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, 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 | 2,795 | $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, 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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 3,066 | $1.45M | 0.00% | −3,340−52.1% | Reduced |
| Dearborn Partners LLC | 3,069 | $1.45M | 0.06% | −21−0.7% | Reduced |
| Syntal Capital Partners, LLC | 3,070 | $1.45M | 0.53% | +3,070 | New |
| Intrua Financial, LLC | 3,230 | $1.46M | 0.30% | −3,057−48.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,081 | $1.46M | 0.07% | −5−0.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,090 | $1.46M | 1.13% | −10−0.3% | Reduced |
| Northeast Financial Consultants Inc | 3,097 | $1.46M | 0.09% | −53−1.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,100 | $1.47M | 0.13% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,109 | $1.47M | 0.05% | −234−7.0% | Reduced |
| Westhampton Capital, LLC | 3,109 | $1.47M | 0.94% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,110 | $1.47M | 0.30% | −51−1.6% | Reduced |
| Herold Advisors, Inc. | 3,111 | $1.47M | 0.51% | −141−4.3% | Reduced |
| Financial Advocates Investment Management | 3,120 | $1.48M | 0.11% | +111+3.7% | Added |
| Oakworth Capital, Inc. | 3,126 | $1.48M | 0.13% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,144 | $1.49M | 0.36% | +312+11.0% | Added |
| Harbour Investments, Inc. | 3,157 | $1.49M | 0.08% | +443+16.3% | Added |
| Brighton Jones LLC | 3,173 | $1.50M | 0.09% | −321−9.2% | Reduced |
| Investment Management Associates Inc | 3,182 | $1.50M | 0.62% | −27−0.8% | Reduced |
| CWS Financial Advisors, LLC | 3,186 | $1.51M | 0.60% | −141−4.2% | Reduced |
| Inlet Private Wealth, LLC | 3,194 | $1.51M | 0.39% | 00.0% | Unchanged |
| William Allan, LLC | 3,210 | $1.52M | 1.20% | −3−0.1% | Reduced |
| Access Financial Services, Inc. | 3,220 | $1.52M | 0.93% | +257+8.7% | Added |
| Harvest Investment Advisors, LLC | 3,225 | $1.52M | 1.36% | −2−0.1% | Reduced |
| D.B. Root & Company, LLC | 3,234 | $1.53M | 0.60% | +133+4.3% | Added |
| Beaton Management Co. Inc. | 3,247 | $1.53M | 1.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,247 | $1.54M | 0.48% | −61−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 3,408 | $1.54M | 0.48% | −88−2.5% | Reduced |
| Stonnington Group, LLC | 3,136 | $1.54M | 0.40% | −1,127−26.4% | Reduced |
| Diversified Trust Co | 3,271 | $1.55M | 0.06% | +491+17.7% | Added |
| Richwood Investment Advisors, LLC | 3,283 | $1.55M | 1.55% | +1,029+45.7% | Added |
| Rice Partnership, LLC | 3,287 | $1.55M | 0.47% | +10+0.3% | Added |
| Greenwood Capital Associates LLC | 3,288 | $1.55M | 0.22% | +1,277+63.5% | Added |
| Claro Advisors LLC | 3,294 | $1.56M | 0.46% | +100+3.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,442 | $1.56M | 0.71% | −70−2.0% | Reduced |
| Guerra Pan Advisors, LLC | 3,307 | $1.56M | 1.96% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 3,313 | $1.57M | 0.24% | +957+40.6% | Added |
| LRT Capital Management, LLC | 3,315 | $1.57M | 1.18% | +3,315 | New |
| Fundamentun, LLC | 3,324 | $1.57M | 0.26% | −25−0.7% | Reduced |
| Buckingham Strategic Partners | 3,325 | $1.57M | 0.10% | −197−5.6% | Reduced |
| Meyer Handelman Co | 3,340 | $1.58M | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,240 | $1.58M | 0.45% | −42−1.3% | Reduced |
| Garner Asset Management Corp | 3,347 | $1.58M | 0.75% | −50−1.5% | Reduced |
| Compagnie Lombard Odier SCmA | 3,350 | $1.58M | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,353 | $1.59M | 0.86% | 00.0% | Unchanged |
| Curi Capital | 3,357 | $1.59M | 0.23% | −32−0.9% | Reduced |
| Wolff Wiese Magana LLC | 3,358 | $1.59M | 1.29% | +11+0.3% | Added |
| Laidlaw Wealth Management LLC | 3,366 | $1.59M | 0.32% | +162+5.1% | Added |
| Callahan Advisors, LLC | 3,379 | $1.60M | 0.21% | +479+16.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,384 | $1.60M | 0.61% | +3,384 | New |
| Compton Wealth Advisory Group, LLC | 3,396 | $1.61M | 0.55% | −58−1.7% | Reduced |
| Optimum Investment Advisors | 3,400 | $1.61M | 0.84% | −80−2.3% | Reduced |
| Redwood Investment Management, LLC | 3,401 | $1.61M | 0.17% | +146+4.5% | Added |
| Continuum Advisory, LLC | 3,404 | $1.61M | 0.27% | −1,378−28.8% | Reduced |
| Bangor Savings Bank | 3,404 | $1.61M | 0.19% | −75−2.2% | Reduced |
| Great Diamond Partners, LLC | 3,410 | $1.61M | 0.47% | −426−11.1% | Reduced |
| IAM Advisory, LLC | 3,421 | $1.62M | 0.56% | +194+6.0% | Added |
| Clarus Wealth Advisors | 3,326 | $1.63M | 1.03% | +38+1.2% | Added |
| Cahill Financial Advisors Inc | 3,462 | $1.64M | 0.29% | +296+9.3% | Added |
| Mayflower Financial Advisors, LLC | 3,463 | $1.64M | 0.22% | +335+10.7% | Added |
| Forza Wealth Management, LLC | 3,468 | $1.64M | 0.84% | +2,587+293.6% | Added |
| Schmidt P J Investment Management Inc | 3,545 | $1.65M | 0.34% | −144−3.9% | Reduced |
| New Hampshire Trust | 3,489 | $1.65M | 0.44% | −145−4.0% | Reduced |
| Altfest L J & Co Inc | 3,492 | $1.65M | 0.26% | +1,181+51.1% | Added |
| W Advisors, LLC | 3,497 | $1.65M | 1.37% | −14−0.4% | Reduced |
| Opus Investment Management Inc | 3,500 | $1.65M | 0.60% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,502 | $1.66M | 0.84% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,503 | $1.66M | 0.58% | −287−7.6% | Reduced |
| Schrum Private Wealth Management LLC | 3,507 | $1.66M | 1.91% | −252−6.7% | Reduced |
| Independence Bank of Kentucky | 3,508 | $1.66M | 0.72% | −112−3.1% | Reduced |
| Pure Financial Advisors, Inc. | 3,510 | $1.66M | 0.08% | −55−1.5% | Reduced |
| Telemus Capital, LLC | 3,524 | $1.67M | 0.15% | +92+2.7% | Added |
| HBW Advisory Services LLC | 3,529 | $1.67M | 0.42% | +149+4.4% | Added |
| LCM Capital Management Inc | 3,530 | $1.67M | 1.46% | +135+4.0% | Added |
| C2C Wealth Management, LLC | 3,424 | $1.67M | 0.27% | −49−1.4% | Reduced |
| Valmark Advisers, Inc. | 3,542 | $1.67M | 0.04% | −87−2.4% | Reduced |
| Jefferies Financial Group Inc. | 3,550 | $1.68M | 0.04% | −10,850−75.3% | Reduced |
| Moody National Bank Trust Division | 3,564 | $1.68M | 0.14% | +13+0.4% | Added |
| Venturi Wealth Management, LLC | 3,565 | $1.69M | 0.14% | −194−5.2% | Reduced |
| Exos TFP Holdings LLC | 3,584 | $1.69M | 0.43% | +1,871+109.2% | Added |
| Choate Investment Advisors | 3,591 | $1.70M | 0.08% | −12−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,592 | $1.70M | 0.20% | −350−8.9% | Reduced |
| PBMares Wealth Management LLC | 3,622 | $1.71M | 0.64% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,632 | $1.72M | 0.23% | +1,649+83.2% | Added |
| Independent Financial Group, LLC | 3,632 | $1.72M | 0.14% | −74−2.0% | Reduced |
| BDO Wealth Advisors, LLC | 3,634 | $1.72M | 0.21% | −4−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 3,633 | $1.72M | 0.14% | +2+0.1% | Added |
| Meridian Wealth Advisors, LLC | 3,635 | $1.72M | 0.43% | −19−0.5% | Reduced |
| Thrive Wealth Management, LLC | 3,643 | $1.72M | 0.44% | +143+4.1% | Added |
| McMahon Financial Advisors, LLC | 3,646 | $1.72M | 0.57% | +46+1.3% | Added |
| Scott & Selber, Inc. | 3,646 | $1.72M | 0.73% | +10+0.3% | Added |
| Roundview Capital LLC | 3,652 | $1.73M | 0.18% | +256+7.5% | Added |
| Clark Capital Management Group, Inc. | 3,684 | $1.74M | 0.02% | −116−3.1% | Reduced |
| Alta Capital Management LLC | 3,722 | $1.76M | 0.13% | +65+1.8% | Added |
| Cooper Financial Group | 3,745 | $1.77M | 0.48% | +409+12.3% | Added |
| RB Capital Management, LLC | 3,753 | $1.77M | 0.58% | +74+2.0% | Added |
| Guardian Wealth Management, Inc. | 3,763 | $1.78M | 1.71% | +5+0.1% | Added |
| Goodman Advisory Group, LLC | 3,765 | $1.78M | 0.97% | −4,327−53.5% | Reduced |
| Gray Wealth Management Inc. | 3,778 | $1.79M | 0.97% | +110+3.0% | Added |
| Legal Advantage Investments, Inc. | 3,800 | $1.80M | 1.32% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,813 | $1.80M | 0.26% | −79−2.0% | Reduced |