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 |
|---|---|---|---|---|---|
| Betterment LLC | 1,431 | $837.0K | 0.00% | +2+0.1% | Added |
| Trueblood Wealth Management, LLC | 1,429 | $835.3K | 0.42% | −8−0.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,425 | $833.0K | 0.07% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,423 | $831.8K | 0.44% | +757+113.7% | Added |
| CWC Advisors, LLC. | 1,419 | $829.5K | 0.82% | +1,419 | New |
| Baker Avenue Asset Management, LP | 1,411 | $824.9K | 0.03% | +798+130.2% | Added |
| WBH Advisory Inc | 1,409 | $823.5K | 0.08% | −24−1.7% | Reduced |
| Kapstone Financial Advisors LLC | 1,413 | $822.9K | 0.50% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,407 | $822.7K | 0.10% | −40−2.8% | Reduced |
| Chatham Capital Group, Inc. | 1,404 | $820.7K | 0.13% | 00.0% | Unchanged |
| GDS Wealth Management | 1,402 | $819.6K | 0.08% | −52−3.6% | Reduced |
| Forte Capital LLC | 1,401 | $818.7K | 0.09% | +263+23.1% | Added |
| Wealth Dimensions Group, Ltd. | 1,399 | $817.6K | 0.21% | +3+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 1,395 | $815.9K | 0.41% | +8+0.6% | Added |
| STAR Financial Bank | 1,393 | $814.3K | 0.55% | −226−14.0% | Reduced |
| Nwam LLC | 1,389 | $812.2K | 0.05% | +1,389 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,387 | $810.8K | 0.30% | +17+1.2% | Added |
| Capital Advisors Wealth Management, LLC | 1,385 | $809.4K | 0.15% | +5+0.4% | Added |
| RW Investment Management LLC | 1,384 | $809.0K | 0.10% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,381 | $807.3K | 0.13% | +1,381 | New |
| First American Trust, FSB | 1,378 | $806.0K | 0.08% | −46−3.2% | Reduced |
| William B. Walkup & Associates, Inc. | 1,375 | $803.9K | 0.50% | −7−0.5% | Reduced |
| Hoey Investments, Inc | 1,721 | $803.9K | 0.15% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,374 | $803.2K | 0.13% | −106−7.2% | Reduced |
| Mason & Associates Inc | 1,373 | $802.6K | 0.20% | +52+3.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,712 | $799.5K | 0.30% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,366 | $798.5K | 0.11% | −32−2.3% | Reduced |
| Smith, Moore & Co. | 1,366 | $798.3K | 0.08% | +14+1.0% | Added |
| Financial Management Professionals, Inc. | 1,364 | $797.0K | 0.10% | +6+0.4% | Added |
| Bristlecone Advisors, LLC | 1,363 | $796.8K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,362 | $796.2K | 0.10% | +318+30.5% | Added |
| Breakwater Capital Group | 1,361 | $795.6K | 0.16% | +225+19.8% | Added |
| Northcape Wealth Management, LLC | 1,360 | $795.0K | 0.26% | −1−0.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,359 | $794.4K | 0.07% | 00.0% | Unchanged |
| SL Advisors, LLC | 1,356 | $792.7K | 1.43% | +6+0.4% | Added |
| Farmers & Merchants Investments Inc | 1,355 | $792.1K | 0.02% | −225−14.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,353 | $791.4K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,354 | $791.0K | 0.05% | −2,046−60.2% | Reduced |
| Paulson Wealth Management Inc. | 1,351 | $789.7K | 0.21% | +3+0.2% | Added |
| Prelude Capital Management, LLC | 1,351 | $789.7K | 0.06% | +391+40.7% | Added |
| Rockland Trust Co | 1,350 | $789.2K | 0.04% | −85−5.9% | Reduced |
| Carnegie Lake Advisors LLC | 1,350 | $789.0K | 0.31% | +1,350 | New |
| Pinnacle West Asset Management, Inc. | 1,345 | $786.0K | 0.56% | +15+1.1% | Added |
| Murphy Pohlad Asset Management LLC | 1,339 | $782.7K | 0.33% | −32−2.3% | Reduced |
| Gsa Capital Partners LLP | 1,335 | $780.0K | 0.06% | +1,335 | New |
| Toth Financial Advisory Corp | 1,333 | $779.1K | 0.09% | −6−0.4% | Reduced |
| Oxford Financial Group Ltd | 1,330 | $777.5K | 0.05% | −129−8.8% | Reduced |
| Silver Coast Investments LLC | 1,330 | $777.5K | 0.29% | +10+0.8% | Added |
| Gilman Hill Asset Management, LLC | 1,327 | $775.7K | 0.13% | −135−9.2% | Reduced |
| Mechanics Financial Corp | 1,327 | $775.7K | 0.34% | 00.0% | Unchanged |
| Eastern Bank | 1,322 | $772.8K | 0.01% | +1,322 | New |
| Garrison Point Advisors, LLC | 1,322 | $772.8K | 0.48% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1,310 | $765.8K | 0.16% | −77−5.6% | Reduced |
| Sherbrooke Park Advisers LLC | 1,308 | $764.6K | 0.18% | +213+19.5% | Added |
| SignalPoint Asset Management, LLC | 1,312 | $764.1K | 0.18% | −33−2.5% | Reduced |
| Monument Capital Management | 1,307 | $764.0K | 0.21% | +43+3.4% | Added |
| Coastal Investment Advisors, Inc. | 1,248 | $762.2K | 0.35% | −1,187−48.7% | Reduced |
| Trust Co | 1,303 | $761.7K | 0.09% | −346−21.0% | Reduced |
| United Advisor Group, LLC | 1,302 | $760.9K | 0.17% | +5+0.4% | Added |
| CSS LLC | 1,300 | $759.9K | 0.04% | −200−13.3% | Reduced |
| MSH Capital Advisors LLC | 1,300 | $759.9K | 0.23% | +1+0.1% | Added |
| Resurgent Financial Advisors LLC | 1,299 | $759.3K | 0.44% | +45+3.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,288 | $752.9K | 0.10% | −918−41.6% | Reduced |
| Kelly Financial Services LLC | 1,287 | $752.5K | 0.28% | +77+6.4% | Added |
| Kozak & Associates, Inc. | 1,227 | $752.2K | 0.18% | +6+0.5% | Added |
| Latitude Advisors, LLC | 1,282 | $749.4K | 0.42% | −73−5.4% | Reduced |
| Means Investment Co., Inc. | 1,281 | $749.1K | 0.08% | +6+0.5% | Added |
| Eagle Ridge Investment Management | 1,281 | $748.8K | 0.07% | 00.0% | Unchanged |
| Retirement Planning Group | 1,281 | $748.8K | 0.04% | +705+122.4% | Added |
| Smart Money Group LLC | 1,370 | $748.1K | 0.27% | +97+7.6% | Added |
| Wolff Financial Management LLC | 1,262 | $738.0K | 0.20% | +1,262 | New |
| Promethium Advisors,llc | 1,261 | $737.1K | 0.52% | +1,261 | New |
| Tradewinds, LLC. | 1,259 | $736.0K | 0.23% | −6−0.5% | Reduced |
| Vista Wealth Management Group, LLC | 1,257 | $734.8K | 0.05% | +39+3.2% | Added |
| Leo Wealth, LLC | 1,256 | $734.1K | 0.07% | −2−0.2% | Reduced |
| Tradition Wealth Management, LLC | 1,256 | $734.0K | 0.07% | +4+0.3% | Added |
| CWS Financial Advisors, LLC | 1,254 | $733.3K | 0.26% | +82+7.0% | Added |
| Capstone Investment Advisors, LLC | 1,253 | $732.5K | 0.01% | +1,253 | New |
| Wealth Management Associates, Inc. | 1,252 | $731.9K | 0.32% | −10−0.8% | Reduced |
| Pallas Capital Advisors LLC | 1,296 | $731.2K | 0.03% | −115−8.2% | Reduced |
| Enterprise Financial Services Corp | 1,250 | $730.7K | 0.43% | −261−17.3% | Reduced |
| Wela Strategies, Inc. | 1,248 | $729.7K | 0.32% | −111−8.2% | Reduced |
| Avestar Capital, LLC | 1,248 | $729.5K | 0.08% | +62+5.2% | Added |
| Shum Financial Group, Inc. | 1,334 | $729.4K | 0.61% | +1,334 | New |
| Schnieders Capital Management LLC | 1,246 | $728.4K | 0.14% | −56−4.3% | Reduced |
| Crescent Sterling, Ltd. | 1,245 | $727.8K | 0.69% | −23−1.8% | Reduced |
| Keystone Financial Group | 1,244 | $727.1K | 0.09% | −60−4.6% | Reduced |
| BCJ Capital Management, LLC | 1,238 | $723.7K | 0.05% | −117−8.6% | Reduced |
| Cresta Advisors, Ltd. | 1,237 | $723.4K | 0.38% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,234 | $721.3K | 0.06% | +74+6.4% | Added |
| Vivid Wealth Management, LLC | 1,226 | $716.4K | 0.37% | +4+0.3% | Added |
| PFC Capital Group, Inc. | 1,220 | $713.0K | 0.34% | 00.0% | Unchanged |
| Intrust Bank NA | 1,217 | $711.4K | 0.07% | +70+6.1% | Added |
| JT Stratford LLC | 1,210 | $707.3K | 0.12% | +130+12.0% | Added |
| Manhattan West Asset Management, LLC | 1,209 | $706.7K | 0.18% | +3+0.2% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $705.0K | 0.35% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,200 | $701.7K | 0.03% | +15+1.3% | Added |
| Carmel Capital Partners, LLC | 1,200 | $701.5K | 0.27% | +27+2.3% | Added |
| Accel Wealth Management | 1,199 | $700.8K | 0.26% | −49−3.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1,196 | $699.2K | 0.13% | +6+0.5% | Added |