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
- 2,420
- +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 | 2,796 | $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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 12,824 | $5.83M | 0.19% | −758−5.6% | Reduced |
| Intellectus Partners, LLC | 12,669 | $5.76M | 1.52% | −260−2.0% | Reduced |
| Securian Asset Management, Inc | 12,667 | $5.76M | 0.17% | −1,317−9.4% | Reduced |
| Stablepoint Partners, LLC | 12,661 | $5.76M | 1.17% | +1,519+13.6% | Added |
| Lowe Brockenbrough & Co Inc | 12,508 | $5.71M | 0.39% | +4,867+63.7% | Added |
| Louisiana State Employees Retirement System | 12,500 | $5.69M | 0.11% | −900−6.7% | Reduced |
| Martin Capital Partners, LLC | 12,492 | $5.68M | 2.18% | −126−1.0% | Reduced |
| Evergreen Capital Management LLC | 12,390 | $5.64M | 0.21% | +44+0.4% | Added |
| Menlo Advisors LLC | 12,380 | $5.63M | 3.22% | −77−0.6% | Reduced |
| Winton Group Ltd | 12,285 | $5.59M | 0.39% | +12,285 | New |
| TCG Advisory Services, LLC | 12,272 | $5.58M | 0.31% | +1,649+15.5% | Added |
| Pine Valley Investments Ltd Liability Co | 12,251 | $5.57M | 0.43% | +746+6.5% | Added |
| Fiduciary Trust Co | 12,247 | $5.57M | 0.09% | −277−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 12,198 | $5.55M | 0.05% | −972−7.4% | Reduced |
| EagleClaw Capital Managment, LLC | 12,160 | $5.53M | 1.00% | −75−0.6% | Reduced |
| Close Asset Management Ltd | 12,154 | $5.53M | 0.20% | −2,672−18.0% | Reduced |
| Integrated Wealth Concepts LLC | 12,139 | $5.52M | 0.08% | +272+2.3% | Added |
| Bridgewater Associates, LP | 11,958 | $5.44M | 0.03% | +11,958 | New |
| Ieq Capital, LLC | 11,918 | $5.42M | 0.08% | +77+0.7% | Added |
| EP Wealth Advisors, LLC | 11,695 | $5.32M | 0.06% | −13−0.1% | Reduced |
| Logan Capital Management Inc | 11,677 | $5.31M | 0.23% | +34+0.3% | Added |
| GLOBALT Investments LLC | 11,625 | $5.29M | 0.21% | −917−7.3% | Reduced |
| Dynamic Advisor Solutions LLC | 11,598 | $5.28M | 0.18% | −1,419−10.9% | Reduced |
| WealthPlan Investment Management, LLC | 11,590 | $5.27M | 0.80% | +474+4.3% | Added |
| Sterling Investment Advisors, Ltd. | 11,533 | $5.25M | 1.47% | +716+6.6% | Added |
| Chronos Wealth Management, LLC | 11,518 | $5.24M | 3.06% | −32−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 11,448 | $5.21M | 0.06% | −17,411−60.3% | Reduced |
| Builder Investment Group Inc | 11,416 | $5.19M | 1.51% | −200−1.7% | Reduced |
| D'Orazio & Associates, Inc. | 11,338 | $5.16M | 0.83% | +1,437+14.5% | Added |
| Coldstream Capital Management Inc | 11,314 | $5.15M | 0.13% | −131−1.1% | Reduced |
| Intact Investment Management Inc. | 11,300 | $5.14M | 0.20% | +1,400+14.1% | Added |
| Gradient Investments LLC | 11,271 | $5.13M | 0.12% | −245−2.1% | Reduced |
| GTS Securities LLC | 11,194 | $5.09M | 0.14% | +4,373+64.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,173 | $5.08M | 0.38% | +1,495+15.4% | Added |
| Benedict Financial Advisors Inc | 11,168 | $5.08M | 1.29% | +117+1.1% | Added |
| Motco | 11,114 | $5.06M | 0.30% | −21−0.2% | Reduced |
| First National Trust Co | 11,102 | $5.05M | 0.21% | −905−7.5% | Reduced |
| New Mexico Educational Retirement Board | 11,097 | $5.05M | 0.18% | −600−5.1% | Reduced |
| Merit Financial Group, LLC | 10,894 | $5.03M | 0.12% | +4,358+66.7% | Added |
| GYL Financial Synergies, LLC | 10,986 | $5.00M | 0.39% | −51−0.5% | Reduced |
| Commonwealth Retirement Investments LLC | 10,949 | $4.98M | 2.38% | +376+3.6% | Added |
| Boston Research & Management Inc | 10,935 | $4.97M | 1.23% | +184+1.7% | Added |
| Rossmore Private Capital | 10,925 | $4.97M | 0.65% | +29+0.3% | Added |
| Citizens Financial Group Inc | 10,853 | $4.97M | 0.17% | +234+2.2% | Added |
| Cape Cod Five Cents Savings Bank | 10,909 | $4.96M | 0.48% | +1,047+10.6% | Added |
| Freestone Capital Holdings, LLC | 10,878 | $4.95M | 0.18% | +1,215+12.6% | Added |
| Level Four Advisory Services, LLC | 10,896 | $4.94M | 0.27% | +55+0.5% | Added |
| Parsons Capital Management Inc | 10,855 | $4.94M | 0.34% | −437−3.9% | Reduced |
| HB Wealth Management, LLC | 10,845 | $4.93M | 0.06% | −45−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 10,843 | $4.93M | 0.20% | −578−5.1% | Reduced |
| Eagle Capital Management, LLC | 10,838 | $4.93M | 2.22% | +106+1.0% | Added |
| RBA Wealth Management, LLC | 10,805 | $4.92M | 1.99% | +221+2.1% | Added |
| Soltis Investment Advisors LLC | 10,805 | $4.91M | 0.55% | +44+0.4% | Added |
| Institutional & Family Asset Management, LLC | 10,769 | $4.90M | 0.78% | −342−3.1% | Reduced |
| TD Private Client Wealth LLC | 10,741 | $4.89M | 0.16% | −84−0.8% | Reduced |
| Edge Capital Group, LLC | 10,730 | $4.88M | 0.24% | +4,173+63.6% | Added |
| Northeast Investment Management | 10,691 | $4.86M | 0.24% | −1,533−12.5% | Reduced |
| Tower Research Capital LLC (TRC) | 10,665 | $4.85M | 0.12% | −16,030−60.0% | Reduced |
| Union Heritage Capital, LLC | 10,629 | $4.83M | 1.92% | +1,629+18.1% | Added |
| Sigma Planning Corp | 10,598 | $4.82M | 0.15% | +5,195+96.2% | Added |
| Entropy Technologies, LP | 10,570 | $4.81M | 0.51% | +7,199+213.6% | Added |
| S.E.E.D. Planning Group LLC | 10,526 | $4.79M | 1.75% | +1,240+13.4% | Added |
| Dean Investment Associates, LLC | 10,517 | $4.78M | 0.66% | +3,412+48.0% | Added |
| Unison Asset Management LLC | 10,500 | $4.78M | 2.50% | −87−0.8% | Reduced |
| NBT Bank N A | 10,495 | $4.77M | 0.35% | −223−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 10,494 | $4.77M | 0.08% | +474+4.7% | Added |
| Resources Investment Advisors, LLC. | 10,478 | $4.77M | 0.07% | +195+1.9% | Added |
| WealthPLAN Partners, LLC | 10,448 | $4.75M | 0.49% | +287+2.8% | Added |
| Girard Partners Ltd. | 10,443 | $4.75M | 0.45% | −430−4.0% | Reduced |
| Planning Capital Management Corp | 10,432 | $4.75M | 3.47% | +153+1.5% | Added |
| Gold Investment Management Ltd. | 10,432 | $4.75M | 1.92% | −661−6.0% | Reduced |
| Wesbanco Bank Inc | 10,397 | $4.73M | 0.18% | +2,031+24.3% | Added |
| Hantz Financial Services, Inc. | 10,392 | $4.73M | 0.09% | −635−5.8% | Reduced |
| Cypress Asset Management Inc | 10,092 | $4.72M | 1.28% | −252−2.4% | Reduced |
| One Capital Management, LLC | 10,367 | $4.72M | 0.17% | +5,573+116.2% | Added |
| Simplicity Wealth,LLC | 10,326 | $4.70M | 0.11% | +9,015+687.6% | Added |
| T. Rowe Price Investment Management, Inc. | 10,311 | $4.69M | 0.00% | +4,632+81.6% | Added |
| HM Payson & Co | 10,306 | $4.69M | 0.09% | +142+1.4% | Added |
| Americana Partners, LLC | 10,208 | $4.64M | 0.39% | +715+7.5% | Added |
| Sienna Gestion | 10,201 | $4.64M | 0.42% | +10,201 | New |
| Butensky & Cohen Financial Security, Inc | 10,199 | $4.64M | 1.45% | +102+1.0% | Added |
| J.W. Cole Advisors, Inc. | 10,209 | $4.64M | 0.23% | −244−2.3% | Reduced |
| Rothschild Investment LLC | 10,128 | $4.61M | 0.33% | −142−1.4% | Reduced |
| Marietta Wealth Management, LLC | 10,118 | $4.60M | 0.76% | +209+2.1% | Added |
| Catalyst Funds Management Pty Ltd | 10,100 | $4.59M | 1.28% | +10,100 | New |
| Jackson Hole Capital Partners, LLC | 10,020 | $4.56M | 1.04% | +440+4.6% | Added |
| Petredis Investment Advisors LLC | 9,986 | $4.54M | 0.55% | +220+2.3% | Added |
| Journey Advisory Group, LLC | 9,976 | $4.54M | 0.56% | +411+4.3% | Added |
| 1832 Asset Management L.P. | 9,970 | $4.54M | 0.01% | +2,024+25.5% | Added |
| Foster & Motley Inc | 9,963 | $4.53M | 0.31% | −185−1.8% | Reduced |
| Fishman Jay A Ltd | 9,959 | $4.53M | 0.50% | −4,800−32.5% | Reduced |
| Davy Global Fund Management Ltd | 9,910 | $4.51M | 0.51% | 00.0% | Unchanged |
| Founders Capital Management | 9,906 | $4.51M | 3.05% | −31−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 9,863 | $4.49M | 0.19% | −4,772−32.6% | Reduced |
| Buckingham Strategic Partners | 9,818 | $4.47M | 0.13% | +1,763+21.9% | Added |
| Tiaa Trust, National Association | 9,811 | $4.46M | 0.01% | +334+3.5% | Added |
| CTC LLC | 9,793 | $4.45M | 0.07% | +9,793 | New |
| Wealthcare Advisory Partners LLC | 9,681 | $4.40M | 0.14% | +1,291+15.4% | Added |
| Capital Analysts, LLC | 9,677 | $4.40M | 0.21% | +56+0.6% | Added |
| Summitry LLC | 9,668 | $4.40M | 0.23% | −216−2.2% | Reduced |