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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 20,817 | $9.84M | 0.46% | +6,145+41.9% | Added |
| British Columbia Investment Management Corp | 21,048 | $9.95M | 0.10% | −129−0.6% | Reduced |
| FORA Capital, LLC | 21,109 | $9.98M | 1.00% | +21,109 | New |
| Davenport & Co LLC | 21,110 | $9.98M | 0.08% | −212−1.0% | Reduced |
| Balyasny Asset Management LLC | 21,216 | $10.0M | 0.03% | +21,216 | New |
| Private Capital Advisors, Inc. | 21,247 | $10.0M | 1.89% | −7,020−24.8% | Reduced |
| Stephens Inc | 21,370 | $10.1M | 0.19% | −2,224−9.4% | Reduced |
| Amundi | 20,662 | $10.1M | 0.01% | +508+2.5% | Added |
| Gotham Asset Management, LLC | 21,585 | $10.2M | 0.25% | −10,212−32.1% | Reduced |
| Tufton Capital Management | 21,617 | $10.2M | 2.21% | −140−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 21,736 | $10.3M | 1.17% | −439−2.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 21,767 | $10.3M | 1.19% | −1,291−5.6% | Reduced |
| Janus Henderson Group PLC | 21,805 | $10.3M | 0.01% | −8,273−27.5% | Reduced |
| Jeppson Wealth Management, LLC | 21,803 | $10.3M | 4.49% | +152+0.7% | Added |
| TruWealth Advisors, LLC | 22,058 | $10.4M | 0.96% | +445+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,062 | $10.4M | 0.44% | +5,662+34.5% | Added |
| Johnson Investment Counsel Inc | 22,087 | $10.4M | 0.14% | −420−1.9% | Reduced |
| Valley National Advisers Inc | 21,765 | $10.5M | 1.84% | −628−2.8% | Reduced |
| IFM Investors Pty Ltd | 22,157 | $10.5M | 0.16% | +636+3.0% | Added |
| ARS Wealth Advisors Group, LLC | 22,166 | $10.5M | 1.93% | −2,227−9.1% | Reduced |
| United Asset Strategies, Inc. | 22,395 | $10.6M | 1.40% | +478+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 22,453 | $10.6M | 0.11% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 22,527 | $10.6M | 0.17% | −95−0.4% | Reduced |
| Buckhead Capital Management LLC | 22,681 | $10.7M | 2.52% | +67+0.3% | Added |
| Westpac Banking Corp | 22,724 | $10.7M | 0.14% | −3,209−12.4% | Reduced |
| Cullinan Associates Inc | 22,992 | $10.9M | 0.63% | +5,869+34.3% | Added |
| LVM Capital Management Ltd | 23,155 | $10.9M | 1.52% | +865+3.9% | Added |
| Tamar Securities, LLC | 23,413 | $11.1M | 3.18% | +60+0.3% | Added |
| Independent Advisor Alliance | 23,560 | $11.1M | 0.54% | −4,985−17.5% | Reduced |
| American National Bank | 23,631 | $11.2M | 2.06% | −1,090−4.4% | Reduced |
| Yousif Capital Management, LLC | 23,707 | $11.2M | 0.15% | −2,322−8.9% | Reduced |
| Massmutual Trust Co FSB | 23,858 | $11.3M | 0.43% | −376−1.6% | Reduced |
| Mackenzie Financial Corp | 23,935 | $11.3M | 0.02% | −47,755−66.6% | Reduced |
| GQG Partners LLC | 24,024 | $11.4M | 0.03% | −1,126,926−97.9% | Reduced |
| Scopus Asset Management, L.P. | 24,445 | $11.6M | 0.43% | +220+0.9% | Added |
| South Dakota Investment Council | 24,475 | $11.6M | 0.25% | 00.0% | Unchanged |
| Burney Co | 24,804 | $11.7M | 0.58% | −70−0.3% | Reduced |
| Heritage Investors Management Corp | 24,891 | $11.8M | 0.50% | −1,472−5.6% | Reduced |
| Public Sector Pension Investment Board | 24,999 | $11.8M | 0.09% | −4,040−13.9% | Reduced |
| Thrivent Financial for Lutherans | 25,281 | $12.0M | 0.03% | −14,577−36.6% | Reduced |
| Bradley Foster & Sargent Inc | 25,361 | $12.0M | 0.29% | +130+0.5% | Added |
| Apriem Advisors | 25,537 | $12.1M | 1.93% | −2,292−8.2% | Reduced |
| Nissay Asset Management Corp | 25,796 | $12.2M | 0.11% | −1,203−4.5% | Reduced |
| Grassi Investment Management | 25,992 | $12.3M | 1.52% | +25+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 25,398 | $12.4M | 0.22% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 26,152 | $12.4M | 1.69% | +426+1.7% | Added |
| Nikko Asset Management Americas, Inc. | 26,189 | $12.4M | 0.14% | −323−1.2% | Reduced |
| Pictet Asset Management SA | 26,324 | $12.4M | 0.02% | −6,268−19.2% | Reduced |
| Strategy Asset Managers LLC | 26,415 | $12.5M | 3.04% | +302+1.2% | Added |
| HSBC Holdings PLC | 26,599 | $12.6M | 0.02% | +22,811+602.2% | Added |
| South Street Advisors LLC | 26,646 | $12.6M | 2.59% | +19+0.1% | Added |
| Leavell Investment Management, Inc. | 26,655 | $12.6M | 0.90% | +192+0.7% | Added |
| Wealthfront Advisers LLC | 26,751 | $12.6M | 0.06% | +837+3.2% | Added |
| Czech National Bank | 26,767 | $12.7M | 0.31% | −535−2.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 26,816 | $12.7M | 0.09% | −772−2.8% | Reduced |
| Bard Financial Services, Inc. | 26,894 | $12.7M | 1.02% | −150−0.6% | Reduced |
| FineMark National Bank & Trust | 26,916 | $12.7M | 0.54% | −293−1.1% | Reduced |
| Linscomb & Williams, Inc. | 26,978 | $12.8M | 0.67% | −555−2.0% | Reduced |
| Bogart Wealth, LLC | 27,110 | $12.8M | 0.86% | +906+3.5% | Added |
| Raymond James Trust N.A. | 27,118 | $12.8M | 0.41% | −77−0.3% | Reduced |
| Cantor Fitzgerald, L. P. | 27,133 | $12.8M | 0.27% | +2,029+8.1% | Added |
| NewEdge Wealth, LLC | 27,156 | $12.8M | 0.49% | +2,568+10.4% | Added |
| Regions Financial Corp | 27,842 | $13.2M | 0.12% | +23+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 27,929 | $13.2M | 0.53% | −2,828−9.2% | Reduced |
| CIBC World Markets Inc. | 28,411 | $13.4M | 0.05% | +2,172+8.3% | Added |
| Citadel Advisors LLC | 29,195 | $13.8M | 0.02% | +26,515+989.4% | Added |
| Kestra Private Wealth Services, LLC | 29,221 | $13.8M | 0.55% | +743+2.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 29,300 | $13.9M | 4.07% | +1,209+4.3% | Added |
| TD Waterhouse Canada Inc. | 27,279 | $14.0M | 0.15% | −1,170−4.1% | Reduced |
| Atria Wealth Solutions, Inc. | 29,783 | $14.1M | 0.21% | +3,552+13.5% | Added |
| Graham Capital Management, L.P. | 29,786 | $14.1M | 0.49% | +1,934+6.9% | Added |
| Cullen/Frost Bankers, Inc. | 30,520 | $14.4M | 0.26% | −243−0.8% | Reduced |
| Advisory Services Network, LLC | 30,564 | $14.4M | 0.40% | +2,174+7.7% | Added |
| Pinnacle Associates Ltd | 30,693 | $14.5M | 0.30% | +50.0% | Added |
| Anchor Capital Advisors LLC | 30,693 | $14.5M | 0.38% | +86+0.3% | Added |
| Core Alternative Capital | 30,831 | $14.6M | 1.95% | −895−2.8% | Reduced |
| Old West Investment Management, LLC | 30,895 | $14.6M | 7.86% | +276+0.9% | Added |
| Cornerstone Advisors, LLC | 31,000 | $14.7M | 0.68% | 00.0% | Unchanged |
| Hikari Tsushin, Inc. | 31,029 | $14.7M | 1.53% | 00.0% | Unchanged |
| Washington Trust Co | 31,290 | $14.8M | 0.67% | −104−0.3% | Reduced |
| Cadinha & Co LLC | 31,382 | $14.8M | 4.09% | −133−0.4% | Reduced |
| Westchester Capital Management, Inc. | 31,398 | $14.8M | 4.27% | −1,472−4.5% | Reduced |
| Parsec Financial Management, Inc. | 31,448 | $14.9M | 0.63% | +756+2.5% | Added |
| Goelzer Investment Management, Inc. | 31,939 | $15.1M | 1.31% | +1,912+6.4% | Added |
| Franklin Street Advisors Inc | 32,131 | $15.2M | 1.38% | −1,361−4.1% | Reduced |
| Mutual of America Capital Management LLC | 32,149 | $15.2M | 0.18% | −797−2.4% | Reduced |
| Albion Financial Group | 32,464 | $15.3M | 1.40% | +255+0.8% | Added |
| Meritage Portfolio Management | 32,798 | $15.5M | 1.16% | −912−2.7% | Reduced |
| Hudson Bay Capital Management LP | 33,000 | $15.6M | 0.17% | +33,000 | New |
| Park National Corp | 33,047 | $15.6M | 0.70% | +13,071+65.4% | Added |
| Point72 Middle East FZE | 33,173 | $15.7M | 0.89% | +33,090+39,867.5% | Added |
| Vident Investment Advisory, LLC | 33,260 | $15.7M | 0.51% | −2,961−8.2% | Reduced |
| Alley Investment Management Company, LLC | 33,303 | $15.7M | 2.63% | +600+1.8% | Added |
| Sonora Investment Management Group, LLC | 33,391 | $15.8M | 1.38% | +447+1.4% | Added |
| Argent Trust Co | 33,538 | $15.9M | 1.00% | +535+1.6% | Added |
| Avantax Advisory Services, Inc. | 33,628 | $15.9M | 0.19% | +625+1.9% | Added |
| United Capital Financial Advisers, LLC | 33,797 | $16.0M | 0.09% | −3,007−8.2% | Reduced |
| NS Partners Ltd | 33,821 | $16.0M | 0.90% | +72+0.2% | Added |
| Canal Insurance CO | 34,100 | $16.1M | 4.39% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 34,200 | $16.2M | 0.25% | +1,015+3.1% | Added |