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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 3,001 | $1.37M | 0.28% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,998 | $1.36M | 0.14% | +274+10.1% | Added |
| AlTi Global, Inc. | 2,987 | $1.36M | 0.04% | +1,064+55.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.36M | 0.91% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 2,971 | $1.35M | 0.06% | −219−6.9% | Reduced |
| Wealthspire Advisors, LLC | 2,970 | $1.35M | 0.02% | +124+4.4% | Added |
| Investment Management Associates Inc | 2,963 | $1.35M | 0.47% | −11−0.4% | Reduced |
| Cahill Financial Advisors Inc | 2,961 | $1.35M | 0.18% | −152−4.9% | Reduced |
| Kathmere Capital Management, LLC | 2,947 | $1.34M | 0.15% | +738+33.4% | Added |
| Occudo Quantitative Strategies LP | 2,920 | $1.33M | 0.23% | −10,502−78.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 2,914 | $1.33M | 0.72% | +169+6.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,910 | $1.32M | 0.22% | +540+22.8% | Added |
| Thrive Capital Management, LLC | 2,908 | $1.32M | 0.70% | +2,908 | New |
| Beaumont Asset Management, L.L.C. | 2,902 | $1.32M | 0.88% | +94+3.3% | Added |
| Cooper Financial Group | 2,893 | $1.32M | 0.22% | +28+1.0% | Added |
| St Germain D J Co Inc | 2,890 | $1.31M | 0.06% | −10−0.3% | Reduced |
| Diversified, LLC | 2,889 | $1.31M | 0.18% | +75+2.7% | Added |
| Centaurus Financial, Inc. | 2,890 | $1.31M | 0.09% | +137+5.0% | Added |
| Nicholas Hoffman & Company, LLC. | 2,887 | $1.31M | 0.07% | +130+4.7% | Added |
| TFG Advisers LLC | 2,886 | $1.31M | 0.51% | −66−2.2% | Reduced |
| Ransom Advisory, Ltd | 2,878 | $1.31M | 0.70% | +2,878 | New |
| Semanteon Capital Management, LP | 2,865 | $1.30M | 0.83% | +2,865 | New |
| Inlet Private Wealth, LLC | 2,864 | $1.30M | 0.36% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,861 | $1.30M | 0.24% | −35−1.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,855 | $1.30M | 0.74% | −200−6.5% | Reduced |
| Nations Financial Group Inc, | 2,851 | $1.30M | 0.11% | −254−8.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 2,831 | $1.29M | 1.07% | +144+5.4% | Added |
| First Financial Corp | 2,831 | $1.29M | 0.65% | −376−11.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,824 | $1.28M | 0.51% | −17−0.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,807 | $1.28M | 0.38% | −766−21.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,806 | $1.28M | 0.04% | +50+1.8% | Added |
| Retirement Guys Formula LLC | 2,798 | $1.27M | 0.62% | +624+28.7% | Added |
| ROI Financial Advisors, LLC | 2,782 | $1.26M | 0.99% | −68−2.4% | Reduced |
| Lokken Investment Group LLC | 2,779 | $1.26M | 0.63% | +132+5.0% | Added |
| Strategic Blueprint, LLC | 2,774 | $1.26M | 0.09% | +538+24.1% | Added |
| OmniStar Financial Group, Inc. | 2,771 | $1.26M | 1.15% | +1,076+63.5% | Added |
| 9258 Wealth Management, LLC | 2,771 | $1.26M | 0.20% | −128−4.4% | Reduced |
| GoalVest Advisory LLC | 2,770 | $1.26M | 0.42% | +298+12.1% | Added |
| Valley Brook Capital Group | 2,765 | $1.26M | 1.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,761 | $1.26M | 0.33% | +615+28.7% | Added |
| Baldwin Investment Management, LLC | 2,761 | $1.26M | 0.17% | +226+8.9% | Added |
| Excalibur Management Corp | 2,761 | $1.26M | 0.53% | +6+0.2% | Added |
| Essex Savings Bank | 2,765 | $1.25M | 0.36% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,750 | $1.25M | 0.21% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,745 | $1.25M | 0.15% | −162−5.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,743 | $1.25M | 0.40% | +14+0.5% | Added |
| Quotient Wealth Partners, LLC | 2,737 | $1.24M | 0.04% | +684+33.3% | Added |
| DB Fitzpatrick & Co, Inc | 2,736 | $1.24M | 1.14% | +46+1.7% | Added |
| Fairfield, Bush & Co. | 2,731 | $1.24M | 0.74% | +175+6.8% | Added |
| Perpetual Ltd | 2,730 | $1.24M | 0.01% | −249−8.4% | Reduced |
| BancorpSouth Bank | 2,727 | $1.24M | 0.09% | −65−2.3% | Reduced |
| Sherbrooke Park Advisers LLC | 2,724 | $1.24M | 0.24% | +1,528+127.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,719 | $1.24M | 0.69% | −10.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,718 | $1.24M | 0.17% | +1,941+249.8% | Added |
| Roberts Glore & Co Inc | 2,718 | $1.24M | 0.37% | −55−2.0% | Reduced |
| Quadcap Wealth Management, LLC | 2,705 | $1.23M | 0.28% | −270−9.1% | Reduced |
| Legacy Financial Advisors, Inc. | 2,704 | $1.23M | 0.22% | +95+3.6% | Added |
| Veracity Capital LLC | 2,691 | $1.22M | 0.48% | +111+4.3% | Added |
| Wealth Group, Ltd. | 2,690 | $1.22M | 0.92% | +2,690 | New |
| Fidelis Capital Partners, LLC | 2,666 | $1.21M | 0.18% | +1,069+66.9% | Added |
| RDA Financial Network | 2,638 | $1.20M | 0.41% | +231+9.6% | Added |
| MBM Wealth Consultants, LLC | 2,618 | $1.20M | 0.42% | +201+8.3% | Added |
| Buttonwood Financial Advisors Inc. | 2,627 | $1.20M | 0.56% | +1,090+70.9% | Added |
| Cornerstone Wealth Management, LLC | 2,627 | $1.19M | 0.10% | +507+23.9% | Added |
| Redmond Asset Management, LLC | 2,626 | $1.19M | 0.38% | +152+6.1% | Added |
| Institute for Wealth Management, LLC. | 2,621 | $1.19M | 0.15% | −71−2.6% | Reduced |
| Machina Capital S.A.S. | 2,618 | $1.19M | 0.63% | +1,064+68.5% | Added |
| Sippican Capital Advisors | 2,614 | $1.19M | 0.92% | +55+2.1% | Added |
| Morse Asset Management, Inc | 2,605 | $1.19M | 0.30% | −525−16.8% | Reduced |
| LCNB Corp | 2,597 | $1.18M | 0.43% | −181−6.5% | Reduced |
| First Western Trust Bank | 2,590 | $1.18M | 0.05% | +14+0.5% | Added |
| Purus Wealth Management, LLC | 2,589 | $1.18M | 0.58% | −46−1.7% | Reduced |
| International Assets Investment Management, LLC | 2,599 | $1.18M | 0.12% | −407−13.5% | Reduced |
| Cidel Asset Management Inc | 2,587 | $1.18M | 0.09% | −57,369−95.7% | Reduced |
| Fiduciary Group LLC | 2,565 | $1.17M | 0.13% | +10+0.4% | Added |
| Jupiter Wealth Management LLC | 2,500 | $1.17M | 0.62% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 2,534 | $1.15M | 0.01% | +57+2.3% | Added |
| Waverton Investment Management Ltd | 2,535 | $1.15M | 0.02% | +65+2.6% | Added |
| Bryn Mawr Trust Co | 2,528 | $1.15M | 0.04% | +2,528 | New |
| Northwest Quadrant Wealth Management, LLC | 2,526 | $1.15M | 0.28% | 00.0% | Unchanged |
| Hilltop National Bank | 2,508 | $1.14M | 0.39% | +2,508 | New |
| McDonald Partners LLC | 2,503 | $1.14M | 0.31% | +269+12.0% | Added |
| AXA S.A. | 2,490 | $1.13M | 0.00% | +242+10.8% | Added |
| Astoria Portfolio Advisors LLC. | 2,498 | $1.13M | 0.44% | −126−4.8% | Reduced |
| Congress Wealth Management LLC | 2,480 | $1.13M | 0.02% | −1,686−40.5% | Reduced |
| Howe & Rusling Inc | 2,478 | $1.13M | 0.11% | −101−3.9% | Reduced |
| InterOcean Capital Group, LLC | 2,474 | $1.13M | 0.03% | −45−1.8% | Reduced |
| Argent Advisors, Inc. | 2,472 | $1.12M | 0.44% | −217−8.1% | Reduced |
| Nikulski Financial, Inc. | 2,469 | $1.12M | 0.37% | +288+13.2% | Added |
| Summit Financial, LLC | 2,458 | $1.12M | 0.07% | +674+37.8% | Added |
| Phoenix Wealth Advisors | 2,432 | $1.11M | 0.67% | −1,560−39.1% | Reduced |
| Mendel Capital Management LLC | 2,421 | $1.10M | 0.73% | −12−0.5% | Reduced |
| Fox Run Management, L.L.C. | 2,410 | $1.10M | 0.24% | +2,410 | New |
| Peoples Financial Services Corp. | 2,401 | $1.09M | 0.47% | −327−12.0% | Reduced |
| Independence Bank of Kentucky | 2,394 | $1.09M | 0.33% | +247+11.5% | Added |
| Vicus Capital | 2,388 | $1.09M | 0.10% | +212+9.7% | Added |
| RMR Wealth Builders | 2,365 | $1.08M | 0.13% | +2,365 | New |
| Syon Capital LLC | 2,377 | $1.08M | 0.10% | −17−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,370 | $1.08M | 0.37% | +125+5.6% | Added |
| Easterly Investment Partners LLC | 2,368 | $1.08M | 0.08% | −121−4.9% | Reduced |