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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 2,940 | $1.39M | 0.11% | +2,940 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,920 | $1.38M | 0.59% | −83−2.8% | Reduced |
| Institute for Wealth Management, LLC. | 2,912 | $1.38M | 0.27% | −15−0.5% | Reduced |
| Stokes Family Office, LLC | 2,897 | $1.37M | 0.17% | +543+23.1% | Added |
| Fisher Asset Management, LLC | 2,887 | $1.37M | 0.00% | −461−13.8% | Reduced |
| Strategic Blueprint, LLC | 2,873 | $1.36M | 0.14% | −153−5.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,872 | $1.36M | 0.28% | +2,872 | New |
| TFG Advisers LLC | 2,871 | $1.36M | 0.66% | +74+2.6% | Added |
| First National Bank & Trust Co of Newtown | 2,868 | $1.36M | 0.30% | −150−5.0% | Reduced |
| BancorpSouth Bank | 2,867 | $1.36M | 0.12% | +2+0.1% | Added |
| Alterity Financial Group, LLC | 2,863 | $1.35M | 1.98% | +18+0.6% | Added |
| First Western Trust Bank | 2,861 | $1.35M | 0.07% | +42+1.5% | Added |
| Sage Investment Advisers LLC | 2,860 | $1.35M | 1.81% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,859 | $1.35M | 0.45% | +27+1.0% | Added |
| Deseret Mutual Benefit Administrators | 2,858 | $1.35M | 0.53% | −76−2.6% | Reduced |
| Holderness Investments Co | 2,855 | $1.35M | 0.54% | −56−1.9% | Reduced |
| Clearview Wealth Advisors LLC | 2,851 | $1.35M | 1.37% | +981+52.5% | Added |
| Howe & Rusling Inc | 2,850 | $1.35M | 0.16% | +1,512+113.0% | Added |
| Boit C F David | 2,720 | $1.35M | 0.92% | +800+41.7% | Added |
| Islay Capital Management, LLC | 2,844 | $1.34M | 1.31% | +92+3.3% | Added |
| Vontobel Holding Ltd. | 2,838 | $1.34M | 0.01% | +1,076+61.1% | Added |
| Matrix Trust Co | 2,830 | $1.34M | 0.36% | +583+25.9% | Added |
| Signet Investment Advisory Group, Inc. | 2,825 | $1.34M | 0.92% | −245−8.0% | Reduced |
| Laurion Capital Management LP | 2,814 | $1.33M | 0.06% | +2,814 | New |
| Valley Brook Capital Group | 2,800 | $1.32M | 1.22% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,800 | $1.32M | 0.43% | +259+10.2% | Added |
| LCNB Corp | 2,798 | $1.32M | 0.60% | +60+2.2% | Added |
| Kovack Advisors, Inc. | 2,796 | $1.32M | 0.18% | +2+0.1% | Added |
| Cigna Investments Inc | 2,792 | $1.32M | 0.26% | −118−4.1% | Reduced |
| Aspen Investment Management Inc | 2,770 | $1.31M | 0.84% | +220+8.6% | Added |
| Cassaday & Co Wealth Management LLC | 2,767 | $1.31M | 0.06% | +28+1.0% | Added |
| Fund Management at Engine No. 1 LLC | 2,756 | $1.30M | 0.26% | +188+7.3% | Added |
| ICA Group Wealth Management, LLC | 2,754 | $1.30M | 0.31% | +94+3.5% | Added |
| First Financial Corp | 2,742 | $1.30M | 0.81% | −404−12.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,729 | $1.29M | 0.48% | −28−1.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,720 | $1.29M | 0.75% | +10.0% | Added |
| Peoples Financial Services Corp. | 2,716 | $1.28M | 0.60% | −391−12.6% | Reduced |
| Brookfield Asset Management Inc. | 2,709 | $1.28M | 0.01% | −19,151−87.6% | Reduced |
| Excalibur Management Corp | 2,701 | $1.28M | 0.66% | −3−0.1% | Reduced |
| High Note Wealth, LLC | 2,687 | $1.27M | 0.52% | +168+6.7% | Added |
| Phoenix Holdings Ltd. | 2,667 | $1.26M | 0.03% | +2,667 | New |
| Nilsine Partners, LLC | 2,659 | $1.26M | 0.20% | +2,659 | New |
| South State Corp. | 2,639 | $1.25M | 0.12% | −27−1.0% | Reduced |
| Strategic Wealth Designers | 2,639 | $1.25M | 0.23% | +2,064+359.0% | Added |
| Nicholas Hoffman & Company, LLC. | 2,638 | $1.25M | 0.11% | +173+7.0% | Added |
| Steel Peak Wealth Management LLC | 2,622 | $1.24M | 0.08% | +455+21.0% | Added |
| Bryn Mawr Trust Co | 2,616 | $1.24M | 0.05% | +582+28.6% | Added |
| Argent Advisors, Inc. | 2,613 | $1.24M | 0.59% | +92+3.6% | Added |
| Purus Wealth Management, LLC | 2,609 | $1.23M | 0.97% | +40+1.6% | Added |
| VisionPoint Advisory Group, LLC | 2,722 | $1.23M | 0.54% | −1,133−29.4% | Reduced |
| Mission Wealth Management, LP | 2,599 | $1.23M | 0.05% | +147+6.0% | Added |
| Clarius Group, LLC | 2,597 | $1.23M | 0.10% | −33−1.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,594 | $1.23M | 0.90% | −163−5.9% | Reduced |
| BCJ Capital Management, LLC | 2,593 | $1.23M | 0.11% | +280+12.1% | Added |
| Algert Global LLC | 2,592 | $1.23M | 0.06% | +524+25.3% | Added |
| Ethic Inc. | 2,591 | $1.22M | 0.05% | +371+16.7% | Added |
| Duff & Phelps Investment Management Co | 2,590 | $1.22M | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 2,590 | $1.22M | 0.57% | +100+4.0% | Added |
| Platform Technology Partners | 2,590 | $1.22M | 0.60% | +277+12.0% | Added |
| Baker Tilly Wealth Management, LLC | 2,585 | $1.22M | 0.14% | −208−7.4% | Reduced |
| Sippican Capital Advisors | 2,569 | $1.21M | 1.16% | −4−0.2% | Reduced |
| PFG Advisors | 2,567 | $1.21M | 0.10% | +373+17.0% | Added |
| Wedmont Private Capital | 2,438 | $1.21M | 0.16% | +188+8.4% | Added |
| AustralianSuper Pty Ltd | 2,552 | $1.21M | 0.01% | +2,552 | New |
| Eads & Heald Wealth Management | 2,538 | $1.20M | 0.59% | +191+8.1% | Added |
| Royal Fund Management, LLC | 2,534 | $1.20M | 0.18% | −122−4.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,525 | $1.19M | 0.09% | +5+0.2% | Added |
| Ancora Advisors, LLC | 2,519 | $1.19M | 0.03% | +30+1.2% | Added |
| Global Financial Private Client, LLC | 2,438 | $1.19M | 0.61% | +861+54.6% | Added |
| Hoey Investments, Inc | 2,509 | $1.19M | 0.47% | +59+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,508 | $1.19M | 0.01% | +16+0.6% | Added |
| Profund Advisors LLC | 2,507 | $1.19M | 0.07% | +165+7.0% | Added |
| Washington Capital Management Inc | 2,500 | $1.18M | 1.05% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $1.18M | 1.09% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,489 | $1.18M | 0.34% | +1,280+105.9% | Added |
| Marcum Wealth, LLC | 2,479 | $1.17M | 0.15% | −239−8.8% | Reduced |
| Legacy Financial Advisors, Inc. | 2,471 | $1.17M | 0.24% | +127+5.4% | Added |
| Vicus Capital | 2,470 | $1.17M | 0.13% | +23+0.9% | Added |
| Golden State Equity Partners | 2,468 | $1.17M | 0.63% | +2,468 | New |
| My Legacy Advisors, LLC | 2,346 | $1.17M | 0.50% | +77+3.4% | Added |
| Castle Rock Wealth Management, LLC | 2,558 | $1.16M | 0.41% | −68−2.6% | Reduced |
| RKL Wealth Management LLC | 2,437 | $1.15M | 0.15% | −174−6.7% | Reduced |
| Mendel Capital Management LLC | 2,425 | $1.15M | 1.04% | +11+0.5% | Added |
| TL Private Wealth | 2,407 | $1.14M | 0.64% | −100−4.0% | Reduced |
| Machina Capital S.A.S. | 2,404 | $1.14M | 1.00% | +2,404 | New |
| V Wealth Advisors LLC | 2,403 | $1.14M | 0.21% | −40−1.6% | Reduced |
| PFG Investments, LLC | 2,396 | $1.13M | 0.23% | +2,396 | New |
| Patten Group, Inc. | 2,390 | $1.13M | 0.34% | +102+4.5% | Added |
| TCTC Holdings, LLC | 2,382 | $1.13M | 0.05% | +320+15.5% | Added |
| DB Fitzpatrick & Co, Inc | 2,380 | $1.13M | 1.22% | −34−1.4% | Reduced |
| Inceptionr LLC | 2,375 | $1.12M | 0.36% | +407+20.7% | Added |
| Fairfield, Bush & Co. | 2,366 | $1.12M | 0.39% | −215−8.3% | Reduced |
| Bridgefront Capital, LLC | 2,348 | $1.11M | 0.68% | +2,348 | New |
| CRA Financial Services, LLC | 2,345 | $1.11M | 0.33% | +45+2.0% | Added |
| Focus Financial Network, Inc. | 2,339 | $1.11M | 0.07% | +238+11.3% | Added |
| Covenant Partners, LLC | 2,337 | $1.10M | 0.42% | −289−11.0% | Reduced |
| Patten & Patten Inc | 2,331 | $1.10M | 0.10% | −11−0.5% | Reduced |
| Allen Capital Group, LLC | 2,327 | $1.10M | 0.21% | +2,327 | New |
| Wellington Shields & Co., LLC | 2,325 | $1.10M | 0.25% | −60−2.5% | Reduced |
| Mirabella Financial Services LLP | 2,314 | $1.09M | 0.23% | −18,290−88.8% | Reduced |