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
- 2,283
- +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 | 2,796 | $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 |
|---|---|---|---|---|---|
| Westchester Capital Management, Inc. | 31,398 | $14.8M | 4.27% | −1,472−4.5% | Reduced |
| Cadinha & Co LLC | 31,382 | $14.8M | 4.09% | −133−0.4% | Reduced |
| Washington Trust Co | 31,290 | $14.8M | 0.67% | −104−0.3% | Reduced |
| Hikari Tsushin, Inc. | 31,029 | $14.7M | 1.53% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 31,000 | $14.7M | 0.68% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 30,895 | $14.6M | 7.86% | +276+0.9% | Added |
| Core Alternative Capital | 30,831 | $14.6M | 1.95% | −895−2.8% | Reduced |
| Anchor Capital Advisors LLC | 30,693 | $14.5M | 0.38% | +86+0.3% | Added |
| Pinnacle Associates Ltd | 30,693 | $14.5M | 0.30% | +50.0% | Added |
| Advisory Services Network, LLC | 30,564 | $14.4M | 0.40% | +2,174+7.7% | Added |
| Cullen/Frost Bankers, Inc. | 30,520 | $14.4M | 0.26% | −243−0.8% | Reduced |
| Graham Capital Management, L.P. | 29,786 | $14.1M | 0.49% | +1,934+6.9% | Added |
| Atria Wealth Solutions, Inc. | 29,783 | $14.1M | 0.21% | +3,552+13.5% | Added |
| TD Waterhouse Canada Inc. | 27,279 | $14.0M | 0.15% | −1,170−4.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 29,300 | $13.9M | 4.07% | +1,209+4.3% | Added |
| Kestra Private Wealth Services, LLC | 29,221 | $13.8M | 0.55% | +743+2.6% | Added |
| Citadel Advisors LLC | 29,195 | $13.8M | 0.02% | +26,515+989.4% | Added |
| CIBC World Markets Inc. | 28,411 | $13.4M | 0.05% | +2,172+8.3% | Added |
| Carnegie Capital Asset Management, LLC | 27,929 | $13.2M | 0.53% | −2,828−9.2% | Reduced |
| Regions Financial Corp | 27,842 | $13.2M | 0.12% | +23+0.1% | Added |
| NewEdge Wealth, LLC | 27,156 | $12.8M | 0.49% | +2,568+10.4% | Added |
| Cantor Fitzgerald, L. P. | 27,133 | $12.8M | 0.27% | +2,029+8.1% | Added |
| Raymond James Trust N.A. | 27,118 | $12.8M | 0.41% | −77−0.3% | Reduced |
| Bogart Wealth, LLC | 27,110 | $12.8M | 0.86% | +906+3.5% | Added |
| Linscomb & Williams, Inc. | 26,978 | $12.8M | 0.67% | −555−2.0% | Reduced |
| FineMark National Bank & Trust | 26,916 | $12.7M | 0.54% | −293−1.1% | Reduced |
| Bard Financial Services, Inc. | 26,894 | $12.7M | 1.02% | −150−0.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 26,816 | $12.7M | 0.09% | −772−2.8% | Reduced |
| Czech National Bank | 26,767 | $12.7M | 0.31% | −535−2.0% | Reduced |
| Wealthfront Advisers LLC | 26,751 | $12.6M | 0.06% | +837+3.2% | Added |
| Leavell Investment Management, Inc. | 26,655 | $12.6M | 0.90% | +192+0.7% | Added |
| South Street Advisors LLC | 26,646 | $12.6M | 2.59% | +19+0.1% | Added |
| HSBC Holdings PLC | 26,599 | $12.6M | 0.02% | +22,811+602.2% | Added |
| Strategy Asset Managers LLC | 26,415 | $12.5M | 3.04% | +302+1.2% | Added |
| Pictet Asset Management SA | 26,324 | $12.4M | 0.02% | −6,268−19.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 26,189 | $12.4M | 0.14% | −323−1.2% | Reduced |
| Vantage Investment Partners, LLC | 26,152 | $12.4M | 1.69% | +426+1.7% | Added |
| Buckingham Strategic Wealth, LLC | 25,398 | $12.4M | 0.22% | 00.0% | Unchanged |
| Grassi Investment Management | 25,992 | $12.3M | 1.52% | +25+0.1% | Added |
| Nissay Asset Management Corp | 25,796 | $12.2M | 0.11% | −1,203−4.5% | Reduced |
| Apriem Advisors | 25,537 | $12.1M | 1.93% | −2,292−8.2% | Reduced |
| Bradley Foster & Sargent Inc | 25,361 | $12.0M | 0.29% | +130+0.5% | Added |
| Thrivent Financial for Lutherans | 25,281 | $12.0M | 0.03% | −14,577−36.6% | Reduced |
| Public Sector Pension Investment Board | 24,999 | $11.8M | 0.09% | −4,040−13.9% | Reduced |
| Heritage Investors Management Corp | 24,891 | $11.8M | 0.50% | −1,472−5.6% | Reduced |
| Burney Co | 24,804 | $11.7M | 0.58% | −70−0.3% | Reduced |
| South Dakota Investment Council | 24,475 | $11.6M | 0.25% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 24,445 | $11.6M | 0.43% | +220+0.9% | Added |
| GQG Partners LLC | 24,024 | $11.4M | 0.03% | −1,126,926−97.9% | Reduced |
| Mackenzie Financial Corp | 23,935 | $11.3M | 0.02% | −47,755−66.6% | Reduced |
| Massmutual Trust Co FSB | 23,858 | $11.3M | 0.43% | −376−1.6% | Reduced |
| Yousif Capital Management, LLC | 23,707 | $11.2M | 0.15% | −2,322−8.9% | Reduced |
| American National Bank | 23,631 | $11.2M | 2.06% | −1,090−4.4% | Reduced |
| Independent Advisor Alliance | 23,560 | $11.1M | 0.54% | −4,985−17.5% | Reduced |
| Tamar Securities, LLC | 23,413 | $11.1M | 3.18% | +60+0.3% | Added |
| LVM Capital Management Ltd | 23,155 | $10.9M | 1.52% | +865+3.9% | Added |
| Cullinan Associates Inc | 22,992 | $10.9M | 0.63% | +5,869+34.3% | Added |
| Westpac Banking Corp | 22,724 | $10.7M | 0.14% | −3,209−12.4% | Reduced |
| Buckhead Capital Management LLC | 22,681 | $10.7M | 2.52% | +67+0.3% | Added |
| Thompson Siegel & Walmsley LLC | 22,527 | $10.6M | 0.17% | −95−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,453 | $10.6M | 0.11% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 22,395 | $10.6M | 1.40% | +478+2.2% | Added |
| ARS Wealth Advisors Group, LLC | 22,166 | $10.5M | 1.93% | −2,227−9.1% | Reduced |
| IFM Investors Pty Ltd | 22,157 | $10.5M | 0.16% | +636+3.0% | Added |
| Valley National Advisers Inc | 21,765 | $10.5M | 1.84% | −628−2.8% | Reduced |
| Johnson Investment Counsel Inc | 22,087 | $10.4M | 0.14% | −420−1.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,062 | $10.4M | 0.44% | +5,662+34.5% | Added |
| TruWealth Advisors, LLC | 22,058 | $10.4M | 0.96% | +445+2.1% | Added |
| Jeppson Wealth Management, LLC | 21,803 | $10.3M | 4.49% | +152+0.7% | Added |
| Janus Henderson Group PLC | 21,805 | $10.3M | 0.01% | −8,273−27.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 21,767 | $10.3M | 1.19% | −1,291−5.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 21,736 | $10.3M | 1.17% | −439−2.0% | Reduced |
| Tufton Capital Management | 21,617 | $10.2M | 2.21% | −140−0.6% | Reduced |
| Gotham Asset Management, LLC | 21,585 | $10.2M | 0.25% | −10,212−32.1% | Reduced |
| Amundi | 20,662 | $10.1M | 0.01% | +508+2.5% | Added |
| Stephens Inc | 21,370 | $10.1M | 0.19% | −2,224−9.4% | Reduced |
| Private Capital Advisors, Inc. | 21,247 | $10.0M | 1.89% | −7,020−24.8% | Reduced |
| Balyasny Asset Management LLC | 21,216 | $10.0M | 0.03% | +21,216 | New |
| Davenport & Co LLC | 21,110 | $9.98M | 0.08% | −212−1.0% | Reduced |
| FORA Capital, LLC | 21,109 | $9.98M | 1.00% | +21,109 | New |
| British Columbia Investment Management Corp | 21,048 | $9.95M | 0.10% | −129−0.6% | Reduced |
| Great Valley Advisor Group, Inc. | 20,817 | $9.84M | 0.46% | +6,145+41.9% | Added |
| Kovitz Investment Group Partners, LLC | 20,553 | $9.72M | 0.17% | −478−2.3% | Reduced |
| Wills Financial Group, Inc. | 20,469 | $9.68M | 5.21% | −27−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 20,192 | $9.62M | 0.18% | +8,012+65.8% | Added |
| Hi-Line Capital Management, LLC | 20,265 | $9.58M | 3.27% | −13,176−39.4% | Reduced |
| Atria Investments LLC | 20,258 | $9.57M | 0.18% | +318+1.6% | Added |
| Central Trust Co | 20,181 | $9.54M | 0.28% | +11+0.1% | Added |
| Novare Capital Management LLC | 20,153 | $9.53M | 1.08% | −1,966−8.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 20,098 | $9.50M | 0.99% | +103+0.5% | Added |
| Morgan Dempsey Capital Management LLC | 20,098 | $9.50M | 2.57% | +416+2.1% | Added |
| Northern Oak Wealth Management Inc | 19,962 | $9.44M | 1.13% | −137−0.7% | Reduced |
| Equitable Holdings, Inc. | 19,940 | $9.43M | 0.15% | +532+2.7% | Added |
| Lazard Asset Management LLC | 19,938 | $9.43M | 0.01% | −284−1.4% | Reduced |
| Brookstone Capital Management | 19,240 | $9.42M | 0.18% | +3,808+24.7% | Added |
| New England Asset Management Inc | 19,815 | $9.37M | 1.39% | −5,380−21.4% | Reduced |
| Mastrapasqua Asset Management Inc | 19,757 | $9.34M | 1.15% | +298+1.5% | Added |
| Westwood Holdings Group Inc. | 19,749 | $9.34M | 0.08% | +367+1.9% | Added |
| Ardevora Asset Management LLP | 19,589 | $9.26M | 0.17% | −2,320−10.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,559 | $9.25M | 0.17% | +804+4.3% | Added |