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, Q2 2023
Institutional positions in Lockheed Martin Corp as of Jun 30, 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
- 2,309
- +38 vs. Q1 2023
- Shares held
- 186.7M
- −5.13M (−2.7%) vs. Q1 2023
- Total value
- $85.8B
- −$4.26B (−4.7%) vs. Q1 2023
- New holders
- 137
- 898 more added
- Sold out
- 99
- 932 more reduced
13 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 1,815 | $835.5K | 0.28% | −110−5.7% | Reduced |
| Washington Trust Bank | 1,819 | $837.4K | 0.09% | +93+5.4% | Added |
| Omnia Family Wealth, LLC | 1,822 | $838.8K | 0.57% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,828 | $841.4K | 0.17% | +12+0.7% | Added |
| Oder Investment Management, LLC | 1,828 | $841.6K | 0.92% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,833 | $843.9K | 0.24% | +548+42.6% | Added |
| AMG National Trust Bank | 1,834 | $844.3K | 0.03% | −14−0.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,835 | $844.8K | 0.08% | −85−4.4% | Reduced |
| Means Investment Co., Inc. | 1,837 | $845.6K | 0.13% | +2+0.1% | Added |
| Park Place Capital Corp | 1,837 | $845.8K | 0.24% | +22+1.2% | Added |
| Prossimo Advisors, LLC | 1,842 | $848.0K | 0.82% | +1,842 | New |
| Mill Creek Capital Advisors, LLC | 1,844 | $848.9K | 0.03% | +113+6.5% | Added |
| Silver Oak Securities, Inc | 1,845 | $849.0K | 0.14% | +134+7.8% | Added |
| Karpas Strategies, LLC | 1,854 | $853.6K | 0.29% | +4+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,854 | $853.6K | 0.03% | −6,418−77.6% | Reduced |
| Sanders Morris Harris LLC | 1,854 | $855.7K | 0.19% | +1,000+117.1% | Added |
| Capital Market Strategies LLC | 1,859 | $856.0K | 0.79% | +1,859 | New |
| West Paces Advisors Inc. | 1,862 | $857.1K | 0.25% | +64+3.6% | Added |
| FinTrust Capital Advisors, LLC | 1,763 | $857.6K | 0.21% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,870 | $861.1K | 0.71% | +8+0.4% | Added |
| McDonald Partners LLC | 1,876 | $863.5K | 0.26% | +11+0.6% | Added |
| Ausdal Financial Partners, Inc. | 1,878 | $864.6K | 0.12% | +19+1.0% | Added |
| SOL Capital Management CO | 1,883 | $867.0K | 0.13% | −150−7.4% | Reduced |
| Cornerstone Capital, Inc. | 1,890 | $870.1K | 0.10% | +55+3.0% | Added |
| Geller Advisors LLC | 1,892 | $871.0K | 0.11% | +83+4.6% | Added |
| SPC Financial, Inc. | 1,897 | $873.3K | 0.09% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 1,902 | $875.7K | 0.34% | +3+0.2% | Added |
| MBM Wealth Consultants, LLC | 1,896 | $876.1K | 0.38% | +277+17.1% | Added |
| Accurate Wealth Management, LLC | 1,887 | $876.2K | 0.27% | +87+4.8% | Added |
| Gradient Capital Advisors, LLC | 1,906 | $877.5K | 0.35% | +54+2.9% | Added |
| Sompo Asset Management Co., Ltd. | 1,910 | $879.3K | 0.16% | +240+14.4% | Added |
| Pioneer Trust Bank N A | 1,920 | $883.9K | 0.25% | −200−9.4% | Reduced |
| Rockingstone Advisors LLC | 1,924 | $885.8K | 0.50% | +20+1.1% | Added |
| Wealthspire Advisors, LLC | 1,929 | $888.0K | 0.01% | +10+0.5% | Added |
| TL Private Wealth | 1,935 | $890.8K | 0.50% | −472−19.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,938 | $892.2K | 0.10% | −38−1.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,945 | $895.0K | 0.10% | −112−5.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,946 | $896.1K | 0.17% | −154−7.3% | Reduced |
| Harbour Capital Advisors, LLC | 1,943 | $898.8K | 0.27% | −4−0.2% | Reduced |
| Cornerstone Advisory, LLC | 1,961 | $902.8K | 0.16% | −342−14.9% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,962 | $903.3K | 0.85% | +20+1.0% | Added |
| Texas Capital Bancshares Inc | 1,964 | $904.2K | 0.50% | +33+1.7% | Added |
| GoalVest Advisory LLC | 1,964 | $904.2K | 0.47% | −1,009−33.9% | Reduced |
| West Branch Capital LLC | 1,964 | $904.2K | 0.45% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,964 | $904.3K | 0.25% | +23+1.2% | Added |
| WP Advisors, LLC | 1,965 | $904.6K | 0.36% | −142−6.7% | Reduced |
| AXA S.A. | 1,966 | $905.1K | 0.00% | −3,500−64.0% | Reduced |
| Texas Yale Capital Corp. | 1,979 | $911.3K | 0.04% | −21−1.1% | Reduced |
| Burns J W & Co Inc | 1,982 | $912.0K | 0.15% | −97−4.7% | Reduced |
| Duncker Streett & Co Inc | 1,989 | $915.7K | 0.20% | −151−7.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,964 | $915.9K | 0.35% | +149+8.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,992 | $917.1K | 0.27% | −64−3.1% | Reduced |
| Hunter Associates Investment Management LLC | 1,996 | $919.0K | 0.18% | 00.0% | Unchanged |
| Capital Management Associates | 2,000 | $920.8K | 1.35% | 00.0% | Unchanged |
| Birinyi Associates Inc | 2,000 | $921.0K | 0.34% | −250−11.1% | Reduced |
| Virtue Capital Management, LLC | 2,002 | $926.5K | 0.16% | +113+6.0% | Added |
| Longfellow Investment Management Co LLC | 2,013 | $926.7K | 0.21% | +81+4.2% | Added |
| First PREMIER Bank | 2,013 | $927.0K | 0.26% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,014 | $927.2K | 0.16% | −7−0.3% | Reduced |
| ORG Partners LLC | 2,007 | $928.1K | 0.15% | +2,007 | New |
| Verity Asset Management, Inc. | 2,027 | $933.3K | 0.69% | −2,147−51.4% | Reduced |
| Geneos Wealth Management Inc. | 2,030 | $934.4K | 0.05% | +428+26.7% | Added |
| Williams Financial, LLC | 2,039 | $938.7K | 0.70% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,988 | $939.7K | 0.32% | 00.0% | Unchanged |
| STAR Financial Bank | 2,044 | $941.0K | 0.88% | +20+1.0% | Added |
| International Assets Investment Management, LLC | 12,022 | $942.2K | 0.13% | +16+0.1% | Added |
| Dana Investment Advisors, Inc. | 2,047 | $942.4K | 0.05% | −99−4.6% | Reduced |
| PFG Investments, LLC | 2,064 | $950.2K | 0.17% | −332−13.9% | Reduced |
| Gables Capital Management Inc. | 2,081 | $958.1K | 0.63% | +20+1.0% | Added |
| Strategic Advisors LLC | 2,083 | $959.2K | 0.18% | +6+0.3% | Added |
| Keystone Financial Planning, Inc. | 2,090 | $962.2K | 0.32% | −84−3.9% | Reduced |
| Ropes Wealth Advisors LLC | 2,094 | $964.0K | 0.16% | +33+1.6% | Added |
| Versor Investments LP | 2,095 | $964.5K | 0.17% | +992+89.9% | Added |
| Capital Asset Advisory Services LLC | 2,083 | $967.3K | 0.07% | +71+3.5% | Added |
| L.M. Kohn & Company | 2,102 | $967.5K | 0.37% | +885+72.7% | Added |
| Charter Trust Co | 2,102 | $967.7K | 0.07% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,104 | $968.6K | 0.01% | −734−25.9% | Reduced |
| Essex Savings Bank | 2,106 | $969.5K | 0.32% | −47−2.2% | Reduced |
| Jump Financial, LLC | 2,106 | $969.6K | 0.04% | −49−2.3% | Reduced |
| Chelsea Counsel Co | 2,107 | $970.0K | 0.48% | 00.0% | Unchanged |
| Perpetual Ltd | 2,109 | $970.9K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,112 | $972.0K | 0.13% | +2,112 | New |
| Nikulski Financial, Inc. | 2,116 | $974.2K | 0.40% | +15+0.7% | Added |
| Souders Financial Advisors | 2,121 | $976.2K | 0.19% | −18−0.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,124 | $977.8K | 0.17% | −139−6.1% | Reduced |
| Union Savings Bank | 2,201 | $982.4K | 0.59% | +2,201 | New |
| IMS Capital Management | 2,139 | $984.7K | 0.55% | +201+10.4% | Added |
| Chemung Canal Trust Co | 2,141 | $985.7K | 0.21% | −7,988−78.9% | Reduced |
| Asset Dedication, LLC | 2,157 | $991.0K | 0.08% | +30+1.4% | Added |
| Gulf International Bank (UK) Ltd | 2,156 | $992.0K | 0.02% | −65−2.9% | Reduced |
| Summit X, LLC | 2,164 | $997.8K | 0.24% | −99−4.4% | Reduced |
| LGT Financial Advisors LLC | 2,171 | $999.3K | 1.07% | +1,430+193.0% | Added |
| Ergoteles LLC | 2,174 | $1.00M | 0.05% | −47,312−95.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,175 | $1.00M | 0.11% | −410−15.9% | Reduced |
| Crawford Investment Counsel Inc | 2,179 | $1.00M | 0.02% | +976+81.1% | Added |
| PYA Waltman Capital, LLC | 2,233 | $1.00M | 0.43% | +593+36.2% | Added |
| Investment Partners, Ltd. | 2,204 | $1.01M | 0.53% | +659+42.7% | Added |
| Garrett Wealth Advisory Group, LLC | 2,209 | $1.02M | 0.45% | +4+0.2% | Added |
| Vicus Capital | 2,211 | $1.02M | 0.11% | −259−10.5% | Reduced |
| Barometer Capital Management Inc. | 2,213 | $1.02M | 0.27% | +993+81.4% | Added |