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 |
|---|---|---|---|---|---|
| FFG Partners, LLC | 16,631 | $7.57M | 3.29% | +1,729+11.6% | Added |
| Northern Oak Wealth Management Inc | 16,764 | $7.63M | 0.91% | +440+2.7% | Added |
| Jamison Private Wealth Management, Inc. | 16,785 | $7.63M | 1.29% | +141+0.8% | Added |
| Maryland State Retirement & Pension System | 16,942 | $7.68M | 0.15% | −305−1.8% | Reduced |
| Wesleyan Assurance Society | 17,000 | $7.73M | 0.68% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 17,099 | $7.78M | 1.37% | +500+3.0% | Added |
| Destination Wealth Management | 17,165 | $7.81M | 0.26% | +84+0.5% | Added |
| Northwest Bancshares, Inc. | 17,301 | $7.87M | 1.24% | +1,026+6.3% | Added |
| Alps Advisors Inc | 17,349 | $7.89M | 0.06% | −206−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 17,369 | $7.90M | 0.20% | +475+2.8% | Added |
| Campion Asset Management LLC | 17,381 | $7.91M | 6.11% | +2,178+14.3% | Added |
| Oak Associates, Ltd | 17,401 | $7.92M | 0.55% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 17,585 | $8.00M | 0.28% | −131−0.7% | Reduced |
| Ziegler Capital Management, LLC | 17,588 | $8.00M | 0.31% | −1,085−5.8% | Reduced |
| Lafayette Investments, Inc. | 17,778 | $8.09M | 1.82% | +179+1.0% | Added |
| Grimes & Company, Inc. | 17,805 | $8.10M | 0.25% | +802+4.7% | Added |
| Financial Partners Group, LLC | 17,964 | $8.17M | 3.16% | −32−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,994 | $8.19M | 0.07% | −1,501−7.7% | Reduced |
| Allied Investment Advisors, LLC | 18,040 | $8.21M | 1.98% | +859+5.0% | Added |
| New England Asset Management Inc | 18,195 | $8.28M | 1.28% | +955+5.5% | Added |
| Schroder Investment Management Group | 18,281 | $8.32M | 0.01% | −2,200−10.7% | Reduced |
| Park Avenue Securities LLC | 18,392 | $8.37M | 0.11% | +182+1.0% | Added |
| Oregon Public Employees Retirement Fund | 18,394 | $8.37M | 0.17% | −8,836−32.4% | Reduced |
| King Wealth | 18,562 | $8.44M | 1.48% | −354−1.9% | Reduced |
| Central Trust Co | 19,113 | $8.69M | 0.22% | −535−2.7% | Reduced |
| Peapack Gladstone Financial Corp | 19,327 | $8.79M | 0.14% | −950−4.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 19,413 | $8.83M | 3.04% | +2,666+15.9% | Added |
| Buckingham Strategic Wealth, LLC | 19,458 | $8.85M | 0.09% | −1,943−9.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 19,483 | $8.86M | 0.09% | −1,392−6.7% | Reduced |
| South Dakota Investment Council | 19,493 | $8.87M | 0.18% | +225+1.2% | Added |
| Valley National Advisers Inc | 19,632 | $8.93M | 1.35% | +386+2.0% | Added |
| Oak Harvest Investment Services | 19,659 | $8.94M | 1.49% | +1,777+9.9% | Added |
| Core Alternative Capital | 19,665 | $8.95M | 1.60% | −1,694−7.9% | Reduced |
| Moors & Cabot, Inc. | 19,684 | $8.95M | 0.49% | −128−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 19,728 | $8.97M | 0.76% | +1,022+5.5% | Added |
| JustInvest LLC | 19,748 | $8.98M | 0.19% | +617+3.2% | Added |
| Mattern Capital Management, LLC | 19,752 | $8.98M | 1.22% | +1,006+5.4% | Added |
| ProVise Management Group, LLC | 19,772 | $8.99M | 0.78% | −3,111−13.6% | Reduced |
| TownSquare Capital, LLC | 19,886 | $9.05M | 0.13% | +4,535+29.5% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 20,076 | $9.10M | 7.85% | +20,076 | New |
| Kovitz Investment Group Partners, LLC | 20,041 | $9.12M | 0.12% | +2,248+12.6% | Added |
| Jaffetilchin Investment Partners, LLC | 20,365 | $9.26M | 0.83% | −957−4.5% | Reduced |
| Loomis Sayles & Co L P | 20,391 | $9.28M | 0.01% | −392−1.9% | Reduced |
| Wealthfront Advisers LLC | 20,396 | $9.28M | 0.03% | −1,513−6.9% | Reduced |
| Tufton Capital Management | 20,427 | $9.29M | 1.82% | −134−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,498 | $9.32M | 0.74% | +473+2.4% | Added |
| Private Capital Advisors, Inc. | 20,607 | $9.37M | 1.17% | −58−0.3% | Reduced |
| Biondo Investment Advisors, LLC | 20,627 | $9.38M | 1.45% | +277+1.4% | Added |
| Exchange Traded Concepts, LLC | 20,629 | $9.38M | 0.24% | +2,893+16.3% | Added |
| Patrick Mauro Investment Advisor, INC. | 20,697 | $9.41M | 5.35% | +670+3.3% | Added |
| Davenport & Co LLC | 20,698 | $9.42M | 0.06% | −410−1.9% | Reduced |
| Amundi | 20,659 | $9.42M | 0.00% | −232−1.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 20,716 | $9.42M | 3.02% | +188+0.9% | Added |
| Oak Grove Capital LLC | 20,952 | $9.53M | 2.68% | +5,000+31.3% | Added |
| Community Bank & Trust, Waco, Texas | 20,960 | $9.53M | 2.34% | +1,961+10.3% | Added |
| Quantitative Investment Management, LLC | 20,962 | $9.53M | 0.56% | +4,219+25.2% | Added |
| Yousif Capital Management, LLC | 21,293 | $9.69M | 0.11% | −597−2.7% | Reduced |
| Trexquant Investment LP | 21,574 | $9.81M | 0.20% | −15,593−42.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 21,611 | $9.83M | 0.73% | −635−2.9% | Reduced |
| Thrivent Financial for Lutherans | 21,712 | $9.88M | 0.02% | −8,926−29.1% | Reduced |
| Daiwa Securities Group Inc. | 21,819 | $9.93M | 0.06% | +1,662+8.2% | Added |
| Engineers Gate Manager LP | 21,917 | $9.97M | 0.26% | −3,670−14.3% | Reduced |
| Jeppson Wealth Management, LLC | 21,924 | $9.97M | 3.87% | +173+0.8% | Added |
| Johnson Investment Counsel Inc | 22,025 | $10.0M | 0.11% | −134−0.6% | Reduced |
| Miramar Capital, LLC | 21,765 | $10.2M | 2.56% | +1,959+9.9% | Added |
| Leavell Investment Management, Inc. | 22,369 | $10.2M | 0.59% | −1,973−8.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,415 | $10.2M | 0.13% | +924+4.3% | Added |
| Wills Financial Group, Inc. | 22,835 | $10.4M | 4.89% | +949+4.3% | Added |
| Atria Investments LLC | 23,160 | $10.5M | 0.14% | +1,890+8.9% | Added |
| Pacer Advisors, Inc. | 23,555 | $10.7M | 0.02% | +1,813+8.3% | Added |
| Umb Bank N A | 23,686 | $10.8M | 0.17% | +11,966+102.1% | Added |
| Linscomb & Williams, Inc. | 23,787 | $10.8M | 0.56% | −319−1.3% | Reduced |
| Burney Co | 23,964 | $10.9M | 0.42% | −737−3.0% | Reduced |
| Old West Investment Management, LLC | 24,004 | $10.9M | 5.52% | −367−1.5% | Reduced |
| FORA Capital, LLC | 24,135 | $11.0M | 0.90% | +5,179+27.3% | Added |
| Capital Fund Management S.A. | 24,215 | $11.0M | 0.13% | +24,215 | New |
| BLB&B Advisors, LLC | 24,258 | $11.0M | 0.62% | +1,451+6.4% | Added |
| Warther Private Wealth, LLC | 24,289 | $11.0M | 4.93% | +7,920+48.4% | Added |
| Massmutual Trust Co FSB | 24,417 | $11.1M | 0.35% | +53+0.2% | Added |
| Independent Advisor Alliance | 24,544 | $11.2M | 0.40% | +1,680+7.3% | Added |
| Heritage Investors Management Corp | 24,739 | $11.3M | 0.40% | +229+0.9% | Added |
| United Asset Strategies, Inc. | 24,785 | $11.3M | 1.13% | +1,791+7.8% | Added |
| Alpha Cubed Investments, LLC | 24,813 | $11.3M | 0.59% | −16,636−40.1% | Reduced |
| Oppenheimer Asset Management Inc. | 24,832 | $11.3M | 0.17% | −7,293−22.7% | Reduced |
| CIBC World Markets Corp | 24,904 | $11.3M | 0.07% | −6,388−20.4% | Reduced |
| TruWealth Advisors, LLC | 25,013 | $11.4M | 0.79% | +830+3.4% | Added |
| Bradley Foster & Sargent Inc | 25,140 | $11.4M | 0.21% | −713−2.8% | Reduced |
| Strategy Asset Managers LLC | 25,198 | $11.5M | 2.45% | −402−1.6% | Reduced |
| Acadian Asset Management LLC | 25,283 | $11.5M | 0.04% | −49,485−66.2% | Reduced |
| FineMark National Bank & Trust | 25,695 | $11.7M | 0.43% | +269+1.1% | Added |
| Shelton Capital Management | 25,706 | $11.7M | 0.33% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 25,733 | $11.7M | 0.08% | +502+2.0% | Added |
| Janus Henderson Group PLC | 25,856 | $11.8M | 0.01% | −12,796−33.1% | Reduced |
| Grassi Investment Management | 25,867 | $11.8M | 1.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25,978 | $11.8M | 0.61% | −81−0.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 26,050 | $11.8M | 0.08% | −3,000−10.3% | Reduced |
| State of Alaska, Department of Revenue | 26,204 | $11.9M | 0.14% | −510−1.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 26,283 | $12.0M | 2.48% | −452−1.7% | Reduced |
| Narwhal Capital Management | 26,294 | $12.0M | 1.17% | +3,188+13.8% | Added |
| Macquarie Group Ltd | 26,521 | $12.1M | 0.01% | −9,626−26.6% | Reduced |