +1,400+14.1% | Added |
| Coldstream Capital Management Inc | 11,314 | $5.15M | 0.13% | −131−1.1% | Reduced |
| D'Orazio & Associates, Inc. | 11,338 | $5.16M | 0.83% | +1,437+14.5% | Added |
| Builder Investment Group Inc | 11,416 | $5.19M | 1.51% | −200−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 11,448 | $5.21M | 0.06% | −17,411−60.3% | Reduced |
| Chronos Wealth Management, LLC | 11,518 | $5.24M | 3.06% | −32−0.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 11,533 | $5.25M | 1.47% | +716+6.6% | Added |
| WealthPlan Investment Management, LLC | 11,590 | $5.27M | 0.80% | +474+4.3% | Added |
| Dynamic Advisor Solutions LLC | 11,598 | $5.28M | 0.18% | −1,419−10.9% | Reduced |
| GLOBALT Investments LLC | 11,625 | $5.29M | 0.21% | −917−7.3% | Reduced |
| Logan Capital Management Inc | 11,677 | $5.31M | 0.23% | +34+0.3% | Added |