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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 2,438 | $1.43M | 0.02% | +75+3.2% | Added |
| Mendel Capital Management LLC | 2,441 | $1.43M | 0.88% | +23+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,534 | $1.43M | 0.01% | −18−0.7% | Reduced |
| AXA S.A. | 2,470 | $1.44M | 0.00% | −20−0.8% | Reduced |
| Wealth Quarterback LLC | 2,472 | $1.45M | 0.75% | +2+0.1% | Added |
| Horan Securities, Inc. | 2,490 | $1.46M | 0.56% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $1.46M | 0.75% | 00.0% | Unchanged |
| Nvest Financial, LLC | 2,513 | $1.47M | 0.84% | +105+4.4% | Added |
| Advisor OS, LLC | 2,517 | $1.47M | 0.15% | +28+1.1% | Added |
| Advisory Research Inc | 2,532 | $1.48M | 0.26% | −2,491−49.6% | Reduced |
| First National Advisers, LLC | 2,534 | $1.48M | 0.24% | +516+25.6% | Added |
| Quest Partners LLC | 2,539 | $1.48M | 0.13% | −5,274−67.5% | Reduced |
| Fiduciary Group LLC | 2,540 | $1.48M | 0.15% | −21−0.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,554 | $1.49M | 0.06% | −155−5.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,561 | $1.50M | 0.35% | +10+0.4% | Added |
| Institute for Wealth Management, LLC. | 2,567 | $1.50M | 0.19% | −34−1.3% | Reduced |
| Geneos Wealth Management Inc. | 2,584 | $1.51M | 0.06% | +547+26.9% | Added |
| Purus Wealth Management, LLC | 2,589 | $1.51M | 0.64% | +3+0.1% | Added |
| Patten Group, Inc. | 2,593 | $1.52M | 0.34% | +126+5.1% | Added |
| Buttonwood Financial Advisors Inc. | 2,595 | $1.52M | 0.66% | −50−1.9% | Reduced |
| Inceptionr LLC | 2,606 | $1.52M | 0.37% | +1,618+163.8% | Added |
| First Foundation Advisors | 2,609 | $1.53M | 0.06% | +19+0.7% | Added |
| Sippican Capital Advisors | 2,610 | $1.53M | 1.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,611 | $1.53M | 0.21% | +153+6.2% | Added |
| Wescott Financial Advisory Group, LLC | 2,612 | $1.53M | 0.16% | +7+0.3% | Added |
| Wealth Group, Ltd. | 2,614 | $1.53M | 1.03% | +13+0.5% | Added |
| Parcion Private Wealth LLC | 2,617 | $1.53M | 0.13% | +1,286+96.6% | Added |
| Shelton Capital Management | 2,620 | $1.53M | 0.04% | −14,086−84.3% | Reduced |
| Syon Capital LLC | 2,628 | $1.54M | 0.14% | +216+9.0% | Added |
| DB Fitzpatrick & Co, Inc | 2,630 | $1.54M | 1.35% | −80−3.0% | Reduced |
| Financial Engines Advisors L.L.C. | 2,632 | $1.54M | 0.00% | +1,620+160.1% | Added |
| GoalVest Advisory LLC | 2,652 | $1.55M | 0.45% | +52+2.0% | Added |
| Roberts Glore & Co Inc | 2,654 | $1.55M | 0.45% | −2−0.1% | Reduced |
| First Financial Corp | 2,674 | $1.56M | 0.75% | −99−3.6% | Reduced |
| Strategic Blueprint, LLC | 2,698 | $1.58M | 0.10% | −121−4.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,700 | $1.58M | 0.41% | 00.0% | Unchanged |
| Versor Investments LP | 2,701 | $1.58M | 0.25% | −1,999−42.5% | Reduced |
| BancorpSouth Bank | 2,718 | $1.59M | 0.11% | −10.0% | Reduced |
| Profund Advisors LLC | 2,718 | $1.59M | 0.06% | −633−18.9% | Reduced |
| Valley Brook Capital Group | 2,721 | $1.59M | 1.14% | −54−1.9% | Reduced |
| Royal Fund Management, LLC | 2,672 | $1.59M | 0.11% | −580−17.8% | Reduced |
| Evernest Financial Advisors, LLC | 2,727 | $1.59M | 0.43% | −269−9.0% | Reduced |
| 9258 Wealth Management, LLC | 2,730 | $1.60M | 0.24% | −38−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 2,750 | $1.61M | 0.11% | +15+0.5% | Added |
| Calton & Associates, Inc. | 2,755 | $1.61M | 0.62% | +1,808+190.9% | Added |
| Intrua Financial, LLC | 2,757 | $1.61M | 0.26% | −834−23.2% | Reduced |
| Cascades Capital Asset Management, LLC | 2,758 | $1.61M | 0.89% | +2,758 | New |
| Legacy Financial Advisors, Inc. | 2,770 | $1.62M | 0.27% | +58+2.1% | Added |
| Precedent Wealth Partners, LLC | 2,774 | $1.62M | 0.53% | +304+12.3% | Added |
| Autumn Glory Partners, LLC | 2,777 | $1.62M | 0.62% | +1,757+172.3% | Added |
| Baldwin Investment Management, LLC | 2,783 | $1.63M | 0.20% | +64+2.4% | Added |
| Applied Finance Capital Management, LLC | 2,784 | $1.63M | 0.07% | +30+1.1% | Added |
| Investors Research Corp | 2,787 | $1.63M | 0.36% | −1,266−31.2% | Reduced |
| Ransom Advisory, Ltd | 2,793 | $1.63M | 0.76% | −75−2.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 2,800 | $1.64M | 0.82% | −22−0.8% | Reduced |
| Atomi Financial Group, Inc. | 2,821 | $1.65M | 0.10% | +885+45.7% | Added |
| RMR Wealth Builders | 2,828 | $1.65M | 0.18% | −50−1.7% | Reduced |
| Retirement Guys Formula LLC | 2,839 | $1.66M | 0.77% | +44+1.6% | Added |
| Ethic Inc. | 3,653 | $1.66M | 0.04% | −494−11.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,752 | $1.66M | 0.57% | +128+4.9% | Added |
| Venturi Wealth Management, LLC | 2,845 | $1.66M | 0.09% | −19−0.7% | Reduced |
| MBM Wealth Consultants, LLC | 2,856 | $1.67M | 0.53% | +162+6.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,870 | $1.68M | 0.26% | +240+9.1% | Added |
| Burford Brothers, Inc. | 2,873 | $1.68M | 0.88% | +180+6.7% | Added |
| Calamos Wealth Management LLC | 2,875 | $1.68M | 0.09% | +1,992+225.6% | Added |
| Investment Management Associates Inc | 2,882 | $1.68M | 0.66% | +8+0.3% | Added |
| TFG Advisers LLC | 2,883 | $1.69M | 0.61% | −2−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 2,889 | $1.69M | 0.03% | −1,738−37.6% | Reduced |
| Inlet Private Wealth, LLC | 2,894 | $1.69M | 0.43% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 2,910 | $1.70M | 1.05% | +416+16.7% | Added |
| Howard Capital Management Inc. | 2,911 | $1.70M | 0.03% | +1,877+181.5% | Added |
| Gray Wealth Management Inc. | 2,913 | $1.70M | 0.67% | −141−4.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,914 | $1.70M | 0.14% | +15+0.5% | Added |
| First Western Trust Bank | 2,915 | $1.70M | 0.08% | +350+13.6% | Added |
| First National Bank & Trust Co of Newtown | 2,936 | $1.72M | 0.33% | +25+0.9% | Added |
| Excalibur Management Corp | 2,941 | $1.72M | 0.66% | −50−1.7% | Reduced |
| Financial Advocates Investment Management | 2,943 | $1.72M | 0.10% | +186+6.7% | Added |
| Harbour Trust & Investment Management Co | 2,943 | $1.72M | 0.20% | −71−2.4% | Reduced |
| Leisure Capital Management | 2,947 | $1.72M | 0.74% | −62−2.1% | Reduced |
| PFG Advisors | 2,951 | $1.72M | 0.11% | −367−11.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,964 | $1.73M | 1.01% | +51+1.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,965 | $1.73M | 0.60% | +155+5.5% | Added |
| Blackhawk Capital Partners LLC. | 2,971 | $1.74M | 0.93% | −922−23.7% | Reduced |
| Rice Partnership, LLC | 2,981 | $1.74M | 0.35% | +10.0% | Added |
| Diversified, LLC | 2,983 | $1.74M | 0.19% | +5+0.2% | Added |
| Diversified Enterprises, LLC | 2,983 | $1.74M | 0.19% | +2,983 | New |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.74M | 1.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,893 | $1.75M | 0.10% | +274+10.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 2,998 | $1.75M | 1.30% | +113+3.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,000 | $1.75M | 0.93% | +481+19.1% | Added |
| ORG Partners LLC | 2,996 | $1.75M | 0.28% | −52−1.7% | Reduced |
| Quotient Wealth Partners, LLC | 3,006 | $1.76M | 0.06% | +10.0% | Added |
| Nicholas Hoffman & Company, LLC. | 3,014 | $1.76M | 0.07% | +95+3.3% | Added |
| Howe & Rusling Inc | 3,037 | $1.78M | 0.15% | +602+24.7% | Added |
| ROI Financial Advisors, LLC | 3,037 | $1.78M | 1.23% | +247+8.9% | Added |
| Norden Group LLC | 3,040 | $1.78M | 0.21% | +1,670+121.9% | Added |
| Fortune Financial Advisors, LLC | 3,045 | $1.78M | 1.61% | −2−0.1% | Reduced |
| Tyche Wealth Partners LLC | 3,048 | $1.78M | 0.40% | −31−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,055 | $1.79M | 0.18% | +63+2.1% | Added |
| Aft, Forsyth & Company, Inc. | 3,056 | $1.79M | 0.88% | −50−1.6% | Reduced |