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 |
|---|---|---|---|---|---|
| Icon Advisers Inc | 4,400 | $2.03M | 0.51% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 4,404 | $2.03M | 0.78% | −258−5.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 4,404 | $2.03M | 0.69% | −127−2.8% | Reduced |
| First Command Bank | 4,409 | $2.03M | 0.19% | −28−0.6% | Reduced |
| First Command Financial Services, Inc. | 4,409 | $2.03M | 0.19% | −28−0.6% | Reduced |
| Kenfarb & Co. | 4,430 | $2.04M | 1.78% | −85−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,325 | $2.04M | 0.03% | −188−4.2% | Reduced |
| Credit Agricole S A | 4,441 | $2.04M | 0.07% | +4,161+1,486.1% | Added |
| Wellington Shields Capital Management, LLC | 4,447 | $2.05M | 0.25% | −15−0.3% | Reduced |
| Fulton Bank, N.A. | 4,475 | $2.06M | 0.10% | +64+1.5% | Added |
| Plimoth Trust Co LLC | 4,475 | $2.06M | 0.62% | +46+1.0% | Added |
| Independent Financial Group, LLC | 4,498 | $2.07M | 0.14% | +866+23.8% | Added |
| TrimTabs Asset Management, LLC | 4,503 | $2.07M | 1.05% | −29−0.6% | Reduced |
| Solidarilty Wealth, LLC | 4,525 | $2.08M | 0.86% | −1,700−27.3% | Reduced |
| Fca Corp | 4,543 | $2.09M | 0.78% | −125−2.7% | Reduced |
| BFSG, LLC | 4,559 | $2.10M | 0.36% | +270+6.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,580 | $2.11M | 0.10% | +1,499+48.7% | Added |
| Lantz Financial LLC | 4,595 | $2.12M | 0.83% | +14+0.3% | Added |
| Heritage Trust Co | 4,610 | $2.12M | 0.31% | +316+7.4% | Added |
| Convergence Investment Partners, LLC | 4,622 | $2.13M | 1.22% | +282+6.5% | Added |
| Forum Financial Management, LP | 4,644 | $2.14M | 0.05% | +424+10.0% | Added |
| NEIRG Wealth Management, LLC | 4,657 | $2.14M | 0.40% | −586−11.2% | Reduced |
| Powers Advisory Group, LLC | 4,663 | $2.15M | 1.42% | +12+0.3% | Added |
| Evercore Wealth Management, LLC | 4,668 | $2.15M | 0.04% | +380+8.9% | Added |
| Western Wealth Management, LLC | 4,685 | $2.16M | 0.18% | +52+1.1% | Added |
| Robbins Farley LLC | 4,689 | $2.16M | 1.57% | −156−3.2% | Reduced |
| Bath Savings Trust Co | 4,700 | $2.16M | 0.25% | +562+13.6% | Added |
| Wealthsource Partners, LLC | 4,705 | $2.17M | 0.14% | −135−2.8% | Reduced |
| Cypress Capital Management LLC (WY) | 4,716 | $2.17M | 2.43% | −137−2.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,718 | $2.17M | 0.98% | −1,380−22.6% | Reduced |
| Veracity Capital LLC | 4,722 | $2.17M | 0.93% | −1,435−23.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,723 | $2.17M | 0.23% | −889−15.8% | Reduced |
| Diversified Trust Co | 4,731 | $2.18M | 0.08% | +1,460+44.6% | Added |
| 3Chopt Investment Partners, LLC | 4,742 | $2.18M | 1.09% | −565−10.6% | Reduced |
| Fort Sheridan Advisors LLC | 4,757 | $2.19M | 0.50% | +544+12.9% | Added |
| Checchi Capital Advisers, LLC | 4,801 | $2.21M | 0.20% | −33−0.7% | Reduced |
| Meridian Wealth Management, LLC | 4,804 | $2.21M | 0.19% | −455−8.7% | Reduced |
| CX Institutional | 4,819 | $2.22M | 0.11% | −264−5.2% | Reduced |
| Access Financial Services, Inc. | 4,821 | $2.22M | 1.29% | +1,601+49.7% | Added |
| Ashton Thomas Private Wealth, LLC | 4,835 | $2.23M | 0.17% | −10.0% | Reduced |
| Dakota Wealth Management | 4,846 | $2.23M | 0.11% | +270+5.9% | Added |
| Parallel Advisors, LLC | 4,851 | $2.23M | 0.07% | +3+0.1% | Added |
| Clearstead Advisors, LLC | 4,862 | $2.24M | 0.14% | −293−5.7% | Reduced |
| Arkadios Wealth Advisors | 4,875 | $2.24M | 0.26% | −405−7.7% | Reduced |
| Lipe & Dalton | 4,895 | $2.25M | 1.28% | −120−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,958 | $2.28M | 0.10% | +868+21.2% | Added |
| Castellan Group, LLC | 4,973 | $2.29M | 1.46% | +140+2.9% | Added |
| Guyasuta Investment Advisors Inc | 4,990 | $2.30M | 0.17% | −210−4.0% | Reduced |
| Members Capital Advisors Inc | 4,991 | $2.30M | 2.35% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,999 | $2.30M | 0.07% | +218+4.6% | Added |
| Paradigm Financial Partners, LLC | 5,013 | $2.31M | 0.62% | −139−2.7% | Reduced |
| Savant Capital, LLC | 5,029 | $2.32M | 0.04% | +681+15.7% | Added |
| MinichMacGregor Wealth Management, LLC | 5,054 | $2.33M | 0.73% | −23−0.5% | Reduced |
| Private Trust Co NA | 5,065 | $2.33M | 0.29% | +181+3.7% | Added |
| West Oak Capital, LLC | 5,074 | $2.34M | 1.13% | +510+11.2% | Added |
| Capital Investment Advisory Services, LLC | 5,124 | $2.36M | 0.23% | +30+0.6% | Added |
| X-Square Capital, LLC | 5,123 | $2.36M | 1.59% | −215−4.0% | Reduced |
| Cypress Capital, LLC | 5,132 | $2.36M | 0.68% | +5,132 | New |
| Voya Financial Advisors, Inc. | 5,166 | $2.36M | 0.28% | −409−7.3% | Reduced |
| Greenfield Savings Bank | 5,139 | $2.37M | 1.60% | +10.0% | Added |
| SeaCrest Wealth Management, LLC | 5,149 | $2.37M | 0.30% | +12+0.2% | Added |
| Evergreen Wealth Management, LLC | 5,172 | $2.38M | 1.87% | +62+1.2% | Added |
| CNB Bank | 5,176 | $2.38M | 1.40% | −147−2.8% | Reduced |
| Mycio Wealth Partners, LLC | 5,180 | $2.38M | 0.75% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,183 | $2.39M | 1.39% | +141+2.8% | Added |
| LWMG, LLC | 5,188 | $2.39M | 0.67% | −517−9.1% | Reduced |
| SageView Advisory Group, LLC | 5,198 | $2.39M | 0.13% | +995+23.7% | Added |
| Stevens Capital Management LP | 5,209 | $2.40M | 0.49% | +5,209 | New |
| First Manhattan Co | 5,238 | $2.41M | 0.01% | −20.0% | Reduced |
| Colonial Trust Co | 5,251 | $2.42M | 0.58% | +40+0.8% | Added |
| 180 Wealth Advisors, LLC | 5,239 | $2.42M | 0.53% | −537−9.3% | Reduced |
| Csenge Advisory Group | 5,301 | $2.44M | 0.16% | +273+5.4% | Added |
| Cyndeo Wealth Partners, LLC | 5,311 | $2.45M | 0.26% | −340−6.0% | Reduced |
| Sandy Spring Bank | 5,316 | $2.45M | 0.13% | −121−2.2% | Reduced |
| Fort Pitt Capital Group, LLC | 5,330 | $2.45M | 0.09% | +645+13.8% | Added |
| Colony Group LLC | 5,344 | $2.46M | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,353 | $2.46M | 0.57% | +466+9.5% | Added |
| Applied Capital LLC | 5,358 | $2.47M | 2.34% | −15−0.3% | Reduced |
| ICW Investment Advisors LLC | 5,361 | $2.47M | 1.33% | +90+1.7% | Added |
| Weik Capital Management | 5,368 | $2.47M | 1.17% | +85+1.6% | Added |
| SevenBridge Financial Group, LLC | 5,388 | $2.48M | 0.64% | −61−1.1% | Reduced |
| Bank Ozk | 5,402 | $2.49M | 1.18% | −416−7.2% | Reduced |
| LRT Capital Management, LLC | 5,439 | $2.49M | 1.83% | +2,124+64.1% | Added |
| Beacon Investment Advisors LLC | 5,415 | $2.49M | 1.70% | +65+1.2% | Added |
| Proficio Capital Partners LLC | 5,431 | $2.50M | 0.34% | −462−7.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,441 | $2.50M | 0.32% | −55−1.0% | Reduced |
| Wimmer Associates 1, LLC | 5,455 | $2.51M | 1.51% | +10+0.2% | Added |
| Tempus Wealth Planning, LLC | 5,475 | $2.52M | 1.14% | −43−0.8% | Reduced |
| Cornercap Investment Counsel Inc | 5,491 | $2.53M | 0.44% | −97−1.7% | Reduced |
| Ci Investments Inc. | 5,492 | $2.53M | 0.01% | +476+9.5% | Added |
| Signaturefd, LLC | 5,504 | $2.53M | 0.06% | −71−1.3% | Reduced |
| Torray LLC | 5,572 | $2.57M | 0.44% | +6+0.1% | Added |
| Thoroughbred Financial Services, LLC | 5,595 | $2.58M | 0.34% | +154+2.8% | Added |
| Jmac Enterprises LLC | 5,611 | $2.58M | 0.64% | +33+0.6% | Added |
| Kornitzer Capital Management Inc | 5,634 | $2.59M | 0.05% | +135+2.5% | Added |
| Penobscot Investment Management Company, Inc. | 5,648 | $2.60M | 0.43% | +100+1.8% | Added |
| Fisher Asset Management, LLC | 5,656 | $2.60M | 0.00% | +2,769+95.9% | Added |
| Schonfeld Strategic Advisors LLC | 5,671 | $2.61M | 0.02% | +5,671 | New |
| Belpointe Asset Management LLC | 5,693 | $2.62M | 0.28% | −4,378−43.5% | Reduced |
| Empire Financial Management Company, LLC | 5,696 | $2.62M | 1.04% | −247−4.2% | Reduced |