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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 1,700 | $993.9K | 0.03% | −71−4.0% | Reduced |
| Castle Wealth Management LLC | 1,706 | $997.0K | 0.40% | +109+6.8% | Added |
| Becker Capital Management Inc | 1,709 | $999.0K | 0.03% | +8+0.5% | Added |
| Altus Wealth Group LLC | 1,709 | $999.2K | 0.43% | +175+11.4% | Added |
| T. Rowe Price Investment Management, Inc. | 1,710 | $1.00M | 0.00% | −11,991−87.5% | Reduced |
| First Hawaiian Bank | 1,711 | $1.00M | 0.03% | −648−27.5% | Reduced |
| Goldstein Advisors, LLC | 1,713 | $1.00M | 0.15% | −18−1.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,716 | $1.00M | 0.06% | +1,716 | New |
| Mill Creek Capital Advisors, LLC | 1,717 | $1.00M | 0.02% | −88−4.9% | Reduced |
| Goldstream Capital Management Ltd | 1,727 | $1.01M | 0.46% | +1,727 | New |
| Klingman & Associates, LLC | 1,729 | $1.01M | 0.06% | +19+1.1% | Added |
| Delta Financial Advisors LLC | 1,730 | $1.01M | 0.37% | +369+27.1% | Added |
| HF Advisory Group, LLC | 1,731 | $1.01M | 0.47% | −180−9.4% | Reduced |
| Keudell/Morrison Wealth Management | 1,735 | $1.01M | 0.28% | −4−0.2% | Reduced |
| CFO4Life Group, LLC | 1,735 | $1.01M | 0.18% | +28+1.6% | Added |
| Umpqua Bank | 1,737 | $1.02M | 0.37% | +14+0.8% | Added |
| Tilia Fiduciary Partners, Inc. | 1,738 | $1.02M | 0.70% | −10−0.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,738 | $1.02M | 0.25% | −12−0.7% | Reduced |
| Vicus Capital | 1,739 | $1.02M | 0.09% | −536−23.6% | Reduced |
| Goldstone Financial Group, LLC | 1,740 | $1.02M | 0.18% | +30+1.8% | Added |
| Northwest Financial Advisors | 1,744 | $1.02M | 0.81% | +6+0.3% | Added |
| Financial Planning & Information Services, Inc. | 1,745 | $1.02M | 0.14% | 00.0% | Unchanged |
| Hudock, Inc. | 1,753 | $1.02M | 0.18% | −14−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,756 | $1.03M | 0.22% | +1,002+132.9% | Added |
| RKL Wealth Management LLC | 1,756 | $1.03M | 0.09% | −169−8.8% | Reduced |
| Beaumont Financial Advisors, LLC | 1,764 | $1.03M | 0.08% | −68−3.7% | Reduced |
| WP Advisors, LLC | 1,765 | $1.03M | 0.38% | −241−12.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,772 | $1.04M | 0.21% | −104−5.5% | Reduced |
| Stony Point Wealth Management Inc. | 1,774 | $1.04M | 0.44% | +7+0.4% | Added |
| My Legacy Advisors, LLC | 1,780 | $1.04M | 0.41% | −375−17.4% | Reduced |
| Everhart Financial Group, Inc. | 1,782 | $1.04M | 0.23% | +496+38.6% | Added |
| Renaissance Group LLC | 1,783 | $1.04M | 0.04% | −98−5.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,784 | $1.04M | 0.02% | +1,784 | New |
| CTC LLC | 1,784 | $1.04M | 0.05% | +1,784 | New |
| Douglass Winthrop Advisors, LLC | 1,789 | $1.05M | 0.02% | +76+4.4% | Added |
| Omnia Family Wealth, LLC | 1,790 | $1.05M | 0.45% | +18+1.0% | Added |
| Diamant Asset Management, Inc. | 1,800 | $1.05M | 0.66% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,801 | $1.05M | 0.11% | −20−1.1% | Reduced |
| MidWestOne Financial Group, Inc. | 1,803 | $1.05M | 0.15% | 00.0% | Unchanged |
| Key Financial Inc | 1,806 | $1.06M | 0.23% | +28+1.6% | Added |
| Sanders Morris Harris LLC | 1,809 | $1.06M | 0.18% | −45−2.4% | Reduced |
| Oak Asset Management, LLC | 1,817 | $1.06M | 0.38% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,823 | $1.07M | 0.92% | −7−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,832 | $1.07M | 0.09% | −119−6.1% | Reduced |
| Fortem Financial Group, LLC | 1,832 | $1.07M | 0.44% | +270+17.3% | Added |
| Cooper Financial Group | 1,838 | $1.07M | 0.14% | −631−25.6% | Reduced |
| Register Financial Advisors LLC | 1,840 | $1.08M | 0.55% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,842 | $1.08M | 0.12% | +889+93.3% | Added |
| Waterloo Capital, L.P. | 1,844 | $1.08M | 0.12% | +349+23.3% | Added |
| Charter Trust Co | 1,844 | $1.08M | 0.07% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,846 | $1.08M | 0.03% | +8+0.4% | Added |
| Marcum Wealth, LLC | 1,848 | $1.08M | 0.10% | +41+2.3% | Added |
| Geller Advisors LLC | 1,849 | $1.08M | 0.07% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,852 | $1.08M | 0.09% | +734+65.7% | Added |
| Talon Private Wealth, LLC | 1,852 | $1.08M | 0.23% | +1,852 | New |
| Strait & Sound Wealth Management LLC | 1,858 | $1.09M | 0.53% | −12−0.6% | Reduced |
| Capula Management Ltd | 1,858 | $1.09M | 0.01% | +1,858 | New |
| Harvest Portfolios Group Inc. | 1,859 | $1.09M | 0.04% | −5−0.3% | Reduced |
| Savoie Capital LLC | 1,863 | $1.09M | 0.13% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 1,866 | $1.09M | 0.14% | −1,625−46.5% | Reduced |
| Capital Market Strategies LLC | 1,866 | $1.09M | 0.66% | −25−1.3% | Reduced |
| Verus Capital Partners, LLC | 1,864 | $1.09M | 0.11% | +57+3.2% | Added |
| Rockingstone Advisors LLC | 1,868 | $1.09M | 0.54% | −67−3.5% | Reduced |
| Oakworth Capital, Inc. | 1,873 | $1.09M | 0.08% | +6+0.3% | Added |
| Davis Capital Management | 1,872 | $1.09M | 0.87% | +88+4.9% | Added |
| Intrepid Capital Management Inc | 1,873 | $1.09M | 0.61% | +70+3.9% | Added |
| Watts Gwilliam & Co., LLC | 1,802 | $1.10M | 0.24% | +1,802 | New |
| Lindbrook Capital, LLC | 1,877 | $1.10M | 0.10% | +28+1.5% | Added |
| Good Life Advisors, LLC | 1,883 | $1.10M | 0.07% | +326+20.9% | Added |
| Prossimo Advisors, LLC | 1,881 | $1.10M | 0.80% | +3+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,897 | $1.11M | 0.27% | −3−0.2% | Reduced |
| Vontobel Holding Ltd. | 1,898 | $1.11M | 0.00% | −1,402−42.5% | Reduced |
| Birinyi Associates Inc | 1,900 | $1.11M | 0.32% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 1,905 | $1.11M | 1.18% | +92+5.1% | Added |
| Easterly Investment Partners LLC | 1,910 | $1.12M | 0.09% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,915 | $1.12M | 0.12% | −148−7.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,918 | $1.12M | 0.00% | +1,918 | New |
| Pioneer Trust Bank N A | 1,920 | $1.12M | 0.29% | 00.0% | Unchanged |
| City State Bank | 1,922 | $1.12M | 0.41% | −15−0.8% | Reduced |
| SRN Advisors, LLC | 1,933 | $1.13M | 1.00% | −86−4.3% | Reduced |
| Waverton Investment Management Ltd | 1,935 | $1.13M | 0.02% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 1,924 | $1.13M | 0.85% | −997−34.1% | Reduced |
| Keystone Financial Planning, Inc. | 1,936 | $1.13M | 0.34% | −2−0.1% | Reduced |
| West Branch Capital LLC | 1,940 | $1.13M | 0.39% | +2+0.1% | Added |
| Texas Yale Capital Corp. | 1,943 | $1.14M | 0.05% | +85+4.6% | Added |
| DeDora Capital, Inc. | 1,947 | $1.14M | 0.32% | −9−0.5% | Reduced |
| CBOE Vest Financial, LLC | 1,956 | $1.14M | 0.02% | +1,162+146.3% | Added |
| Canandaigua National Trust Co of Florida | 1,957 | $1.14M | 0.98% | +1,957 | New |
| SOL Capital Management CO | 1,963 | $1.15M | 0.13% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,974 | $1.15M | 0.54% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,976 | $1.15M | 0.48% | +7+0.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,978 | $1.16M | 0.11% | 00.0% | Unchanged |
| TL Private Wealth | 1,910 | $1.16M | 0.52% | −25−1.3% | Reduced |
| Duncker Streett & Co Inc | 1,982 | $1.16M | 0.21% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,966 | $1.16M | 0.42% | −33−1.7% | Reduced |
| Patron Partners Advisors, LLC | 1,988 | $1.16M | 0.64% | −34−1.7% | Reduced |
| Cito Capital Group, LLC | 2,000 | $1.17M | 0.44% | 00.0% | Unchanged |
| Opus Investment Management Inc | 2,000 | $1.17M | 0.82% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,000 | $1.17M | 0.03% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 2,000 | $1.17M | 2.31% | +2,000 | New |