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
- 2,435
- +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 | 2,796 | $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 |
|---|---|---|---|---|---|
| Phoenix Wealth Advisors | 2,067 | $965.5K | 0.48% | −365−15.0% | Reduced |
| Wynn Capital, LLC | 2,057 | $960.8K | 0.71% | +92+4.7% | Added |
| MWA Asset Management | 2,046 | $955.9K | 0.68% | +27+1.3% | Added |
| Longfellow Investment Management Co LLC | 2,043 | $954.3K | 0.24% | +14+0.7% | Added |
| Geneos Wealth Management Inc. | 2,037 | $951.6K | 0.04% | +133+7.0% | Added |
| Hudson Valley Investment Advisors Inc | 2,063 | $946.1K | 0.12% | +190+10.1% | Added |
| Patron Partners Advisors, LLC | 2,022 | $944.7K | 0.56% | +7+0.3% | Added |
| SRN Advisors, LLC | 2,019 | $943.1K | 0.78% | 00.0% | Unchanged |
| First National Advisers, LLC | 2,018 | $942.6K | 0.17% | −134−6.2% | Reduced |
| WP Advisors, LLC | 2,006 | $937.1K | 0.30% | +25+1.3% | Added |
| Gradient Capital Advisors, LLC | 2,006 | $937.0K | 0.33% | +66+3.4% | Added |
| Strategic Advisors LLC | 2,004 | $936.0K | 0.18% | +4+0.2% | Added |
| Hunter Associates Investment Management LLC | 2,006 | $936.0K | 0.16% | 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 |
| Cito Capital Group, LLC | 2,000 | $934.0K | 0.36% | 00.0% | Unchanged |
| First PREMIER Bank | 1,995 | $932.0K | 0.25% | −50−2.4% | Reduced |
| Columbus Macro, LLC | 1,999 | $930.4K | 0.36% | −24−1.2% | Reduced |
| KC Investment Advisors, LLC | 1,987 | $928.1K | 0.46% | −47−2.3% | Reduced |
| Duncker Streett & Co Inc | 1,982 | $925.8K | 0.18% | −31−1.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,978 | $923.9K | 0.09% | +49+2.5% | Added |
| 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 |
| Aspen Investment Management Inc | 1,974 | $922.0K | 0.46% | −50−2.5% | Reduced |
| Investment Partners, Ltd. | 1,969 | $919.8K | 0.41% | +8+0.4% | Added |
| SOL Capital Management CO | 1,963 | $917.0K | 0.11% | +30+1.6% | Added |
| Meridian Wealth Advisors, LLC | 1,962 | $916.6K | 0.16% | −899−31.4% | Reduced |
| DeDora Capital, Inc. | 1,956 | $913.5K | 0.28% | +4+0.2% | Added |
| TCI Wealth Advisors, Inc. | 1,951 | $911.3K | 0.09% | +15+0.8% | Added |
| Authentikos Wealth Advisory, LLC | 1,942 | $907.1K | 0.88% | 00.0% | Unchanged |
| TL Private Wealth | 1,935 | $906.7K | 0.41% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,943 | $906.3K | 0.22% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 1,938 | $905.2K | 0.30% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,938 | $905.1K | 0.34% | −27−1.4% | Reduced |
| City State Bank | 1,937 | $904.8K | 0.37% | +33+1.7% | Added |
| Atomi Financial Group, Inc. | 1,936 | $904.2K | 0.07% | +109+6.0% | Added |
| Waverton Investment Management Ltd | 1,935 | $904.1K | 0.02% | −600−23.7% | Reduced |
| Rockingstone Advisors LLC | 1,935 | $903.8K | 0.46% | −7−0.4% | Reduced |
| Emerald Advisors, LLC | 1,934 | $903.2K | 0.14% | +106+5.8% | Added |
| RKL Wealth Management LLC | 1,925 | $899.3K | 0.09% | −185−8.8% | Reduced |
| Chicago Partners Investment Group LLC | 1,671 | $898.3K | 0.03% | +64+4.0% | Added |
| Pioneer Trust Bank N A | 1,920 | $896.8K | 0.24% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 1,911 | $893.1K | 0.46% | +111+6.2% | Added |
| Easterly Investment Partners LLC | 1,910 | $892.2K | 0.08% | −458−19.3% | Reduced |
| iA Global Asset Management Inc. | 1,909 | $892.0K | 0.02% | −78−3.9% | Reduced |
| Axq Capital, LP | 1,909 | $891.7K | 0.21% | −1,291−40.3% | Reduced |
| AMG National Trust Bank | 1,900 | $887.7K | 0.02% | +225+13.4% | Added |
| Birinyi Associates Inc | 1,900 | $887.5K | 0.27% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,900 | $887.3K | 0.23% | +21+1.1% | Added |
| Duncan Williams Asset Management, LLC | 1,899 | $886.9K | 0.75% | −72−3.7% | Reduced |
| Capital Market Strategies LLC | 1,891 | $883.2K | 0.56% | +40+2.2% | Added |
| Confluence Wealth Services, Inc. | 1,885 | $880.3K | 0.07% | +537+39.8% | Added |
| Renaissance Group LLC | 1,881 | $878.7K | 0.03% | −24−1.3% | Reduced |
| Prossimo Advisors, LLC | 1,878 | $877.0K | 0.79% | +1,878 | New |
| Jackson Square Capital, LLC | 1,877 | $876.7K | 0.22% | +923+96.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,876 | $876.3K | 0.22% | −2,095−52.8% | Reduced |
| Symmetry Partners, LLC | 1,874 | $875.0K | 0.05% | −217−10.4% | Reduced |
| Strait & Sound Wealth Management LLC | 1,870 | $873.5K | 0.45% | −39−2.0% | Reduced |
| Oakworth Capital, Inc. | 1,867 | $872.1K | 0.06% | −1,635−46.7% | Reduced |
| Harvest Portfolios Group Inc. | 1,864 | $870.7K | 0.03% | +1,864 | New |
| Savoie Capital LLC | 1,863 | $870.2K | 0.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,858 | $868.1K | 0.04% | −200−9.7% | Reduced |
| Northern Financial Advisors Inc | 1,855 | $866.5K | 0.69% | −212−10.3% | Reduced |
| Sanders Morris Harris LLC | 1,854 | $866.0K | 0.14% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,849 | $863.7K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,849 | $863.7K | 0.08% | +304+19.7% | Added |
| Charter Trust Co | 1,844 | $861.3K | 0.06% | −341−15.6% | Reduced |
| Register Financial Advisors LLC | 1,840 | $859.3K | 0.43% | +791+75.4% | Added |
| Prio Wealth Limited Partnership | 1,838 | $858.5K | 0.03% | −317−14.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,832 | $855.7K | 0.07% | +387+26.8% | Added |
| Oder Investment Management, LLC | 1,830 | $854.8K | 0.77% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,821 | $850.5K | 0.10% | +55+3.1% | Added |
| Oak Asset Management, LLC | 1,817 | $848.7K | 0.31% | +5+0.3% | Added |
| Impact Partnership Wealth, LLC | 1,813 | $846.9K | 0.22% | +1,058+140.1% | Added |
| Red Mountain Financial, LLC | 1,813 | $846.8K | 1.02% | +1,813 | New |
| Marcum Wealth, LLC | 1,807 | $844.2K | 0.08% | −217−10.7% | Reduced |
| Verus Capital Partners, LLC | 1,807 | $844.2K | 0.09% | −216−10.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,805 | $843.1K | 0.02% | +154+9.3% | Added |
| MidWestOne Financial Group, Inc. | 1,803 | $842.2K | 0.15% | +7+0.4% | Added |
| Intrepid Capital Management Inc | 1,803 | $842.2K | 0.54% | +1,048+138.8% | Added |
| Diamant Asset Management, Inc. | 1,800 | $840.8K | 0.56% | 00.0% | Unchanged |
| Davis Capital Management | 1,784 | $832.1K | 0.72% | +68+4.0% | Added |
| Key Financial Inc | 1,778 | $830.5K | 0.20% | +100+6.0% | Added |
| Omnia Family Wealth, LLC | 1,772 | $827.7K | 0.35% | +17+1.0% | Added |
| Chicago Capital, LLC | 1,771 | $827.2K | 0.02% | +185+11.7% | Added |
| Hudock, Inc. | 1,767 | $825.7K | 0.15% | +7+0.4% | Added |
| Stony Point Wealth Management Inc. | 1,767 | $825.4K | 0.36% | +7+0.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,750 | $817.4K | 0.23% | −25−1.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,748 | $816.5K | 0.64% | +8+0.5% | Added |
| Financial Planning & Information Services, Inc. | 1,745 | $815.1K | 0.12% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,739 | $812.3K | 0.24% | +1+0.1% | Added |
| Northwest Financial Advisors | 1,738 | $812.0K | 0.83% | −77−4.2% | Reduced |
| Prosperity Consulting Group, LLC | 1,734 | $810.1K | 0.11% | +56+3.3% | Added |
| Goldstein Advisors, LLC | 1,731 | $808.5K | 0.14% | +21+1.2% | Added |
| Mather Group, LLC. | 1,774 | $806.8K | 0.01% | +704+65.8% | Added |
| Clarius Group, LLC | 1,725 | $805.7K | 0.06% | −166−8.8% | Reduced |
| CIC Wealth, LLC | 1,723 | $805.0K | 0.22% | −16−0.9% | Reduced |
| Umpqua Bank | 1,723 | $804.8K | 0.31% | −6−0.3% | Reduced |
| Hoey Investments, Inc | 1,721 | $803.9K | 0.15% | −130−7.0% | Reduced |