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; 2,796 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
- 2,421
- +6 vs. Q4 2023
- Shares held
- 176.2M
- −2.20M (−1.2%) vs. Q4 2023
- Total value
- $80.1B
- −$756.1M (−0.9%) vs. Q4 2023
- New holders
- 147
- 988 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 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 28,889 | $13.1M | 0.03% | −770−2.6% | Reduced |
| Mutual of America Capital Management LLC | 28,167 | $12.8M | 0.14% | −1,036−3.5% | Reduced |
| Regions Financial Corp | 28,031 | $12.8M | 0.10% | +1,236+4.6% | Added |
| Old National Bancorp | 28,031 | $12.8M | 0.30% | +1,181+4.4% | Added |
| Maple Capital Management, Inc. | 28,002 | $12.7M | 1.16% | +1,685+6.4% | Added |
| Raymond James Trust N.A. | 27,942 | $12.7M | 0.31% | −746−2.6% | Reduced |
| Keybank National Association | 27,928 | $12.7M | 0.05% | +1,637+6.2% | Added |
| Anchor Capital Advisors LLC | 27,884 | $12.7M | 0.33% | −1,003−3.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,857 | $12.7M | 0.18% | −12,040−30.2% | Reduced |
| Cullinan Associates Inc | 27,811 | $12.7M | 0.71% | +539+2.0% | Added |
| Summit Global Investments | 27,704 | $12.6M | 0.94% | +11,731+73.4% | Added |
| CWA Asset Management Group, LLC | 27,530 | $12.5M | 0.76% | +1,707+6.6% | Added |
| Greystone Financial Group, LLC | 27,487 | $12.5M | 2.50% | +4,260+18.3% | Added |
| Van Hulzen Asset Management, LLC | 27,213 | $12.4M | 0.82% | +4,620+20.4% | Added |
| Bard Financial Services, Inc. | 27,114 | $12.3M | 1.31% | +60+0.2% | Added |
| Pathstone Holdings, LLC | 27,067 | $12.3M | 0.06% | −1,336−4.7% | Reduced |
| Empowered Funds, LLC | 26,957 | $12.3M | 0.22% | +14,629+118.7% | Added |
| Rheos Capital Works Inc. | 26,800 | $12.2M | 0.58% | −4,500−14.4% | Reduced |
| British Columbia Investment Management Corp | 26,749 | $12.2M | 0.08% | +1,046+4.1% | Added |
| Equitable Holdings, Inc. | 26,662 | $12.1M | 0.14% | +1,657+6.6% | Added |
| Macquarie Group Ltd | 26,521 | $12.1M | 0.01% | −9,626−26.6% | Reduced |
| Narwhal Capital Management | 26,294 | $12.0M | 1.17% | +3,188+13.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 26,283 | $12.0M | 2.48% | −452−1.7% | Reduced |
| State of Alaska, Department of Revenue | 26,204 | $11.9M | 0.14% | −510−1.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 26,050 | $11.8M | 0.08% | −3,000−10.3% | Reduced |
| Bogart Wealth, LLC | 25,978 | $11.8M | 0.61% | −81−0.3% | Reduced |
| Grassi Investment Management | 25,867 | $11.8M | 1.06% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 25,856 | $11.8M | 0.01% | −12,796−33.1% | Reduced |
| Nissay Asset Management Corp | 25,733 | $11.7M | 0.08% | +502+2.0% | Added |
| Shelton Capital Management | 25,706 | $11.7M | 0.33% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 25,695 | $11.7M | 0.43% | +269+1.1% | Added |
| Acadian Asset Management LLC | 25,283 | $11.5M | 0.04% | −49,485−66.2% | Reduced |
| Strategy Asset Managers LLC | 25,198 | $11.5M | 2.45% | −402−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 25,140 | $11.4M | 0.21% | −713−2.8% | Reduced |
| TruWealth Advisors, LLC | 25,013 | $11.4M | 0.79% | +830+3.4% | Added |
| CIBC World Markets Corp | 24,904 | $11.3M | 0.07% | −6,388−20.4% | Reduced |
| Oppenheimer Asset Management Inc. | 24,832 | $11.3M | 0.17% | −7,293−22.7% | Reduced |
| Alpha Cubed Investments, LLC | 24,813 | $11.3M | 0.59% | −16,636−40.1% | Reduced |
| United Asset Strategies, Inc. | 24,785 | $11.3M | 1.13% | +1,791+7.8% | Added |
| Heritage Investors Management Corp | 24,739 | $11.3M | 0.40% | +229+0.9% | Added |
| Independent Advisor Alliance | 24,544 | $11.2M | 0.40% | +1,680+7.3% | Added |
| Massmutual Trust Co FSB | 24,417 | $11.1M | 0.35% | +53+0.2% | Added |
| Warther Private Wealth, LLC | 24,289 | $11.0M | 4.93% | +7,920+48.4% | Added |
| BLB&B Advisors, LLC | 24,258 | $11.0M | 0.62% | +1,451+6.4% | Added |
| Capital Fund Management S.A. | 24,215 | $11.0M | 0.13% | +24,215 | New |
| FORA Capital, LLC | 24,135 | $11.0M | 0.90% | +5,179+27.3% | Added |
| Old West Investment Management, LLC | 24,004 | $10.9M | 5.52% | −367−1.5% | Reduced |
| Burney Co | 23,964 | $10.9M | 0.42% | −737−3.0% | Reduced |
| Linscomb & Williams, Inc. | 23,787 | $10.8M | 0.56% | −319−1.3% | Reduced |
| Umb Bank N A | 23,686 | $10.8M | 0.17% | +11,966+102.1% | Added |
| Pacer Advisors, Inc. | 23,555 | $10.7M | 0.02% | +1,813+8.3% | Added |
| Atria Investments LLC | 23,160 | $10.5M | 0.14% | +1,890+8.9% | Added |
| Wills Financial Group, Inc. | 22,835 | $10.4M | 4.89% | +949+4.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,415 | $10.2M | 0.13% | +924+4.3% | Added |
| Leavell Investment Management, Inc. | 22,369 | $10.2M | 0.59% | −1,973−8.1% | Reduced |
| Miramar Capital, LLC | 21,765 | $10.2M | 2.56% | +1,959+9.9% | Added |
| Johnson Investment Counsel Inc | 22,025 | $10.0M | 0.11% | −134−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 21,924 | $9.97M | 3.87% | +173+0.8% | Added |
| Engineers Gate Manager LP | 21,917 | $9.97M | 0.26% | −3,670−14.3% | Reduced |
| Daiwa Securities Group Inc. | 21,819 | $9.93M | 0.06% | +1,662+8.2% | Added |
| Thrivent Financial for Lutherans | 21,712 | $9.88M | 0.02% | −8,926−29.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 21,611 | $9.83M | 0.73% | −635−2.9% | Reduced |
| Trexquant Investment LP | 21,574 | $9.81M | 0.20% | −15,593−42.0% | Reduced |
| Yousif Capital Management, LLC | 21,293 | $9.69M | 0.11% | −597−2.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 20,960 | $9.53M | 2.34% | +1,961+10.3% | Added |
| Quantitative Investment Management, LLC | 20,962 | $9.53M | 0.56% | +4,219+25.2% | Added |
| Oak Grove Capital LLC | 20,952 | $9.53M | 2.68% | +5,000+31.3% | Added |
| Morgan Dempsey Capital Management LLC | 20,716 | $9.42M | 3.02% | +188+0.9% | Added |
| Amundi | 20,659 | $9.42M | 0.00% | −232−1.1% | Reduced |
| Davenport & Co LLC | 20,698 | $9.42M | 0.06% | −410−1.9% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 20,697 | $9.41M | 5.35% | +670+3.3% | Added |
| Exchange Traded Concepts, LLC | 20,629 | $9.38M | 0.24% | +2,893+16.3% | Added |
| Biondo Investment Advisors, LLC | 20,627 | $9.38M | 1.45% | +277+1.4% | Added |
| Private Capital Advisors, Inc. | 20,607 | $9.37M | 1.17% | −58−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,498 | $9.32M | 0.74% | +473+2.4% | Added |
| Tufton Capital Management | 20,427 | $9.29M | 1.82% | −134−0.7% | Reduced |
| Wealthfront Advisers LLC | 20,396 | $9.28M | 0.03% | −1,513−6.9% | Reduced |
| Loomis Sayles & Co L P | 20,391 | $9.28M | 0.01% | −392−1.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 20,365 | $9.26M | 0.83% | −957−4.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 20,041 | $9.12M | 0.12% | +2,248+12.6% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 20,076 | $9.10M | 7.85% | +20,076 | New |
| TownSquare Capital, LLC | 19,886 | $9.05M | 0.13% | +4,535+29.5% | Added |
| ProVise Management Group, LLC | 19,772 | $8.99M | 0.78% | −3,111−13.6% | Reduced |
| Mattern Capital Management, LLC | 19,752 | $8.98M | 1.22% | +1,006+5.4% | Added |
| JustInvest LLC | 19,748 | $8.98M | 0.19% | +617+3.2% | Added |
| Woodmont Investment Counsel LLC | 19,728 | $8.97M | 0.76% | +1,022+5.5% | Added |
| Moors & Cabot, Inc. | 19,684 | $8.95M | 0.49% | −128−0.6% | Reduced |
| Core Alternative Capital | 19,665 | $8.95M | 1.60% | −1,694−7.9% | Reduced |
| Oak Harvest Investment Services | 19,659 | $8.94M | 1.49% | +1,777+9.9% | Added |
| Valley National Advisers Inc | 19,632 | $8.93M | 1.35% | +386+2.0% | Added |
| South Dakota Investment Council | 19,493 | $8.87M | 0.18% | +225+1.2% | Added |
| Nikko Asset Management Americas, Inc. | 19,483 | $8.86M | 0.09% | −1,392−6.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 19,458 | $8.85M | 0.09% | −1,943−9.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 19,413 | $8.83M | 3.04% | +2,666+15.9% | Added |
| Peapack Gladstone Financial Corp | 19,327 | $8.79M | 0.14% | −950−4.7% | Reduced |
| Central Trust Co | 19,113 | $8.69M | 0.22% | −535−2.7% | Reduced |
| King Wealth | 18,562 | $8.44M | 1.48% | −354−1.9% | Reduced |
| Oregon Public Employees Retirement Fund | 18,394 | $8.37M | 0.17% | −8,836−32.4% | Reduced |
| Park Avenue Securities LLC | 18,392 | $8.37M | 0.11% | +182+1.0% | Added |
| Schroder Investment Management Group | 18,281 | $8.32M | 0.01% | −2,200−10.7% | Reduced |