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 |
|---|---|---|---|---|---|
| Oxford Wealth Group, LLC | 2,004 | $1.17M | 0.95% | −823−29.1% | Reduced |
| St. Johns Investment Management Company, LLC | 2,011 | $1.18M | 0.55% | −168−7.7% | Reduced |
| Harbour Capital Advisors, LLC | 1,943 | $1.18M | 0.27% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,012 | $1.18M | 0.39% | −420−17.3% | Reduced |
| Strategic Advisors LLC | 2,014 | $1.18M | 0.22% | +10+0.5% | Added |
| Patten & Patten Inc | 2,015 | $1.18M | 0.08% | −158−7.3% | Reduced |
| Fiera Capital Corp | 2,017 | $1.18M | 0.00% | −120−5.6% | Reduced |
| Accurate Wealth Management, LLC | 1,950 | $1.18M | 0.24% | +310+18.9% | Added |
| Emerald Advisors, LLC | 1,942 | $1.19M | 0.17% | +8+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,035 | $1.19M | 0.42% | +1,452+249.1% | Added |
| SPC Financial, Inc. | 2,038 | $1.19M | 0.10% | −31−1.5% | Reduced |
| Gradient Capital Advisors, LLC | 2,046 | $1.20M | 0.40% | +40+2.0% | Added |
| Transamerica Financial Advisors, Inc. | 2,047 | $1.20M | 0.12% | −277−11.9% | Reduced |
| Ancora Advisors, LLC | 2,051 | $1.20M | 0.03% | −220−9.7% | Reduced |
| Gables Capital Management Inc. | 2,056 | $1.20M | 0.61% | −25−1.2% | Reduced |
| Ambassador Advisors, LLC | 2,058 | $1.20M | 0.21% | −119−5.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,064 | $1.21M | 0.03% | +592+40.2% | Added |
| Aaron Wealth Advisors | 2,076 | $1.21M | 0.14% | +580+38.8% | Added |
| Eads & Heald Wealth Management | 2,079 | $1.22M | 0.58% | −108−4.9% | Reduced |
| MWA Asset Management | 2,079 | $1.22M | 0.81% | +33+1.6% | Added |
| Chesley Taft & Associates LLC | 2,086 | $1.22M | 0.06% | +7+0.3% | Added |
| KC Investment Advisors, LLC | 2,090 | $1.22M | 0.51% | +103+5.2% | Added |
| Symphony Financial Services, Inc. | 2,096 | $1.23M | 1.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,100 | $1.23M | 0.09% | +3+0.1% | Added |
| Hunter Associates Investment Management LLC | 2,100 | $1.23M | 0.19% | +94+4.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,108 | $1.23M | 0.36% | −758−26.4% | Reduced |
| Concord Wealth Partners | 2,111 | $1.23M | 0.21% | −34−1.6% | Reduced |
| Allen Capital Group, LLC | 2,114 | $1.24M | 0.16% | −124−5.5% | Reduced |
| Yardley Wealth Management LLC | 2,115 | $1.24M | 0.73% | +2,115 | New |
| MONECO Advisors, LLC | 2,115 | $1.24M | 0.15% | −42−1.9% | Reduced |
| FRG Family Wealth Advisors LLC | 2,117 | $1.24M | 0.22% | −160−7.0% | Reduced |
| WSFS Capital Management, LLC | 2,122 | $1.24M | 0.07% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,126 | $1.24M | 0.11% | −130−5.8% | Reduced |
| Headlands Technologies LLC | 2,126 | $1.24M | 0.14% | −3,157−59.8% | Reduced |
| Signet Financial Management, LLC | 2,131 | $1.25M | 0.16% | −309−12.7% | Reduced |
| Quadrant Capital Group LLC | 2,134 | $1.25M | 0.09% | −25−1.2% | Reduced |
| Traphagen Investment Advisors LLC | 2,137 | $1.25M | 0.13% | −26−1.2% | Reduced |
| Forza Wealth Management, LLC | 2,140 | $1.25M | 0.57% | −10.0% | Reduced |
| Advisory Alpha, LLC | 2,139 | $1.25M | 0.04% | −21−1.0% | Reduced |
| Avidian Wealth Solutions, LLC | 2,151 | $1.26M | 0.06% | −81−3.6% | Reduced |
| Castlekeep Investment Advisors LLC | 2,154 | $1.26M | 0.86% | −151−6.6% | Reduced |
| Birchbrook, Inc. | 2,158 | $1.26M | 0.70% | −111−4.9% | Reduced |
| Wynn Capital, LLC | 2,163 | $1.26M | 0.83% | +106+5.2% | Added |
| Unique Wealth Strategies, LLC | 2,165 | $1.27M | 0.55% | +692+47.0% | Added |
| Meridian Wealth Advisors, LLC | 2,169 | $1.27M | 0.21% | +207+10.6% | Added |
| Monarch Capital Management Inc | 2,170 | $1.27M | 0.34% | +10.0% | Added |
| Atlantic Union Bankshares Corp | 2,180 | $1.27M | 0.07% | +10+0.5% | Added |
| Rogco, LP | 2,181 | $1.27M | 0.50% | −121−5.3% | Reduced |
| Wright Investors Service Inc | 2,183 | $1.28M | 0.33% | −869−28.5% | Reduced |
| X-Square Capital, LLC | 2,182 | $1.28M | 0.56% | +77+3.7% | Added |
| Financial Security Advisor, Inc. | 2,183 | $1.28M | 0.32% | −13−0.6% | Reduced |
| First PREMIER Bank | 2,185 | $1.28M | 0.32% | +190+9.5% | Added |
| Chesapeake Capital Corp | 2,186 | $1.28M | 1.16% | −134−5.8% | Reduced |
| Norris Financial Group, LLC | 2,191 | $1.28M | 0.63% | −296−11.9% | Reduced |
| Cigna Investments Inc | 2,193 | $1.28M | 0.23% | −16−0.7% | Reduced |
| Dana Investment Advisors, Inc. | 2,194 | $1.28M | 0.04% | −91−4.0% | Reduced |
| CNB Bank | 2,194 | $1.28M | 0.59% | −237−9.7% | Reduced |
| TCTC Holdings, LLC | 2,203 | $1.29M | 0.04% | −8−0.4% | Reduced |
| CRA Financial Services, LLC | 2,206 | $1.29M | 0.24% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,213 | $1.29M | 0.09% | −181−7.6% | Reduced |
| Walker Asset Management, LLC | 2,218 | $1.30M | 0.80% | −20−0.9% | Reduced |
| Helen Stephens Group, LLC | 2,224 | $1.30M | 0.39% | +11+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 2,229 | $1.30M | 0.07% | +626+39.1% | Added |
| Warther Private Wealth, LLC | 2,230 | $1.30M | 0.46% | −11,160−83.3% | Reduced |
| Acima Private Wealth, LLC | 2,231 | $1.30M | 0.44% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,236 | $1.31M | 0.48% | −36−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,236 | $1.31M | 0.05% | −268−10.7% | Reduced |
| Union Savings Bank | 2,245 | $1.31M | 0.64% | −30−1.3% | Reduced |
| Virtue Capital Management, LLC | 2,249 | $1.31M | 0.26% | +1,192+112.8% | Added |
| Wulff, Hansen & Co. | 2,261 | $1.32M | 1.24% | +75+3.4% | Added |
| Wellington Shields & Co., LLC | 2,263 | $1.32M | 0.40% | +3+0.1% | Added |
| Kovack Advisors, Inc. | 2,270 | $1.33M | 0.14% | +65+2.9% | Added |
| Altfest L J & Co Inc | 2,282 | $1.33M | 0.18% | −949−29.4% | Reduced |
| GeoWealth Management, LLC | 2,286 | $1.34M | 0.05% | −78−3.3% | Reduced |
| Peoples Financial Services Corp. | 2,287 | $1.34M | 0.61% | −23−1.0% | Reduced |
| Proficio Capital Partners LLC | 2,293 | $1.34M | 0.13% | −814−26.2% | Reduced |
| Vise Technologies, Inc. | 2,295 | $1.34M | 0.17% | +704+44.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,301 | $1.34M | 0.02% | −616−21.1% | Reduced |
| Graypoint LLC | 2,303 | $1.35M | 0.09% | +115+5.3% | Added |
| Novare Capital Management LLC | 2,309 | $1.35M | 0.11% | −199−7.9% | Reduced |
| Dearborn Partners LLC | 2,311 | $1.35M | 0.05% | +52+2.3% | Added |
| Covenant Partners, LLC | 2,315 | $1.35M | 0.39% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 2,319 | $1.36M | 0.74% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,323 | $1.36M | 0.19% | +202+9.5% | Added |
| Symphony Financial, Ltd. Co. | 2,340 | $1.36M | 0.23% | −580−19.9% | Reduced |
| Great Diamond Partners, LLC | 2,335 | $1.36M | 0.35% | −554−19.2% | Reduced |
| Deseret Mutual Benefit Administrators | 2,336 | $1.37M | 0.69% | −4−0.2% | Reduced |
| Verdad Advisers, LP | 2,338 | $1.37M | 1.82% | +2,338 | New |
| LCNB Corp | 2,357 | $1.38M | 0.49% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 2,358 | $1.38M | 0.41% | −71−2.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,359 | $1.38M | 0.32% | 00.0% | Unchanged |
| IMS Capital Management | 2,361 | $1.38M | 0.62% | +10.0% | Added |
| Robertson Stephens Wealth Management, LLC | 2,377 | $1.39M | 0.05% | +970+68.9% | Added |
| Clarus Wealth Advisors | 2,304 | $1.40M | 0.71% | −122−5.0% | Reduced |
| Cahill Financial Advisors Inc | 2,391 | $1.40M | 0.19% | −96−3.9% | Reduced |
| Nilsine Partners, LLC | 2,399 | $1.40M | 0.18% | +57+2.4% | Added |
| Solidarilty Wealth, LLC | 2,402 | $1.40M | 0.38% | −1,898−44.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,415 | $1.41M | 0.35% | +2+0.1% | Added |
| Hilltop National Bank | 2,426 | $1.42M | 0.43% | −60−2.4% | Reduced |
| Focus Financial Network, Inc. | 2,431 | $1.42M | 0.06% | +15+0.6% | Added |