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, Q2 2024
Institutional positions in Lockheed Martin Corp as of Jun 30, 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
- 2,435
- +44 vs. Q1 2024
- Shares held
- 174.5M
- −1.32M (−0.7%) vs. Q1 2024
- Total value
- $81.5B
- +$1.65B (+2.1%) vs. Q1 2024
- New holders
- 160
- 1,053 more added
- Sold out
- 116
- 869 more reduced
29 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SL Advisors, LLC | 1,350 | $630.6K | 1.25% | −156−10.4% | Reduced |
| Smith, Moore & Co. | 1,352 | $631.7K | 0.07% | +4+0.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,353 | $632.3K | 0.08% | −8−0.6% | Reduced |
| Latitude Advisors, LLC | 1,355 | $632.7K | 0.39% | +123+10.0% | Added |
| BCJ Capital Management, LLC | 1,355 | $632.9K | 0.05% | −5−0.4% | Reduced |
| Financial Management Professionals, Inc. | 1,358 | $634.0K | 0.09% | +129+10.5% | Added |
| Edgemoor Investment Advisors, Inc. | 1,359 | $634.8K | 0.06% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 1,359 | $634.9K | 0.30% | −87−6.0% | Reduced |
| Northcape Wealth Management, LLC | 1,361 | $635.7K | 0.23% | +133+10.8% | Added |
| Delta Financial Advisors LLC | 1,361 | $635.9K | 0.25% | +14+1.0% | Added |
| Berkshire Bank | 1,363 | $636.7K | 0.16% | +56+4.3% | Added |
| Bristlecone Advisors, LLC | 1,363 | $636.7K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 1,370 | $639.9K | 0.13% | +184+15.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,370 | $639.9K | 0.25% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 1,371 | $640.4K | 0.28% | +10+0.7% | Added |
| Balboa Wealth Partners | 1,373 | $641.6K | 0.17% | −369−21.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,380 | $644.5K | 0.13% | +344+33.2% | Added |
| William B. Walkup & Associates, Inc. | 1,382 | $645.5K | 0.42% | +1,382 | New |
| RW Investment Management LLC | 1,384 | $646.5K | 0.09% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,387 | $647.7K | 0.35% | +26+1.9% | Added |
| Ironwood Financial, llc | 1,387 | $647.9K | 0.15% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,389 | $648.0K | 0.02% | −50−3.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,396 | $652.1K | 0.19% | −199−12.5% | Reduced |
| Cadinha & Co LLC | 1,397 | $652.5K | 0.12% | +41+3.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,398 | $653.0K | 0.09% | −1−0.1% | Reduced |
| Chatham Capital Group, Inc. | 1,404 | $655.8K | 0.11% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,405 | $656.0K | 0.22% | +487+53.1% | Added |
| Skopos Labs, Inc. | 1,449 | $656.1K | 0.28% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,407 | $657.2K | 0.03% | −217−13.4% | Reduced |
| Portside Wealth Group, LLC | 1,410 | $658.6K | 0.13% | −51−3.5% | Reduced |
| Kapstone Financial Advisors LLC | 1,413 | $660.0K | 0.43% | +59+4.4% | Added |
| Waldron Private Wealth LLC | 1,413 | $660.0K | 0.03% | +190+15.5% | Added |
| First American Trust, FSB | 1,424 | $665.5K | 0.07% | +1+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,425 | $665.6K | 0.06% | 00.0% | Unchanged |
| Betterment LLC | 1,429 | $667.0K | 0.00% | −1−0.1% | Reduced |
| WBH Advisory Inc | 1,433 | $669.2K | 0.07% | −40−2.7% | Reduced |
| Motiv8 Investments LLC | 1,431 | $669.6K | 0.50% | +183+14.7% | Added |
| Unique Wealth Strategies, LLC | 1,473 | $670.0K | 0.31% | 00.0% | Unchanged |
| Rockland Trust Co | 1,435 | $670.3K | 0.04% | +665+86.4% | Added |
| Miracle Mile Advisors, LLC | 1,435 | $670.4K | 0.02% | +1,435 | New |
| Trueblood Wealth Management, LLC | 1,437 | $671.2K | 0.38% | −22−1.5% | Reduced |
| Pallas Capital Advisors LLC | 1,411 | $671.5K | 0.03% | +79+5.9% | Added |
| PDS Planning, Inc | 1,443 | $674.0K | 0.07% | +41+2.9% | Added |
| Cim Investment Mangement Inc | 1,443 | $674.0K | 0.21% | −8−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 1,447 | $676.0K | 0.09% | +488+50.9% | Added |
| Ti-Trust, Inc | 1,450 | $677.3K | 0.52% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $677.3K | 0.10% | 00.0% | Unchanged |
| Assetmark, Inc | 1,451 | $677.9K | 0.00% | −81−5.3% | Reduced |
| GDS Wealth Management | 1,454 | $679.2K | 0.07% | −69−4.5% | Reduced |
| Oxford Financial Group Ltd | 1,459 | $681.5K | 0.04% | +51+3.6% | Added |
| Gilman Hill Asset Management, LLC | 1,462 | $682.9K | 0.12% | −400−21.5% | Reduced |
| Mosaic Financial Group, LLC | 1,465 | $684.0K | 0.49% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,468 | $685.5K | 0.13% | +11+0.8% | Added |
| Capstone Wealth Management Group, LLC | 1,470 | $686.8K | 0.45% | −548−27.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,472 | $687.4K | 0.02% | +344+30.5% | Added |
| Whitener Capital Management, Inc. | 1,472 | $687.6K | 0.21% | +255+21.0% | Added |
| Capital Square, LLC | 1,451 | $688.6K | 0.45% | +18+1.3% | Added |
| Smart Money Group LLC | 1,273 | $690.0K | 0.25% | +153+13.7% | Added |
| Shufro Rose & Co LLC | 1,477 | $690.1K | 0.06% | +1+0.1% | Added |
| Formidable Asset Management, LLC | 1,480 | $691.3K | 0.11% | −129−8.0% | Reduced |
| Riverpark Capital Management LLC | 1,480 | $691.3K | 0.92% | 00.0% | Unchanged |
| LM Advisors LLC | 1,485 | $694.0K | 0.00% | +156+11.7% | Added |
| Auxier Asset Management | 1,488 | $695.0K | 0.11% | −10−0.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,491 | $696.4K | 0.14% | +32+2.2% | Added |
| Wharton Business Group, LLC | 1,495 | $698.0K | 0.04% | −124−7.7% | Reduced |
| Waterloo Capital, L.P. | 1,495 | $698.1K | 0.08% | −362−19.5% | Reduced |
| Westside Investment Management, Inc. | 1,495 | $698.3K | 0.16% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,496 | $698.9K | 0.10% | +73+5.1% | Added |
| CSS LLC | 1,500 | $700.6K | 0.05% | +100+7.1% | Added |
| Ausdal Financial Partners, Inc. | 1,503 | $702.1K | 0.07% | −6−0.4% | Reduced |
| Enterprise Financial Services Corp | 1,511 | $705.8K | 0.43% | −41−2.6% | Reduced |
| Carr Financial Group Corp | 1,513 | $706.6K | 0.22% | +7+0.5% | Added |
| Cornerstone Advisory, LLC | 1,516 | $708.0K | 0.10% | −484−24.2% | Reduced |
| Twin Lakes Capital Management, LLC | 1,527 | $713.1K | 0.49% | +20+1.3% | Added |
| Brady Family Wealth, LLC | 1,531 | $715.1K | 0.23% | −101−6.2% | Reduced |
| CVA Family Office, LLC | 1,531 | $715.4K | 0.13% | +29+1.9% | Added |
| Altus Wealth Group LLC | 1,534 | $716.7K | 0.36% | +97+6.8% | Added |
| Integris Wealth Management, LLC | 1,535 | $717.0K | 0.21% | −15−1.0% | Reduced |
| RiverPark Advisors, LLC | 1,535 | $717.0K | 0.59% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,547 | $721.5K | 0.24% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,548 | $723.0K | 0.35% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,553 | $725.5K | 0.40% | −8−0.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,554 | $726.0K | 0.30% | −170−9.9% | Reduced |
| Good Life Advisors, LLC | 1,557 | $727.2K | 0.06% | −89−5.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,560 | $728.7K | 0.21% | −35−2.2% | Reduced |
| Liberty Wealth Management LLC | 13,213 | $729.0K | 0.13% | +11,713+780.9% | Added |
| Fortem Financial Group, LLC | 1,562 | $729.7K | 0.31% | −29−1.8% | Reduced |
| Cornerstone Wealth Group, LLC | 1,567 | $732.0K | 0.07% | +12+0.8% | Added |
| Transcend Wealth Collective, LLC | 1,571 | $733.8K | 0.05% | +59+3.9% | Added |
| Farmers & Merchants Investments Inc | 1,580 | $738.0K | 0.02% | +29+1.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,587 | $740.8K | 0.26% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,591 | $743.2K | 0.13% | +876+122.5% | Added |
| Capital Asset Advisory Services LLC | 1,619 | $745.2K | 0.04% | −182−10.1% | Reduced |
| Castle Wealth Management LLC | 1,597 | $746.2K | 0.36% | +62+4.0% | Added |
| IFG Advisory, LLC | 1,599 | $747.3K | 0.05% | +1,599 | New |
| First Commonwealth Financial Corp | 1,600 | $747.4K | 0.19% | +97+6.5% | Added |
| Park Place Capital Corp | 1,601 | $747.8K | 0.24% | −203−11.3% | Reduced |
| Abbrea Capital, LLC | 1,601 | $748.0K | 0.10% | +67+4.4% | Added |
| Dorsey & Whitney Trust CO LLC | 1,603 | $748.8K | 0.05% | +101+6.7% | Added |
| Wade Financial Advisory, Inc | 1,605 | $749.7K | 0.27% | −25−1.5% | Reduced |