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 |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 3,775 | $2.21M | 0.42% | −64−1.7% | Reduced |
| Ballentine Partners, LLC | 3,772 | $2.20M | 0.04% | +176+4.9% | Added |
| Thrive Wealth Management, LLC | 3,771 | $2.20M | 0.40% | −34−0.9% | Reduced |
| Thrive Capital Management, LLC | 3,757 | $2.20M | 1.03% | −609−13.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 3,756 | $2.20M | 0.51% | +107+2.9% | Added |
| Garrett Wealth Advisory Group, LLC | 3,753 | $2.19M | 0.54% | +6+0.2% | Added |
| Aureus Asset Management, LLC | 3,746 | $2.19M | 0.14% | −5−0.1% | Reduced |
| Matrix Trust Co | 3,745 | $2.19M | 0.41% | −2−0.1% | Reduced |
| Valmark Advisers, Inc. | 3,740 | $2.19M | 0.03% | −10−0.3% | Reduced |
| Axq Capital, LP | 3,727 | $2.18M | 0.66% | +1,818+95.2% | Added |
| Pacifica Partners Inc. | 3,726 | $2.18M | 0.90% | −220−5.6% | Reduced |
| PBMares Wealth Management LLC | 3,723 | $2.18M | 0.45% | +10+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 3,722 | $2.18M | 0.06% | +687+22.6% | Added |
| Investors Asset Management of Georgia Inc | 3,714 | $2.17M | 1.02% | +10.0% | Added |
| Two Sigma Securities, LLC | 3,712 | $2.17M | 0.17% | −2,393−39.2% | Reduced |
| William Allan, LLC | 3,704 | $2.17M | 1.34% | −18−0.5% | Reduced |
| Access Financial Services, Inc. | 3,702 | $2.16M | 0.99% | −793−17.6% | Reduced |
| Arvest Investments, Inc. | 3,691 | $2.16M | 0.33% | −1,530−29.3% | Reduced |
| Kathmere Capital Management, LLC | 3,687 | $2.16M | 0.20% | +335+10.0% | Added |
| Capital Investment Counsel, LLC | 3,685 | $2.15M | 0.37% | +154+4.4% | Added |
| Compagnie Lombard Odier SCmA | 3,680 | $2.15M | 0.03% | −100−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,677 | $2.15M | 0.03% | +150+4.3% | Added |
| Buckley Wealth Management, LLC | 3,670 | $2.15M | 0.66% | −111−2.9% | Reduced |
| EPG Wealth Management LLC | 3,670 | $2.15M | 0.54% | +3,670 | Added |
| Edgestream Partners, L.P. | 3,667 | $2.14M | 0.09% | +497+15.7% | Added |
| Lake Street Advisors Group, LLC | 3,666 | $2.14M | 0.10% | −3,088−45.7% | Reduced |
| SeaCrest Wealth Management, LLC | 3,643 | $2.13M | 0.23% | +26+0.7% | Added |
| Scott & Selber, Inc. | 3,624 | $2.12M | 0.66% | −18−0.5% | Reduced |
| Schmidt P J Investment Management Inc | 3,612 | $2.11M | 0.36% | −44−1.2% | Reduced |
| Westhampton Capital, LLC | 3,610 | $2.11M | 1.07% | −10−0.3% | Reduced |
| Maia Wealth LLC | 3,740 | $2.11M | 0.52% | −42−1.1% | Reduced |
| South State Corp. | 3,603 | $2.11M | 0.15% | +336+10.3% | Added |
| Compton Wealth Advisory Group, LLC | 3,596 | $2.10M | 0.53% | +506+16.4% | Added |
| Sound View Wealth Advisors Group, LLC | 3,582 | $2.09M | 0.17% | +79+2.3% | Added |
| Fundamentun, LLC | 3,580 | $2.09M | 0.15% | −78−2.1% | Reduced |
| WCM Investment Management, LLC | 3,585 | $2.09M | 0.00% | +2,726+317.3% | Added |
| BluePath Capital Management, LLC | 3,565 | $2.08M | 1.31% | +224+6.7% | Added |
| Castle Rock Wealth Management, LLC | 3,415 | $2.08M | 0.50% | +42+1.2% | Added |
| Coastline Trust Co | 3,538 | $2.07M | 0.24% | +75+2.2% | Added |
| RDA Financial Network | 3,526 | $2.06M | 0.64% | −128−3.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,526 | $2.06M | 1.69% | +3,526 | New |
| Wolff Wiese Magana LLC | 3,516 | $2.06M | 1.41% | +15+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,495 | $2.04M | 0.13% | +367+11.7% | Added |
| W Advisors, LLC | 3,483 | $2.04M | 1.25% | +13+0.4% | Added |
| Garner Asset Management Corp | 3,480 | $2.04M | 0.94% | −14−0.4% | Reduced |
| Redmond Asset Management, LLC | 3,463 | $2.02M | 0.64% | −7−0.2% | Reduced |
| Legal Advantage Investments, Inc. | 3,445 | $2.01M | 1.11% | −25−0.7% | Reduced |
| OV Management LLC | 3,445 | $2.01M | 1.34% | +200+6.2% | Added |
| First City Capital Management, Inc. | 3,437 | $2.01M | 1.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,432 | $2.01M | 0.15% | +412+13.6% | Added |
| Counterweight Ventures, LLC | 3,432 | $2.01M | 1.42% | −26−0.8% | Reduced |
| Prosperity Consulting Group, LLC | 3,407 | $1.99M | 0.16% | +1,673+96.5% | Added |
| LRI Investments, LLC | 3,679 | $1.98M | 0.19% | +1,010+37.8% | Added |
| Aull & Monroe Investment Management Corp | 3,384 | $1.98M | 0.92% | −100−2.9% | Reduced |
| NorthRock Partners, LLC | 3,382 | $1.98M | 0.07% | −122−3.5% | Reduced |
| Mayflower Financial Advisors, LLC | 3,365 | $1.97M | 0.30% | −39−1.1% | Reduced |
| Pflug Koory, LLC | 3,363 | $1.97M | 0.97% | +3,363 | New |
| Richwood Investment Advisors, LLC | 3,356 | $1.96M | 1.62% | −118−3.4% | Reduced |
| New Hampshire Trust | 3,354 | $1.96M | 0.42% | +2+0.1% | Added |
| Alaethes Wealth LLC | 3,342 | $1.95M | 0.72% | −45−1.3% | Reduced |
| Red Cedar Investment Management, LLC | 3,341 | $1.95M | 0.25% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,339 | $1.95M | 0.19% | +27+0.8% | Added |
| Lindenwold Advisors | 3,338 | $1.95M | 0.98% | +31+0.9% | Added |
| Essex Savings Bank | 3,336 | $1.95M | 0.49% | +440+15.2% | Added |
| SageView Advisory Group, LLC | 3,319 | $1.94M | 0.10% | −916−21.6% | Reduced |
| Herold Advisors, Inc. | 3,317 | $1.94M | 0.42% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,316 | $1.94M | 0.26% | −509−13.3% | Reduced |
| Asset Dedication, LLC | 3,301 | $1.93M | 0.13% | −281−7.8% | Reduced |
| Taylor Financial Group, Inc. | 3,299 | $1.93M | 1.33% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,297 | $1.93M | 0.80% | +148+4.7% | Added |
| Capital International Inc | 3,286 | $1.92M | 0.02% | +171+5.5% | Added |
| Veracity Capital LLC | 3,274 | $1.91M | 0.73% | +647+24.6% | Added |
| Eagle Rock Investment Company, LLC | 3,259 | $1.91M | 0.32% | −105−3.1% | Reduced |
| Cunning Capital Partners, LP | 3,255 | $1.90M | 1.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3,247 | $1.90M | 0.58% | +865+36.3% | Added |
| TCM Advisors, LLC | – | $1.89M | 1.56% | – | – |
| Harvest Investment Advisors, LLC | 3,215 | $1.88M | 1.28% | −49−1.5% | Reduced |
| Beaton Management Co. Inc. | 3,207 | $1.88M | 0.95% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,206 | $1.87M | 0.55% | −1,450−31.1% | Reduced |
| Pullen Investment Management, LLC | 3,198 | $1.87M | 1.37% | +48+1.5% | Added |
| St Germain D J Co Inc | 3,195 | $1.87M | 0.09% | −50−1.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,434 | $1.87M | 0.71% | −54−1.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,171 | $1.85M | 0.46% | −29−0.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,161 | $1.85M | 0.09% | −6−0.2% | Reduced |
| Callahan Advisors, LLC | 3,161 | $1.85M | 0.18% | +172+5.8% | Added |
| Arete Wealth Advisors, LLC | 3,154 | $1.84M | 0.16% | +3,154 | New |
| Monetary Management Group Inc | 3,137 | $1.83M | 0.47% | +25+0.8% | Added |
| Lester Murray Antman dba SimplyRich | 3,132 | $1.83M | 0.51% | +367+13.3% | Added |
| Moser Wealth Advisors, LLC | 3,123 | $1.83M | 0.95% | +10.0% | Added |
| Optimum Investment Advisors | 3,120 | $1.82M | 0.79% | −70−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,115 | $1.82M | 0.12% | +95+3.1% | Added |
| Segment Wealth Management, LLC | 3,111 | $1.82M | 0.12% | −63−2.0% | Reduced |
| Vectors Research Management, LLC | 3,109 | $1.82M | 0.55% | −111−3.4% | Reduced |
| TrueMark Investments, LLC | 3,106 | $1.82M | 0.58% | +288+10.2% | Added |
| Guardian Wealth Management, Inc. | 3,103 | $1.81M | 1.28% | −15−0.5% | Reduced |
| First Financial Bank - Trust Division | 3,102 | $1.81M | 0.17% | −51−1.6% | Reduced |
| Wealth Alliance | 3,090 | $1.81M | 0.22% | +126+4.3% | Added |
| Guerra Pan Advisors, LLC | 3,087 | $1.80M | 1.44% | +12+0.4% | Added |
| Independence Bank of Kentucky | 3,086 | $1.80M | 0.39% | +577+23.0% | Added |
| McDonald Partners LLC | 3,075 | $1.80M | 0.45% | +527+20.7% | Added |