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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 7,200 | $3.27M | 0.61% | +853+13.4% | Added |
| Financial Advisory Service, Inc. | 7,140 | $3.25M | 0.29% | +198+2.9% | Added |
| MV Capital Management, Inc. | 7,130 | $3.24M | 0.37% | +889+14.2% | Added |
| PFG Investments, LLC | 7,115 | $3.24M | 0.20% | +4,926+225.0% | Added |
| Northwest Investment Counselors, LLC | 7,102 | $3.23M | 0.79% | −68−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,097 | $3.23M | 0.22% | −769−9.8% | Reduced |
| Jacobi Capital Management LLC | 7,019 | $3.19M | 0.30% | −163−2.3% | Reduced |
| Blue Fin Capital, Inc. | 7,002 | $3.19M | 0.71% | −5−0.1% | Reduced |
| Viking Fund Management LLC | 7,000 | $3.18M | 0.58% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $3.18M | 0.75% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 6,984 | $3.18M | 2.38% | +115+1.7% | Added |
| Holocene Advisors, LP | 6,918 | $3.15M | 0.01% | −12,120−63.7% | Reduced |
| Caldwell Trust Co | 6,914 | $3.14M | 0.37% | −18−0.3% | Reduced |
| Metis Global Partners, LLC | 6,902 | $3.14M | 0.11% | −280−3.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,866 | $3.12M | 0.76% | +119+1.8% | Added |
| Savant Capital, LLC | 6,863 | $3.12M | 0.04% | +1,255+22.4% | Added |
| Klingenstein Fields & Co LP | 6,845 | $3.11M | 0.13% | −148−2.1% | Reduced |
| Hengehold Capital Management LLC | 6,840 | $3.11M | 0.33% | +120+1.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,824 | $3.10M | 0.08% | −165−2.4% | Reduced |
| IHT Wealth Management, LLC | 6,784 | $3.09M | 0.12% | −238−3.4% | Reduced |
| McDonough Capital Management, Inc | 6,782 | $3.08M | 2.43% | +194+2.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,782 | $3.08M | 0.09% | −147−2.1% | Reduced |
| Johnson Financial Group, Inc. | 6,728 | $3.07M | 0.17% | +259+4.0% | Added |
| Chicago Trust Co NA | 6,735 | $3.06M | 0.63% | −591−8.1% | Reduced |
| Ameritas Advisory Services, LLC | 6,637 | $3.06M | 0.13% | +1,020+18.2% | Added |
| Lake Street Advisors Group, LLC | 6,715 | $3.05M | 0.14% | +67+1.0% | Added |
| Trilogy Capital Inc. | 6,706 | $3.05M | 0.18% | +6,706 | New |
| Archer Investment Corp | 6,689 | $3.04M | 0.91% | +497+8.0% | Added |
| Marino, Stram & Associates LLC | 6,669 | $3.03M | 0.72% | +173+2.7% | Added |
| Belpointe Asset Management LLC | 6,644 | $3.02M | 0.23% | +279+4.4% | Added |
| Highland Capital Management, LLC | 6,586 | $3.00M | 0.17% | −60−0.9% | Reduced |
| Exchange Capital Management, Inc. | 6,573 | $2.99M | 0.49% | −6−0.1% | Reduced |
| Torray LLC | 6,570 | $2.99M | 0.45% | +752+12.9% | Added |
| Weik Capital Management | 6,568 | $2.99M | 1.27% | +555+9.2% | Added |
| Whittier Trust Co | 6,564 | $2.99M | 0.04% | +141+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,547 | $2.98M | 0.03% | −332−4.8% | Reduced |
| Chesapeake Asset Management LLC | 6,528 | $2.97M | 2.94% | −573−8.1% | Reduced |
| First National Bank of Omaha | 6,642 | $2.97M | 0.20% | −1,282−16.2% | Reduced |
| Nicholas Company, Inc. | 6,520 | $2.97M | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,513 | $2.96M | 0.17% | +3,620+125.1% | Added |
| Daymark Wealth Partners, LLC | 20,471 | $2.96M | 0.16% | −529−2.5% | Reduced |
| Fort Pitt Capital Group, LLC | 6,501 | $2.96M | 0.09% | +234+3.7% | Added |
| Hilltop Holdings Inc. | 6,458 | $2.94M | 0.33% | +197+3.1% | Added |
| Proequities, Inc. | 6,396 | $2.93M | 0.19% | +154+2.5% | Added |
| McKinley Carter Wealth Services, Inc. | 6,427 | $2.92M | 0.20% | +184+2.9% | Added |
| Agf Management Ltd | 6,423 | $2.92M | 0.02% | −1,405−17.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 6,400 | $2.91M | 0.33% | +6,400 | New |
| Tower Bridge Advisors | 6,397 | $2.91M | 0.30% | +440+7.4% | Added |
| Empire Financial Management Company, LLC | 6,394 | $2.91M | 0.96% | +372+6.2% | Added |
| Archford Capital Strategies, LLC | 6,389 | $2.91M | 0.49% | −59−0.9% | Reduced |
| Navellier & Associates Inc | 6,380 | $2.90M | 0.36% | −399−5.9% | Reduced |
| GSB Wealth Management, LLC | 6,378 | $2.90M | 0.82% | +196+3.2% | Added |
| Hohimer Wealth Management, LLC | 6,373 | $2.90M | 0.68% | −1,551−19.6% | Reduced |
| Capital International Inc | 6,350 | $2.89M | 0.04% | −1,452−18.6% | Reduced |
| Acorn Financial Advisory Services Inc | 6,341 | $2.88M | 0.54% | +810+14.6% | Added |
| Abbot Financial Management, Inc. | 6,326 | $2.88M | 1.59% | +16+0.3% | Added |
| Alta Capital Management LLC | 6,309 | $2.87M | 0.18% | +493+8.5% | Added |
| Fisher Asset Management, LLC | 6,303 | $2.87M | 0.00% | −550−8.0% | Reduced |
| Essex Financial Services, Inc. | 6,299 | $2.87M | 0.26% | +45+0.7% | Added |
| Community Bank, N.A. | 6,259 | $2.85M | 0.37% | −433−6.5% | Reduced |
| Kavar Capital Partners Group, LLC | 6,255 | $2.85M | 0.53% | +467+8.1% | Added |
| Cohen Klingenstein LLC | 6,200 | $2.82M | 0.10% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,179 | $2.81M | 0.42% | −79−1.3% | Reduced |
| 1st Source Bank | 6,144 | $2.79M | 0.16% | +54+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,136 | $2.79M | 0.15% | −1,032−14.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,123 | $2.79M | 0.32% | −8,035−56.8% | Reduced |
| Wolverine Trading, LLC | 6,107 | $2.78M | 0.03% | +2,105+52.6% | Added |
| Capital Planning Advisors, LLC | 6,102 | $2.78M | 0.49% | +87+1.4% | Added |
| Hennessy Advisors Inc | 6,100 | $2.77M | 0.12% | +6,100 | New |
| Hall Capital Management Co Inc | 6,085 | $2.77M | 1.37% | +11+0.2% | Added |
| Brown Brothers Harriman & Co | 6,082 | $2.77M | 0.02% | −9−0.1% | Reduced |
| HRT Financial LP | 6,071 | $2.76M | 0.02% | −38,725−86.4% | Reduced |
| OMC Financial Services LTD | 6,060 | $2.76M | 1.40% | +6,060 | New |
| Adirondack Trust Co | 6,017 | $2.74M | 1.15% | −22−0.4% | Reduced |
| Allen Wealth Management, LLC | 6,016 | $2.74M | 2.41% | −97−1.6% | Reduced |
| Harbor Capital Advisors, Inc. | 5,992 | $2.73M | 0.36% | −167−2.7% | Reduced |
| Ascension Asset Management LLC | 5,960 | $2.71M | 1.46% | +5,960 | New |
| Blue Chip Partners, Inc. | 5,960 | $2.71M | 0.26% | −146−2.4% | Reduced |
| Leelyn Smith, LLC | 5,938 | $2.70M | 0.54% | −190−3.1% | Reduced |
| BigSur Wealth Management LLC | 5,890 | $2.68M | 0.84% | +3,500+146.4% | Added |
| Rakuten Investment Management, Inc. | 5,878 | $2.67M | 0.02% | +5,330+972.6% | Added |
| Tealwood Asset Management Inc | 5,863 | $2.67M | 1.20% | +50+0.9% | Added |
| Wendell David Associates Inc | 5,852 | $2.66M | 0.27% | +568+10.7% | Added |
| Wetherby Asset Management Inc | 5,829 | $2.65M | 0.13% | −306−5.0% | Reduced |
| Paradigm Financial Partners, LLC | 5,821 | $2.65M | 0.57% | +513+9.7% | Added |
| Bleakley Financial Group, LLC | 5,810 | $2.64M | 0.08% | −300−4.9% | Reduced |
| StoneX Group Inc. | 5,758 | $2.62M | 0.23% | +359+6.6% | Added |
| Voya Financial Advisors, Inc. | 5,740 | $2.62M | 0.30% | −207−3.5% | Reduced |
| Steel Peak Wealth Management LLC | 5,745 | $2.61M | 0.13% | +1,328+30.1% | Added |
| Gunn & Co Investment Management, Inc. | 5,743 | $2.61M | 1.96% | −74,586−92.9% | Reduced |
| True Link Financial Advisors, LLC | 5,703 | $2.59M | 0.25% | −493−8.0% | Reduced |
| HBW Advisory Services LLC | 5,722 | $2.59M | 0.49% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,682 | $2.58M | 0.09% | −86−1.5% | Reduced |
| KCM Investment Advisors LLC | 5,654 | $2.57M | 0.09% | −102−1.8% | Reduced |
| VisionPoint Advisory Group, LLC | 5,649 | $2.57M | 0.93% | +411+7.8% | Added |
| ICW Investment Advisors LLC | 5,635 | $2.56M | 1.14% | +65+1.2% | Added |
| Citizens Business Bank | 5,635 | $2.56M | 0.53% | −134−2.3% | Reduced |
| Strategic Planning Group, LLC | 5,629 | $2.56M | 0.64% | +1,031+22.4% | Added |
| Resources Management Corp | 5,621 | $2.56M | 0.37% | −1,285−18.6% | Reduced |
| Novare Capital Management LLC | 5,613 | $2.55M | 0.23% | −14,164−71.6% | Reduced |