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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 7,244 | $3.34M | 0.38% | −1,123−13.4% | Reduced |
| Smith, Salley & Associates | 7,251 | $3.34M | 0.25% | +31+0.4% | Added |
| Dean Investment Associates, LLC | 7,283 | $3.35M | 0.55% | +77+1.1% | Added |
| Navellier & Associates Inc | 7,311 | $3.37M | 0.66% | −81−1.1% | Reduced |
| Cordatus Wealth Management LLC | 7,317 | $3.37M | 1.27% | +7,317 | New |
| Phoenix Holdings Ltd. | 7,317 | $3.37M | 0.07% | +4,650+174.4% | Added |
| WealthPLAN Partners, LLC | 7,317 | $3.37M | 0.48% | −5,257−41.8% | Reduced |
| Hikari Power Ltd | 7,340 | $3.38M | 0.32% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 7,340 | $3.38M | 1.00% | +86+1.2% | Added |
| Jacobi Capital Management LLC | 7,380 | $3.40M | 0.38% | +43+0.6% | Added |
| RFG Advisory, LLC | 7,397 | $3.41M | 0.15% | +269+3.8% | Added |
| Empirical Finance, LLC | 7,414 | $3.41M | 0.26% | +738+11.1% | Added |
| Balentine LLC | 7,424 | $3.42M | 0.11% | +267+3.7% | Added |
| Coastline Trust Co | 7,428 | $3.42M | 0.48% | −850−10.3% | Reduced |
| Welch & Forbes LLC | 7,447 | $3.43M | 0.05% | +26+0.4% | Added |
| Greenleaf Trust | 7,464 | $3.44M | 0.04% | −782−9.5% | Reduced |
| Empowered Funds, LLC | 7,471 | $3.44M | 0.12% | +2,669+55.6% | Added |
| EA Series Trust | 7,471 | $3.44M | 0.12% | +7,471 | New |
| FDx Advisors, Inc. | 7,492 | $3.45M | 0.19% | −5,572−42.7% | Reduced |
| Apollon Wealth Management, LLC | 7,529 | $3.47M | 0.17% | +976+14.9% | Added |
| Asio Capital, LLC | 7,530 | $3.47M | 0.85% | +23+0.3% | Added |
| Trust Co of Toledo NA | 7,532 | $3.47M | 0.59% | −530−6.6% | Reduced |
| Ocean Capital Management, LLC | 7,565 | $3.48M | 1.57% | +906+13.6% | Added |
| Pine Valley Investments Ltd Liability Co | 7,584 | $3.49M | 0.34% | +285+3.9% | Added |
| Traynor Capital Management, Inc. | 7,604 | $3.50M | 0.45% | +434+6.1% | Added |
| Arvest Trust Co N A | 7,855 | $3.51M | 0.21% | −474−5.7% | Reduced |
| River Road Asset Management, LLC | 7,629 | $3.51M | 0.05% | −4,139−35.2% | Reduced |
| Chicago Trust Co NA | 7,632 | $3.51M | 0.84% | −276−3.5% | Reduced |
| Duality Advisers, LP | 7,696 | $3.54M | 0.45% | +3,161+69.7% | Added |
| Physicians Financial Services, Inc. | 7,703 | $3.55M | 1.39% | +25+0.3% | Added |
| Community Bank, N.A. | 7,706 | $3.55M | 0.47% | −112−1.4% | Reduced |
| Wade G W & Inc | 7,712 | $3.55M | 0.13% | +3,309+75.2% | Added |
| Orleans Capital Management Corp | 7,735 | $3.56M | 2.53% | −10−0.1% | Reduced |
| Mendel Money Management | 7,750 | $3.57M | 1.83% | +62+0.8% | Added |
| CoreCap Advisors, LLC | 7,786 | $3.58M | 0.26% | +7,786 | New |
| Hoylecohen, LLC | 7,809 | $3.59M | 0.32% | −11−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,810 | $3.60M | 0.05% | −734−8.6% | Reduced |
| Visionary Wealth Advisors | 7,836 | $3.61M | 0.29% | −62−0.8% | Reduced |
| First American Bank | 7,871 | $3.62M | 0.31% | −6,324−44.6% | Reduced |
| Baxter Bros Inc | 7,919 | $3.65M | 0.54% | +30.0% | Added |
| Meixler Investment Management, Ltd. | 7,929 | $3.65M | 3.40% | −52−0.7% | Reduced |
| Family Legacy, Inc. | 7,964 | $3.67M | 1.48% | −54−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 7,967 | $3.67M | 0.06% | −478−5.7% | Reduced |
| Stratos Wealth Partners, LTD. | 7,968 | $3.67M | 0.08% | +794+11.1% | Added |
| Federated Hermes, Inc. | 8,080 | $3.72M | 0.01% | +3,594+80.1% | Added |
| Kingswood Wealth Advisors, LLC | 8,088 | $3.72M | 1.19% | +8,088 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,091 | $3.73M | 0.28% | +6+0.1% | Added |
| Gladstone Institutional Advisory LLC | 8,099 | $3.73M | 0.23% | +3,305+68.9% | Added |
| Klingenstein Fields & Co LP | 8,110 | $3.73M | 0.17% | −306−3.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,143 | $3.75M | 0.83% | +126+1.6% | Added |
| AdvisorNet Financial, Inc | 8,197 | $3.77M | 0.32% | −262−3.1% | Reduced |
| Money Concepts Capital Corp | 8,196 | $3.78M | 0.39% | −78,833−90.6% | Reduced |
| D'Orazio & Associates, Inc. | 8,237 | $3.79M | 0.88% | +5,241+174.9% | Added |
| Hohimer Wealth Management, LLC | 8,282 | $3.81M | 1.05% | −237−2.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,287 | $3.82M | 0.15% | −13−0.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,296 | $3.82M | 0.40% | +8,296 | New |
| Eliot Finkel Investment Counsel, LLC | 8,315 | $3.83M | 2.43% | −110−1.3% | Reduced |
| Foundations Investment Advisors, LLC | 8,353 | $3.85M | 0.13% | +1,443+20.9% | Added |
| King Luther Capital Management Corp | 8,380 | $3.86M | 0.02% | −3,702−30.6% | Reduced |
| Montag A & Associates Inc | 8,403 | $3.87M | 0.24% | −156−1.8% | Reduced |
| Gs Investments, Inc. | 8,417 | $3.88M | 2.11% | −10−0.1% | Reduced |
| Brasada Capital Management, LP | 8,469 | $3.90M | 0.86% | −1,561−15.6% | Reduced |
| Ontario Teachers Pension Plan Board | 8,470 | $3.90M | 0.04% | +1,957+30.0% | Added |
| Wealthcare Advisory Partners LLC | 8,475 | $3.90M | 0.17% | −667−7.3% | Reduced |
| Shepherd Financial Partners LLC | 8,497 | $3.91M | 0.61% | +176+2.1% | Added |
| Barbara Oil Co. | 8,500 | $3.91M | 1.79% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 8,504 | $3.92M | 2.26% | +8,504 | New |
| Financial Advisory Partners, LLC | 8,528 | $3.93M | 1.51% | +60+0.7% | Added |
| Toroso Investments, LLC | 8,607 | $3.96M | 0.12% | +738+9.4% | Added |
| Chesapeake Asset Management LLC | 8,699 | $4.00M | 3.62% | −843−8.8% | Reduced |
| NBT Bank N A | 8,740 | $4.02M | 0.57% | −93−1.1% | Reduced |
| Two Sigma Securities, LLC | 8,774 | $4.04M | 0.33% | +1,867+27.0% | Added |
| Stanley-Laman Group, Ltd. | 8,785 | $4.04M | 0.67% | −130−1.5% | Reduced |
| Journey Advisory Group, LLC | 8,794 | $4.05M | 0.61% | +895+11.3% | Added |
| Capital Analysts, LLC | 8,914 | $4.10M | 0.23% | −143−1.6% | Reduced |
| Foster & Motley Inc | 8,944 | $4.12M | 0.32% | −88−1.0% | Reduced |
| Nwam LLC | 8,997 | $4.14M | 0.34% | −1,294−12.6% | Reduced |
| Union Heritage Capital, LLC | 9,000 | $4.14M | 2.24% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 9,040 | $4.16M | 0.04% | +60+0.7% | Added |
| DFPG Investments, LLC | 9,253 | $4.18M | 0.38% | +478+5.4% | Added |
| Empower Advisory Group, LLC | 9,114 | $4.20M | 0.02% | +1,559+20.6% | Added |
| Bontempo Ohly Capital Mgmt LLC | 9,116 | $4.20M | 2.04% | +9+0.1% | Added |
| Meeder Asset Management Inc | 9,143 | $4.21M | 0.31% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 9,165 | $4.22M | 1.40% | +27+0.3% | Added |
| Freestone Capital Holdings, LLC | 9,224 | $4.25M | 0.17% | −392−4.1% | Reduced |
| Primoris Wealth Advisors, LLC | 9,244 | $4.26M | 4.67% | −56−0.6% | Reduced |
| First National Bank of Omaha | 9,245 | $4.26M | 0.24% | −59−0.6% | Reduced |
| Ascent Group, LLC | 9,472 | $4.26M | 0.47% | −2,839−23.1% | Reduced |
| Wesbanco Bank Inc | 9,251 | $4.26M | 0.18% | −701−7.0% | Reduced |
| Summitry LLC | 9,263 | $4.26M | 0.27% | +135+1.5% | Added |
| Kingfisher Capital LLC | 9,343 | $4.30M | 1.12% | −147−1.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,422 | $4.34M | 1.19% | −507−5.1% | Reduced |
| Tiaa, FSB | 9,468 | $4.36M | 0.02% | −142−1.5% | Reduced |
| Americana Partners, LLC | 9,475 | $4.36M | 0.56% | +30.0% | Added |
| Quantinno Capital Management LP | 9,494 | $4.37M | 0.25% | −1,709−15.3% | Reduced |
| Hallmark Capital Management Inc | 9,534 | $4.39M | 0.39% | −579−5.7% | Reduced |
| Richard Bernstein Advisors LLC | 9,539 | $4.39M | 0.09% | −1,301−12.0% | Reduced |
| XML Financial, LLC | 9,543 | $4.39M | 0.51% | +412+4.5% | Added |
| Prudent Investors Network | 9,565 | $4.40M | 2.08% | −137−1.4% | Reduced |
| IFM Investors Pty Ltd | 9,566 | $4.40M | 0.06% | −12,591−56.8% | Reduced |