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 |
|---|---|---|---|---|---|
| Lee Johnson Capital Management, LLC | 873 | $510.3K | 0.26% | −35−3.9% | Reduced |
| Borer Denton & Associates, Inc. | 873 | $510.3K | 0.17% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 874 | $510.9K | 0.41% | +58+7.1% | Added |
| Keel Point, LLC | 877 | $512.4K | 0.04% | +22+2.6% | Added |
| Community Trust & Investment Co | 878 | $513.2K | 0.03% | +878 | New |
| New Republic Capital, LLC | 879 | $514.0K | 0.30% | +25+2.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 880 | $514.5K | 0.16% | +215+32.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 881 | $515.0K | 0.10% | −53−5.7% | Reduced |
| NWF Advisory Services Inc. | 882 | $515.8K | 0.08% | −2−0.2% | Reduced |
| NVWM, LLC | 886 | $517.9K | 0.13% | −289−24.6% | Reduced |
| V-Square Quantitative Management LLC | 886 | $517.9K | 0.08% | −130−12.8% | Reduced |
| Rosenberg Matthew Hamilton | 886 | $517.9K | 0.14% | +11+1.3% | Added |
| Peoples Bank | 887 | $518.5K | 0.35% | 00.0% | Unchanged |
| Mairs & Power Inc | 888 | $519.1K | 0.00% | +98+12.4% | Added |
| Florida Financial Advisors, LLC | 890 | $520.0K | 0.27% | +145+19.5% | Added |
| High Falls Advisors, Inc | 890 | $520.1K | 0.12% | +5+0.6% | Added |
| Private Capital Management, LLC | 894 | $522.3K | 0.06% | +15+1.7% | Added |
| Keystone Wealth Services, LLC | 894 | $522.7K | 0.14% | +894 | New |
| Beverly Hills Private Wealth, LLC | 896 | $523.7K | 0.11% | +58+6.9% | Added |
| Shelton Wealth Management, LLC | 898 | $525.1K | 0.30% | +1+0.1% | Added |
| Blueprint Investment Partners LLC | 898 | $525.1K | 0.10% | +116+14.8% | Added |
| Fulcrum Equity Management | 900 | $525.9K | 0.44% | +40+4.7% | Added |
| Mosaic Family Wealth Partners, LLC | 902 | $527.2K | 0.08% | −2−0.2% | Reduced |
| Monograph Wealth Advisors, LLC | 905 | $529.1K | 0.07% | −245−21.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 905 | $529.2K | 0.22% | +94+11.6% | Added |
| Centennial Bank | 906 | $529.6K | 0.24% | −50−5.2% | Reduced |
| Wintrust Investments LLC | 907 | $530.0K | 0.39% | −8,091−89.9% | Reduced |
| Select Asset Management & Trust | 907 | $530.0K | 0.20% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 907 | $530.2K | 0.01% | +114+14.4% | Added |
| Riverview Trust Co | 908 | $530.8K | 0.47% | −4−0.4% | Reduced |
| Baldwin Brothers Inc | 908 | $530.8K | 0.04% | +866+2,061.9% | Added |
| Congress Park Capital LLC | 910 | $532.0K | 0.20% | −25−2.7% | Reduced |
| Norris Perne & French LLP | 911 | $532.5K | 0.04% | +6+0.7% | Added |
| Redwood Wealth Management Group, LLC | 912 | $533.3K | 0.26% | −62−6.4% | Reduced |
| Alera Investment Advisors, LLC | 914 | $534.3K | 0.06% | +63+7.4% | Added |
| Ballast Advisors LLC | 914 | $534.3K | 0.17% | −100−9.9% | Reduced |
| Alliance Wealth Advisors, LLC | 914 | $534.3K | 0.31% | −3−0.3% | Reduced |
| Bullock Wealth Management Group | 884 | $535.1K | 0.32% | +221+33.3% | Added |
| Catalyst Financial Partners LLC | 917 | $536.0K | 0.10% | +82+9.8% | Added |
| Legacy Advisors, LLC | 917 | $536.0K | 0.06% | +227+32.9% | Added |
| Demars Financial Group, LLC | 920 | $537.7K | 0.25% | +1+0.1% | Added |
| Signal Advisors Wealth, LLC | 921 | $538.2K | 0.08% | +921 | New |
| Equitable Trust Co | 923 | $539.5K | 0.03% | +10+1.1% | Added |
| AlphaMark Advisors, LLC | 924 | $540.0K | 0.19% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 924 | $540.1K | 0.02% | +142+18.2% | Added |
| Cullen Investment Group, Ltd. | 924 | $540.3K | 0.08% | +68+7.9% | Added |
| Tandem Capital Management Corp | 925 | $540.7K | 0.28% | −35−3.6% | Reduced |
| Plancorp, LLC | 925 | $540.7K | 0.02% | +9+1.0% | Added |
| Genesee Capital Advisors, LLC | 929 | $543.1K | 0.26% | −12−1.3% | Reduced |
| Granite Investment Partners, LLC | 930 | $543.6K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 932 | $544.6K | 0.13% | −99−9.6% | Reduced |
| Occidental Asset Management, LLC | 932 | $545.0K | 0.09% | +167+21.8% | Added |
| Ethos Financial Group, LLC | 928 | $545.0K | 0.09% | −140−13.1% | Reduced |
| Morris Retirement Advisors, LLC | 937 | $547.7K | 0.30% | +14+1.5% | Added |
| RFP Financial Group LLC | 942 | $550.7K | 0.18% | +342+57.0% | Added |
| HBC Financial Services, PLLC | 1,012 | $552.0K | 0.34% | +12+1.2% | Added |
| Simon Quick Advisors, LLC | 946 | $553.1K | 0.03% | +178+23.2% | Added |
| Trust Co of Virginia | 950 | $555.3K | 0.05% | −5−0.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 950 | $555.3K | 0.35% | −150−13.6% | Reduced |
| Curtis Advisory Group, LLC | 950 | $555.3K | 0.16% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 952 | $556.6K | 0.20% | +172+22.1% | Added |
| Joel Isaacson & Co., LLC | 953 | $557.1K | 0.03% | −55−5.5% | Reduced |
| Tudor Financial Inc. | 953 | $557.2K | 0.34% | +953 | New |
| Biltmore Family Office, LLC | 954 | $557.7K | 0.10% | +5+0.5% | Added |
| Insight 2811, Inc. | 965 | $564.1K | 0.28% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 966 | $564.7K | 0.20% | −90−8.5% | Reduced |
| Widmann Financial Services, Inc. | 968 | $565.9K | 0.43% | +20+2.1% | Added |
| Fortitude Family Office, LLC | 968 | $565.9K | 0.22% | +20+2.1% | Added |
| DT Investment Partners, LLC | 968 | $565.9K | 0.05% | +24+2.5% | Added |
| Mogy Joel R Investment Counsel Inc | 969 | $566.6K | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 970 | $567.0K | 0.78% | −1,446−59.9% | Reduced |
| AlphaCore Capital LLC | 971 | $567.6K | 0.13% | +971 | New |
| Chase Investment Counsel Corp | 972 | $568.0K | 0.19% | +101+11.6% | Added |
| Westover Capital Advisors, LLC | 974 | $569.4K | 0.11% | −10−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 974 | $569.4K | 0.06% | −79−7.5% | Reduced |
| OMNI 360 Wealth, Inc. | 975 | $569.9K | 0.39% | −10−1.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 975 | $569.9K | 0.52% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 976 | $570.3K | 0.19% | −16−1.6% | Reduced |
| Eagle Global Advisors LLC | 976 | $570.5K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 977 | $571.1K | 0.35% | −130−11.7% | Reduced |
| NCM Capital Management, LLC | 977 | $571.1K | 0.27% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 978 | $571.6K | 0.04% | +6+0.6% | Added |
| Riverpark Capital Management LLC | 980 | $572.9K | 1.04% | −500−33.8% | Reduced |
| LaFleur & Godfrey LLC | 980 | $573.0K | 0.08% | +1+0.1% | Added |
| CFM Wealth Partners LLC | 981 | $573.5K | 0.10% | +20+2.1% | Added |
| Salem Investment Counselors Inc | 981 | $573.5K | 0.02% | −53−5.1% | Reduced |
| Cornerstone Planning Group LLC | 1,051 | $574.5K | 0.15% | −88−7.7% | Reduced |
| Advisors Preferred, LLC | 949 | $575.0K | 0.09% | +208+28.1% | Added |
| Liberty Capital Management, Inc. | 984 | $575.2K | 0.13% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 991 | $579.3K | 0.14% | −46−4.4% | Reduced |
| First National Bank Sioux Falls | 993 | $580.5K | 0.26% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 993 | $580.5K | 0.19% | +993 | New |
| Evoke Wealth, LLC | 996 | $582.2K | 0.02% | +996 | New |
| Catalytic Wealth RIA, LLC | 998 | $583.4K | 0.10% | −109−9.8% | Reduced |
| Hourglass Capital, LLC | 1,000 | $584.6K | 0.16% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,000 | $584.6K | 0.06% | 00.0% | Unchanged |
| Affiance Financial, LLC | 1,000 | $584.6K | 0.14% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 1,001 | $585.0K | 0.42% | −464−31.7% | Reduced |
| Inspire Advisors, LLC | 1,001 | $585.0K | 0.07% | +10+1.0% | Added |
| Truefg, LLC | 1,001 | $585.1K | 0.19% | 00.0% | Unchanged |