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 |
|---|---|---|---|---|---|
| Keystone Financial Services | 686 | $312.3K | 0.14% | +1+0.1% | Added |
| Titleist Asset Management, LLC | 687 | $312.3K | 0.05% | −914−57.1% | Reduced |
| Chilton Capital Management LLC | 688 | $313.0K | 0.01% | −76−9.9% | Reduced |
| Ignite Planners, LLC | 693 | $313.8K | 0.09% | −176−20.3% | Reduced |
| Cascade Investment Group, Inc. | 693 | $315.1K | 0.24% | −25−3.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 693 | $315.2K | 0.07% | +55+8.6% | Added |
| Numerai GP LLC | 693 | $315.2K | 0.14% | +693 | New |
| Tempus Wealth Planning, LLC | 693 | $315.3K | 0.14% | +70+11.2% | Added |
| Sound Income Strategies, LLC | 696 | $316.6K | 0.02% | −99−12.5% | Reduced |
| New Vernon Capital Holdings II LLC | 703 | $319.8K | 0.17% | +703 | New |
| Morris Retirement Advisors, LLC | 703 | $319.9K | 0.19% | −157−18.3% | Reduced |
| J. Stern & Co. LLP | 705 | $320.7K | 0.04% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 705 | $320.7K | 0.61% | +1+0.1% | Added |
| Dogwood Wealth Management LLC | 706 | $321.3K | 0.22% | +121+20.7% | Added |
| S. R. Schill & Associates | 707 | $321.6K | 0.14% | 00.0% | Unchanged |
| Farmers National Bank | 708 | $322.0K | 0.10% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 709 | $322.5K | 0.07% | −398−36.0% | Reduced |
| Atlantic Union Bankshares Corp | 709 | $322.5K | 0.03% | −17−2.3% | Reduced |
| Northside Capital Management, LLC | 710 | $323.0K | 0.06% | 00.0% | Unchanged |
| Wealth Effects LLC | 711 | $323.4K | 0.12% | −31−4.2% | Reduced |
| Cape Ann Savings Bank | 711 | $323.4K | 0.20% | −2−0.3% | Reduced |
| Colonial River Wealth Management, LLC | 713 | $324.4K | 0.18% | −237−24.9% | Reduced |
| Zimmermann Investment Management & Planning LLC | 713 | $324.5K | 0.12% | +4+0.6% | Added |
| Stonebridge Capital Advisors LLC | 714 | $324.8K | 0.03% | +61+9.3% | Added |
| Old North State Trust, LLC | 714 | $325.0K | 0.27% | +714 | New |
| Vise Technologies, Inc. | 715 | $325.1K | 0.06% | +9+1.3% | Added |
| Everpar Advisors LLC | 715 | $325.2K | 0.20% | −246−25.6% | Reduced |
| Indiana Trust & Investment Management CO | 716 | $325.7K | 0.13% | −156−17.9% | Reduced |
| Fielder Capital Group LLC | 718 | $326.5K | 0.15% | +9+1.3% | Added |
| NTV Asset Management LLC | 719 | $327.1K | 0.05% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 721 | $328.0K | 0.08% | −75−9.4% | Reduced |
| Old Port Advisors | 722 | $328.4K | 0.10% | −48−6.2% | Reduced |
| Legacy Bridge, LLC | 723 | $328.9K | 0.19% | −27−3.6% | Reduced |
| Keebeck Alpha, LP | 725 | $329.8K | 0.22% | −664−47.8% | Reduced |
| Mainstay Capital Management LLC | 726 | $330.2K | 0.06% | 00.0% | Unchanged |
| Red Wave Investments LLC | 727 | $330.7K | 0.12% | +4+0.6% | Added |
| Portfolio Strategies, Inc. | 728 | $331.1K | 0.02% | +11+1.5% | Added |
| CBOE Vest Financial, LLC | 729 | $331.3K | 0.01% | +729 | New |
| Montz Harcus Wealth Management LLC | 729 | $331.5K | 0.22% | +125+20.7% | Added |
| JB Capital LLC | 729 | $331.6K | 0.02% | +244+50.3% | Added |
| Bank Hapoalim BM | 733 | $333.0K | 0.04% | −172−19.0% | Reduced |
| Aspiriant, LLC | 734 | $333.9K | 0.01% | −5−0.7% | Reduced |
| Indie Asset Partners, LLC | 736 | $334.9K | 0.30% | +4+0.5% | Added |
| Powell Investment Advisors, LLC | 737 | $335.2K | 0.18% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 742 | $336.2K | 0.14% | −23−3.0% | Reduced |
| Connecticut Wealth Management, LLC | 739 | $336.2K | 0.02% | −20−2.6% | Reduced |
| Quent Capital, LLC | 739 | $336.4K | 0.04% | −23−3.0% | Reduced |
| Ironsides Asset Advisors, LLC | 740 | $336.6K | 0.12% | −92−11.1% | Reduced |
| Perkins Coie Trust Co | 744 | $338.4K | 0.08% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 745 | $338.9K | 0.01% | +745 | New |
| Cynosure Management, LLC | 748 | $340.2K | 0.06% | +748 | New |
| Mathes Company, Inc. | 750 | $341.0K | 0.13% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 750 | $341.2K | 0.06% | −54−6.7% | Reduced |
| Stewart & Patten Co LLC | 750 | $341.2K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 751 | $341.4K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 751 | $341.6K | 0.09% | 00.0% | Unchanged |
| FIL Ltd | 752 | $342.1K | 0.00% | +752 | New |
| Wealth Alliance Advisory Group, LLC | 754 | $343.0K | 0.08% | +42+5.9% | Added |
| Laffer Tengler Investments | 755 | $343.3K | 0.09% | +368+95.1% | Added |
| Oracle Alpha Inc. | 755 | $343.4K | 0.62% | −303−28.6% | Reduced |
| Intrepid Capital Management Inc | 755 | $343.4K | 0.22% | +187+32.9% | Added |
| Impact Partnership Wealth, LLC | 755 | $343.5K | 0.14% | +727+2,596.4% | Added |
| World Equity Group, Inc. | 756 | $343.9K | 0.07% | −204−21.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 756 | $343.9K | 0.24% | −9−1.2% | Reduced |
| Norwood Financial Corp | 760 | $345.7K | 0.50% | +25+3.4% | Added |
| Pekin Hardy Strauss, Inc. | 760 | $345.7K | 0.05% | −25−3.2% | Reduced |
| Meritage Portfolio Management | 760 | $346.0K | 0.02% | +107+16.4% | Added |
| Marotta Asset Management | 762 | $346.6K | 0.07% | −4−0.5% | Reduced |
| West Wealth Group, LLC | 764 | $347.3K | 0.13% | −15−1.9% | Reduced |
| Kennedy Investment Group | 765 | $348.1K | 0.19% | +5+0.7% | Added |
| Benjamin Edwards Inc | 767 | $349.0K | 0.07% | −604−44.1% | Reduced |
| Allstate Corp | 768 | $349.3K | 0.02% | −9−1.2% | Reduced |
| Rockland Trust Co | 770 | $350.3K | 0.02% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 774 | $352.0K | 0.31% | −100−11.4% | Reduced |
| Dodge & Cox | 775 | $352.5K | 0.00% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 776 | $353.0K | 0.01% | −100−11.4% | Reduced |
| Keel Point, LLC | 781 | $355.3K | 0.04% | −105−11.9% | Reduced |
| Catalyst Financial Partners LLC | 781 | $356.2K | 0.09% | −58−6.9% | Reduced |
| Amplius Wealth Advisors, LLC | 785 | $357.1K | 0.04% | +52+7.1% | Added |
| SYSTM Wealth Solutions LLC | 785 | $357.2K | 0.05% | −42−5.1% | Reduced |
| Etfidea, LLC | 785 | $357.3K | 0.12% | −64−7.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 786 | $357.6K | 0.16% | +44+5.9% | Added |
| Lakeridge Wealth Management LLC | 787 | $358.1K | 0.23% | −15−1.9% | Reduced |
| Cozad Asset Management Inc | 789 | $358.9K | 0.04% | −51−6.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 790 | $359.5K | 0.03% | 00.0% | Unchanged |
| Well Done, LLC | 791 | $359.8K | 0.07% | +90+12.8% | Added |
| Trust Point Inc. | 793 | $360.7K | 0.03% | −128−13.9% | Reduced |
| True North Advisors, LLC | 795 | $361.6K | 0.10% | −442−35.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 797 | $362.5K | 0.09% | −426−34.8% | Reduced |
| Rosenberg Matthew Hamilton | 803 | $363.6K | 0.11% | −41−4.9% | Reduced |
| Private Wealth Strategies, L.L.C. | 801 | $364.2K | 0.08% | +6+0.8% | Added |
| Bill Few Associates, Inc. | 802 | $364.8K | 0.15% | +4+0.5% | Added |
| Chase Investment Counsel Corp | 805 | $366.0K | 0.14% | −2,188−73.1% | Reduced |
| Dimension Capital Management LLC | 805 | $366.2K | 0.07% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 805 | $366.2K | 0.25% | 00.0% | Unchanged |
| Avestar Capital, LLC | 801 | $366.9K | 0.04% | +50+6.7% | Added |
| Peachtree Investment Partners, LLC | 807 | $367.2K | 0.15% | −133−14.1% | Reduced |
| tru Independence LLC | 807 | $367.3K | 0.11% | −1−0.1% | Reduced |
| Equitable Trust Co | 808 | $367.5K | 0.03% | +88+12.2% | Added |
| Angeles Wealth Management, LLC | 808 | $367.5K | 0.04% | +101+14.3% | Added |