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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CFO4Life Group, LLC | 1,580 | $746.9K | 0.17% | +114+7.8% | Added |
| Dorsey & Whitney Trust CO LLC | 1,587 | $750.2K | 0.07% | +458+40.6% | Added |
| Mather Group, LLC. | 1,588 | $750.7K | 0.01% | +529+50.0% | Added |
| Baystate Wealth Management LLC | 1,591 | $752.1K | 0.07% | −35−2.2% | Reduced |
| NorthRock Partners, LLC | 1,594 | $753.8K | 0.08% | −249−13.5% | Reduced |
| Trust Co | 1,595 | $754.0K | 0.11% | +21+1.3% | Added |
| Carmichael Hill & Associates, Inc. | 1,595 | $754.1K | 0.39% | +42+2.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,595 | $755.2K | 0.40% | −138−8.0% | Reduced |
| Pictet & Cie (Europe) SA | 1,600 | $756.4K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,602 | $757.3K | 0.05% | −453−22.0% | Reduced |
| Columbia Trust Co 01012016 | 1,609 | $760.6K | 0.44% | −120−6.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,610 | $761.1K | 0.03% | −121−7.0% | Reduced |
| SL Advisors, LLC | 1,612 | $762.0K | 1.63% | −55−3.3% | Reduced |
| Brady Family Wealth, LLC | 1,614 | $763.2K | 0.30% | −143−8.1% | Reduced |
| Baldwin Investment Management, LLC | 1,615 | $763.5K | 0.14% | +100+6.6% | Added |
| Altus Wealth Group LLC | 1,617 | $764.4K | 0.51% | +5+0.3% | Added |
| Wharton Business Group, LLC | 1,619 | $765.0K | 0.05% | 00.0% | Unchanged |
| Renasant Bank | 1,621 | $766.3K | 0.60% | −170−9.5% | Reduced |
| Gilman Hill Asset Management, LLC | 1,622 | $766.8K | 0.16% | −25−1.5% | Reduced |
| Key Financial Inc | 1,626 | $768.7K | 0.28% | +697+75.0% | Added |
| Hodges Capital Management Inc. | 2,401 | $771.0K | 0.06% | +1,293+116.7% | Added |
| Schnieders Capital Management LLC | 1,632 | $771.5K | 0.17% | +320+24.4% | Added |
| Monarch Capital Management Inc | 1,633 | $772.0K | 0.24% | +185+12.8% | Added |
| PYA Waltman Capital, LLC | 1,640 | $775.1K | 0.38% | +522+46.7% | Added |
| Cornerstone Wealth Management, LLC | 1,641 | $775.6K | 0.08% | +1,641 | New |
| Keudell/Morrison Wealth Management | 1,643 | $776.5K | 0.23% | +24+1.5% | Added |
| CIC Wealth, LLC | 1,651 | $780.4K | 0.29% | +38+2.4% | Added |
| Chicago Partners Investment Group LLC | 1,624 | $780.9K | 0.05% | +139+9.4% | Added |
| Verus Capital Partners, LLC | 1,656 | $782.9K | 0.12% | +414+33.3% | Added |
| Crescent Grove Advisors, LLC | 1,657 | $783.3K | 0.09% | +294+21.6% | Added |
| Corton Capital Inc. | 1,663 | $786.1K | 0.54% | +461+38.4% | Added |
| Aigen Investment Management, LP | 1,663 | $786.1K | 0.11% | +1,663 | New |
| Robertson Stephens Wealth Management, LLC | 1,664 | $786.6K | 0.06% | +97+6.2% | Added |
| Graypoint LLC | 1,670 | $789.4K | 0.09% | +556+49.9% | Added |
| Sompo Asset Management Co., Ltd. | 1,670 | $789.5K | 0.17% | −2,345−58.4% | Reduced |
| Carret Asset Management, LLC | 1,678 | $793.0K | 0.11% | −3−0.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,679 | $793.7K | 0.48% | −21−1.2% | Reduced |
| Bank Hapoalim BM | 1,680 | $794.0K | 0.11% | −221−11.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,689 | $798.0K | 1.00% | −296−14.9% | Reduced |
| Goldstein Advisors, LLC | 1,690 | $798.9K | 0.18% | −2−0.1% | Reduced |
| KC Investment Advisors, LLC | 1,691 | $799.0K | 0.75% | −25−1.5% | Reduced |
| Kinsale Capital Group, Inc. | 1,692 | $799.8K | 0.58% | +870+105.8% | Added |
| MidWestOne Financial Group, Inc. | 1,698 | $802.7K | 0.18% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 1,700 | $803.6K | 0.27% | +1,700 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,701 | $804.1K | 0.25% | −28−1.6% | Reduced |
| Klingman & Associates, LLC | 1,702 | $804.6K | 0.07% | +4+0.2% | Added |
| Silver Oak Securities, Inc | 1,711 | $809.0K | 0.13% | +253+17.4% | Added |
| Procyon Private Wealth Partners, LLC | 1,717 | $811.5K | 0.13% | +33+2.0% | Added |
| FRG Family Wealth Advisors LLC | 1,725 | $815.5K | 0.19% | 00.0% | Unchanged |
| Washington Trust Bank | 1,726 | $815.9K | 0.09% | +57+3.4% | Added |
| Prestige Wealth Management Group LLC | 1,726 | $816.0K | 0.21% | +31+1.8% | Added |
| Waldron Private Wealth LLC | 1,728 | $816.9K | 0.04% | +396+29.7% | Added |
| Wade Financial Advisory, Inc | 1,730 | $817.8K | 0.34% | −25−1.4% | Reduced |
| Hudock, Inc. | 1,730 | $817.8K | 0.20% | +29+1.7% | Added |
| Mill Creek Capital Advisors, LLC | 1,731 | $818.3K | 0.03% | −3−0.2% | Reduced |
| Monograph Wealth Advisors, LLC | 1,731 | $818.4K | 0.19% | −139−7.4% | Reduced |
| Prio Wealth Limited Partnership | 1,735 | $820.2K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,739 | $822.5K | 0.06% | −44−2.5% | Reduced |
| Financial Planning & Information Services, Inc. | 1,745 | $824.9K | 0.16% | 00.0% | Unchanged |
| City State Bank | 1,746 | $825.0K | 0.47% | −34−1.9% | Reduced |
| Gallacher Capital Management LLC | 1,746 | $825.6K | 0.50% | +947+118.5% | Added |
| Atom Investors LP | 1,752 | $828.2K | 0.45% | −754−30.1% | Reduced |
| Norris Financial Group, LLC | 1,753 | $828.7K | 0.61% | −22−1.2% | Reduced |
| Enterprise Financial Services Corp | 1,765 | $834.4K | 0.55% | +86+5.1% | Added |
| Diametric Capital, LP | 1,772 | $837.7K | 0.40% | +1,772 | New |
| MBM Wealth Consultants, LLC | 1,619 | $839.0K | 0.36% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,775 | $839.1K | 0.31% | −79−4.3% | Reduced |
| Helen Stephens Group, LLC | 1,780 | $841.4K | 0.44% | −4−0.2% | Reduced |
| Groesbeck Investment Management Corp | 1,786 | $844.0K | 1.26% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,790 | $846.0K | 0.52% | +37+2.1% | Added |
| Strait & Sound Wealth Management LLC | 1,797 | $849.5K | 0.84% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,798 | $849.9K | 0.26% | +78+4.5% | Added |
| Benjamin Edwards Inc | 1,798 | $850.0K | 0.21% | −355−16.5% | Reduced |
| Diamant Asset Management, Inc. | 1,800 | $850.9K | 0.70% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,807 | $854.2K | 0.01% | −10−0.6% | Reduced |
| Stony Point Wealth Management Inc. | 1,807 | $854.4K | 0.44% | −831−31.5% | Reduced |
| Geller Advisors LLC | 1,809 | $855.2K | 0.13% | −4−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,763 | $857.6K | 0.21% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,815 | $858.1K | 0.24% | +27+1.5% | Added |
| Insigneo Advisory Services, LLC | 1,815 | $858.1K | 0.27% | −49−2.6% | Reduced |
| Titleist Asset Management, LLC | 1,816 | $858.6K | 0.18% | +1,816 | New |
| Nomura Holdings Inc | 1,822 | $861.3K | 0.01% | −30,907−94.4% | Reduced |
| Omnia Family Wealth, LLC | 1,822 | $861.3K | 0.66% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,828 | $864.1K | 1.01% | −126−6.4% | Reduced |
| Means Investment Co., Inc. | 1,835 | $867.5K | 0.15% | −28−1.5% | Reduced |
| Cornerstone Capital, Inc. | 1,835 | $867.5K | 0.10% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,889 | $872.0K | 0.14% | +107+6.0% | Added |
| AMG National Trust Bank | 1,848 | $873.6K | 0.03% | +849+85.0% | Added |
| Karpas Strategies, LLC | 1,850 | $874.6K | 0.31% | +8+0.4% | Added |
| Patron Partners Advisors, LLC | 1,851 | $875.0K | 0.65% | +74+4.2% | Added |
| Gradient Capital Advisors, LLC | 1,852 | $875.3K | 0.37% | +20+1.1% | Added |
| Ausdal Financial Partners, Inc. | 1,859 | $879.0K | 0.12% | +404+27.8% | Added |
| Walker Asset Management, LLC | 1,862 | $880.2K | 0.76% | +593+46.7% | Added |
| McDonald Partners LLC | 1,865 | $881.7K | 0.29% | +20+1.1% | Added |
| Wulff, Hansen & Co. | 1,875 | $886.4K | 1.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,815 | $886.6K | 0.37% | −74−3.9% | Reduced |
| Accurate Wealth Management, LLC | 1,800 | $894.2K | 0.31% | +77+4.5% | Added |
| SPC Financial, Inc. | 1,897 | $896.6K | 0.10% | +4+0.2% | Added |
| DeDora Capital, Inc. | 1,899 | $897.7K | 0.38% | +3+0.2% | Added |
| Rockingstone Advisors LLC | 1,904 | $900.1K | 0.55% | −30−1.6% | Reduced |