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 |
|---|---|---|---|---|---|
| MWA Asset Management | 2,019 | $918.4K | 0.67% | +103+5.4% | Added |
| SRN Advisors, LLC | 2,019 | $918.4K | 0.72% | +90+4.7% | Added |
| Capstone Wealth Management Group, LLC | 2,018 | $917.9K | 0.66% | +1,090+117.5% | Added |
| Patron Partners Advisors, LLC | 2,015 | $916.6K | 0.56% | +150+8.0% | Added |
| Duncker Streett & Co Inc | 2,013 | $915.7K | 0.18% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 2,007 | $912.9K | 0.50% | +270+15.5% | Added |
| Hunter Associates Investment Management LLC | 2,006 | $911.0K | 0.15% | −5−0.2% | Reduced |
| Chesley Taft & Associates LLC | 2,001 | $910.2K | 0.05% | +100+5.3% | Added |
| Cito Capital Group, LLC | 2,000 | $910.0K | 0.37% | +600+42.9% | Added |
| Cornerstone Advisory, LLC | 2,000 | $909.8K | 0.13% | −93−4.4% | Reduced |
| Opus Investment Management Inc | 2,000 | $909.7K | 0.59% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,000 | $909.7K | 0.18% | −34−1.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,997 | $908.4K | 0.14% | +360+22.0% | Added |
| American National Bank & Trust Co | 1,990 | $905.1K | 0.21% | +1,990 | New |
| iA Global Asset Management Inc. | 1,987 | $904.0K | 0.02% | −3,261−62.1% | Reduced |
| WP Advisors, LLC | 1,981 | $901.2K | 0.30% | +2+0.1% | Added |
| Wealth Quarterback LLC | 1,979 | $900.3K | 0.50% | +61+3.2% | Added |
| Duncan Williams Asset Management, LLC | 1,971 | $896.5K | 0.81% | +1,971 | New |
| MONECO Advisors, LLC | 1,970 | $895.9K | 0.14% | −5−0.3% | Reduced |
| West Branch Capital LLC | 1,965 | $893.8K | 0.36% | −5−0.3% | Reduced |
| Wynn Capital, LLC | 1,965 | $893.8K | 0.69% | −89−4.3% | Reduced |
| Investment Partners, Ltd. | 1,961 | $892.1K | 0.40% | −13−0.7% | Reduced |
| DeDora Capital, Inc. | 1,952 | $887.7K | 0.28% | −21−1.1% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,942 | $883.4K | 0.89% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 1,942 | $883.4K | 0.46% | +55+2.9% | Added |
| Gradient Capital Advisors, LLC | 1,940 | $882.5K | 0.32% | −7−0.4% | Reduced |
| Edgestream Partners, L.P. | 1,938 | $881.5K | 0.04% | −5,001−72.1% | Reduced |
| Keystone Financial Planning, Inc. | 1,938 | $881.5K | 0.29% | −237−10.9% | Reduced |
| Harbour Capital Advisors, LLC | 1,943 | $880.6K | 0.22% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,936 | $880.6K | 0.09% | −939−32.7% | Reduced |
| SOL Capital Management CO | 1,933 | $879.0K | 0.11% | +50+2.7% | Added |
| Baker Tilly Wealth Management, LLC | 1,932 | $878.8K | 0.16% | +43+2.3% | Added |
| Graypoint LLC | 1,930 | $878.1K | 0.06% | −310−13.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $877.0K | 0.09% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,922 | $874.3K | 0.89% | −1,102−36.4% | Reduced |
| Quadrant Capital Group LLC | 1,921 | $874.0K | 0.07% | +19+1.0% | Added |
| Pioneer Trust Bank N A | 1,920 | $873.4K | 0.24% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,906 | $867.0K | 0.12% | −135−6.6% | Reduced |
| Renaissance Group LLC | 1,905 | $866.5K | 0.03% | −62,272−97.0% | Reduced |
| TL Private Wealth | 1,935 | $866.0K | 0.43% | 00.0% | Unchanged |
| City State Bank | 1,904 | $866.0K | 0.38% | −20−1.0% | Reduced |
| Geneos Wealth Management Inc. | 1,904 | $866.0K | 0.04% | +33+1.8% | Added |
| Birinyi Associates Inc | 1,900 | $864.3K | 0.28% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,909 | $863.5K | 0.48% | −191−9.1% | Reduced |
| Burns J W & Co Inc | 1,891 | $860.2K | 0.12% | −57−2.9% | Reduced |
| Clarius Group, LLC | 1,891 | $860.2K | 0.06% | +9+0.5% | Added |
| Shulman DeMeo Asset Management LLC | 1,879 | $854.9K | 0.23% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,873 | $852.0K | 0.10% | −115−5.8% | Reduced |
| Cypress Financial Planning LLC | 1,871 | $851.1K | 0.39% | +190+11.3% | Added |
| STAR Financial Bank | 1,864 | $847.9K | 0.72% | −4−0.2% | Reduced |
| Savoie Capital LLC | 1,863 | $847.4K | 0.12% | +1,863 | New |
| Gilman Hill Asset Management, LLC | 1,862 | $847.0K | 0.15% | −59−3.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,860 | $846.2K | 0.22% | −4,328−69.9% | Reduced |
| Passumpsic Savings Bank | 1,857 | $844.7K | 0.54% | +1,857 | New |
| Waterloo Capital, L.P. | 1,857 | $844.5K | 0.11% | +549+42.0% | Added |
| Means Investment Co., Inc. | 1,856 | $844.4K | 0.11% | +58+3.2% | Added |
| Trust Co | 1,854 | $843.3K | 0.11% | −22−1.2% | Reduced |
| Sanders Morris Harris LLC | 1,854 | $843.3K | 0.16% | +854+85.4% | Added |
| Capital Market Strategies LLC | 1,851 | $842.1K | 0.64% | −35−1.9% | Reduced |
| Hoey Investments, Inc | 1,851 | $842.0K | 0.19% | −552−23.0% | Reduced |
| Geller Advisors LLC | 1,849 | $841.1K | 0.07% | +14+0.8% | Added |
| Oder Investment Management, LLC | 1,830 | $832.4K | 0.78% | +2+0.1% | Added |
| Emerald Advisors, LLC | 1,828 | $831.4K | 0.15% | +85+4.9% | Added |
| Atomi Financial Group, Inc. | 1,827 | $830.9K | 0.08% | +36+2.0% | Added |
| Accurate Wealth Management, LLC | 1,790 | $830.3K | 0.24% | −27−1.5% | Reduced |
| Northwest Financial Advisors | 1,815 | $825.7K | 0.91% | +3+0.2% | Added |
| Oak Asset Management, LLC | 1,812 | $824.2K | 0.31% | +1,812 | New |
| Park Place Capital Corp | 1,804 | $820.6K | 0.29% | −88−4.7% | Reduced |
| Capital Asset Advisory Services LLC | 1,801 | $820.3K | 0.05% | −115−6.0% | Reduced |
| CAPROCK Group, Inc. | 1,794 | $819.4K | 0.05% | +4+0.2% | Added |
| Wulff, Hansen & Co. | 1,800 | $818.8K | 0.82% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,800 | $818.8K | 0.57% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 1,800 | $818.5K | 0.46% | +252+16.3% | Added |
| MidWestOne Financial Group, Inc. | 1,796 | $816.9K | 0.15% | −2−0.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,794 | $816.0K | 0.23% | +39+2.2% | Added |
| Corton Capital Inc. | 1,791 | $814.7K | 0.30% | −629−26.0% | Reduced |
| TrueMark Investments, LLC | 1,786 | $812.4K | 0.75% | −2,931−62.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,775 | $807.4K | 0.20% | +671+60.8% | Added |
| Douglass Winthrop Advisors, LLC | 1,774 | $806.9K | 0.02% | +751+73.4% | Added |
| Fox Hill Wealth Management | 1,769 | $804.7K | 0.54% | −136−7.1% | Reduced |
| Nebula Research & Development LLC | 1,769 | $804.7K | 0.17% | +237+15.5% | Added |
| Carret Asset Management, LLC | 1,766 | $803.5K | 0.09% | −50−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,764 | $802.4K | 0.00% | +504+40.0% | Added |
| FRG Family Wealth Advisors LLC | 1,725 | $802.0K | 0.16% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,763 | $801.9K | 0.21% | −109−5.8% | Reduced |
| Hudock, Inc. | 1,760 | $800.8K | 0.18% | +22+1.3% | Added |
| Stony Point Wealth Management Inc. | 1,760 | $800.6K | 0.35% | −4−0.2% | Reduced |
| Omnia Family Wealth, LLC | 1,755 | $798.3K | 0.37% | +45+2.6% | Added |
| Financial Planning & Information Services, Inc. | 1,745 | $793.7K | 0.12% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,742 | $792.3K | 0.25% | +589+51.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,740 | $791.4K | 0.64% | −82−4.5% | Reduced |
| Telos Capital Management, Inc. | 1,739 | $791.1K | 0.09% | −20−1.1% | Reduced |
| CIC Wealth, LLC | 1,739 | $790.9K | 0.23% | −37−2.1% | Reduced |
| Keudell/Morrison Wealth Management | 1,738 | $790.4K | 0.24% | +75+4.5% | Added |
| Umpqua Bank | 1,729 | $786.5K | 0.32% | +1,729 | New |
| Carmichael Hill & Associates, Inc. | 1,724 | $784.3K | 0.32% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 1,710 | $777.8K | 0.18% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,710 | $777.8K | 0.13% | +12+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,710 | $777.8K | 0.01% | −114−6.3% | Reduced |
| Davis Capital Management | 1,716 | $777.0K | 0.69% | +113+7.0% | Added |