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
- 2,284
- +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
- 903 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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 504 | $238.1K | 0.03% | −121−19.4% | Reduced |
| Fountainhead AM, LLC | 504 | $238.2K | 0.09% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 504 | $238.3K | 0.17% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 504 | $238.3K | 0.18% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 501 | $238.3K | 0.06% | −15−2.9% | Reduced |
| LexAurum Advisors, LLC | 506 | $239.2K | 0.08% | +2+0.4% | Added |
| Kaizen Financial Strategies | 508 | $240.2K | 0.24% | −9−1.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 509 | $241.0K | 0.00% | +1+0.2% | Added |
| SMART Wealth LLC | 511 | $241.6K | 0.21% | −26−4.8% | Reduced |
| Sepio Capital, LP | 511 | $241.7K | 0.02% | −20−3.8% | Reduced |
| Coastwise Capital Group, LLC | 513 | $242.3K | 0.28% | −467−47.7% | Reduced |
| PSI Advisors, LLC | 513 | $242.5K | 0.12% | 00.0% | Unchanged |
| First National Corp | 516 | $243.8K | 0.06% | +1+0.2% | Added |
| Reston Wealth Management LLC | 516 | $243.9K | 0.13% | −13−2.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 517 | $244.4K | 0.13% | −1−0.2% | Reduced |
| Capstone Financial Advisors, Inc. | 519 | $245.5K | 0.02% | +7+1.4% | Added |
| Wealth Effects LLC | 520 | $245.8K | 0.13% | −85−14.0% | Reduced |
| Gould Asset Management LLC | 520 | $245.8K | 0.07% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 521 | $246.3K | 0.13% | −36−6.5% | Reduced |
| Laffer Tengler Investments | 524 | $247.7K | 0.07% | −82−13.5% | Reduced |
| Schear Investment Advisers, LLC | 525 | $248.2K | 0.30% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 526 | $248.7K | 0.17% | −19−3.5% | Reduced |
| Aspiriant, LLC | 527 | $249.1K | 0.01% | −21−3.8% | Reduced |
| Inscription Capital, LLC | 527 | $249.1K | 0.07% | +527 | New |
| Delta Financial Advisors LLC | 530 | $250.5K | 0.12% | +80+17.8% | Added |
| Angeles Wealth Management, LLC | 531 | $251.0K | 0.04% | −26−4.7% | Reduced |
| Perennial Advisors, LLC | 531 | $251.0K | 0.07% | +3+0.6% | Added |
| FSA Wealth Management LLC | 532 | $251.5K | 0.15% | +30+6.0% | Added |
| Sugarloaf Wealth Management, LLC | 533 | $252.4K | 0.06% | +88+19.8% | Added |
| Relyea Zuckerberg Hanson LLC | 534 | $252.6K | 0.06% | +12+2.3% | Added |
| Westmount Partners, LLC | 535 | $252.9K | 0.12% | +43+8.7% | Added |
| Compton Capital Management Inc | 535 | $252.9K | 0.54% | −1,020−65.6% | Reduced |
| City Holding Co | 536 | $253.4K | 0.05% | −36−6.3% | Reduced |
| Wealth Quarterback LLC | 536 | $253.6K | 0.22% | −17−3.1% | Reduced |
| HHM Wealth Advisors, LLC | 538 | $254.3K | 0.05% | 00.0% | Unchanged |
| VeraBank, N.A. | 539 | $254.8K | 0.12% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 539 | $254.8K | 0.13% | +2+0.4% | Added |
| Regatta Capital Group, LLC | 525 | $255.4K | 0.09% | 00.0% | Unchanged |
| Searle & Co. | 550 | $255.4K | 0.08% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 540 | $255.5K | 0.06% | +1+0.2% | Added |
| First United Bank Trust | 542 | $256.2K | 0.12% | −16−2.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 542 | $256.2K | 0.09% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 547 | $256.8K | 0.34% | −16−2.8% | Reduced |
| Elgethun Capital Management | 536 | $257.1K | 0.08% | +7+1.3% | Added |
| YHB Investment Advisors, Inc. | 545 | $257.6K | 0.03% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 547 | $258.6K | 0.05% | −78−12.5% | Reduced |
| Financial Advisory Corp | 548 | $259.0K | 0.12% | +4+0.7% | Added |
| Marathon Capital Management | 548 | $259.1K | 0.06% | −13−2.3% | Reduced |
| River Street Advisors LLC | 548 | $259.1K | 0.25% | 00.0% | Unchanged |
| McAdam, LLC | 550 | $259.8K | 0.02% | +550 | New |
| Rock Point Advisors, LLC | 550 | $260.0K | 0.09% | −70−11.3% | Reduced |
| Landaas & Co | 550 | $260.0K | 0.13% | 00.0% | Unchanged |
| Jacobs & Co | 550 | $260.0K | 0.03% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 550 | $260.0K | 0.17% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 550 | $260.0K | 0.02% | −103−15.8% | Reduced |
| Ellis Investment Partners, LLC | 551 | $260.7K | 0.07% | +3+0.5% | Added |
| IPG Investment Advisors LLC | 552 | $260.9K | 0.06% | −45−7.5% | Reduced |
| Thrive Capital Management, LLC | 552 | $261.2K | 0.16% | +131+31.1% | Added |
| Douglas Lane & Associates, LLC | 556 | $263.0K | 0.00% | +136+32.4% | Added |
| Valtinson Bruner Financial Planning LLC | 557 | $263.4K | 0.15% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 559 | $264.3K | 0.07% | +20+3.7% | Added |
| Prosperity Consulting Group, LLC | 559 | $264.4K | 0.17% | −109−16.3% | Reduced |
| Landmark Wealth Management, LLC | 560 | $265.0K | 0.15% | +8+1.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 561 | $265.5K | 0.00% | +561 | Added |
| Global Assets Advisory, LLC | 530 | $265.7K | 0.27% | +530 | New |
| Maven Securities LTD | 564 | $266.6K | 0.04% | +564 | New |
| Alpha Family Trust | 565 | $267.1K | 0.21% | +50+9.7% | Added |
| Waddell & Associates, LLC | 566 | $267.6K | 0.04% | 00.0% | Unchanged |
| Rebalance, LLC | 566 | $267.6K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 566 | $267.6K | 0.16% | +566 | New |
| Camarda Financial Advisors, LLC | 568 | $268.5K | 0.20% | −1,970−77.6% | Reduced |
| MSH Capital Advisors LLC | 568 | $268.5K | 0.11% | +24+4.4% | Added |
| Caldwell Sutter Capital, Inc. | 568 | $268.5K | 0.20% | +568 | New |
| Abacus Wealth Partners, LLC | 590 | $268.8K | 0.09% | +10+1.7% | Added |
| Camden National Bank | 569 | $269.0K | 0.05% | +36+6.8% | Added |
| Consolidated Portfolio Review Corp | 569 | $269.0K | 0.07% | +569 | New |
| Retirement Planning Group | 574 | $271.3K | 0.03% | +574 | New |
| Cassia Capital Partners, LLC | 575 | $271.8K | 0.22% | −19−3.2% | Reduced |
| Rockland Trust Co | 575 | $271.8K | 0.02% | +95+19.8% | Added |
| First Dallas Securities Inc. | 575 | $272.0K | 0.16% | 00.0% | Unchanged |
| Addison Capital Co | 574 | $272.0K | 0.20% | +53+10.2% | Added |
| Atomi Financial Group, Inc. | 576 | $272.1K | 0.15% | +576 | New |
| Triasima Portfolio Management inc. | 578 | $273.2K | 0.02% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 578 | $273.2K | 0.10% | −104−15.2% | Reduced |
| Pensionmark Financial Group, LLC | 580 | $274.2K | 0.06% | −149−20.4% | Reduced |
| Catalyst Financial Partners LLC | 580 | $274.2K | 0.12% | +107+22.6% | Added |
| United Bank | 582 | $275.1K | 0.04% | −425−42.2% | Reduced |
| Five Oceans Advisors | 582 | $275.1K | 0.18% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 585 | $276.5K | 0.01% | +585 | New |
| McMillion Capital Management Inc | 590 | $278.9K | 0.26% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 590 | $278.9K | 0.20% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 591 | $279.6K | 0.11% | −8−1.3% | Reduced |
| Buckingham Capital Management, Inc. | 593 | $280.3K | 0.04% | 00.0% | Unchanged |
| Accredited Investors Inc. | 594 | $280.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 596 | $281.7K | 0.09% | +347+139.4% | Added |
| Northstar Asset Management LLC | 600 | $283.6K | 0.08% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 601 | $284.1K | 0.28% | −200−25.0% | Reduced |
| Elite Wealth Management, Inc. | 602 | $284.8K | 0.12% | +602 | New |
| West Family Investments, Inc. | 603 | $285.1K | 0.11% | −13−2.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 604 | $285.5K | 0.03% | −171−22.1% | Reduced |