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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 2,366 | $1.08M | 0.26% | −263−10.0% | Reduced |
| Clarus Wealth Advisors | 2,379 | $1.07M | 0.61% | −74−3.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,358 | $1.07M | 0.25% | −150−6.0% | Reduced |
| Financial Security Advisor, Inc. | 2,335 | $1.07M | 0.37% | −162−6.5% | Reduced |
| IMS Capital Management | 2,344 | $1.07M | 0.50% | +171+7.9% | Added |
| Forza Wealth Management, LLC | 2,341 | $1.06M | 0.55% | 00.0% | Unchanged |
| Union Savings Bank | 2,338 | $1.06M | 0.56% | +301+14.8% | Added |
| Burford Brothers, Inc. | 2,333 | $1.06M | 0.70% | +2,333 | New |
| Catalyst Capital Advisors LLC | 2,333 | $1.06M | 0.03% | +80+3.6% | Added |
| Birchbrook, Inc. | 2,329 | $1.06M | 0.63% | +90+4.0% | Added |
| Transamerica Financial Advisors, Inc. | 2,324 | $1.06M | 0.11% | −2,260−49.3% | Reduced |
| True Wealth Design, LLC | 2,321 | $1.06M | 0.26% | +71+3.2% | Added |
| Loudon Investment Management, LLC | 2,319 | $1.05M | 0.61% | +10+0.4% | Added |
| Covenant Partners, LLC | 2,315 | $1.05M | 0.31% | −22−0.9% | Reduced |
| Concord Wealth Partners | 2,313 | $1.05M | 0.19% | +1,175+103.3% | Added |
| Castlekeep Investment Advisors LLC | 2,312 | $1.05M | 0.76% | −376−14.0% | Reduced |
| Nilsine Partners, LLC | 2,312 | $1.05M | 0.14% | −111−4.6% | Reduced |
| Dana Investment Advisors, Inc. | 2,312 | $1.05M | 0.03% | +50+2.2% | Added |
| Finer Wealth Management, Inc. | 2,310 | $1.05M | 0.69% | +722+45.5% | Added |
| Rogco, LP | 2,307 | $1.05M | 0.43% | +86+3.9% | Added |
| Precedent Wealth Partners, LLC | 2,306 | $1.05M | 0.45% | +197+9.3% | Added |
| Focus Financial Network, Inc. | 2,295 | $1.05M | 0.05% | +2,295 | New |
| FNY Investment Advisers, LLC | 2,300 | $1.05M | 0.68% | +2,300 | New |
| Atom Investors LP | 2,299 | $1.05M | 0.13% | +1,084+89.2% | Added |
| First Hawaiian Bank | 2,296 | $1.04M | 0.03% | −216−8.6% | Reduced |
| Cigna Investments Inc | 2,295 | $1.04M | 0.20% | −82−3.4% | Reduced |
| Verity Asset Management, Inc. | 2,292 | $1.04M | 0.58% | −53−2.3% | Reduced |
| Walker Asset Management, LLC | 2,289 | $1.04M | 0.69% | −85−3.6% | Reduced |
| Global Trust Asset Management, LLC | 2,286 | $1.04M | 0.43% | −94−3.9% | Reduced |
| Gryphon Financial Partners LLC | 2,276 | $1.04M | 0.17% | −21−0.9% | Reduced |
| Jefferies Financial Group Inc. | 2,275 | $1.03M | 0.02% | −858−27.4% | Reduced |
| Wellington Shields & Co., LLC | 2,260 | $1.03M | 0.34% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,246 | $1.02M | 0.02% | −117−5.0% | Reduced |
| Fiera Capital Corp | 2,245 | $1.02M | 0.00% | −75−3.2% | Reduced |
| Demars Financial Group, LLC | 2,235 | $1.02M | 0.50% | −236−9.6% | Reduced |
| Acima Private Wealth, LLC | 2,231 | $1.01M | 0.37% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,228 | $1.01M | 0.41% | +8+0.4% | Added |
| Marks Group Wealth Management, Inc | 2,224 | $1.01M | 0.11% | −159−6.7% | Reduced |
| TCTC Holdings, LLC | 2,221 | $1.01M | 0.03% | −144−6.1% | Reduced |
| Dearborn Partners LLC | 2,218 | $1.01M | 0.04% | −100−4.3% | Reduced |
| CRA Financial Services, LLC | 2,217 | $1.01M | 0.22% | −25−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,216 | $1.01M | 0.04% | −354−13.8% | Reduced |
| Helen Stephens Group, LLC | 2,213 | $1.01M | 0.39% | +23+1.1% | Added |
| Eads & Heald Wealth Management | 2,202 | $1.00M | 0.47% | −135−5.8% | Reduced |
| My Legacy Advisors, LLC | 2,202 | $1.00M | 0.34% | −55−2.4% | Reduced |
| Chemung Canal Trust Co | 2,199 | $1.00M | 0.19% | +73+3.4% | Added |
| South State Corp. | 2,198 | $999.8K | 0.08% | −77−3.4% | Reduced |
| Charter Trust Co | 2,185 | $993.9K | 0.07% | −158−6.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,184 | $993.3K | 0.05% | +49+2.3% | Added |
| Crawford Investment Counsel Inc | 2,176 | $989.9K | 0.02% | +88+4.2% | Added |
| Advisory Alpha, LLC | 2,176 | $989.8K | 0.04% | +250+13.0% | Added |
| Credit Suisse AG | 2,175 | $989.3K | 0.00% | −9,727−81.7% | Reduced |
| First National Advisers, LLC | 2,152 | $986.8K | 0.22% | +978+83.3% | Added |
| Traphagen Investment Advisors LLC | 2,164 | $984.1K | 0.10% | −177−7.6% | Reduced |
| Patten & Patten Inc | 2,163 | $983.8K | 0.07% | −109−4.8% | Reduced |
| Wedmont Private Capital | 2,197 | $983.4K | 0.07% | −277−11.2% | Reduced |
| Range Financial Group LLC | 2,159 | $982.1K | 0.51% | +474+28.1% | Added |
| Prio Wealth Limited Partnership | 2,155 | $980.2K | 0.03% | +410+23.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,149 | $977.5K | 0.00% | −28,000−92.9% | Reduced |
| Morningstar Investment Management LLC | 2,130 | $969.0K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,126 | $967.1K | 0.48% | +215+11.3% | Added |
| Allen Capital Group, LLC | 2,119 | $964.0K | 0.14% | −25−1.2% | Reduced |
| Teza Capital Management LLC | 2,119 | $963.9K | 0.13% | −9,685−82.0% | Reduced |
| LRI Investments, LLC | 2,119 | $963.6K | 0.24% | +2,119 | New |
| WSFS Capital Management, LLC | 2,112 | $960.7K | 0.05% | −1,059−33.4% | Reduced |
| Sofos Investments, Inc. | 2,114 | $960.0K | 0.13% | +1,058+100.2% | Added |
| RKL Wealth Management LLC | 2,110 | $959.9K | 0.10% | −45−2.1% | Reduced |
| Advisor OS, LLC | 2,110 | $959.8K | 0.11% | +860+68.8% | Added |
| Monarch Capital Management Inc | 2,096 | $957.4K | 0.27% | +363+20.9% | Added |
| X-Square Capital, LLC | 2,077 | $954.0K | 0.45% | −4,612−68.9% | Reduced |
| Founders Financial Securities LLC | 2,093 | $951.9K | 0.10% | −638−23.4% | Reduced |
| Gallacher Capital Management LLC | 2,092 | $951.5K | 0.48% | +237+12.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,091 | $951.3K | 0.15% | +208+11.0% | Added |
| Symphony Financial, Ltd. Co. | 2,091 | $951.2K | 0.22% | +13+0.6% | Added |
| Symmetry Partners, LLC | 2,091 | $951.0K | 0.07% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,085 | $948.4K | 0.77% | −115−5.2% | Reduced |
| Williams Financial, LLC | 2,084 | $947.9K | 0.63% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,081 | $946.6K | 0.52% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,078 | $945.4K | 0.17% | +840+67.9% | Added |
| Wescott Financial Advisory Group, LLC | 2,076 | $944.3K | 0.12% | −45−2.1% | Reduced |
| Oxford Wealth Group, LLC | 2,074 | $943.4K | 0.86% | +2,074 | New |
| SPC Financial, Inc. | 2,068 | $940.7K | 0.09% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 2,067 | $940.2K | 0.73% | −19−0.9% | Reduced |
| Aletheian Wealth Advisors LLC | 2,066 | $939.8K | 0.51% | +1,187+135.0% | Added |
| GeoWealth Management, LLC | 2,065 | $939.3K | 0.04% | +282+15.8% | Added |
| Vontobel Holding Ltd. | 2,064 | $938.9K | 0.01% | −778−27.4% | Reduced |
| Parkside Financial Bank & Trust | 2,058 | $936.3K | 0.15% | +192+10.3% | Added |
| Texas Yale Capital Corp. | 2,058 | $936.3K | 0.04% | +60+3.0% | Added |
| First PREMIER Bank | 2,045 | $930.0K | 0.25% | +67+3.4% | Added |
| Cubist Systematic Strategies, LLC | 2,043 | $929.3K | 0.01% | −25,488−92.6% | Reduced |
| Pictet & Cie (Europe) SA | 2,039 | $927.5K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 2,039 | $927.5K | 0.57% | +2,039 | New |
| KC Investment Advisors, LLC | 2,034 | $925.4K | 0.48% | +128+6.7% | Added |
| Longfellow Investment Management Co LLC | 2,029 | $922.9K | 0.21% | +16+0.8% | Added |
| Nvest Financial, LLC | 2,028 | $922.3K | 0.61% | +265+15.0% | Added |
| Columbus Macro, LLC | 2,023 | $922.2K | 0.35% | +320+18.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,027 | $922.1K | 0.11% | +928+84.4% | Added |
| Aspen Investment Management Inc | 2,024 | $921.0K | 0.47% | −200−9.0% | Reduced |
| Marcum Wealth, LLC | 2,024 | $920.8K | 0.09% | +63+3.2% | Added |
| Verus Capital Partners, LLC | 2,023 | $920.3K | 0.10% | −75−3.6% | Reduced |