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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 2,830 | $1.30M | 0.15% | −3,158−52.7% | Reduced |
| St Germain D J Co Inc | 2,836 | $1.31M | 0.07% | +2,836 | New |
| Islay Capital Management, LLC | 2,844 | $1.31M | 1.15% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,853 | $1.31M | 0.11% | −14−0.5% | Reduced |
| M Holdings Securities, Inc. | 2,877 | $1.32M | 0.27% | −3,555−55.3% | Reduced |
| VisionPoint Advisory Group, LLC | 2,879 | $1.33M | 0.54% | +157+5.8% | Added |
| Flagship Harbor Advisors, LLC | 2,883 | $1.33M | 0.11% | −119−4.0% | Reduced |
| Covenant Asset Management, LLC | 2,889 | $1.33M | 0.39% | +89+3.2% | Added |
| Kovack Advisors, Inc. | 2,889 | $1.33M | 0.17% | +93+3.3% | Added |
| Stokes Family Office, LLC | 2,894 | $1.33M | 0.15% | −3−0.1% | Reduced |
| Holderness Investments Co | 2,911 | $1.34M | 0.50% | +56+2.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,922 | $1.35M | 0.55% | +2+0.1% | Added |
| Clearview Wealth Advisors LLC | 2,931 | $1.35M | 1.37% | +80+2.8% | Added |
| TFG Advisers LLC | 2,933 | $1.35M | 0.61% | +62+2.2% | Added |
| Fund Management at Engine No. 1 LLC | 2,935 | $1.35M | 0.25% | +179+6.5% | Added |
| HRT Financial LP | 2,946 | $1.36M | 0.01% | −224,036−98.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,965 | $1.36M | 0.05% | −93−3.0% | Reduced |
| Matrix Trust Co | 2,973 | $1.37M | 0.35% | +143+5.1% | Added |
| GPS Wealth Strategies Group, LLC | 2,983 | $1.37M | 0.26% | +111+3.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.37M | 1.01% | 00.0% | Unchanged |
| Platform Technology Partners | 2,955 | $1.38M | 0.65% | +365+14.1% | Added |
| Diversified, LLC | 2,997 | $1.38M | 0.35% | −10.0% | Reduced |
| First National Bank & Trust Co of Newtown | 3,001 | $1.38M | 0.29% | +133+4.6% | Added |
| Global Financial Private Client, LLC | 3,006 | $1.39M | 0.68% | +568+23.3% | Added |
| Tandem Capital Management Corp | 3,031 | $1.40M | 0.91% | +5+0.2% | Added |
| One Capital Management, LLC | 3,032 | $1.40M | 0.06% | −947−23.8% | Reduced |
| Meridian Wealth Advisors, LLC | 3,045 | $1.40M | 0.34% | −590−16.2% | Reduced |
| Westhampton Capital, LLC | 3,054 | $1.41M | 0.91% | −55−1.8% | Reduced |
| 9258 Wealth Management, LLC | 3,060 | $1.41M | 0.27% | −50−1.6% | Reduced |
| Augustine Asset Management Inc | 3,060 | $1.41M | 0.65% | +10+0.3% | Added |
| Dearborn Partners LLC | 3,079 | $1.42M | 0.05% | +10+0.3% | Added |
| Crestwood Advisors Group LLC | 3,079 | $1.42M | 0.04% | +89+3.0% | Added |
| Royal Fund Management, LLC | 3,089 | $1.42M | 0.20% | +555+21.9% | Added |
| Aft, Forsyth & Company, Inc. | 3,090 | $1.42M | 1.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,093 | $1.42M | 0.78% | +73+2.4% | Added |
| Mogy Joel R Investment Counsel Inc | 3,100 | $1.43M | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,106 | $1.43M | 0.05% | −3−0.1% | Reduced |
| Centaurus Financial, Inc. | 3,106 | $1.43M | 0.13% | +1,062+52.0% | Added |
| Garner Asset Management Corp | 3,109 | $1.43M | 0.83% | −238−7.1% | Reduced |
| Oakworth Capital, Inc. | 3,116 | $1.43M | 0.12% | −10−0.3% | Reduced |
| Nations Financial Group Inc, | 3,125 | $1.44M | 0.14% | −2,289−42.3% | Reduced |
| Intrua Financial, LLC | 3,133 | $1.44M | 0.26% | −97−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,139 | $1.45M | 0.09% | +614+24.3% | Added |
| Quadrant Private Wealth Management, LLC | 3,157 | $1.45M | 0.42% | −90−2.8% | Reduced |
| First Citizens Bank & Trust Co | 3,158 | $1.45M | 0.03% | +901+39.9% | Added |
| Financial Advocates Investment Management | 3,160 | $1.45M | 0.11% | +40+1.3% | Added |
| Herold Advisors, Inc. | 3,174 | $1.46M | 0.45% | +63+2.0% | Added |
| CWS Financial Advisors, LLC | 3,178 | $1.46M | 0.55% | −8−0.3% | Reduced |
| Investment Management Associates Inc | 3,182 | $1.47M | 0.53% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,194 | $1.47M | 0.37% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 3,200 | $1.47M | 1.26% | −25−0.8% | Reduced |
| Eagle Rock Investment Company, LLC | 3,140 | $1.48M | 0.32% | +841+36.6% | Added |
| Harbour Investments, Inc. | 3,212 | $1.48M | 0.07% | +55+1.7% | Added |
| Resource Consulting Group Inc | 3,231 | $1.49M | 0.29% | +3,231 | New |
| Beaton Management Co. Inc. | 3,243 | $1.49M | 0.94% | −4−0.1% | Reduced |
| Central Bank & Trust Co | 3,254 | $1.50M | 0.25% | +240+8.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,254 | $1.50M | 0.10% | +267+8.9% | Added |
| Fortune Financial Advisors, LLC | 3,254 | $1.50M | 1.12% | +3,254 | New |
| D.B. Root & Company, LLC | 3,257 | $1.50M | 0.57% | +23+0.7% | Added |
| JJJ Advisors Inc. | 3,262 | $1.50M | 0.41% | +22+0.7% | Added |
| Curi Capital | 3,270 | $1.51M | 0.20% | −87−2.6% | Reduced |
| Rice Partnership, LLC | 3,287 | $1.51M | 0.41% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,300 | $1.52M | 0.11% | +2,251+214.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,412 | $1.52M | 0.67% | −30−0.9% | Reduced |
| Richwood Investment Advisors, LLC | 3,305 | $1.52M | 1.49% | +22+0.7% | Added |
| Venturi Wealth Management, LLC | 3,306 | $1.52M | 0.12% | −259−7.3% | Reduced |
| Schmidt P J Investment Management Inc | 3,358 | $1.53M | 0.30% | −187−5.3% | Reduced |
| Red Cedar Investment Management, LLC | 3,313 | $1.53M | 0.23% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 3,319 | $1.53M | 1.70% | +12+0.4% | Added |
| Coastal Investment Advisors, Inc. | 3,329 | $1.53M | 0.34% | +185+5.9% | Added |
| William Allan, LLC | 3,330 | $1.53M | 1.17% | +120+3.7% | Added |
| Meyer Handelman Co | 3,340 | $1.54M | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,350 | $1.54M | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,352 | $1.54M | 1.19% | −6−0.2% | Reduced |
| Pflug Koory, LLC | 3,353 | $1.54M | 0.79% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,354 | $1.54M | 0.41% | −56−1.6% | Reduced |
| New Hampshire Trust | 3,362 | $1.55M | 0.40% | −127−3.6% | Reduced |
| TrinityPoint Wealth, LLC | 3,364 | $1.55M | 0.30% | +405+13.7% | Added |
| Compton Wealth Advisory Group, LLC | 3,387 | $1.56M | 0.52% | −9−0.3% | Reduced |
| Bangor Savings Bank | 3,389 | $1.56M | 0.18% | −15−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 3,389 | $1.56M | 0.01% | −295−8.0% | Reduced |
| Sunbelt Securities, Inc. | 3,389 | $1.56M | 0.22% | −619−15.4% | Reduced |
| Optimum Investment Advisors | 3,400 | $1.57M | 0.77% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,407 | $1.57M | 0.05% | −563−14.2% | Reduced |
| Mayflower Financial Advisors, LLC | 3,437 | $1.58M | 0.20% | −26−0.8% | Reduced |
| Brighton Jones LLC | 3,440 | $1.58M | 0.08% | +267+8.4% | Added |
| Valmark Advisers, Inc. | 3,443 | $1.59M | 0.03% | −99−2.8% | Reduced |
| W Advisors, LLC | 3,445 | $1.59M | 1.24% | −52−1.5% | Reduced |
| GQG Partners LLC | 3,446 | $1.59M | 0.00% | −20,578−85.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,458 | $1.59M | 0.18% | −134−3.7% | Reduced |
| Claro Advisors LLC | 3,465 | $1.60M | 0.40% | +171+5.2% | Added |
| Laidlaw Wealth Management LLC | 3,492 | $1.61M | 0.31% | +126+3.7% | Added |
| Pure Financial Advisors, Inc. | 3,498 | $1.61M | 0.07% | −12−0.3% | Reduced |
| Telemus Capital, LLC | 3,499 | $1.61M | 0.14% | −25−0.7% | Reduced |
| Opus Investment Management Inc | 3,500 | $1.61M | 0.58% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,502 | $1.61M | 0.81% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 3,507 | $1.61M | 1.75% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,425 | $1.62M | 0.21% | +10.0% | Added |
| Forza Wealth Management, LLC | 3,538 | $1.63M | 0.82% | +70+2.0% | Added |
| Northeast Financial Consultants Inc | 3,547 | $1.63M | 0.10% | +450+14.5% | Added |