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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 3,826 | $1.81M | 0.19% | −119−3.0% | Reduced |
| Anchor Investment Management, LLC | 3,828 | $1.81M | 0.25% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,831 | $1.81M | 0.27% | −41−1.1% | Reduced |
| TCM Advisors, LLC | – | $1.81M | 1.64% | – | – |
| Rehmann Capital Advisory Group | 3,833 | $1.81M | 0.17% | +28+0.7% | Added |
| TCWP LLC | 3,835 | $1.81M | 0.34% | +455+13.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,861 | $1.82M | 0.81% | +300+8.4% | Added |
| Patton Fund Management, Inc. | 3,864 | $1.83M | 0.52% | −2,610−40.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,868 | $1.83M | 0.17% | −56−1.4% | Reduced |
| Stolper Co | 3,878 | $1.83M | 0.79% | +42+1.1% | Added |
| Veriti Management LLC | 3,889 | $1.84M | 0.22% | +138+3.7% | Added |
| Clough Capital Partners L P | 3,900 | $1.84M | 0.20% | 00.0% | Unchanged |
| Bollard Group LLC | 3,921 | $1.85M | 0.07% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 3,930 | $1.86M | 1.03% | +44+1.1% | Added |
| Summit Global Investments | 3,931 | $1.86M | 0.14% | −8,718−68.9% | Reduced |
| Buckley Wealth Management, LLC | 3,932 | $1.86M | 0.68% | −50−1.3% | Reduced |
| Caxton Associates LP | 3,935 | $1.86M | 0.30% | +3,935 | New |
| Pachira Investments Inc. | 3,948 | $1.87M | 8.06% | +199+5.3% | Added |
| First Hawaiian Bank | 3,970 | $1.88M | 0.06% | +250+6.7% | Added |
| Decatur Capital Management, Inc. | 3,977 | $1.88M | 1.42% | −755−16.0% | Reduced |
| One Capital Management, LLC | 3,979 | $1.88M | 0.09% | −207−4.9% | Reduced |
| RSM US Wealth Management LLC | 3,998 | $1.89M | 0.07% | +3,312+482.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,998 | $1.89M | 0.52% | +98+2.5% | Added |
| First City Capital Management, Inc. | 4,070 | $1.89M | 1.11% | +233+6.1% | Added |
| Segment Wealth Management, LLC | 4,004 | $1.89M | 0.21% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,008 | $1.90M | 0.31% | +2,102+110.3% | Added |
| InterOcean Capital Group, LLC | 4,015 | $1.90M | 0.06% | +51+1.3% | Added |
| Certified Advisory Corp | 4,019 | $1.90M | 0.34% | −77−1.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 4,022 | $1.90M | 1.74% | +3+0.1% | Added |
| Advisor OS, LLC | 4,040 | $1.91M | 0.46% | −64−1.6% | Reduced |
| Pacifica Partners Inc. | 3,919 | $1.91M | 1.15% | −553−12.4% | Reduced |
| Acropolis Investment Management, LLC | 4,048 | $1.91M | 0.16% | 00.0% | Unchanged |
| Country Club Bank | 4,056 | $1.92M | 0.16% | −4−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 4,066 | $1.92M | 1.03% | −125−3.0% | Reduced |
| First Foundation Advisors | 4,069 | $1.92M | 0.09% | +321+8.6% | Added |
| Exencial Wealth Advisors, LLC | 4,090 | $1.93M | 0.10% | −1,565−27.7% | Reduced |
| Paralel Advisors LLC | 4,108 | $1.94M | 0.11% | +108+2.7% | Added |
| Bath Savings Trust Co | 4,138 | $1.96M | 0.24% | +721+21.1% | Added |
| JGP Wealth Management, LLC | 4,140 | $1.96M | 0.34% | +110+2.7% | Added |
| Sabal Trust CO | 4,141 | $1.96M | 0.14% | +81+2.0% | Added |
| StoneX Group Inc. | 4,144 | $1.96M | 0.21% | +626+17.8% | Added |
| Cobblestone Capital Advisors LLC | 4,144 | $1.96M | 0.15% | −364−8.1% | Reduced |
| River Wealth Advisors LLC | 4,146 | $1.96M | 0.36% | +799+23.9% | Added |
| Investors Research Corp | 4,153 | $1.96M | 0.51% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,173 | $1.97M | 0.05% | +2,196+111.1% | Added |
| Verity Asset Management, Inc. | 4,174 | $1.97M | 1.18% | +2,083+99.6% | Added |
| Wealth Alliance | 4,187 | $1.98M | 0.32% | +110+2.7% | Added |
| Gateway Investment Advisers LLC | 4,196 | $1.98M | 0.02% | +1,105+35.7% | Added |
| SageView Advisory Group, LLC | 4,203 | $1.99M | 0.13% | +1,778+73.3% | Added |
| Fort Sheridan Advisors LLC | 4,213 | $1.99M | 0.51% | +699+19.9% | Added |
| Forum Financial Management, LP | 4,220 | $1.99M | 0.06% | +18+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,222 | $2.00M | 0.53% | +341+8.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,239 | $2.00M | 1.87% | −205−4.6% | Reduced |
| Mystic Asset Management, Inc. | 4,263 | $2.02M | 1.11% | −35−0.8% | Reduced |
| EPG Wealth Management LLC | 4,274 | $2.02M | 0.64% | +840+24.5% | Added |
| Evercore Wealth Management, LLC | 4,288 | $2.03M | 0.04% | −209−4.6% | Reduced |
| BFSG, LLC | 4,289 | $2.03M | 0.37% | +112+2.7% | Added |
| Heritage Trust Co | 4,294 | $2.03M | 0.32% | +127+3.0% | Added |
| Magnus Financial Group LLC | 4,306 | $2.04M | 0.31% | +149+3.6% | Added |
| Edgestream Partners, L.P. | 4,309 | $2.04M | 0.22% | +2,179+102.3% | Added |
| Tokio Marine Asset Management Co Ltd | 4,330 | $2.05M | 0.14% | +423+10.8% | Added |
| Smithfield Trust Co | 4,338 | $2.05M | 0.13% | +1,079+33.1% | Added |
| Convergence Investment Partners, LLC | 4,340 | $2.05M | 1.21% | −297−6.4% | Reduced |
| Signature Wealth Management Group | 4,344 | $2.05M | 0.97% | −108−2.4% | Reduced |
| Savant Capital, LLC | 4,348 | $2.06M | 0.04% | −298−6.4% | Reduced |
| IFP Advisors, Inc | 8,004 | $2.06M | 0.10% | −5,910−42.5% | Reduced |
| Leisure Capital Management | 4,387 | $2.07M | 1.19% | +21+0.5% | Added |
| Forefront Wealth Management Inc. | 4,400 | $2.08M | 2.72% | +10+0.2% | Added |
| Icon Advisers Inc | 4,400 | $2.08M | 0.53% | −2,100−32.3% | Reduced |
| Wade G W & Inc | 4,403 | $2.08M | 0.08% | −212−4.6% | Reduced |
| Fulton Bank, N.A. | 4,411 | $2.09M | 0.11% | +5+0.1% | Added |
| Plimoth Trust Co LLC | 4,429 | $2.09M | 0.65% | +14+0.3% | Added |
| Verition Fund Management LLC | 4,433 | $2.10M | 0.03% | −3,981−47.3% | Reduced |
| First Command Bank | 4,437 | $2.10M | 0.21% | −277−5.9% | Reduced |
| First Command Financial Services, Inc. | 4,437 | $2.10M | 0.21% | −277−5.9% | Reduced |
| Wellington Shields Capital Management, LLC | 4,462 | $2.11M | 0.25% | +51+1.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 4,465 | $2.11M | 0.76% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,486 | $2.12M | 0.01% | +209+4.9% | Added |
| Mountain Capital Investment Advisors, Inc | 4,336 | $2.13M | 0.94% | +163+3.9% | Added |
| Kenfarb & Co. | 4,515 | $2.13M | 1.91% | −160−3.4% | Reduced |
| Hilltop Holdings Inc. | 4,527 | $2.14M | 0.29% | −441−8.9% | Reduced |
| Secure Asset Management, LLC | 4,528 | $2.14M | 0.71% | +382+9.2% | Added |
| WESPAC Advisors SoCal, LLC | 4,531 | $2.14M | 0.74% | +150+3.4% | Added |
| TrimTabs Asset Management, LLC | 4,532 | $2.14M | 1.15% | +580+14.7% | Added |
| Duality Advisers, LP | 4,535 | $2.14M | 0.24% | +2,840+167.6% | Added |
| West Oak Capital, LLC | 4,564 | $2.16M | 1.09% | −475−9.4% | Reduced |
| Dakota Wealth Management | 4,576 | $2.16M | 0.14% | +186+4.2% | Added |
| Lantz Financial LLC | 4,581 | $2.17M | 0.90% | −74−1.6% | Reduced |
| Epacria Capital Partners, LLC | 4,600 | $2.17M | 1.71% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,626 | $2.19M | 0.74% | +150+3.4% | Added |
| Western Wealth Management, LLC | 4,633 | $2.19M | 0.20% | +154+3.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,633 | $2.19M | 0.05% | +616+15.3% | Added |
| Ronald Blue Trust, Inc. | 4,513 | $2.20M | 0.04% | −266−5.6% | Reduced |
| Powers Advisory Group, LLC | 4,651 | $2.20M | 1.54% | +38+0.8% | Added |
| Ogorek Anthony Joseph | 4,662 | $2.20M | 0.90% | −403−8.0% | Reduced |
| Fca Corp | 4,668 | $2.21M | 0.83% | +208+4.7% | Added |
| Phoenix Wealth Advisors | 4,677 | $2.21M | 1.37% | −125−2.6% | Reduced |
| Fort Pitt Capital Group, LLC | 4,685 | $2.21M | 0.09% | −116−2.4% | Reduced |
| Change Path, LLC | 4,761 | $2.25M | 0.11% | +410+9.4% | Added |
| Horizon Investments, LLC | 4,781 | $2.26M | 0.07% | −4,220−46.9% | Reduced |