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 |
|---|---|---|---|---|---|
| tru Independence LLC | 827 | $386.3K | 0.12% | +20+2.5% | Added |
| Epic Trust Investment Advisors, LLC | 830 | $387.6K | 0.43% | +2+0.2% | Added |
| Belfer Management LLC | 831 | $388.1K | 7.32% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 833 | $388.9K | 0.33% | +59+7.6% | Added |
| Kennedy Investment Group | 833 | $389.0K | 0.20% | +68+8.9% | Added |
| Freedom Day Solutions, LLC | 834 | $389.4K | 0.13% | −25−2.9% | Reduced |
| Catalyst Financial Partners LLC | 835 | $390.0K | 0.09% | +54+6.9% | Added |
| Gentry Private Wealth, LLC | 835 | $390.0K | 0.34% | +835 | New |
| Beverly Hills Private Wealth, LLC | 838 | $391.6K | 0.09% | −50−5.6% | Reduced |
| Bank of New Hampshire | 843 | $393.8K | 0.10% | −75−8.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 844 | $394.2K | 0.03% | 00.0% | Unchanged |
| Cynosure Management, LLC | 846 | $395.2K | 0.06% | +98+13.1% | Added |
| West Wealth Group, LLC | 846 | $395.2K | 0.14% | +82+10.7% | Added |
| Viawealth, LLC | 847 | $395.6K | 0.25% | +11+1.3% | Added |
| 1620 Investment Advisors, Inc. | 847 | $395.6K | 0.30% | −1−0.1% | Reduced |
| Raleigh Capital Management Inc. | 847 | $395.7K | 0.17% | −42−4.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 848 | $396.0K | 0.20% | −227−21.1% | Reduced |
| Grove Bank & Trust | 851 | $397.5K | 0.06% | −12−1.4% | Reduced |
| Alera Investment Advisors, LLC | 851 | $397.5K | 0.05% | +851 | New |
| Sheets Smith Wealth Management | 853 | $398.4K | 0.05% | −12−1.4% | Reduced |
| New Republic Capital, LLC | 854 | $399.0K | 0.20% | +9+1.1% | Added |
| Cullen Investment Group, Ltd. | 856 | $399.9K | 0.06% | +3+0.4% | Added |
| Kames Capital plc | 857 | $400.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 857 | $400.5K | 0.25% | +151+21.4% | Added |
| SFMG, LLC | 858 | $400.7K | 0.03% | +42+5.1% | Added |
| WCM Investment Management, LLC | 859 | $401.0K | 0.00% | +346+67.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 860 | $401.5K | 0.21% | +12+1.4% | Added |
| Fulcrum Equity Management | 860 | $401.9K | 0.36% | +203+30.9% | Added |
| High Net Worth Advisory Group LLC | 860 | $402.2K | 0.12% | −12−1.4% | Reduced |
| GTS Securities LLC | 862 | $402.6K | 0.01% | −10,332−92.3% | Reduced |
| Edmp, Inc. | 866 | $404.4K | 0.37% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 867 | $405.0K | 0.20% | +8+0.9% | Added |
| Chase Investment Counsel Corp | 871 | $406.0K | 0.14% | +66+8.2% | Added |
| Fortitude Advisory Group L.L.C. | 870 | $406.4K | 0.24% | +11+1.3% | Added |
| Cozad Asset Management Inc | 870 | $406.4K | 0.04% | +81+10.3% | Added |
| Mitchell Sinkler & Starr | 855 | $407.0K | 0.10% | +230+36.8% | Added |
| Borer Denton & Associates, Inc. | 873 | $407.8K | 0.15% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 873 | $407.9K | 0.03% | −10−1.1% | Reduced |
| Rosenberg Matthew Hamilton | 875 | $408.1K | 0.12% | +72+9.0% | Added |
| Mraz, Amerine & Associates, Inc. | 876 | $409.2K | 0.08% | 00.0% | Unchanged |
| Private Capital Management, LLC | 879 | $410.8K | 0.05% | −100−10.2% | Reduced |
| Calamos Wealth Management LLC | 883 | $412.4K | 0.02% | −6−0.7% | Reduced |
| NWF Advisory Services Inc. | 884 | $413.0K | 0.07% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 885 | $413.4K | 0.03% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 885 | $413.6K | 0.10% | +5+0.6% | Added |
| Peoples Bank | 887 | $414.3K | 0.32% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 894 | $417.6K | 0.24% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 896 | $418.7K | 0.14% | +10+1.1% | Added |
| Shelton Wealth Management, LLC | 897 | $418.8K | 0.25% | −18−2.0% | Reduced |
| Austin Private Wealth, LLC | 897 | $419.0K | 0.05% | +17+1.9% | Added |
| Onyx Bridge Wealth Group LLC | 904 | $422.1K | 0.07% | −10−1.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 904 | $422.1K | 0.07% | +14+1.6% | Added |
| Oak Harbor Wealth Partners, LLC | 905 | $422.6K | 0.13% | +3+0.3% | Added |
| Norris Perne & French LLP | 905 | $422.7K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 905 | $422.7K | 0.10% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 907 | $423.5K | 0.03% | −25−2.7% | Reduced |
| Select Asset Management & Trust | 907 | $424.0K | 0.17% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 908 | $424.1K | 0.22% | 00.0% | Unchanged |
| Riverview Trust Co | 912 | $426.0K | 0.40% | 00.0% | Unchanged |
| Equitable Trust Co | 913 | $426.5K | 0.03% | +105+13.0% | Added |
| Plancorp, LLC | 916 | $427.9K | 0.02% | −33−3.5% | Reduced |
| Alliance Wealth Advisors, LLC | 917 | $428.3K | 0.27% | −162−15.0% | Reduced |
| JB Capital LLC | 919 | $428.9K | 0.03% | +190+26.1% | Added |
| Demars Financial Group, LLC | 919 | $429.2K | 0.21% | −1,316−58.9% | Reduced |
| Congress Wealth Management LLC | 919 | $429.7K | 0.01% | −1,561−62.9% | Reduced |
| Morris Retirement Advisors, LLC | 923 | $431.2K | 0.25% | +220+31.3% | Added |
| Greenland Capital Management LP | 924 | $431.6K | 0.09% | +924 | New |
| AlphaMark Advisors, LLC | 924 | $432.0K | 0.15% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 929 | $434.0K | 0.04% | −18−1.9% | Reduced |
| Granite Investment Partners, LLC | 930 | $434.4K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 934 | $436.3K | 0.10% | +137+17.2% | Added |
| Congress Park Capital LLC | 935 | $436.7K | 0.18% | 00.0% | Unchanged |
| Everpar Advisors LLC | 935 | $436.9K | 0.22% | +220+30.8% | Added |
| SMART Wealth LLC | 936 | $437.4K | 0.18% | +115+14.0% | Added |
| Legacy Capital Group California, Inc. | 940 | $439.1K | 0.16% | +75+8.7% | Added |
| Genesee Capital Advisors, LLC | 941 | $439.7K | 0.22% | +12+1.3% | Added |
| DT Investment Partners, LLC | 944 | $440.9K | 0.04% | +75+8.6% | Added |
| Gallacher Capital Management LLC | 945 | $441.4K | 0.23% | −1,147−54.8% | Reduced |
| Calton & Associates, Inc. | 947 | $442.4K | 0.22% | −47−4.7% | Reduced |
| Widmann Financial Services, Inc. | 948 | $442.8K | 0.36% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 948 | $442.8K | 0.11% | +3+0.3% | Added |
| Fortitude Family Office, LLC | 948 | $442.8K | 0.25% | +8+0.9% | Added |
| Biltmore Family Office, LLC | 949 | $443.3K | 0.08% | +107+12.7% | Added |
| Tandem Capital Management Corp | 960 | $443.7K | 0.24% | −51−5.0% | Reduced |
| Curtis Advisory Group, LLC | 950 | $443.7K | 0.16% | −7−0.7% | Reduced |
| Inscription Capital, LLC | 952 | $444.7K | 0.07% | +120+14.4% | Added |
| First Trust Investment Solutions L.P. | 953 | $444.9K | 0.06% | +144+17.8% | Added |
| Trust Co of Virginia | 955 | $446.1K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 956 | $446.6K | 0.22% | −26−2.6% | Reduced |
| Prelude Capital Management, LLC | 960 | $448.4K | 0.04% | −736−43.4% | Reduced |
| CFM Wealth Partners LLC | 961 | $448.9K | 0.08% | −125−11.5% | Reduced |
| HCR Wealth Advisors | 961 | $448.9K | 0.06% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 965 | $450.8K | 0.16% | −28−2.8% | Reduced |
| Insight 2811, Inc. | 965 | $450.8K | 0.23% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 968 | $451.9K | 0.07% | +109+12.7% | Added |
| Mogy Joel R Investment Counsel Inc | 969 | $452.8K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 970 | $453.1K | 0.07% | +970 | New |
| Sound Income Strategies, LLC | 972 | $453.9K | 0.03% | +276+39.7% | Added |
| Fort Point Capital Partners LLC | 973 | $454.5K | 0.06% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 974 | $455.0K | 0.34% | +125+14.7% | Added |