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 |
|---|---|---|---|---|---|
| Catalina Capital Group, LLC | 1,191 | $696.2K | 0.24% | +70+6.2% | Added |
| Compass Ion Advisors, LLC | 1,191 | $696.2K | 0.09% | −18−1.5% | Reduced |
| Guardian Wealth Advisors, LLC | 1,188 | $694.5K | 0.08% | +43+3.8% | Added |
| Strategic Wealth Partners, Ltd. | 1,185 | $692.9K | 0.07% | −37−3.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,245 | $691.3K | 0.17% | −25−2.0% | Reduced |
| Founders Financial Alliance, LLC | 1,182 | $691.1K | 0.19% | +99+9.1% | Added |
| Matisse Capital | 1,182 | $690.7K | 0.34% | +1+0.1% | Added |
| Shufro Rose & Co LLC | 1,477 | $690.1K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 1,178 | $688.5K | 0.04% | +594+101.7% | Added |
| Lion Street Advisors, LLC | 1,175 | $687.6K | 0.24% | +2+0.2% | Added |
| Masso Torrence Wealth Management Inc. | 1,175 | $686.9K | 0.37% | −16−1.3% | Reduced |
| West Family Investments, Inc. | 1,175 | $686.9K | 0.23% | +60+5.4% | Added |
| Richard W. Paul & Associates, LLC | 1,174 | $686.1K | 0.25% | −5−0.4% | Reduced |
| Cohen Investment Advisors LLC | 1,169 | $683.4K | 0.42% | −302−20.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,167 | $682.2K | 0.50% | +20+1.7% | Added |
| Keebeck Wealth Management, LLC | 1,163 | $679.8K | 0.10% | +2+0.2% | Added |
| Signature Estate & Investment Advisors LLC | 1,162 | $679.2K | 0.02% | +10+0.9% | Added |
| Gilbert & Cook, Inc. | 1,161 | $678.8K | 0.09% | −6−0.5% | Reduced |
| Alta Wealth Advisors LLC | 1,160 | $678.1K | 0.31% | +39+3.5% | Added |
| Confluence Wealth Services, Inc. | 1,159 | $677.1K | 0.05% | −726−38.5% | Reduced |
| Phoenix Wealth Advisors | 1,157 | $676.3K | 0.31% | −910−44.0% | Reduced |
| MCF Advisors LLC | 1,156 | $675.8K | 0.05% | −29−2.4% | Reduced |
| Prostatis Group LLC | 1,156 | $675.7K | 0.22% | −31−2.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,155 | $675.3K | 0.06% | +3+0.3% | Added |
| Fingerlakes Wealth Management, Inc. | 1,155 | $675.1K | 0.56% | −14−1.2% | Reduced |
| Concord Asset Management, LLC | 1,154 | $674.7K | 0.15% | +63+5.8% | Added |
| Evermay Wealth Management LLC | 1,154 | $674.3K | 0.11% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,113 | $674.3K | 0.12% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,153 | $674.0K | 0.02% | −5−0.4% | Reduced |
| Hobbs Group Advisors, LLC | 1,151 | $673.0K | 0.24% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,150 | $672.2K | 0.12% | +1+0.1% | Added |
| Almanack Investment Partners, LLC. | 1,149 | $671.7K | 0.11% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,150 | $671.6K | 0.25% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,148 | $671.5K | 0.03% | +166+16.9% | Added |
| AlphaStar Capital Management, LLC | 1,144 | $668.9K | 0.05% | −163−12.5% | Reduced |
| Willner & Heller, LLC | 1,143 | $668.3K | 0.60% | −45−3.8% | Reduced |
| Mather Group, LLC. | 1,143 | $667.9K | 0.01% | −631−35.6% | Reduced |
| Choate Investment Advisors | 1,139 | $665.8K | 0.02% | −42−3.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,136 | $664.0K | 0.06% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,134 | $662.9K | 0.22% | +16+1.4% | Added |
| Journey Strategic Wealth LLC | 1,133 | $662.2K | 0.02% | +113+11.1% | Added |
| Security National Bank of Sioux City Iowa | 1,126 | $658.2K | 0.40% | 00.0% | Unchanged |
| Perpetual Ltd | 1,125 | $657.6K | 0.01% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,125 | $657.6K | 0.41% | +442+64.7% | Added |
| Oak Family Advisors, LLC | 1,125 | $657.4K | 0.24% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 1,121 | $655.1K | 0.18% | −94−7.7% | Reduced |
| Clearview Wealth Advisors LLC | 1,120 | $654.7K | 0.50% | −33−2.9% | Reduced |
| Sterling Financial Group, Inc. | 1,112 | $650.0K | 0.28% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,111 | $649.4K | 0.14% | −212−16.0% | Reduced |
| Bell Bank | 1,109 | $648.3K | 0.08% | +11+1.0% | Added |
| David Loasby | 1,068 | $647.0K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,107 | $646.9K | 0.08% | +73+7.1% | Added |
| Callan Family Office, LLC | 1,103 | $644.8K | 0.11% | +76+7.4% | Added |
| Elevated Capital Advisors, LLC | 1,100 | $643.2K | 0.17% | +35+3.3% | Added |
| Bouchey Financial Group Ltd | 1,097 | $641.4K | 0.06% | +8+0.7% | Added |
| Kolinsky Wealth Management, LLC | 1,097 | $641.3K | 0.42% | −13−1.2% | Reduced |
| Berry Wealth Group, LP | 1,087 | $635.2K | 0.46% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 1,086 | $634.9K | 0.24% | +1,086 | New |
| Sawgrass Asset Management LLC | 1,085 | $634.2K | 0.07% | −24−2.2% | Reduced |
| First Dallas Securities Inc. | 1,075 | $628.4K | 0.26% | +500+87.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,071 | $626.0K | 0.13% | +381+55.2% | Added |
| BKD Wealth Advisors, LLC | 1,070 | $625.7K | 0.01% | −30−2.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,070 | $625.4K | 0.09% | +166+18.4% | Added |
| CFS Investment Advisory Services, LLC | 1,070 | $625.0K | 0.05% | +398+59.2% | Added |
| Meridian Management Co | 1,066 | $623.1K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,066 | $623.0K | 0.08% | +15+1.4% | Added |
| Per Stirling Capital Management, LLC. | 1,061 | $620.3K | 0.09% | +93+9.6% | Added |
| Legacy Capital Group California, Inc. | 1,061 | $620.2K | 0.21% | +121+12.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,060 | $619.6K | 0.02% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,058 | $618.6K | 0.39% | +16+1.5% | Added |
| Inscription Capital, LLC | 1,058 | $618.5K | 0.09% | +106+11.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,058 | $618.3K | 0.06% | −84−7.4% | Reduced |
| Chelsea Counsel Co | 1,057 | $617.9K | 0.30% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,053 | $615.8K | 0.15% | −17−1.6% | Reduced |
| KLCM Advisors, Inc. | 1,053 | $615.5K | 0.07% | +13+1.3% | Added |
| Manchester Capital Management LLC | 1,051 | $614.4K | 0.07% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,049 | $613.2K | 0.12% | −53−4.8% | Reduced |
| Darwin Advisors, LLC | 1,049 | $613.1K | 0.17% | +1,049 | New |
| East Coast Asset Management, LLC. | 1,047 | $612.0K | 0.20% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,046 | $611.2K | 0.18% | +141+15.6% | Added |
| Bangor Savings Bank | 1,043 | $609.7K | 0.06% | −6−0.6% | Reduced |
| Syntax Research, Inc. | 1,041 | $608.7K | 0.41% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,040 | $607.9K | 0.11% | −207−16.6% | Reduced |
| Davis R M Inc | 1,040 | $607.9K | 0.01% | −8−0.8% | Reduced |
| Mitchell Sinkler & Starr | 1,040 | $607.9K | 0.15% | +185+21.6% | Added |
| FLC Capital Advisors | 1,040 | $607.7K | 0.14% | −140−11.9% | Reduced |
| Peachtree Investment Partners, LLC | 1,040 | $607.7K | 0.23% | +224+27.5% | Added |
| Washington Trust Bank | 1,037 | $606.2K | 0.06% | +4+0.4% | Added |
| Trustco Bank Corp N Y | 1,032 | $603.3K | 0.61% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,031 | $603.0K | 0.25% | −35−3.3% | Reduced |
| Hanlon Investment Management, Inc. | 1,030 | $602.1K | 0.17% | +31+3.1% | Added |
| Olistico Wealth, LLC | 1,028 | $600.9K | 0.37% | +4+0.4% | Added |
| Orrstown Financial Services Inc | 1,028 | $600.9K | 0.18% | +422+69.6% | Added |
| Hamilton Point Investment Advisors, LLC | 1,027 | $600.3K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,026 | $599.8K | 0.06% | +129+14.4% | Added |
| Greenhouse Wealth Management, LLC | 1,024 | $598.9K | 0.40% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,023 | $598.0K | 0.18% | −18−1.7% | Reduced |
| SFG Wealth Management, LLC. | 1,022 | $597.6K | 0.32% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,021 | $596.8K | 0.11% | +2+0.2% | Added |
| Financial Gravity Companies, Inc. | 1,016 | $593.9K | 0.16% | +1,016 | New |