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, 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
- 2,436
- +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
- 1,054 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 | 2,796 | $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, 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 |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 491 | $229.4K | 0.02% | +28+6.0% | Added |
| Fairscale Capital, LLC | 490 | $229.6K | 0.20% | +490 | New |
| BancFirst Trust & Investment Management | 491 | $229.8K | 0.11% | +10+2.1% | Added |
| Cascade Investment Group, Inc. | 493 | $230.2K | 0.18% | −200−28.9% | Reduced |
| Duff & Phelps Investment Management Co | 493 | $230.3K | 0.00% | −2,041−80.5% | Reduced |
| Crewe Advisors LLC | 493 | $230.3K | 0.03% | −49−9.0% | Reduced |
| Total Investment Management Inc | 493 | $230.4K | 0.03% | +14+2.9% | Added |
| Clear Creek Financial Management, LLC | 493 | $230.4K | 0.03% | −31−5.9% | Reduced |
| Legacy Edge Advisors, LLC | 495 | $231.1K | 0.04% | +495 | New |
| First United Bank Trust | 496 | $231.7K | 0.09% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 497 | $232.1K | 0.05% | +497 | New |
| Gillespie Robinson & Grimm Inc | 498 | $232.6K | 0.02% | −50−9.1% | Reduced |
| Strategic Investment Solutions, Inc. | 430 | $233.1K | 0.08% | +430 | New |
| JMG Financial Group, Ltd. | 500 | $233.6K | 0.01% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 500 | $233.6K | 0.05% | 00.0% | Unchanged |
| Epiq Partners, LLC | 500 | $233.6K | 0.16% | 00.0% | Unchanged |
| Susquehanna International Securities, Ltd. | 500 | $233.6K | 0.09% | +500 | New |
| Dynamic Wealth Strategies, LLC | 501 | $234.0K | 0.20% | −3−0.6% | Reduced |
| TradeLink Capital LLC | 500 | $234.0K | 0.68% | +500 | New |
| PSI Advisors, LLC | 502 | $234.5K | 0.07% | −36−6.7% | Reduced |
| Optas, LLC | 502 | $234.5K | 0.06% | +502 | New |
| Alhambra Investment Partners LLC | 503 | $235.0K | 0.13% | +4+0.8% | Added |
| Weil Company, Inc. | 504 | $235.3K | 0.09% | +53+11.8% | Added |
| Global Wealth Strategies & Associates | 505 | $235.9K | 0.08% | −34−6.3% | Reduced |
| Kuhn & Co Investment Counsel | 505 | $235.9K | 0.21% | −6−1.2% | Reduced |
| Baker Ellis Asset Management LLC | 505 | $235.9K | 0.04% | +50+11.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 505 | $236.0K | 0.11% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 508 | $237.3K | 0.03% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 509 | $237.8K | 0.10% | −14−2.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 510 | $238.2K | 0.09% | −50−8.9% | Reduced |
| Family Management Corp | 512 | $239.2K | 0.04% | −7−1.3% | Reduced |
| New Potomac Partners, LLC | 514 | $240.1K | 0.13% | 00.0% | Unchanged |
| City Holding Co | 514 | $240.1K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 514 | $240.1K | 0.10% | −1,418−73.4% | Reduced |
| Camden National Bank | 514 | $240.1K | 0.04% | 00.0% | Unchanged |
| Exchange Bank | 514 | $240.1K | 0.20% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 515 | $240.6K | 0.01% | +25+5.1% | Added |
| Consolidated Portfolio Review Corp | 516 | $241.0K | 0.06% | +13+2.6% | Added |
| Dunhill Financial, LLC | 517 | $241.4K | 0.15% | +510+7,285.7% | Added |
| J. L. Bainbridge & Co., Inc. | 517 | $241.5K | 0.02% | +5+1.0% | Added |
| Financial Enhancement Group LLC | 441 | $242.0K | 0.04% | +441 | New |
| Greatmark Investment Partners, Inc. | 519 | $242.4K | 0.04% | +20+4.0% | Added |
| Central Pacific Bank - Trust Division | 522 | $243.8K | 0.03% | −32−5.8% | Reduced |
| Facet Wealth, Inc. | 454 | $244.1K | 0.01% | −33−6.8% | Reduced |
| Winch Advisory Services, LLC | 523 | $244.4K | 0.07% | +42+8.7% | Added |
| Advocate Group LLC | 524 | $244.8K | 0.05% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 525 | $245.2K | 0.06% | −14−2.6% | Reduced |
| Gould Asset Management LLC | 525 | $245.2K | 0.06% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 525 | $245.4K | 0.08% | −87−14.2% | Reduced |
| Ellis Investment Partners, LLC | 527 | $246.3K | 0.05% | −43−7.5% | Reduced |
| Hartline Investment Corp | 528 | $246.6K | 0.03% | −3,847−87.9% | Reduced |
| Apexium Financial, LP | 529 | $247.1K | 0.02% | +10+1.9% | Added |
| Innova Wealth Partners | 530 | $247.6K | 0.18% | +31+6.2% | Added |
| Clarity Financial LLC | 530 | $247.6K | 0.04% | +70+15.2% | Added |
| Nemes Rush Group LLC | 532 | $248.5K | 0.03% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 533 | $249.0K | 0.06% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 535 | $249.8K | 0.11% | +4+0.8% | Added |
| YHB Investment Advisors, Inc. | 535 | $249.9K | 0.02% | +9+1.7% | Added |
| MBL Wealth, LLC | 536 | $250.4K | 0.03% | +20+3.9% | Added |
| Smith & Howard Wealth Management, LLC | 537 | $250.8K | 0.07% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 538 | $251.3K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 540 | $252.2K | 0.21% | +540 | New |
| United Community Bank | 541 | $252.7K | 0.10% | +6+1.1% | Added |
| Alaska Permanent Fund Corp | 467 | $253.1K | 0.00% | −11−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 542 | $253.2K | 0.07% | +80+17.3% | Added |
| Intrepid Financial Planning Group LLC | 542 | $253.2K | 0.11% | +542 | New |
| Baltimore-Washington Financial Advisors, Inc. | 548 | $256.0K | 0.01% | −55−9.1% | Reduced |
| Jacobs & Co | 550 | $256.0K | 0.03% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 548 | $256.0K | 0.07% | −65−10.6% | Reduced |
| Searle & Co. | 550 | $256.9K | 0.06% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 552 | $257.7K | 0.20% | +6+1.1% | Added |
| Elgethun Capital Management | 554 | $258.8K | 0.07% | +7+1.3% | Added |
| Mirador Capital Partners LP | 554 | $259.0K | 0.05% | −14−2.5% | Reduced |
| Fairfield Financial Advisors, LTD | 555 | $259.3K | 0.09% | +555 | New |
| Maripau Wealth Management LLC | 556 | $259.6K | 0.18% | +59+11.9% | Added |
| Valtinson Bruner Financial Planning LLC | 558 | $260.6K | 0.10% | 00.0% | Unchanged |
| Romano Brothers and Company | 558 | $260.6K | 0.04% | +40+7.7% | Added |
| Godsey & Gibb Associates | 560 | $261.6K | 0.03% | +520+1,300.0% | Added |
| Collective Family Office LLC | 561 | $262.0K | 0.08% | −97−14.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 561 | $262.0K | 0.16% | −1−0.2% | Reduced |
| Onefund, LLC | 562 | $262.5K | 0.29% | +8+1.4% | Added |
| HTLF Bank | 565 | $263.9K | 0.03% | +20+3.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 566 | $264.3K | 0.08% | +7+1.3% | Added |
| Sabal Trust CO | 566 | $264.4K | 0.02% | −2,701−82.7% | Reduced |
| Summit Wealth Group, LLC | 568 | $265.0K | 0.08% | +568 | New |
| River Street Advisors LLC | 570 | $266.2K | 0.17% | +22+4.0% | Added |
| Old Second National Bank of Aurora | 572 | $267.2K | 0.07% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 572 | $267.2K | 0.16% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 575 | $268.6K | 0.12% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 575 | $268.6K | 0.04% | +37+6.9% | Added |
| Retirement Planning Group | 576 | $269.1K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 578 | $270.0K | 0.02% | −35−5.7% | Reduced |
| Fort, L.P. | 578 | $270.0K | 0.69% | +29+5.3% | Added |
| Five Oceans Advisors | 581 | $271.4K | 0.14% | −1−0.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 581 | $271.5K | 0.11% | +123+26.9% | Added |
| Core Wealth Partners LLC | 581 | $271.6K | 0.19% | +61+11.7% | Added |
| Newbridge Financial Services Group, Inc. | 583 | $272.2K | 0.10% | −203−25.8% | Reduced |
| McAdam, LLC | 584 | $272.7K | 0.02% | +2+0.3% | Added |
| Montecito Bank & Trust | 584 | $272.8K | 0.06% | −25−4.1% | Reduced |
| LongView Wealth Management | 586 | $273.7K | 0.10% | +90+18.1% | Added |