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 |
|---|---|---|---|---|---|
| New England Asset Management Inc | 18,195 | $8.28M | 1.28% | +955+5.5% | Added |
| Allied Investment Advisors, LLC | 18,040 | $8.21M | 1.98% | +859+5.0% | Added |
| Teachers Retirement System of the State of Kentucky | 17,994 | $8.19M | 0.07% | −1,501−7.7% | Reduced |
| Financial Partners Group, LLC | 17,964 | $8.17M | 3.16% | −32−0.2% | Reduced |
| Grimes & Company, Inc. | 17,805 | $8.10M | 0.25% | +802+4.7% | Added |
| Lafayette Investments, Inc. | 17,778 | $8.09M | 1.82% | +179+1.0% | Added |
| Ziegler Capital Management, LLC | 17,588 | $8.00M | 0.31% | −1,085−5.8% | Reduced |
| HBK Sorce Advisory LLC | 17,585 | $8.00M | 0.28% | −131−0.7% | Reduced |
| Oak Associates, Ltd | 17,401 | $7.92M | 0.55% | 00.0% | Unchanged |
| Campion Asset Management LLC | 17,381 | $7.91M | 6.11% | +2,178+14.3% | Added |
| Kingsview Wealth Management, LLC | 17,369 | $7.90M | 0.20% | +475+2.8% | Added |
| Alps Advisors Inc | 17,349 | $7.89M | 0.06% | −206−1.2% | Reduced |
| Northwest Bancshares, Inc. | 17,301 | $7.87M | 1.24% | +1,026+6.3% | Added |
| Destination Wealth Management | 17,165 | $7.81M | 0.26% | +84+0.5% | Added |
| Stockman Wealth Management, Inc. | 17,099 | $7.78M | 1.37% | +500+3.0% | Added |
| Wesleyan Assurance Society | 17,000 | $7.73M | 0.68% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,942 | $7.68M | 0.15% | −305−1.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 16,785 | $7.63M | 1.29% | +141+0.8% | Added |
| Northern Oak Wealth Management Inc | 16,764 | $7.63M | 0.91% | +440+2.7% | Added |
| FFG Partners, LLC | 16,631 | $7.57M | 3.29% | +1,729+11.6% | Added |
| Hi-Line Capital Management, LLC | 16,631 | $7.56M | 2.68% | +180+1.1% | Added |
| Jump Financial, LLC | 16,587 | $7.54M | 0.21% | +15,886+2,266.2% | Added |
| Cornerstone Advisors, LLC | 16,500 | $7.51M | 0.31% | −1,000−5.7% | Reduced |
| Horrell Capital Management, Inc. | 16,436 | $7.48M | 2.07% | +82+0.5% | Added |
| Appleton Partners Inc | 16,430 | $7.47M | 0.58% | −1,359−7.6% | Reduced |
| Brinker Capital Investments, LLC | 16,421 | $7.47M | 0.08% | −876−5.1% | Reduced |
| Orion Portfolio Solutions, LLC | 16,421 | $7.47M | 0.08% | −876−5.1% | Reduced |
| Fayez Sarofim & Co | 16,346 | $7.44M | 0.02% | −106−0.6% | Reduced |
| Kentucky Retirement Systems | 16,332 | $7.43M | 0.22% | −1,335−7.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 16,281 | $7.41M | 0.11% | +35+0.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 16,237 | $7.39M | 3.03% | −81−0.5% | Reduced |
| Lincoln National Corp | 16,102 | $7.32M | 0.11% | +413+2.6% | Added |
| Empower Advisory Group, LLC | 15,962 | $7.26M | 0.03% | +1,243+8.4% | Added |
| Schulhoff & Co Inc | 15,953 | $7.26M | 3.18% | +225+1.4% | Added |
| Terry L. Blaker | 15,871 | $7.22M | 0.54% | +866+5.8% | Added |
| Founders Capital Management, LLC | 15,809 | $7.19M | 1.33% | −27−0.2% | Reduced |
| Scotia Capital Inc. | 15,773 | $7.17M | 0.04% | +672+4.5% | Added |
| Principal Street Partners, LLC | 15,635 | $7.17M | 1.36% | +4,356+38.6% | Added |
| Birmingham Capital Management Co Inc | 15,755 | $7.17M | 2.64% | −64−0.4% | Reduced |
| Asset Planning Services Inc | 15,755 | $7.17M | 4.01% | −155−1.0% | Reduced |
| Toroso Investments, LLC | 15,696 | $7.14M | 0.12% | +6,362+68.2% | Added |
| Security National Bank | 15,682 | $7.13M | 1.08% | +275+1.8% | Added |
| Vestcor Inc | 15,681 | $7.13M | 0.24% | −2,182−12.2% | Reduced |
| National Asset Management, Inc. | 17,313 | $7.08M | 0.19% | +1,453+9.2% | Added |
| Valeo Financial Advisors, LLC | 15,419 | $7.08M | 0.25% | −472−3.0% | Reduced |
| Lynch & Associates | 15,560 | $7.08M | 1.63% | −759−4.7% | Reduced |
| MainStreet Investment Advisors LLC | 15,544 | $7.07M | 0.85% | −80−0.5% | Reduced |
| Colonial Trust Advisors | 15,506 | $7.05M | 0.70% | +1,446+10.3% | Added |
| Aviance Capital Partners, LLC | 15,495 | $7.05M | 1.05% | +4,975+47.3% | Added |
| SlateStone Wealth, LLC | 15,491 | $7.05M | 0.71% | +6,117+65.3% | Added |
| ARS Wealth Advisors Group, LLC | 15,427 | $7.02M | 0.95% | −3,750−19.6% | Reduced |
| Jackson Wealth Management, LLC | 15,403 | $7.01M | 0.88% | −5,135−25.0% | Reduced |
| AustralianSuper Pty Ltd | 15,435 | $6.99M | 0.04% | +15,435 | New |
| Silvercrest Asset Management Group LLC | 15,266 | $6.94M | 0.05% | −15−0.1% | Reduced |
| HGK Asset Management Inc | 15,181 | $6.91M | 1.35% | +1,496+10.9% | Added |
| Werlinich Asset Management, LLC | 15,095 | $6.90M | 4.50% | +15+0.1% | Added |
| Diversify Advisory Services, LLC | 15,166 | $6.87M | 0.40% | +15,166 | New |
| Wedbush Securities Inc | 15,027 | $6.83M | 0.25% | +304+2.1% | Added |
| Mutual Advisors, LLC | 15,021 | $6.83M | 0.22% | +1,927+14.7% | Added |
| Courier Capital LLC | 15,013 | $6.83M | 0.49% | +1,393+10.2% | Added |
| Canal Capital Management, LLC | 14,955 | $6.80M | 1.14% | +1,333+9.8% | Added |
| CX Institutional | 14,946 | $6.80M | 0.33% | +1,801+13.7% | Added |
| Berger Financial Group, Inc | 14,888 | $6.77M | 0.56% | +190+1.3% | Added |
| Prospera Financial Services Inc | 14,741 | $6.71M | 0.20% | −1,679−10.2% | Reduced |
| Weatherly Asset Management L. P. | 14,747 | $6.71M | 0.65% | −78−0.5% | Reduced |
| Trust Co of Kansas | 14,743 | $6.71M | 3.66% | −182−1.2% | Reduced |
| Evexia Wealth LLC | 14,806 | $6.67M | 2.75% | −890−5.7% | Reduced |
| American Money Management, LLC | 14,497 | $6.59M | 1.38% | +749+5.4% | Added |
| Spirepoint Private Client, LLC | 14,489 | $6.59M | 1.00% | +14,489 | New |
| Ironwood Investment Counsel, LLC | 14,466 | $6.58M | 1.16% | +325+2.3% | Added |
| Synergy Financial Management, LLC | 14,466 | $6.58M | 1.12% | +2,405+19.9% | Added |
| Avantax Planning Partners, Inc. | 14,396 | $6.55M | 0.21% | +6,778+89.0% | Added |
| Venture Visionary Partners LLC | 14,337 | $6.52M | 0.31% | −1,497−9.5% | Reduced |
| NBC Securities, Inc. | 14,337 | $6.52M | 0.61% | −120−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 14,313 | $6.51M | 0.17% | +1,280+9.8% | Added |
| Lumbard & Kellner, LLC | 14,313 | $6.51M | 3.17% | +216+1.5% | Added |
| Credit Agricole S A | 14,181 | $6.47M | 0.11% | +6,817+92.6% | Added |
| Colony Group, LLC | 14,139 | $6.43M | 0.05% | +9,163+184.1% | Added |
| Trust Co of Vermont | 14,072 | $6.40M | 0.36% | +376+2.7% | Added |
| Kesler, Norman & Wride, LLC | 13,986 | $6.36M | 1.35% | −102−0.7% | Reduced |
| Hartford Investment Management Co | 13,878 | $6.31M | 0.22% | −994−6.7% | Reduced |
| SpiderRock Advisors, LLC | 14,541 | $6.30M | 0.20% | +14,541 | New |
| Snowden Capital Advisors LLC | 13,707 | $6.24M | 0.19% | +274+2.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 13,624 | $6.20M | 0.21% | −868−6.0% | Reduced |
| Ariel Investments, LLC | 13,585 | $6.18M | 0.06% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 13,553 | $6.16M | 0.91% | +397+3.0% | Added |
| Fiduciary Alliance LLC | 13,559 | $6.14M | 1.08% | −277−2.0% | Reduced |
| Capital Investment Counsel, Inc | 13,462 | $6.12M | 1.06% | +1,407+11.7% | Added |
| Bridges Investment Management Inc | 13,460 | $6.12M | 0.19% | +2,587+23.8% | Added |
| Stokes Capital Advisors, LLC | 13,443 | $6.11M | 1.78% | +491+3.8% | Added |
| Allworth Financial LP | 13,441 | $6.11M | 0.04% | +1,126+9.1% | Added |
| Perigon Wealth Management, LLC | 13,435 | $6.11M | 0.19% | −1,185−8.1% | Reduced |
| Keating Investment Counselors Inc | 13,402 | $6.10M | 1.96% | −4,271−24.2% | Reduced |
| Naples Global Advisors, LLC | 13,252 | $6.03M | 0.62% | +221+1.7% | Added |
| Clifford Swan Investment Counsel LLC | 13,252 | $6.03M | 0.22% | +198+1.5% | Added |
| Buckhead Capital Management LLC | 13,159 | $5.99M | 2.03% | +287+2.2% | Added |
| Simmons Bank | 13,110 | $5.96M | 0.45% | +214+1.7% | Added |
| Smithbridge Asset Management Inc | 13,066 | $5.94M | 1.23% | +210+1.6% | Added |
| FWL Investment Management, LLC | 12,875 | $5.86M | 3.23% | +4,874+60.9% | Added |
| Lyell Wealth Management, LP | 12,852 | $5.85M | 0.59% | −687−5.1% | Reduced |