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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 361 | $163.6K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 366 | $166.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 366 | $166.5K | 0.10% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 367 | $167.0K | 0.09% | +367 | New |
| TSFG, LLC | 375 | $170.0K | 0.04% | −6−1.6% | Reduced |
| Rowland & Co Investment Counsel | 377 | $171.5K | 0.04% | +25+7.1% | Added |
| JFS Wealth Advisors, LLC | 378 | $171.9K | 0.01% | −44−10.4% | Reduced |
| Beacon Capital Management, LLC | 385 | $175.2K | 0.04% | +161+71.9% | Added |
| Larson Financial Group LLC | 387 | $176.0K | 0.01% | +271+233.6% | Added |
| Mascoma Wealth Management LLC | 390 | $177.4K | 0.05% | 00.0% | Unchanged |
| Bray Capital Advisors | 395 | $179.7K | 0.05% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 409 | $186.0K | 0.02% | −26−6.0% | Reduced |
| Members Capital Advisors Inc | 409 | $186.0K | 0.53% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $188.3K | 0.13% | – | – |
| Hexagon Capital Partners LLC | 428 | $194.6K | 0.04% | +6+1.4% | Added |
| Private Ocean, LLC | 429 | $195.1K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 432 | $196.0K | 0.10% | +416+2,600.0% | Added |
| Centerpoint Advisors, LLC | 434 | $197.0K | 0.07% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 440 | $200.1K | 0.02% | −163−27.0% | Reduced |
| Sculati Wealth Management, LLC | 442 | $201.1K | 0.09% | −229−34.1% | Reduced |
| Gitterman Wealth Management, LLC | 442 | $201.1K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 443 | $201.5K | 0.07% | +443 | New |
| Kidder Stephen W | 443 | $201.5K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 443 | $201.5K | 0.03% | +50+12.7% | Added |
| Advisor Resource Council | 445 | $201.7K | 0.09% | −720−61.8% | Reduced |
| Carlson Capital Management | 444 | $201.9K | 0.01% | −162−26.7% | Reduced |
| Covestor Ltd | 447 | $203.0K | 0.13% | +45+11.2% | Added |
| Sittner & Nelson, LLC | 447 | $203.1K | 0.10% | 00.0% | Unchanged |
| Burt Wealth Advisors | 447 | $203.3K | 0.05% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 447 | $203.3K | 0.10% | +447 | New |
| Copperwynd Financial, LLC | 449 | $204.1K | 0.07% | 00.0% | Unchanged |
| Souders Financial Advisors | 449 | $204.4K | 0.03% | −9−2.0% | Reduced |
| Mayfair Advisory Group, LLC | 450 | $204.7K | 0.15% | −159−26.1% | Reduced |
| Bay Rivers Group | 450 | $204.7K | 0.11% | −50−10.0% | Reduced |
| AllGen Financial Advisors, Inc. | 450 | $204.7K | 0.08% | −26−5.5% | Reduced |
| Savvy Advisors, Inc. | 450 | $204.7K | 0.12% | +450 | New |
| New Century Financial Group, LLC | 450 | $204.7K | 0.14% | +450 | New |
| Pring Turner Capital Group Inc | 450 | $204.7K | 0.15% | 00.0% | Unchanged |
| Landaas & Co | 450 | $205.0K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 450 | $205.0K | 0.06% | 00.0% | Unchanged |
| Weil Company, Inc. | 451 | $205.1K | 0.08% | +3+0.7% | Added |
| Seamount Financial Group Inc | 451 | $205.1K | 0.18% | −123−21.4% | Reduced |
| Aspire Wealth Management Corp | 451 | $205.1K | 0.12% | +451 | New |
| Scissortail Wealth Management, LLC | 452 | $205.5K | 0.05% | +452 | New |
| Moody Aldrich Partners LLC | 452 | $205.6K | 0.03% | +452 | New |
| Cohen Capital Management, Inc. | 452 | $205.6K | 0.04% | +452 | New |
| Baker Ellis Asset Management LLC | 455 | $207.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 457 | $207.9K | 0.07% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 458 | $208.3K | 0.08% | −14−3.0% | Reduced |
| Monticello Wealth Management, LLC | 458 | $208.3K | 0.02% | −417−47.7% | Reduced |
| Merrion Investment Management Co, LLC | 455 | $208.4K | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 459 | $209.0K | 0.03% | +459 | New |
| W.H. Cornerstone Investments Inc. | 459 | $209.0K | 0.15% | +3+0.7% | Added |
| Prepared Retirement Institute LLC | 460 | $209.2K | 0.16% | −168−26.8% | Reduced |
| Clarity Financial LLC | 460 | $209.2K | 0.03% | +460 | New |
| Carderock Capital Management Inc | 461 | $209.7K | 0.06% | +461 | New |
| Accredited Investors Inc. | 461 | $209.7K | 0.01% | −10−2.1% | Reduced |
| Dougherty Wealth Advisers LLC | 462 | $210.2K | 0.19% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 462 | $210.2K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 462 | $210.2K | 0.06% | +462 | New |
| Castleview Partners, LLC | 462 | $210.2K | 0.12% | +156+51.0% | Added |
| Aries Wealth Management | 463 | $210.6K | 0.07% | −84−15.4% | Reduced |
| Fragasso Group Inc. | 463 | $210.8K | 0.02% | +20+4.5% | Added |
| Gateway Wealth Partners, LLC | 464 | $211.2K | 0.08% | −14−2.9% | Reduced |
| First County Bank | 465 | $211.5K | 0.10% | −18−3.7% | Reduced |
| Wedge Capital Management L L P | 466 | $212.0K | 0.00% | +12+2.6% | Added |
| MBA Advisors LLC | 469 | $213.3K | 0.11% | +469 | New |
| South Street Advisors LLC | 470 | $213.8K | 0.03% | −6,827−93.6% | Reduced |
| Alpha Family Trust | 470 | $213.8K | 0.13% | +470 | New |
| Interchange Capital Partners, LLC | 464 | $214.4K | 0.14% | +464 | New |
| Ssi Investment Management LLC | 473 | $215.2K | 0.02% | −5−1.0% | Reduced |
| Winning Points Advisors, LLC | 475 | $215.3K | 0.33% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 476 | $215.5K | 0.21% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 474 | $215.6K | 0.07% | +1+0.2% | Added |
| Revisor Wealth Management LLC | 476 | $216.0K | 0.10% | +476 | New |
| Shoker Investment Counsel, Inc. | 478 | $216.6K | 0.08% | +3+0.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 477 | $217.0K | 0.13% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 478 | $217.2K | 0.10% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 478 | $217.4K | 0.00% | +478 | New |
| KFA Private Wealth Group, LLC | 479 | $217.9K | 0.07% | +5+1.1% | Added |
| Total Investment Management Inc | 479 | $218.0K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 480 | $218.6K | 0.05% | +480 | New |
| Winch Advisory Services, LLC | 481 | $218.7K | 0.07% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 481 | $219.2K | 0.10% | +28+6.2% | Added |
| Sepio Capital, LP | 483 | $219.7K | 0.02% | −125−20.6% | Reduced |
| Mattern Wealth Management LLC | 483 | $219.7K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 484 | $220.2K | 0.01% | +484 | New |
| Kickstand Ventures, LLC. | 485 | $220.6K | 0.06% | −557−53.5% | Reduced |
| LifeSteps Financial, Inc. | 485 | $220.7K | 0.17% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 486 | $221.1K | 0.15% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 486 | $221.1K | 0.05% | +486 | New |
| Plan Group Financial, LLC | 488 | $221.8K | 0.15% | +2+0.4% | Added |
| Core Wealth Advisors, Inc. | 488 | $222.0K | 0.08% | +5+1.0% | Added |
| Wealth Architects, LLC | 489 | $222.4K | 0.03% | +6+1.2% | Added |
| Osborne Partners Capital Management, LLC | 490 | $222.9K | 0.01% | −56−10.3% | Reduced |
| Argent Capital Management LLC | 490 | $222.9K | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 491 | $223.3K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 491 | $223.4K | 0.02% | +16+3.4% | Added |
| LifePlan Financial, LLC | 492 | $223.8K | 0.21% | −51−9.4% | Reduced |
| Financial Partners Group, Inc | 492 | $224.0K | 0.04% | −8−1.6% | Reduced |