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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 1,136 | $530.6K | 0.12% | +15+1.3% | Added |
| Forte Capital LLC | 1,138 | $531.5K | 0.06% | +132+13.1% | Added |
| MGB Wealth Management, LLC | 1,150 | $532.3K | 0.20% | +100+9.5% | Added |
| Semmax Financial Advisors Inc. | 953 | $533.0K | 0.16% | −3,433−78.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,142 | $533.3K | 0.04% | −494−30.2% | Reduced |
| Cedrus LLC | 1,145 | $534.8K | 0.27% | +34+3.1% | Added |
| Guardian Wealth Advisors, LLC | 1,145 | $534.9K | 0.06% | +14+1.2% | Added |
| M Holdings Securities, Inc. | 1,144 | $535.0K | 0.07% | +1,144 | New |
| Patrick M Sweeney & Associates, Inc | 1,147 | $535.6K | 0.43% | +32+2.9% | Added |
| Intrust Bank NA | 1,147 | $535.8K | 0.06% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,149 | $536.7K | 0.09% | −45−3.8% | Reduced |
| Pacific Global Investment Management CO | 1,149 | $536.7K | 0.10% | +86+8.1% | Added |
| Monograph Wealth Advisors, LLC | 1,150 | $537.3K | 0.08% | +6+0.5% | Added |
| Hobbs Group Advisors, LLC | 1,151 | $537.5K | 0.20% | +1,151 | New |
| Cardiff Park Advisors, LLC | 1,152 | $538.0K | 0.05% | +8+0.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,152 | $538.4K | 0.01% | +1,152 | New |
| Clearview Wealth Advisors LLC | 1,153 | $538.6K | 0.47% | −769−40.0% | Reduced |
| Evermay Wealth Management LLC | 1,154 | $538.8K | 0.09% | −25−2.1% | Reduced |
| Triad Wealth Partners, LLC | 1,156 | $540.0K | 0.28% | +654+130.3% | Added |
| Associated Banc-Corp | 1,158 | $540.9K | 0.02% | +43+3.9% | Added |
| Angeles Wealth Management, LLC | 1,160 | $541.8K | 0.05% | +352+43.6% | Added |
| AXS Investments LLC | 1,161 | $542.3K | 0.15% | −303−20.7% | Reduced |
| Keebeck Wealth Management, LLC | 1,161 | $542.3K | 0.08% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,167 | $545.1K | 0.08% | −106−8.3% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,169 | $545.9K | 0.49% | +16+1.4% | Added |
| CWS Financial Advisors, LLC | 1,172 | $547.5K | 0.22% | +11+0.9% | Added |
| Carmel Capital Partners, LLC | 1,173 | $547.9K | 0.23% | +55+4.9% | Added |
| Lion Street Advisors, LLC | 1,173 | $548.3K | 0.20% | −26−2.2% | Reduced |
| Smartleaf Asset Management LLC | 1,174 | $548.8K | 0.09% | +113+10.7% | Added |
| NVWM, LLC | 1,175 | $548.8K | 0.15% | +1,172+39,066.7% | Added |
| Compass Ion Advisors, LLC | 1,209 | $550.0K | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,178 | $550.2K | 0.25% | −1,440−55.0% | Reduced |
| Richard W. Paul & Associates, LLC | 1,179 | $550.5K | 0.21% | +15+1.3% | Added |
| FLC Capital Advisors | 1,180 | $551.0K | 0.14% | −60−4.8% | Reduced |
| Choate Investment Advisors | 1,181 | $551.6K | 0.01% | −246−17.2% | Reduced |
| Matisse Capital | 1,181 | $551.8K | 0.27% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,185 | $553.4K | 0.04% | +51+4.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,185 | $553.8K | 0.02% | −447−27.4% | Reduced |
| Avestar Capital, LLC | 1,186 | $554.0K | 0.06% | +385+48.1% | Added |
| Prostatis Group LLC | 1,187 | $554.4K | 0.19% | +46+4.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,187 | $554.4K | 0.20% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,188 | $555.0K | 0.53% | −22−1.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,190 | $555.8K | 0.11% | +15+1.3% | Added |
| Masso Torrence Wealth Management Inc. | 1,191 | $556.3K | 0.31% | +60+5.3% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $560.5K | 0.15% | −8,900−88.1% | Reduced |
| Harvey Capital Management Inc | 1,200 | $560.5K | 0.15% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,203 | $561.7K | 0.05% | +125+11.6% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $563.3K | 0.32% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 1,206 | $563.4K | 0.15% | −37−3.0% | Reduced |
| Kelly Financial Services LLC | 1,210 | $565.3K | 0.20% | +46+4.0% | Added |
| Gateway Wealth Partners, LLC | 1,215 | $567.5K | 0.17% | +751+161.9% | Added |
| Financial Advisory Corp | 1,216 | $568.0K | 0.24% | +720+145.2% | Added |
| Kozak & Associates, Inc. | 1,221 | $568.9K | 0.14% | +8+0.7% | Added |
| Vista Wealth Management Group, LLC | 1,218 | $568.9K | 0.04% | +1,218 | New |
| PFC Capital Group, Inc. | 1,220 | $569.0K | 0.28% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 1,222 | $570.6K | 0.32% | +31+2.6% | Added |
| Strategic Wealth Partners, Ltd. | 1,222 | $570.9K | 0.06% | −42−3.3% | Reduced |
| Stokes Family Office, LLC | 1,224 | $571.7K | 0.07% | +290+31.0% | Added |
| Kowal Investment Group, LLC | 1,226 | $572.7K | 0.11% | −96−7.3% | Reduced |
| Maven Securities LTD | 1,234 | $576.4K | 0.09% | +1,234 | New |
| Cresta Advisors, Ltd. | 1,237 | $578.0K | 0.34% | −1−0.1% | Reduced |
| Private Capital Management LLC | 1,247 | $582.5K | 0.12% | +88+7.6% | Added |
| Accel Wealth Management | 1,248 | $582.9K | 0.23% | +7+0.6% | Added |
| Tradition Wealth Management, LLC | 1,252 | $584.8K | 0.06% | −15−1.2% | Reduced |
| Resurgent Financial Advisors LLC | 1,254 | $585.7K | 0.36% | +32+2.6% | Added |
| Laurion Capital Management LP | 1,256 | $586.7K | 0.02% | +1,256 | New |
| Leo Wealth, LLC | 1,258 | $586.9K | 0.06% | +85+7.2% | Added |
| New Century Financial Group, LLC | 1,258 | $587.6K | 0.25% | +808+179.6% | Added |
| Wealth Management Associates, Inc. | 1,262 | $589.5K | 0.28% | 00.0% | Unchanged |
| Monument Capital Management | 1,264 | $590.4K | 0.17% | −54−4.1% | Reduced |
| Tradewinds, LLC. | 1,265 | $590.9K | 0.18% | +1,265 | New |
| Crescent Sterling, Ltd. | 1,268 | $592.3K | 0.57% | −213−14.4% | Reduced |
| Verde Capital Management | 1,269 | $592.7K | 0.19% | +395+45.2% | Added |
| Newman Dignan & Sheerar, Inc. | 1,270 | $593.0K | 0.15% | −33−2.5% | Reduced |
| Silver Oak Securities, Inc | 1,271 | $593.7K | 0.09% | −295−18.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,274 | $595.1K | 0.08% | +637+100.0% | Added |
| Means Investment Co., Inc. | 1,275 | $595.5K | 0.07% | −581−31.3% | Reduced |
| Eagle Ridge Investment Management | 1,281 | $598.4K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,286 | $600.7K | 0.16% | +160+14.2% | Added |
| Cohen Investment Advisors LLC | 1,471 | $601.6K | 0.48% | +136+10.2% | Added |
| American Trust | 1,294 | $604.4K | 0.05% | −100−7.2% | Reduced |
| United Advisor Group, LLC | 1,297 | $605.6K | 0.19% | +168+14.9% | Added |
| MSH Capital Advisors LLC | 1,299 | $607.0K | 0.20% | +19+1.5% | Added |
| Schnieders Capital Management LLC | 1,302 | $608.2K | 0.12% | 00.0% | Unchanged |
| Keystone Financial Group | 1,304 | $609.1K | 0.22% | −54−4.0% | Reduced |
| AlphaStar Capital Management, LLC | 1,307 | $610.6K | 0.06% | −184−12.3% | Reduced |
| Silver Coast Investments LLC | 1,320 | $616.6K | 0.25% | +328+33.1% | Added |
| Mason & Associates Inc | 1,321 | $617.0K | 0.16% | +100+8.2% | Added |
| Garrison Point Advisors, LLC | 1,322 | $617.5K | 0.41% | +17+1.3% | Added |
| Convergence Financial, LLC | 1,323 | $618.0K | 0.16% | +1,323 | New |
| Mechanics Financial Corp | 1,327 | $619.8K | 0.32% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,139 | $620.9K | 0.18% | +122+12.0% | Added |
| Pinnacle West Asset Management, Inc. | 1,330 | $621.0K | 0.48% | +5+0.4% | Added |
| Parcion Private Wealth LLC | 1,331 | $621.7K | 0.06% | −132−9.0% | Reduced |
| Triangle Securities Wealth Management | 1,335 | $623.6K | 0.18% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,339 | $625.4K | 0.08% | +15+1.1% | Added |
| Siemens Fonds Invest GmbH | 1,340 | $625.9K | 0.05% | −14−1.0% | Reduced |
| SignalPoint Asset Management, LLC | 1,345 | $628.3K | 0.17% | −14−1.0% | Reduced |
| Chapin Davis, Inc. | 1,346 | $628.7K | 0.21% | +76+6.0% | Added |
| Paulson Wealth Management Inc. | 1,348 | $629.7K | 0.18% | −14−1.0% | Reduced |