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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 1,938 | $905.1K | 0.34% | −27−1.4% | Reduced |
| Keystone Financial Planning, Inc. | 1,938 | $905.2K | 0.30% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,943 | $906.3K | 0.22% | 00.0% | Unchanged |
| TL Private Wealth | 1,935 | $906.7K | 0.41% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 1,942 | $907.1K | 0.88% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,951 | $911.3K | 0.09% | +15+0.8% | Added |
| DeDora Capital, Inc. | 1,956 | $913.5K | 0.28% | +4+0.2% | Added |
| Meridian Wealth Advisors, LLC | 1,962 | $916.6K | 0.16% | −899−31.4% | Reduced |
| SOL Capital Management CO | 1,963 | $917.0K | 0.11% | +30+1.6% | Added |
| Investment Partners, Ltd. | 1,969 | $919.8K | 0.41% | +8+0.4% | Added |
| Aspen Investment Management Inc | 1,974 | $922.0K | 0.46% | −50−2.5% | Reduced |
| Lake Street Financial LLC | 1,976 | $923.0K | 0.12% | +70+3.7% | Added |
| Relative Value Partners Group, LLC | 1,976 | $923.0K | 0.12% | +1,976 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,978 | $923.9K | 0.09% | +49+2.5% | Added |
| Duncker Streett & Co Inc | 1,982 | $925.8K | 0.18% | −31−1.5% | Reduced |
| KC Investment Advisors, LLC | 1,987 | $928.1K | 0.46% | −47−2.3% | Reduced |
| Columbus Macro, LLC | 1,999 | $930.4K | 0.36% | −24−1.2% | Reduced |
| First PREMIER Bank | 1,995 | $932.0K | 0.25% | −50−2.4% | Reduced |
| Cito Capital Group, LLC | 2,000 | $934.0K | 0.36% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,000 | $934.2K | 0.02% | −39−1.9% | Reduced |
| Opus Investment Management Inc | 2,000 | $934.2K | 0.60% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $934.2K | 0.07% | +2,000 | New |
| Hunter Associates Investment Management LLC | 2,006 | $936.0K | 0.16% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,004 | $936.0K | 0.18% | +4+0.2% | Added |
| Gradient Capital Advisors, LLC | 2,006 | $937.0K | 0.33% | +66+3.4% | Added |
| WP Advisors, LLC | 2,006 | $937.1K | 0.30% | +25+1.3% | Added |
| First National Advisers, LLC | 2,018 | $942.6K | 0.17% | −134−6.2% | Reduced |
| SRN Advisors, LLC | 2,019 | $943.1K | 0.78% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,022 | $944.7K | 0.56% | +7+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 2,063 | $946.1K | 0.12% | +190+10.1% | Added |
| Geneos Wealth Management Inc. | 2,037 | $951.6K | 0.04% | +133+7.0% | Added |
| Longfellow Investment Management Co LLC | 2,043 | $954.3K | 0.24% | +14+0.7% | Added |
| MWA Asset Management | 2,046 | $955.9K | 0.68% | +27+1.3% | Added |
| Wynn Capital, LLC | 2,057 | $960.8K | 0.71% | +92+4.7% | Added |
| Phoenix Wealth Advisors | 2,067 | $965.5K | 0.48% | −365−15.0% | Reduced |
| SPC Financial, Inc. | 2,069 | $966.6K | 0.09% | +10.0% | Added |
| Aletheian Wealth Advisors LLC | 2,070 | $966.9K | 0.51% | +4+0.2% | Added |
| Symphony Financial Services, Inc. | 2,096 | $967.8K | 0.84% | +2,096 | New |
| Chesley Taft & Associates LLC | 2,079 | $971.1K | 0.05% | +78+3.9% | Added |
| Gables Capital Management Inc. | 2,081 | $972.0K | 0.51% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,085 | $973.9K | 0.82% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 2,085 | $974.2K | 0.23% | −1,188−36.3% | Reduced |
| Frank, Rimerman Advisors LLC | 2,097 | $979.5K | 0.07% | +2,093+52,325.0% | Added |
| Chemung Canal Trust Co | 2,100 | $980.9K | 0.19% | −99−4.5% | Reduced |
| X-Square Capital, LLC | 2,105 | $983.0K | 0.46% | +28+1.3% | Added |
| Parkside Financial Bank & Trust | 2,121 | $990.8K | 0.16% | +63+3.1% | Added |
| WSFS Capital Management, LLC | 2,122 | $991.2K | 0.05% | +10+0.5% | Added |
| Morningstar Investment Management LLC | 2,130 | $995.0K | 0.10% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,137 | $998.2K | 0.00% | −108−4.8% | Reduced |
| Forza Wealth Management, LLC | 2,141 | $1.00M | 0.52% | −200−8.5% | Reduced |
| Concord Wealth Partners | 2,145 | $1.00M | 0.18% | −168−7.3% | Reduced |
| My Legacy Advisors, LLC | 2,155 | $1.01M | 0.32% | −47−2.1% | Reduced |
| MONECO Advisors, LLC | 2,157 | $1.01M | 0.15% | +187+9.5% | Added |
| Quadrant Capital Group LLC | 2,159 | $1.01M | 0.07% | +238+12.4% | Added |
| Advisory Alpha, LLC | 2,160 | $1.01M | 0.04% | −16−0.7% | Reduced |
| Traphagen Investment Advisors LLC | 2,163 | $1.01M | 0.11% | −10.0% | Reduced |
| Monarch Capital Management Inc | 2,169 | $1.01M | 0.30% | +73+3.5% | Added |
| Atlantic Union Bankshares Corp | 2,170 | $1.01M | 0.06% | +1,461+206.1% | Added |
| Patten & Patten Inc | 2,173 | $1.01M | 0.07% | +10+0.5% | Added |
| Ambassador Advisors, LLC | 2,177 | $1.02M | 0.18% | +99+4.8% | Added |
| St. Johns Investment Management Company, LLC | 2,179 | $1.02M | 0.48% | +2,179 | New |
| Wulff, Hansen & Co. | 2,186 | $1.02M | 1.01% | +386+21.4% | Added |
| Graypoint LLC | 2,188 | $1.02M | 0.07% | +258+13.4% | Added |
| Eads & Heald Wealth Management | 2,187 | $1.02M | 0.49% | −15−0.7% | Reduced |
| Financial Security Advisor, Inc. | 2,196 | $1.03M | 0.34% | −139−6.0% | Reduced |
| Kovack Advisors, Inc. | 2,205 | $1.03M | 0.11% | −540−19.7% | Reduced |
| CRA Financial Services, LLC | 2,206 | $1.03M | 0.21% | −11−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,206 | $1.03M | 0.15% | +115+5.5% | Added |
| Cigna Investments Inc | 2,209 | $1.03M | 0.19% | −86−3.7% | Reduced |
| TCTC Holdings, LLC | 2,211 | $1.03M | 0.04% | −10−0.5% | Reduced |
| Helen Stephens Group, LLC | 2,213 | $1.03M | 0.36% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,231 | $1.04M | 0.38% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,232 | $1.04M | 0.05% | +48+2.2% | Added |
| Regal Investment Advisors LLC | 2,235 | $1.04M | 0.07% | +1,139+103.9% | Added |
| Walker Asset Management, LLC | 2,238 | $1.05M | 0.70% | −51−2.2% | Reduced |
| Allen Capital Group, LLC | 2,238 | $1.05M | 0.15% | +119+5.6% | Added |
| Founders Financial Securities LLC | 2,256 | $1.05M | 0.10% | +163+7.8% | Added |
| Dearborn Partners LLC | 2,259 | $1.06M | 0.05% | +41+1.8% | Added |
| Wellington Shields & Co., LLC | 2,260 | $1.06M | 0.34% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2,269 | $1.06M | 0.64% | −60−2.6% | Reduced |
| Ancora Advisors, LLC | 2,271 | $1.06M | 0.03% | +25+1.1% | Added |
| Global Trust Asset Management, LLC | 2,272 | $1.06M | 0.43% | −14−0.6% | Reduced |
| Union Savings Bank | 2,275 | $1.06M | 0.56% | −63−2.7% | Reduced |
| Vicus Capital | 2,275 | $1.06M | 0.10% | −113−4.7% | Reduced |
| Dana Investment Advisors, Inc. | 2,285 | $1.07M | 0.04% | −27−1.2% | Reduced |
| Rogco, LP | 2,302 | $1.08M | 0.44% | −5−0.2% | Reduced |
| Castlekeep Investment Advisors LLC | 2,305 | $1.08M | 0.83% | −7−0.3% | Reduced |
| True Wealth Design, LLC | 2,308 | $1.08M | 0.27% | −13−0.6% | Reduced |
| Peoples Financial Services Corp. | 2,310 | $1.08M | 0.49% | −91−3.8% | Reduced |
| Covenant Partners, LLC | 2,315 | $1.08M | 0.33% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 2,319 | $1.08M | 0.64% | 00.0% | Unchanged |
| Chesapeake Capital Corp | 2,320 | $1.08M | 1.42% | +2,320 | New |
| Cambria Investment Management, L.P. | 2,320 | $1.08M | 0.07% | +2,320 | New |
| Transamerica Financial Advisors, Inc. | 2,324 | $1.09M | 0.12% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,333 | $1.09M | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,340 | $1.09M | 0.51% | +214+10.1% | Added |
| Nilsine Partners, LLC | 2,342 | $1.09M | 0.15% | +30+1.3% | Added |
| 3Chopt Investment Partners, LLC | 2,348 | $1.10M | 0.33% | +2,348 | New |
| LCNB Corp | 2,357 | $1.10M | 0.41% | −240−9.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,359 | $1.10M | 0.26% | +10.0% | Added |