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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 7,337 | $3.47M | 0.41% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,300 | $3.45M | 0.95% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,294 | $3.45M | 0.14% | +7,294 | New |
| Stratos Wealth Advisors, LLC | 7,288 | $3.45M | 0.27% | +114+1.6% | Added |
| CIBC Private Wealth Group, LLC | 21,519 | $3.44M | 0.01% | −1,170−5.2% | Reduced |
| J.W. Cole Advisors, Inc. | 7,274 | $3.44M | 0.24% | +231+3.3% | Added |
| Altrius Capital Management Inc | 7,254 | $3.43M | 1.05% | +138+1.9% | Added |
| Warther Private Wealth, LLC | 7,253 | $3.43M | 2.61% | −277−3.7% | Reduced |
| Smith, Salley & Associates | 7,220 | $3.41M | 0.27% | +59+0.8% | Added |
| Resources Investment Advisors, LLC. | 7,210 | $3.41M | 0.08% | +82+1.2% | Added |
| Leelyn Smith, LLC | 7,206 | $3.41M | 0.87% | −6,157−46.1% | Reduced |
| Dean Investment Associates, LLC | 7,206 | $3.41M | 0.54% | −1,637−18.5% | Reduced |
| Stratos Wealth Partners, LTD. | 7,174 | $3.39M | 0.09% | −1,944−21.3% | Reduced |
| Traynor Capital Management, Inc. | 7,170 | $3.39M | 0.51% | +285+4.1% | Added |
| Metis Global Partners, LLC | 7,170 | $3.39M | 0.22% | +2,294+47.0% | Added |
| Los Angeles Capital Management LLC | 7,166 | $3.39M | 0.02% | +1,302+22.2% | Added |
| Balentine LLC | 7,157 | $3.38M | 0.11% | −1,426−16.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,142 | $3.38M | 0.09% | −168−2.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,133 | $3.37M | 0.46% | −54−0.8% | Reduced |
| RFG Advisory, LLC | 7,128 | $3.37M | 0.16% | +555+8.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,119 | $3.37M | 0.17% | −906−11.3% | Reduced |
| MV Capital Management, Inc. | 7,115 | $3.36M | 0.47% | +209+3.0% | Added |
| Boston Private Wealth LLC | 7,111 | $3.36M | 0.05% | −213−2.9% | Reduced |
| Avantax Planning Partners, Inc. | 7,104 | $3.36M | 0.14% | −1,388−16.3% | Reduced |
| Gabelli Funds LLC | 7,090 | $3.35M | 0.03% | +240+3.5% | Added |
| HBK Sorce Advisory LLC | 7,031 | $3.32M | 0.15% | −8,975−56.1% | Reduced |
| Northwest Investment Counselors, LLC | 7,003 | $3.31M | 0.92% | −220−3.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $3.31M | 0.99% | 00.0% | Unchanged |
| Viking Fund Management LLC | 7,000 | $3.31M | 0.64% | +1,300+22.8% | Added |
| Caldwell Trust Co | 6,929 | $3.28M | 0.45% | −998−12.6% | Reduced |
| Cinctive Capital Management LP | 6,925 | $3.27M | 0.12% | +6,925 | New |
| Pine Valley Investments Ltd Liability Co | 7,299 | $3.27M | 0.50% | +7,299 | New |
| Brooks, Moore & Associates, Inc. | 6,919 | $3.27M | 2.35% | −110−1.6% | Reduced |
| Foundations Investment Advisors, LLC | 6,910 | $3.27M | 0.12% | +271+4.1% | Added |
| Two Sigma Securities, LLC | 6,907 | $3.27M | 0.27% | +5,453+375.0% | Added |
| Whalerock Point Partners, LLC | 6,893 | $3.26M | 1.21% | 00.0% | Unchanged |
| Monument Capital Management | 6,888 | $3.26M | 1.09% | +4,460+183.7% | Added |
| Blue Fin Capital, Inc. | 7,199 | $3.25M | 1.05% | +11+0.2% | Added |
| Cresset Asset Management, LLC | 6,865 | $3.25M | 0.06% | +586+9.3% | Added |
| Red Door Wealth Management, LLC | 6,857 | $3.24M | 1.02% | +172+2.6% | Added |
| McGuire Investment Group, LLC | 6,849 | $3.24M | 0.64% | −304−4.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,831 | $3.23M | 0.11% | +336+5.2% | Added |
| James Investment Research Inc | 6,800 | $3.21M | 0.43% | +3,304+94.5% | Added |
| Transamerica Financial Advisors, Inc. | 6,777 | $3.20M | 0.42% | −973−12.6% | Reduced |
| Hall Capital Management Co Inc | 6,753 | $3.19M | 1.89% | −46−0.7% | Reduced |
| Highland Capital Management, LLC | 6,723 | $3.18M | 0.24% | −548−7.5% | Reduced |
| Bleakley Financial Group, LLC | 6,722 | $3.18M | 0.11% | −6−0.1% | Reduced |
| Wright Investors Service Inc | 6,679 | $3.16M | 0.90% | −346−4.9% | Reduced |
| Empirical Finance, LLC | 6,676 | $3.16M | 0.30% | +302+4.7% | Added |
| Scarborough Advisors, LLC | 6,666 | $3.15M | 0.79% | +64+1.0% | Added |
| Ocean Capital Management, LLC | 6,659 | $3.15M | 1.59% | +911+15.8% | Added |
| Principle Wealth Partners LLC | 6,633 | $3.14M | 0.34% | +12+0.2% | Added |
| XTX Topco Ltd | 6,569 | $3.11M | 0.65% | +3,142+91.7% | Added |
| Apollon Wealth Management, LLC | 6,553 | $3.10M | 0.19% | −52−0.8% | Reduced |
| Nicholas Company, Inc. | 6,545 | $3.09M | 0.06% | −1,510−18.7% | Reduced |
| Advisory Research Inc | 6,545 | $3.09M | 0.51% | −13−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 6,513 | $3.08M | 0.03% | −4,678−41.8% | Reduced |
| Johnson Financial Group, Inc. | 6,508 | $3.08M | 0.22% | +1,452+28.7% | Added |
| Marino, Stram & Associates LLC | 6,493 | $3.07M | 0.93% | +94+1.5% | Added |
| Ameritas Advisory Services, LLC | 6,431 | $3.07M | 0.15% | +1,340+26.3% | Added |
| Exchange Capital Management, Inc. | 6,481 | $3.06M | 0.62% | +183+2.9% | Added |
| Pathstone Family Office, LLC | 6,463 | $3.05M | 0.05% | −3,270−33.6% | Reduced |
| Abbot Financial Management, Inc. | 6,443 | $3.05M | 2.04% | −275−4.1% | Reduced |
| Citizens Business Bank | 6,437 | $3.04M | 0.70% | +8+0.1% | Added |
| M Holdings Securities, Inc. | 6,432 | $3.04M | 0.31% | −1,681−20.7% | Reduced |
| Archer Investment Corp | 6,407 | $3.04M | 1.12% | +172+2.8% | Added |
| Moloney Securities Asset Management, LLC | 6,419 | $3.03M | 0.57% | −2,644−29.2% | Reduced |
| Edge Capital Group, LLC | 6,322 | $2.99M | 0.18% | −1,772−21.9% | Reduced |
| Cunning Capital Partners, LP | 6,300 | $2.98M | 2.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,292 | $2.97M | 0.16% | +136+2.2% | Added |
| McKinley Carter Wealth Services, Inc. | 6,291 | $2.97M | 0.23% | +24+0.4% | Added |
| Whittier Trust Co | 6,243 | $2.95M | 0.05% | −319−4.9% | Reduced |
| Axxcess Wealth Management, LLC | 6,229 | $2.94M | 0.23% | +491+8.6% | Added |
| Solidarilty Wealth, LLC | 6,225 | $2.94M | 1.34% | +6,225 | New |
| Symmetry Investments LP | 6,209 | $2.94M | 1.40% | +3,794+157.1% | Added |
| Wetherby Asset Management Inc | 6,203 | $2.93M | 0.17% | −167−2.6% | Reduced |
| Cohen Klingenstein LLC | 6,200 | $2.93M | 0.14% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,200 | $2.93M | 0.23% | −53−0.8% | Reduced |
| Global Retirement Partners, LLC | 6,460 | $2.93M | 0.16% | +433+7.2% | Added |
| Bancreek Capital Management, LP | 6,172 | $2.92M | 2.46% | −6,931−52.9% | Reduced |
| Veracity Capital LLC | 6,157 | $2.91M | 1.34% | −89−1.4% | Reduced |
| Harbor Capital Advisors, Inc. | 6,149 | $2.91M | 0.84% | +6,149 | New |
| KCM Investment Advisors LLC | 6,144 | $2.90M | 0.12% | +244+4.1% | Added |
| Regent Peak Wealth Advisors LLC | 6,144 | $2.90M | 0.90% | +369+6.4% | Added |
| Meeder Advisory Services, Inc. | 6,133 | $2.90M | 0.33% | +348+6.0% | Added |
| EdgeRock Capital LLC | 6,110 | $2.89M | 1.48% | −335−5.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,098 | $2.88M | 1.45% | −668−9.9% | Reduced |
| Avitas Wealth Management LLC | 6,069 | $2.87M | 0.56% | +8+0.1% | Added |
| Koshinski Asset Management, Inc. | 6,067 | $2.87M | 0.28% | +44+0.7% | Added |
| Adirondack Trust Co | 6,064 | $2.87M | 1.45% | +29+0.5% | Added |
| Blue Chip Partners, Inc. | 6,033 | $2.85M | 0.34% | +33+0.5% | Added |
| Great Lakes Retirement, Inc. | 6,014 | $2.84M | 0.54% | +1,374+29.6% | Added |
| Tealwood Asset Management Inc | 6,005 | $2.84M | 1.45% | −167−2.7% | Reduced |
| Marks Group Wealth Management, Inc | 5,988 | $2.83M | 0.36% | +378+6.7% | Added |
| Trifecta Capital Advisors, LLC | 5,974 | $2.82M | 0.99% | +1,080+22.1% | Added |
| Wintrust Investments LLC | 5,964 | $2.82M | 0.36% | +5,964 | New |
| McDonough Capital Management, Inc | 5,957 | $2.82M | 2.91% | +146+2.5% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,945 | $2.81M | 3.69% | +5,945 | New |
| Empire Financial Management Company, LLC | 5,943 | $2.81M | 1.15% | +5,943 | New |
| HighTower Trust Services, LTA | 5,895 | $2.80M | 0.27% | −4−0.1% | Reduced |