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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,128 | $513.1K | 0.02% | −111−9.0% | Reduced |
| United Advisor Group, LLC | 1,129 | $513.5K | 0.19% | +327+40.8% | Added |
| Guardian Wealth Advisors, LLC | 1,131 | $514.5K | 0.06% | +13+1.2% | Added |
| Masso Torrence Wealth Management Inc. | 1,131 | $514.5K | 0.31% | +169+17.6% | Added |
| MCF Advisors LLC | 1,134 | $515.8K | 0.04% | +53+4.9% | Added |
| Sterling Investment Counsel, LLC | 1,135 | $516.3K | 0.24% | +43+3.9% | Added |
| Oak Family Advisors, LLC | 1,139 | $518.0K | 0.20% | −1,388−54.9% | Reduced |
| Prostatis Group LLC | 1,141 | $519.0K | 0.20% | −50−4.2% | Reduced |
| Cardiff Park Advisors, LLC | 1,144 | $520.3K | 0.05% | +93+8.8% | Added |
| Monograph Wealth Advisors, LLC | 1,144 | $520.5K | 0.08% | −1,003−46.7% | Reduced |
| Smart Money Group LLC | 1,120 | $521.0K | 0.20% | +406+56.9% | Added |
| Intrust Bank NA | 1,147 | $521.7K | 0.06% | +3+0.3% | Added |
| EverSource Wealth Advisors, LLC | 1,125 | $523.2K | 0.04% | +225+25.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,152 | $524.0K | 0.31% | +30+2.7% | Added |
| Fingerlakes Wealth Management, Inc. | 1,153 | $524.5K | 0.51% | +3+0.3% | Added |
| Idaho Trust Bank | 1,153 | $524.5K | 0.51% | +1,153 | New |
| HST Ventures, LLC | 1,159 | $527.2K | 0.21% | −2,220−65.7% | Reduced |
| Private Capital Management LLC | 1,159 | $527.2K | 0.12% | +10+0.9% | Added |
| Alta Wealth Advisors LLC | 1,160 | $527.6K | 0.27% | −102−8.1% | Reduced |
| Keebeck Wealth Management, LLC | 1,161 | $528.1K | 0.08% | −7−0.6% | Reduced |
| CWS Financial Advisors, LLC | 1,161 | $528.3K | 0.22% | −1,820−61.1% | Reduced |
| Kelly Financial Services LLC | 1,164 | $529.5K | 0.20% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,164 | $529.7K | 0.21% | +62+5.6% | Added |
| Leo Wealth, LLC | 1,173 | $531.9K | 0.05% | −38−3.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,175 | $534.3K | 0.11% | −11−0.9% | Reduced |
| Evermay Wealth Management LLC | 1,179 | $536.1K | 0.08% | +83+7.6% | Added |
| Matisse Capital | 1,181 | $537.1K | 0.26% | +1+0.1% | Added |
| Norden Group LLC | 1,186 | $539.6K | 0.11% | +581+96.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,187 | $539.9K | 0.20% | −65−5.2% | Reduced |
| Vivid Wealth Management, LLC | 1,191 | $541.8K | 0.34% | −7−0.6% | Reduced |
| Lion Street Advisors, LLC | 1,199 | $542.2K | 0.22% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,194 | $543.2K | 0.09% | +77+6.9% | Added |
| Harvey Capital Management Inc | 1,200 | $545.8K | 0.16% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $548.6K | 0.31% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,209 | $550.0K | 0.08% | −6−0.5% | Reduced |
| Willner & Heller, LLC | 1,210 | $550.2K | 0.55% | +2+0.2% | Added |
| Whitener Capital Management, Inc. | 1,217 | $553.6K | 0.18% | +184+17.8% | Added |
| PFC Capital Group, Inc. | 1,220 | $554.0K | 0.30% | −15−1.2% | Reduced |
| Mason & Associates Inc | 1,221 | $555.4K | 0.15% | −64−5.0% | Reduced |
| Resurgent Financial Advisors LLC | 1,222 | $555.9K | 0.30% | −216−15.0% | Reduced |
| Northcape Wealth Management, LLC | 1,228 | $558.5K | 0.20% | −190−13.4% | Reduced |
| Financial Management Professionals, Inc. | 1,229 | $559.0K | 0.08% | +118+10.6% | Added |
| ABN AMRO Bank N.V. | 1,230 | $559.6K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,223 | $560.2K | 0.03% | −232−15.9% | Reduced |
| Latitude Advisors, LLC | 1,232 | $560.3K | 0.35% | +47+4.0% | Added |
| Cresta Advisors, Ltd. | 1,238 | $563.3K | 0.36% | +1+0.1% | Added |
| Kozak & Associates, Inc. | 1,213 | $563.7K | 0.15% | +18+1.5% | Added |
| FLC Capital Advisors | 1,240 | $563.9K | 0.14% | +7+0.6% | Added |
| Accel Wealth Management | 1,241 | $564.4K | 0.24% | +408+49.0% | Added |
| Manhattan West Asset Management, LLC | 1,243 | $565.5K | 0.14% | +53+4.5% | Added |
| Motiv8 Investments LLC | 1,248 | $567.8K | 0.44% | +285+29.6% | Added |
| Grandview Asset Management LLC | 1,259 | $573.0K | 0.26% | +60+5.0% | Added |
| Crescent Grove Advisors, LLC | 1,261 | $573.6K | 0.06% | −104−7.6% | Reduced |
| Bennett Associates Wealth Management | 1,261 | $573.6K | 0.52% | +1,261 | New |
| Wolff Financial Management LLC | 1,261 | $574.0K | 0.17% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,264 | $575.0K | 0.06% | −476−27.4% | Reduced |
| Tradition Wealth Management, LLC | 1,267 | $576.2K | 0.06% | +3+0.2% | Added |
| Chapin Davis, Inc. | 1,270 | $577.7K | 0.21% | +539+73.7% | Added |
| Virtue Capital Management, LLC | 1,268 | $578.2K | 0.10% | −358−22.0% | Reduced |
| Gilbert & Cook, Inc. | 1,273 | $579.0K | 0.08% | −4−0.3% | Reduced |
| MSH Capital Advisors LLC | 1,280 | $582.4K | 0.20% | −29−2.2% | Reduced |
| Eagle Ridge Investment Management | 1,281 | $582.7K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,284 | $584.0K | 0.23% | +114+9.7% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,284 | $584.1K | 0.76% | −88−6.4% | Reduced |
| Brevan Howard Capital Management LP | 1,285 | $584.5K | 0.05% | −5,836−82.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,295 | $585.8K | 0.05% | −33−2.5% | Reduced |
| Wealth Management Associates, Inc. | 1,262 | $589.5K | 0.28% | −230−15.4% | Reduced |
| Schnieders Capital Management LLC | 1,302 | $592.2K | 0.12% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,303 | $592.7K | 0.16% | +15+1.2% | Added |
| Garrison Point Advisors, LLC | 1,305 | $593.6K | 0.38% | 00.0% | Unchanged |
| Berkshire Bank | 1,307 | $594.5K | 0.15% | +128+10.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,312 | $597.0K | 0.01% | −136,823−99.1% | Reduced |
| Monument Capital Management | 1,318 | $599.5K | 0.17% | −727−35.6% | Reduced |
| Kowal Investment Group, LLC | 1,322 | $601.3K | 0.13% | +465+54.3% | Added |
| Toth Financial Advisory Corp | 1,324 | $602.2K | 0.08% | +7+0.5% | Added |
| Fortis Capital Advisors, LLC | 1,324 | $602.2K | 0.25% | +276+26.3% | Added |
| Pinnacle West Asset Management, Inc. | 1,325 | $603.0K | 0.48% | +10+0.8% | Added |
| Mechanics Financial Corp | 1,327 | $603.6K | 0.31% | +10+0.8% | Added |
| Ethos Financial Group, LLC | 1,327 | $604.0K | 0.11% | −307−18.8% | Reduced |
| LM Advisors LLC | 1,329 | $604.0K | 0.10% | +188+16.5% | Added |
| Pallas Capital Advisors LLC | 1,332 | $605.8K | 0.03% | +132+11.0% | Added |
| Cohen Investment Advisors LLC | 1,335 | $607.3K | 0.39% | −39−2.8% | Reduced |
| Triangle Securities Wealth Management | 1,335 | $607.3K | 0.17% | −1−0.1% | Reduced |
| Delta Financial Advisors LLC | 1,347 | $612.8K | 0.24% | +77+6.1% | Added |
| Smith, Moore & Co. | 1,348 | $613.1K | 0.07% | +22+1.7% | Added |
| Confluence Wealth Services, Inc. | 1,348 | $613.2K | 0.05% | +309+29.7% | Added |
| Siemens Fonds Invest GmbH | 1,354 | $615.9K | 0.05% | −153−10.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,354 | $615.9K | 0.42% | −25−1.8% | Reduced |
| Cadinha & Co LLC | 1,356 | $616.8K | 0.11% | −163−10.7% | Reduced |
| Keystone Financial Group | 1,358 | $617.5K | 0.09% | +109+8.7% | Added |
| BCS Wealth Management | 1,358 | $618.0K | 0.20% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,359 | $618.2K | 0.06% | −579−29.9% | Reduced |
| SignalPoint Asset Management, LLC | 1,359 | $618.2K | 0.17% | +50+3.8% | Added |
| BCJ Capital Management, LLC | 1,360 | $618.6K | 0.05% | −859−38.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,361 | $619.0K | 0.34% | −1,560−53.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,361 | $619.1K | 0.24% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,361 | $619.2K | 0.08% | −40−2.9% | Reduced |
| Paulson Wealth Management Inc. | 1,362 | $619.5K | 0.18% | −1−0.1% | Reduced |
| Bristlecone Advisors, LLC | 1,363 | $620.0K | 0.05% | −3−0.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,370 | $623.2K | 0.26% | 00.0% | Unchanged |