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
- 2,283
- +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
- 902 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 |
|---|---|---|---|---|---|
| RKL Wealth Management LLC | 2,437 | $1.15M | 0.15% | −174−6.7% | Reduced |
| Castle Rock Wealth Management, LLC | 2,558 | $1.16M | 0.41% | −68−2.6% | Reduced |
| My Legacy Advisors, LLC | 2,346 | $1.17M | 0.50% | +77+3.4% | Added |
| Golden State Equity Partners | 2,468 | $1.17M | 0.63% | +2,468 | New |
| Vicus Capital | 2,470 | $1.17M | 0.13% | +23+0.9% | Added |
| Legacy Financial Advisors, Inc. | 2,471 | $1.17M | 0.24% | +127+5.4% | Added |
| Marcum Wealth, LLC | 2,479 | $1.17M | 0.15% | −239−8.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,489 | $1.18M | 0.34% | +1,280+105.9% | Added |
| Washington Capital Management Inc | 2,500 | $1.18M | 1.05% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $1.18M | 1.09% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,507 | $1.19M | 0.07% | +165+7.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,508 | $1.19M | 0.01% | +16+0.6% | Added |
| Hoey Investments, Inc | 2,509 | $1.19M | 0.47% | +59+2.4% | Added |
| Global Financial Private Client, LLC | 2,438 | $1.19M | 0.61% | +861+54.6% | Added |
| Ancora Advisors, LLC | 2,519 | $1.19M | 0.03% | +30+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,525 | $1.19M | 0.09% | +5+0.2% | Added |
| Royal Fund Management, LLC | 2,534 | $1.20M | 0.18% | −122−4.6% | Reduced |
| Eads & Heald Wealth Management | 2,538 | $1.20M | 0.59% | +191+8.1% | Added |
| AustralianSuper Pty Ltd | 2,552 | $1.21M | 0.01% | +2,552 | New |
| Wedmont Private Capital | 2,438 | $1.21M | 0.16% | +188+8.4% | Added |
| PFG Advisors | 2,567 | $1.21M | 0.10% | +373+17.0% | Added |
| Sippican Capital Advisors | 2,569 | $1.21M | 1.16% | −4−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,585 | $1.22M | 0.14% | −208−7.4% | Reduced |
| Platform Technology Partners | 2,590 | $1.22M | 0.60% | +277+12.0% | Added |
| Duff & Phelps Investment Management Co | 2,590 | $1.22M | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 2,590 | $1.22M | 0.57% | +100+4.0% | Added |
| Ethic Inc. | 2,591 | $1.22M | 0.05% | +371+16.7% | Added |
| Algert Global LLC | 2,592 | $1.23M | 0.06% | +524+25.3% | Added |
| BCJ Capital Management, LLC | 2,593 | $1.23M | 0.11% | +280+12.1% | Added |
| Beaumont Asset Management, L.L.C. | 2,594 | $1.23M | 0.90% | −163−5.9% | Reduced |
| Clarius Group, LLC | 2,597 | $1.23M | 0.10% | −33−1.3% | Reduced |
| Mission Wealth Management, LP | 2,599 | $1.23M | 0.05% | +147+6.0% | Added |
| VisionPoint Advisory Group, LLC | 2,722 | $1.23M | 0.54% | −1,133−29.4% | Reduced |
| Purus Wealth Management, LLC | 2,609 | $1.23M | 0.97% | +40+1.6% | Added |
| Argent Advisors, Inc. | 2,613 | $1.24M | 0.59% | +92+3.6% | Added |
| Bryn Mawr Trust Co | 2,616 | $1.24M | 0.05% | +582+28.6% | Added |
| Steel Peak Wealth Management LLC | 2,622 | $1.24M | 0.08% | +455+21.0% | Added |
| Nicholas Hoffman & Company, LLC. | 2,638 | $1.25M | 0.11% | +173+7.0% | Added |
| Strategic Wealth Designers | 2,639 | $1.25M | 0.23% | +2,064+359.0% | Added |
| South State Corp. | 2,639 | $1.25M | 0.12% | −27−1.0% | Reduced |
| Nilsine Partners, LLC | 2,659 | $1.26M | 0.20% | +2,659 | New |
| Phoenix Holdings Ltd. | 2,667 | $1.26M | 0.03% | +2,667 | New |
| High Note Wealth, LLC | 2,687 | $1.27M | 0.52% | +168+6.7% | Added |
| Excalibur Management Corp | 2,701 | $1.28M | 0.66% | −3−0.1% | Reduced |
| Brookfield Asset Management Inc. | 2,709 | $1.28M | 0.01% | −19,151−87.6% | Reduced |
| Peoples Financial Services Corp. | 2,716 | $1.28M | 0.60% | −391−12.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,720 | $1.29M | 0.75% | +10.0% | Added |
| Lester Murray Antman dba SimplyRich | 2,729 | $1.29M | 0.48% | −28−1.0% | Reduced |
| First Financial Corp | 2,742 | $1.30M | 0.81% | −404−12.8% | Reduced |
| ICA Group Wealth Management, LLC | 2,754 | $1.30M | 0.31% | +94+3.5% | Added |
| Fund Management at Engine No. 1 LLC | 2,756 | $1.30M | 0.26% | +188+7.3% | Added |
| Cassaday & Co Wealth Management LLC | 2,767 | $1.31M | 0.06% | +28+1.0% | Added |
| Aspen Investment Management Inc | 2,770 | $1.31M | 0.84% | +220+8.6% | Added |
| Cigna Investments Inc | 2,792 | $1.32M | 0.26% | −118−4.1% | Reduced |
| Kovack Advisors, Inc. | 2,796 | $1.32M | 0.18% | +2+0.1% | Added |
| LCNB Corp | 2,798 | $1.32M | 0.60% | +60+2.2% | Added |
| Covenant Asset Management, LLC | 2,800 | $1.32M | 0.43% | +259+10.2% | Added |
| Valley Brook Capital Group | 2,800 | $1.32M | 1.22% | 00.0% | Unchanged |
| Laurion Capital Management LP | 2,814 | $1.33M | 0.06% | +2,814 | New |
| Signet Investment Advisory Group, Inc. | 2,825 | $1.34M | 0.92% | −245−8.0% | Reduced |
| Matrix Trust Co | 2,830 | $1.34M | 0.36% | +583+25.9% | Added |
| Vontobel Holding Ltd. | 2,838 | $1.34M | 0.01% | +1,076+61.1% | Added |
| Islay Capital Management, LLC | 2,844 | $1.34M | 1.31% | +92+3.3% | Added |
| Boit C F David | 2,720 | $1.35M | 0.92% | +800+41.7% | Added |
| Howe & Rusling Inc | 2,850 | $1.35M | 0.16% | +1,512+113.0% | Added |
| Clearview Wealth Advisors LLC | 2,851 | $1.35M | 1.37% | +981+52.5% | Added |
| Holderness Investments Co | 2,855 | $1.35M | 0.54% | −56−1.9% | Reduced |
| Deseret Mutual Benefit Administrators | 2,858 | $1.35M | 0.53% | −76−2.6% | Reduced |
| Roberts Glore & Co Inc | 2,859 | $1.35M | 0.45% | +27+1.0% | Added |
| Sage Investment Advisers LLC | 2,860 | $1.35M | 1.81% | 00.0% | Unchanged |
| First Western Trust Bank | 2,861 | $1.35M | 0.07% | +42+1.5% | Added |
| Alterity Financial Group, LLC | 2,863 | $1.35M | 1.98% | +18+0.6% | Added |
| BancorpSouth Bank | 2,867 | $1.36M | 0.12% | +2+0.1% | Added |
| First National Bank & Trust Co of Newtown | 2,868 | $1.36M | 0.30% | −150−5.0% | Reduced |
| TFG Advisers LLC | 2,871 | $1.36M | 0.66% | +74+2.6% | Added |
| GPS Wealth Strategies Group, LLC | 2,872 | $1.36M | 0.28% | +2,872 | New |
| Strategic Blueprint, LLC | 2,873 | $1.36M | 0.14% | −153−5.1% | Reduced |
| Fisher Asset Management, LLC | 2,887 | $1.37M | 0.00% | −461−13.8% | Reduced |
| Stokes Family Office, LLC | 2,897 | $1.37M | 0.17% | +543+23.1% | Added |
| Institute for Wealth Management, LLC. | 2,912 | $1.38M | 0.27% | −15−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,920 | $1.38M | 0.59% | −83−2.8% | Reduced |
| Sowell Financial Services LLC | 2,940 | $1.39M | 0.11% | +2,940 | New |
| Lederer & Associates Investment Counsel | 2,942 | $1.39M | 1.07% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 2,957 | $1.40M | 0.94% | +1,511+104.5% | Added |
| Pitcairn Co | 2,958 | $1.40M | 0.13% | +494+20.0% | Added |
| TrinityPoint Wealth, LLC | 2,959 | $1.40M | 0.30% | +196+7.1% | Added |
| GoalVest Advisory LLC | 2,973 | $1.41M | 0.82% | +47+1.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.41M | 1.08% | −10−0.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,987 | $1.41M | 0.11% | −84−2.7% | Reduced |
| Crestwood Advisors Group LLC | 2,990 | $1.41M | 0.05% | −679−18.5% | Reduced |
| D'Orazio & Associates, Inc. | 2,996 | $1.42M | 0.37% | −713−19.2% | Reduced |
| Diversified, LLC | 2,998 | $1.42M | 0.51% | −480−13.8% | Reduced |
| Wolverine Asset Management LLC | 3,000 | $1.42M | 0.03% | +3,000 | New |
| Qsemble Capital Management, LP | 3,000 | $1.42M | 0.96% | +3,000 | New |
| Flagship Harbor Advisors, LLC | 3,002 | $1.42M | 0.13% | +311+11.6% | Added |
| Central Bank & Trust Co | 3,014 | $1.42M | 0.25% | +227+8.1% | Added |
| Alaethes Wealth LLC | 3,020 | $1.43M | 0.84% | +139+4.8% | Added |
| Tandem Capital Management Corp | 3,026 | $1.43M | 1.01% | +214+7.6% | Added |
| Augustine Asset Management Inc | 3,050 | $1.44M | 0.71% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,058 | $1.45M | 0.06% | −80−2.5% | Reduced |