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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 11,695 | $5.32M | 0.06% | −13−0.1% | Reduced |
| Ieq Capital, LLC | 11,918 | $5.42M | 0.08% | +77+0.7% | Added |
| Bridgewater Associates, LP | 11,958 | $5.44M | 0.03% | +11,958 | New |
| Integrated Wealth Concepts LLC | 12,139 | $5.52M | 0.08% | +272+2.3% | Added |
| Close Asset Management Ltd | 12,154 | $5.53M | 0.20% | −2,672−18.0% | Reduced |
| EagleClaw Capital Managment, LLC | 12,160 | $5.53M | 1.00% | −75−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 12,198 | $5.55M | 0.05% | −972−7.4% | Reduced |
| Fiduciary Trust Co | 12,247 | $5.57M | 0.09% | −277−2.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 12,251 | $5.57M | 0.43% | +746+6.5% | Added |
| TCG Advisory Services, LLC | 12,272 | $5.58M | 0.31% | +1,649+15.5% | Added |
| Winton Group Ltd | 12,285 | $5.59M | 0.39% | +12,285 | New |
| Menlo Advisors LLC | 12,380 | $5.63M | 3.22% | −77−0.6% | Reduced |
| Evergreen Capital Management LLC | 12,390 | $5.64M | 0.21% | +44+0.4% | Added |
| Martin Capital Partners, LLC | 12,492 | $5.68M | 2.18% | −126−1.0% | Reduced |
| Louisiana State Employees Retirement System | 12,500 | $5.69M | 0.11% | −900−6.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,508 | $5.71M | 0.39% | +4,867+63.7% | Added |
| Stablepoint Partners, LLC | 12,661 | $5.76M | 1.17% | +1,519+13.6% | Added |
| Securian Asset Management, Inc | 12,667 | $5.76M | 0.17% | −1,317−9.4% | Reduced |
| Intellectus Partners, LLC | 12,669 | $5.76M | 1.52% | −260−2.0% | Reduced |
| Stock Yards Bank & Trust Co | 12,824 | $5.83M | 0.19% | −758−5.6% | Reduced |
| Lyell Wealth Management, LP | 12,852 | $5.85M | 0.59% | −687−5.1% | Reduced |
| FWL Investment Management, LLC | 12,875 | $5.86M | 3.23% | +4,874+60.9% | Added |
| Smithbridge Asset Management Inc | 13,066 | $5.94M | 1.23% | +210+1.6% | Added |
| Simmons Bank | 13,110 | $5.96M | 0.45% | +214+1.7% | Added |
| Buckhead Capital Management LLC | 13,159 | $5.99M | 2.03% | +287+2.2% | Added |
| Clifford Swan Investment Counsel LLC | 13,252 | $6.03M | 0.22% | +198+1.5% | Added |
| Naples Global Advisors, LLC | 13,252 | $6.03M | 0.62% | +221+1.7% | Added |
| Keating Investment Counselors Inc | 13,402 | $6.10M | 1.96% | −4,271−24.2% | Reduced |
| Perigon Wealth Management, LLC | 13,435 | $6.11M | 0.19% | −1,185−8.1% | Reduced |
| Allworth Financial LP | 13,441 | $6.11M | 0.04% | +1,126+9.1% | Added |
| Stokes Capital Advisors, LLC | 13,443 | $6.11M | 1.78% | +491+3.8% | Added |
| Bridges Investment Management Inc | 13,460 | $6.12M | 0.19% | +2,587+23.8% | Added |
| Capital Investment Counsel, Inc | 13,462 | $6.12M | 1.06% | +1,407+11.7% | Added |
| Fiduciary Alliance LLC | 13,559 | $6.14M | 1.08% | −277−2.0% | Reduced |
| Canandaigua National Bank & Trust Co | 13,553 | $6.16M | 0.91% | +397+3.0% | Added |
| Ariel Investments, LLC | 13,585 | $6.18M | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 13,624 | $6.20M | 0.21% | −868−6.0% | Reduced |
| Snowden Capital Advisors LLC | 13,707 | $6.24M | 0.19% | +274+2.0% | Added |
| SpiderRock Advisors, LLC | 14,541 | $6.30M | 0.20% | +14,541 | New |
| Hartford Investment Management Co | 13,878 | $6.31M | 0.22% | −994−6.7% | Reduced |
| Kesler, Norman & Wride, LLC | 13,986 | $6.36M | 1.35% | −102−0.7% | Reduced |
| Trust Co of Vermont | 14,072 | $6.40M | 0.36% | +376+2.7% | Added |
| Colony Group, LLC | 14,139 | $6.43M | 0.05% | +9,163+184.1% | Added |
| Credit Agricole S A | 14,181 | $6.47M | 0.11% | +6,817+92.6% | Added |
| Lumbard & Kellner, LLC | 14,313 | $6.51M | 3.17% | +216+1.5% | Added |
| Foundations Investment Advisors, LLC | 14,313 | $6.51M | 0.17% | +1,280+9.8% | Added |
| NBC Securities, Inc. | 14,337 | $6.52M | 0.61% | −120−0.8% | Reduced |
| Venture Visionary Partners LLC | 14,337 | $6.52M | 0.31% | −1,497−9.5% | Reduced |
| Avantax Planning Partners, Inc. | 14,396 | $6.55M | 0.21% | +6,778+89.0% | Added |
| Synergy Financial Management, LLC | 14,466 | $6.58M | 1.12% | +2,405+19.9% | Added |
| Ironwood Investment Counsel, LLC | 14,466 | $6.58M | 1.16% | +325+2.3% | Added |
| Spirepoint Private Client, LLC | 14,489 | $6.59M | 1.00% | +14,489 | New |
| American Money Management, LLC | 14,497 | $6.59M | 1.38% | +749+5.4% | Added |
| Evexia Wealth LLC | 14,806 | $6.67M | 2.75% | −890−5.7% | Reduced |
| Trust Co of Kansas | 14,743 | $6.71M | 3.66% | −182−1.2% | Reduced |
| Weatherly Asset Management L. P. | 14,747 | $6.71M | 0.65% | −78−0.5% | Reduced |
| Prospera Financial Services Inc | 14,741 | $6.71M | 0.20% | −1,679−10.2% | Reduced |
| Berger Financial Group, Inc | 14,888 | $6.77M | 0.56% | +190+1.3% | Added |
| CX Institutional | 14,946 | $6.80M | 0.33% | +1,801+13.7% | Added |
| Canal Capital Management, LLC | 14,955 | $6.80M | 1.14% | +1,333+9.8% | Added |
| Courier Capital LLC | 15,013 | $6.83M | 0.49% | +1,393+10.2% | Added |
| Mutual Advisors, LLC | 15,021 | $6.83M | 0.22% | +1,927+14.7% | Added |
| Wedbush Securities Inc | 15,027 | $6.83M | 0.25% | +304+2.1% | Added |
| Diversify Advisory Services, LLC | 15,166 | $6.87M | 0.40% | +15,166 | New |
| Werlinich Asset Management, LLC | 15,095 | $6.90M | 4.50% | +15+0.1% | Added |
| HGK Asset Management Inc | 15,181 | $6.91M | 1.35% | +1,496+10.9% | Added |
| Silvercrest Asset Management Group LLC | 15,266 | $6.94M | 0.05% | −15−0.1% | Reduced |
| AustralianSuper Pty Ltd | 15,435 | $6.99M | 0.04% | +15,435 | New |
| Jackson Wealth Management, LLC | 15,403 | $7.01M | 0.88% | −5,135−25.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 15,427 | $7.02M | 0.95% | −3,750−19.6% | Reduced |
| SlateStone Wealth, LLC | 15,491 | $7.05M | 0.71% | +6,117+65.3% | Added |
| Aviance Capital Partners, LLC | 15,495 | $7.05M | 1.05% | +4,975+47.3% | Added |
| Colonial Trust Advisors | 15,506 | $7.05M | 0.70% | +1,446+10.3% | Added |
| MainStreet Investment Advisors LLC | 15,544 | $7.07M | 0.85% | −80−0.5% | Reduced |
| Lynch & Associates | 15,560 | $7.08M | 1.63% | −759−4.7% | Reduced |
| Valeo Financial Advisors, LLC | 15,419 | $7.08M | 0.25% | −472−3.0% | Reduced |
| National Asset Management, Inc. | 17,313 | $7.08M | 0.19% | +1,453+9.2% | Added |
| Vestcor Inc | 15,681 | $7.13M | 0.24% | −2,182−12.2% | Reduced |
| Security National Bank | 15,682 | $7.13M | 1.08% | +275+1.8% | Added |
| Toroso Investments, LLC | 15,696 | $7.14M | 0.12% | +6,362+68.2% | Added |
| Asset Planning Services Inc | 15,755 | $7.17M | 4.01% | −155−1.0% | Reduced |
| Birmingham Capital Management Co Inc | 15,755 | $7.17M | 2.64% | −64−0.4% | Reduced |
| Principal Street Partners, LLC | 15,635 | $7.17M | 1.36% | +4,356+38.6% | Added |
| Scotia Capital Inc. | 15,773 | $7.17M | 0.04% | +672+4.5% | Added |
| Founders Capital Management, LLC | 15,809 | $7.19M | 1.33% | −27−0.2% | Reduced |
| Terry L. Blaker | 15,871 | $7.22M | 0.54% | +866+5.8% | Added |
| Schulhoff & Co Inc | 15,953 | $7.26M | 3.18% | +225+1.4% | Added |
| Empower Advisory Group, LLC | 15,962 | $7.26M | 0.03% | +1,243+8.4% | Added |
| Lincoln National Corp | 16,102 | $7.32M | 0.11% | +413+2.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 16,237 | $7.39M | 3.03% | −81−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 16,281 | $7.41M | 0.11% | +35+0.2% | Added |
| Kentucky Retirement Systems | 16,332 | $7.43M | 0.22% | −1,335−7.6% | Reduced |
| Fayez Sarofim & Co | 16,346 | $7.44M | 0.02% | −106−0.6% | Reduced |
| Brinker Capital Investments, LLC | 16,421 | $7.47M | 0.08% | −876−5.1% | Reduced |
| Orion Portfolio Solutions, LLC | 16,421 | $7.47M | 0.08% | −876−5.1% | Reduced |
| Appleton Partners Inc | 16,430 | $7.47M | 0.58% | −1,359−7.6% | Reduced |
| Horrell Capital Management, Inc. | 16,436 | $7.48M | 2.07% | +82+0.5% | Added |
| Cornerstone Advisors, LLC | 16,500 | $7.51M | 0.31% | −1,000−5.7% | Reduced |
| Jump Financial, LLC | 16,587 | $7.54M | 0.21% | +15,886+2,266.2% | Added |
| Hi-Line Capital Management, LLC | 16,631 | $7.56M | 2.68% | +180+1.1% | Added |