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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 1,055 | $498.7K | 0.18% | −150−12.4% | Reduced |
| Trustco Bank Corp N Y | 1,057 | $499.7K | 0.55% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,057 | $499.7K | 0.33% | −95−8.2% | Reduced |
| Nicolet Bankshares Inc | 1,057 | $499.7K | 0.16% | +303+40.2% | Added |
| Chapman Investment Management, LLC | 1,060 | $501.1K | 0.41% | +1,060 | New |
| Lokken Investment Group LLC | 1,063 | $502.5K | 0.38% | +36+3.5% | Added |
| Cardiff Park Advisors, LLC | 1,064 | $502.9K | 0.07% | +4+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,066 | $504.0K | 0.00% | +1,066 | New |
| Ambassador Advisors, LLC | 1,119 | $504.4K | 0.11% | +329+41.6% | Added |
| Mason & Associates Inc | 1,070 | $505.8K | 0.15% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,072 | $506.8K | 0.27% | +168+18.6% | Added |
| Beaumont Financial Advisors, LLC | 1,072 | $506.8K | 0.05% | +19+1.8% | Added |
| Calton & Associates, Inc. | 1,074 | $507.6K | 0.24% | −309−22.3% | Reduced |
| Columbus Macro, LLC | 1,076 | $509.1K | 0.19% | +86+8.7% | Added |
| Associated Banc-Corp | 1,082 | $511.5K | 0.02% | −9−0.8% | Reduced |
| SignalPoint Asset Management, LLC | 1,084 | $512.0K | 0.17% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 1,083 | $512.0K | 0.51% | +92+9.3% | Added |
| Alan B. Lancz & Associates, Inc. | 1,085 | $512.9K | 0.53% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,089 | $514.8K | 0.80% | +45+4.3% | Added |
| Teamwork Financial Advisors, LLC | 1,089 | $514.8K | 0.10% | +81+8.0% | Added |
| OneAscent Financial Services LLC | 1,091 | $516.0K | 0.21% | +255+30.5% | Added |
| Sterling Investment Counsel, LLC | 1,092 | $516.2K | 0.31% | −100−8.4% | Reduced |
| Montecito Bank & Trust | 1,100 | $520.0K | 0.12% | +293+36.3% | Added |
| Hillsdale Investment Management Inc. | 1,100 | $520.0K | 0.04% | +1,045+1,900.0% | Added |
| Tilia Fiduciary Partners, Inc. | 1,102 | $520.7K | 0.50% | +121+12.3% | Added |
| Versor Investments LP | 1,103 | $521.4K | 0.07% | −1,100−49.9% | Reduced |
| Sutton Wealth Advisors Inc. | 1,103 | $521.4K | 0.28% | −957−46.5% | Reduced |
| CFM Wealth Partners LLC | 1,103 | $521.4K | 0.14% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,103 | $521.4K | 0.23% | +62+6.0% | Added |
| Tranquilli Financial Advisor LLC | 1,109 | $524.3K | 0.39% | +354+46.9% | Added |
| Alliance Wealth Advisors, LLC | 1,110 | $524.7K | 0.39% | −345−23.7% | Reduced |
| Legacy Bridge, LLC | 1,110 | $524.7K | 0.37% | 00.0% | Unchanged |
| Keystone Financial Services | 1,110 | $524.9K | 0.28% | +12+1.1% | Added |
| MCF Advisors LLC | 1,111 | $525.4K | 0.05% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,101 | $526.8K | 0.26% | +96+9.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,118 | $528.5K | 0.17% | −32−2.8% | Reduced |
| Private Capital Management LLC | 1,119 | $529.0K | 0.16% | −15−1.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,120 | $529.4K | 0.38% | +110+10.9% | Added |
| Fulton Breakefield Broenniman LLC | 1,120 | $529.6K | 0.05% | +3+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 1,121 | $529.9K | 0.06% | −135−10.7% | Reduced |
| KLR Investment Advisors, LLC | 1,121 | $529.9K | 0.47% | −294−20.8% | Reduced |
| Lee Johnson Capital Management, LLC | 1,122 | $530.4K | 0.55% | −3,103−73.4% | Reduced |
| Northwest Wealth Management, LLC | 1,124 | $531.3K | 0.20% | +485+75.9% | Added |
| WealthTrust Axiom LLC | 1,126 | $532.5K | 0.18% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,129 | $533.8K | 0.11% | +22+2.0% | Added |
| Insight 2811, Inc. | 1,132 | $535.1K | 0.33% | −120−9.6% | Reduced |
| Warren Averett Asset Management, LLC | 1,133 | $535.5K | 0.03% | +265+30.5% | Added |
| Matisse Capital | 1,133 | $535.6K | 0.35% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,137 | $537.5K | 0.24% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,139 | $538.2K | 0.27% | +26+2.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,139 | $538.4K | 0.05% | −5−0.4% | Reduced |
| Triumph Capital Management | 1,140 | $538.9K | 0.28% | +628+122.7% | Added |
| Keebeck Wealth Management, LLC | 1,140 | $538.9K | 0.09% | +24+2.2% | Added |
| BFT Financial Group, LLC | 1,144 | $540.8K | 0.08% | +1,144 | New |
| Clear Street Markets LLC | 1,144 | $541.0K | 0.15% | −5,408−82.5% | Reduced |
| Gryphon Financial Partners LLC | 1,146 | $541.6K | 0.13% | −8−0.7% | Reduced |
| StrategIQ Financial Group, LLC | 1,147 | $542.3K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,157 | $547.0K | 0.07% | +826+249.5% | Added |
| Berkshire Bank | 1,160 | $548.4K | 0.16% | −85−6.8% | Reduced |
| Almanack Investment Partners, LLC. | 1,160 | $548.4K | 0.11% | −10−0.9% | Reduced |
| Parkside Financial Bank & Trust | 1,170 | $552.9K | 0.15% | −23−1.9% | Reduced |
| MMBG Investment Advisors Co. | 1,170 | $553.1K | 0.07% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,173 | $554.5K | 0.21% | −650−35.7% | Reduced |
| Tradewinds, LLC. | 1,173 | $554.6K | 0.34% | +63+5.7% | Added |
| Breakwater Capital Group | 1,174 | $555.0K | 0.23% | −53−4.3% | Reduced |
| Hanlon Investment Management, Inc. | 1,178 | $556.9K | 0.17% | +12+1.0% | Added |
| Pallas Capital Advisors LLC | 1,161 | $558.4K | 0.05% | +86+8.0% | Added |
| SOA Wealth Advisors, LLC. | 1,181 | $558.5K | 0.14% | +13+1.1% | Added |
| Kozak & Associates, Inc. | 1,183 | $559.1K | 0.25% | +15+1.3% | Added |
| First Commonwealth Financial Corp | 1,183 | $559.2K | 0.20% | −93−7.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,200 | $567.0K | 0.59% | +1,200 | New |
| Crawford Investment Counsel Inc | 1,203 | $568.7K | 0.01% | −413−25.6% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $570.1K | 0.39% | 00.0% | Unchanged |
| Financial Architects, Inc | 1,211 | $572.4K | 0.09% | −69−5.4% | Reduced |
| Darwin Advisors, LLC | 1,172 | $573.7K | 0.16% | −618−34.5% | Reduced |
| Davis R M Inc | 1,215 | $574.0K | 0.01% | −61−4.8% | Reduced |
| L.M. Kohn & Company | 1,217 | $575.0K | 0.24% | +182+17.6% | Added |
| Ignite Planners, LLC | 1,158 | $575.4K | 0.24% | −116−9.1% | Reduced |
| Grandview Asset Management LLC | 1,218 | $576.0K | 0.34% | −39−3.1% | Reduced |
| Barometer Capital Management Inc. | 1,220 | $576.7K | 0.15% | −29,009−96.0% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,221 | $577.2K | 0.72% | +9+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 1,222 | $577.6K | 0.29% | −34−2.7% | Reduced |
| Sargent Investment Group, LLC | 1,187 | $577.6K | 0.15% | +9+0.8% | Added |
| Abbrea Capital, LLC | 1,227 | $580.0K | 0.10% | +10+0.8% | Added |
| ABN AMRO Bank N.V. | 1,230 | $583.5K | 0.01% | +1,230 | New |
| BKD Wealth Advisors, LLC | 1,236 | $584.5K | 0.02% | +66+5.6% | Added |
| Cresta Advisors, Ltd. | 1,237 | $585.0K | 0.46% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,192 | $586.6K | 0.53% | 00.0% | Unchanged |
| KLK Capital Management LLC | 1,242 | $587.4K | 0.75% | +23+1.9% | Added |
| Retirement Guys Formula LLC | 1,243 | $587.7K | 0.42% | +64+5.4% | Added |
| CWM Advisors, LLC | 1,246 | $589.0K | 0.07% | +16+1.3% | Added |
| Mechanics Financial Corp | 1,250 | $590.9K | 0.34% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,254 | $592.6K | 0.18% | −91−6.8% | Reduced |
| David Loasby | 1,213 | $594.5K | 0.07% | +200+19.7% | Added |
| AXS Investments LLC | 1,273 | $601.8K | 0.20% | −40−3.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,273 | $602.0K | 0.02% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,275 | $602.7K | 0.43% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,276 | $603.0K | 0.46% | +436+51.9% | Added |
| Wolff Financial Management LLC | 1,278 | $604.0K | 0.21% | −17−1.3% | Reduced |
| Fox Run Management, L.L.C. | 1,285 | $607.5K | 0.20% | +1,285 | New |