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
- 2,421
- +6 vs. Q4 2023
- Shares held
- 176.2M
- −2.20M (−1.2%) vs. Q4 2023
- Total value
- $80.1B
- −$756.1M (−0.9%) vs. Q4 2023
- New holders
- 147
- 988 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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 72 | $32.8K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 76 | $34.6K | 0.01% | −13−14.6% | Reduced |
| Washington Trust Advisors, Inc. | 80 | $36.4K | 0.00% | +10+14.3% | Added |
| Iron Horse Wealth Management, LLC | 81 | $36.8K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 83 | $37.8K | 0.01% | +83 | New |
| Erste Asset Management GmbH | 85 | $38.7K | 0.00% | −55−39.3% | Reduced |
| Tradewinds Capital Management, LLC | 87 | $39.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 89 | $40.5K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 90 | $40.9K | 0.04% | −6−6.3% | Reduced |
| J.Safra Asset Management Corp | 90 | $40.9K | 0.00% | −97−51.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 90 | $41.1K | 0.00% | +90 | New |
| Financial Synergies Wealth Advisors, Inc. | 91 | $41.3K | 0.01% | +21+30.0% | Added |
| Criterion Capital Advisors, LLC | 91 | $41.4K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 91 | $41.4K | 0.00% | −118−56.5% | Reduced |
| Rational Advisors LLC | 93 | $42.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 97 | $44.1K | 0.00% | −54−35.8% | Reduced |
| Boyd Watterson Asset Management LLC | 99 | $45.0K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 100 | $45.5K | 0.04% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $45.5K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $45.5K | 0.03% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 100 | $45.5K | 0.03% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $45.5K | 0.04% | +100 | New |
| Breakwater Investment Management | 100 | $45.5K | 0.02% | +100 | New |
| Banque Cantonale Vaudoise | 105 | $47.0K | 0.00% | −50−32.3% | Reduced |
| PrairieView Partners, LLC | 103 | $47.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 115 | $52.3K | 0.00% | −80−41.0% | Reduced |
| Tompkins Financial Corp | 116 | $52.8K | 0.01% | +3+2.7% | Added |
| Horizon Bancorp Inc | 116 | $53.0K | 0.03% | −5−4.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 118 | $53.7K | 0.05% | −45−27.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 118 | $54.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 121 | $55.2K | 0.01% | −21−14.8% | Reduced |
| DAGCO, Inc. | 123 | $56.2K | 0.03% | −363−74.7% | Reduced |
| Slocum, Gordon & Co LLP | 127 | $57.8K | 0.04% | −35−21.6% | Reduced |
| Louisbourg Investments Inc. | 127 | $57.8K | 0.02% | +26+25.7% | Added |
| Evolution Advisers, Inc. | 132 | $61.0K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 136 | $61.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 138 | $62.7K | 0.04% | +1+0.7% | Added |
| Tacita Capital Inc | 142 | $64.6K | 0.04% | +12+9.2% | Added |
| American Capital Advisory, LLC | 138 | $65.2K | 0.06% | −12−8.0% | Reduced |
| Hanson & Doremus Investment Management | 146 | $66.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 148 | $67.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 149 | $67.9K | 0.02% | −89−37.4% | Reduced |
| Blume Capital Management, Inc. | 150 | $68.2K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 150 | $68.2K | 0.05% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 151 | $68.7K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 151 | $68.7K | 0.03% | +6+4.1% | Added |
| Rise Advisors, LLC | 152 | $69.1K | 0.04% | +117+334.3% | Added |
| Solstein Capital, LLC | 159 | $72.5K | 0.05% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 161 | $73.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 161 | $73.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 168 | $76.4K | 0.01% | −10−5.6% | Reduced |
| McClarren Financial Advisors, Inc. | 168 | $77.0K | 0.06% | +1+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 170 | $77.4K | 0.00% | −80−32.0% | Reduced |
| Front Row Advisors LLC | 170 | $77.9K | 0.03% | +110+183.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 171 | $78.1K | 0.05% | −38−18.2% | Reduced |
| Private Wealth Management Group, LLC | 175 | $79.8K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 178 | $81.0K | 0.15% | −2,274−92.7% | Reduced |
| Bell Investment Advisors, Inc | 181 | $82.3K | 0.02% | +19+11.7% | Added |
| HighMark Wealth Management LLC | 178 | $83.4K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 184 | $83.5K | 0.02% | +4+2.2% | Added |
| Orion Capital Management LLC | 184 | $83.7K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 184 | $83.7K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 185 | $84.4K | 0.05% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 191 | $87.0K | 0.12% | +96+101.1% | Added |
| Pinnacle Bancorp, Inc. | 193 | $87.8K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 193 | $87.9K | 0.01% | +1+0.5% | Added |
| First Personal Financial Services | 194 | $88.2K | 0.02% | −108−35.8% | Reduced |
| Webster Bank, N. A. | 194 | $88.2K | 0.01% | +50+34.7% | Added |
| Quintet Private Bank (Europe) S.A. | 173 | $90.5K | 0.00% | −227−56.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 206 | $93.7K | 0.06% | +17+9.0% | Added |
| CoreFirst Bank & Trust | 208 | $94.6K | 0.06% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 214 | $97.0K | 0.09% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 215 | $97.8K | 0.04% | +64+42.4% | Added |
| Lowe Wealth Advisors, LLC | 217 | $98.7K | 0.05% | −85−28.1% | Reduced |
| Optiver Holding B.V. | 220 | $100.1K | 0.00% | +220 | New |
| McIlrath & Eck, LLC | 220 | $100.3K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 226 | $102.8K | 0.02% | +17+8.1% | Added |
| Disciplined Equity Management, Inc. | 243 | $110.5K | 0.07% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 245 | $111.4K | 0.02% | −1−0.4% | Reduced |
| Salomon & Ludwin, LLC | 246 | $111.9K | 0.01% | +185+303.3% | Added |
| Gen-Wealth Partners Inc | 249 | $113.3K | 0.06% | +249 | New |
| Bruce G. Allen Investments, LLC | 252 | $114.6K | 0.09% | −30−10.6% | Reduced |
| Globeflex Capital L P | 253 | $115.1K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 257 | $115.1K | 0.03% | −50−16.3% | Reduced |
| Cape Investment Advisory, Inc. | 259 | $118.0K | 0.06% | −7−2.6% | Reduced |
| Avion Wealth | 262 | $120.0K | 0.03% | +8+3.1% | Added |
| Coston, McIsaac & Partners | 272 | $123.0K | 0.04% | +1+0.4% | Added |
| Silvant Capital Management LLC | 277 | $126.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 290 | $131.9K | 0.06% | +120+70.6% | Added |
| MB, Levis & Associates, LLC | 290 | $132.1K | 0.07% | +31+12.0% | Added |
| WR Wealth Planners, LLC | 293 | $133.4K | 0.04% | +293 | New |
| Arlington Trust Co LLC | 296 | $134.6K | 0.03% | −12−3.9% | Reduced |
| Accent Capital Management, LLC | 300 | $136.5K | 0.12% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 313 | $142.4K | 0.01% | −158−33.5% | Reduced |
| Tyler-Stone Wealth Management | 334 | $152.0K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 344 | $156.0K | 0.03% | +344 | New |
| Belmont Capital, LLC | 344 | $156.7K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 346 | $157.4K | 0.14% | 00.0% | Unchanged |
| Arrow Financial Corp | 352 | $160.1K | 0.02% | +6+1.7% | Added |
| SRS Capital Advisors, Inc. | 352 | $160.1K | 0.02% | 00.0% | Unchanged |