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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 2,215 | $1.02M | 0.13% | +19+0.9% | Added |
| Chesley Taft & Associates LLC | 2,216 | $1.02M | 0.06% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 2,224 | $1.02M | 0.09% | −10,653−82.7% | Reduced |
| Verdence Capital Advisors LLC | 2,228 | $1.03M | 0.12% | +60+2.8% | Added |
| Acima Private Wealth, LLC | 2,231 | $1.03M | 0.49% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,238 | $1.03M | 0.14% | +2,238 | New |
| RDA Financial Network | 2,246 | $1.03M | 0.43% | −9−0.4% | Reduced |
| Wagner Wealth Management, LLC | 2,247 | $1.03M | 0.40% | +66+3.0% | Added |
| Ategra Capital Management, LLC | 2,249 | $1.04M | 0.56% | +286+14.6% | Added |
| RKL Wealth Management LLC | 2,252 | $1.04M | 0.12% | −185−7.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,260 | $1.04M | 1.10% | −120−5.0% | Reduced |
| First Financial Corp | 2,268 | $1.04M | 0.67% | −474−17.3% | Reduced |
| CRA Financial Services, LLC | 2,270 | $1.05M | 0.28% | −75−3.2% | Reduced |
| SlateStone Wealth, LLC | 2,273 | $1.05M | 0.20% | +150+7.1% | Added |
| Global Trust Asset Management, LLC | 2,273 | $1.05M | 0.47% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,286 | $1.05M | 0.04% | −96−4.0% | Reduced |
| Patten & Patten Inc | 2,288 | $1.05M | 0.09% | −43−1.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,299 | $1.06M | 0.14% | −14−0.6% | Reduced |
| RMB Capital Management, LLC | 2,306 | $1.06M | 0.03% | +21+0.9% | Added |
| Loudon Investment Management, LLC | 2,309 | $1.06M | 0.70% | +37+1.6% | Added |
| Fiduciary Group LLC | 2,312 | $1.06M | 0.13% | +21+0.9% | Added |
| Wellington Shields & Co., LLC | 2,335 | $1.07M | 0.25% | +10+0.4% | Added |
| South State Corp. | 2,345 | $1.08M | 0.10% | −294−11.1% | Reduced |
| Symphony Financial, Ltd. Co. | 2,366 | $1.08M | 0.27% | +420+21.6% | Added |
| My Legacy Advisors, LLC | 2,326 | $1.08M | 0.43% | −20−0.9% | Reduced |
| Covenant Partners, LLC | 2,358 | $1.09M | 0.39% | +21+0.9% | Added |
| Marcum Wealth, LLC | 2,376 | $1.09M | 0.13% | −103−4.2% | Reduced |
| Focus Financial Network, Inc. | 2,380 | $1.10M | 0.06% | +41+1.8% | Added |
| Allen Capital Group, LLC | 2,391 | $1.10M | 0.20% | +64+2.8% | Added |
| Fairfield, Bush & Co. | 2,410 | $1.11M | 0.31% | +44+1.9% | Added |
| Nicholas Hoffman & Company, LLC. | 2,417 | $1.11M | 0.04% | −221−8.4% | Reduced |
| Mendel Capital Management LLC | 2,423 | $1.12M | 0.89% | −2−0.1% | Reduced |
| Los Angeles Capital Management LLC | 2,424 | $1.12M | 0.00% | −4,742−66.2% | Reduced |
| Inceptionr LLC | 2,429 | $1.12M | 0.60% | +54+2.3% | Added |
| V Wealth Advisors LLC | 2,439 | $1.12M | 0.19% | +36+1.5% | Added |
| Clarus Wealth Advisors | 2,452 | $1.12M | 0.68% | −874−26.3% | Reduced |
| Aspen Investment Management Inc | 2,445 | $1.13M | 0.67% | −325−11.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,447 | $1.13M | 0.07% | −3,845−61.1% | Reduced |
| Legacy Financial Advisors, Inc. | 2,455 | $1.13M | 0.21% | −16−0.6% | Reduced |
| Clarius Group, LLC | 2,459 | $1.13M | 0.09% | −138−5.3% | Reduced |
| Eads & Heald Wealth Management | 2,465 | $1.14M | 0.56% | −73−2.9% | Reduced |
| Patten Group, Inc. | 2,485 | $1.14M | 0.32% | +95+4.0% | Added |
| Moneta Group Investment Advisors LLC | 2,488 | $1.15M | 0.03% | +263+11.8% | Added |
| Hoey Investments, Inc | 2,498 | $1.15M | 0.38% | −11−0.4% | Reduced |
| Washington Capital Management Inc | 2,500 | $1.15M | 0.98% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $1.15M | 0.99% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,500 | $1.15M | 0.32% | +11+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,513 | $1.16M | 0.01% | +5+0.2% | Added |
| BCJ Capital Management, LLC | 2,519 | $1.16M | 0.10% | −74−2.9% | Reduced |
| Ancora Advisors, LLC | 2,526 | $1.16M | 0.03% | +7+0.3% | Added |
| Pitcairn Co | 2,546 | $1.17M | 0.10% | −412−13.9% | Reduced |
| Howe & Rusling Inc | 2,554 | $1.18M | 0.13% | −296−10.4% | Reduced |
| Dark Forest Capital Management LP | 2,556 | $1.18M | 0.12% | +2,158+542.2% | Added |
| Sippican Capital Advisors | 2,569 | $1.18M | 1.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,556 | $1.19M | 0.13% | +118+4.8% | Added |
| Purus Wealth Management, LLC | 2,579 | $1.19M | 0.77% | −30−1.1% | Reduced |
| Bryn Mawr Trust Co | 2,590 | $1.19M | 0.05% | −26−1.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,590 | $1.19M | 0.90% | −4−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,590 | $1.19M | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 2,592 | $1.19M | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,594 | $1.19M | 0.19% | −810−23.8% | Reduced |
| Axxcess Wealth Management, LLC | 2,597 | $1.20M | 0.09% | −3,632−58.3% | Reduced |
| Van Leeuwen & Company, LLC | 2,612 | $1.21M | 0.76% | −345−11.7% | Reduced |
| Excalibur Management Corp | 2,635 | $1.21M | 0.62% | −66−2.4% | Reduced |
| Catalyst Capital Advisors LLC | 2,659 | $1.22M | 0.04% | +2,659 | New |
| High Note Wealth, LLC | 2,660 | $1.22M | 0.50% | −27−1.0% | Reduced |
| Advisor OS, LLC | 2,661 | $1.22M | 0.20% | −1,379−34.1% | Reduced |
| Castle Rock Wealth Management, LLC | 2,649 | $1.23M | 0.42% | +91+3.6% | Added |
| PFG Advisors | 2,663 | $1.23M | 0.09% | +96+3.7% | Added |
| First Western Trust Bank | 2,666 | $1.23M | 0.06% | −195−6.8% | Reduced |
| Lake Street Financial LLC | 2,678 | $1.23M | 0.22% | +1,143+74.5% | Added |
| Nilsine Partners, LLC | 2,679 | $1.23M | 0.18% | +20+0.8% | Added |
| Argent Advisors, Inc. | 2,684 | $1.24M | 0.57% | +71+2.7% | Added |
| Profund Advisors LLC | 2,705 | $1.25M | 0.07% | +198+7.9% | Added |
| Peoples Financial Services Corp. | 2,709 | $1.25M | 0.56% | −7−0.3% | Reduced |
| BigSur Wealth Management LLC | 2,710 | $1.25M | 0.60% | +120+4.6% | Added |
| Syntal Capital Partners, LLC | 2,719 | $1.25M | 0.50% | −351−11.4% | Reduced |
| Boit C F David | 2,720 | $1.25M | 0.83% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,720 | $1.25M | 0.71% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 2,723 | $1.25M | 0.83% | −102−3.6% | Reduced |
| Valley Brook Capital Group | 2,725 | $1.25M | 1.16% | −75−2.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,730 | $1.26M | 0.45% | +10.0% | Added |
| Roberts Glore & Co Inc | 2,731 | $1.26M | 0.40% | −128−4.5% | Reduced |
| Probity Advisors, Inc. | 2,735 | $1.26M | 0.27% | +2,735 | New |
| Cassaday & Co Wealth Management LLC | 2,741 | $1.26M | 0.05% | −26−0.9% | Reduced |
| Ethic Inc. | 2,749 | $1.27M | 0.05% | +158+6.1% | Added |
| Cigna Investments Inc | 2,752 | $1.27M | 0.24% | −40−1.4% | Reduced |
| Carlsbad Wealth Advisory Group, Inc. | 2,754 | $1.27M | 0.82% | +2,754 | New |
| LCNB Corp | 2,778 | $1.28M | 0.55% | −20−0.7% | Reduced |
| Strategic Blueprint, LLC | 2,786 | $1.28M | 0.12% | −87−3.0% | Reduced |
| Ballentine Partners, LLC | 2,786 | $1.28M | 0.03% | −1,387−33.2% | Reduced |
| Cooper Financial Group | 2,789 | $1.28M | 0.32% | −956−25.5% | Reduced |
| Mission Wealth Management, LP | 2,791 | $1.28M | 0.05% | +192+7.4% | Added |
| Sherbrooke Park Advisers LLC | 2,800 | $1.29M | 0.68% | +2,800 | New |
| Alterity Financial Group, LLC | 2,814 | $1.30M | 1.87% | −49−1.7% | Reduced |
| Callahan Advisors, LLC | 2,815 | $1.30M | 0.16% | −564−16.7% | Reduced |
| Institute for Wealth Management, LLC. | 2,816 | $1.30M | 0.23% | −96−3.3% | Reduced |
| Moser Wealth Advisors, LLC | 2,826 | $1.30M | 0.88% | +2,826 | New |
| Deseret Mutual Benefit Administrators | 2,828 | $1.30M | 0.51% | −30−1.0% | Reduced |
| Kinsale Capital Group, Inc. | 2,829 | $1.30M | 0.79% | +1,137+67.2% | Added |