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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 3,622 | $1.71M | 0.64% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,592 | $1.70M | 0.20% | −350−8.9% | Reduced |
| Choate Investment Advisors | 3,591 | $1.70M | 0.08% | −12−0.3% | Reduced |
| Exos TFP Holdings LLC | 3,584 | $1.69M | 0.43% | +1,871+109.2% | Added |
| Venturi Wealth Management, LLC | 3,565 | $1.69M | 0.14% | −194−5.2% | Reduced |
| Moody National Bank Trust Division | 3,564 | $1.68M | 0.14% | +13+0.4% | Added |
| Jefferies Financial Group Inc. | 3,550 | $1.68M | 0.04% | −10,850−75.3% | Reduced |
| Valmark Advisers, Inc. | 3,542 | $1.67M | 0.04% | −87−2.4% | Reduced |
| C2C Wealth Management, LLC | 3,424 | $1.67M | 0.27% | −49−1.4% | Reduced |
| LCM Capital Management Inc | 3,530 | $1.67M | 1.46% | +135+4.0% | Added |
| HBW Advisory Services LLC | 3,529 | $1.67M | 0.42% | +149+4.4% | Added |
| Telemus Capital, LLC | 3,524 | $1.67M | 0.15% | +92+2.7% | Added |
| Pure Financial Advisors, Inc. | 3,510 | $1.66M | 0.08% | −55−1.5% | Reduced |
| Independence Bank of Kentucky | 3,508 | $1.66M | 0.72% | −112−3.1% | Reduced |
| Schrum Private Wealth Management LLC | 3,507 | $1.66M | 1.91% | −252−6.7% | Reduced |
| Financial Consulate, Inc | 3,503 | $1.66M | 0.58% | −287−7.6% | Reduced |
| Aull & Monroe Investment Management Corp | 3,502 | $1.66M | 0.84% | 00.0% | Unchanged |
| Opus Investment Management Inc | 3,500 | $1.65M | 0.60% | 00.0% | Unchanged |
| W Advisors, LLC | 3,497 | $1.65M | 1.37% | −14−0.4% | Reduced |
| Altfest L J & Co Inc | 3,492 | $1.65M | 0.26% | +1,181+51.1% | Added |
| New Hampshire Trust | 3,489 | $1.65M | 0.44% | −145−4.0% | Reduced |
| Schmidt P J Investment Management Inc | 3,545 | $1.65M | 0.34% | −144−3.9% | Reduced |
| Forza Wealth Management, LLC | 3,468 | $1.64M | 0.84% | +2,587+293.6% | Added |
| Mayflower Financial Advisors, LLC | 3,463 | $1.64M | 0.22% | +335+10.7% | Added |
| Cahill Financial Advisors Inc | 3,462 | $1.64M | 0.29% | +296+9.3% | Added |
| Clarus Wealth Advisors | 3,326 | $1.63M | 1.03% | +38+1.2% | Added |
| IAM Advisory, LLC | 3,421 | $1.62M | 0.56% | +194+6.0% | Added |
| Great Diamond Partners, LLC | 3,410 | $1.61M | 0.47% | −426−11.1% | Reduced |
| Bangor Savings Bank | 3,404 | $1.61M | 0.19% | −75−2.2% | Reduced |
| Continuum Advisory, LLC | 3,404 | $1.61M | 0.27% | −1,378−28.8% | Reduced |
| Redwood Investment Management, LLC | 3,401 | $1.61M | 0.17% | +146+4.5% | Added |
| Optimum Investment Advisors | 3,400 | $1.61M | 0.84% | −80−2.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,396 | $1.61M | 0.55% | −58−1.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,384 | $1.60M | 0.61% | +3,384 | New |
| Callahan Advisors, LLC | 3,379 | $1.60M | 0.21% | +479+16.5% | Added |
| Laidlaw Wealth Management LLC | 3,366 | $1.59M | 0.32% | +162+5.1% | Added |
| Wolff Wiese Magana LLC | 3,358 | $1.59M | 1.29% | +11+0.3% | Added |
| Curi Capital | 3,357 | $1.59M | 0.23% | −32−0.9% | Reduced |
| Pflug Koory, LLC | 3,353 | $1.59M | 0.86% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,350 | $1.58M | 0.04% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,347 | $1.58M | 0.75% | −50−1.5% | Reduced |
| JJJ Advisors Inc. | 3,240 | $1.58M | 0.45% | −42−1.3% | Reduced |
| Meyer Handelman Co | 3,340 | $1.58M | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,325 | $1.57M | 0.10% | −197−5.6% | Reduced |
| Fundamentun, LLC | 3,324 | $1.57M | 0.26% | −25−0.7% | Reduced |
| LRT Capital Management, LLC | 3,315 | $1.57M | 1.18% | +3,315 | New |
| Red Cedar Investment Management, LLC | 3,313 | $1.57M | 0.24% | +957+40.6% | Added |
| Guerra Pan Advisors, LLC | 3,307 | $1.56M | 1.96% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,442 | $1.56M | 0.71% | −70−2.0% | Reduced |
| Claro Advisors LLC | 3,294 | $1.56M | 0.46% | +100+3.1% | Added |
| Greenwood Capital Associates LLC | 3,288 | $1.55M | 0.22% | +1,277+63.5% | Added |
| Rice Partnership, LLC | 3,287 | $1.55M | 0.47% | +10+0.3% | Added |
| Richwood Investment Advisors, LLC | 3,283 | $1.55M | 1.55% | +1,029+45.7% | Added |
| Diversified Trust Co | 3,271 | $1.55M | 0.06% | +491+17.7% | Added |
| Stonnington Group, LLC | 3,136 | $1.54M | 0.40% | −1,127−26.4% | Reduced |
| Lakeview Capital Partners, LLC | 3,408 | $1.54M | 0.48% | −88−2.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,247 | $1.54M | 0.48% | −61−1.8% | Reduced |
| Beaton Management Co. Inc. | 3,247 | $1.53M | 1.04% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,234 | $1.53M | 0.60% | +133+4.3% | Added |
| Harvest Investment Advisors, LLC | 3,225 | $1.52M | 1.36% | −2−0.1% | Reduced |
| Access Financial Services, Inc. | 3,220 | $1.52M | 0.93% | +257+8.7% | Added |
| William Allan, LLC | 3,210 | $1.52M | 1.20% | −3−0.1% | Reduced |
| Inlet Private Wealth, LLC | 3,194 | $1.51M | 0.39% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,186 | $1.51M | 0.60% | −141−4.2% | Reduced |
| Investment Management Associates Inc | 3,182 | $1.50M | 0.62% | −27−0.8% | Reduced |
| Brighton Jones LLC | 3,173 | $1.50M | 0.09% | −321−9.2% | Reduced |
| Harbour Investments, Inc. | 3,157 | $1.49M | 0.08% | +443+16.3% | Added |
| Coastal Investment Advisors, Inc. | 3,144 | $1.49M | 0.36% | +312+11.0% | Added |
| Oakworth Capital, Inc. | 3,126 | $1.48M | 0.13% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,120 | $1.48M | 0.11% | +111+3.7% | Added |
| Herold Advisors, Inc. | 3,111 | $1.47M | 0.51% | −141−4.3% | Reduced |
| 9258 Wealth Management, LLC | 3,110 | $1.47M | 0.30% | −51−1.6% | Reduced |
| Westhampton Capital, LLC | 3,109 | $1.47M | 0.94% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,109 | $1.47M | 0.05% | −234−7.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,100 | $1.47M | 0.13% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,097 | $1.46M | 0.09% | −53−1.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,090 | $1.46M | 1.13% | −10−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,081 | $1.46M | 0.07% | −5−0.2% | Reduced |
| Intrua Financial, LLC | 3,230 | $1.46M | 0.30% | −3,057−48.6% | Reduced |
| Syntal Capital Partners, LLC | 3,070 | $1.45M | 0.53% | +3,070 | New |
| Dearborn Partners LLC | 3,069 | $1.45M | 0.06% | −21−0.7% | Reduced |
| Allianz Asset Management GmbH | 3,066 | $1.45M | 0.00% | −3,340−52.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,058 | $1.45M | 0.06% | −80−2.5% | Reduced |
| Augustine Asset Management Inc | 3,050 | $1.44M | 0.71% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 3,026 | $1.43M | 1.01% | +214+7.6% | Added |
| Alaethes Wealth LLC | 3,020 | $1.43M | 0.84% | +139+4.8% | Added |
| Central Bank & Trust Co | 3,014 | $1.42M | 0.25% | +227+8.1% | Added |
| Flagship Harbor Advisors, LLC | 3,002 | $1.42M | 0.13% | +311+11.6% | Added |
| Wolverine Asset Management LLC | 3,000 | $1.42M | 0.03% | +3,000 | New |
| Qsemble Capital Management, LP | 3,000 | $1.42M | 0.96% | +3,000 | New |
| Diversified, LLC | 2,998 | $1.42M | 0.51% | −480−13.8% | Reduced |
| D'Orazio & Associates, Inc. | 2,996 | $1.42M | 0.37% | −713−19.2% | Reduced |
| Crestwood Advisors Group LLC | 2,990 | $1.41M | 0.05% | −679−18.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,987 | $1.41M | 0.11% | −84−2.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.41M | 1.08% | −10−0.3% | Reduced |
| GoalVest Advisory LLC | 2,973 | $1.41M | 0.82% | +47+1.6% | Added |
| TrinityPoint Wealth, LLC | 2,959 | $1.40M | 0.30% | +196+7.1% | Added |
| Pitcairn Co | 2,958 | $1.40M | 0.13% | +494+20.0% | Added |
| Van Leeuwen & Company, LLC | 2,957 | $1.40M | 0.94% | +1,511+104.5% | Added |
| Lederer & Associates Investment Counsel | 2,942 | $1.39M | 1.07% | 00.0% | Unchanged |