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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 1,016 | $593.6K | 0.23% | +3+0.3% | Added |
| Fort Point Capital Partners LLC | 1,004 | $586.9K | 0.07% | +31+3.2% | Added |
| Raleigh Capital Management Inc. | 1,004 | $586.7K | 0.23% | +157+18.5% | Added |
| Meridian Financial, LLC | 1,001 | $585.4K | 0.39% | 00.0% | Unchanged |
| Truefg, LLC | 1,001 | $585.1K | 0.19% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,001 | $585.0K | 0.07% | +10+1.0% | Added |
| Mosaic Financial Group, LLC | 1,001 | $585.0K | 0.42% | −464−31.7% | Reduced |
| Hourglass Capital, LLC | 1,000 | $584.6K | 0.16% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,000 | $584.6K | 0.06% | 00.0% | Unchanged |
| Affiance Financial, LLC | 1,000 | $584.6K | 0.14% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 998 | $583.4K | 0.10% | −109−9.8% | Reduced |
| Evoke Wealth, LLC | 996 | $582.2K | 0.02% | +996 | New |
| First National Bank Sioux Falls | 993 | $580.5K | 0.26% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 993 | $580.5K | 0.19% | +993 | New |
| KPP Advisory Services LLC | 991 | $579.3K | 0.14% | −46−4.4% | Reduced |
| Liberty Capital Management, Inc. | 984 | $575.2K | 0.13% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 949 | $575.0K | 0.09% | +208+28.1% | Added |
| Cornerstone Planning Group LLC | 1,051 | $574.5K | 0.15% | −88−7.7% | Reduced |
| Salem Investment Counselors Inc | 981 | $573.5K | 0.02% | −53−5.1% | Reduced |
| CFM Wealth Partners LLC | 981 | $573.5K | 0.10% | +20+2.1% | Added |
| LaFleur & Godfrey LLC | 980 | $573.0K | 0.08% | +1+0.1% | Added |
| Riverpark Capital Management LLC | 980 | $572.9K | 1.04% | −500−33.8% | Reduced |
| Sound Income Strategies, LLC | 978 | $571.6K | 0.04% | +6+0.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 977 | $571.1K | 0.35% | −130−11.7% | Reduced |
| NCM Capital Management, LLC | 977 | $571.1K | 0.27% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 976 | $570.5K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 976 | $570.3K | 0.19% | −16−1.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 975 | $569.9K | 0.52% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 975 | $569.9K | 0.39% | −10−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 974 | $569.4K | 0.06% | −79−7.5% | Reduced |
| Westover Capital Advisors, LLC | 974 | $569.4K | 0.11% | −10−1.0% | Reduced |
| Chase Investment Counsel Corp | 972 | $568.0K | 0.19% | +101+11.6% | Added |
| AlphaCore Capital LLC | 971 | $567.6K | 0.13% | +971 | New |
| Range Financial Group LLC | 970 | $567.0K | 0.78% | −1,446−59.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 969 | $566.6K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 968 | $565.9K | 0.05% | +24+2.5% | Added |
| Widmann Financial Services, Inc. | 968 | $565.9K | 0.43% | +20+2.1% | Added |
| Fortitude Family Office, LLC | 968 | $565.9K | 0.22% | +20+2.1% | Added |
| Sterling Investment Counsel, LLC | 966 | $564.7K | 0.20% | −90−8.5% | Reduced |
| Insight 2811, Inc. | 965 | $564.1K | 0.28% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 954 | $557.7K | 0.10% | +5+0.5% | Added |
| Tudor Financial Inc. | 953 | $557.2K | 0.34% | +953 | New |
| Joel Isaacson & Co., LLC | 953 | $557.1K | 0.03% | −55−5.5% | Reduced |
| Tempus Wealth Planning, LLC | 952 | $556.6K | 0.20% | +172+22.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 950 | $555.3K | 0.35% | −150−13.6% | Reduced |
| Curtis Advisory Group, LLC | 950 | $555.3K | 0.16% | 00.0% | Unchanged |
| Trust Co of Virginia | 950 | $555.3K | 0.05% | −5−0.5% | Reduced |
| Simon Quick Advisors, LLC | 946 | $553.1K | 0.03% | +178+23.2% | Added |
| HBC Financial Services, PLLC | 1,012 | $552.0K | 0.34% | +12+1.2% | Added |
| RFP Financial Group LLC | 942 | $550.7K | 0.18% | +342+57.0% | Added |
| Morris Retirement Advisors, LLC | 937 | $547.7K | 0.30% | +14+1.5% | Added |
| Ethos Financial Group, LLC | 928 | $545.0K | 0.09% | −140−13.1% | Reduced |
| Occidental Asset Management, LLC | 932 | $545.0K | 0.09% | +167+21.8% | Added |
| Creekmur Asset Management LLC | 932 | $544.6K | 0.13% | −99−9.6% | Reduced |
| Granite Investment Partners, LLC | 930 | $543.6K | 0.02% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 929 | $543.1K | 0.26% | −12−1.3% | Reduced |
| Tandem Capital Management Corp | 925 | $540.7K | 0.28% | −35−3.6% | Reduced |
| Plancorp, LLC | 925 | $540.7K | 0.02% | +9+1.0% | Added |
| Cullen Investment Group, Ltd. | 924 | $540.3K | 0.08% | +68+7.9% | Added |
| Perfromance Wealth Partners, LLC | 924 | $540.1K | 0.02% | +142+18.2% | Added |
| AlphaMark Advisors, LLC | 924 | $540.0K | 0.19% | 00.0% | Unchanged |
| Equitable Trust Co | 923 | $539.5K | 0.03% | +10+1.1% | Added |
| Signal Advisors Wealth, LLC | 921 | $538.2K | 0.08% | +921 | New |
| Demars Financial Group, LLC | 920 | $537.7K | 0.25% | +1+0.1% | Added |
| Catalyst Financial Partners LLC | 917 | $536.0K | 0.10% | +82+9.8% | Added |
| Legacy Advisors, LLC | 917 | $536.0K | 0.06% | +227+32.9% | Added |
| Bullock Wealth Management Group | 884 | $535.1K | 0.32% | +221+33.3% | Added |
| Ballast Advisors LLC | 914 | $534.3K | 0.17% | −100−9.9% | Reduced |
| Alliance Wealth Advisors, LLC | 914 | $534.3K | 0.31% | −3−0.3% | Reduced |
| Alera Investment Advisors, LLC | 914 | $534.3K | 0.06% | +63+7.4% | Added |
| Redwood Wealth Management Group, LLC | 912 | $533.3K | 0.26% | −62−6.4% | Reduced |
| Norris Perne & French LLP | 911 | $532.5K | 0.04% | +6+0.7% | Added |
| Congress Park Capital LLC | 910 | $532.0K | 0.20% | −25−2.7% | Reduced |
| Riverview Trust Co | 908 | $530.8K | 0.47% | −4−0.4% | Reduced |
| Baldwin Brothers Inc | 908 | $530.8K | 0.04% | +866+2,061.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 907 | $530.2K | 0.01% | +114+14.4% | Added |
| Wintrust Investments LLC | 907 | $530.0K | 0.39% | −8,091−89.9% | Reduced |
| Select Asset Management & Trust | 907 | $530.0K | 0.20% | 00.0% | Unchanged |
| Centennial Bank | 906 | $529.6K | 0.24% | −50−5.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 905 | $529.2K | 0.22% | +94+11.6% | Added |
| Monograph Wealth Advisors, LLC | 905 | $529.1K | 0.07% | −245−21.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 902 | $527.2K | 0.08% | −2−0.2% | Reduced |
| Fulcrum Equity Management | 900 | $525.9K | 0.44% | +40+4.7% | Added |
| Blueprint Investment Partners LLC | 898 | $525.1K | 0.10% | +116+14.8% | Added |
| Shelton Wealth Management, LLC | 898 | $525.1K | 0.30% | +1+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 896 | $523.7K | 0.11% | +58+6.9% | Added |
| Keystone Wealth Services, LLC | 894 | $522.7K | 0.14% | +894 | New |
| Private Capital Management, LLC | 894 | $522.3K | 0.06% | +15+1.7% | Added |
| High Falls Advisors, Inc | 890 | $520.1K | 0.12% | +5+0.6% | Added |
| Florida Financial Advisors, LLC | 890 | $520.0K | 0.27% | +145+19.5% | Added |
| Mairs & Power Inc | 888 | $519.1K | 0.00% | +98+12.4% | Added |
| Peoples Bank | 887 | $518.5K | 0.35% | 00.0% | Unchanged |
| NVWM, LLC | 886 | $517.9K | 0.13% | −289−24.6% | Reduced |
| V-Square Quantitative Management LLC | 886 | $517.9K | 0.08% | −130−12.8% | Reduced |
| Rosenberg Matthew Hamilton | 886 | $517.9K | 0.14% | +11+1.3% | Added |
| NWF Advisory Services Inc. | 882 | $515.8K | 0.08% | −2−0.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 881 | $515.0K | 0.10% | −53−5.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 880 | $514.5K | 0.16% | +215+32.3% | Added |
| New Republic Capital, LLC | 879 | $514.0K | 0.30% | +25+2.9% | Added |
| Community Trust & Investment Co | 878 | $513.2K | 0.03% | +878 | New |