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 |
|---|---|---|---|---|---|
| MBB Public Markets I LLC | 630 | $368.3K | 0.03% | −14,768−95.9% | Reduced |
| LRT Capital Management, LLC | 630 | $368.3K | 0.34% | +630 | New |
| Larson Financial Group LLC | 630 | $368.3K | 0.02% | +189+42.9% | Added |
| Keeley-Teton Advisors, LLC | 631 | $368.6K | 0.04% | +2+0.3% | Added |
| Dakota Community Bank & Trust NA | 631 | $368.9K | 1.85% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 631 | $368.9K | 0.25% | +631 | New |
| Madrona Financial Services, LLC | 634 | $370.6K | 0.10% | +2+0.3% | Added |
| Consilium Wealth Advisory, LLC | 634 | $370.6K | 0.20% | −7−1.1% | Reduced |
| Bank of Stockton | 636 | $371.8K | 0.11% | +636 | New |
| Impact Partnership Wealth, LLC | 636 | $372.0K | 0.08% | −1,177−64.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 637 | $372.4K | 0.10% | −637−50.0% | Reduced |
| Cohen Capital Management, Inc. | 637 | $372.4K | 0.06% | +185+40.9% | Added |
| Talisman Wealth Advisors LLC | 643 | $374.7K | 0.39% | −12−1.8% | Reduced |
| Divergent Planning, LLC | 622 | $376.4K | 0.14% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 644 | $376.5K | 0.05% | −33−4.9% | Reduced |
| Interchange Capital Partners, LLC | 646 | $377.9K | 0.13% | −45−6.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 648 | $378.8K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 649 | $379.0K | 0.01% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 649 | $379.4K | 0.64% | −55−7.8% | Reduced |
| Kapitalo Investimentos Ltda | 650 | $380.0K | 0.09% | +650 | New |
| Cahaba Wealth Management, Inc. | 650 | $380.1K | 0.03% | +42+6.9% | Added |
| LMCG Investments, LLC | 651 | $380.5K | 0.02% | +19+3.0% | Added |
| Vinva Investment Management Ltd | 656 | $382.0K | 0.02% | +19+3.0% | Added |
| Ellevest, Inc. | 654 | $382.5K | 0.02% | +3+0.5% | Added |
| Terra Nova Asset Management LLC | 655 | $382.9K | 0.28% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 655 | $382.9K | 0.12% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 659 | $385.2K | 0.02% | −18−2.7% | Reduced |
| Clarity Financial LLC | 660 | $385.9K | 0.05% | +130+24.5% | Added |
| City Center Advisors, LLC | 664 | $388.2K | 0.43% | −9−1.3% | Reduced |
| Trust Investment Advisors | 664 | $388.4K | 0.25% | +664 | New |
| Princeton Capital Management LLC | 664 | $388.4K | 0.12% | +45+7.3% | Added |
| Trustmark National Bank Trust Department | 665 | $388.7K | 0.03% | +37+5.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 669 | $390.8K | 0.13% | +669 | New |
| KFA Private Wealth Group, LLC | 670 | $391.7K | 0.19% | +13+2.0% | Added |
| Titleist Asset Management, LLC | 670 | $391.8K | 0.06% | −33−4.7% | Reduced |
| Opus Capital Group, LLC | 670 | $392.0K | 0.05% | −2−0.3% | Reduced |
| Spinnaker Trust | 671 | $392.2K | 0.02% | +50+8.1% | Added |
| Palumbo Wealth Management LLC | 671 | $392.3K | 0.15% | +2+0.3% | Added |
| JB Capital LLC | 673 | $393.3K | 0.02% | −246−26.8% | Reduced |
| Dechtman Wealth Management, LLC | 674 | $394.1K | 0.08% | −137−16.9% | Reduced |
| Boston Mountain Money Management Inc | 675 | $394.8K | 0.23% | +54+8.7% | Added |
| Financial Advisory Corp | 676 | $395.0K | 0.15% | −540−44.4% | Reduced |
| Connecticut Wealth Management, LLC | 676 | $395.2K | 0.02% | −23−3.3% | Reduced |
| Montz Harcus Wealth Management LLC | 678 | $396.6K | 0.23% | +22+3.4% | Added |
| Aspiriant, LLC | 679 | $396.9K | 0.02% | +4+0.6% | Added |
| Fidelity D & D Bancorp Inc | 680 | $397.5K | 0.26% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 682 | $398.7K | 0.12% | 00.0% | Unchanged |
| Signature Wealth Management Group | 684 | $399.9K | 0.16% | −3,920−85.1% | Reduced |
| YHB Investment Advisors, Inc. | 685 | $400.4K | 0.03% | +150+28.0% | Added |
| SRS Capital Advisors, Inc. | 685 | $400.7K | 0.04% | +40+6.2% | Added |
| Cape Ann Savings Bank | 686 | $401.0K | 0.23% | −25−3.5% | Reduced |
| WealthTrust Axiom LLC | 686 | $401.2K | 0.12% | −210−23.4% | Reduced |
| Addison Capital Co | 688 | $402.0K | 0.16% | +1+0.1% | Added |
| Falcon Wealth Planning | 689 | $402.8K | 0.05% | +28+4.2% | Added |
| NBW Capital LLC | 691 | $403.9K | 0.08% | +691 | New |
| Tyler-Stone Wealth Management | 691 | $404.2K | 0.08% | +355+105.7% | Added |
| Well Done, LLC | 692 | $404.5K | 0.07% | −305−30.6% | Reduced |
| Exencial Wealth Advisors, LLC | 692 | $404.7K | 0.01% | −7−1.0% | Reduced |
| Keebeck Alpha, LP | 693 | $405.1K | 0.26% | −307−30.7% | Reduced |
| Gries Financial LLC | 693 | $405.1K | 0.08% | −41−5.6% | Reduced |
| Groesbeck Investment Management Corp | 696 | $407.0K | 0.60% | −367−34.5% | Reduced |
| Moody National Bank Trust Division | 700 | $409.2K | 0.04% | +700 | New |
| Firethorn Wealth Partners, LLC | 701 | $409.8K | 0.21% | +5+0.7% | Added |
| Lakeridge Wealth Management LLC | 704 | $411.6K | 0.23% | −86−10.9% | Reduced |
| J. Stern & Co. LLP | 705 | $412.1K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 705 | $412.1K | 0.05% | +80+12.8% | Added |
| MJP Associates Inc | 706 | $412.7K | 0.08% | +73+11.5% | Added |
| SMART Wealth LLC | 707 | $413.0K | 0.16% | −229−24.5% | Reduced |
| Saxon Interests, Inc. | 707 | $413.0K | 0.19% | −25−3.4% | Reduced |
| S. R. Schill & Associates | 707 | $413.3K | 0.29% | 00.0% | Unchanged |
| Studio Investment Management LLC | 707 | $413.3K | 0.09% | +7+1.0% | Added |
| Perennial Investment Advisors, LLC | 707 | $413.7K | 0.05% | −33−4.5% | Reduced |
| Red Wave Investments LLC | 708 | $413.8K | 0.14% | +3+0.4% | Added |
| Mathes Company, Inc. | 710 | $415.0K | 0.15% | −18−2.5% | Reduced |
| Meritage Portfolio Management | 710 | $415.0K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 710 | $415.0K | 0.06% | −141−16.6% | Reduced |
| Northside Capital Management, LLC | 710 | $415.0K | 0.06% | 00.0% | Unchanged |
| Wealth Effects LLC | 711 | $415.6K | 0.15% | 00.0% | Unchanged |
| Camden Capital, LLC | 715 | $418.2K | 0.05% | −74−9.4% | Reduced |
| Stokes Family Office, LLC | 716 | $418.5K | 0.05% | −508−41.5% | Reduced |
| Cromwell Holdings LLC | 717 | $419.1K | 0.27% | 00.0% | Unchanged |
| River Street Advisors LLC | 717 | $419.1K | 0.23% | +147+25.8% | Added |
| Philip James Wealth Mangement, LLC | 718 | $419.5K | 0.05% | +4+0.6% | Added |
| Curbstone Financial Management Corp | 720 | $420.9K | 0.09% | +720 | New |
| Fielder Capital Group LLC | 721 | $421.3K | 0.14% | −12−1.6% | Reduced |
| Catalyst Private Wealth, LLC | 721 | $421.3K | 0.21% | 00.0% | Unchanged |
| Edmp, Inc. | 721 | $421.4K | 0.35% | −145−16.7% | Reduced |
| XR Securities LLC | 722 | $422.1K | 2.73% | −53−6.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 725 | $423.6K | 0.13% | +4+0.6% | Added |
| Jackson Creek Investment Advisors LLC | 725 | $424.0K | 0.13% | +725 | New |
| Mainstay Capital Management LLC | 726 | $424.4K | 0.07% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 723 | $425.0K | 0.24% | −21−2.8% | Reduced |
| Dimension Capital Management LLC | 729 | $426.1K | 0.08% | −76−9.4% | Reduced |
| Quent Capital, LLC | 729 | $426.2K | 0.04% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 731 | $427.1K | 0.06% | +70+10.6% | Added |
| Court Place Advisors, LLC | 732 | $427.9K | 0.12% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 732 | $427.9K | 0.06% | +6+0.8% | Added |
| Driehaus Capital Management LLC | 732 | $427.9K | 0.00% | +732 | New |
| Detalus Advisors, LLC | 733 | $428.7K | 0.14% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 735 | $429.0K | 0.29% | +270+58.1% | Added |