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; 2,796 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
- 2,605
- +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
- 950 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 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $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 |
|---|---|---|---|---|---|
| Silverlake Wealth Management LLC | 453 | $264.8K | 0.10% | −371−45.0% | Reduced |
| Castleview Partners, LLC | 453 | $265.0K | 0.15% | −14−3.0% | Reduced |
| SNS Financial Group, LLC | 454 | $265.4K | 0.03% | +5+1.1% | Added |
| Scissortail Wealth Management, LLC | 10 | $267.1K | 0.06% | −447−97.8% | Reduced |
| Camden National Bank | 457 | $267.1K | 0.04% | −57−11.1% | Reduced |
| Souders Financial Advisors | 459 | $268.5K | 0.04% | +1+0.2% | Added |
| Argent Capital Management LLC | 460 | $268.9K | 0.01% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 460 | $268.9K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 461 | $269.5K | 0.18% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 445 | $269.5K | 0.17% | −8−1.8% | Reduced |
| Dougherty Wealth Advisers LLC | 462 | $270.1K | 0.21% | 00.0% | Unchanged |
| FreeGulliver LLC | 462 | $270.1K | 0.16% | +462 | New |
| Total Clarity Wealth Management, Inc. | 464 | $271.2K | 0.09% | +15+3.3% | Added |
| Regatta Capital Group, LLC | 464 | $271.3K | 0.05% | −20−4.1% | Reduced |
| McLean Asset Management Corp | 449 | $271.7K | 0.08% | +4+0.9% | Added |
| Sittner & Nelson, LLC | 467 | $272.7K | 0.12% | +20+4.5% | Added |
| Alaska Permanent Fund Corp | 467 | $273.0K | 0.00% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 468 | $273.6K | 0.02% | −30−6.0% | Reduced |
| AllGen Financial Advisors, Inc. | 468 | $273.6K | 0.09% | +18+4.0% | Added |
| Opal Wealth Advisors, LLC | 469 | $273.9K | 0.09% | −56−10.7% | Reduced |
| Alpha Family Trust | 470 | $274.7K | 0.15% | 00.0% | Unchanged |
| Human Investing LLC | 470 | $274.8K | 0.05% | +470 | New |
| Sepio Capital, LP | 471 | $275.3K | 0.02% | −11−2.3% | Reduced |
| Ssi Investment Management LLC | 473 | $276.5K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 475 | $277.5K | 0.04% | +3+0.6% | Added |
| Stegent Equity Advisors, Inc. | 475 | $277.7K | 0.31% | −136−22.3% | Reduced |
| First United Bank Trust | 475 | $277.7K | 0.10% | −21−4.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 475 | $278.0K | 0.23% | −26−5.2% | Reduced |
| Seed Wealth Management, Inc. | 476 | $278.3K | 0.22% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 477 | $279.1K | 0.20% | −2−0.4% | Reduced |
| Stonehearth Capital Management, LLC | 478 | $279.1K | 0.11% | 00.0% | Unchanged |
| ASB Consultores, LLC | 478 | $279.4K | 0.11% | +478 | New |
| Private Portfolio Partners LLC | 479 | $279.8K | 0.05% | +479 | New |
| Lewis Asset Management, LLC | 479 | $279.8K | 0.20% | +479 | New |
| Secure Asset Management, LLC | 479 | $280.0K | 0.05% | −161−25.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 479 | $280.0K | 0.03% | +479 | New |
| SkyOak Wealth, LLC | 480 | $280.6K | 0.06% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 480 | $281.0K | 0.14% | +30+6.7% | Added |
| TPG Advisors LLC | 481 | $281.0K | 0.22% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 465 | $281.7K | 0.16% | +465 | New |
| First National Bank | 483 | $282.3K | 0.20% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 483 | $282.3K | 0.03% | −25−4.9% | Reduced |
| Shoker Investment Counsel, Inc. | 484 | $283.2K | 0.10% | +3+0.6% | Added |
| Wealth Architects, LLC | 485 | $283.5K | 0.03% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 485 | $283.5K | 0.07% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 485 | $283.7K | 0.13% | −20−4.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 486 | $284.1K | 0.17% | 00.0% | Unchanged |
| Cercano Management LLC | 486 | $284.1K | 0.01% | +486 | New |
| First International Bank & Trust | 487 | $284.7K | 0.09% | +5+1.0% | Added |
| Holistic Planning, LLC | 488 | $285.4K | 0.12% | +488 | New |
| Facet Wealth, Inc. | 524 | $285.8K | 0.01% | +70+15.4% | Added |
| Plan Group Financial, LLC | 490 | $286.2K | 0.15% | +4+0.8% | Added |
| Central Pacific Bank - Trust Division | 490 | $286.4K | 0.04% | −32−6.1% | Reduced |
| Osborne Partners Capital Management, LLC | 490 | $286.4K | 0.02% | −25−4.9% | Reduced |
| Fairscale Capital, LLC | 490 | $286.4K | 0.25% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 490 | $286.4K | 0.21% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 490 | $286.4K | 0.04% | +490 | New |
| Claret Asset Management Corp | 491 | $287.0K | 0.05% | +6+1.2% | Added |
| Marathon Capital Management | 491 | $287.0K | 0.07% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 491 | $287.0K | 0.09% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 492 | $287.4K | 0.14% | +200+68.5% | Added |
| Fox Run Management, L.L.C. | 492 | $287.6K | 0.06% | +492 | New |
| Bank of Hawaii | 492 | $287.6K | 0.01% | +37+8.1% | Added |
| R. W. Roge & Company, Inc. | 493 | $288.0K | 0.15% | +3+0.6% | Added |
| Cascade Investment Group, Inc. | 493 | $288.0K | 0.21% | 00.0% | Unchanged |
| Lake Street Financial LLC | 493 | $288.2K | 0.05% | −1,483−75.1% | Reduced |
| Revolve Wealth Partners, LLC | 493 | $288.3K | 0.04% | +493 | New |
| Merrion Investment Management Co, LLC | 495 | $289.4K | 0.19% | +40+8.8% | Added |
| Mosley Wealth Management | 471 | $289.5K | 0.20% | +40+9.3% | Added |
| BancFirst Trust & Investment Management | 497 | $290.0K | 0.10% | +6+1.2% | Added |
| Legacy Edge Advisors, LLC | 496 | $290.1K | 0.05% | +1+0.2% | Added |
| Bellwether Advisors, LLC | 497 | $290.5K | 0.06% | 00.0% | Unchanged |
| Constitution Capital LLC | 500 | $292.3K | 0.16% | −600−54.5% | Reduced |
| White Lighthouse Investment Management Inc. | 500 | $292.3K | 0.05% | 00.0% | Unchanged |
| Epiq Partners, LLC | 500 | $292.3K | 0.16% | 00.0% | Unchanged |
| PSI Advisors, LLC | 503 | $293.5K | 0.09% | +1+0.2% | Added |
| Total Investment Management Inc | 505 | $295.0K | 0.03% | +12+2.4% | Added |
| Global Wealth Strategies & Associates | 505 | $295.2K | 0.10% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 505 | $295.2K | 0.25% | 00.0% | Unchanged |
| Weil Company, Inc. | 506 | $296.0K | 0.10% | +2+0.4% | Added |
| Waters Parkerson & Co., LLC | 507 | $296.0K | 0.02% | +507 | New |
| Broadwater Capital Management LLC | 507 | $296.4K | 0.22% | −100−16.5% | Reduced |
| Integral Investment Advisors, Inc. | 509 | $297.5K | 0.10% | +41+8.8% | Added |
| Reston Wealth Management LLC | 510 | $297.9K | 0.11% | +1+0.2% | Added |
| Chilton Capital Management LLC | 512 | $299.3K | 0.01% | −88−14.7% | Reduced |
| Consolidated Portfolio Review Corp | 513 | $299.9K | 0.07% | −3−0.6% | Reduced |
| New Potomac Partners, LLC | 514 | $300.4K | 0.15% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 514 | $300.5K | 0.02% | −78−13.2% | Reduced |
| Exchange Bank | 514 | $300.5K | 0.25% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 515 | $301.0K | 0.06% | −10−1.9% | Reduced |
| Crewe Advisors LLC | 515 | $301.0K | 0.03% | +22+4.5% | Added |
| J. L. Bainbridge & Co., Inc. | 517 | $302.2K | 0.03% | 00.0% | Unchanged |
| Summit X, LLC | 648 | $302.8K | 0.07% | +40+6.6% | Added |
| Greatmark Investment Partners, Inc. | 519 | $303.4K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 520 | $304.0K | 0.12% | −1,788−77.5% | Reduced |
| Advisor Resource Council | 521 | $304.6K | 0.14% | +521 | New |
| Fragasso Group Inc. | 521 | $304.7K | 0.02% | +30+6.1% | Added |
| Old Second National Bank of Aurora | 522 | $305.1K | 0.07% | −50−8.7% | Reduced |
| Sharp Financial Services, LLC | 523 | $305.7K | 0.24% | −179−25.5% | Reduced |
| PAX Financial Group, LLC | 523 | $305.9K | 0.05% | +523 | New |