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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 4,528 | $2.14M | 0.71% | +382+9.2% | Added |
| Hilltop Holdings Inc. | 4,527 | $2.14M | 0.29% | −441−8.9% | Reduced |
| Kenfarb & Co. | 4,515 | $2.13M | 1.91% | −160−3.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 4,336 | $2.13M | 0.94% | +163+3.9% | Added |
| Federated Hermes, Inc. | 4,486 | $2.12M | 0.01% | +209+4.9% | Added |
| LeJeune Puetz Investment Counsel LLC | 4,465 | $2.11M | 0.76% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,462 | $2.11M | 0.25% | +51+1.2% | Added |
| First Command Bank | 4,437 | $2.10M | 0.21% | −277−5.9% | Reduced |
| First Command Financial Services, Inc. | 4,437 | $2.10M | 0.21% | −277−5.9% | Reduced |
| Verition Fund Management LLC | 4,433 | $2.10M | 0.03% | −3,981−47.3% | Reduced |
| Plimoth Trust Co LLC | 4,429 | $2.09M | 0.65% | +14+0.3% | Added |
| Fulton Bank, N.A. | 4,411 | $2.09M | 0.11% | +5+0.1% | Added |
| Wade G W & Inc | 4,403 | $2.08M | 0.08% | −212−4.6% | Reduced |
| Icon Advisers Inc | 4,400 | $2.08M | 0.53% | −2,100−32.3% | Reduced |
| Forefront Wealth Management Inc. | 4,400 | $2.08M | 2.72% | +10+0.2% | Added |
| Leisure Capital Management | 4,387 | $2.07M | 1.19% | +21+0.5% | Added |
| IFP Advisors, Inc | 8,004 | $2.06M | 0.10% | −5,910−42.5% | Reduced |
| Savant Capital, LLC | 4,348 | $2.06M | 0.04% | −298−6.4% | Reduced |
| Signature Wealth Management Group | 4,344 | $2.05M | 0.97% | −108−2.4% | Reduced |
| Convergence Investment Partners, LLC | 4,340 | $2.05M | 1.21% | −297−6.4% | Reduced |
| Smithfield Trust Co | 4,338 | $2.05M | 0.13% | +1,079+33.1% | Added |
| Tokio Marine Asset Management Co Ltd | 4,330 | $2.05M | 0.14% | +423+10.8% | Added |
| Edgestream Partners, L.P. | 4,309 | $2.04M | 0.22% | +2,179+102.3% | Added |
| Magnus Financial Group LLC | 4,306 | $2.04M | 0.31% | +149+3.6% | Added |
| Heritage Trust Co | 4,294 | $2.03M | 0.32% | +127+3.0% | Added |
| BFSG, LLC | 4,289 | $2.03M | 0.37% | +112+2.7% | Added |
| Evercore Wealth Management, LLC | 4,288 | $2.03M | 0.04% | −209−4.6% | Reduced |
| EPG Wealth Management LLC | 4,274 | $2.02M | 0.64% | +840+24.5% | Added |
| Mystic Asset Management, Inc. | 4,263 | $2.02M | 1.11% | −35−0.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 4,239 | $2.00M | 1.87% | −205−4.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,222 | $2.00M | 0.53% | +341+8.8% | Added |
| Forum Financial Management, LP | 4,220 | $1.99M | 0.06% | +18+0.4% | Added |
| Fort Sheridan Advisors LLC | 4,213 | $1.99M | 0.51% | +699+19.9% | Added |
| SageView Advisory Group, LLC | 4,203 | $1.99M | 0.13% | +1,778+73.3% | Added |
| Gateway Investment Advisers LLC | 4,196 | $1.98M | 0.02% | +1,105+35.7% | Added |
| Wealth Alliance | 4,187 | $1.98M | 0.32% | +110+2.7% | Added |
| Verity Asset Management, Inc. | 4,174 | $1.97M | 1.18% | +2,083+99.6% | Added |
| Ballentine Partners, LLC | 4,173 | $1.97M | 0.05% | +2,196+111.1% | Added |
| Investors Research Corp | 4,153 | $1.96M | 0.51% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 4,146 | $1.96M | 0.36% | +799+23.9% | Added |
| Cobblestone Capital Advisors LLC | 4,144 | $1.96M | 0.15% | −364−8.1% | Reduced |
| StoneX Group Inc. | 4,144 | $1.96M | 0.21% | +626+17.8% | Added |
| Sabal Trust CO | 4,141 | $1.96M | 0.14% | +81+2.0% | Added |
| JGP Wealth Management, LLC | 4,140 | $1.96M | 0.34% | +110+2.7% | Added |
| Bath Savings Trust Co | 4,138 | $1.96M | 0.24% | +721+21.1% | Added |
| Paralel Advisors LLC | 4,108 | $1.94M | 0.11% | +108+2.7% | Added |
| Exencial Wealth Advisors, LLC | 4,090 | $1.93M | 0.10% | −1,565−27.7% | Reduced |
| First Foundation Advisors | 4,069 | $1.92M | 0.09% | +321+8.6% | Added |
| Investors Asset Management of Georgia Inc | 4,066 | $1.92M | 1.03% | −125−3.0% | Reduced |
| Country Club Bank | 4,056 | $1.92M | 0.16% | −4−0.1% | Reduced |
| Acropolis Investment Management, LLC | 4,048 | $1.91M | 0.16% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 3,919 | $1.91M | 1.15% | −553−12.4% | Reduced |
| Advisor OS, LLC | 4,040 | $1.91M | 0.46% | −64−1.6% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 4,022 | $1.90M | 1.74% | +3+0.1% | Added |
| Certified Advisory Corp | 4,019 | $1.90M | 0.34% | −77−1.9% | Reduced |
| InterOcean Capital Group, LLC | 4,015 | $1.90M | 0.06% | +51+1.3% | Added |
| Sunbelt Securities, Inc. | 4,008 | $1.90M | 0.31% | +2,102+110.3% | Added |
| Segment Wealth Management, LLC | 4,004 | $1.89M | 0.21% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,070 | $1.89M | 1.11% | +233+6.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,998 | $1.89M | 0.52% | +98+2.5% | Added |
| RSM US Wealth Management LLC | 3,998 | $1.89M | 0.07% | +3,312+482.8% | Added |
| One Capital Management, LLC | 3,979 | $1.88M | 0.09% | −207−4.9% | Reduced |
| Decatur Capital Management, Inc. | 3,977 | $1.88M | 1.42% | −755−16.0% | Reduced |
| First Hawaiian Bank | 3,970 | $1.88M | 0.06% | +250+6.7% | Added |
| Pachira Investments Inc. | 3,948 | $1.87M | 8.06% | +199+5.3% | Added |
| Caxton Associates LP | 3,935 | $1.86M | 0.30% | +3,935 | New |
| Buckley Wealth Management, LLC | 3,932 | $1.86M | 0.68% | −50−1.3% | Reduced |
| Summit Global Investments | 3,931 | $1.86M | 0.14% | −8,718−68.9% | Reduced |
| Chase Investment Counsel Corp | 3,930 | $1.86M | 1.03% | +44+1.1% | Added |
| Bollard Group LLC | 3,921 | $1.85M | 0.07% | 00.0% | Unchanged |
| Clough Capital Partners L P | 3,900 | $1.84M | 0.20% | 00.0% | Unchanged |
| Veriti Management LLC | 3,889 | $1.84M | 0.22% | +138+3.7% | Added |
| Stolper Co | 3,878 | $1.83M | 0.79% | +42+1.1% | Added |
| Schechter Investment Advisors, LLC | 3,868 | $1.83M | 0.17% | −56−1.4% | Reduced |
| Patton Fund Management, Inc. | 3,864 | $1.83M | 0.52% | −2,610−40.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,861 | $1.82M | 0.81% | +300+8.4% | Added |
| TCWP LLC | 3,835 | $1.81M | 0.34% | +455+13.5% | Added |
| Rehmann Capital Advisory Group | 3,833 | $1.81M | 0.17% | +28+0.7% | Added |
| TCM Advisors, LLC | – | $1.81M | 1.64% | – | – |
| Harbor Investment Advisory, LLC | 3,831 | $1.81M | 0.27% | −41−1.1% | Reduced |
| Anchor Investment Management, LLC | 3,828 | $1.81M | 0.25% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 3,826 | $1.81M | 0.19% | −119−3.0% | Reduced |
| Main Street Financial Solutions, LLC | 3,813 | $1.80M | 0.26% | −79−2.0% | Reduced |
| Legal Advantage Investments, Inc. | 3,800 | $1.80M | 1.32% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,778 | $1.79M | 0.97% | +110+3.0% | Added |
| Goodman Advisory Group, LLC | 3,765 | $1.78M | 0.97% | −4,327−53.5% | Reduced |
| Guardian Wealth Management, Inc. | 3,763 | $1.78M | 1.71% | +5+0.1% | Added |
| RB Capital Management, LLC | 3,753 | $1.77M | 0.58% | +74+2.0% | Added |
| Cooper Financial Group | 3,745 | $1.77M | 0.48% | +409+12.3% | Added |
| Alta Capital Management LLC | 3,722 | $1.76M | 0.13% | +65+1.8% | Added |
| Clark Capital Management Group, Inc. | 3,684 | $1.74M | 0.02% | −116−3.1% | Reduced |
| Roundview Capital LLC | 3,652 | $1.73M | 0.18% | +256+7.5% | Added |
| Scott & Selber, Inc. | 3,646 | $1.72M | 0.73% | +10+0.3% | Added |
| McMahon Financial Advisors, LLC | 3,646 | $1.72M | 0.57% | +46+1.3% | Added |
| Thrive Wealth Management, LLC | 3,643 | $1.72M | 0.44% | +143+4.1% | Added |
| Meridian Wealth Advisors, LLC | 3,635 | $1.72M | 0.43% | −19−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 3,633 | $1.72M | 0.14% | +2+0.1% | Added |
| BDO Wealth Advisors, LLC | 3,634 | $1.72M | 0.21% | −4−0.1% | Reduced |
| Independent Financial Group, LLC | 3,632 | $1.72M | 0.14% | −74−2.0% | Reduced |
| Daymark Wealth Partners, LLC | 3,632 | $1.72M | 0.23% | +1,649+83.2% | Added |