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 |
|---|---|---|---|---|---|
| Powell Investment Advisors, LLC | 737 | $430.8K | 0.20% | 00.0% | Unchanged |
| BBR Partners, LLC | 736 | $430.3K | 0.03% | −21−2.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 736 | $430.2K | 0.08% | +42+6.1% | Added |
| Mezzasalma Advisors, LLC | 735 | $429.7K | 0.17% | +30+4.3% | Added |
| W.H. Cornerstone Investments Inc. | 735 | $429.0K | 0.29% | +270+58.1% | Added |
| Detalus Advisors, LLC | 733 | $428.7K | 0.14% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 732 | $427.9K | 0.12% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 732 | $427.9K | 0.06% | +6+0.8% | Added |
| Driehaus Capital Management LLC | 732 | $427.9K | 0.00% | +732 | New |
| Howard Financial Services, Ltd. | 731 | $427.1K | 0.06% | +70+10.6% | Added |
| Quent Capital, LLC | 729 | $426.2K | 0.04% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 729 | $426.1K | 0.08% | −76−9.4% | Reduced |
| Old North State Wealth Management, LLC | 723 | $425.0K | 0.24% | −21−2.8% | Reduced |
| Mainstay Capital Management LLC | 726 | $424.4K | 0.07% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 725 | $424.0K | 0.13% | +725 | New |
| Zimmermann Investment Management & Planning LLC | 725 | $423.6K | 0.13% | +4+0.6% | Added |
| XR Securities LLC | 722 | $422.1K | 2.73% | −53−6.8% | Reduced |
| Edmp, Inc. | 721 | $421.4K | 0.35% | −145−16.7% | Reduced |
| Catalyst Private Wealth, LLC | 721 | $421.3K | 0.21% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 721 | $421.3K | 0.14% | −12−1.6% | Reduced |
| Curbstone Financial Management Corp | 720 | $420.9K | 0.09% | +720 | New |
| Philip James Wealth Mangement, LLC | 718 | $419.5K | 0.05% | +4+0.6% | Added |
| Cromwell Holdings LLC | 717 | $419.1K | 0.27% | 00.0% | Unchanged |
| River Street Advisors LLC | 717 | $419.1K | 0.23% | +147+25.8% | Added |
| Stokes Family Office, LLC | 716 | $418.5K | 0.05% | −508−41.5% | Reduced |
| Camden Capital, LLC | 715 | $418.2K | 0.05% | −74−9.4% | Reduced |
| Wealth Effects LLC | 711 | $415.6K | 0.15% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 710 | $415.0K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 710 | $415.0K | 0.06% | −141−16.6% | Reduced |
| Mathes Company, Inc. | 710 | $415.0K | 0.15% | −18−2.5% | Reduced |
| Meritage Portfolio Management | 710 | $415.0K | 0.03% | 00.0% | Unchanged |
| Red Wave Investments LLC | 708 | $413.8K | 0.14% | +3+0.4% | Added |
| Perennial Investment Advisors, LLC | 707 | $413.7K | 0.05% | −33−4.5% | Reduced |
| S. R. Schill & Associates | 707 | $413.3K | 0.29% | 00.0% | Unchanged |
| Studio Investment Management LLC | 707 | $413.3K | 0.09% | +7+1.0% | Added |
| Saxon Interests, Inc. | 707 | $413.0K | 0.19% | −25−3.4% | Reduced |
| SMART Wealth LLC | 707 | $413.0K | 0.16% | −229−24.5% | Reduced |
| MJP Associates Inc | 706 | $412.7K | 0.08% | +73+11.5% | Added |
| J. Stern & Co. LLP | 705 | $412.1K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 705 | $412.1K | 0.05% | +80+12.8% | Added |
| Lakeridge Wealth Management LLC | 704 | $411.6K | 0.23% | −86−10.9% | Reduced |
| Firethorn Wealth Partners, LLC | 701 | $409.8K | 0.21% | +5+0.7% | Added |
| Moody National Bank Trust Division | 700 | $409.2K | 0.04% | +700 | New |
| Groesbeck Investment Management Corp | 696 | $407.0K | 0.60% | −367−34.5% | Reduced |
| Keebeck Alpha, LP | 693 | $405.1K | 0.26% | −307−30.7% | Reduced |
| Gries Financial LLC | 693 | $405.1K | 0.08% | −41−5.6% | Reduced |
| Exencial Wealth Advisors, LLC | 692 | $404.7K | 0.01% | −7−1.0% | Reduced |
| Well Done, LLC | 692 | $404.5K | 0.07% | −305−30.6% | Reduced |
| Tyler-Stone Wealth Management | 691 | $404.2K | 0.08% | +355+105.7% | Added |
| NBW Capital LLC | 691 | $403.9K | 0.08% | +691 | New |
| Falcon Wealth Planning | 689 | $402.8K | 0.05% | +28+4.2% | Added |
| Addison Capital Co | 688 | $402.0K | 0.16% | +1+0.1% | Added |
| WealthTrust Axiom LLC | 686 | $401.2K | 0.12% | −210−23.4% | Reduced |
| Cape Ann Savings Bank | 686 | $401.0K | 0.23% | −25−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 685 | $400.7K | 0.04% | +40+6.2% | Added |
| YHB Investment Advisors, Inc. | 685 | $400.4K | 0.03% | +150+28.0% | Added |
| Signature Wealth Management Group | 684 | $399.9K | 0.16% | −3,920−85.1% | Reduced |
| Kaydan Wealth Management, Inc. | 682 | $398.7K | 0.12% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 680 | $397.5K | 0.26% | 00.0% | Unchanged |
| Aspiriant, LLC | 679 | $396.9K | 0.02% | +4+0.6% | Added |
| Montz Harcus Wealth Management LLC | 678 | $396.6K | 0.23% | +22+3.4% | Added |
| Connecticut Wealth Management, LLC | 676 | $395.2K | 0.02% | −23−3.3% | Reduced |
| Financial Advisory Corp | 676 | $395.0K | 0.15% | −540−44.4% | Reduced |
| Boston Mountain Money Management Inc | 675 | $394.8K | 0.23% | +54+8.7% | Added |
| Dechtman Wealth Management, LLC | 674 | $394.1K | 0.08% | −137−16.9% | Reduced |
| JB Capital LLC | 673 | $393.3K | 0.02% | −246−26.8% | Reduced |
| Palumbo Wealth Management LLC | 671 | $392.3K | 0.15% | +2+0.3% | Added |
| Spinnaker Trust | 671 | $392.2K | 0.02% | +50+8.1% | Added |
| Opus Capital Group, LLC | 670 | $392.0K | 0.05% | −2−0.3% | Reduced |
| Titleist Asset Management, LLC | 670 | $391.8K | 0.06% | −33−4.7% | Reduced |
| KFA Private Wealth Group, LLC | 670 | $391.7K | 0.19% | +13+2.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 669 | $390.8K | 0.13% | +669 | New |
| Trustmark National Bank Trust Department | 665 | $388.7K | 0.03% | +37+5.9% | Added |
| Princeton Capital Management LLC | 664 | $388.4K | 0.12% | +45+7.3% | Added |
| Trust Investment Advisors | 664 | $388.4K | 0.25% | +664 | New |
| City Center Advisors, LLC | 664 | $388.2K | 0.43% | −9−1.3% | Reduced |
| Clarity Financial LLC | 660 | $385.9K | 0.05% | +130+24.5% | Added |
| Bragg Financial Advisors, Inc | 659 | $385.2K | 0.02% | −18−2.7% | Reduced |
| Terra Nova Asset Management LLC | 655 | $382.9K | 0.28% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 655 | $382.9K | 0.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 654 | $382.5K | 0.02% | +3+0.5% | Added |
| Vinva Investment Management Ltd | 656 | $382.0K | 0.02% | +19+3.0% | Added |
| LMCG Investments, LLC | 651 | $380.5K | 0.02% | +19+3.0% | Added |
| Cahaba Wealth Management, Inc. | 650 | $380.1K | 0.03% | +42+6.9% | Added |
| Kapitalo Investimentos Ltda | 650 | $380.0K | 0.09% | +650 | New |
| Lockerman Financial Group, Inc. | 649 | $379.4K | 0.64% | −55−7.8% | Reduced |
| Ingalls & Snyder LLC | 649 | $379.0K | 0.01% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 648 | $378.8K | 0.01% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 646 | $377.9K | 0.13% | −45−6.5% | Reduced |
| Absher Wealth Management, LLC | 644 | $376.5K | 0.05% | −33−4.9% | Reduced |
| Divergent Planning, LLC | 622 | $376.4K | 0.14% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 643 | $374.7K | 0.39% | −12−1.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 637 | $372.4K | 0.10% | −637−50.0% | Reduced |
| Cohen Capital Management, Inc. | 637 | $372.4K | 0.06% | +185+40.9% | Added |
| Impact Partnership Wealth, LLC | 636 | $372.0K | 0.08% | −1,177−64.9% | Reduced |
| Bank of Stockton | 636 | $371.8K | 0.11% | +636 | New |
| Consilium Wealth Advisory, LLC | 634 | $370.6K | 0.20% | −7−1.1% | Reduced |
| Madrona Financial Services, LLC | 634 | $370.6K | 0.10% | +2+0.3% | Added |
| Dakota Community Bank & Trust NA | 631 | $368.9K | 1.85% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 631 | $368.9K | 0.25% | +631 | New |