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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 6,149 | $2.91M | 0.84% | +6,149 | New |
| Veracity Capital LLC | 6,157 | $2.91M | 1.34% | −89−1.4% | Reduced |
| Bancreek Capital Management, LP | 6,172 | $2.92M | 2.46% | −6,931−52.9% | Reduced |
| Global Retirement Partners, LLC | 6,460 | $2.93M | 0.16% | +433+7.2% | Added |
| Aureus Asset Management, LLC | 6,200 | $2.93M | 0.23% | −53−0.8% | Reduced |
| Cohen Klingenstein LLC | 6,200 | $2.93M | 0.14% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,203 | $2.93M | 0.17% | −167−2.6% | Reduced |
| Symmetry Investments LP | 6,209 | $2.94M | 1.40% | +3,794+157.1% | Added |
| Solidarilty Wealth, LLC | 6,225 | $2.94M | 1.34% | +6,225 | New |
| Axxcess Wealth Management, LLC | 6,229 | $2.94M | 0.23% | +491+8.6% | Added |
| Whittier Trust Co | 6,243 | $2.95M | 0.05% | −319−4.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,291 | $2.97M | 0.23% | +24+0.4% | Added |
| Avidian Wealth Solutions, LLC | 6,292 | $2.97M | 0.16% | +136+2.2% | Added |
| Cunning Capital Partners, LP | 6,300 | $2.98M | 2.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 6,322 | $2.99M | 0.18% | −1,772−21.9% | Reduced |
| Moloney Securities Asset Management, LLC | 6,419 | $3.03M | 0.57% | −2,644−29.2% | Reduced |
| Archer Investment Corp | 6,407 | $3.04M | 1.12% | +172+2.8% | Added |
| M Holdings Securities, Inc. | 6,432 | $3.04M | 0.31% | −1,681−20.7% | Reduced |
| Citizens Business Bank | 6,437 | $3.04M | 0.70% | +8+0.1% | Added |
| Abbot Financial Management, Inc. | 6,443 | $3.05M | 2.04% | −275−4.1% | Reduced |
| Pathstone Family Office, LLC | 6,463 | $3.05M | 0.05% | −3,270−33.6% | Reduced |
| Exchange Capital Management, Inc. | 6,481 | $3.06M | 0.62% | +183+2.9% | Added |
| Ameritas Advisory Services, LLC | 6,431 | $3.07M | 0.15% | +1,340+26.3% | Added |
| Marino, Stram & Associates LLC | 6,493 | $3.07M | 0.93% | +94+1.5% | Added |
| Johnson Financial Group, Inc. | 6,508 | $3.08M | 0.22% | +1,452+28.7% | Added |
| Ontario Teachers Pension Plan Board | 6,513 | $3.08M | 0.03% | −4,678−41.8% | Reduced |
| Nicholas Company, Inc. | 6,545 | $3.09M | 0.06% | −1,510−18.7% | Reduced |
| Advisory Research Inc | 6,545 | $3.09M | 0.51% | −13−0.2% | Reduced |
| Apollon Wealth Management, LLC | 6,553 | $3.10M | 0.19% | −52−0.8% | Reduced |
| XTX Topco Ltd | 6,569 | $3.11M | 0.65% | +3,142+91.7% | Added |
| Principle Wealth Partners LLC | 6,633 | $3.14M | 0.34% | +12+0.2% | Added |
| Ocean Capital Management, LLC | 6,659 | $3.15M | 1.59% | +911+15.8% | Added |
| Scarborough Advisors, LLC | 6,666 | $3.15M | 0.79% | +64+1.0% | Added |
| Empirical Finance, LLC | 6,676 | $3.16M | 0.30% | +302+4.7% | Added |
| Wright Investors Service Inc | 6,679 | $3.16M | 0.90% | −346−4.9% | Reduced |
| Bleakley Financial Group, LLC | 6,722 | $3.18M | 0.11% | −6−0.1% | Reduced |
| Highland Capital Management, LLC | 6,723 | $3.18M | 0.24% | −548−7.5% | Reduced |
| Hall Capital Management Co Inc | 6,753 | $3.19M | 1.89% | −46−0.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,777 | $3.20M | 0.42% | −973−12.6% | Reduced |
| James Investment Research Inc | 6,800 | $3.21M | 0.43% | +3,304+94.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,831 | $3.23M | 0.11% | +336+5.2% | Added |
| McGuire Investment Group, LLC | 6,849 | $3.24M | 0.64% | −304−4.2% | Reduced |
| Red Door Wealth Management, LLC | 6,857 | $3.24M | 1.02% | +172+2.6% | Added |
| Cresset Asset Management, LLC | 6,865 | $3.25M | 0.06% | +586+9.3% | Added |
| Blue Fin Capital, Inc. | 7,199 | $3.25M | 1.05% | +11+0.2% | Added |
| Monument Capital Management | 6,888 | $3.26M | 1.09% | +4,460+183.7% | Added |
| Whalerock Point Partners, LLC | 6,893 | $3.26M | 1.21% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,907 | $3.27M | 0.27% | +5,453+375.0% | Added |
| Foundations Investment Advisors, LLC | 6,910 | $3.27M | 0.12% | +271+4.1% | Added |
| Brooks, Moore & Associates, Inc. | 6,919 | $3.27M | 2.35% | −110−1.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,299 | $3.27M | 0.50% | +7,299 | New |
| Cinctive Capital Management LP | 6,925 | $3.27M | 0.12% | +6,925 | New |
| Caldwell Trust Co | 6,929 | $3.28M | 0.45% | −998−12.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $3.31M | 0.99% | 00.0% | Unchanged |
| Viking Fund Management LLC | 7,000 | $3.31M | 0.64% | +1,300+22.8% | Added |
| Northwest Investment Counselors, LLC | 7,003 | $3.31M | 0.92% | −220−3.0% | Reduced |
| HBK Sorce Advisory LLC | 7,031 | $3.32M | 0.15% | −8,975−56.1% | Reduced |
| Gabelli Funds LLC | 7,090 | $3.35M | 0.03% | +240+3.5% | Added |
| Avantax Planning Partners, Inc. | 7,104 | $3.36M | 0.14% | −1,388−16.3% | Reduced |
| Boston Private Wealth LLC | 7,111 | $3.36M | 0.05% | −213−2.9% | Reduced |
| MV Capital Management, Inc. | 7,115 | $3.36M | 0.47% | +209+3.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,119 | $3.37M | 0.17% | −906−11.3% | Reduced |
| RFG Advisory, LLC | 7,128 | $3.37M | 0.16% | +555+8.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,133 | $3.37M | 0.46% | −54−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,142 | $3.38M | 0.09% | −168−2.3% | Reduced |
| Balentine LLC | 7,157 | $3.38M | 0.11% | −1,426−16.6% | Reduced |
| Los Angeles Capital Management LLC | 7,166 | $3.39M | 0.02% | +1,302+22.2% | Added |
| Metis Global Partners, LLC | 7,170 | $3.39M | 0.22% | +2,294+47.0% | Added |
| Traynor Capital Management, Inc. | 7,170 | $3.39M | 0.51% | +285+4.1% | Added |
| Stratos Wealth Partners, LTD. | 7,174 | $3.39M | 0.09% | −1,944−21.3% | Reduced |
| Dean Investment Associates, LLC | 7,206 | $3.41M | 0.54% | −1,637−18.5% | Reduced |
| Leelyn Smith, LLC | 7,206 | $3.41M | 0.87% | −6,157−46.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,210 | $3.41M | 0.08% | +82+1.2% | Added |
| Smith, Salley & Associates | 7,220 | $3.41M | 0.27% | +59+0.8% | Added |
| Warther Private Wealth, LLC | 7,253 | $3.43M | 2.61% | −277−3.7% | Reduced |
| Altrius Capital Management Inc | 7,254 | $3.43M | 1.05% | +138+1.9% | Added |
| J.W. Cole Advisors, Inc. | 7,274 | $3.44M | 0.24% | +231+3.3% | Added |
| CIBC Private Wealth Group, LLC | 21,519 | $3.44M | 0.01% | −1,170−5.2% | Reduced |
| Stratos Wealth Advisors, LLC | 7,288 | $3.45M | 0.27% | +114+1.6% | Added |
| Engineers Gate Manager LP | 7,294 | $3.45M | 0.14% | +7,294 | New |
| Paradigm Asset Management Co LLC | 7,300 | $3.45M | 0.95% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,337 | $3.47M | 0.41% | 00.0% | Unchanged |
| Hikari Power Ltd | 7,340 | $3.47M | 0.35% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,358 | $3.48M | 0.13% | +596+8.8% | Added |
| Navellier & Associates Inc | 7,392 | $3.49M | 0.74% | −10−0.1% | Reduced |
| Welch & Forbes LLC | 7,421 | $3.51M | 0.06% | −264−3.4% | Reduced |
| Asio Capital, LLC | 7,507 | $3.55M | 0.92% | +125+1.7% | Added |
| Princeton Global Asset Management LLC | 7,636 | $3.61M | 1.04% | +546+7.7% | Added |
| Physicians Financial Services, Inc. | 7,678 | $3.63M | 1.53% | −50−0.6% | Reduced |
| Mendel Money Management | 7,688 | $3.63M | 1.96% | −111−1.4% | Reduced |
| Orleans Capital Management Corp | 7,745 | $3.66M | 2.70% | +10+0.1% | Added |
| Icon Wealth Partners, LLC | 7,754 | $3.67M | 0.40% | +7,754 | New |
| Empower Advisory Group, LLC | 7,555 | $3.68M | 0.02% | +7,555 | New |
| Community Bank, N.A. | 7,818 | $3.70M | 0.50% | −87−1.1% | Reduced |
| Hoylecohen, LLC | 7,820 | $3.70M | 0.34% | +228+3.0% | Added |
| Toroso Investments, LLC | 7,869 | $3.72M | 0.12% | −744−8.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 7,880 | $3.73M | 1.13% | +368+4.9% | Added |
| Visionary Wealth Advisors | 7,898 | $3.73M | 0.32% | −7,477−48.6% | Reduced |
| Journey Advisory Group, LLC | 7,899 | $3.73M | 0.59% | +2,194+38.5% | Added |
| Chicago Trust Co NA | 7,908 | $3.74M | 0.94% | −1,609−16.9% | Reduced |