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, Q4 2022
Institutional positions in Lockheed Martin Corp as of Dec 31, 2022. 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
- 2,322
- +240 vs. Q3 2022
- Shares held
- 197.0M
- +49.4K (0.0%) vs. Q3 2022
- Total value
- $95.7B
- +$19.6B (+25.7%) vs. Q3 2022
- New holders
- 328
- 830 more added
- Sold out
- 88
- 866 more reduced
50 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Weaver C. Barksdale & Associates, Inc. | 4,444 | $2.16M | 1.91% | +111+2.6% | Added |
| Plimoth Trust Co LLC | 4,415 | $2.15M | 0.69% | −498−10.1% | Reduced |
| Wellington Shields Capital Management, LLC | 4,411 | $2.15M | 0.26% | +632+16.7% | Added |
| Fulton Bank, N.A. | 4,406 | $2.14M | 0.12% | +193+4.6% | Added |
| Cresset Asset Management, LLC | 6,279 | $2.14M | 0.03% | −446−6.6% | Reduced |
| Forefront Wealth Management Inc. | 4,390 | $2.14M | 2.88% | +15+0.3% | Added |
| Dakota Wealth Management | 4,390 | $2.14M | 0.15% | +18+0.4% | Added |
| WESPAC Advisors SoCal, LLC | 4,381 | $2.13M | 0.79% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 4,526 | $2.13M | 0.41% | +4,101+964.9% | Added |
| Leisure Capital Management | 4,366 | $2.12M | 1.10% | −95−2.1% | Reduced |
| Change Path, LLC | 4,351 | $2.12M | 0.12% | +345+8.6% | Added |
| Laurel Wealth Advisors, Inc. | 4,320 | $2.10M | 0.21% | −240−5.3% | Reduced |
| Mystic Asset Management, Inc. | 4,298 | $2.09M | 1.19% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 4,281 | $2.08M | 0.29% | +40+0.9% | Added |
| Federated Hermes, Inc. | 4,277 | $2.08M | 0.01% | +1,059+32.9% | Added |
| BNC Wealth Management, LLC | 4,252 | $2.07M | 1.22% | −1,561−26.9% | Reduced |
| Lee Johnson Capital Management, LLC | 4,225 | $2.06M | 3.83% | +30+0.7% | Added |
| Forum Financial Management, LP | 4,202 | $2.04M | 0.07% | +262+6.6% | Added |
| Investors Asset Management of Georgia Inc | 4,191 | $2.04M | 1.06% | −40−0.9% | Reduced |
| One Capital Management, LLC | 4,186 | $2.04M | 0.11% | −320−7.1% | Reduced |
| BFSG, LLC | 4,177 | $2.03M | 0.41% | +92+2.3% | Added |
| Heritage Trust Co | 4,167 | $2.03M | 0.33% | +102+2.5% | Added |
| Savant Capital, LLC | 4,646 | $2.02M | 0.05% | +687+17.4% | Added |
| Magnus Financial Group LLC | 4,157 | $2.02M | 0.33% | +84+2.1% | Added |
| Investors Research Corp | 4,153 | $2.02M | 0.55% | −25−0.6% | Reduced |
| Secure Asset Management, LLC | 4,146 | $2.02M | 0.72% | +1,793+76.2% | Added |
| Advisor OS, LLC | 4,104 | $2.00M | 0.53% | +980+31.4% | Added |
| Certified Advisory Corp | 4,096 | $1.99M | 0.39% | +58+1.4% | Added |
| Wealth Alliance | 4,077 | $1.98M | 0.35% | +229+6.0% | Added |
| Country Club Bank | 4,060 | $1.98M | 0.17% | −119−2.8% | Reduced |
| Sabal Trust CO | 4,060 | $1.98M | 0.13% | −34−0.8% | Reduced |
| Stonnington Group, LLC | 4,263 | $1.97M | 0.54% | −582−12.0% | Reduced |
| Acropolis Investment Management, LLC | 4,048 | $1.97M | 0.18% | −17−0.4% | Reduced |
| Voloridge Investment Management, LLC | 4,044 | $1.97M | 0.01% | −1,785−30.6% | Reduced |
| JGP Wealth Management, LLC | 4,030 | $1.96M | 0.36% | −18−0.4% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 4,019 | $1.96M | 1.94% | +4,019 | New |
| Sompo Asset Management Co., Ltd. | 4,015 | $1.95M | 0.45% | −8,305−67.4% | Reduced |
| Segment Wealth Management, LLC | 4,004 | $1.95M | 0.23% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 4,017 | $1.95M | 0.04% | −395−9.0% | Reduced |
| Paralel Advisors LLC | 4,000 | $1.95M | 0.11% | +4,000 | New |
| Buckley Wealth Management, LLC | 3,982 | $1.94M | 0.71% | −200−4.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 4,173 | $1.93M | 0.88% | +352+9.2% | Added |
| InterOcean Capital Group, LLC | 3,964 | $1.93M | 0.07% | −6−0.2% | Reduced |
| TrimTabs Asset Management, LLC | 3,952 | $1.92M | 1.25% | +684+20.9% | Added |
| First Financial Bank - Trust Division | 3,945 | $1.92M | 0.21% | −149−3.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,942 | $1.92M | 0.24% | −286−6.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,924 | $1.91M | 0.17% | +105+2.7% | Added |
| Bollard Group LLC | 3,921 | $1.91M | 0.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,907 | $1.90M | 0.15% | +427+12.3% | Added |
| Clough Capital Partners L P | 3,900 | $1.90M | 0.19% | +3,900 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,900 | $1.90M | 0.53% | +44+1.1% | Added |
| Main Street Financial Solutions, LLC | 3,892 | $1.89M | 0.30% | +147+3.9% | Added |
| Chase Investment Counsel Corp | 3,886 | $1.89M | 1.16% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,881 | $1.89M | 0.50% | +85+2.2% | Added |
| Harbor Investment Advisory, LLC | 3,872 | $1.88M | 0.29% | −215−5.3% | Reduced |
| First City Capital Management, Inc. | 3,837 | $1.87M | 1.12% | −323−7.8% | Reduced |
| Great Diamond Partners, LLC | 3,836 | $1.87M | 0.57% | −369−8.8% | Reduced |
| Stolper Co | 3,836 | $1.87M | 0.82% | −771−16.7% | Reduced |
| Anchor Investment Management, LLC | 3,828 | $1.86M | 0.27% | −4−0.1% | Reduced |
| VisionPoint Advisory Group, LLC | 3,855 | $1.86M | 0.77% | +3,272+561.2% | Added |
| Rehmann Capital Advisory Group | 3,805 | $1.85M | 0.19% | +15+0.4% | Added |
| Clark Capital Management Group, Inc. | 3,800 | $1.85M | 0.02% | −53,382−93.4% | Reduced |
| Legal Advantage Investments, Inc. | 3,800 | $1.85M | 1.52% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,779 | $1.85M | 0.03% | +1,377+40.5% | Added |
| Financial Consulate, Inc | 3,790 | $1.84M | 0.64% | −5−0.1% | Reduced |
| Schrum Private Wealth Management LLC | 3,759 | $1.83M | 2.17% | −154−3.9% | Reduced |
| Venturi Wealth Management, LLC | 3,759 | $1.83M | 0.16% | −185−4.7% | Reduced |
| Guardian Wealth Management, Inc. | 3,758 | $1.83M | 1.80% | −30−0.8% | Reduced |
| HSBC Holdings PLC | 3,788 | $1.83M | 0.00% | −18,867−83.3% | Reduced |
| Veriti Management LLC | 3,751 | $1.82M | 0.24% | −246−6.2% | Reduced |
| Pachira Investments Inc. | 3,749 | $1.82M | 9.22% | +34+0.9% | Added |
| First Foundation Advisors | 3,748 | $1.82M | 0.09% | +103+2.8% | Added |
| Orion Portfolio Solutions, LLC | 3,732 | $1.82M | 0.06% | +721+23.9% | Added |
| TCM Advisors, LLC | – | $1.81M | 1.88% | – | – |
| First Hawaiian Bank | 3,720 | $1.81M | 0.07% | −389−9.5% | Reduced |
| D'Orazio & Associates, Inc. | 3,709 | $1.80M | 0.43% | +43+1.2% | Added |
| Independent Financial Group, LLC | 3,706 | $1.80M | 0.15% | +452+13.9% | Added |
| Schmidt P J Investment Management Inc | 3,689 | $1.79M | 0.41% | +36+1.0% | Added |
| RB Capital Management, LLC | 3,679 | $1.79M | 0.65% | +57+1.6% | Added |
| Sawtooth Solutions, LLC | 3,677 | $1.79M | 0.24% | +156+4.4% | Added |
| Crestwood Advisors Group LLC | 3,669 | $1.79M | 0.06% | −677−15.6% | Reduced |
| Gray Wealth Management Inc. | 3,668 | $1.78M | 1.03% | +955+35.2% | Added |
| Donoghue Forlines LLC | 3,658 | $1.78M | 0.63% | +898+32.5% | Added |
| Alta Capital Management LLC | 3,657 | $1.78M | 0.14% | +188+5.4% | Added |
| Meridian Wealth Advisors, LLC | 3,654 | $1.78M | 0.46% | −58−1.6% | Reduced |
| RWM Asset Management, LLC | 3,644 | $1.77M | 0.38% | +3,224+767.6% | Added |
| BDO Wealth Advisors, LLC | 3,638 | $1.77M | 0.22% | −105−2.8% | Reduced |
| Scott & Selber, Inc. | 3,636 | $1.77M | 0.80% | +39+1.1% | Added |
| New Hampshire Trust | 3,634 | $1.77M | 0.47% | +3,634 | New |
| Arete Wealth Advisors, LLC | 3,631 | $1.77M | 0.16% | +197+5.7% | Added |
| Valmark Advisers, Inc. | 3,629 | $1.77M | 0.04% | +147+4.2% | Added |
| PBMares Wealth Management LLC | 3,622 | $1.76M | 0.71% | +2+0.1% | Added |
| Independence Bank of Kentucky | 3,620 | $1.76M | 0.79% | −254−6.6% | Reduced |
| Choate Investment Advisors | 3,603 | $1.75M | 0.11% | +2,792+344.3% | Added |
| McMahon Financial Advisors, LLC | 3,600 | $1.75M | 0.63% | −227−5.9% | Reduced |
| Pure Financial Advisors, Inc. | 3,565 | $1.73M | 0.09% | +463+14.9% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,561 | $1.73M | 0.80% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,551 | $1.73M | 0.15% | +244+7.4% | Added |
| Sound View Wealth Advisors Group, LLC | 3,793 | $1.72M | 0.19% | −112−2.9% | Reduced |
| International Assets Investment Management, LLC | 13,505 | $1.72M | 0.18% | +11,568+597.2% | Added |