Lockheed Martin Corp

LMT

Exchange: NYSE
Industry: Guided Missiles & Space Vehicles & Parts
SEC CIK: 0000936468

SEC filings (opens in a new tab)

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, Q1 2023

Institutional positions in Lockheed Martin Corp as of Mar 31, 2023. 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: 2,284; +10 vs. Q4 2022
Shares held: 192.0M; −4.80M (−2.4%) vs. Q4 2022
Total value: $90.1B; −$5.47B (−5.7%) vs. Q4 2022
New holders: 134; 903 more added
Sold out: 124; 911 more reduced

49 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 2,284 institutions

Value heldQ1 2023: $90.1B

Institutions holding LMT and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q4 2022.

Institutions holding LMT in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Summit Wealth Group, LLC	218,350	$0	0.00%	+218,350	New
Sofos Investments, Inc.	1,489	$489	0.02%	+1,003+206.4%	Added
Tfo-TDC, LLC	2	$945	0.00%	−3−60.0%	Reduced
WFA Asset Management Corp	2	$1.03K	0.00%	00.0%	Unchanged
Syverson Strege & Co	2	$1.12K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	4	$1.89K	0.00%	−21−84.0%	Reduced
Highline Wealth Partners LLC	5	$2.36K	0.00%	00.0%	Unchanged
Kessler Investment Group, LLC	5	$2.36K	0.00%	00.0%	Unchanged
TFC Financial Management	5	$2.38K	0.00%	00.0%	Unchanged
Activest Wealth Management	5	$2.38K	0.00%	+5	New
Cornerstone Management, Inc.	5	$2.48K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	6	$2.84K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	6	$2.84K	0.00%	00.0%	Unchanged
New Millennium Group LLC	7	$3.31K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	7	$3.31K	0.00%	00.0%	Unchanged
Horizons Wealth Management	8	$3.78K	0.00%	00.0%	Unchanged
DB Wealth Management Group, LLC	8	$3.78K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	9	$4.00K	0.00%	00.0%	Unchanged
SkyView Investment Advisors, LLC	8	$4.00K	0.00%	+8	New
PayPay Securities Corp	11	$5.20K	0.35%	−6−35.3%	Reduced
Slocum, Gordon & Co LLP	12	$5.67K	0.00%	00.0%	Unchanged
Country Trust Bank	12	$5.67K	0.00%	−24−66.7%	Reduced
Bradley & Co. Private Wealth Management, LLC	13	$6.14K	0.01%	00.0%	Unchanged
NVWM, LLC	14	$6.62K	0.00%	−1,261−98.9%	Reduced
Annapolis Financial Services, LLC	14	$6.62K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	15	$6.93K	0.01%	+1+7.1%	Added
New England Capital Financial Advisors LLC	15	$7.00K	0.00%	00.0%	Unchanged
Birch Capital Management, LLC	15	$7.09K	0.00%	00.0%	Unchanged
TD Capital Management LLC	15	$7.13K	0.00%	00.0%	Unchanged
Red Tortoise LLC	16	$7.56K	0.01%	−120−88.2%	Reduced
Stuart Chaussee & Associates, Inc.	17	$8.04K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	18	$8.51K	0.00%	−82−82.0%	Reduced
Thomas J. Herzfeld Advisors, Inc.	23	$10.9K	0.00%	+2+9.5%	Added
SJS Investment Consulting Inc.	23	$10.9K	0.00%	+4+21.1%	Added
Larson Financial Group LLC	24	$11.3K	0.00%	+4+20.0%	Added
Estabrook Capital Management	26	$12.3K	0.00%	−23−46.9%	Reduced
Perritt Capital Management Inc	27	$12.8K	0.01%	00.0%	Unchanged
Castleview Partners, LLC	27	$12.8K	0.01%	00.0%	Unchanged
Atlantic Trust, LLC	30	$14.2K	0.00%	−261−89.7%	Reduced
Belmont Capital, LLC	32	$15.1K	0.01%	00.0%	Unchanged
Clear Investment Research, LLC	32	$15.1K	0.03%	+32	New
Eagle Bay Advisors LLC	33	$15.6K	0.01%	−12−26.7%	Reduced
McIlrath & Eck, LLC	33	$15.6K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	33	$15.6K	0.01%	−11−25.0%	Reduced
Eukles Asset Management	36	$17.0K	0.01%	00.0%	Unchanged
PFS Partners, LLC	36	$17.0K	0.02%	00.0%	Unchanged
Your Advocates Ltd., LLP	36	$17.2K	0.01%	00.0%	Unchanged
Disciplined Investments, LLC	38	$18.0K	0.01%	+12+46.2%	Added
Tortoise Investment Management, LLC	40	$18.9K	0.00%	−25−38.5%	Reduced
Clean Yield Group	40	$18.9K	0.01%	−10−20.0%	Reduced
Operose Advisors LLC	40	$18.9K	0.01%	00.0%	Unchanged
United Community Bank	40	$18.9K	0.02%	00.0%	Unchanged
Stone House Investment Management, LLC	44	$20.8K	0.01%	+44	New
Stephens Consulting, LLC	44	$20.8K	0.01%	00.0%	Unchanged
Legend Financial Advisors, Inc.	47	$22.2K	0.02%	−6−11.3%	Reduced
Retirement Group, LLC	49	$23.0K	0.01%	+7+16.7%	Added
Godsey & Gibb Associates	49	$23.2K	0.00%	+40+444.4%	Added
Pension & Wealth Management Advisors, Inc.	50	$23.6K	0.02%	00.0%	Unchanged
Maryland Capital Advisors Inc.	50	$23.6K	0.02%	00.0%	Unchanged
USA Financial Portformulas Corp	53	$25.1K	0.04%	+53	New
Rise Advisors, LLC	56	$26.4K	0.02%	00.0%	Unchanged
Mendota Financial Group, LLC	60	$26.5K	0.03%	00.0%	Unchanged
Front Row Advisors LLC	60	$28.0K	0.01%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	60	$28.4K	0.00%	+30+100.0%	Added
Paladin Advisory Group, LLC	61	$28.8K	0.02%	+61	New
Moisand Fitzgerald Tamayo, LLC	64	$30.3K	0.01%	−204−76.1%	Reduced
Addison Advisors LLC	65	$30.7K	0.02%	+12+22.6%	Added
Field & Main Bank	67	$31.7K	0.02%	−5−6.9%	Reduced
IAG Wealth Partners, LLC	69	$32.6K	0.01%	−36−34.3%	Reduced
Washington Trust Advisors, Inc.	70	$33.1K	0.00%	00.0%	Unchanged
Western Pacific Wealth Management, LP	72	$34.0K	0.03%	00.0%	Unchanged
KB Financial Partners, LLC	75	$35.0K	0.01%	00.0%	Unchanged
TD Ameritrade Investment Management, LLC	74	$35.0K	0.00%	+5+7.2%	Added
Cascade Investment Advisors, Inc.	75	$35.5K	0.03%	+75	New
Blue Bell Private Wealth Management, LLC	76	$36.0K	0.01%	00.0%	Unchanged
HighMark Wealth Management LLC	76	$36.0K	0.03%	00.0%	Unchanged
Grey Fox Wealth Advisors, LLC	77	$36.6K	0.02%	+22+40.0%	Added
Schubert & Co	78	$36.9K	0.03%	+5+6.8%	Added
Baldwin Brothers Inc	80	$37.8K	0.00%	00.0%	Unchanged
Erste Asset Management GmbH	80	$37.8K	0.00%	+80	New
Milestone Investment Advisors LLC	81	$38.3K	0.01%	+81	New
Richard W. Paul & Associates, LLC	82	$38.8K	0.02%	−15−15.5%	Reduced
Live Oak Investment Partners	–	$40.2K	0.04%	–	–
Atticus Wealth Management, LLC	87	$41.1K	0.02%	−269−75.6%	Reduced
Tradewinds Capital Management, LLC	87	$41.1K	0.01%	−41−32.0%	Reduced
Abound Wealth Management	91	$43.2K	0.02%	+36+65.5%	Added
NewSquare Capital LLC	93	$44.0K	0.01%	+20+27.4%	Added
IMA Wealth, Inc.	95	$44.9K	0.01%	00.0%	Unchanged
Piscataqua Savings Bank	96	$45.4K	0.04%	00.0%	Unchanged
Citizens National Bank Trust Department	96	$45.4K	0.01%	00.0%	Unchanged
Missouri Trust & Investment Co	100	$47.3K	0.03%	−35−25.9%	Reduced
Park Circle Co	100	$47.3K	0.05%	00.0%	Unchanged
PrairieView Partners, LLC	103	$48.0K	0.01%	−11−9.6%	Reduced
American State Bank (Iowa)	105	$49.6K	0.04%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	106	$50.3K	0.01%	+36+51.4%	Added
Earnest Partners LLC	113	$53.4K	0.00%	00.0%	Unchanged
Ahrens Investment Partners LLC	118	$55.8K	0.03%	+118	New
JTC Employer Solutions Trusteee Ltd	118	$56.0K	0.01%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	120	$56.7K	0.00%	+120	New
Horan Securities, Inc.	124	$58.6K	0.03%	−4−3.1%	Reduced