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
- 2,604
- +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
- 949 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 |
|---|---|---|---|---|---|
| Boomfish Wealth Group, LLC | 4,724 | $2.76M | 1.69% | −337−6.7% | Reduced |
| Smith, Salley & Associates | 4,719 | $2.76M | 0.18% | −19−0.4% | Reduced |
| Smithfield Trust Co | 4,710 | $2.75M | 0.14% | −13−0.3% | Reduced |
| Sandy Spring Bank | 4,680 | $2.74M | 0.11% | −81−1.7% | Reduced |
| Sweet Financial Partners, LLC | 4,668 | $2.73M | 0.59% | +229+5.2% | Added |
| iA Global Asset Management Inc. | 4,659 | $2.72M | 0.05% | +2,750+144.1% | Added |
| Csenge Advisory Group | 4,473 | $2.70M | 0.14% | +91+2.1% | Added |
| Lipe & Dalton | 4,610 | $2.69M | 1.36% | −20−0.4% | Reduced |
| Powers Advisory Group, LLC | 4,584 | $2.68M | 1.34% | +10+0.2% | Added |
| Caxton Associates LP | 4,579 | $2.68M | 0.12% | +3,797+485.5% | Added |
| International Assets Investment Management, LLC | 1,559,178 | $2.67M | 0.01% | +1,556,609+60,592.0% | Added |
| Milestone Asset Management, LLC | 4,558 | $2.66M | 0.60% | −851−15.7% | Reduced |
| Continuum Advisory, LLC | 4,916 | $2.65M | 0.34% | +20.0% | Added |
| Crestwood Advisors Group LLC | 4,533 | $2.65M | 0.05% | −94−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 4,531 | $2.65M | 0.20% | −112−2.4% | Reduced |
| Verity Asset Management, Inc. | 4,596 | $2.64M | 1.00% | +12+0.3% | Added |
| Summit Financial, LLC | 4,519 | $2.64M | 0.10% | +1,053+30.4% | Added |
| BFSG, LLC | 4,517 | $2.64M | 0.31% | −104−2.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,509 | $2.64M | 0.05% | −277−5.8% | Reduced |
| Nomura Holdings Inc | 4,510 | $2.64M | 0.02% | +1,213+36.8% | Added |
| Ashton Thomas Securities, LLC | 4,509 | $2.64M | 0.51% | +450+11.1% | Added |
| L.M. Kohn & Company | 4,509 | $2.64M | 0.67% | +124+2.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,507 | $2.63M | 0.40% | +10+0.2% | Added |
| GAMMA Investing LLC | 4,504 | $2.63M | 0.26% | +932+26.1% | Added |
| Kornitzer Capital Management Inc | 4,491 | $2.63M | 0.05% | +97+2.2% | Added |
| Sage Investment Advisers LLC | 4,479 | $2.62M | 2.74% | −731−14.0% | Reduced |
| Schrum Private Wealth Management LLC | 4,472 | $2.61M | 1.35% | +1,135+34.0% | Added |
| Forum Financial Management, LP | 4,471 | $2.61M | 0.04% | −5−0.1% | Reduced |
| Mystic Asset Management, Inc. | 4,456 | $2.61M | 0.98% | −15−0.3% | Reduced |
| Cordatus Wealth Management LLC | 4,433 | $2.59M | 0.93% | −6−0.1% | Reduced |
| Mission Wealth Management, LP | 4,422 | $2.58M | 0.06% | +114+2.6% | Added |
| Icon Wealth Advisors, LLC | 4,416 | $2.58M | 0.21% | −54−1.2% | Reduced |
| Creative Financial Designs Inc | 4,401 | $2.57M | 0.22% | +356+8.8% | Added |
| Icon Advisers Inc | 4,400 | $2.57M | 0.54% | 00.0% | Unchanged |
| Exeter Financial, LLC | 4,361 | $2.55M | 1.13% | +11+0.3% | Added |
| Evercore Wealth Management, LLC | 4,355 | $2.55M | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,351 | $2.54M | 0.06% | −7,559−63.5% | Reduced |
| Teza Capital Management LLC | 4,350 | $2.54M | 0.28% | −2,766−38.9% | Reduced |
| Country Club Bank | 4,342 | $2.53M | 0.17% | +452+11.6% | Added |
| Decatur Capital Management, Inc. | 4,311 | $2.52M | 1.16% | +5+0.1% | Added |
| Private Trust Co NA | 4,306 | $2.52M | 0.25% | +39+0.9% | Added |
| Premier Path Wealth Partners, LLC | 4,304 | $2.52M | 0.40% | −1,883−30.4% | Reduced |
| First Command Advisory Services, Inc. | 4,300 | $2.51M | 0.02% | +1,279+42.3% | Added |
| Claro Advisors LLC | 4,287 | $2.51M | 0.32% | +287+7.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,286 | $2.51M | 2.26% | −162−3.6% | Reduced |
| Simplicity Wealth,LLC | 4,282 | $2.50M | 0.23% | −6,219−59.2% | Reduced |
| RB Capital Management, LLC | 4,270 | $2.50M | 0.59% | +29+0.7% | Added |
| Bank Ozk | 4,268 | $2.49M | 1.03% | +63+1.5% | Added |
| Commonwealth Financial Services, LLC | 4,102 | $2.49M | 0.49% | +3+0.1% | Added |
| Greenup Street Wealth Management LLC | 4,223 | $2.47M | 0.51% | +2,138+102.5% | Added |
| Holderness Investments Co | 4,212 | $2.46M | 0.54% | +240+6.0% | Added |
| LWMG, LLC | 4,207 | $2.46M | 0.47% | −565−11.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4,198 | $2.45M | 0.13% | −173−4.0% | Reduced |
| PYA Waltman Capital, LLC | 4,188 | $2.45M | 0.80% | +203+5.1% | Added |
| GHP Investment Advisors, Inc. | 4,186 | $2.45M | 0.11% | +334+8.7% | Added |
| Fox Hill Wealth Management | 4,164 | $2.43M | 1.34% | +412+11.0% | Added |
| Leonteq Securities AG | 4,160 | $2.43M | 0.29% | +422+11.3% | Added |
| Jump Financial, LLC | 4,155 | $2.43M | 0.05% | −17,219−80.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,137 | $2.42M | 0.17% | −18−0.4% | Reduced |
| Anchor Investment Management, LLC | 4,125 | $2.41M | 0.23% | +320+8.4% | Added |
| Platform Technology Partners | 4,122 | $2.41M | 0.76% | +19+0.5% | Added |
| Payden & Rygel | 4,120 | $2.41M | 0.19% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,109 | $2.40M | 0.05% | +227+5.8% | Added |
| Kirtland Hills Capital Management, LLC | 4,108 | $2.40M | 1.32% | +48+1.2% | Added |
| Harmony Asset Management LLC | 4,100 | $2.40M | 0.88% | +537+15.1% | Added |
| IAM Advisory, LLC | 4,081 | $2.39M | 0.60% | +54+1.3% | Added |
| Optimist Retirement Group LLC | 4,057 | $2.37M | 1.07% | −37−0.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 4,040 | $2.36M | 1.71% | +20.0% | Added |
| Occudo Quantitative Strategies LP | 4,040 | $2.36M | 0.43% | −1,567−27.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,013 | $2.36M | 0.45% | +165+4.3% | Added |
| Cypress Capital Management LLC (WY) | 3,996 | $2.34M | 2.53% | −36−0.9% | Reduced |
| Sapient Capital LLC | 3,985 | $2.33M | 0.05% | −3,860−49.2% | Reduced |
| Cobblestone Capital Advisors LLC | 3,985 | $2.33M | 0.13% | −77−1.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,972 | $2.32M | 0.64% | +440+12.5% | Added |
| Golden State Equity Partners | 3,967 | $2.32M | 0.36% | +137+3.6% | Added |
| Acropolis Investment Management, LLC | 3,963 | $2.32M | 0.14% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 3,952 | $2.31M | 0.30% | −30−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 3,946 | $2.31M | 0.40% | −40−1.0% | Reduced |
| Virtus Family Office LLC | 3,937 | $2.30M | 3.04% | −31−0.8% | Reduced |
| Bollard Group LLC | 3,921 | $2.29M | 0.06% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,920 | $2.29M | 0.29% | −62−1.6% | Reduced |
| Horizon Investments, LLC | 3,911 | $2.29M | 0.06% | +11+0.3% | Added |
| Diversify Wealth Management, LLC | 3,999 | $2.28M | 0.22% | +832+26.3% | Added |
| Main Street Financial Solutions, LLC | 3,903 | $2.28M | 0.21% | −204−5.0% | Reduced |
| Epacria Capital Partners, LLC | 3,900 | $2.28M | 1.56% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,900 | $2.28M | 0.50% | +2,700+225.0% | Added |
| Central Bank & Trust Co | 3,899 | $2.28M | 0.31% | −198−4.8% | Reduced |
| Cypress Financial Planning LLC | 3,891 | $2.27M | 0.84% | +882+29.3% | Added |
| Napa Wealth Management | 3,881 | $2.27M | 1.07% | +3,881 | New |
| Schechter Investment Advisors, LLC | 3,856 | $2.25M | 0.17% | +238+6.6% | Added |
| Insigneo Advisory Services, LLC | 3,854 | $2.25M | 0.23% | −96−2.4% | Reduced |
| Sunbelt Securities, Inc. | 3,844 | $2.25M | 0.22% | +88+2.3% | Added |
| Pure Financial Advisors, Inc. | 3,839 | $2.24M | 0.05% | −342−8.2% | Reduced |
| River Road Asset Management, LLC | 3,834 | $2.24M | 0.03% | −190−4.7% | Reduced |
| Lakeview Capital Partners, LLC | 3,830 | $2.24M | 0.36% | −307−7.4% | Reduced |
| McMahon Financial Advisors, LLC | 3,818 | $2.23M | 0.49% | +713+23.0% | Added |
| Brighton Jones LLC | 3,804 | $2.22M | 0.08% | −152−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,789 | $2.21M | 0.12% | +87+2.4% | Added |
| LCM Capital Management Inc | 3,779 | $2.21M | 1.27% | +25+0.7% | Added |
| Islay Capital Management, LLC | 3,776 | $2.21M | 1.48% | 00.0% | Unchanged |