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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 9,667 | $4.40M | 0.50% | +9,667 | New |
| Old Point Trust & Financial Services N A | 9,653 | $4.39M | 1.60% | −555−5.4% | Reduced |
| Griffin Asset Management, Inc. | 9,620 | $4.38M | 0.52% | −249−2.5% | Reduced |
| Fogel Capital Management, Inc. | 9,401 | $4.34M | 2.55% | +187+2.0% | Added |
| Busey Wealth Management | 9,496 | $4.32M | 0.15% | +539+6.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,483 | $4.31M | 0.84% | +48+0.5% | Added |
| Spire Wealth Management | 9,477 | $4.31M | 0.12% | −796−7.7% | Reduced |
| Ascent Group, LLC | 9,461 | $4.30M | 0.38% | −894−8.6% | Reduced |
| Glass Wealth Management Co LLC | 9,461 | $4.30M | 2.63% | +9,461 | New |
| Sit Investment Associates Inc | 9,420 | $4.29M | 0.10% | −2,760−22.7% | Reduced |
| Axxcess Wealth Management, LLC | 9,412 | $4.28M | 0.12% | +276+3.0% | Added |
| Hamel Associates, Inc. | 9,389 | $4.27M | 1.37% | +313+3.4% | Added |
| Silverleafe Capital Partners, LLC | 9,370 | $4.26M | 1.71% | −6,464−40.8% | Reduced |
| Sitrin Capital Management LLC | 9,310 | $4.23M | 2.31% | −46−0.5% | Reduced |
| Change Path, LLC | 9,294 | $4.23M | 0.17% | +2,529+37.4% | Added |
| Ci Investments Inc. | 9,264 | $4.21M | 0.02% | +2,114+29.6% | Added |
| XML Financial, LLC | 9,186 | $4.18M | 0.43% | −849−8.5% | Reduced |
| Reliant Investment Management, LLC | 9,179 | $4.18M | 1.96% | −20−0.2% | Reduced |
| Legacy Private Trust Co. | 9,167 | $4.17M | 0.30% | −1,884−17.0% | Reduced |
| Ocean Capital Management, LLC | 9,161 | $4.17M | 1.55% | −150−1.6% | Reduced |
| Thomasville National Bank | 9,091 | $4.14M | 0.34% | +237+2.7% | Added |
| McGuire Investment Group, LLC | 9,083 | $4.13M | 0.60% | −91−1.0% | Reduced |
| Apollon Wealth Management, LLC | 9,076 | $4.13M | 0.13% | −578−6.0% | Reduced |
| Principal Securities, Inc. | 9,058 | $4.12M | 0.13% | +1,061+13.3% | Added |
| Gladstone Institutional Advisory LLC | 8,967 | $4.08M | 0.22% | −1,512−14.4% | Reduced |
| Second Half Financial Partners, LLC | 8,960 | $4.08M | 1.81% | +656+7.9% | Added |
| James Investment Research Inc | 8,947 | $4.07M | 0.48% | +327+3.8% | Added |
| Pathway Financial Advisers, LLC | 8,924 | $4.06M | 1.46% | −217−2.4% | Reduced |
| Quantinno Capital Management LP | 8,879 | $4.04M | 0.09% | −5,858−39.8% | Reduced |
| Primoris Wealth Advisors, LLC | 8,878 | $4.04M | 3.24% | −37−0.4% | Reduced |
| Trust Co of Toledo NA | 8,868 | $4.03M | 0.63% | −339−3.7% | Reduced |
| Bath Savings Trust Co | 8,856 | $4.03M | 0.43% | +1,071+13.8% | Added |
| Penserra Capital Management LLC | 8,840 | $4.02M | 0.05% | −3,075−25.8% | Reduced |
| Shepherd Financial Partners LLC | 8,832 | $4.02M | 0.53% | +16+0.2% | Added |
| Altrius Capital Management Inc | 8,817 | $4.01M | 1.01% | +1,096+14.2% | Added |
| Traynor Capital Management, Inc. | 8,797 | $4.00M | 0.38% | +406+4.8% | Added |
| RSM US Wealth Management LLC | 8,794 | $4.00M | 0.10% | +915+11.6% | Added |
| Kensington Investment Counsel, LLC | 8,762 | $3.99M | 1.82% | +613+7.5% | Added |
| Bontempo Ohly Capital Mgmt LLC | 8,734 | $3.97M | 1.94% | +124+1.4% | Added |
| Townsend & Associates, Inc | 8,631 | $3.97M | 0.46% | −910−9.5% | Reduced |
| Hallmark Capital Management Inc | 8,717 | $3.97M | 0.30% | −363−4.0% | Reduced |
| B&D White Capital Company, LLC | 8,710 | $3.96M | 0.88% | −9,005−50.8% | Reduced |
| Tritonpoint Wealth, LLC | 8,617 | $3.95M | 0.41% | −218−2.5% | Reduced |
| Metropolitan Life Insurance Co | 8,674 | $3.95M | 0.17% | −315−3.5% | Reduced |
| Red Door Wealth Management, LLC | 8,615 | $3.92M | 0.76% | +405+4.9% | Added |
| Diversified Trust Co | 8,546 | $3.89M | 0.12% | +3,642+74.3% | Added |
| Kingfisher Capital LLC | 8,523 | $3.88M | 0.93% | −622−6.8% | Reduced |
| Wintrust Investments LLC | 8,522 | $3.88M | 0.34% | +750+9.7% | Added |
| Mendel Money Management | 8,511 | $3.87M | 1.79% | −214−2.5% | Reduced |
| Barbara Oil Co. | 8,500 | $3.87M | 1.63% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 8,486 | $3.86M | 0.26% | +732+9.4% | Added |
| Whalerock Point Partners, LLC | 8,486 | $3.86M | 1.05% | +1,022+13.7% | Added |
| IFM Investors Pty Ltd | 8,475 | $3.86M | 0.04% | +8,475 | New |
| Williams Jones Wealth Management, LLC. | 8,444 | $3.84M | 0.05% | +974+13.0% | Added |
| Empirical Finance, LLC | 8,420 | $3.83M | 0.24% | +260+3.2% | Added |
| Gs Investments, Inc. | 8,411 | $3.83M | 1.85% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,385 | $3.81M | 0.14% | +1,582+23.3% | Added |
| Duality Advisers, LP | 8,337 | $3.79M | 0.37% | +4,519+118.4% | Added |
| Stanley-Laman Group, Ltd. | 8,322 | $3.79M | 0.53% | −34−0.4% | Reduced |
| Family Legacy, Inc. | 8,294 | $3.77M | 1.36% | +113+1.4% | Added |
| Trifecta Capital Advisors, LLC | 8,289 | $3.77M | 0.92% | +530+6.8% | Added |
| Montag A & Associates Inc | 8,279 | $3.77M | 0.19% | −124−1.5% | Reduced |
| Midwest Professional Planners, LTD. | 8,214 | $3.74M | 1.31% | +319+4.0% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,140 | $3.70M | 2.39% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 8,093 | $3.68M | 0.59% | +26+0.3% | Added |
| Sage Capital Advisors,llc | 8,092 | $3.68M | 1.07% | +7,458+1,176.3% | Added |
| AdvisorNet Financial, Inc | 7,936 | $3.61M | 0.35% | +195+2.5% | Added |
| Dakota Wealth Management | 7,917 | $3.60M | 0.09% | +2,331+41.7% | Added |
| Baxter Bros Inc | 7,869 | $3.58M | 0.46% | +83+1.1% | Added |
| Dividend Assets Capital, LLC | 7,867 | $3.58M | 0.75% | −7,980−50.4% | Reduced |
| Morton Community Bank | 7,770 | $3.53M | 1.02% | +494+6.8% | Added |
| HighPoint Advisor Group LLC | 7,465 | $3.51M | 0.25% | +503+7.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 7,724 | $3.51M | 1.31% | +4,428+134.3% | Added |
| Asio Capital, LLC | 7,616 | $3.49M | 0.74% | −61−0.8% | Reduced |
| King Luther Capital Management Corp | 7,661 | $3.48M | 0.02% | +66+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,657 | $3.48M | 0.15% | −3,263−29.9% | Reduced |
| Welch & Forbes LLC | 7,647 | $3.48M | 0.05% | +171+2.3% | Added |
| Kinsale Capital Group, Inc. | 7,643 | $3.48M | 1.37% | +1,858+32.1% | Added |
| Chilton Investment Co LLC | 7,637 | $3.47M | 0.10% | −1,922−20.1% | Reduced |
| Illinois Municipal Retirement Fund | 7,636 | $3.47M | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 7,615 | $3.46M | 0.82% | −275−3.5% | Reduced |
| Norinchukin Bank, The | 7,613 | $3.46M | 0.10% | −297−3.8% | Reduced |
| First American Bank | 7,610 | $3.46M | 0.26% | −21−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 7,607 | $3.46M | 0.07% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 7,590 | $3.45M | 0.05% | +719+10.5% | Added |
| Orleans Capital Management Corp | 7,585 | $3.45M | 2.27% | −375−4.7% | Reduced |
| Hoylecohen, LLC | 7,583 | $3.45M | 0.26% | +5+0.1% | Added |
| Physicians Financial Services, Inc. | 7,561 | $3.44M | 1.21% | −35−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,510 | $3.42M | 0.37% | −19−0.3% | Reduced |
| Arvest Trust Co N A | 7,502 | $3.41M | 0.19% | −182−2.4% | Reduced |
| Solidarilty Wealth, LLC | 7,500 | $3.41M | 1.07% | 00.0% | Unchanged |
| Greenleaf Trust | 7,377 | $3.36M | 0.03% | −438−5.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,362 | $3.35M | 0.13% | −1,967−21.1% | Reduced |
| Financial Advisory Partners, LLC | 7,351 | $3.34M | 1.29% | −1,119−13.2% | Reduced |
| Gabelli Funds LLC | 7,350 | $3.34M | 0.02% | +500+7.3% | Added |
| Hikari Power Ltd | 7,340 | $3.34M | 0.29% | 00.0% | Unchanged |
| Farmers Trust Co | 7,305 | $3.32M | 0.67% | −5,503−43.0% | Reduced |
| Money Concepts Capital Corp | 7,273 | $3.31M | 0.31% | −47,378−86.7% | Reduced |
| Principle Wealth Partners LLC | 7,265 | $3.30M | 0.26% | +160+2.3% | Added |
| Summit Trail Advisors, LLC | 7,232 | $3.29M | 0.09% | +3,602+99.2% | Added |