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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 958 | $435.8K | 0.05% | −15,797−94.3% | Reduced |
| ICA Group Wealth Management, LLC | 959 | $436.0K | 0.09% | +102+11.9% | Added |
| Southland Equity Partners LLC | 959 | $436.2K | 0.12% | +239+33.2% | Added |
| Octavia Wealth Advisors, LLC | 959 | $436.7K | 0.06% | −588−38.0% | Reduced |
| HCR Wealth Advisors | 961 | $437.1K | 0.07% | +447+87.0% | Added |
| Insight 2811, Inc. | 965 | $438.9K | 0.23% | +6+0.6% | Added |
| Mogy Joel R Investment Counsel Inc | 969 | $440.9K | 0.03% | −9−0.9% | Reduced |
| LVW Advisors, LLC | 972 | $442.1K | 0.07% | +187+23.8% | Added |
| Fort Point Capital Partners LLC | 973 | $442.6K | 0.06% | −69−6.6% | Reduced |
| NCM Capital Management, LLC | 977 | $444.4K | 0.25% | −5−0.5% | Reduced |
| Inspire Advisors, LLC | 979 | $445.2K | 0.06% | −21−2.1% | Reduced |
| Private Capital Management, LLC | 979 | $445.5K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 980 | $446.0K | 0.01% | +980 | New |
| Centennial Bank | 982 | $446.7K | 0.23% | −119−10.8% | Reduced |
| XR Securities LLC | 982 | $446.7K | 0.13% | −816−45.4% | Reduced |
| Westover Capital Advisors, LLC | 984 | $447.6K | 0.13% | +276+39.0% | Added |
| OMNI 360 Wealth, Inc. | 989 | $449.8K | 0.37% | −16−1.6% | Reduced |
| Capital Advisors, Ltd. LLC | 990 | $450.0K | 0.06% | +20+2.1% | Added |
| Silver Coast Investments LLC | 992 | $451.2K | 0.18% | +191+23.8% | Added |
| First National Bank Sioux Falls | 993 | $451.7K | 0.25% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 993 | $451.7K | 0.18% | +191+23.8% | Added |
| Calton & Associates, Inc. | 994 | $452.3K | 0.22% | −262−20.9% | Reduced |
| Ballast Advisors LLC | 998 | $454.0K | 0.15% | −11−1.1% | Reduced |
| Van Cleef Asset Management,Inc | 1,000 | $454.9K | 0.06% | −200−16.7% | Reduced |
| Hourglass Capital, LLC | 1,000 | $454.9K | 0.14% | 00.0% | Unchanged |
| Affiance Financial, LLC | 1,000 | $454.9K | 0.12% | 00.0% | Unchanged |
| Truefg, LLC | 1,001 | $455.3K | 0.17% | 00.0% | Unchanged |
| Meridian Financial, LLC | 1,001 | $455.5K | 0.34% | 00.0% | Unchanged |
| State of Wyoming | 1,002 | $455.8K | 0.08% | +129+14.8% | Added |
| Sawgrass Asset Management LLC | 1,004 | $456.7K | 0.05% | +104+11.6% | Added |
| Forte Capital LLC | 1,006 | $457.6K | 0.06% | +3+0.3% | Added |
| Barrett & Company, Inc. | 1,007 | $457.9K | 0.22% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,008 | $458.6K | 0.07% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 1,011 | $459.9K | 0.26% | −1,264−55.6% | Reduced |
| Dechtman Wealth Management, LLC | 1,013 | $460.7K | 0.11% | +19+1.9% | Added |
| Manchester Capital Management LLC | 1,013 | $460.8K | 0.06% | +63+6.6% | Added |
| HBC Financial Services, PLLC | 1,000 | $461.0K | 0.31% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,016 | $462.1K | 0.10% | −197−16.2% | Reduced |
| Univest Financial Corp | 1,017 | $462.6K | 0.13% | +24+2.4% | Added |
| Autumn Glory Partners, LLC | 1,020 | $464.0K | 0.23% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 1,020 | $464.0K | 0.05% | +70+7.4% | Added |
| Catalytic Wealth RIA, LLC | 1,021 | $464.4K | 0.09% | +31+3.1% | Added |
| Capital Wealth Planning, LLC | 1,021 | $464.6K | 0.00% | −314−23.5% | Reduced |
| Olistico Wealth, LLC | 1,024 | $465.8K | 0.34% | +400+64.1% | Added |
| Greenhouse Wealth Management, LLC | 1,024 | $466.0K | 0.35% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,027 | $467.2K | 0.09% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,031 | $468.9K | 0.28% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,017 | $469.4K | 0.15% | +1+0.1% | Added |
| Trustco Bank Corp N Y | 1,032 | $469.4K | 0.49% | 00.0% | Unchanged |
| Washington Trust Bank | 1,033 | $469.9K | 0.04% | −955−48.0% | Reduced |
| Hanlon Investment Management, Inc. | 1,034 | $470.3K | 0.14% | +27+2.7% | Added |
| KLR Investment Advisors, LLC | 1,020 | $470.6K | 0.34% | +1+0.1% | Added |
| David Loasby | 1,052 | $470.8K | 0.05% | +10+1.0% | Added |
| Woodward Diversified Capital, LLC | 1,035 | $470.9K | 0.29% | +50+5.1% | Added |
| Capital Advisors Wealth Management, LLC | 1,036 | $471.4K | 0.10% | −146−12.4% | Reduced |
| Concord Asset Management, LLC | 1,039 | $472.5K | 0.12% | +84+8.8% | Added |
| Syntax Research, Inc. | 1,039 | $472.6K | 0.36% | +31+3.1% | Added |
| Register Financial Advisors LLC | 1,049 | $477.2K | 0.25% | −30−2.8% | Reduced |
| MGB Wealth Management, LLC | 1,050 | $477.6K | 0.19% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,054 | $479.4K | 0.17% | +66+6.7% | Added |
| Kolinsky Wealth Management, LLC | 1,056 | $480.3K | 0.37% | −19−1.8% | Reduced |
| Chelsea Counsel Co | 1,057 | $480.8K | 0.27% | −1,050−49.8% | Reduced |
| Pacific Global Investment Management CO | 1,063 | $483.5K | 0.09% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,064 | $484.0K | 0.05% | +422+65.7% | Added |
| Smartleaf Asset Management LLC | 1,061 | $484.7K | 0.09% | +78+7.9% | Added |
| Mather Group, LLC. | 1,070 | $484.9K | 0.01% | −213−16.6% | Reduced |
| Bouchey Financial Group Ltd | 1,069 | $486.1K | 0.05% | +1+0.1% | Added |
| Meridian Management Co | 1,069 | $486.3K | 0.13% | +2+0.2% | Added |
| LaSalle St. Investment Advisors, LLC | 1,075 | $488.0K | 0.27% | +400+59.3% | Added |
| Sage Mountain Advisors LLC | 1,078 | $490.4K | 0.05% | −83−7.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,079 | $490.8K | 0.31% | +1+0.1% | Added |
| JT Stratford LLC | 1,082 | $492.2K | 0.10% | −345−24.2% | Reduced |
| Davis R M Inc | 1,083 | $492.5K | 0.01% | −46−4.1% | Reduced |
| CFM Wealth Partners LLC | 1,086 | $494.0K | 0.10% | −5−0.5% | Reduced |
| Berry Wealth Group, LP | 1,087 | $494.3K | 0.41% | +10+0.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,091 | $496.2K | 0.05% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,096 | $498.4K | 0.03% | +166+17.8% | Added |
| Bangor Savings Bank | 1,097 | $499.0K | 0.05% | −268−19.6% | Reduced |
| East Coast Asset Management, LLC. | 1,097 | $499.0K | 0.18% | −200−15.4% | Reduced |
| Bell Bank | 1,098 | $499.4K | 0.04% | +185+20.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,100 | $500.4K | 0.34% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,100 | $500.4K | 0.14% | +157+16.6% | Added |
| Darwin Advisors, LLC | 1,107 | $503.4K | 0.14% | −174−13.6% | Reduced |
| West Family Investments, Inc. | 1,109 | $504.5K | 0.16% | +402+56.9% | Added |
| Cedrus LLC | 1,111 | $505.4K | 0.28% | +339+43.9% | Added |
| Aveo Capital Partners, LLC | 1,094 | $505.4K | 0.06% | +433+65.5% | Added |
| Arthur M. Cohen & Associates, LLC | 1,113 | $506.3K | 0.11% | +63+6.0% | Added |
| BKD Wealth Advisors, LLC | 1,113 | $506.5K | 0.01% | +109+10.9% | Added |
| Patrick M Sweeney & Associates, Inc | 1,115 | $507.0K | 0.42% | +16+1.5% | Added |
| Associated Banc-Corp | 1,115 | $507.2K | 0.02% | +2+0.2% | Added |
| Sterling Financial Group, Inc. | 1,116 | $507.6K | 0.24% | −328−22.7% | Reduced |
| Carmel Capital Partners, LLC | 1,118 | $508.5K | 0.21% | +166+17.4% | Added |
| Breakwater Capital Group | 1,121 | $509.9K | 0.13% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,094 | $510.0K | 0.30% | +23+2.1% | Added |
| Founders Financial Alliance, LLC | 1,122 | $510.5K | 0.15% | −4−0.4% | Reduced |
| Cantor Fitzgerald, L. P. | 1,124 | $511.3K | 0.12% | −172−13.3% | Reduced |
| Joel Isaacson & Co., LLC | 1,125 | $511.7K | 0.03% | +55+5.1% | Added |
| Eagle Global Advisors LLC | 1,126 | $512.2K | 0.03% | −21,183−95.0% | Reduced |
| Security National Bank of Sioux City Iowa | 1,126 | $512.2K | 0.36% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,126 | $512.2K | 0.15% | +141+14.3% | Added |