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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 1,286 | $608.0K | 0.37% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,288 | $608.9K | 0.18% | 00.0% | Unchanged |
| Forte Capital LLC | 1,291 | $610.3K | 0.09% | −16−1.2% | Reduced |
| Peachtree Investment Partners, LLC | 1,295 | $612.1K | 0.38% | −70−5.1% | Reduced |
| Curtis Advisory Group, LLC | 1,300 | $614.5K | 0.22% | −60−4.4% | Reduced |
| Cito Capital Group, LLC | 1,300 | $615.0K | 0.31% | +500+62.5% | Added |
| Garrison Point Advisors, LLC | 1,307 | $617.9K | 0.46% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,326 | $626.8K | 0.24% | +27+2.1% | Added |
| Smith, Moore & Co. | 1,329 | $628.3K | 0.09% | +103+8.4% | Added |
| Wela Strategies, Inc. | 1,338 | $632.5K | 0.34% | −13−1.0% | Reduced |
| Eagle Ridge Investment Management | 1,338 | $632.5K | 0.07% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,341 | $633.8K | 0.09% | +23+1.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,349 | $637.7K | 0.73% | +639+90.0% | Added |
| Laird Norton Trust Company, LLC | 1,350 | $638.2K | 0.08% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,351 | $638.7K | 0.23% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 1,352 | $639.0K | 0.78% | +246+22.2% | Added |
| Cypress Financial Planning LLC | 1,314 | $639.4K | 0.39% | −16−1.2% | Reduced |
| RW Investment Management LLC | 1,363 | $644.3K | 0.18% | +138+11.3% | Added |
| PDS Planning, Inc | 1,364 | $644.9K | 0.09% | +269+24.6% | Added |
| BHK Investment Advisors, LLC | 1,364 | $645.0K | 0.28% | +270+24.7% | Added |
| First National Bank Sioux Falls | 1,365 | $645.3K | 0.45% | −73−5.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,325 | $647.3K | 0.08% | −8−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 1,372 | $648.6K | 0.07% | −15−1.1% | Reduced |
| Prudent Man Advisors, LLC | 1,376 | $650.0K | 0.25% | −31−2.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,375 | $650.0K | 0.21% | −124−8.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,379 | $651.9K | 0.18% | +1,379 | New |
| Oak Family Advisors, LLC | 1,380 | $652.3K | 0.32% | −292−17.5% | Reduced |
| Good Life Advisors, LLC | 1,380 | $652.8K | 0.08% | +233+20.3% | Added |
| Nvest Financial, LLC | 1,381 | $652.9K | 0.68% | +28+2.1% | Added |
| Cipher Capital LP | 1,383 | $653.8K | 0.12% | +1,383 | New |
| Buttonwood Financial Advisors Inc. | 1,387 | $655.6K | 0.51% | −23−1.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,387 | $656.0K | 0.08% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,390 | $657.5K | 0.41% | +58+4.4% | Added |
| Telos Capital Management, Inc. | 1,395 | $659.6K | 0.09% | +782+127.6% | Added |
| East Coast Asset Management, LLC. | 1,397 | $660.4K | 0.29% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,399 | $661.3K | 0.06% | −82−5.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,399 | $661.7K | 0.05% | +395+39.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,400 | $661.8K | 0.37% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,402 | $662.6K | 0.24% | +1,402 | New |
| EverSource Wealth Advisors, LLC | 1,403 | $663.1K | 0.08% | +99+7.6% | Added |
| Murphy Pohlad Asset Management LLC | 1,406 | $664.7K | 0.28% | −50−3.4% | Reduced |
| Fiera Capital Corp | 1,407 | $665.1K | 0.00% | −125−8.2% | Reduced |
| Emerald Advisors, LLC | 1,408 | $665.5K | 0.17% | −74−5.0% | Reduced |
| Resurgent Financial Advisors LLC | 1,408 | $665.6K | 0.45% | −616−30.4% | Reduced |
| Argus Investors' Counsel, Inc. | 1,409 | $665.9K | 0.50% | −14−1.0% | Reduced |
| Ironwood Financial, llc | 1,411 | $667.0K | 0.19% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,411 | $667.0K | 0.10% | −159−10.1% | Reduced |
| Chicago Capital, LLC | 1,415 | $668.9K | 0.03% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,418 | $670.8K | 0.84% | +244+20.8% | Added |
| Bristlecone Advisors, LLC | 1,426 | $674.1K | 0.07% | +503+54.5% | Added |
| DuPont Capital Management Corp | 1,430 | $676.0K | 0.03% | −851−37.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 1,431 | $676.3K | 0.81% | +72+5.3% | Added |
| Capital Square, LLC | 1,394 | $683.3K | 0.63% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,446 | $683.4K | 0.26% | −100−6.5% | Reduced |
| Waycross Partners, LLC | 1,450 | $685.5K | 0.20% | 00.0% | Unchanged |
| Ti-Trust, Inc | 1,450 | $685.5K | 0.64% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 1,454 | $687.3K | 0.15% | +65+4.7% | Added |
| Redmond Asset Management, LLC | 1,457 | $688.8K | 0.24% | −1,168−44.5% | Reduced |
| Centennial Bank | 1,458 | $689.2K | 0.45% | −759−34.2% | Reduced |
| Barrett & Company, Inc. | 1,464 | $692.2K | 0.44% | +9+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 1,469 | $694.4K | 0.17% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,472 | $695.7K | 0.08% | −621−29.7% | Reduced |
| Liberty Wealth Management LLC | 1,474 | $697.1K | 0.14% | +1,474 | New |
| Lattice Capital Management, LLC | 1,476 | $697.7K | 0.93% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,477 | $698.3K | 0.39% | +540+57.6% | Added |
| WBH Advisory Inc | 1,478 | $698.5K | 0.09% | +1,478 | New |
| Cambridge Trust Co | 1,479 | $699.2K | 0.03% | −16−1.1% | Reduced |
| Legacy Capital Group California, Inc. | 1,479 | $699.2K | 0.34% | +1,479 | New |
| CVA Family Office, LLC | 1,482 | $700.6K | 0.16% | +57+4.0% | Added |
| Carr Financial Group Corp | 1,485 | $702.1K | 0.31% | −43−2.8% | Reduced |
| Sterling Financial Group, Inc. | 1,444 | $702.5K | 0.54% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,488 | $703.4K | 0.52% | +9+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,491 | $704.8K | 0.12% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 1,496 | $708.0K | 0.90% | −242−13.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $709.1K | 0.04% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,502 | $710.0K | 0.45% | +20+1.3% | Added |
| JT Stratford LLC | 1,511 | $714.3K | 0.21% | −1,334−46.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,511 | $714.3K | 0.09% | −9−0.6% | Reduced |
| IFG Advisory, LLC | 1,511 | $714.3K | 0.07% | +139+10.1% | Added |
| Aaron Wealth Advisors | 1,512 | $714.8K | 0.10% | +88+6.2% | Added |
| Summit Financial, LLC | 1,514 | $715.7K | 0.06% | −281−15.7% | Reduced |
| Advisory Alpha, LLC | 1,516 | $716.5K | 0.05% | +11+0.7% | Added |
| Signature Wealth Management Partners, LLC | 1,516 | $716.7K | 0.66% | +6+0.4% | Added |
| Auxier Asset Management | 1,520 | $718.5K | 0.12% | 00.0% | Unchanged |
| Assetmark, Inc | 1,523 | $720.1K | 0.00% | −32−2.1% | Reduced |
| BMS Financial Advisors, LLC | 1,534 | $725.2K | 0.50% | −42−2.7% | Reduced |
| Boothbay Fund Management, LLC | 1,534 | $725.2K | 0.02% | +1,534 | New |
| Quantum Private Wealth, LLC | 1,535 | $725.5K | 0.39% | −169−9.9% | Reduced |
| Lake Street Financial LLC | 1,535 | $725.6K | 0.14% | +113+7.9% | Added |
| Sentry Investment Management LLC | 1,540 | $728.0K | 0.30% | −538−25.9% | Reduced |
| Cohen Investment Advisors LLC | 1,544 | $729.9K | 0.58% | −4−0.3% | Reduced |
| Investment Partners, Ltd. | 1,545 | $730.2K | 0.38% | +8+0.5% | Added |
| Warner Financial, Inc | 1,548 | $732.0K | 0.51% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,557 | $736.0K | 0.08% | −100−6.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,560 | $737.5K | 0.27% | −14−0.9% | Reduced |
| Monetary Management Group Inc | 1,562 | $738.4K | 0.22% | 00.0% | Unchanged |
| Intrust Bank NA | 1,567 | $740.8K | 0.09% | +252+19.2% | Added |
| Gsa Capital Partners LLP | 1,574 | $744.0K | 0.07% | +1,574 | New |
| Jackson Square Capital, LLC | 1,575 | $744.5K | 0.33% | +367+30.4% | Added |
| GDS Wealth Management | 1,578 | $746.0K | 0.13% | −52−3.2% | Reduced |