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 |
|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | 523 | $306.0K | 0.02% | +33+6.7% | Added |
| Acorns Advisers, LLC | 523 | $306.0K | 0.00% | +523 | New |
| City Holding Co | 524 | $306.3K | 0.04% | +10+1.9% | Added |
| Advocate Group LLC | 524 | $306.3K | 0.06% | 00.0% | Unchanged |
| Sabal Trust CO | 525 | $306.9K | 0.02% | −41−7.2% | Reduced |
| Winch Advisory Services, LLC | 526 | $307.2K | 0.08% | +3+0.6% | Added |
| Element Wealth, LLC | 527 | $308.3K | 0.16% | +58+12.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 528 | $308.6K | 0.02% | −20−3.6% | Reduced |
| Hartline Investment Corp | 528 | $308.6K | 0.04% | 00.0% | Unchanged |
| Apexium Financial, LP | 529 | $309.2K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 530 | $309.9K | 0.06% | +3+0.6% | Added |
| Personal Cfo Solutions, LLC | 532 | $310.9K | 0.04% | +57+12.0% | Added |
| Collective Family Office LLC | 532 | $311.0K | 0.08% | −29−5.2% | Reduced |
| Optas, LLC | 532 | $311.0K | 0.07% | +30+6.0% | Added |
| Summit Financial Strategies, Inc. | 533 | $311.6K | 0.04% | −65−10.9% | Reduced |
| Alliance Wealth Advisors, LLC | 533 | $311.6K | 0.08% | −9−1.7% | Reduced |
| Fort, L.P. | 536 | $313.3K | 0.79% | −42−7.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 536 | $313.3K | 0.11% | +536 | New |
| Smith & Howard Wealth Management, LLC | 537 | $313.9K | 0.09% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 538 | $314.5K | 0.02% | 00.0% | Unchanged |
| True North Advisors, LLC | 540 | $315.7K | 0.08% | −67−11.0% | Reduced |
| Virtus Investment Advisers, Inc. | 540 | $315.7K | 0.25% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 540 | $315.7K | 0.05% | +540 | New |
| Dunhill Financial, LLC | 540 | $315.9K | 0.16% | +23+4.4% | Added |
| Barrett & Company, Inc. | 541 | $316.5K | 0.14% | −479−47.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 542 | $316.6K | 0.14% | +7+1.3% | Added |
| Intrepid Financial Planning Group LLC | 542 | $316.8K | 0.14% | 00.0% | Unchanged |
| MBL Wealth, LLC | 542 | $316.8K | 0.03% | +6+1.1% | Added |
| Hamilton Capital, LLC | 582 | $317.8K | 0.02% | +4+0.7% | Added |
| Hilton Capital Management, LLC | 544 | $318.0K | 0.02% | −152−21.8% | Reduced |
| Jacobs & Co | 550 | $321.0K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 550 | $321.5K | 0.08% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 552 | $322.5K | 0.10% | +3+0.5% | Added |
| Semus Wealth Partners LLC | 554 | $323.9K | 0.23% | +2+0.4% | Added |
| Mirador Capital Partners LP | 556 | $324.8K | 0.06% | +2+0.4% | Added |
| Indiana Trust & Investment Management CO | 556 | $325.0K | 0.11% | −150−21.2% | Reduced |
| Fairfield Financial Advisors, LTD | 557 | $325.5K | 0.11% | +2+0.4% | Added |
| Onefund, LLC | 557 | $325.6K | 0.33% | −5−0.9% | Reduced |
| Elgethun Capital Management | 557 | $325.7K | 0.08% | +3+0.5% | Added |
| Valtinson Bruner Financial Planning LLC | 558 | $326.2K | 0.11% | 00.0% | Unchanged |
| Transform Wealth, LLC | 559 | $327.0K | 0.02% | +559 | New |
| Core Wealth Partners LLC | 561 | $327.8K | 0.20% | −20−3.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 561 | $327.9K | 0.17% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 564 | $329.7K | 0.09% | −2−0.4% | Reduced |
| Matrix Private Capital Group LLC | 564 | $329.7K | 0.19% | −50−8.1% | Reduced |
| HTLF Bank | 564 | $329.7K | 0.04% | −1−0.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 565 | $330.3K | 0.12% | +55+10.8% | Added |
| Sunburst Financial Group, LLC | 566 | $331.0K | 0.08% | +18+3.3% | Added |
| Campbell Wealth Management | 567 | $331.0K | 0.03% | +567 | New |
| Aua Capital Management, LLC | 567 | $331.4K | 0.19% | −5−0.9% | Reduced |
| Summit Wealth Group, LLC | 568 | $332.0K | 0.10% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 568 | $332.2K | 0.06% | +568 | New |
| Bank Hapoalim BM | 573 | $335.0K | 0.05% | −27−4.5% | Reduced |
| State of Wyoming | 574 | $335.5K | 0.05% | +574 | New |
| Capstone Financial Advisors, Inc. | 577 | $337.6K | 0.02% | +577 | New |
| FSA Wealth Management LLC | 578 | $338.0K | 0.14% | +578 | New |
| LongView Wealth Management | 580 | $339.0K | 0.11% | −6−1.0% | Reduced |
| Kennedy Investment Group | 580 | $339.1K | 0.16% | −253−30.4% | Reduced |
| Five Oceans Advisors | 581 | $339.6K | 0.16% | 00.0% | Unchanged |
| Consolidated Planning Corp | 582 | $340.1K | 0.05% | −26−4.3% | Reduced |
| Lee Financial Co | 584 | $341.4K | 0.05% | +584 | New |
| Adamsbrown Wealth Consultants LLC | 587 | $343.0K | 0.12% | +6+1.0% | Added |
| Panoramic Investment Advisors, LLC | 587 | $343.1K | 0.24% | +587 | New |
| Baron Silver Stevens Financial Advisors, LLC | 588 | $343.4K | 0.06% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 589 | $344.1K | 0.28% | +589 | New |
| Rock Point Advisors, LLC | 590 | $344.9K | 0.09% | −35−5.6% | Reduced |
| Tranquilli Financial Advisor LLC | 592 | $346.1K | 0.22% | −3−0.5% | Reduced |
| Buckingham Capital Management, Inc. | 593 | $346.6K | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 595 | $347.8K | 0.04% | +37+6.6% | Added |
| Wilkins Investment Counsel Inc | 597 | $349.0K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 598 | $349.7K | 0.05% | +23+4.0% | Added |
| Laurion Capital Management LP | 600 | $350.7K | 0.02% | −656−52.2% | Reduced |
| Northstar Asset Management LLC | 600 | $350.7K | 0.08% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 600 | $350.9K | 0.15% | +9+1.5% | Added |
| Galvin, Gaustad & Stein, LLC | 603 | $352.4K | 0.03% | +1+0.2% | Added |
| Sivia Capital Partners, LLC | 604 | $353.2K | 0.21% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 605 | $353.7K | 0.05% | +100+19.8% | Added |
| OneAscent Financial Services LLC | 605 | $354.0K | 0.25% | +605 | New |
| Valley Forge Investment Consultants Inc Adv | 607 | $354.8K | 0.12% | +1+0.2% | Added |
| Howard Wealth Management, LLC | 607 | $355.0K | 0.21% | +3+0.5% | Added |
| Acas, LLC | 608 | $355.4K | 0.29% | +22+3.8% | Added |
| Delta Asset Management LLC | 608 | $355.4K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 608 | $355.4K | 0.10% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 609 | $356.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 611 | $357.0K | 0.14% | 00.0% | Unchanged |
| Asset Planning Corporation | 612 | $357.8K | 0.23% | +612 | New |
| Janney Capital Management LLC | 612 | $358.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 614 | $358.9K | 0.03% | +22+3.7% | Added |
| Peoples Bank | 614 | $358.9K | 0.18% | −51−7.7% | Reduced |
| Operose Advisors LLC | 615 | $359.5K | 0.12% | +158+34.6% | Added |
| Financial Management Network Inc | 599 | $362.5K | 0.08% | +3+0.5% | Added |
| Gulf International Bank (UK) Ltd | 622 | $363.0K | 0.01% | −767−55.2% | Reduced |
| Summit Wealth Partners, LLC | 621 | $363.1K | 0.07% | +2+0.3% | Added |
| Aveo Capital Partners, LLC | 622 | $363.5K | 0.04% | −364−36.9% | Reduced |
| Guardian Asset Advisors, LLC | 623 | $364.0K | 0.25% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 623 | $364.2K | 0.06% | −49−7.3% | Reduced |
| Gould Asset Management LLC | 625 | $365.4K | 0.08% | +100+19.0% | Added |
| Hills Bank & Trust Co | 628 | $367.1K | 0.03% | +20+3.3% | Added |
| Accuvest Global Advisors | 628 | $367.1K | 0.32% | +628 | New |
| Montecito Bank & Trust | 629 | $367.7K | 0.06% | +45+7.7% | Added |