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
- 2,697
- +140 vs. Q3 2024
- Shares held
- 174.9M
- +68.8K (0.0%) vs. Q3 2024
- Total value
- $84.8B
- −$16.5B (−16.3%) vs. Q3 2024
- New holders
- 355
- 1,066 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 |
|---|---|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 537 | $260.9K | 0.07% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 537 | $261.1K | 0.08% | −763−58.7% | Reduced |
| Grandfield & Dodd, LLC | 538 | $261.4K | 0.02% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 538 | $261.4K | 0.03% | +5+0.9% | Added |
| J. L. Bainbridge & Co., Inc. | 538 | $261.4K | 0.02% | +21+4.1% | Added |
| Holistic Planning, LLC | 539 | $261.8K | 0.09% | +51+10.5% | Added |
| Rock Point Advisors, LLC | 540 | $262.4K | 0.08% | −50−8.5% | Reduced |
| Intrepid Financial Planning Group LLC | 542 | $263.4K | 0.11% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 545 | $264.6K | 0.12% | +545 | New |
| Barrett & Company, Inc. | 545 | $264.7K | 0.11% | +4+0.7% | Added |
| Grant/GrossMendelsohn, LLC | 545 | $265.0K | 0.14% | +3+0.6% | Added |
| Opus Capital Group, LLC | 546 | $265.0K | 0.03% | −124−18.5% | Reduced |
| BIP Wealth, LLC | 547 | $266.0K | 0.02% | +142+35.1% | Added |
| Optas, LLC | 548 | $266.3K | 0.06% | +16+3.0% | Added |
| Silverlake Wealth Management LLC | 549 | $266.8K | 0.10% | +96+21.2% | Added |
| Bank Hapoalim BM | 550 | $267.0K | 0.04% | −23−4.0% | Reduced |
| Jacobs & Co | 550 | $267.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 550 | $267.3K | 0.02% | −400−42.1% | Reduced |
| Blalock Williams, LLC | 550 | $267.3K | 0.31% | +550 | New |
| Cascade Investment Group, Inc. | 552 | $268.1K | 0.19% | +59+12.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 552 | $268.1K | 0.05% | +552 | New |
| Hanlon Investment Management, Inc. | 552 | $268.2K | 0.07% | −478−46.4% | Reduced |
| Advocate Group LLC | 553 | $268.7K | 0.05% | +29+5.5% | Added |
| Innova Wealth Partners | 553 | $268.7K | 0.17% | +553 | New |
| Roman Butler Fullerton & Co | 534 | $268.8K | 0.09% | +534 | New |
| Acas, LLC | 598 | $269.0K | 0.20% | −10−1.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 558 | $271.3K | 0.09% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 559 | $271.5K | 0.10% | +2+0.4% | Added |
| Miller Financial Services LLC | 559 | $271.6K | 0.23% | +559 | New |
| Elgethun Capital Management | 560 | $272.0K | 0.07% | +3+0.5% | Added |
| Onefund, LLC | 561 | $272.6K | 0.26% | +4+0.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 563 | $273.0K | 0.20% | −1,545−73.3% | Reduced |
| Searle & Co. | 562 | $273.1K | 0.08% | +12+2.2% | Added |
| Affinity Investment Advisors, LLC | 562 | $273.1K | 0.23% | +562 | New |
| Mirador Capital Partners LP | 562 | $273.1K | 0.05% | +6+1.1% | Added |
| Matrix Private Capital Group LLC | 564 | $274.1K | 0.16% | 00.0% | Unchanged |
| Summit Investment Advisors, Inc. | 631 | $274.1K | 0.24% | +631 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 565 | $274.6K | 0.09% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 565 | $274.6K | 0.05% | +133+30.8% | Added |
| Aua Capital Management, LLC | 567 | $275.5K | 0.18% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 567 | $275.5K | 0.04% | +77+15.7% | Added |
| MFA Wealth Services | 568 | $275.9K | 0.22% | +568 | New |
| Summit Wealth Group, LLC | 568 | $276.0K | 0.08% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 570 | $277.0K | 0.16% | +9+1.6% | Added |
| Campbell Wealth Management | 570 | $277.0K | 0.02% | +3+0.5% | Added |
| Flywheel Private Wealth LLC | 572 | $277.8K | 0.26% | +572 | New |
| Keebeck Alpha, LP | 574 | $278.9K | 0.29% | −119−17.2% | Reduced |
| Sunburst Financial Group, LLC | 574 | $279.1K | 0.07% | +8+1.4% | Added |
| Sage Investment Counsel LLC | 575 | $279.4K | 0.36% | +575 | New |
| Keeley-Teton Advisors, LLC | 576 | $279.7K | 0.03% | −55−8.7% | Reduced |
| Moody Aldrich Partners LLC | 577 | $280.4K | 0.05% | +200+53.1% | Added |
| Burns Matteson Capital Management, LLC | 578 | $280.9K | 0.16% | +578 | New |
| FSA Wealth Management LLC | 578 | $281.0K | 0.11% | 00.0% | Unchanged |
| World Equity Group, Inc. | 582 | $282.8K | 0.06% | +582 | New |
| Clarity Financial LLC | 586 | $284.7K | 0.03% | −74−11.2% | Reduced |
| Five Oceans Advisors | 587 | $285.2K | 0.13% | +6+1.0% | Added |
| RiverFront Investment Group, LLC | 588 | $285.7K | 0.01% | +588 | New |
| FIL Ltd | 589 | $286.2K | 0.00% | −9,124−93.9% | Reduced |
| SLT Holdings LLC | 589 | $286.2K | 0.27% | +589 | New |
| Sivia Capital Partners, LLC | 590 | $286.8K | 0.14% | −14−2.3% | Reduced |
| Kennedy Investment Group | 591 | $287.0K | 0.13% | +11+1.9% | Added |
| Coastwise Capital Group, LLC | 592 | $287.6K | 0.23% | +3+0.5% | Added |
| Buckingham Capital Management, Inc. | 593 | $288.2K | 0.03% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 593 | $288.2K | 0.14% | −41−6.5% | Reduced |
| Montecito Bank & Trust | 595 | $289.1K | 0.05% | −34−5.4% | Reduced |
| Romano Brothers and Company | 595 | $289.1K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 598 | $290.6K | 0.03% | −10−1.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 599 | $290.9K | 0.10% | +12+2.0% | Added |
| J.Safra Asset Management Corp | 602 | $291.0K | 0.02% | +267+79.7% | Added |
| Alliance Wealth Advisors, LLC | 599 | $291.1K | 0.08% | +66+12.4% | Added |
| Stegent Equity Advisors, Inc. | 599 | $291.1K | 0.30% | +124+26.1% | Added |
| Northstar Asset Management LLC | 600 | $291.6K | 0.07% | 00.0% | Unchanged |
| Constitution Capital LLC | 600 | $291.6K | 0.16% | +100+20.0% | Added |
| Alpha Advisors, LLC | 601 | $292.1K | 0.30% | +601 | New |
| Woodward Diversified Capital, LLC | 603 | $293.0K | 0.22% | −455−43.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 604 | $293.3K | 0.03% | +1+0.2% | Added |
| Titleist Asset Management, LLC | 605 | $294.0K | 0.03% | −65−9.7% | Reduced |
| Baker Ellis Asset Management LLC | 605 | $294.0K | 0.04% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 605 | $294.0K | 0.16% | +605 | New |
| Clarendon Private LLC | 607 | $294.8K | 0.31% | +607 | New |
| Wealth Effects LLC | 607 | $295.0K | 0.10% | −104−14.6% | Reduced |
| Nemes Rush Group LLC | 607 | $295.0K | 0.04% | +75+14.1% | Added |
| VeraBank, N.A. | 608 | $295.5K | 0.08% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 610 | $295.7K | 0.04% | +610 | New |
| Quantum Financial Advisors, LLC | 609 | $295.9K | 0.05% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 609 | $295.9K | 0.10% | +2+0.3% | Added |
| Coordinated Financial Services, Inc. | 611 | $296.9K | 0.23% | +611 | New |
| Janney Capital Management LLC | 612 | $297.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 611 | $297.0K | 0.11% | 00.0% | Unchanged |
| Asset Planning Corporation | 612 | $297.4K | 0.19% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 613 | $297.9K | 1.42% | −18−2.9% | Reduced |
| Consolidated Planning Corp | 613 | $297.9K | 0.04% | +31+5.3% | Added |
| Howard Wealth Management, LLC | 614 | $298.5K | 0.16% | +7+1.2% | Added |
| PAX Financial Group, LLC | 616 | $299.5K | 0.05% | +93+17.8% | Added |
| Winch Advisory Services, LLC | 619 | $300.8K | 0.08% | +93+17.7% | Added |
| Absher Wealth Management, LLC | 619 | $300.8K | 0.04% | −25−3.9% | Reduced |
| Trustmark National Bank Trust Department | 622 | $302.3K | 0.02% | −43−6.5% | Reduced |
| Nova Wealth Management, Inc. | 622 | $302.3K | 0.26% | +622 | New |
| Relyea Zuckerberg Hanson LLC | 622 | $302.3K | 0.04% | −1−0.2% | Reduced |
| Interchange Capital Partners, LLC | 623 | $302.7K | 0.11% | −23−3.6% | Reduced |