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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 5,751 | $2.63M | 0.50% | +275+5.0% | Added |
| Allianz Asset Management GmbH | 5,753 | $2.65M | 0.01% | +2,687+87.6% | Added |
| Proequities, Inc. | 5,757 | $2.65M | 0.20% | +168+3.0% | Added |
| Regent Peak Wealth Advisors LLC | 5,806 | $2.67M | 0.78% | −338−5.5% | Reduced |
| Brown Brothers Harriman & Co | 5,813 | $2.68M | 0.02% | +204+3.6% | Added |
| Family Management Corp | 5,849 | $2.69M | 0.59% | +333+6.0% | Added |
| Adirondack Trust Co | 6,050 | $2.70M | 1.26% | −14−0.2% | Reduced |
| 1st Source Bank | 5,883 | $2.71M | 0.17% | −40−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 5,885 | $2.71M | 0.29% | −248−4.0% | Reduced |
| Capital Planning Advisors, LLC | 5,895 | $2.71M | 0.55% | −10−0.2% | Reduced |
| EHP Funds Inc. | 5,900 | $2.72M | 0.77% | −2,400−28.9% | Reduced |
| Tower Bridge Advisors | 5,907 | $2.72M | 0.25% | +65+1.1% | Added |
| Summit Global Investments | 5,914 | $2.72M | 0.18% | +1,983+50.4% | Added |
| Tealwood Asset Management Inc | 5,942 | $2.74M | 1.33% | −63−1.0% | Reduced |
| MV Capital Management, Inc. | 5,962 | $2.74M | 0.36% | −1,153−16.2% | Reduced |
| Great Lakes Retirement, Inc. | 5,993 | $2.76M | 0.49% | −21−0.3% | Reduced |
| Ascension Asset Management LLC | 6,005 | $2.76M | 1.69% | +6,005 | New |
| Boston Private Wealth LLC | 6,052 | $2.79M | 0.05% | −1,059−14.9% | Reduced |
| Blue Chip Partners, Inc. | 6,089 | $2.80M | 0.32% | +56+0.9% | Added |
| Archer Investment Corp | 6,098 | $2.81M | 1.00% | −309−4.8% | Reduced |
| TCG Advisory Services, LLC | 6,102 | $2.81M | 0.48% | +743+13.9% | Added |
| GSB Wealth Management, LLC | 6,103 | $2.81M | 0.91% | +262+4.5% | Added |
| Wetherby Asset Management Inc | 6,107 | $2.81M | 0.15% | −96−1.5% | Reduced |
| IHT Wealth Management, LLC | 6,108 | $2.81M | 0.15% | +334+5.8% | Added |
| Wright Investors Service Inc | 6,112 | $2.81M | 0.79% | −567−8.5% | Reduced |
| Leonteq Securities AG | 6,141 | $2.83M | 0.29% | −9,065−59.6% | Reduced |
| Avitas Wealth Management LLC | 6,144 | $2.83M | 0.51% | +75+1.2% | Added |
| Harbor Capital Advisors, Inc. | 6,149 | $2.83M | 0.57% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,158 | $2.83M | 0.26% | −4,180−40.4% | Reduced |
| Cohen Klingenstein LLC | 6,200 | $2.85M | 0.12% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,200 | $2.85M | 0.21% | 00.0% | Unchanged |
| Bancreek Capital Management, LP | 6,218 | $2.86M | 2.18% | +46+0.7% | Added |
| Whittier Trust Co | 6,240 | $2.87M | 0.05% | −30.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,246 | $2.88M | 0.22% | −45−0.7% | Reduced |
| Abbot Financial Management, Inc. | 6,267 | $2.89M | 1.85% | −176−2.7% | Reduced |
| Permanens Capital L.P. | 6,270 | $2.89M | 0.66% | +6,270 | New |
| Icon Wealth Partners, LLC | 6,293 | $2.90M | 0.31% | −1,461−18.8% | Reduced |
| Cunning Capital Partners, LP | 0 | $2.90M | 1.84% | −6,300−100.0% | Reduced |
| Greenland Capital Management LP | 6,300 | $2.90M | 0.42% | −8,950−58.7% | Reduced |
| Kensington Investment Counsel, LLC | 6,315 | $2.91M | 1.84% | +724+12.9% | Added |
| McDonough Capital Management, Inc | 6,326 | $2.91M | 2.68% | +369+6.2% | Added |
| Concentric Capital Strategies, LP | 6,344 | $2.92M | 0.63% | +6,344 | New |
| J.W. Cole Advisors, Inc. | 6,355 | $2.93M | 0.21% | −919−12.6% | Reduced |
| KCM Investment Advisors LLC | 6,358 | $2.93M | 0.12% | +214+3.5% | Added |
| Essex Financial Services, Inc. | 6,390 | $2.94M | 0.33% | −2,287−26.4% | Reduced |
| Moloney Securities Asset Management, LLC | 6,401 | $2.95M | 0.52% | −18−0.3% | Reduced |
| Financial Advisory Service, Inc. | 6,402 | $2.95M | 0.37% | +594+10.2% | Added |
| Wintrust Investments LLC | 6,426 | $2.96M | 0.30% | +462+7.7% | Added |
| Midwest Professional Planners, LTD. | 6,429 | $2.96M | 1.30% | +908+16.4% | Added |
| Monument Capital Management | 6,434 | $2.96M | 0.94% | −454−6.6% | Reduced |
| Marino, Stram & Associates LLC | 6,434 | $2.96M | 0.84% | −59−0.9% | Reduced |
| Daymark Wealth Partners, LLC | 6,447 | $2.97M | 0.22% | +2,815+77.5% | Added |
| Trifecta Capital Advisors, LLC | 6,459 | $2.97M | 0.96% | +485+8.1% | Added |
| Edge Capital Group, LLC | 6,470 | $2.98M | 0.17% | +148+2.3% | Added |
| Citizens Business Bank | 6,494 | $2.99M | 0.67% | +57+0.9% | Added |
| Buckingham Strategic Partners | 6,518 | $3.00M | 0.17% | +3,193+96.0% | Added |
| Nicholas Company, Inc. | 6,545 | $3.01M | 0.06% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,620 | $3.05M | 0.57% | +139+2.1% | Added |
| Principle Wealth Partners LLC | 6,634 | $3.05M | 0.31% | +10.0% | Added |
| Highland Capital Management, LLC | 6,676 | $3.07M | 0.20% | −47−0.7% | Reduced |
| Scarborough Advisors, LLC | 6,688 | $3.08M | 0.74% | +22+0.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,715 | $3.09M | 0.88% | −1,165−14.8% | Reduced |
| Resources Management Corp | 6,718 | $3.09M | 0.48% | +5,818+646.4% | Added |
| Transamerica Financial Advisors, Inc. | 6,730 | $3.10M | 0.40% | −47−0.7% | Reduced |
| Change Path, LLC | 6,731 | $3.10M | 0.14% | +1,970+41.4% | Added |
| Advisory Research Inc | 6,757 | $3.11M | 0.40% | +212+3.2% | Added |
| Metis Global Partners, LLC | 6,783 | $3.12M | 0.17% | −387−5.4% | Reduced |
| Caldwell Trust Co | 6,785 | $3.12M | 0.41% | −144−2.1% | Reduced |
| Virtu Financial LLC | 6,790 | $3.13M | 0.24% | −3,910−36.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 6,794 | $3.13M | 2.20% | −125−1.8% | Reduced |
| Leelyn Smith, LLC | 6,855 | $3.16M | 0.76% | −351−4.9% | Reduced |
| Warther Private Wealth, LLC | 6,861 | $3.16M | 2.15% | −392−5.4% | Reduced |
| Pathstone Family Office, LLC | 6,782 | $3.18M | 0.05% | +319+4.9% | Added |
| Hall Capital Management Co Inc | 6,910 | $3.18M | 1.80% | +157+2.3% | Added |
| Sawtooth Solutions, LLC | 6,912 | $3.18M | 0.09% | −2,532−26.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 6,961 | $3.20M | 0.52% | +4,974+250.3% | Added |
| Johnson Financial Group, Inc. | 6,966 | $3.21M | 0.22% | +458+7.0% | Added |
| Bleakley Financial Group, LLC | 6,966 | $3.21M | 0.10% | +244+3.6% | Added |
| Viking Fund Management LLC | 7,000 | $3.22M | 0.61% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $3.22M | 0.90% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 7,039 | $3.24M | 0.11% | +208+3.0% | Added |
| K.J. Harrison & Partners Inc | 7,074 | $3.24M | 0.59% | +5,000+241.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,072 | $3.26M | 0.40% | −61−0.9% | Reduced |
| Whalerock Point Partners, LLC | 7,079 | $3.26M | 1.11% | +186+2.7% | Added |
| Gabelli Funds LLC | 7,090 | $3.26M | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 7,097 | $3.27M | 0.95% | −539−7.1% | Reduced |
| Avantax Planning Partners, Inc. | 7,105 | $3.27M | 0.13% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,104 | $3.27M | 0.16% | −15−0.2% | Reduced |
| Engineers Gate Manager LP | 7,110 | $3.27M | 0.12% | −184−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,110 | $3.27M | 0.09% | −32−0.4% | Reduced |
| Genus Capital Management Inc. | 7,115 | $3.28M | 0.48% | +7,115 | New |
| Global Retirement Partners, LLC | 7,125 | $3.28M | 0.16% | +665+10.3% | Added |
| Northwest Investment Counselors, LLC | 7,137 | $3.29M | 0.88% | +134+1.9% | Added |
| Occudo Quantitative Strategies LP | 7,158 | $3.30M | 0.34% | +7,158 | New |
| Resources Investment Advisors, LLC. | 7,165 | $3.30M | 0.07% | −45−0.6% | Reduced |
| Red Door Wealth Management, LLC | 7,165 | $3.30M | 0.73% | +308+4.5% | Added |
| James Investment Research Inc | 7,191 | $3.31M | 0.42% | +391+5.8% | Added |
| Stratos Wealth Advisors, LLC | 7,191 | $3.31M | 0.23% | −97−1.3% | Reduced |
| Blue Fin Capital, Inc. | 7,209 | $3.32M | 0.95% | +10+0.1% | Added |
| McGuire Investment Group, LLC | 7,240 | $3.33M | 0.62% | +391+5.7% | Added |