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 |
|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | 704 | $324.0K | 0.04% | +31+4.6% | Added |
| Equitable Trust Co | 704 | $324.1K | 0.02% | −203−22.4% | Reduced |
| Navalign, LLC | 706 | $325.0K | 0.13% | −21−2.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 708 | $325.9K | 0.12% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 709 | $326.4K | 0.03% | −125−15.0% | Reduced |
| Zimmermann Investment Management & Planning LLC | 710 | $326.8K | 0.15% | +11+1.6% | Added |
| Northside Capital Management, LLC | 710 | $326.9K | 0.11% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 710 | $326.9K | 0.08% | +21+3.0% | Added |
| Industrial Alliance Investment Management Inc. | 710 | $327.0K | 0.17% | −18,284−96.3% | Reduced |
| Arden Trust Co | 711 | $327.0K | 0.05% | −299−29.6% | Reduced |
| Addison Capital Co | 710 | $327.0K | 0.23% | +136+23.7% | Added |
| AlphaQ Advisors LLC | 711 | $327.3K | 0.24% | +711 | New |
| Kaizen Financial Strategies | 709 | $327.6K | 0.28% | +201+39.6% | Added |
| Bessemer Securities LLC | 715 | $329.0K | 0.22% | −75−9.5% | Reduced |
| General Partner, Inc. | 715 | $329.2K | 0.27% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 716 | $329.6K | 0.05% | +17+2.4% | Added |
| Cascade Investment Group, Inc. | 718 | $330.4K | 0.30% | 00.0% | Unchanged |
| Drake & Associates, LLC | 718 | $330.7K | 0.15% | −17−2.3% | Reduced |
| NTV Asset Management LLC | 719 | $331.0K | 0.06% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 719 | $331.0K | 0.01% | −148−17.1% | Reduced |
| Fortis Capital Advisors, LLC | 720 | $331.5K | 0.19% | −200−21.7% | Reduced |
| Portfolio Strategies, Inc. | 720 | $331.5K | 0.06% | 00.0% | Unchanged |
| Plancorp, LLC | 720 | $331.5K | 0.02% | +90+14.3% | Added |
| Grove Bank & Trust | 721 | $331.9K | 0.07% | −16−2.2% | Reduced |
| Manchester Capital Management LLC | 721 | $331.9K | 0.04% | +54+8.1% | Added |
| Terra Nova Asset Management LLC | 721 | $331.9K | 0.30% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 722 | $332.4K | 0.17% | 00.0% | Unchanged |
| Financial Management Network Inc | 722 | $334.1K | 0.12% | +2+0.3% | Added |
| Mainstay Capital Management LLC | 726 | $334.2K | 0.06% | 00.0% | Unchanged |
| Dentgroup LLC | 727 | $334.6K | 0.24% | +1+0.1% | Added |
| Ten Capital Wealth Advisors, LLC | 728 | $335.0K | 0.10% | +107+17.2% | Added |
| Red Wave Investments LLC | 729 | $335.6K | 0.14% | +23+3.3% | Added |
| Indie Asset Partners, LLC | 730 | $336.1K | 0.37% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 731 | $336.5K | 0.04% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 735 | $338.4K | 0.23% | −60−7.5% | Reduced |
| Congress Wealth Management LLC | 735 | $338.4K | 0.01% | +36+5.2% | Added |
| DT Investment Partners, LLC | 750 | $338.5K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 736 | $338.8K | 0.02% | −4,153−84.9% | Reduced |
| Powell Investment Advisors, LLC | 737 | $339.3K | 0.20% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 738 | $339.9K | 0.08% | −20−2.6% | Reduced |
| Corundum Group, Inc. | 742 | $341.6K | 0.17% | +742 | New |
| Fairfield Financial Advisors, LTD | 742 | $341.6K | 0.14% | +70+10.4% | Added |
| Perkins Coie Trust Co | 744 | $342.5K | 0.10% | 00.0% | Unchanged |
| Aspiriant, LLC | 747 | $343.9K | 0.02% | +220+41.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 748 | $344.4K | 0.01% | −198−20.9% | Reduced |
| Stewart & Patten Co LLC | 750 | $345.3K | 0.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 751 | $345.7K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 752 | $346.2K | 0.17% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 753 | $346.7K | 0.04% | +39+5.5% | Added |
| Fulcrum Equity Management | 756 | $348.3K | 0.40% | +310+69.5% | Added |
| Colonial River Wealth Management, LLC | 758 | $349.0K | 0.23% | −217−22.3% | Reduced |
| West Wealth Group, LLC | 759 | $349.4K | 0.15% | +5+0.7% | Added |
| Congress Park Capital LLC | 760 | $349.9K | 0.20% | −100−11.6% | Reduced |
| Amplius Wealth Advisors, LLC | 767 | $353.1K | 0.05% | −48−5.9% | Reduced |
| Acorn Financial Advisory Services Inc | 769 | $354.1K | 0.06% | −206−21.1% | Reduced |
| NWF Advisory Services Inc. | 772 | $355.3K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 773 | $355.9K | 0.10% | +595+334.3% | Added |
| Dodge & Cox | 775 | $356.8K | 0.00% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 775 | $357.0K | 0.18% | −224−22.4% | Reduced |
| Harvest Fund Management Co., Ltd | 775 | $357.0K | 0.07% | −216−21.8% | Reduced |
| Truepoint, Inc. | 777 | $357.7K | 0.01% | +5+0.6% | Added |
| Saxon Interests, Inc. | 781 | $359.4K | 0.19% | −10−1.3% | Reduced |
| Shelton Wealth Management, LLC | 783 | $360.6K | 0.28% | −2−0.3% | Reduced |
| Accel Wealth Management | 784 | $360.8K | 0.20% | +22+2.9% | Added |
| Centurion Wealth Management LLC | 784 | $361.1K | 0.17% | +32+4.3% | Added |
| CMG Global Holdings, LLC | 785 | $361.4K | 0.30% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 785 | $361.6K | 0.19% | −10−1.3% | Reduced |
| Perfromance Wealth Partners, LLC | 782 | $361.9K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 787 | $362.3K | 0.08% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 788 | $362.8K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 789 | $363.2K | 0.25% | +789 | New |
| Newbridge Financial Services Group, Inc. | 789 | $363.4K | 0.18% | +272+52.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 790 | $363.7K | 0.20% | −10−1.3% | Reduced |
| Cypress Wealth Services, LLC | 774 | $363.7K | 0.10% | +72+10.3% | Added |
| Bragg Financial Advisors, Inc | 791 | $364.2K | 0.02% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 798 | $367.4K | 0.19% | −25−3.0% | Reduced |
| Etfidea, LLC | 799 | $367.8K | 0.15% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 800 | $368.0K | 0.16% | +306+61.9% | Added |
| Masso Torrence Wealth Management Inc. | 802 | $369.2K | 0.27% | +13+1.6% | Added |
| Vise Technologies, Inc. | 804 | $370.0K | 0.09% | −83−9.4% | Reduced |
| Tranquilli Financial Advisor LLC | 805 | $370.6K | 0.26% | −304−27.4% | Reduced |
| Dimension Capital Management LLC | 805 | $370.6K | 0.08% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 805 | $370.7K | 0.04% | +76+10.4% | Added |
| First American Trust, FSB | 808 | $372.0K | 0.05% | −162−16.7% | Reduced |
| Calamos Wealth Management LLC | 809 | $372.4K | 0.03% | +7+0.9% | Added |
| Northern Financial Advisors Inc | 813 | $374.3K | 0.33% | −55−6.3% | Reduced |
| EdgeRock Capital LLC | 813 | $374.3K | 0.18% | −5,297−86.7% | Reduced |
| Toth Financial Advisory Corp | 814 | $374.6K | 0.05% | +563+224.3% | Added |
| True Link Financial Advisors, LLC | 819 | $377.1K | 0.05% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 820 | $377.5K | 0.60% | −532−39.3% | Reduced |
| Lifeworks Advisors, LLC | 822 | $378.4K | 0.16% | −188−18.6% | Reduced |
| Belfer Management LLC | 827 | $380.5K | 10.10% | 00.0% | Unchanged |
| Atom Investors LP | 827 | $380.7K | 0.14% | −925−52.8% | Reduced |
| TrueWealth Advisors, LLC | 830 | $382.1K | 0.16% | +51+6.5% | Added |
| Castle Wealth Management LLC | 830 | $382.2K | 0.27% | +74+9.8% | Added |
| WoodTrust Financial Corp | 832 | $383.0K | 0.07% | 00.0% | Unchanged |
| Marotta Asset Management | 832 | $383.0K | 0.09% | +832 | New |
| FSB Premier Wealth Management, Inc. | 835 | $384.2K | 0.21% | −23−2.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 836 | $384.9K | 0.26% | +36+4.5% | Added |
| Asset Management Resources, LLC | 836 | $385.1K | 0.23% | −8−0.9% | Reduced |