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; 2,795 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 | 2,795 | $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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 500 | $230.0K | 0.01% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 500 | $230.2K | 0.15% | +24+5.0% | Added |
| White Lighthouse Investment Management Inc. | 500 | $230.2K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 500 | $230.2K | 0.08% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 501 | $230.7K | 0.15% | −3−0.6% | Reduced |
| Coastwise Capital Group, LLC | 503 | $231.7K | 0.26% | −10−1.9% | Reduced |
| CWM Advisors, LLC | 503 | $231.7K | 0.03% | −743−59.6% | Reduced |
| Aberdeen Wealth Management LLC | 504 | $232.1K | 0.17% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 505 | $232.6K | 0.14% | +20+4.1% | Added |
| Campbell Wealth Management | 507 | $233.0K | 0.03% | +507 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 507 | $233.2K | 0.00% | +127+33.4% | Added |
| Hamilton Capital, LLC | 507 | $233.4K | 0.02% | +5+1.0% | Added |
| Concord Asset Management, LLC | 509 | $234.4K | 0.08% | +509 | New |
| Capstone Financial Advisors, Inc. | 512 | $235.5K | 0.02% | −7−1.3% | Reduced |
| Parker Financial LLC | 512 | $235.7K | 0.17% | +512 | New |
| Gemmer Asset Management LLC | 513 | $236.2K | 0.03% | +30+6.2% | Added |
| New Republic Capital, LLC | 513 | $236.2K | 0.16% | +513 | New |
| Keebeck Alpha, LP | 514 | $236.6K | 0.23% | +514 | New |
| PSI Advisors, LLC | 514 | $236.7K | 0.10% | +1+0.2% | Added |
| Alpha Family Trust | 515 | $237.1K | 0.17% | −50−8.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 515 | $237.3K | 0.06% | −107−17.2% | Reduced |
| Laffer Tengler Investments | 516 | $237.6K | 0.06% | −8−1.5% | Reduced |
| First National Corp | 516 | $237.7K | 0.06% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 517 | $238.0K | 0.05% | +23+4.7% | Added |
| Arlington Partners LLC | 519 | $238.9K | 0.04% | +203+64.2% | Added |
| Gould Asset Management LLC | 520 | $239.4K | 0.07% | 00.0% | Unchanged |
| Cornerstone Retirement Group, Inc. | 521 | $239.9K | 0.07% | +21+4.2% | Added |
| Boothbay Fund Management, LLC | 523 | $240.8K | 0.01% | −1,011−65.9% | Reduced |
| Schear Investment Advisers, LLC | 523 | $240.8K | 0.25% | −2−0.4% | Reduced |
| Wealth Effects LLC | 525 | $241.7K | 0.11% | +5+1.0% | Added |
| Whitener Capital Management, Inc. | 525 | $241.7K | 0.09% | +90+20.7% | Added |
| YHB Investment Advisors, Inc. | 526 | $242.2K | 0.02% | −19−3.5% | Reduced |
| AllGen Financial Advisors, Inc. | 526 | $242.2K | 0.15% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 520 | $242.5K | 0.10% | +520 | New |
| StrongBox Wealth, LLC | 528 | $242.9K | 0.15% | −80−13.2% | Reduced |
| Financial Advisory Corp | 527 | $243.0K | 0.11% | −21−3.8% | Reduced |
| Consolidated Portfolio Review Corp | 529 | $243.5K | 0.06% | −40−7.0% | Reduced |
| Advus Financial Partners, LLC | 530 | $243.8K | 0.09% | −165−23.7% | Reduced |
| JB Capital LLC | 531 | $244.6K | 0.02% | +103+24.1% | Added |
| Perennial Advisors, LLC | 532 | $244.9K | 0.06% | +1+0.2% | Added |
| Searle & Co. | 550 | $245.5K | 0.08% | 00.0% | Unchanged |
| Westmount Partners, LLC | 534 | $245.9K | 0.11% | −1−0.2% | Reduced |
| Angeles Wealth Management, LLC | 535 | $246.3K | 0.03% | +4+0.8% | Added |
| City Holding Co | 536 | $246.8K | 0.04% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 533 | $247.0K | 0.06% | +32+6.4% | Added |
| Smith & Howard Wealth Management, LLC | 537 | $247.2K | 0.09% | −5−0.9% | Reduced |
| HHM Wealth Advisors, LLC | 538 | $247.7K | 0.05% | 00.0% | Unchanged |
| VeraBank, N.A. | 539 | $248.1K | 0.10% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 539 | $248.1K | 0.12% | 00.0% | Unchanged |
| Elgethun Capital Management | 539 | $248.2K | 0.07% | +3+0.6% | Added |
| Sepio Capital, LP | 539 | $248.3K | 0.02% | +28+5.5% | Added |
| Accredited Investors Inc. | 541 | $249.1K | 0.02% | −53−8.9% | Reduced |
| Reston Wealth Management LLC | 543 | $249.9K | 0.12% | +27+5.2% | Added |
| Mirabella Financial Services LLP | 545 | $250.9K | 0.03% | −1,769−76.4% | Reduced |
| Twin Focus Capital Partners, LLC | 546 | $251.4K | 0.05% | +546 | New |
| Marathon Capital Management | 547 | $251.8K | 0.06% | −1−0.2% | Reduced |
| FSA Wealth Management LLC | 547 | $251.8K | 0.14% | +15+2.8% | Added |
| First United Bank Trust | 548 | $252.3K | 0.11% | +6+1.1% | Added |
| Pensionmark Financial Group, LLC | 548 | $252.3K | 0.05% | −32−5.5% | Reduced |
| River Street Advisors LLC | 548 | $252.3K | 0.24% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 549 | $252.6K | 0.03% | +45+8.9% | Added |
| Safeguard Investment Advisory Group, LLC | 548 | $252.7K | 0.11% | +548 | New |
| Jacobs & Co | 550 | $253.0K | 0.03% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 550 | $253.0K | 0.18% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 550 | $253.2K | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 555 | $255.5K | 0.06% | +4+0.7% | Added |
| IPG Investment Advisors LLC | 557 | $256.4K | 0.06% | +5+0.9% | Added |
| Valtinson Bruner Financial Planning LLC | 557 | $256.6K | 0.14% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 559 | $257.4K | 0.07% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 559 | $257.5K | 0.00% | +3+0.5% | Added |
| Summit Financial Strategies, Inc. | 560 | $257.8K | 0.05% | +13+2.4% | Added |
| Prosperity Consulting Group, LLC | 560 | $257.8K | 0.16% | +1+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 560 | $258.0K | 0.06% | +26+4.9% | Added |
| CFS Investment Advisory Services, LLC | 560 | $258.0K | 0.03% | +560 | New |
| Waddell & Associates, LLC | 562 | $258.7K | 0.04% | −4−0.7% | Reduced |
| Capstone Triton Financial Group, LLC | 563 | $259.2K | 0.18% | +563 | New |
| Rebalance, LLC | 566 | $260.6K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 568 | $261.0K | 0.19% | −53−8.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 568 | $261.6K | 0.06% | +35+6.6% | Added |
| MSH Capital Advisors LLC | 569 | $261.8K | 0.10% | +1+0.2% | Added |
| Camden National Bank | 569 | $262.0K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Group | 574 | $264.3K | 0.03% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 575 | $265.0K | 0.15% | 00.0% | Unchanged |
| Menard Financial Group LLC | 576 | $265.2K | 0.54% | −89−13.4% | Reduced |
| First National Bank of South Miami | 576 | $265.2K | 0.21% | −76−11.7% | Reduced |
| Apexium Financial, LP | 578 | $266.1K | 0.02% | +578 | New |
| Optas, LLC | 579 | $266.6K | 0.09% | +137+31.0% | Added |
| RFP Financial Group LLC | 581 | $267.5K | 0.11% | +440+312.1% | Added |
| Five Oceans Advisors | 582 | $267.9K | 0.17% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 582 | $267.9K | 0.06% | +582 | New |
| United Bank | 582 | $267.9K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 584 | $269.0K | 0.19% | +48+9.0% | Added |
| Delta Financial Advisors LLC | 585 | $269.3K | 0.12% | +55+10.4% | Added |
| Nemes Rush Group LLC | 585 | $269.3K | 0.05% | +585 | New |
| Abacus Wealth Partners, LLC | 586 | $269.8K | 0.08% | −4−0.7% | Reduced |
| Kowal Investment Group, LLC | 588 | $270.9K | 0.07% | −62−9.5% | Reduced |
| Byrne Asset Management LLC | 588 | $271.0K | 0.18% | −27−4.4% | Reduced |
| Atomi Financial Group, Inc. | 589 | $271.1K | 0.12% | +13+2.3% | Added |
| McMillion Capital Management Inc | 590 | $271.6K | 0.24% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 590 | $271.6K | 0.18% | 00.0% | Unchanged |