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 |
|---|---|---|---|---|---|
| Covenant Asset Management, LLC | 809 | $368.0K | 0.09% | −2,148−72.6% | Reduced |
| First Trust Investment Solutions L.P. | 809 | $368.0K | 0.06% | −85−9.5% | Reduced |
| Saxon Interests, Inc. | 810 | $368.3K | 0.18% | −6−0.7% | Reduced |
| Clough Capital Partners L P | 815 | $370.7K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 816 | $371.2K | 0.23% | +101+14.1% | Added |
| Stegent Equity Advisors, Inc. | 816 | $371.2K | 0.38% | +816 | New |
| SFMG, LLC | 816 | $371.2K | 0.03% | +4+0.5% | Added |
| Cascade Financial Partners, LLC | 826 | $372.0K | 0.05% | +826 | New |
| Relyea Zuckerberg Hanson LLC | 820 | $373.2K | 0.07% | +36+4.6% | Added |
| SMART Wealth LLC | 821 | $373.4K | 0.17% | +249+43.5% | Added |
| TrueWealth Advisors, LLC | 822 | $374.0K | 0.14% | −27−3.2% | Reduced |
| Gries Financial LLC | 824 | $374.8K | 0.06% | −29−3.4% | Reduced |
| Epic Trust Investment Advisors, LLC | 828 | $376.9K | 0.46% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 830 | $377.5K | 0.02% | −50−5.7% | Reduced |
| Belfer Management LLC | 831 | $377.9K | 6.81% | +4+0.5% | Added |
| Salem Investment Counselors Inc | 832 | $378.5K | 0.01% | +55+7.1% | Added |
| Inscription Capital, LLC | 832 | $378.5K | 0.06% | +266+47.0% | Added |
| Allred Capital Management, LLC | 836 | $380.3K | 0.15% | −1−0.1% | Reduced |
| Viawealth, LLC | 836 | $380.5K | 0.24% | +14+1.7% | Added |
| Biltmore Family Office, LLC | 842 | $383.0K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 844 | $383.9K | 0.03% | −265−23.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 848 | $385.7K | 0.21% | +6+0.7% | Added |
| 1620 Investment Advisors, Inc. | 848 | $385.7K | 0.39% | −11−1.3% | Reduced |
| Redwood Wealth Management Group, LLC | 849 | $386.0K | 0.41% | −3−0.4% | Reduced |
| Cullen Investment Group, Ltd. | 853 | $386.5K | 0.06% | +4+0.5% | Added |
| New Republic Capital, LLC | 845 | $387.0K | 0.25% | −44−4.9% | Reduced |
| Lifeworks Advisors, LLC | 854 | $388.3K | 0.11% | +12+1.4% | Added |
| Burns Matteson Capital Management, LLC | 855 | $388.9K | 0.25% | −332−28.0% | Reduced |
| Kames Capital plc | 857 | $390.0K | 0.01% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 859 | $390.5K | 0.20% | +3+0.4% | Added |
| Per Stirling Capital Management, LLC. | 859 | $390.6K | 0.07% | +2+0.2% | Added |
| Freedom Day Solutions, LLC | 859 | $390.6K | 0.14% | −97−10.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 859 | $390.7K | 0.22% | −162−15.9% | Reduced |
| Grove Bank & Trust | 863 | $392.6K | 0.07% | −2−0.2% | Reduced |
| Court Place Advisors, LLC | 863 | $392.6K | 0.13% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 865 | $393.5K | 0.04% | +1+0.1% | Added |
| Legacy Capital Group California, Inc. | 865 | $393.5K | 0.15% | +126+17.1% | Added |
| Edmp, Inc. | 866 | $393.8K | 0.33% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 880 | $394.2K | 0.05% | +93+11.8% | Added |
| Perfromance Wealth Partners, LLC | 868 | $394.8K | 0.02% | +66+8.2% | Added |
| DT Investment Partners, LLC | 869 | $395.3K | 0.04% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 875 | $396.2K | 0.07% | −115−11.6% | Reduced |
| Harbor Group, Inc. | 872 | $396.6K | 0.10% | +4+0.5% | Added |
| High Net Worth Advisory Group LLC | 872 | $396.8K | 0.12% | +201+30.0% | Added |
| Borer Denton & Associates, Inc. | 873 | $397.1K | 0.14% | 00.0% | Unchanged |
| Verde Capital Management | 874 | $397.6K | 0.14% | +327+59.8% | Added |
| Mraz, Amerine & Associates, Inc. | 876 | $398.5K | 0.08% | −58−6.2% | Reduced |
| OneAscent Financial Services LLC | 872 | $399.0K | 0.04% | −27−3.0% | Reduced |
| High Falls Advisors, Inc | 880 | $400.3K | 0.10% | +265+43.1% | Added |
| Hodges Capital Management Inc. | 883 | $402.0K | 0.03% | +13+1.5% | Added |
| Silverlake Wealth Management LLC | 884 | $402.1K | 0.20% | −18−2.0% | Reduced |
| NWF Advisory Services Inc. | 884 | $402.1K | 0.07% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 885 | $402.6K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 886 | $403.2K | 0.13% | 00.0% | Unchanged |
| Peoples Bank | 887 | $403.5K | 0.32% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 888 | $404.1K | 0.09% | −15−1.7% | Reduced |
| Raleigh Capital Management Inc. | 889 | $404.1K | 0.17% | −3−0.3% | Reduced |
| Calamos Wealth Management LLC | 889 | $404.4K | 0.02% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 890 | $404.6K | 0.07% | −36−3.9% | Reduced |
| Birchcreek Wealth Management, LLC | 894 | $406.7K | 0.21% | +95+11.9% | Added |
| Oak Harbor Wealth Partners, LLC | 902 | $410.5K | 0.13% | 00.0% | Unchanged |
| Norris Perne & French LLP | 905 | $411.7K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 905 | $411.7K | 0.10% | +35+4.0% | Added |
| Select Asset Management & Trust | 907 | $413.0K | 0.17% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 908 | $413.0K | 0.21% | +72+8.6% | Added |
| Catalina Capital Group, LLC | 908 | $413.0K | 0.18% | +408+81.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 909 | $413.3K | 0.08% | +219+31.7% | Added |
| Secure Asset Management, LLC | 912 | $414.8K | 0.10% | −418−31.4% | Reduced |
| Riverview Trust Co | 912 | $414.8K | 0.32% | −100−9.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 913 | $415.2K | 0.08% | +3+0.3% | Added |
| Shelton Wealth Management, LLC | 915 | $416.2K | 0.26% | −580−38.8% | Reduced |
| Mairs & Power Inc | 918 | $417.6K | 0.00% | −40−4.2% | Reduced |
| Bank of New Hampshire | 918 | $417.6K | 0.11% | −25−2.7% | Reduced |
| Elevated Capital Advisors, LLC | 918 | $417.7K | 0.12% | +99+12.1% | Added |
| Stevens Capital Management LP | 918 | $418.0K | 0.08% | −2,233−70.9% | Reduced |
| Detalus Advisors, LLC | 920 | $418.5K | 0.15% | −3−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 921 | $419.4K | 0.02% | −6,833−88.1% | Reduced |
| AlphaMark Advisors, LLC | 924 | $420.0K | 0.15% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 914 | $421.6K | 0.08% | +15+1.7% | Added |
| Genesee Capital Advisors, LLC | 929 | $422.7K | 0.23% | +6+0.7% | Added |
| Granite Investment Partners, LLC | 930 | $423.0K | 0.02% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 930 | $423.3K | 0.39% | −240−20.5% | Reduced |
| Midland Wealth Advisors LLC | 932 | $423.9K | 0.03% | −97−9.4% | Reduced |
| Stokes Family Office, LLC | 934 | $424.8K | 0.05% | +934 | New |
| Arden Trust Co | 934 | $424.9K | 0.06% | −26−2.7% | Reduced |
| Congress Park Capital LLC | 935 | $425.3K | 0.19% | +25+2.7% | Added |
| Callan Family Office, LLC | 937 | $426.2K | 0.10% | −12−1.3% | Reduced |
| AdvisorShares Investments LLC | 939 | $427.1K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 940 | $427.6K | 0.29% | −69−6.8% | Reduced |
| KLCM Advisors, Inc. | 944 | $429.2K | 0.06% | −59−5.9% | Reduced |
| Advus Financial Partners, LLC | 945 | $429.8K | 0.13% | +292+44.7% | Added |
| Northwest Wealth Management, LLC | 945 | $429.9K | 0.12% | −4−0.4% | Reduced |
| Liberty Capital Management, Inc. | 946 | $430.3K | 0.11% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 947 | $431.0K | 0.04% | −6−0.6% | Reduced |
| BBR Partners, LLC | 948 | $431.1K | 0.03% | +216+29.5% | Added |
| Widmann Financial Services, Inc. | 948 | $431.2K | 0.36% | +38+4.2% | Added |
| Plancorp, LLC | 949 | $431.7K | 0.02% | +7+0.7% | Added |
| Jackson Square Capital, LLC | 954 | $433.9K | 0.11% | −57−5.6% | Reduced |
| Trust Co of Virginia | 955 | $434.4K | 0.04% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 957 | $435.3K | 0.17% | −200−17.3% | Reduced |