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 |
|---|---|---|---|---|---|
| IAM Advisory, LLC | 3,588 | $1.65M | 0.56% | +167+4.9% | Added |
| LCM Capital Management Inc | 3,593 | $1.65M | 1.34% | +63+1.8% | Added |
| Choate Investment Advisors | 3,595 | $1.66M | 0.07% | +4+0.1% | Added |
| Paradigm Asset Management Co LLC | 3,600 | $1.66M | 0.44% | −3,700−50.7% | Reduced |
| Moody National Bank Trust Division | 3,608 | $1.66M | 0.11% | +44+1.2% | Added |
| PBMares Wealth Management LLC | 3,622 | $1.67M | 0.60% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 3,633 | $1.67M | 0.65% | −13−0.4% | Reduced |
| Redwood Investment Management, LLC | 3,648 | $1.68M | 0.17% | +247+7.3% | Added |
| Guardian Wealth Management, Inc. | 3,651 | $1.68M | 1.53% | −112−3.0% | Reduced |
| Patton Fund Management, Inc. | 3,657 | $1.68M | 0.49% | −207−5.4% | Reduced |
| Thrive Wealth Management, LLC | 3,664 | $1.69M | 0.44% | +21+0.6% | Added |
| Eudaimonia Partners, LLC | 3,672 | $1.69M | 0.38% | +1,556+73.5% | Added |
| BDO Wealth Advisors, LLC | 3,676 | $1.69M | 0.19% | +42+1.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,732 | $1.70M | 0.04% | −901−19.4% | Reduced |
| Schechter Investment Advisors, LLC | 3,705 | $1.71M | 0.15% | −163−4.2% | Reduced |
| Summit Trail Advisors, LLC | 3,709 | $1.71M | 0.06% | +1,662+81.2% | Added |
| Leisure Capital Management | 3,714 | $1.71M | 0.94% | −673−15.3% | Reduced |
| Roundview Capital LLC | 3,719 | $1.71M | 0.17% | +67+1.8% | Added |
| TCM Advisors, LLC | – | $1.72M | 0.74% | – | – |
| Alta Capital Management LLC | 3,740 | $1.72M | 0.12% | +18+0.5% | Added |
| Altfest L J & Co Inc | 3,746 | $1.73M | 0.26% | +254+7.3% | Added |
| Investors Asset Management of Georgia Inc | 3,751 | $1.73M | 0.89% | −315−7.7% | Reduced |
| McMahon Financial Advisors, LLC | 3,751 | $1.73M | 0.54% | +105+2.9% | Added |
| Fundamentun, LLC | 3,754 | $1.73M | 0.27% | +430+12.9% | Added |
| Machina Capital S.A.S. | 3,755 | $1.73M | 0.98% | +1,351+56.2% | Added |
| Sound View Wealth Advisors Group, LLC | 3,762 | $1.73M | 0.23% | −1,769−32.0% | Reduced |
| Rehmann Capital Advisory Group | 3,775 | $1.74M | 0.16% | −58−1.5% | Reduced |
| RB Capital Management, LLC | 3,785 | $1.74M | 0.54% | +32+0.9% | Added |
| Ameritas Advisory Services, LLC | 3,808 | $1.75M | 0.22% | −2,623−40.8% | Reduced |
| Legal Advantage Investments, Inc. | 3,800 | $1.75M | 1.17% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,803 | $1.75M | 0.24% | −28−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 3,803 | $1.75M | 0.24% | −10−0.3% | Reduced |
| Symmetry Partners, LLC | 3,807 | $1.75M | 0.09% | −7,017−64.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,817 | $1.76M | 0.47% | −181−4.5% | Reduced |
| Anchor Investment Management, LLC | 3,818 | $1.76M | 0.22% | −10−0.3% | Reduced |
| First Financial Bank - Trust Division | 3,821 | $1.76M | 0.18% | −5−0.1% | Reduced |
| Veriti Management LLC | 3,858 | $1.78M | 0.20% | −31−0.8% | Reduced |
| Stolper Co | 3,860 | $1.78M | 0.75% | −18−0.5% | Reduced |
| Sage Investment Advisers LLC | 3,860 | $1.78M | 2.37% | +1,000+35.0% | Added |
| Highview Capital Management LLC | 3,860 | $1.78M | 0.96% | +2,831+275.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,861 | $1.78M | 0.75% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 3,850 | $1.78M | 1.01% | −69−1.8% | Reduced |
| Bayesian Capital Management, LP | 3,872 | $1.78M | 0.19% | +3,872 | New |
| TCWP LLC | 3,890 | $1.79M | 0.38% | +55+1.4% | Added |
| Epacria Capital Partners, LLC | 3,900 | $1.80M | 1.47% | −700−15.2% | Reduced |
| Buckley Wealth Management, LLC | 3,900 | $1.80M | 0.61% | −32−0.8% | Reduced |
| HBW Advisory Services LLC | 3,915 | $1.80M | 0.39% | +386+10.9% | Added |
| Decatur Capital Management, Inc. | 3,921 | $1.81M | 1.24% | −56−1.4% | Reduced |
| First City Capital Management, Inc. | 3,925 | $1.81M | 1.07% | −145−3.6% | Reduced |
| Chase Investment Counsel Corp | 3,930 | $1.81M | 0.91% | 00.0% | Unchanged |
| Bollard Group LLC | 3,936 | $1.81M | 0.06% | +15+0.4% | Added |
| Arete Wealth Advisors, LLC | 3,940 | $1.81M | 0.16% | +307+8.5% | Added |
| RSM US Wealth Management LLC | 3,948 | $1.82M | 0.06% | −50−1.3% | Reduced |
| Cahill Financial Advisors Inc | 3,949 | $1.82M | 0.29% | +487+14.1% | Added |
| Greenwood Capital Associates LLC | 3,956 | $1.82M | 0.26% | +668+20.3% | Added |
| Gray Wealth Management Inc. | 3,969 | $1.83M | 0.92% | +191+5.1% | Added |
| Lakeview Capital Partners, LLC | 3,975 | $1.83M | 0.34% | +567+16.6% | Added |
| Steel Peak Wealth Management LLC | 3,988 | $1.84M | 0.11% | +1,366+52.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 3,989 | $1.84M | 1.82% | −250−5.9% | Reduced |
| Country Club Bank | 4,025 | $1.84M | 0.15% | −31−0.8% | Reduced |
| Certified Advisory Corp | 4,000 | $1.84M | 0.34% | −19−0.5% | Reduced |
| Paralel Advisors LLC | 4,001 | $1.84M | 0.10% | −107−2.6% | Reduced |
| Segment Wealth Management, LLC | 4,004 | $1.84M | 0.19% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,005 | $1.84M | 0.13% | −139−3.4% | Reduced |
| First Foundation Advisors | 4,008 | $1.85M | 0.08% | −61−1.5% | Reduced |
| Insigneo Advisory Services, LLC | 4,022 | $1.85M | 0.35% | +2,207+121.6% | Added |
| InterOcean Capital Group, LLC | 4,026 | $1.85M | 0.06% | +11+0.3% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,027 | $1.85M | 1.62% | +5+0.1% | Added |
| Exeter Financial, LLC | 3,980 | $1.86M | 0.96% | −1,147−22.4% | Reduced |
| GTS Securities LLC | 4,036 | $1.86M | 0.06% | +4,036 | New |
| Acropolis Investment Management, LLC | 4,048 | $1.86M | 0.15% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 4,050 | $1.86M | 0.86% | +1,920+90.1% | Added |
| IFP Advisors, Inc | 7,294 | $1.88M | 0.09% | −710−8.9% | Reduced |
| Aquatic Capital Management LLC | 4,100 | $1.89M | 0.10% | +4,100 | New |
| Koshinski Asset Management, Inc. | 4,135 | $1.90M | 0.20% | −1,932−31.8% | Reduced |
| EPG Wealth Management LLC | 4,141 | $1.91M | 0.56% | −133−3.1% | Reduced |
| Gateway Investment Advisers LLC | 4,152 | $1.91M | 0.02% | −44−1.0% | Reduced |
| Investors Research Corp | 4,153 | $1.91M | 0.48% | 00.0% | Unchanged |
| Wealth Alliance | 4,178 | $1.92M | 0.29% | −9−0.2% | Reduced |
| FORA Capital, LLC | 4,179 | $1.92M | 0.27% | −16,930−80.2% | Reduced |
| Morse Asset Management, Inc | 4,180 | $1.92M | 0.59% | −446−9.6% | Reduced |
| Mystic Asset Management, Inc. | 4,188 | $1.93M | 1.03% | −75−1.8% | Reduced |
| Slagle Financial, LLC | 4,215 | $1.94M | 1.21% | +4,215 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,221 | $1.94M | 0.47% | −10.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 4,255 | $1.94M | 0.73% | −81−1.9% | Reduced |
| Caxton Associates LP | 4,229 | $1.95M | 0.29% | +294+7.5% | Added |
| Sabal Trust CO | 4,236 | $1.95M | 0.12% | +95+2.3% | Added |
| Smithfield Trust Co | 4,248 | $1.96M | 0.12% | −90−2.1% | Reduced |
| JGP Wealth Management, LLC | 4,263 | $1.96M | 0.32% | +123+3.0% | Added |
| Golden State Equity Partners | 4,270 | $1.97M | 0.55% | +1,802+73.0% | Added |
| Pachira Investments Inc. | 4,279 | $1.97M | 2.12% | +331+8.4% | Added |
| StoneX Group Inc. | 4,304 | $1.98M | 0.21% | +160+3.9% | Added |
| Tokio Marine Asset Management Co Ltd | 4,326 | $1.99M | 0.13% | −4−0.1% | Reduced |
| Magnus Financial Group LLC | 4,330 | $1.99M | 0.28% | +24+0.6% | Added |
| River Wealth Advisors LLC | 4,341 | $2.00M | 0.34% | +195+4.7% | Added |
| Signature Wealth Management Group | 4,347 | $2.00M | 0.93% | +3+0.1% | Added |
| Phoenix Wealth Advisors | 4,354 | $2.00M | 1.17% | −323−6.9% | Reduced |
| Hilltop Holdings Inc. | 4,368 | $2.01M | 0.25% | −159−3.5% | Reduced |
| Forefront Wealth Management Inc. | 4,390 | $2.02M | 2.67% | −10−0.2% | Reduced |
| WealthPlan Investment Management, LLC | 4,392 | $2.02M | 0.60% | −6,453−59.5% | Reduced |