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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 735 | $429.7K | 0.17% | +30+4.3% | Added |
| Sugarloaf Wealth Management, LLC | 736 | $430.2K | 0.08% | +42+6.1% | Added |
| BBR Partners, LLC | 736 | $430.3K | 0.03% | −21−2.8% | Reduced |
| Powell Investment Advisors, LLC | 737 | $430.8K | 0.20% | 00.0% | Unchanged |
| NTV Asset Management LLC | 738 | $431.4K | 0.06% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 738 | $431.4K | 0.23% | +35+5.0% | Added |
| Legacy Bridge, LLC | 738 | $431.4K | 0.23% | +15+2.1% | Added |
| Ironsides Asset Advisors, LLC | 740 | $432.6K | 0.13% | 00.0% | Unchanged |
| AXS Investments LLC | 741 | $433.2K | 0.12% | −420−36.2% | Reduced |
| Highview Capital Management LLC | 741 | $433.2K | 0.18% | +15+2.1% | Added |
| Old North State Trust, LLC | 745 | $435.0K | 0.35% | +31+4.3% | Added |
| Old Port Advisors | 745 | $435.5K | 0.12% | −13−1.7% | Reduced |
| Southland Equity Partners LLC | 746 | $436.4K | 0.11% | +16+2.2% | Added |
| Semmax Financial Advisors Inc. | 771 | $436.5K | 0.12% | −182−19.1% | Reduced |
| Harbor Group, Inc. | 747 | $436.6K | 0.10% | −1,990−72.7% | Reduced |
| MMBG Investment Advisors Co. | 750 | $438.4K | 0.05% | −270−26.5% | Reduced |
| Spirit of America Management Corp | 750 | $438.4K | 0.09% | +100+15.4% | Added |
| Compass Wealth Management LLC | 751 | $439.0K | 0.10% | 00.0% | Unchanged |
| WBI Investments | 753 | $440.2K | 0.11% | +753 | New |
| Cypress Wealth Services, LLC | 753 | $440.3K | 0.09% | +753 | New |
| Eqis Capital Management, Inc. | 754 | $440.6K | 0.04% | +108+16.7% | Added |
| Rooted Wealth Advisors, Inc. | 733 | $444.0K | 0.20% | +733 | New |
| Paragon Private Wealth Management, LLC | 760 | $444.3K | 0.22% | +80+11.8% | Added |
| Indie Asset Partners, LLC | 761 | $445.0K | 0.33% | 00.0% | Unchanged |
| XTX Topco Ltd | 764 | $446.6K | 0.03% | +764 | New |
| Marotta Asset Management | 765 | $447.2K | 0.09% | −5−0.6% | Reduced |
| Perkins Coie Trust Co | 766 | $447.8K | 0.10% | +22+3.0% | Added |
| Cedrus LLC | 770 | $450.1K | 0.17% | −375−32.8% | Reduced |
| Etfidea, LLC | 772 | $451.1K | 0.14% | −14−1.8% | Reduced |
| Everpar Advisors LLC | 773 | $452.1K | 0.23% | −162−17.3% | Reduced |
| Drake & Associates, LLC | 775 | $453.0K | 0.15% | +158+25.6% | Added |
| Dodge & Cox | 775 | $453.0K | 0.00% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 776 | $453.4K | 0.16% | +4+0.5% | Added |
| Modern Wealth Management, LLC | 776 | $453.4K | 0.03% | +95+14.0% | Added |
| Gentry Private Wealth, LLC | 777 | $454.2K | 0.37% | −58−6.9% | Reduced |
| Arlington Trust Co LLC | 777 | $454.2K | 0.10% | −14−1.8% | Reduced |
| North Star Investment Management Corp. | 778 | $454.9K | 0.03% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 753 | $456.3K | 0.25% | +753 | New |
| Bill Few Associates, Inc. | 783 | $457.7K | 0.16% | −15−1.9% | Reduced |
| Global Financial Private Client, LLC | 783 | $457.8K | 0.18% | +27+3.6% | Added |
| Smith Thornton Advisors LLC | 784 | $458.3K | 0.30% | 00.0% | Unchanged |
| First National Corp | 785 | $458.8K | 0.10% | +6+0.8% | Added |
| WPWealth LLP | 786 | $459.6K | 0.10% | +786 | New |
| TrueWealth Advisors, LLC | 788 | $460.4K | 0.15% | −12−1.5% | Reduced |
| 44 Wealth Management LLC | 808 | $461.4K | 0.16% | +808 | New |
| StrongBox Wealth, LLC | 796 | $465.1K | 0.20% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 798 | $466.0K | 0.08% | −4−0.5% | Reduced |
| Aries Wealth Management | 804 | $470.0K | 0.13% | +341+73.7% | Added |
| LaSalle St. Investment Advisors, LLC | 804 | $470.0K | 0.18% | −44−5.2% | Reduced |
| Amplius Wealth Advisors, LLC | 805 | $470.6K | 0.05% | −3−0.4% | Reduced |
| CMG Global Holdings, LLC | 805 | $470.6K | 0.27% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 809 | $472.9K | 0.15% | −156−16.2% | Reduced |
| Covenant Asset Management, LLC | 809 | $472.9K | 0.10% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 812 | $474.7K | 0.12% | +812 | New |
| Saratoga Research & Investment Management | 815 | $476.4K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 815 | $476.4K | 0.10% | +815 | New |
| Cascade Financial Partners, LLC | 826 | $476.6K | 0.06% | 00.0% | Unchanged |
| General Partner, Inc. | 816 | $477.0K | 0.30% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 823 | $481.2K | 0.13% | +31+3.9% | Added |
| GFS Advisors, LLC | 827 | $483.0K | 0.10% | +507+158.4% | Added |
| Fulton Breakefield Broenniman LLC | 826 | $483.1K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 827 | $483.4K | 0.03% | −12,287−93.7% | Reduced |
| AdvisorShares Investments LLC | 827 | $483.4K | 0.09% | −203−19.7% | Reduced |
| Belfer Management LLC | 831 | $485.7K | 7.86% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 833 | $487.0K | 0.06% | −20−2.3% | Reduced |
| Trust Point Inc. | 833 | $487.1K | 0.04% | +52+6.7% | Added |
| Freedom Day Solutions, LLC | 834 | $487.4K | 0.15% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 836 | $488.7K | 0.12% | −69−7.6% | Reduced |
| BSW Wealth Partners | 838 | $489.9K | 0.07% | +838 | New |
| Bank of New Hampshire | 843 | $492.8K | 0.12% | 00.0% | Unchanged |
| Icapital Wealth LLC | 843 | $492.8K | 0.27% | +843 | New |
| Opinicus Capital, Inc. | 843 | $492.8K | 0.39% | +10+1.2% | Added |
| Fukoku Mutual Life Insurance Co | 844 | $493.4K | 0.04% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 844 | $493.5K | 0.23% | −101−10.7% | Reduced |
| 1620 Investment Advisors, Inc. | 846 | $494.6K | 0.36% | −1−0.1% | Reduced |
| West Wealth Group, LLC | 850 | $496.8K | 0.16% | +4+0.5% | Added |
| Dogwood Wealth Management LLC | 850 | $497.0K | 0.29% | −7−0.8% | Reduced |
| Centurion Wealth Management LLC | 850 | $497.1K | 0.16% | +850 | New |
| Viawealth, LLC | 851 | $497.5K | 0.29% | +4+0.5% | Added |
| Kestra Investment Management, LLC | 852 | $498.0K | 0.02% | +852 | New |
| tru Independence LLC | 852 | $498.1K | 0.15% | +25+3.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 853 | $498.6K | 0.45% | −796−48.3% | Reduced |
| Brophy Wealth Management, LLC | 853 | $498.7K | 0.18% | +853 | New |
| Mraz, Amerine & Associates, Inc. | 854 | $499.2K | 0.09% | −22−2.5% | Reduced |
| Blueshift Asset Management, LLC | 855 | $499.8K | 0.12% | +855 | New |
| Chemung Canal Trust Co | 855 | $499.8K | 0.10% | −1,245−59.3% | Reduced |
| Ignite Planners, LLC | 857 | $500.7K | 0.11% | +163+23.5% | Added |
| Kames Capital plc | 857 | $500.8K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 857 | $501.0K | 0.13% | −1,186−58.1% | Reduced |
| Sigma Investment Counselors Inc | 857 | $501.0K | 0.03% | −28−3.2% | Reduced |
| High Net Worth Advisory Group LLC | 861 | $503.7K | 0.14% | +1+0.1% | Added |
| Midland Wealth Advisors LLC | 862 | $503.8K | 0.03% | −45−5.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 862 | $503.9K | 0.32% | −8−0.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 864 | $505.2K | 0.26% | +4+0.5% | Added |
| Birchcreek Wealth Management, LLC | 865 | $505.6K | 0.33% | −29−3.2% | Reduced |
| Hodges Capital Management Inc. | 868 | $507.6K | 0.03% | −5−0.6% | Reduced |
| Cozad Asset Management Inc | 870 | $508.6K | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 870 | $508.6K | 0.10% | +208+31.4% | Added |
| Acorn Wealth Advisors, LLC | 871 | $509.3K | 0.22% | +4+0.5% | Added |
| SFMG, LLC | 873 | $510.1K | 0.04% | +15+1.7% | Added |