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; 2,795 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
- 2,420
- +6 vs. Q4 2023
- Shares held
- 176.2M
- −2.20M (−1.2%) vs. Q4 2023
- Total value
- $80.1B
- −$756.2M (−0.9%) vs. Q4 2023
- New holders
- 147
- 987 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 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 4,455 | $2.03M | 0.40% | −818−15.5% | Reduced |
| Kornitzer Capital Management Inc | 4,433 | $2.02M | 0.04% | −29−0.6% | Reduced |
| Federated Hermes, Inc. | 4,424 | $2.01M | 0.00% | −382−7.9% | Reduced |
| TrinityPoint Wealth, LLC | 4,416 | $2.01M | 0.33% | +468+11.9% | Added |
| Mystic Asset Management, Inc. | 4,414 | $2.01M | 0.83% | +15+0.3% | Added |
| Harmony Asset Management LLC | 4,406 | $2.00M | 0.83% | +13+0.3% | Added |
| River Road Asset Management, LLC | 4,397 | $2.00M | 0.03% | −2,709−38.1% | Reduced |
| Evercore Wealth Management, LLC | 4,394 | $2.00M | 0.03% | −576−11.6% | Reduced |
| Cypress Capital Management LLC (WY) | 4,354 | $1.99M | 2.13% | −23−0.5% | Reduced |
| L.M. Kohn & Company | 4,380 | $1.99M | 0.56% | +261+6.3% | Added |
| Icon Advisers Inc | 4,400 | $1.99M | 0.43% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,375 | $1.99M | 0.35% | +35+0.8% | Added |
| Hartline Investment Corp | 4,375 | $1.99M | 0.35% | +2,219+102.9% | Added |
| First Command Advisory Services, Inc. | 4,376 | $1.99M | 0.02% | +30+0.7% | Added |
| Capital City Trust Co | 4,355 | $1.98M | 0.55% | +143+3.4% | Added |
| Exeter Financial, LLC | 4,356 | $1.98M | 0.91% | +184+4.4% | Added |
| Prosperitas Financial LLC | 4,345 | $1.98M | 1.27% | +753+21.0% | Added |
| Blackhawk Capital Partners LLC. | 4,334 | $1.97M | 1.23% | −262−5.7% | Reduced |
| Insigneo Advisory Services, LLC | 4,326 | $1.97M | 0.23% | +126+3.0% | Added |
| Leonteq Securities AG | 4,320 | $1.97M | 0.27% | +579+15.5% | Added |
| Mission Wealth Management, LP | 4,295 | $1.95M | 0.05% | +686+19.0% | Added |
| Crestwood Advisors Group LLC | 4,272 | $1.94M | 0.04% | +215+5.3% | Added |
| Parallel Advisors, LLC | 4,256 | $1.94M | 0.05% | −112−2.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,971 | $1.92M | 1.36% | +2,494+168.9% | Added |
| Cobblestone Capital Advisors LLC | 4,205 | $1.91M | 0.12% | −85−2.0% | Reduced |
| River Wealth Advisors LLC | 4,198 | $1.91M | 0.28% | −136−3.1% | Reduced |
| Decatur Capital Management, Inc. | 4,196 | $1.91M | 1.04% | −41−1.0% | Reduced |
| Caxton Associates LP | 4,193 | $1.91M | 0.13% | −243−5.5% | Reduced |
| Smithfield Trust Co | 4,192 | $1.91M | 0.10% | −12−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 4,175 | $1.90M | 0.03% | −349−7.7% | Reduced |
| RB Capital Management, LLC | 4,172 | $1.90M | 0.51% | +197+5.0% | Added |
| EPG Wealth Management LLC | 4,169 | $1.90M | 0.46% | +44+1.1% | Added |
| XTX Topco Ltd | 4,165 | $1.89M | 0.26% | +4,165 | New |
| Qsemble Capital Management, LP | 4,147 | $1.89M | 0.41% | −2,485−37.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,035 | $1.88M | 1.62% | +4,035 | New |
| Lakeview Capital Partners, LLC | 4,137 | $1.88M | 0.31% | +92+2.3% | Added |
| Payden & Rygel | 4,120 | $1.87M | 0.13% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 4,120 | $1.87M | 0.13% | +4,120 | New |
| Sweet Financial Partners, LLC | 4,109 | $1.87M | 0.43% | +4,109 | New |
| Commonwealth Financial Services, LLC | 4,112 | $1.86M | 0.44% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,092 | $1.86M | 0.01% | +726+21.6% | Added |
| JGP Wealth Management, LLC | 4,086 | $1.86M | 0.27% | −18−0.4% | Reduced |
| Stiles Financial Services Inc | 4,051 | $1.85M | 0.74% | +1,023+33.8% | Added |
| Aviso Wealth Management | 4,056 | $1.85M | 1.16% | +599+17.3% | Added |
| Investors Research Corp | 4,053 | $1.84M | 0.43% | −100−2.4% | Reduced |
| Paralel Advisors LLC | 4,046 | $1.84M | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,041 | $1.84M | 0.14% | +11+0.3% | Added |
| Main Street Financial Solutions, LLC | 4,034 | $1.84M | 0.20% | +235+6.2% | Added |
| Quest Partners LLC | 4,033 | $1.83M | 0.32% | +686+20.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,032 | $1.83M | 1.44% | +3+0.1% | Added |
| FDx Advisors, Inc. | 4,022 | $1.83M | 0.28% | −512−11.3% | Reduced |
| Balentine LLC | 4,013 | $1.83M | 0.05% | −3,964−49.7% | Reduced |
| Meeder Advisory Services, Inc. | 4,002 | $1.82M | 0.19% | −20−0.5% | Reduced |
| Greenwood Capital Associates LLC | 3,995 | $1.82M | 0.24% | +67+1.7% | Added |
| Wright Investors Service Inc | 3,990 | $1.82M | 0.46% | +58+1.5% | Added |
| Wealth Alliance | 3,990 | $1.81M | 0.24% | −117−2.8% | Reduced |
| Optimist Retirement Group LLC | 3,970 | $1.81M | 0.93% | +679+20.6% | Added |
| Country Club Bank | 3,969 | $1.81M | 0.13% | −47−1.2% | Reduced |
| Acropolis Investment Management, LLC | 3,961 | $1.80M | 0.12% | −70−1.7% | Reduced |
| Roundview Capital LLC | 3,949 | $1.80M | 0.15% | +52+1.3% | Added |
| Pacifica Partners Inc. | 4,003 | $1.79M | 0.79% | −20−0.5% | Reduced |
| Bollard Group LLC | 3,921 | $1.78M | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,915 | $1.78M | 0.05% | −106−2.6% | Reduced |
| IAM Advisory, LLC | 3,913 | $1.78M | 0.49% | +81+2.1% | Added |
| Epacria Capital Partners, LLC | 3,900 | $1.77M | 1.29% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,891 | $1.77M | 0.22% | −1,345−25.7% | Reduced |
| First Citizens Bank & Trust Co | 3,876 | $1.76M | 0.03% | +718+22.7% | Added |
| Claro Advisors LLC | 3,858 | $1.76M | 0.31% | +168+4.6% | Added |
| High Note Wealth, LLC | 3,851 | $1.75M | 0.57% | +514+15.4% | Added |
| Procyon Private Wealth Partners, LLC | 3,849 | $1.75M | 0.14% | +10.0% | Added |
| Probity Advisors, Inc. | 3,847 | $1.75M | 0.36% | +394+11.4% | Added |
| Warren Averett Asset Management, LLC | 3,839 | $1.75M | 0.04% | +2,408+168.3% | Added |
| Verition Fund Management LLC | 3,835 | $1.74M | 0.02% | +523+15.8% | Added |
| Ballentine Partners, LLC | 3,833 | $1.74M | 0.03% | +383+11.1% | Added |
| Symmetry Investments LP | 3,832 | $1.74M | 0.18% | +2,535+195.5% | Added |
| Buckley Wealth Management, LLC | 3,815 | $1.74M | 0.56% | −50−1.3% | Reduced |
| Compagnie Lombard Odier SCmA | 3,805 | $1.73M | 0.03% | +130+3.5% | Added |
| Anchor Investment Management, LLC | 3,805 | $1.73M | 0.18% | +4+0.1% | Added |
| Brighton Jones LLC | 3,764 | $1.71M | 0.06% | +109+3.0% | Added |
| Aureus Asset Management, LLC | 3,751 | $1.71M | 0.12% | −2,491−39.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 3,750 | $1.71M | 0.45% | −695−15.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 3,746 | $1.70M | 1.56% | −26−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,738 | $1.70M | 0.07% | −335−8.2% | Reduced |
| Thrive Wealth Management, LLC | 3,736 | $1.70M | 0.35% | +39+1.1% | Added |
| Public Sector Pension Investment Board | 3,733 | $1.70M | 0.01% | −982−20.8% | Reduced |
| PYA Waltman Capital, LLC | 3,729 | $1.70M | 0.63% | +467+14.3% | Added |
| Ashton Thomas Private Wealth, LLC | 3,728 | $1.70M | 0.10% | −189−4.8% | Reduced |
| Investors Asset Management of Georgia Inc | 3,728 | $1.70M | 0.80% | −262−6.6% | Reduced |
| Farther Finance Advisors, LLC | 3,740 | $1.69M | 0.10% | +821+28.1% | Added |
| William Allan, LLC | 3,719 | $1.69M | 1.12% | +288+8.4% | Added |
| Allianz Asset Management GmbH | 3,715 | $1.69M | 0.00% | +803+27.6% | Added |
| LCM Capital Management Inc | 3,713 | $1.69M | 1.09% | −10−0.3% | Reduced |
| PBMares Wealth Management LLC | 3,713 | $1.69M | 0.44% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,702 | $1.68M | 0.93% | −92−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 3,686 | $1.68M | 0.13% | −101−2.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,684 | $1.68M | 0.41% | −68−1.8% | Reduced |
| Matrix Trust Co | 3,677 | $1.67M | 0.38% | −4−0.1% | Reduced |
| FCG Investment Co | 3,672 | $1.67M | 1.34% | +291+8.6% | Added |
| Sunbelt Securities, Inc. | 3,672 | $1.67M | 0.19% | +422+13.0% | Added |
| Ethic Inc. | 3,653 | $1.66M | 0.04% | −271−6.9% | Reduced |