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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 3,651 | $1.66M | 0.24% | −91−2.4% | Reduced |
| Grey Street Capital, LLC | 3,636 | $1.65M | 0.22% | +3,636 | New |
| Convergence Investment Partners, LLC | 3,625 | $1.65M | 0.63% | +166+4.8% | Added |
| Wolff Wiese Magana LLC | 3,599 | $1.64M | 1.41% | +9+0.3% | Added |
| Westhampton Capital, LLC | 3,598 | $1.64M | 0.89% | 00.0% | Unchanged |
| Holderness Investments Co | 3,597 | $1.64M | 0.40% | +96+2.7% | Added |
| Herold Advisors, Inc. | 3,589 | $1.63M | 0.39% | +141+4.1% | Added |
| Walleye Capital LLC | 3,584 | $1.63M | 0.02% | −58,219−94.2% | Reduced |
| Scott & Selber, Inc. | 3,580 | $1.63M | 0.55% | −4−0.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,498 | $1.63M | 0.68% | +42+1.2% | Added |
| Schmidt P J Investment Management Inc | 3,572 | $1.62M | 0.31% | +158+4.6% | Added |
| Investment Management Corp of Ontario | 3,564 | $1.62M | 0.05% | −1,600−31.0% | Reduced |
| Asset Dedication, LLC | 3,556 | $1.62M | 0.12% | −76−2.1% | Reduced |
| NorthRock Partners, LLC | 3,527 | $1.61M | 0.06% | +133+3.9% | Added |
| Moneta Group Investment Advisors LLC | 3,546 | $1.61M | 0.03% | +851+31.6% | Added |
| TCM Advisors, LLC | – | $1.61M | 1.26% | – | – |
| Pure Financial Advisors, Inc. | 3,525 | $1.60M | 0.05% | +10.0% | Added |
| Clark Capital Management Group, Inc. | 3,511 | $1.60M | 0.01% | +21+0.6% | Added |
| Oakworth Capital, Inc. | 3,502 | $1.59M | 0.12% | −13−0.4% | Reduced |
| Valmark Advisers, Inc. | 3,499 | $1.59M | 0.03% | +22+0.6% | Added |
| Rodgers Brothers Inc. | 3,489 | $1.59M | 0.22% | +1,900+119.6% | Added |
| Lineweaver Wealth Advisors, LLC | 3,470 | $1.58M | 0.38% | +299+9.4% | Added |
| Aull & Monroe Investment Management Corp | 3,474 | $1.58M | 0.72% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 3,470 | $1.58M | 0.88% | −56−1.6% | Reduced |
| D.B. Root & Company, LLC | 3,466 | $1.58M | 0.53% | +158+4.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,466 | $1.58M | 0.17% | −327−8.6% | Reduced |
| W Advisors, LLC | 3,465 | $1.58M | 1.08% | +4+0.1% | Added |
| Flagship Harbor Advisors, LLC | 3,455 | $1.57M | 0.10% | +132+4.0% | Added |
| Capital Investment Counsel, LLC | 3,445 | $1.57M | 0.34% | +2,320+206.2% | Added |
| Coastline Trust Co | 3,438 | $1.56M | 0.19% | −3,591−51.1% | Reduced |
| Profund Advisors LLC | 3,424 | $1.56M | 0.06% | +283+9.0% | Added |
| Financial Advocates Investment Management | 3,412 | $1.55M | 0.09% | +90+2.7% | Added |
| Highview Capital Management LLC | 3,393 | $1.54M | 0.69% | −414−10.9% | Reduced |
| Milestone Asset Management, LLC | 3,391 | $1.54M | 0.44% | +2,438+255.8% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 3,367 | $1.53M | 1.27% | +3,367 | New |
| Mayflower Financial Advisors, LLC | 3,365 | $1.53M | 0.26% | +10+0.3% | Added |
| Schrum Private Wealth Management LLC | 3,362 | $1.53M | 1.39% | +1,230+57.7% | Added |
| Counterweight Ventures, LLC | 3,353 | $1.53M | 1.23% | −215−6.0% | Reduced |
| Pflug Koory, LLC | 3,353 | $1.53M | 0.75% | 00.0% | Unchanged |
| New Hampshire Trust | 3,352 | $1.52M | 0.36% | +27+0.8% | Added |
| Optimum Investment Advisors | 3,350 | $1.52M | 0.70% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,301 | $1.52M | 0.02% | −45−1.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,344 | $1.52M | 0.16% | −15−0.4% | Reduced |
| Red Cedar Investment Management, LLC | 3,341 | $1.52M | 0.19% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,337 | $1.52M | 0.12% | −524−13.6% | Reduced |
| Fundamentun, LLC | 3,331 | $1.52M | 0.15% | −397−10.6% | Reduced |
| Tyche Wealth Partners LLC | 3,326 | $1.51M | 0.37% | −811−19.6% | Reduced |
| Islay Capital Management, LLC | 3,317 | $1.51M | 1.12% | −15−0.5% | Reduced |
| Altfest L J & Co Inc | 3,311 | $1.51M | 0.22% | −143−4.1% | Reduced |
| Alaethes Wealth LLC | 3,305 | $1.50M | 0.66% | −11−0.3% | Reduced |
| Harvest Investment Advisors, LLC | 3,304 | $1.50M | 1.12% | +87+2.7% | Added |
| Paradigm Asset Management Co LLC | 3,300 | $1.50M | 0.38% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 3,300 | $1.50M | 1.14% | −120−3.5% | Reduced |
| Castle Rock Wealth Management, LLC | 3,244 | $1.50M | 0.41% | +240+8.0% | Added |
| Richwood Investment Advisors, LLC | 3,289 | $1.50M | 1.33% | −155−4.5% | Reduced |
| Rice Partnership, LLC | 3,288 | $1.50M | 0.35% | −3−0.1% | Reduced |
| Gray Wealth Management Inc. | 3,286 | $1.49M | 0.67% | −181−5.2% | Reduced |
| Lindenwold Advisors | 3,283 | $1.49M | 0.80% | +30+0.9% | Added |
| Garner Asset Management Corp | 3,279 | $1.49M | 0.76% | +150+4.8% | Added |
| Greenup Street Wealth Management LLC | 3,273 | $1.49M | 0.38% | +1,125+52.4% | Added |
| Vectors Research Management, LLC | 3,270 | $1.49M | 0.42% | +1,609+96.9% | Added |
| Royal Fund Management, LLC | 3,253 | $1.49M | 0.17% | +230+7.6% | Added |
| Sabal Trust CO | 3,267 | $1.49M | 0.09% | −848−20.6% | Reduced |
| Cunning Capital Partners, LP | 3,255 | $1.48M | 0.82% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,228 | $1.47M | 0.34% | −108−3.2% | Reduced |
| BluePath Capital Management, LLC | 3,225 | $1.47M | 1.13% | +268+9.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,221 | $1.47M | 0.08% | −262−7.5% | Reduced |
| Premier Path Wealth Partners, LLC | 3,231 | $1.46M | 0.28% | −55−1.7% | Reduced |
| Pullen Investment Management, LLC | 3,218 | $1.46M | 1.24% | +3,218 | New |
| Eagle Rock Investment Company, LLC | 3,217 | $1.46M | 0.27% | +170+5.6% | Added |
| GHP Investment Advisors, Inc. | 3,215 | $1.46M | 0.07% | +504+18.6% | Added |
| Beaton Management Co. Inc. | 3,204 | $1.46M | 0.79% | −45−1.4% | Reduced |
| OV Management LLC | 3,200 | $1.46M | 1.06% | 00.0% | Unchanged |
| Axq Capital, LP | 3,200 | $1.46M | 0.35% | +800+33.3% | Added |
| Wellington Shields Capital Management, LLC | 3,195 | $1.45M | 0.27% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,189 | $1.45M | 0.37% | +26+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,187 | $1.45M | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,184 | $1.45M | 0.04% | +7+0.2% | Added |
| Proficio Capital Partners LLC | 3,173 | $1.44M | 0.16% | +121+4.0% | Added |
| First Financial Bank - Trust Division | 3,164 | $1.44M | 0.14% | −246−7.2% | Reduced |
| Guardian Wealth Management, Inc. | 3,140 | $1.43M | 1.10% | −514−14.1% | Reduced |
| Independent Financial Group, LLC | 3,121 | $1.42M | 0.07% | −126−3.9% | Reduced |
| Guerra Pan Advisors, LLC | 3,119 | $1.42M | 1.31% | −200−6.0% | Reduced |
| Moser Wealth Advisors, LLC | 3,118 | $1.42M | 0.79% | +220+7.6% | Added |
| PFG Advisors | 3,116 | $1.42M | 0.10% | +403+14.9% | Added |
| Harbour Trust & Investment Management Co | 3,109 | $1.41M | 0.18% | −9−0.3% | Reduced |
| JJJ Advisors Inc. | 3,100 | $1.41M | 0.30% | −886−22.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,077 | $1.40M | 0.38% | −40−1.3% | Reduced |
| Evernest Financial Advisors, LLC | 3,005 | $1.39M | 0.66% | −384−11.3% | Reduced |
| Western Wealth Management, LLC | 3,063 | $1.39M | 0.11% | −1,405−31.4% | Reduced |
| Monetary Management Group Inc | 3,062 | $1.39M | 0.39% | +70+2.3% | Added |
| Augustine Asset Management Inc | 3,060 | $1.39M | 0.58% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 3,040 | $1.38M | 0.88% | −215−6.6% | Reduced |
| First Foundation Advisors | 3,038 | $1.38M | 0.06% | −176−5.5% | Reduced |
| Venturi Wealth Management, LLC | 3,034 | $1.38M | 0.09% | −117−3.7% | Reduced |
| Leisure Capital Management | 3,018 | $1.37M | 0.69% | −147−4.6% | Reduced |
| Creative Financial Designs Inc | 3,017 | $1.37M | 0.13% | +2,521+508.3% | Added |
| Harbor Investment Advisory, LLC | 3,016 | $1.37M | 0.14% | −644−17.6% | Reduced |
| Intrua Financial, LLC | 3,015 | $1.37M | 0.21% | −78−2.5% | Reduced |
| Coastal Investment Advisors, Inc. | 3,011 | $1.37M | 0.28% | +254+9.2% | Added |