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 |
|---|---|---|---|---|---|
| Darden Wealth Group Inc | 490 | $224.4K | 0.18% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 487 | $225.4K | 0.01% | +487 | New |
| First United Bank Trust | 496 | $225.6K | 0.08% | −66−11.7% | Reduced |
| LongView Wealth Management | 496 | $225.6K | 0.09% | −13−2.6% | Reduced |
| Greenwich Wealth Management LLC | 496 | $226.0K | 0.02% | +25+5.3% | Added |
| Financial Advisory Corp | 496 | $226.0K | 0.09% | +47+10.5% | Added |
| Galvin, Gaustad & Stein, LLC | 497 | $226.1K | 0.02% | −85−14.6% | Reduced |
| Maripau Wealth Management LLC | 497 | $226.2K | 0.17% | +7+1.4% | Added |
| Alhambra Investment Partners LLC | 499 | $227.0K | 0.12% | +17+3.5% | Added |
| Greatmark Investment Partners, Inc. | 499 | $227.0K | 0.03% | +499 | New |
| Innova Wealth Partners | 499 | $227.0K | 0.18% | +499 | New |
| JMG Financial Group, Ltd. | 500 | $227.4K | 0.01% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 500 | $227.4K | 0.05% | 00.0% | Unchanged |
| Epiq Partners, LLC | 500 | $227.4K | 0.15% | +500 | New |
| Constitution Capital LLC | 500 | $227.4K | 0.13% | +500 | New |
| Triad Wealth Partners, LLC | 502 | $228.3K | 0.18% | +502 | New |
| Consolidated Portfolio Review Corp | 503 | $228.8K | 0.06% | −21−4.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 504 | $229.0K | 0.20% | +18+3.7% | Added |
| Aberdeen Wealth Management LLC | 505 | $229.5K | 0.13% | +1+0.2% | Added |
| Bank of Hawaii | 505 | $229.7K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 505 | $229.9K | 0.11% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 507 | $230.6K | 0.11% | +507 | New |
| Gemmer Asset Management LLC | 508 | $231.1K | 0.03% | 00.0% | Unchanged |
| First National Bank | 508 | $231.1K | 0.17% | +30+6.3% | Added |
| Kuhn & Co Investment Counsel | 511 | $232.4K | 0.22% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 512 | $232.9K | 0.02% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 513 | $233.3K | 0.00% | +513 | New |
| New Potomac Partners, LLC | 514 | $233.8K | 0.13% | −13−2.5% | Reduced |
| City Holding Co | 514 | $233.8K | 0.04% | −12−2.3% | Reduced |
| Camden National Bank | 514 | $233.8K | 0.04% | −20−3.7% | Reduced |
| NBW Capital LLC | 514 | $233.8K | 0.05% | +32+6.6% | Added |
| Exchange Bank | 514 | $233.8K | 0.19% | −14−2.7% | Reduced |
| Connors Investor Services Inc | 515 | $234.3K | 0.02% | 00.0% | Unchanged |
| MBL Wealth, LLC | 516 | $234.7K | 0.03% | −10−1.9% | Reduced |
| Romano Brothers and Company | 518 | $235.6K | 0.03% | −11−2.1% | Reduced |
| Family Management Corp | 519 | $236.1K | 0.04% | −5,062−90.7% | Reduced |
| Whalen Wealth Management Inc. | 519 | $236.1K | 0.17% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 520 | $236.4K | 0.18% | +520 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 520 | $236.5K | 0.00% | +520 | New |
| Apexium Financial, LP | 519 | $237.2K | 0.02% | −258−33.2% | Reduced |
| Peoples Bank | 522 | $237.4K | 0.13% | +74+16.5% | Added |
| Main Street Group, LTD | 525 | $237.7K | 0.10% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 531 | $237.7K | 0.11% | +3+0.6% | Added |
| Reston Wealth Management LLC | 523 | $237.7K | 0.10% | −11−2.1% | Reduced |
| BKM Wealth Management, LLC | 523 | $237.9K | 0.10% | +266+103.5% | Added |
| Advocate Group LLC | 524 | $238.4K | 0.05% | −42−7.4% | Reduced |
| Clear Creek Financial Management, LLC | 524 | $238.5K | 0.03% | +75+16.7% | Added |
| Abacus Wealth Partners, LLC | 525 | $238.8K | 0.04% | −55−9.5% | Reduced |
| Gould Asset Management LLC | 525 | $238.8K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 526 | $239.3K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 522 | $239.7K | 0.17% | +7+1.4% | Added |
| Cutler Investment Counsel LLC | 530 | $241.1K | 0.03% | −253−32.3% | Reduced |
| Nemes Rush Group LLC | 532 | $242.0K | 0.03% | −39−6.8% | Reduced |
| Signal Advisors Wealth, LLC | 532 | $242.1K | 0.06% | +44+9.0% | Added |
| Perennial Advisors, LLC | 533 | $242.4K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 535 | $243.4K | 0.09% | −94−14.9% | Reduced |
| StrongBox Wealth, LLC | 536 | $243.7K | 0.13% | +10+1.9% | Added |
| Smith & Howard Wealth Management, LLC | 537 | $244.3K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 538 | $244.5K | 0.09% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 538 | $244.7K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 538 | $244.7K | 0.04% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 539 | $245.2K | 0.09% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 539 | $245.2K | 0.06% | +5+0.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 539 | $245.2K | 0.08% | +539 | New |
| Trustmark National Bank Trust Department | 541 | $246.1K | 0.02% | −63−10.4% | Reduced |
| Crewe Advisors LLC | 542 | $246.5K | 0.03% | +542 | New |
| Elgethun Capital Management | 547 | $247.8K | 0.06% | +4+0.7% | Added |
| HTLF Bank | 545 | $247.9K | 0.03% | +44+8.8% | Added |
| Semus Wealth Partners LLC | 546 | $248.2K | 0.21% | +3+0.6% | Added |
| Hilton Capital Management, LLC | 546 | $248.4K | 0.02% | −48−8.1% | Reduced |
| Eqis Capital Management, Inc. | 548 | $249.1K | 0.02% | −82−13.0% | Reduced |
| River Street Advisors LLC | 548 | $249.3K | 0.17% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 548 | $249.3K | 0.02% | +95+21.0% | Added |
| Fort, L.P. | 549 | $249.7K | 0.63% | −41−6.9% | Reduced |
| Jacobs & Co | 550 | $250.0K | 0.03% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 549 | $250.0K | 0.15% | −1−0.2% | Reduced |
| Searle & Co. | 550 | $250.2K | 0.06% | 00.0% | Unchanged |
| Onefund, LLC | 554 | $250.8K | 0.30% | −29−5.0% | Reduced |
| Central Pacific Bank - Trust Division | 554 | $250.8K | 0.03% | +554 | New |
| MBB Public Markets I LLC | 555 | $252.5K | 0.02% | +555 | New |
| Valtinson Bruner Financial Planning LLC | 558 | $253.6K | 0.11% | +1+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 559 | $254.3K | 0.09% | +228+68.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 560 | $254.7K | 0.11% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 562 | $255.6K | 0.15% | +1+0.2% | Added |
| Rebalance, LLC | 566 | $257.5K | 0.02% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 566 | $257.5K | 0.15% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 568 | $258.5K | 0.05% | +1+0.2% | Added |
| Financial Management Network Inc | 570 | $259.0K | 0.07% | −136−19.3% | Reduced |
| Ellis Investment Partners, LLC | 570 | $259.2K | 0.06% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 572 | $260.2K | 0.07% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 572 | $260.2K | 0.15% | +5+0.9% | Added |
| Campbell Wealth Management | 576 | $262.0K | 0.03% | −13−2.2% | Reduced |
| First Dallas Securities Inc. | 575 | $262.0K | 0.12% | 00.0% | Unchanged |
| Retirement Planning Group | 576 | $262.0K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 576 | $262.0K | 0.11% | +20+3.6% | Added |
| Baker Avenue Asset Management, LP | 578 | $262.9K | 0.01% | +30+5.5% | Added |
| Safeguard Investment Advisory Group, LLC | 578 | $263.5K | 0.09% | −1−0.2% | Reduced |
| McAdam, LLC | 582 | $264.6K | 0.02% | +27+4.9% | Added |
| Five Oceans Advisors | 582 | $264.7K | 0.14% | 00.0% | Unchanged |
| Summit X, LLC | 579 | $264.9K | 0.07% | +19+3.4% | Added |