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, Q3 2024
Institutional positions in Lockheed Martin Corp as of Sep 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
- 2,604
- +201 vs. Q2 2024
- Shares held
- 175.7M
- +18.5M (+11.7%) vs. Q2 2024
- Total value
- $101.8B
- +$28.3B (+38.6%) vs. Q2 2024
- New holders
- 288
- 949 more added
- Sold out
- 87
- 997 more reduced
32 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 1,185 | $692.9K | 0.07% | −37−3.0% | Reduced |
| Guardian Wealth Advisors, LLC | 1,188 | $694.5K | 0.08% | +43+3.8% | Added |
| Compass Ion Advisors, LLC | 1,191 | $696.2K | 0.09% | −18−1.5% | Reduced |
| Catalina Capital Group, LLC | 1,191 | $696.2K | 0.24% | +70+6.2% | Added |
| SOA Wealth Advisors, LLC. | 1,196 | $699.2K | 0.13% | +6+0.5% | Added |
| Accel Wealth Management | 1,199 | $700.8K | 0.26% | −49−3.9% | Reduced |
| Carmel Capital Partners, LLC | 1,200 | $701.5K | 0.27% | +27+2.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,200 | $701.7K | 0.03% | +15+1.3% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $705.0K | 0.35% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 1,209 | $706.7K | 0.18% | +3+0.2% | Added |
| JT Stratford LLC | 1,210 | $707.3K | 0.12% | +130+12.0% | Added |
| Intrust Bank NA | 1,217 | $711.4K | 0.07% | +70+6.1% | Added |
| PFC Capital Group, Inc. | 1,220 | $713.0K | 0.34% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 1,226 | $716.4K | 0.37% | +4+0.3% | Added |
| Angeles Wealth Management, LLC | 1,234 | $721.3K | 0.06% | +74+6.4% | Added |
| Cresta Advisors, Ltd. | 1,237 | $723.4K | 0.38% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,238 | $723.7K | 0.05% | −117−8.6% | Reduced |
| Keystone Financial Group | 1,244 | $727.1K | 0.09% | −60−4.6% | Reduced |
| Crescent Sterling, Ltd. | 1,245 | $727.8K | 0.69% | −23−1.8% | Reduced |
| Schnieders Capital Management LLC | 1,246 | $728.4K | 0.14% | −56−4.3% | Reduced |
| Shum Financial Group, Inc. | 1,334 | $729.4K | 0.61% | +1,334 | New |
| Avestar Capital, LLC | 1,248 | $729.5K | 0.08% | +62+5.2% | Added |
| Wela Strategies, Inc. | 1,248 | $729.7K | 0.32% | −111−8.2% | Reduced |
| Enterprise Financial Services Corp | 1,250 | $730.7K | 0.43% | −261−17.3% | Reduced |
| Pallas Capital Advisors LLC | 1,296 | $731.2K | 0.03% | −115−8.2% | Reduced |
| Wealth Management Associates, Inc. | 1,252 | $731.9K | 0.32% | −10−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 1,253 | $732.5K | 0.01% | +1,253 | New |
| CWS Financial Advisors, LLC | 1,254 | $733.3K | 0.26% | +82+7.0% | Added |
| Tradition Wealth Management, LLC | 1,256 | $734.0K | 0.07% | +4+0.3% | Added |
| Leo Wealth, LLC | 1,256 | $734.1K | 0.07% | −2−0.2% | Reduced |
| Vista Wealth Management Group, LLC | 1,257 | $734.8K | 0.05% | +39+3.2% | Added |
| Tradewinds, LLC. | 1,259 | $736.0K | 0.23% | −6−0.5% | Reduced |
| Promethium Advisors,llc | 1,261 | $737.1K | 0.52% | +1,261 | New |
| Wolff Financial Management LLC | 1,262 | $738.0K | 0.20% | +1,262 | New |
| Smart Money Group LLC | 1,370 | $748.1K | 0.27% | +97+7.6% | Added |
| Retirement Planning Group | 1,281 | $748.8K | 0.04% | +705+122.4% | Added |
| Eagle Ridge Investment Management | 1,281 | $748.8K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,281 | $749.1K | 0.08% | +6+0.5% | Added |
| Latitude Advisors, LLC | 1,282 | $749.4K | 0.42% | −73−5.4% | Reduced |
| Kozak & Associates, Inc. | 1,227 | $752.2K | 0.18% | +6+0.5% | Added |
| Kelly Financial Services LLC | 1,287 | $752.5K | 0.28% | +77+6.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,288 | $752.9K | 0.10% | −918−41.6% | Reduced |
| Resurgent Financial Advisors LLC | 1,299 | $759.3K | 0.44% | +45+3.6% | Added |
| MSH Capital Advisors LLC | 1,300 | $759.9K | 0.23% | +1+0.1% | Added |
| CSS LLC | 1,300 | $759.9K | 0.04% | −200−13.3% | Reduced |
| United Advisor Group, LLC | 1,302 | $760.9K | 0.17% | +5+0.4% | Added |
| Trust Co | 1,303 | $761.7K | 0.09% | −346−21.0% | Reduced |
| Coastal Investment Advisors, Inc. | 1,248 | $762.2K | 0.35% | −1,187−48.7% | Reduced |
| Monument Capital Management | 1,307 | $764.0K | 0.21% | +43+3.4% | Added |
| SignalPoint Asset Management, LLC | 1,312 | $764.1K | 0.18% | −33−2.5% | Reduced |
| Sherbrooke Park Advisers LLC | 1,308 | $764.6K | 0.18% | +213+19.5% | Added |
| Ironwood Financial, llc | 1,310 | $765.8K | 0.16% | −77−5.6% | Reduced |
| Garrison Point Advisors, LLC | 1,322 | $772.8K | 0.48% | 00.0% | Unchanged |
| Eastern Bank | 1,322 | $772.8K | 0.01% | +1,322 | New |
| Gilman Hill Asset Management, LLC | 1,327 | $775.7K | 0.13% | −135−9.2% | Reduced |
| Mechanics Financial Corp | 1,327 | $775.7K | 0.34% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,330 | $777.5K | 0.05% | −129−8.8% | Reduced |
| Silver Coast Investments LLC | 1,330 | $777.5K | 0.29% | +10+0.8% | Added |
| Toth Financial Advisory Corp | 1,333 | $779.1K | 0.09% | −6−0.4% | Reduced |
| Gsa Capital Partners LLP | 1,335 | $780.0K | 0.06% | +1,335 | New |
| Murphy Pohlad Asset Management LLC | 1,339 | $782.7K | 0.33% | −32−2.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,345 | $786.0K | 0.56% | +15+1.1% | Added |
| Carnegie Lake Advisors LLC | 1,350 | $789.0K | 0.31% | +1,350 | New |
| Rockland Trust Co | 1,350 | $789.2K | 0.04% | −85−5.9% | Reduced |
| Paulson Wealth Management Inc. | 1,351 | $789.7K | 0.21% | +3+0.2% | Added |
| Prelude Capital Management, LLC | 1,351 | $789.7K | 0.06% | +391+40.7% | Added |
| Centaurus Financial, Inc. | 1,354 | $791.0K | 0.05% | −2,046−60.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,353 | $791.4K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,355 | $792.1K | 0.02% | −225−14.2% | Reduced |
| SL Advisors, LLC | 1,356 | $792.7K | 1.43% | +6+0.4% | Added |
| Edgemoor Investment Advisors, Inc. | 1,359 | $794.4K | 0.07% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,360 | $795.0K | 0.26% | −1−0.1% | Reduced |
| Breakwater Capital Group | 1,361 | $795.6K | 0.16% | +225+19.8% | Added |
| Dark Forest Capital Management LP | 1,362 | $796.2K | 0.10% | +318+30.5% | Added |
| Bristlecone Advisors, LLC | 1,363 | $796.8K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,364 | $797.0K | 0.10% | +6+0.4% | Added |
| Smith, Moore & Co. | 1,366 | $798.3K | 0.08% | +14+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,366 | $798.5K | 0.11% | −32−2.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,712 | $799.5K | 0.30% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,373 | $802.6K | 0.20% | +52+3.9% | Added |
| Formidable Asset Management, LLC | 1,374 | $803.2K | 0.13% | −106−7.2% | Reduced |
| Hoey Investments, Inc | 1,721 | $803.9K | 0.15% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 1,375 | $803.9K | 0.50% | −7−0.5% | Reduced |
| First American Trust, FSB | 1,378 | $806.0K | 0.08% | −46−3.2% | Reduced |
| Alpine Bank Wealth Management | 1,381 | $807.3K | 0.13% | +1,381 | New |
| RW Investment Management LLC | 1,384 | $809.0K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,385 | $809.4K | 0.15% | +5+0.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,387 | $810.8K | 0.30% | +17+1.2% | Added |
| Nwam LLC | 1,389 | $812.2K | 0.05% | +1,389 | New |
| STAR Financial Bank | 1,393 | $814.3K | 0.55% | −226−14.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,395 | $815.9K | 0.41% | +8+0.6% | Added |
| Wealth Dimensions Group, Ltd. | 1,399 | $817.6K | 0.21% | +3+0.2% | Added |
| Forte Capital LLC | 1,401 | $818.7K | 0.09% | +263+23.1% | Added |
| GDS Wealth Management | 1,402 | $819.6K | 0.08% | −52−3.6% | Reduced |
| Chatham Capital Group, Inc. | 1,404 | $820.7K | 0.13% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,407 | $822.7K | 0.10% | −40−2.8% | Reduced |
| Kapstone Financial Advisors LLC | 1,413 | $822.9K | 0.50% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,409 | $823.5K | 0.08% | −24−1.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,411 | $824.9K | 0.03% | +798+130.2% | Added |
| CWC Advisors, LLC. | 1,419 | $829.5K | 0.82% | +1,419 | New |