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; 2,795 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 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 2,012 | $1.18M | 0.39% | −420−17.3% | Reduced |
| Harbour Capital Advisors, LLC | 1,943 | $1.18M | 0.27% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 2,011 | $1.18M | 0.55% | −168−7.7% | Reduced |
| Oxford Wealth Group, LLC | 2,004 | $1.17M | 0.95% | −823−29.1% | Reduced |
| Opus Investment Management Inc | 2,000 | $1.17M | 0.82% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,000 | $1.17M | 0.03% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 2,000 | $1.17M | 2.31% | +2,000 | New |
| Cito Capital Group, LLC | 2,000 | $1.17M | 0.44% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,988 | $1.16M | 0.64% | −34−1.7% | Reduced |
| Columbus Macro, LLC | 1,966 | $1.16M | 0.42% | −33−1.7% | Reduced |
| Duncker Streett & Co Inc | 1,982 | $1.16M | 0.21% | 00.0% | Unchanged |
| TL Private Wealth | 1,910 | $1.16M | 0.52% | −25−1.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,978 | $1.16M | 0.11% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,976 | $1.15M | 0.48% | +7+0.4% | Added |
| Aspen Investment Management Inc | 1,974 | $1.15M | 0.54% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,963 | $1.15M | 0.13% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 1,957 | $1.14M | 0.98% | +1,957 | New |
| CBOE Vest Financial, LLC | 1,956 | $1.14M | 0.02% | +1,162+146.3% | Added |
| DeDora Capital, Inc. | 1,947 | $1.14M | 0.32% | −9−0.5% | Reduced |
| Texas Yale Capital Corp. | 1,943 | $1.14M | 0.05% | +85+4.6% | Added |
| West Branch Capital LLC | 1,940 | $1.13M | 0.39% | +2+0.1% | Added |
| Keystone Financial Planning, Inc. | 1,936 | $1.13M | 0.34% | −2−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 1,924 | $1.13M | 0.85% | −997−34.1% | Reduced |
| Waverton Investment Management Ltd | 1,935 | $1.13M | 0.02% | 00.0% | Unchanged |
| SRN Advisors, LLC | 1,933 | $1.13M | 1.00% | −86−4.3% | Reduced |
| City State Bank | 1,922 | $1.12M | 0.41% | −15−0.8% | Reduced |
| Pioneer Trust Bank N A | 1,920 | $1.12M | 0.29% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,918 | $1.12M | 0.00% | +1,918 | New |
| Hudson Valley Investment Advisors Inc | 1,915 | $1.12M | 0.12% | −148−7.2% | Reduced |
| Easterly Investment Partners LLC | 1,910 | $1.12M | 0.09% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 1,905 | $1.11M | 1.18% | +92+5.1% | Added |
| Birinyi Associates Inc | 1,900 | $1.11M | 0.32% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,898 | $1.11M | 0.00% | −1,402−42.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,897 | $1.11M | 0.27% | −3−0.2% | Reduced |
| Prossimo Advisors, LLC | 1,881 | $1.10M | 0.80% | +3+0.2% | Added |
| Good Life Advisors, LLC | 1,883 | $1.10M | 0.07% | +326+20.9% | Added |
| Lindbrook Capital, LLC | 1,877 | $1.10M | 0.10% | +28+1.5% | Added |
| Watts Gwilliam & Co., LLC | 1,802 | $1.10M | 0.24% | +1,802 | New |
| Intrepid Capital Management Inc | 1,873 | $1.09M | 0.61% | +70+3.9% | Added |
| Oakworth Capital, Inc. | 1,873 | $1.09M | 0.08% | +6+0.3% | Added |
| Davis Capital Management | 1,872 | $1.09M | 0.87% | +88+4.9% | Added |
| Rockingstone Advisors LLC | 1,868 | $1.09M | 0.54% | −67−3.5% | Reduced |
| Verus Capital Partners, LLC | 1,864 | $1.09M | 0.11% | +57+3.2% | Added |
| Capital Market Strategies LLC | 1,866 | $1.09M | 0.66% | −25−1.3% | Reduced |
| Rodgers Brothers Inc. | 1,866 | $1.09M | 0.14% | −1,625−46.5% | Reduced |
| Savoie Capital LLC | 1,863 | $1.09M | 0.13% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 1,859 | $1.09M | 0.04% | −5−0.3% | Reduced |
| Strait & Sound Wealth Management LLC | 1,858 | $1.09M | 0.53% | −12−0.6% | Reduced |
| Capula Management Ltd | 1,858 | $1.09M | 0.01% | +1,858 | New |
| Talon Private Wealth, LLC | 1,852 | $1.08M | 0.23% | +1,852 | New |
| Plato Investment Management Ltd | 1,852 | $1.08M | 0.09% | +734+65.7% | Added |
| Geller Advisors LLC | 1,849 | $1.08M | 0.07% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,848 | $1.08M | 0.10% | +41+2.3% | Added |
| Prio Wealth Limited Partnership | 1,846 | $1.08M | 0.03% | +8+0.4% | Added |
| Charter Trust Co | 1,844 | $1.08M | 0.07% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,844 | $1.08M | 0.12% | +349+23.3% | Added |
| First Trust Investment Solutions L.P. | 1,842 | $1.08M | 0.12% | +889+93.3% | Added |
| Register Financial Advisors LLC | 1,840 | $1.08M | 0.55% | 00.0% | Unchanged |
| Cooper Financial Group | 1,838 | $1.07M | 0.14% | −631−25.6% | Reduced |
| Fortem Financial Group, LLC | 1,832 | $1.07M | 0.44% | +270+17.3% | Added |
| TCI Wealth Advisors, Inc. | 1,832 | $1.07M | 0.09% | −119−6.1% | Reduced |
| Oder Investment Management, LLC | 1,823 | $1.07M | 0.92% | −7−0.4% | Reduced |
| Oak Asset Management, LLC | 1,817 | $1.06M | 0.38% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,809 | $1.06M | 0.18% | −45−2.4% | Reduced |
| Key Financial Inc | 1,806 | $1.06M | 0.23% | +28+1.6% | Added |
| MidWestOne Financial Group, Inc. | 1,803 | $1.05M | 0.15% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,801 | $1.05M | 0.11% | −20−1.1% | Reduced |
| Diamant Asset Management, Inc. | 1,800 | $1.05M | 0.66% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,790 | $1.05M | 0.45% | +18+1.0% | Added |
| Douglass Winthrop Advisors, LLC | 1,789 | $1.05M | 0.02% | +76+4.4% | Added |
| Meiji Yasuda Life Insurance Co | 1,784 | $1.04M | 0.02% | +1,784 | New |
| CTC LLC | 1,784 | $1.04M | 0.05% | +1,784 | New |
| Renaissance Group LLC | 1,783 | $1.04M | 0.04% | −98−5.2% | Reduced |
| Everhart Financial Group, Inc. | 1,782 | $1.04M | 0.23% | +496+38.6% | Added |
| My Legacy Advisors, LLC | 1,780 | $1.04M | 0.41% | −375−17.4% | Reduced |
| Stony Point Wealth Management Inc. | 1,774 | $1.04M | 0.44% | +7+0.4% | Added |
| Legacy Capital Wealth Partners, LLC | 1,772 | $1.04M | 0.21% | −104−5.5% | Reduced |
| WP Advisors, LLC | 1,765 | $1.03M | 0.38% | −241−12.0% | Reduced |
| Beaumont Financial Advisors, LLC | 1,764 | $1.03M | 0.08% | −68−3.7% | Reduced |
| RKL Wealth Management LLC | 1,756 | $1.03M | 0.09% | −169−8.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,756 | $1.03M | 0.22% | +1,002+132.9% | Added |
| Hudock, Inc. | 1,753 | $1.02M | 0.18% | −14−0.8% | Reduced |
| Financial Planning & Information Services, Inc. | 1,745 | $1.02M | 0.14% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,744 | $1.02M | 0.81% | +6+0.3% | Added |
| Goldstone Financial Group, LLC | 1,740 | $1.02M | 0.18% | +30+1.8% | Added |
| Vicus Capital | 1,739 | $1.02M | 0.09% | −536−23.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,738 | $1.02M | 0.25% | −12−0.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,738 | $1.02M | 0.70% | −10−0.6% | Reduced |
| Umpqua Bank | 1,737 | $1.02M | 0.37% | +14+0.8% | Added |
| CFO4Life Group, LLC | 1,735 | $1.01M | 0.18% | +28+1.6% | Added |
| Keudell/Morrison Wealth Management | 1,735 | $1.01M | 0.28% | −4−0.2% | Reduced |
| HF Advisory Group, LLC | 1,731 | $1.01M | 0.47% | −180−9.4% | Reduced |
| Delta Financial Advisors LLC | 1,730 | $1.01M | 0.37% | +369+27.1% | Added |
| Klingman & Associates, LLC | 1,729 | $1.01M | 0.06% | +19+1.1% | Added |
| Goldstream Capital Management Ltd | 1,727 | $1.01M | 0.46% | +1,727 | New |
| Mill Creek Capital Advisors, LLC | 1,717 | $1.00M | 0.02% | −88−4.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,716 | $1.00M | 0.06% | +1,716 | New |
| Goldstein Advisors, LLC | 1,713 | $1.00M | 0.15% | −18−1.0% | Reduced |
| First Hawaiian Bank | 1,711 | $1.00M | 0.03% | −648−27.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,710 | $1.00M | 0.00% | −11,991−87.5% | Reduced |