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; 2,796 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 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $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 |
|---|---|---|---|---|---|
| Hi-Line Capital Management, LLC | 12,969 | $7.58M | 3.72% | −2,853−18.0% | Reduced |
| Ariel Investments, LLC | 12,941 | $7.56M | 0.08% | −255−1.9% | Reduced |
| Van Hulzen Asset Management, LLC | 12,878 | $7.53M | 0.55% | −14,592−53.1% | Reduced |
| Resources Investment Advisors, LLC. | 12,702 | $7.42M | 0.08% | −375−2.9% | Reduced |
| National Asset Management, Inc. | 12,503 | $7.42M | 0.21% | −3,540−22.1% | Reduced |
| Traynor Capital Management, Inc. | 12,687 | $7.42M | 0.60% | +3,336+35.7% | Added |
| Canandaigua National Bank & Trust Co | 12,603 | $7.37M | 0.70% | −725−5.4% | Reduced |
| Stokes Capital Advisors, LLC | 12,524 | $7.32M | 1.88% | −89−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 12,508 | $7.31M | 0.26% | −240−1.9% | Reduced |
| Principal Street Partners, LLC | 12,722 | $7.28M | 1.19% | −2,822−18.2% | Reduced |
| Menlo Advisors LLC | 12,380 | $7.24M | 3.72% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 12,366 | $7.23M | 2.16% | −50−0.4% | Reduced |
| Marex Group plc | 12,354 | $7.22M | 0.16% | −63,087−83.6% | Reduced |
| Buck Wealth Strategies, LLC | 12,326 | $7.21M | 2.27% | −1,825−12.9% | Reduced |
| Maryland State Retirement & Pension System | 12,313 | $7.20M | 0.15% | −4,328−26.0% | Reduced |
| Concurrent Investment Advisors, LLC | 12,306 | $7.19M | 0.21% | +1,095+9.8% | Added |
| Sequoia Financial Advisors, LLC | 12,288 | $7.18M | 0.08% | +1,814+17.3% | Added |
| Freestone Capital Holdings, LLC | 12,268 | $7.17M | 0.25% | +1,278+11.6% | Added |
| Edge Capital Group, LLC | 12,123 | $7.09M | 0.31% | −346−2.8% | Reduced |
| EagleClaw Capital Managment, LLC | 12,103 | $7.07M | 1.18% | −157−1.3% | Reduced |
| GYL Financial Synergies, LLC | 12,097 | $7.07M | 0.53% | +627+5.5% | Added |
| Coldstream Capital Management Inc | 12,098 | $7.06M | 0.15% | +363+3.1% | Added |
| Hilltop Holdings Inc. | 12,068 | $7.05M | 0.46% | +5,361+79.9% | Added |
| Rakuten Investment Management, Inc. | 12,090 | $7.04M | 0.04% | +2,926+31.9% | Added |
| Segall Bryant & Hamill, LLC | 12,041 | $7.04M | 0.10% | +12,041 | New |
| Integrated Advisors Network LLC | 12,006 | $7.02M | 0.34% | −689−5.4% | Reduced |
| Viking Fund Management LLC | 12,000 | $7.01M | 1.14% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 11,981 | $7.00M | 1.21% | −141−1.2% | Reduced |
| HB Wealth Management, LLC | 11,952 | $6.99M | 0.08% | +542+4.8% | Added |
| Pine Valley Investments Ltd Liability Co | 11,934 | $6.98M | 0.48% | −733−5.8% | Reduced |
| Diversify Advisory Services, LLC | 12,080 | $6.97M | 0.37% | −1,480−10.9% | Reduced |
| Louisiana State Employees Retirement System | 11,900 | $6.96M | 0.13% | −200−1.7% | Reduced |
| Entropy Technologies, LP | 11,864 | $6.94M | 0.73% | −6,926−36.9% | Reduced |
| Fiduciary Trust Co | 11,781 | $6.89M | 0.10% | +229+2.0% | Added |
| Sterling Investment Advisors, Ltd. | 11,737 | $6.86M | 1.74% | −320−2.7% | Reduced |
| Securian Asset Management, Inc | 11,730 | $6.86M | 0.20% | −549−4.5% | Reduced |
| Chronos Wealth Management, LLC | 11,631 | $6.80M | 3.55% | +70+0.6% | Added |
| Logan Capital Management Inc | 11,614 | $6.79M | 0.28% | −61−0.5% | Reduced |
| Federated Hermes, Inc. | 11,604 | $6.78M | 0.01% | −23,170−66.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,471 | $6.71M | 0.61% | +471+4.3% | Added |
| Integrated Wealth Concepts LLC | 11,461 | $6.70M | 0.08% | −586−4.9% | Reduced |
| Gradient Investments LLC | 11,426 | $6.68M | 0.14% | +30+0.3% | Added |
| Avantax Planning Partners, Inc. | 11,410 | $6.67M | 0.24% | −3,189−21.8% | Reduced |
| Builder Investment Group Inc | 11,399 | $6.66M | 1.79% | 00.0% | Unchanged |
| HGK Asset Management Inc | 11,299 | $6.60M | 1.22% | −2,433−17.7% | Reduced |
| GLOBALT Investments LLC | 11,292 | $6.60M | 0.25% | −234−2.0% | Reduced |
| Evexia Wealth LLC | 10,891 | $6.59M | 2.34% | −3,436−24.0% | Reduced |
| TD Private Client Wealth LLC | 11,223 | $6.56M | 0.19% | +52+0.5% | Added |
| Boston Research & Management Inc | 11,199 | $6.55M | 1.51% | +219+2.0% | Added |
| Rossmore Private Capital | 11,197 | $6.55M | 0.81% | −30−0.3% | Reduced |
| Benedict Financial Advisors Inc | 11,162 | $6.52M | 1.54% | −18−0.2% | Reduced |
| Flputnam Investment Management Co | 28,801 | $6.50M | 0.12% | +16,765+139.3% | Added |
| Mutual Advisors, LLC | 11,469 | $6.47M | 0.19% | −1,734−13.1% | Reduced |
| Rothschild Investment LLC | 11,005 | $6.43M | 0.42% | −397−3.5% | Reduced |
| RBA Wealth Management, LLC | 10,958 | $6.41M | 2.47% | +11+0.1% | Added |
| Spire Wealth Management | 10,846 | $6.34M | 0.21% | +1,949+21.9% | Added |
| Davy Global Fund Management Ltd | 10,810 | $6.32M | 0.66% | 00.0% | Unchanged |
| Univest Financial Corp | 10,798 | $6.31M | 0.42% | +9,798+979.8% | Added |
| Eagle Capital Management, LLC | 10,795 | $6.31M | 2.63% | −7−0.1% | Reduced |
| Marietta Wealth Management, LLC | 10,742 | $6.28M | 0.91% | +245+2.3% | Added |
| Dynamic Advisor Solutions LLC | 10,734 | $6.27M | 0.19% | −86−0.8% | Reduced |
| Foster & Motley Inc | 10,717 | $6.26M | 0.40% | +431+4.2% | Added |
| Stock Yards Bank & Trust Co | 10,689 | $6.25M | 0.20% | −706−6.2% | Reduced |
| Americana Partners, LLC | 10,686 | $6.25M | 0.43% | −133−1.2% | Reduced |
| ExodusPoint Capital Management, LP | 10,648 | $6.22M | 0.06% | +10,648 | New |
| Union Heritage Capital, LLC | 10,629 | $6.21M | 2.29% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 10,562 | $6.17M | 0.13% | −1,753−14.2% | Reduced |
| Stratos Wealth Partners, LTD. | 10,562 | $6.17M | 0.09% | +210+2.0% | Added |
| Unison Asset Management LLC | 10,561 | $6.17M | 2.93% | −16−0.2% | Reduced |
| Penserra Capital Management LLC | 10,505 | $6.14M | 0.13% | −336−3.1% | Reduced |
| Wesbanco Bank Inc | 10,497 | $6.14M | 0.21% | −20.0% | Reduced |
| One Capital Management, LLC | 10,488 | $6.13M | 0.20% | −20−0.2% | Reduced |
| Evergreen Capital Management LLC | 10,442 | $6.10M | 0.20% | −2,431−18.9% | Reduced |
| New Mexico Educational Retirement Board | 10,397 | $6.08M | 0.20% | −700−6.3% | Reduced |
| Wealthcare Advisory Partners LLC | 10,380 | $6.07M | 0.17% | −34−0.3% | Reduced |
| Gabelli Funds LLC | 10,378 | $6.07M | 0.04% | +3,028+41.2% | Added |
| Azimuth Capital Investment Management LLC | 10,373 | $6.06M | 0.24% | +296+2.9% | Added |
| Parsons Capital Management Inc | 10,342 | $6.05M | 0.38% | −139−1.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,324 | $6.04M | 1.26% | +303+3.0% | Added |
| Cypress Asset Management Inc | 10,289 | $6.01M | 1.50% | +218+2.2% | Added |
| Apollon Wealth Management, LLC | 10,223 | $5.98M | 0.17% | +117+1.2% | Added |
| Global Retirement Partners, LLC | 10,213 | $5.97M | 0.18% | −736−6.7% | Reduced |
| Planning Capital Management Corp | 10,203 | $5.96M | 3.95% | −650−6.0% | Reduced |
| Change Path, LLC | 10,184 | $5.95M | 0.20% | +1,620+18.9% | Added |
| Founders Capital Management | 10,143 | $5.93M | 3.61% | +38+0.4% | Added |
| Northeast Investment Management | 10,099 | $5.90M | 0.26% | −22−0.2% | Reduced |
| Carderock Capital Management Inc | 10,094 | $5.90M | 1.39% | +5,905+141.0% | Added |
| D'Orazio & Associates, Inc. | 10,079 | $5.89M | 0.84% | −306−2.9% | Reduced |
| Bath Savings Trust Co | 10,062 | $5.88M | 0.58% | +513+5.4% | Added |
| Engineers Gate Manager LP | 10,058 | $5.88M | 0.11% | −10,792−51.8% | Reduced |
| AE Wealth Management LLC | 10,014 | $5.85M | 0.05% | −929−8.5% | Reduced |
| Sigma Planning Corp | 10,014 | $5.85M | 0.18% | +50+0.5% | Added |
| Sage Capital Advisors,llc | 10,007 | $5.85M | 1.53% | +307+3.2% | Added |
| Petredis Investment Advisors LLC | 10,005 | $5.85M | 0.62% | +30+0.3% | Added |
| Trust Co of Toledo NA | 9,988 | $5.84M | 0.79% | +402+4.2% | Added |
| HM Payson & Co | 9,986 | $5.84M | 0.10% | −18−0.2% | Reduced |
| Motco | 9,949 | $5.82M | 0.58% | −1,187−10.7% | Reduced |
| NBT Bank N A | 9,933 | $5.81M | 0.39% | −373−3.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 9,849 | $5.76M | 1.71% | −474−4.6% | Reduced |
| Red Door Wealth Management, LLC | 9,833 | $5.75M | 0.96% | +497+5.3% | Added |