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, Q4 2024
Institutional positions in Lockheed Martin Corp as of Dec 31, 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
- 2,696
- +140 vs. Q3 2024
- Shares held
- 174.9M
- +68.7K (0.0%) vs. Q3 2024
- Total value
- $84.8B
- −$16.5B (−16.3%) vs. Q3 2024
- New holders
- 355
- 1,065 more added
- Sold out
- 215
- 931 more reduced
48 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 1,354 | $658.0K | 0.02% | −1−0.1% | Reduced |
| Certus Wealth Management, LLC | 1,468 | $658.0K | 0.44% | −163−10.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,355 | $658.0K | 0.47% | +10+0.7% | Added |
| Smith, Moore & Co. | 1,356 | $658.9K | 0.06% | −10−0.7% | Reduced |
| GDS Wealth Management | 1,358 | $659.9K | 0.06% | −44−3.1% | Reduced |
| BCS Wealth Management | 1,358 | $660.0K | 0.16% | +1,358 | New |
| Northcape Wealth Management, LLC | 1,360 | $660.9K | 0.21% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,362 | $662.2K | 0.03% | +510+59.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,363 | $662.2K | 0.09% | +75+5.8% | Added |
| SFMG, LLC | 1,363 | $662.3K | 0.05% | +490+56.1% | Added |
| Marshall Investment Management, LLC | 1,133 | $662.8K | 0.39% | +1,133 | New |
| Resurgent Financial Advisors LLC | 1,365 | $663.3K | 0.39% | +66+5.1% | Added |
| Brady Family Wealth, LLC | 1,367 | $664.2K | 0.20% | −164−10.7% | Reduced |
| Breakwater Capital Group | 1,367 | $664.3K | 0.13% | +6+0.4% | Added |
| Guardian Wealth Advisors, LLC | 1,367 | $664.3K | 0.05% | +179+15.1% | Added |
| William B. Walkup & Associates, Inc. | 1,368 | $665.0K | 0.42% | −7−0.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,380 | $670.8K | 0.33% | −15−1.1% | Reduced |
| RW Investment Management LLC | 1,384 | $672.5K | 0.08% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,385 | $673.0K | 0.11% | +872+170.0% | Added |
| Octavia Wealth Advisors, LLC | 1,391 | $676.2K | 0.08% | −16−1.1% | Reduced |
| Avestar Capital, LLC | 1,397 | $678.9K | 0.06% | +149+11.9% | Added |
| Mindset Wealth Management, LLC | 1,400 | $680.1K | 0.25% | −93−6.2% | Reduced |
| Clear Street Markets LLC | 1,400 | $680.3K | 0.25% | +1,400 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,402 | $681.3K | 0.25% | +15+1.1% | Added |
| Insight Advisors, LLC | 1,409 | $681.3K | 0.12% | −52−3.6% | Reduced |
| Chatham Capital Group, Inc. | 1,404 | $682.3K | 0.11% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,404 | $682.4K | 0.05% | −149−9.6% | Reduced |
| Park Place Capital Corp | 1,410 | $685.2K | 0.19% | −67−4.5% | Reduced |
| Kennebec Savings Bank | 1,420 | $686.1K | 0.69% | −36−2.5% | Reduced |
| BankPlus Wealth Management LLC | 1,418 | $688.7K | 0.51% | +1,418 | New |
| Foster Dykema Cabot & Partners, LLC | 1,425 | $692.5K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,426 | $692.8K | 0.06% | +17+1.2% | Added |
| Trueblood Wealth Management, LLC | 1,429 | $694.4K | 0.34% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,433 | $696.4K | 0.12% | +48+3.5% | Added |
| denkapparat Operations GmbH | 1,434 | $696.8K | 1.03% | +1,434 | New |
| Smart Money Group LLC | 1,450 | $704.4K | 0.24% | +80+5.8% | Added |
| Ti-Trust, Inc | 1,450 | $704.6K | 0.47% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $704.6K | 0.09% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,450 | $704.8K | 0.02% | +39+2.8% | Added |
| CWS Financial Advisors, LLC | 1,452 | $705.5K | 0.23% | +198+15.8% | Added |
| Aviso Wealth Management | 1,453 | $705.9K | 0.36% | −89−5.8% | Reduced |
| Westside Investment Management, Inc. | 1,463 | $710.9K | 0.15% | −12−0.8% | Reduced |
| Harmony Asset Management LLC | 1,465 | $711.9K | 0.28% | −2,635−64.3% | Reduced |
| Auxier Asset Management | 1,474 | $716.3K | 0.11% | −14−0.9% | Reduced |
| Walleye Capital LLC | 1,476 | $717.2K | 0.01% | −4,928−77.0% | Reduced |
| Financial Management Professionals, Inc. | 1,479 | $718.6K | 0.09% | +115+8.4% | Added |
| Shufro Rose & Co LLC | 1,479 | $718.9K | 0.06% | +2+0.1% | Added |
| Duncker Streett & Co Inc | 1,480 | $719.2K | 0.13% | −502−25.3% | Reduced |
| Sage Mountain Advisors LLC | 1,483 | $720.4K | 0.05% | +17+1.2% | Added |
| Total Wealth Planning & Management, Inc. | 1,483 | $720.6K | 0.71% | +1,483 | New |
| Sienna Gestion | 1,486 | $722.0K | 0.05% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,237 | $723.4K | 0.38% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,491 | $724.5K | 0.25% | −80−5.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,491 | $724.5K | 0.13% | 00.0% | Unchanged |
| Berkshire Bank | 1,494 | $726.0K | 0.17% | −19−1.3% | Reduced |
| Wharton Business Group, LLC | 1,495 | $726.0K | 0.03% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,497 | $727.4K | 0.14% | +195+15.0% | Added |
| PDS Planning, Inc | 1,497 | $727.7K | 0.06% | +40+2.7% | Added |
| TCI Wealth Advisors, Inc. | 1,498 | $727.9K | 0.06% | −334−18.2% | Reduced |
| American Trust | 1,501 | $729.4K | 0.06% | −52−3.3% | Reduced |
| Simplicity Wealth,LLC | 1,503 | $730.3K | 0.15% | −2,779−64.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,504 | $730.9K | 0.20% | −36−2.3% | Reduced |
| Bank of Jackson Hole Trust | 1,509 | $733.3K | 0.49% | +1,509 | New |
| Legacy Capital Wealth Partners, LLC | 1,511 | $734.1K | 0.18% | −261−14.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,521 | $739.1K | 0.00% | −16−1.0% | Reduced |
| Capstone Wealth Management Group, LLC | 1,522 | $739.4K | 0.40% | +52+3.5% | Added |
| LM Advisors LLC | 1,523 | $740.0K | 0.13% | +38+2.6% | Added |
| Carr Financial Group Corp | 1,523 | $740.0K | 0.23% | −4−0.3% | Reduced |
| Capital Square, LLC | 1,490 | $740.5K | 0.42% | +13+0.9% | Added |
| Liberty Wealth Management LLC | 1,528 | $742.4K | 0.12% | −32−2.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,553 | $748.0K | 0.04% | −13−0.8% | Reduced |
| Twin Lakes Capital Management, LLC | 1,541 | $748.7K | 0.48% | +6+0.4% | Added |
| West Paces Advisors Inc. | 1,543 | $749.6K | 0.18% | −52−3.3% | Reduced |
| SignalPoint Asset Management, LLC | 1,545 | $750.8K | 0.18% | +233+17.8% | Added |
| Westmount Partners, LLC | 1,545 | $750.9K | 0.23% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 1,546 | $751.2K | 0.30% | −116−7.0% | Reduced |
| Warther Private Wealth, LLC | 1,547 | $751.7K | 0.26% | −683−30.6% | Reduced |
| Warner Financial, Inc | 1,548 | $752.0K | 0.32% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 1,550 | $753.2K | 0.36% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,556 | $756.1K | 0.35% | −17−1.1% | Reduced |
| Canopy Partners, LLC | 1,558 | $757.1K | 0.29% | +1,207+343.9% | Added |
| Keynote Financial Services LLC | 1,561 | $758.6K | 0.58% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,561 | $758.6K | 0.12% | +13+0.8% | Added |
| Walter & Keenan Financial Consulting Co | 1,565 | $760.6K | 0.23% | −64−3.9% | Reduced |
| Waterloo Capital, L.P. | 1,565 | $760.7K | 0.08% | −279−15.1% | Reduced |
| Cornerstone Wealth Group, LLC | 1,568 | $762.1K | 0.06% | −8−0.5% | Reduced |
| Quad-Cities Investment Group, LLC | 1,577 | $766.2K | 0.38% | +5+0.3% | Added |
| Umpqua Bank | 1,584 | $767.4K | 0.27% | −153−8.8% | Reduced |
| HBW Advisory Services LLC | 1,581 | $768.3K | 0.11% | −83−5.0% | Reduced |
| RiverPark Advisors, LLC | 1,583 | $769.2K | 0.62% | +117+8.0% | Added |
| Dorsey & Whitney Trust CO LLC | 1,586 | $770.7K | 0.04% | −643−28.8% | Reduced |
| BSW Wealth Partners | 1,588 | $771.7K | 0.11% | +750+89.5% | Added |
| Skopos Labs, Inc. | 1,590 | $772.2K | 0.23% | +8+0.5% | Added |
| HF Advisory Group, LLC | 1,592 | $773.5K | 0.36% | −139−8.0% | Reduced |
| Hurley Capital, LLC | 1,606 | $774.4K | 0.62% | +1,606 | New |
| RKL Wealth Management LLC | 1,595 | $775.0K | 0.07% | −161−9.2% | Reduced |
| Vision Financial Markets LLC | 1,600 | $777.3K | 0.84% | +1,600 | New |
| McElhenny Sheffield Capital Management, LLC | 1,600 | $777.4K | 0.26% | +12+0.8% | Added |
| Clark Wealth Partners | 1,607 | $781.0K | 0.61% | +1,607 | New |
| Regent Peak Wealth Advisors LLC | 1,608 | $781.5K | 0.18% | +9+0.6% | Added |