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
- 2,308
- +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
- 931 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 |
|---|---|---|---|---|---|
| Wellington Shields Capital Management, LLC | 4,447 | $2.05M | 0.25% | −15−0.3% | Reduced |
| Credit Agricole S A | 4,441 | $2.04M | 0.07% | +4,161+1,486.1% | Added |
| Ronald Blue Trust, Inc. | 4,325 | $2.04M | 0.03% | −188−4.2% | Reduced |
| Kenfarb & Co. | 4,430 | $2.04M | 1.78% | −85−1.9% | 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 |
| WESPAC Advisors SoCal, LLC | 4,404 | $2.03M | 0.69% | −127−2.8% | Reduced |
| Ogorek Anthony Joseph | 4,404 | $2.03M | 0.78% | −258−5.5% | Reduced |
| Icon Advisers Inc | 4,400 | $2.03M | 0.51% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 4,392 | $2.02M | 0.60% | −6,453−59.5% | Reduced |
| Forefront Wealth Management Inc. | 4,390 | $2.02M | 2.67% | −10−0.2% | Reduced |
| Hilltop Holdings Inc. | 4,368 | $2.01M | 0.25% | −159−3.5% | Reduced |
| Phoenix Wealth Advisors | 4,354 | $2.00M | 1.17% | −323−6.9% | Reduced |
| Signature Wealth Management Group | 4,347 | $2.00M | 0.93% | +3+0.1% | Added |
| River Wealth Advisors LLC | 4,341 | $2.00M | 0.34% | +195+4.7% | Added |
| Magnus Financial Group LLC | 4,330 | $1.99M | 0.28% | +24+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 4,326 | $1.99M | 0.13% | −4−0.1% | Reduced |
| StoneX Group Inc. | 4,304 | $1.98M | 0.21% | +160+3.9% | Added |
| Pachira Investments Inc. | 4,279 | $1.97M | 2.12% | +331+8.4% | Added |
| Golden State Equity Partners | 4,270 | $1.97M | 0.55% | +1,802+73.0% | Added |
| JGP Wealth Management, LLC | 4,263 | $1.96M | 0.32% | +123+3.0% | Added |
| Smithfield Trust Co | 4,248 | $1.96M | 0.12% | −90−2.1% | Reduced |
| Sabal Trust CO | 4,236 | $1.95M | 0.12% | +95+2.3% | Added |
| Caxton Associates LP | 4,229 | $1.95M | 0.29% | +294+7.5% | Added |
| Mountain Capital Investment Advisors, Inc | 4,255 | $1.94M | 0.73% | −81−1.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,221 | $1.94M | 0.47% | −10.0% | Reduced |
| Slagle Financial, LLC | 4,215 | $1.94M | 1.21% | +4,215 | New |
| Mystic Asset Management, Inc. | 4,188 | $1.93M | 1.03% | −75−1.8% | Reduced |
| Morse Asset Management, Inc | 4,180 | $1.92M | 0.59% | −446−9.6% | Reduced |
| FORA Capital, LLC | 4,179 | $1.92M | 0.27% | −16,930−80.2% | Reduced |
| Wealth Alliance | 4,178 | $1.92M | 0.29% | −9−0.2% | Reduced |
| Investors Research Corp | 4,153 | $1.91M | 0.48% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,152 | $1.91M | 0.02% | −44−1.0% | Reduced |
| EPG Wealth Management LLC | 4,141 | $1.91M | 0.56% | −133−3.1% | Reduced |
| Koshinski Asset Management, Inc. | 4,135 | $1.90M | 0.20% | −1,932−31.8% | Reduced |
| Aquatic Capital Management LLC | 4,100 | $1.89M | 0.10% | +4,100 | New |
| IFP Advisors, Inc | 7,294 | $1.88M | 0.09% | −710−8.9% | Reduced |
| LGT Fund Management Co Ltd. | 4,050 | $1.86M | 0.86% | +1,920+90.1% | Added |
| Acropolis Investment Management, LLC | 4,048 | $1.86M | 0.15% | 00.0% | Unchanged |
| GTS Securities LLC | 4,036 | $1.86M | 0.06% | +4,036 | New |
| Exeter Financial, LLC | 3,980 | $1.86M | 0.96% | −1,147−22.4% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 4,027 | $1.85M | 1.62% | +5+0.1% | Added |
| InterOcean Capital Group, LLC | 4,026 | $1.85M | 0.06% | +11+0.3% | Added |
| Insigneo Advisory Services, LLC | 4,022 | $1.85M | 0.35% | +2,207+121.6% | Added |
| First Foundation Advisors | 4,008 | $1.85M | 0.08% | −61−1.5% | Reduced |
| Cobblestone Capital Advisors LLC | 4,005 | $1.84M | 0.13% | −139−3.4% | Reduced |
| Segment Wealth Management, LLC | 4,004 | $1.84M | 0.19% | 00.0% | Unchanged |
| Paralel Advisors LLC | 4,001 | $1.84M | 0.10% | −107−2.6% | Reduced |
| Certified Advisory Corp | 4,000 | $1.84M | 0.34% | −19−0.5% | Reduced |
| Country Club Bank | 4,025 | $1.84M | 0.15% | −31−0.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 3,989 | $1.84M | 1.82% | −250−5.9% | Reduced |
| Steel Peak Wealth Management LLC | 3,988 | $1.84M | 0.11% | +1,366+52.1% | Added |
| Lakeview Capital Partners, LLC | 3,975 | $1.83M | 0.34% | +567+16.6% | Added |
| Gray Wealth Management Inc. | 3,969 | $1.83M | 0.92% | +191+5.1% | Added |
| Greenwood Capital Associates LLC | 3,956 | $1.82M | 0.26% | +668+20.3% | Added |
| Cahill Financial Advisors Inc | 3,949 | $1.82M | 0.29% | +487+14.1% | Added |
| RSM US Wealth Management LLC | 3,948 | $1.82M | 0.06% | −50−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 3,940 | $1.81M | 0.16% | +307+8.5% | Added |
| Bollard Group LLC | 3,936 | $1.81M | 0.06% | +15+0.4% | Added |
| Chase Investment Counsel Corp | 3,930 | $1.81M | 0.91% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,925 | $1.81M | 1.07% | −145−3.6% | Reduced |
| Decatur Capital Management, Inc. | 3,921 | $1.81M | 1.24% | −56−1.4% | Reduced |
| HBW Advisory Services LLC | 3,915 | $1.80M | 0.39% | +386+10.9% | Added |
| Epacria Capital Partners, LLC | 3,900 | $1.80M | 1.47% | −700−15.2% | Reduced |
| Buckley Wealth Management, LLC | 3,900 | $1.80M | 0.61% | −32−0.8% | Reduced |
| TCWP LLC | 3,890 | $1.79M | 0.38% | +55+1.4% | Added |
| Bayesian Capital Management, LP | 3,872 | $1.78M | 0.19% | +3,872 | New |
| Pacifica Partners Inc. | 3,850 | $1.78M | 1.01% | −69−1.8% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,861 | $1.78M | 0.75% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 3,860 | $1.78M | 2.37% | +1,000+35.0% | Added |
| Highview Capital Management LLC | 3,860 | $1.78M | 0.96% | +2,831+275.1% | Added |
| Stolper Co | 3,860 | $1.78M | 0.75% | −18−0.5% | Reduced |
| Veriti Management LLC | 3,858 | $1.78M | 0.20% | −31−0.8% | Reduced |
| First Financial Bank - Trust Division | 3,821 | $1.76M | 0.18% | −5−0.1% | Reduced |
| Anchor Investment Management, LLC | 3,818 | $1.76M | 0.22% | −10−0.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,817 | $1.76M | 0.47% | −181−4.5% | Reduced |
| Symmetry Partners, LLC | 3,807 | $1.75M | 0.09% | −7,017−64.8% | Reduced |
| Main Street Financial Solutions, LLC | 3,803 | $1.75M | 0.24% | −10−0.3% | Reduced |
| Harbor Investment Advisory, LLC | 3,803 | $1.75M | 0.24% | −28−0.7% | Reduced |
| Legal Advantage Investments, Inc. | 3,800 | $1.75M | 1.17% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,808 | $1.75M | 0.22% | −2,623−40.8% | Reduced |
| RB Capital Management, LLC | 3,785 | $1.74M | 0.54% | +32+0.9% | Added |
| Rehmann Capital Advisory Group | 3,775 | $1.74M | 0.16% | −58−1.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,762 | $1.73M | 0.23% | −1,769−32.0% | Reduced |
| Machina Capital S.A.S. | 3,755 | $1.73M | 0.98% | +1,351+56.2% | Added |
| Fundamentun, LLC | 3,754 | $1.73M | 0.27% | +430+12.9% | Added |
| McMahon Financial Advisors, LLC | 3,751 | $1.73M | 0.54% | +105+2.9% | Added |
| Investors Asset Management of Georgia Inc | 3,751 | $1.73M | 0.89% | −315−7.7% | Reduced |
| Altfest L J & Co Inc | 3,746 | $1.73M | 0.26% | +254+7.3% | Added |
| Alta Capital Management LLC | 3,740 | $1.72M | 0.12% | +18+0.5% | Added |
| TCM Advisors, LLC | – | $1.72M | 0.74% | – | – |
| Roundview Capital LLC | 3,719 | $1.71M | 0.17% | +67+1.8% | Added |
| Leisure Capital Management | 3,714 | $1.71M | 0.94% | −673−15.3% | Reduced |
| Summit Trail Advisors, LLC | 3,709 | $1.71M | 0.06% | +1,662+81.2% | Added |
| Schechter Investment Advisors, LLC | 3,705 | $1.71M | 0.15% | −163−4.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,732 | $1.70M | 0.04% | −901−19.4% | Reduced |
| BDO Wealth Advisors, LLC | 3,676 | $1.69M | 0.19% | +42+1.2% | Added |
| Eudaimonia Partners, LLC | 3,672 | $1.69M | 0.38% | +1,556+73.5% | Added |
| Thrive Wealth Management, LLC | 3,664 | $1.69M | 0.44% | +21+0.6% | Added |
| Patton Fund Management, Inc. | 3,657 | $1.68M | 0.49% | −207−5.4% | Reduced |