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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 719 | $339.9K | 0.13% | 00.0% | Unchanged |
| General Partner, Inc. | 715 | $340.3K | 0.30% | +129+22.0% | Added |
| Portfolio Strategies, Inc. | 720 | $340.4K | 0.07% | +15+2.1% | Added |
| Terra Nova Asset Management LLC | 721 | $340.8K | 0.33% | +5+0.7% | Added |
| Hudson Value Partners, LLC | 722 | $341.3K | 0.19% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 726 | $343.2K | 0.07% | 00.0% | Unchanged |
| Well Done, LLC | 726 | $343.2K | 0.07% | +15+2.1% | Added |
| Dentgroup LLC | 726 | $343.3K | 0.28% | 00.0% | Unchanged |
| Navalign, LLC | 727 | $343.7K | 0.14% | −46−6.0% | Reduced |
| Hartford Funds Management Co LLC | 729 | $344.6K | 0.03% | +138+23.4% | Added |
| Indie Asset Partners, LLC | 730 | $345.1K | 0.40% | −568−43.8% | Reduced |
| Sawgrass Asset Management LLC | 731 | $345.6K | 0.04% | −25−3.3% | Reduced |
| Drake & Associates, LLC | 735 | $347.5K | 0.17% | +138+23.1% | Added |
| Grove Bank & Trust | 737 | $348.4K | 0.07% | −141−16.1% | Reduced |
| Powell Investment Advisors, LLC | 737 | $348.4K | 0.19% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 739 | $349.3K | 0.37% | −100−11.9% | Reduced |
| Payden & Rygel | 740 | $350.0K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 741 | $350.3K | 0.65% | +741 | New |
| Personal Cfo Solutions, LLC | 743 | $351.1K | 0.07% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 744 | $351.7K | 0.11% | 00.0% | Unchanged |
| Financial Management Network Inc | 720 | $351.8K | 0.14% | −189−20.8% | Reduced |
| DT Investment Partners, LLC | 750 | $352.1K | 0.04% | +13+1.8% | Added |
| Stewart & Patten Co LLC | 750 | $354.5K | 0.06% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 751 | $355.0K | 0.14% | +751 | New |
| Compass Wealth Management LLC | 751 | $355.0K | 0.11% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 772 | $355.3K | 0.08% | +772 | New |
| Allred Capital Management, LLC | 752 | $355.3K | 0.19% | −22−2.8% | Reduced |
| Centurion Wealth Management LLC | 752 | $355.5K | 0.18% | −56−6.9% | Reduced |
| West Wealth Group, LLC | 754 | $356.6K | 0.17% | +290+62.5% | Added |
| Castle Wealth Management LLC | 756 | $357.5K | 0.28% | +756 | New |
| Mirador Capital Partners LP | 758 | $358.2K | 0.08% | −46−5.7% | Reduced |
| Cable Hill Partners, LLC | 758 | $358.5K | 0.06% | +6+0.8% | Added |
| Parcion Private Wealth LLC | 759 | $358.8K | 0.04% | +204+36.8% | Added |
| SRB Corp | 760 | $359.3K | 0.02% | −186−19.7% | Reduced |
| Accel Wealth Management | 762 | $360.3K | 0.15% | −41−5.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 768 | $363.1K | 0.08% | −70−8.4% | Reduced |
| Callan Family Office, LLC | 769 | $363.5K | 0.09% | +87+12.8% | Added |
| Truepoint, Inc. | 772 | $364.9K | 0.01% | −23−2.9% | Reduced |
| Dodge & Cox | 775 | $366.4K | 0.00% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 779 | $368.4K | 0.15% | +34+4.6% | Added |
| Perfromance Wealth Partners, LLC | 782 | $369.7K | 0.02% | −14−1.8% | Reduced |
| Shelton Wealth Management, LLC | 785 | $370.9K | 0.30% | −1−0.1% | Reduced |
| CMG Global Holdings, LLC | 785 | $371.1K | 0.34% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 787 | $372.0K | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 787 | $372.0K | 0.12% | +88+12.6% | Added |
| Atalanta Sosnoff Capital, LLC | 788 | $372.5K | 0.01% | −31−3.8% | Reduced |
| Masso Torrence Wealth Management Inc. | 789 | $373.0K | 0.30% | +27+3.5% | Added |
| Bessemer Securities LLC | 790 | $373.0K | 0.17% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 791 | $373.7K | 0.21% | +3+0.4% | Added |
| Bragg Financial Advisors, Inc | 791 | $374.0K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 792 | $374.4K | 0.08% | −46−5.5% | Reduced |
| Cape Ann Savings Bank | 795 | $375.8K | 0.26% | +8+1.0% | Added |
| Sandbox Financial Partners, LLC | 795 | $375.9K | 0.23% | −7−0.9% | Reduced |
| Etfidea, LLC | 799 | $377.6K | 0.16% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 800 | $378.1K | 0.28% | +10+1.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 800 | $378.2K | 0.22% | −10−1.2% | Reduced |
| Delta Asset Management LLC | 800 | $378.2K | 0.04% | +102+14.6% | Added |
| Calamos Wealth Management LLC | 802 | $379.1K | 0.03% | −7−0.9% | Reduced |
| Joel Isaacson & Co., LLC | 803 | $379.6K | 0.03% | −60−7.0% | Reduced |
| First County Bank | 803 | $379.6K | 0.19% | +22+2.8% | Added |
| Dimension Capital Management LLC | 805 | $380.5K | 0.09% | −269−25.0% | Reduced |
| LVW Advisors, LLC | 812 | $383.9K | 0.08% | +262+47.6% | Added |
| Amplius Wealth Advisors, LLC | 815 | $385.3K | 0.06% | +21+2.6% | Added |
| Antipodes Partners Ltd | 819 | $387.0K | 0.01% | −1,384−62.8% | Reduced |
| True Link Financial Advisors, LLC | 819 | $387.2K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 821 | $387.9K | 0.28% | −115−12.3% | Reduced |
| Bill Few Associates, Inc. | 823 | $389.1K | 0.22% | +74+9.9% | Added |
| Belfer Management LLC | 827 | $390.7K | 10.12% | +73+9.7% | Added |
| Becker Capital Management Inc | 827 | $390.9K | 0.02% | +174+26.6% | Added |
| WoodTrust Financial Corp | 832 | $393.3K | 0.08% | +832 | New |
| Atlantic Union Bankshares Corp | 834 | $394.3K | 0.04% | −1,003−54.6% | Reduced |
| Redwood Wealth Management Group, LLC | 838 | $395.9K | 0.45% | +4+0.5% | Added |
| Mosaic Family Wealth Partners, LLC | 839 | $396.7K | 0.08% | 00.0% | Unchanged |
| Allstate Corp | 841 | $397.6K | 0.03% | −13,036−93.9% | Reduced |
| Bienville Capital Management, LLC | 844 | $399.0K | 0.16% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 844 | $399.1K | 0.06% | +7+0.8% | Added |
| Asset Management Resources, LLC | 844 | $399.2K | 0.25% | −19−2.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 845 | $399.5K | 0.06% | −5−0.6% | Reduced |
| Salem Investment Counselors Inc | 849 | $401.3K | 0.02% | +95+12.6% | Added |
| Biltmore Family Office, LLC | 853 | $403.2K | 0.08% | +2+0.2% | Added |
| Stiles Financial Services Inc | 854 | $403.6K | 0.22% | +156+22.3% | Added |
| Sanders Morris Harris LLC | 854 | $403.7K | 0.14% | −1,070−55.6% | Reduced |
| Per Stirling Capital Management, LLC. | 856 | $404.8K | 0.09% | −171−16.7% | Reduced |
| Old Port Advisors | 830 | $404.9K | 0.15% | −100−10.8% | Reduced |
| MBL Wealth, LLC | 857 | $405.1K | 0.06% | +29+3.5% | Added |
| FSB Premier Wealth Management, Inc. | 858 | $405.7K | 0.23% | +324+60.7% | Added |
| Congress Park Capital LLC | 860 | $406.5K | 0.24% | −1,485−63.3% | Reduced |
| Court Place Advisors, LLC | 863 | $408.0K | 0.15% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 867 | $410.0K | 0.04% | −239−21.6% | Reduced |
| Prostatis Group LLC | 878 | $410.3K | 0.22% | +31+3.7% | Added |
| Northern Financial Advisors Inc | 868 | $410.3K | 0.39% | −78−8.2% | Reduced |
| Widmann Financial Services, Inc. | 868 | $410.3K | 0.41% | +20+2.4% | Added |
| Intercontinental Wealth Advisors, LLC | 875 | $413.6K | 0.11% | −4−0.5% | Reduced |
| AdvisorShares Investments LLC | 876 | $414.1K | 0.13% | −50−5.4% | Reduced |
| Sather Financial Group Inc | 880 | $416.0K | 0.04% | −75,313−98.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 880 | $416.0K | 0.02% | −2,598−74.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 880 | $416.0K | 0.02% | −81−8.4% | Reduced |
| Norris Perne & French LLP | 880 | $416.0K | 0.04% | −30−3.3% | Reduced |
| Capital Advisors, Ltd. LLC | 886 | $419.0K | 0.07% | −451−33.7% | Reduced |
| Genesee Capital Advisors, LLC | 887 | $419.1K | 0.30% | +11+1.3% | Added |