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 |
|---|---|---|---|---|---|
| Signature Wealth Management Partners, LLC | 1,516 | $716.7K | 0.66% | +6+0.4% | Added |
| Advisory Alpha, LLC | 1,516 | $716.5K | 0.05% | +11+0.7% | Added |
| Summit Financial, LLC | 1,514 | $715.7K | 0.06% | −281−15.7% | Reduced |
| Aaron Wealth Advisors | 1,512 | $714.8K | 0.10% | +88+6.2% | Added |
| IFG Advisory, LLC | 1,511 | $714.3K | 0.07% | +139+10.1% | Added |
| TCI Wealth Advisors, Inc. | 1,511 | $714.3K | 0.09% | −9−0.6% | Reduced |
| JT Stratford LLC | 1,511 | $714.3K | 0.21% | −1,334−46.9% | Reduced |
| Alta Wealth Advisors LLC | 1,502 | $710.0K | 0.45% | +20+1.3% | Added |
| Aristotle Atlantic Partners, LLC | 1,500 | $709.1K | 0.04% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 1,496 | $708.0K | 0.90% | −242−13.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,491 | $704.8K | 0.12% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,488 | $703.4K | 0.52% | +9+0.6% | Added |
| Sterling Financial Group, Inc. | 1,444 | $702.5K | 0.54% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,485 | $702.1K | 0.31% | −43−2.8% | Reduced |
| CVA Family Office, LLC | 1,482 | $700.6K | 0.16% | +57+4.0% | Added |
| 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 |
| WBH Advisory Inc | 1,478 | $698.5K | 0.09% | +1,478 | New |
| Cerro Pacific Wealth Advisors LLC | 1,477 | $698.3K | 0.39% | +540+57.6% | Added |
| Lattice Capital Management, LLC | 1,476 | $697.7K | 0.93% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,474 | $697.1K | 0.14% | +1,474 | New |
| Mount Yale Investment Advisors, LLC | 1,472 | $695.7K | 0.08% | −621−29.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,469 | $694.4K | 0.17% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,464 | $692.2K | 0.44% | +9+0.6% | Added |
| Centennial Bank | 1,458 | $689.2K | 0.45% | −759−34.2% | Reduced |
| Redmond Asset Management, LLC | 1,457 | $688.8K | 0.24% | −1,168−44.5% | Reduced |
| Chatham Capital Group, Inc. | 1,454 | $687.3K | 0.15% | +65+4.7% | Added |
| Ti-Trust, Inc | 1,450 | $685.5K | 0.64% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $685.5K | 0.20% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,446 | $683.4K | 0.26% | −100−6.5% | Reduced |
| Capital Square, LLC | 1,394 | $683.3K | 0.63% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 1,431 | $676.3K | 0.81% | +72+5.3% | Added |
| DuPont Capital Management Corp | 1,430 | $676.0K | 0.03% | −851−37.3% | Reduced |
| Bristlecone Advisors, LLC | 1,426 | $674.1K | 0.07% | +503+54.5% | Added |
| Epic Trust Investment Advisors, LLC | 1,418 | $670.8K | 0.84% | +244+20.8% | Added |
| Chicago Capital, LLC | 1,415 | $668.9K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,411 | $667.0K | 0.10% | −159−10.1% | Reduced |
| Ironwood Financial, llc | 1,411 | $667.0K | 0.19% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,409 | $665.9K | 0.50% | −14−1.0% | Reduced |
| Resurgent Financial Advisors LLC | 1,408 | $665.6K | 0.45% | −616−30.4% | Reduced |
| Emerald Advisors, LLC | 1,408 | $665.5K | 0.17% | −74−5.0% | Reduced |
| Fiera Capital Corp | 1,407 | $665.1K | 0.00% | −125−8.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,406 | $664.7K | 0.28% | −50−3.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,403 | $663.1K | 0.08% | +99+7.6% | Added |
| Northcape Wealth Management, LLC | 1,402 | $662.6K | 0.24% | +1,402 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 1,400 | $661.8K | 0.37% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,399 | $661.7K | 0.05% | +395+39.3% | Added |
| Trustmark National Bank Trust Department | 1,399 | $661.3K | 0.06% | −82−5.5% | Reduced |
| East Coast Asset Management, LLC. | 1,397 | $660.4K | 0.29% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,395 | $659.6K | 0.09% | +782+127.6% | Added |
| Zullo Investment Group, Inc. | 1,390 | $657.5K | 0.41% | +58+4.4% | Added |
| Foster Dykema Cabot & Co Inc | 1,387 | $656.0K | 0.08% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,387 | $655.6K | 0.51% | −23−1.6% | Reduced |
| Cipher Capital LP | 1,383 | $653.8K | 0.12% | +1,383 | New |
| Nvest Financial, LLC | 1,381 | $652.9K | 0.68% | +28+2.1% | Added |
| Good Life Advisors, LLC | 1,380 | $652.8K | 0.08% | +233+20.3% | Added |
| Oak Family Advisors, LLC | 1,380 | $652.3K | 0.32% | −292−17.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,379 | $651.9K | 0.18% | +1,379 | New |
| Newman Dignan & Sheerar, Inc. | 1,375 | $650.0K | 0.21% | −124−8.3% | Reduced |
| Prudent Man Advisors, LLC | 1,376 | $650.0K | 0.25% | −31−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 1,372 | $648.6K | 0.07% | −15−1.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,325 | $647.3K | 0.08% | −8−0.6% | Reduced |
| First National Bank Sioux Falls | 1,365 | $645.3K | 0.45% | −73−5.1% | Reduced |
| BHK Investment Advisors, LLC | 1,364 | $645.0K | 0.28% | +270+24.7% | Added |
| PDS Planning, Inc | 1,364 | $644.9K | 0.09% | +269+24.6% | Added |
| RW Investment Management LLC | 1,363 | $644.3K | 0.18% | +138+11.3% | Added |
| Cypress Financial Planning LLC | 1,314 | $639.4K | 0.39% | −16−1.2% | Reduced |
| Delphia (USA) Inc. | 1,352 | $639.0K | 0.78% | +246+22.2% | Added |
| Triangle Securities Wealth Management | 1,351 | $638.7K | 0.23% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,350 | $638.2K | 0.08% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,349 | $637.7K | 0.73% | +639+90.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,341 | $633.8K | 0.09% | +23+1.7% | 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 |
| Smith, Moore & Co. | 1,329 | $628.3K | 0.09% | +103+8.4% | Added |
| Balboa Wealth Partners | 1,326 | $626.8K | 0.24% | +27+2.1% | Added |
| Garrison Point Advisors, LLC | 1,307 | $617.9K | 0.46% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,300 | $615.0K | 0.31% | +500+62.5% | Added |
| Curtis Advisory Group, LLC | 1,300 | $614.5K | 0.22% | −60−4.4% | Reduced |
| Peachtree Investment Partners, LLC | 1,295 | $612.1K | 0.38% | −70−5.1% | Reduced |
| Forte Capital LLC | 1,291 | $610.3K | 0.09% | −16−1.2% | Reduced |
| Westside Investment Management, Inc. | 1,288 | $608.9K | 0.18% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,286 | $608.0K | 0.37% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,285 | $607.5K | 0.20% | +1,285 | New |
| Wolff Financial Management LLC | 1,278 | $604.0K | 0.21% | −17−1.3% | Reduced |
| Wayfinding Financial, LLC | 1,276 | $603.0K | 0.46% | +436+51.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,275 | $602.7K | 0.43% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,273 | $602.0K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 1,273 | $601.8K | 0.20% | −40−3.0% | Reduced |
| David Loasby | 1,213 | $594.5K | 0.07% | +200+19.7% | Added |
| FLC Capital Advisors | 1,254 | $592.6K | 0.18% | −91−6.8% | Reduced |
| Mechanics Financial Corp | 1,250 | $590.9K | 0.34% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,246 | $589.0K | 0.07% | +16+1.3% | Added |
| Retirement Guys Formula LLC | 1,243 | $587.7K | 0.42% | +64+5.4% | Added |
| KLK Capital Management LLC | 1,242 | $587.4K | 0.75% | +23+1.9% | Added |
| Kapstone Financial Advisors LLC | 1,192 | $586.6K | 0.53% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,237 | $585.0K | 0.46% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,236 | $584.5K | 0.02% | +66+5.6% | Added |
| ABN AMRO Bank N.V. | 1,230 | $583.5K | 0.01% | +1,230 | New |
| Abbrea Capital, LLC | 1,227 | $580.0K | 0.10% | +10+0.8% | Added |