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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 1,720 | $803.0K | 0.16% | +1,720 | New |
| Regent Peak Wealth Advisors LLC | 1,716 | $801.7K | 0.20% | −144−7.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,713 | $800.1K | 0.02% | −61−3.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,712 | $799.5K | 0.31% | +1,712 | New |
| Goldstone Financial Group, LLC | 1,710 | $798.8K | 0.16% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,710 | $798.7K | 0.05% | +4+0.2% | Added |
| CFO4Life Group, LLC | 1,707 | $797.5K | 0.15% | +33+2.0% | Added |
| Becker Capital Management Inc | 1,701 | $794.5K | 0.03% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,697 | $792.8K | 0.11% | −194−10.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,696 | $792.2K | 0.18% | 00.0% | Unchanged |
| Taika Capital, LP | 1,685 | $787.1K | 0.63% | +1,685 | New |
| Zullo Investment Group, Inc. | 1,675 | $782.9K | 0.34% | +97+6.1% | Added |
| BIT Capital GmbH | 1,675 | $782.4K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,665 | $777.9K | 0.20% | −98−5.6% | Reduced |
| Massachusetts Financial Services Co | 1,664 | $777.3K | 0.00% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,508 | $776.9K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,663 | $776.8K | 0.38% | −5−0.3% | Reduced |
| Keynote Financial Services LLC | 1,661 | $775.9K | 0.65% | −12−0.7% | Reduced |
| Renasant Bank | 1,660 | $775.4K | 0.53% | +12+0.7% | Added |
| Gamco Investors, Inc. Et Al | 1,656 | $773.5K | 0.01% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 1,652 | $771.5K | 0.24% | +6+0.4% | Added |
| Scholtz & Company, LLC | 1,650 | $770.7K | 0.33% | −10−0.6% | Reduced |
| Northeast Financial Consultants Inc | 1,650 | $770.7K | 0.04% | 00.0% | Unchanged |
| Trust Co | 1,649 | $770.2K | 0.10% | −205−11.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,649 | $770.2K | 0.77% | +81+5.2% | Added |
| Raab & Moskowitz Asset Management LLC | 1,642 | $767.0K | 0.21% | −152−8.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,641 | $766.5K | 0.14% | −7−0.4% | Reduced |
| Certus Wealth Management, LLC | 1,631 | $761.8K | 0.58% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,630 | $761.5K | 0.16% | −19−1.2% | Reduced |
| Accurate Wealth Management, LLC | 1,640 | $760.9K | 0.18% | −150−8.4% | Reduced |
| Cornerstone Capital, Inc. | 1,620 | $756.7K | 0.08% | +80+5.2% | Added |
| STAR Financial Bank | 1,619 | $756.2K | 0.58% | −245−13.1% | Reduced |
| Hartford Funds Management Co LLC | 1,618 | $755.7K | 0.07% | +222+15.9% | Added |
| Capstone Triton Financial Group, LLC | 1,617 | $755.3K | 0.53% | +192+13.5% | Added |
| Walter & Keenan Financial Consulting Co | 1,606 | $750.0K | 0.24% | −19−1.2% | Reduced |
| Wade Financial Advisory, Inc | 1,605 | $749.7K | 0.27% | −25−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,603 | $748.8K | 0.05% | +101+6.7% | Added |
| Abbrea Capital, LLC | 1,601 | $748.0K | 0.10% | +67+4.4% | Added |
| Park Place Capital Corp | 1,601 | $747.8K | 0.24% | −203−11.3% | Reduced |
| First Commonwealth Financial Corp | 1,600 | $747.4K | 0.19% | +97+6.5% | Added |
| IFG Advisory, LLC | 1,599 | $747.3K | 0.05% | +1,599 | New |
| Castle Wealth Management LLC | 1,597 | $746.2K | 0.36% | +62+4.0% | Added |
| Capital Asset Advisory Services LLC | 1,619 | $745.2K | 0.04% | −182−10.1% | Reduced |
| Vise Technologies, Inc. | 1,591 | $743.2K | 0.13% | +876+122.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,587 | $740.8K | 0.26% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,580 | $738.0K | 0.02% | +29+1.9% | Added |
| Transcend Wealth Collective, LLC | 1,571 | $733.8K | 0.05% | +59+3.9% | Added |
| Cornerstone Wealth Group, LLC | 1,567 | $732.0K | 0.07% | +12+0.8% | Added |
| Fortem Financial Group, LLC | 1,562 | $729.7K | 0.31% | −29−1.8% | Reduced |
| Liberty Wealth Management LLC | 13,213 | $729.0K | 0.13% | +11,713+780.9% | Added |
| Legacy Wealth Asset Management, LLC | 1,560 | $728.7K | 0.21% | −35−2.2% | Reduced |
| Good Life Advisors, LLC | 1,557 | $727.2K | 0.06% | −89−5.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,554 | $726.0K | 0.30% | −170−9.9% | Reduced |
| Quad-Cities Investment Group, LLC | 1,553 | $725.5K | 0.40% | −8−0.5% | Reduced |
| Warner Financial, Inc | 1,548 | $723.0K | 0.35% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,547 | $721.5K | 0.24% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 1,535 | $717.0K | 0.21% | −15−1.0% | Reduced |
| RiverPark Advisors, LLC | 1,535 | $717.0K | 0.59% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,534 | $716.7K | 0.36% | +97+6.8% | Added |
| CVA Family Office, LLC | 1,531 | $715.4K | 0.13% | +29+1.9% | Added |
| Brady Family Wealth, LLC | 1,531 | $715.1K | 0.23% | −101−6.2% | Reduced |
| Twin Lakes Capital Management, LLC | 1,527 | $713.1K | 0.49% | +20+1.3% | Added |
| Cornerstone Advisory, LLC | 1,516 | $708.0K | 0.10% | −484−24.2% | Reduced |
| Carr Financial Group Corp | 1,513 | $706.6K | 0.22% | +7+0.5% | Added |
| Enterprise Financial Services Corp | 1,511 | $705.8K | 0.43% | −41−2.6% | Reduced |
| Ausdal Financial Partners, Inc. | 1,503 | $702.1K | 0.07% | −6−0.4% | Reduced |
| CSS LLC | 1,500 | $700.6K | 0.05% | +100+7.1% | Added |
| Aaron Wealth Advisors | 1,496 | $698.9K | 0.10% | +73+5.1% | Added |
| Westside Investment Management, Inc. | 1,495 | $698.3K | 0.16% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,495 | $698.1K | 0.08% | −362−19.5% | Reduced |
| Wharton Business Group, LLC | 1,495 | $698.0K | 0.04% | −124−7.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,491 | $696.4K | 0.14% | +32+2.2% | Added |
| Auxier Asset Management | 1,488 | $695.0K | 0.11% | −10−0.7% | Reduced |
| LM Advisors LLC | 1,485 | $694.0K | 0.00% | +156+11.7% | Added |
| Formidable Asset Management, LLC | 1,480 | $691.3K | 0.11% | −129−8.0% | Reduced |
| Riverpark Capital Management LLC | 1,480 | $691.3K | 0.92% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,477 | $690.1K | 0.06% | +1+0.1% | Added |
| Smart Money Group LLC | 1,273 | $690.0K | 0.25% | +153+13.7% | Added |
| Capital Square, LLC | 1,451 | $688.6K | 0.45% | +18+1.3% | Added |
| Whitener Capital Management, Inc. | 1,472 | $687.6K | 0.21% | +255+21.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,472 | $687.4K | 0.02% | +344+30.5% | Added |
| Capstone Wealth Management Group, LLC | 1,470 | $686.8K | 0.45% | −548−27.2% | Reduced |
| Insight Advisors, LLC | 1,468 | $685.5K | 0.13% | +11+0.8% | Added |
| Mosaic Financial Group, LLC | 1,465 | $684.0K | 0.49% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,462 | $682.9K | 0.12% | −400−21.5% | Reduced |
| Oxford Financial Group Ltd | 1,459 | $681.5K | 0.04% | +51+3.6% | Added |
| GDS Wealth Management | 1,454 | $679.2K | 0.07% | −69−4.5% | Reduced |
| Assetmark, Inc | 1,451 | $677.9K | 0.00% | −81−5.3% | Reduced |
| Ti-Trust, Inc | 1,450 | $677.3K | 0.52% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $677.3K | 0.10% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,447 | $676.0K | 0.09% | +488+50.9% | Added |
| Cim Investment Mangement Inc | 1,443 | $674.0K | 0.21% | −8−0.6% | Reduced |
| PDS Planning, Inc | 1,443 | $674.0K | 0.07% | +41+2.9% | Added |
| Pallas Capital Advisors LLC | 1,411 | $671.5K | 0.03% | +79+5.9% | Added |
| Trueblood Wealth Management, LLC | 1,437 | $671.2K | 0.38% | −22−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 1,435 | $670.4K | 0.02% | +1,435 | New |
| Rockland Trust Co | 1,435 | $670.3K | 0.04% | +665+86.4% | Added |
| Unique Wealth Strategies, LLC | 1,473 | $670.0K | 0.31% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 1,431 | $669.6K | 0.50% | +183+14.7% | Added |
| WBH Advisory Inc | 1,433 | $669.2K | 0.07% | −40−2.7% | Reduced |