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 |
|---|---|---|---|---|---|
| Baron Silver Stevens Financial Advisors, LLC | 588 | $274.4K | 0.05% | 00.0% | Unchanged |
| Financial Management Network Inc | 596 | $275.7K | 0.07% | +26+4.6% | Added |
| Crestmont Private Wealth LLC | 591 | $276.2K | 0.13% | +591 | New |
| Stonebridge Capital Advisors LLC | 592 | $276.5K | 0.02% | −122−17.1% | Reduced |
| Adell Harriman & Carpenter Inc | 592 | $276.5K | 0.02% | −55−8.5% | Reduced |
| Buckingham Capital Management, Inc. | 593 | $277.0K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 594 | $277.5K | 0.01% | +594 | New |
| Tranquilli Financial Advisor LLC | 595 | $277.5K | 0.19% | −80−11.9% | Reduced |
| Wilkins Investment Counsel Inc | 597 | $278.9K | 0.04% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 598 | $279.3K | 0.03% | 00.0% | Unchanged |
| Bank Hapoalim BM | 600 | $280.0K | 0.04% | −133−18.1% | Reduced |
| Chilton Capital Management LLC | 600 | $280.3K | 0.01% | −88−12.8% | Reduced |
| Northstar Asset Management LLC | 600 | $280.3K | 0.07% | −50−7.7% | Reduced |
| RFP Financial Group LLC | 600 | $280.3K | 0.10% | +2+0.3% | Added |
| Galvin, Gaustad & Stein, LLC | 602 | $281.4K | 0.03% | +105+21.1% | Added |
| Howard Wealth Management, LLC | 604 | $282.1K | 0.22% | +4+0.7% | Added |
| Sivia Capital Partners, LLC | 604 | $282.2K | 0.19% | −1−0.2% | Reduced |
| Orrstown Financial Services Inc | 606 | $283.1K | 0.15% | −60−9.0% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 606 | $283.1K | 0.11% | +4+0.7% | Added |
| True North Advisors, LLC | 607 | $283.5K | 0.08% | −188−23.6% | Reduced |
| Broadwater Capital Management LLC | 607 | $283.5K | 0.22% | 00.0% | Unchanged |
| Consolidated Planning Corp | 608 | $283.8K | 0.05% | +1+0.2% | Added |
| Cahaba Wealth Management, Inc. | 608 | $283.9K | 0.03% | +5+0.8% | Added |
| Hills Bank & Trust Co | 608 | $284.0K | 0.02% | −26−4.1% | Reduced |
| Delta Asset Management LLC | 608 | $284.0K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 608 | $284.0K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 609 | $284.5K | 0.05% | 00.0% | Unchanged |
| Summit X, LLC | 608 | $284.6K | 0.06% | +29+5.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 611 | $285.0K | 0.12% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 611 | $285.2K | 0.24% | +3+0.5% | Added |
| Stegent Equity Advisors, Inc. | 611 | $285.4K | 0.30% | −205−25.1% | Reduced |
| Janney Capital Management LLC | 612 | $286.0K | 0.02% | 00.0% | Unchanged |
| Touchstone Capital, Inc. | 613 | $286.3K | 0.45% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 613 | $286.5K | 0.01% | +35+6.1% | Added |
| Matrix Private Capital Group LLC | 614 | $286.8K | 0.18% | +6+1.0% | Added |
| Drake & Associates, LLC | 617 | $288.1K | 0.10% | −69−10.1% | Reduced |
| Brass Tax Wealth Management, Inc | 617 | $288.1K | 0.06% | +617 | New |
| Tucker Asset Management LLC | 617 | $288.2K | 0.06% | −92−13.0% | Reduced |
| Summit Wealth Partners, LLC | 619 | $288.9K | 0.06% | +7+1.1% | Added |
| Princeton Capital Management LLC | 619 | $289.2K | 0.09% | +619 | New |
| Divergent Planning, LLC | 622 | $289.9K | 0.12% | 00.0% | Unchanged |
| Spinnaker Trust | 621 | $290.1K | 0.02% | −7−1.1% | Reduced |
| Boston Mountain Money Management Inc | 621 | $290.3K | 0.19% | +1+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 622 | $290.5K | 0.07% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 623 | $290.9K | 0.21% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 625 | $291.9K | 0.04% | −135−17.8% | Reduced |
| Rock Point Advisors, LLC | 625 | $291.9K | 0.09% | −25−3.8% | Reduced |
| Trustmark National Bank Trust Department | 628 | $293.3K | 0.02% | +87+16.1% | Added |
| Keeley-Teton Advisors, LLC | 629 | $293.7K | 0.04% | +2+0.3% | Added |
| Dakota Community Bank & Trust NA | 631 | $294.7K | 1.59% | +13+2.1% | Added |
| LMCG Investments, LLC | 632 | $295.2K | 0.02% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 632 | $295.2K | 0.09% | +17+2.8% | Added |
| MJP Associates Inc | 633 | $295.5K | 0.06% | −6−0.9% | Reduced |
| Copperwynd Financial, LLC | 549 | $297.4K | 0.10% | +100+22.3% | Added |
| Vinva Investment Management Ltd | 637 | $297.6K | 0.02% | +637 | New |
| Secure Asset Management, LLC | 640 | $298.8K | 0.06% | −272−29.8% | Reduced |
| Consilium Wealth Advisory, LLC | 641 | $299.4K | 0.16% | +641 | New |
| Deerfield Management Company, L.P. (Series C) | 642 | $299.9K | 0.00% | +642 | New |
| SRS Capital Advisors, Inc. | 645 | $301.3K | 0.03% | +293+83.2% | Added |
| Eqis Capital Management, Inc. | 646 | $301.5K | 0.02% | +98+17.9% | Added |
| Atalanta Sosnoff Capital, LLC | 648 | $302.7K | 0.01% | −21−3.1% | Reduced |
| Ingalls & Snyder LLC | 649 | $303.0K | 0.01% | −2−0.3% | Reduced |
| Spirit of America Management Corp | 650 | $303.6K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 651 | $304.2K | 0.02% | +15+2.4% | Added |
| Arrowroot Family Office, LLC | 653 | $305.0K | 0.20% | −6−0.9% | Reduced |
| Garrett Investment Advisors LLC | 654 | $305.5K | 0.04% | −5−0.8% | Reduced |
| Talisman Wealth Advisors LLC | 655 | $305.8K | 0.35% | +2+0.3% | Added |
| Terra Nova Asset Management LLC | 655 | $306.0K | 0.24% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 655 | $306.0K | 0.10% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 656 | $306.3K | 0.20% | −73−10.0% | Reduced |
| KFA Private Wealth Group, LLC | 657 | $306.9K | 0.16% | +178+37.2% | Added |
| City Center Advisors, LLC | 673 | $308.3K | 0.36% | 00.0% | Unchanged |
| Falcon Wealth Planning | 661 | $308.8K | 0.04% | −901−57.7% | Reduced |
| Howard Financial Services, Ltd. | 661 | $308.8K | 0.05% | +14+2.2% | Added |
| Savvy Advisors, Inc. | 662 | $309.2K | 0.10% | +212+47.1% | Added |
| Bullock Wealth Management Group | 663 | $309.5K | 0.20% | +34+5.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 665 | $310.6K | 0.10% | +126+23.4% | Added |
| Peoples Bank | 665 | $310.6K | 0.16% | +143+27.4% | Added |
| Carl P. Sherr & Co., LLC | 666 | $311.1K | 0.17% | +100+17.7% | Added |
| Palumbo Wealth Management LLC | 669 | $312.6K | 0.13% | +2+0.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 690 | $312.8K | 0.06% | −219−24.1% | Reduced |
| Opus Capital Group, LLC | 672 | $314.0K | 0.04% | −14−2.0% | Reduced |
| CFS Investment Advisory Services, LLC | 672 | $314.0K | 0.03% | +672 | New |
| Relyea Zuckerberg Hanson LLC | 672 | $314.1K | 0.05% | −148−18.0% | Reduced |
| Aspiriant, LLC | 675 | $315.3K | 0.01% | −59−8.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 675 | $315.3K | 0.08% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 677 | $316.2K | 0.01% | +6+0.9% | Added |
| Absher Wealth Management, LLC | 677 | $316.2K | 0.04% | +8+1.2% | Added |
| Acas, LLC | 586 | $317.6K | 0.28% | −50−7.9% | Reduced |
| Fidelity D & D Bancorp Inc | 680 | $317.6K | 0.24% | −3−0.4% | Reduced |
| Paragon Private Wealth Management, LLC | 680 | $317.6K | 0.18% | +26+4.0% | Added |
| Modern Wealth Management, LLC | 681 | $318.5K | 0.02% | −3−0.4% | Reduced |
| Kaydan Wealth Management, Inc. | 682 | $318.6K | 0.11% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 683 | $319.0K | 0.23% | +91+15.4% | Added |
| Ignite Planners, LLC | 694 | $320.5K | 0.08% | +1+0.1% | Added |
| Addison Capital Co | 687 | $321.0K | 0.14% | +687 | New |
| Colonial River Wealth Management, LLC | 688 | $321.4K | 0.17% | −25−3.5% | Reduced |
| Legacy Advisors, LLC | 690 | $322.3K | 0.04% | +53+8.3% | Added |
| Xcel Wealth Management, LLC | 690 | $322.3K | 0.10% | +65+10.4% | Added |
| Interchange Capital Partners, LLC | 691 | $322.8K | 0.12% | +227+48.9% | Added |