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 |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 3,651 | $1.68M | 1.53% | −112−3.0% | Reduced |
| Redwood Investment Management, LLC | 3,648 | $1.68M | 0.17% | +247+7.3% | Added |
| Scott & Selber, Inc. | 3,633 | $1.67M | 0.65% | −13−0.4% | Reduced |
| PBMares Wealth Management LLC | 3,622 | $1.67M | 0.60% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,608 | $1.66M | 0.11% | +44+1.2% | Added |
| Paradigm Asset Management Co LLC | 3,600 | $1.66M | 0.44% | −3,700−50.7% | Reduced |
| Choate Investment Advisors | 3,595 | $1.66M | 0.07% | +4+0.1% | Added |
| LCM Capital Management Inc | 3,593 | $1.65M | 1.34% | +63+1.8% | Added |
| IAM Advisory, LLC | 3,588 | $1.65M | 0.56% | +167+4.9% | Added |
| Northeast Financial Consultants Inc | 3,547 | $1.63M | 0.10% | +450+14.5% | Added |
| Forza Wealth Management, LLC | 3,538 | $1.63M | 0.82% | +70+2.0% | Added |
| C2C Wealth Management, LLC | 3,425 | $1.62M | 0.21% | +10.0% | Added |
| Schrum Private Wealth Management LLC | 3,507 | $1.61M | 1.75% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,502 | $1.61M | 0.81% | 00.0% | Unchanged |
| Opus Investment Management Inc | 3,500 | $1.61M | 0.58% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,499 | $1.61M | 0.14% | −25−0.7% | Reduced |
| Pure Financial Advisors, Inc. | 3,498 | $1.61M | 0.07% | −12−0.3% | Reduced |
| Laidlaw Wealth Management LLC | 3,492 | $1.61M | 0.31% | +126+3.7% | Added |
| Claro Advisors LLC | 3,465 | $1.60M | 0.40% | +171+5.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,458 | $1.59M | 0.18% | −134−3.7% | Reduced |
| GQG Partners LLC | 3,446 | $1.59M | 0.00% | −20,578−85.7% | Reduced |
| W Advisors, LLC | 3,445 | $1.59M | 1.24% | −52−1.5% | Reduced |
| Valmark Advisers, Inc. | 3,443 | $1.59M | 0.03% | −99−2.8% | Reduced |
| Brighton Jones LLC | 3,440 | $1.58M | 0.08% | +267+8.4% | Added |
| Mayflower Financial Advisors, LLC | 3,437 | $1.58M | 0.20% | −26−0.8% | Reduced |
| First Hawaiian Bank | 3,407 | $1.57M | 0.05% | −563−14.2% | Reduced |
| Optimum Investment Advisors | 3,400 | $1.57M | 0.77% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,389 | $1.56M | 0.22% | −619−15.4% | Reduced |
| Clark Capital Management Group, Inc. | 3,389 | $1.56M | 0.01% | −295−8.0% | Reduced |
| Bangor Savings Bank | 3,389 | $1.56M | 0.18% | −15−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,387 | $1.56M | 0.52% | −9−0.3% | Reduced |
| TrinityPoint Wealth, LLC | 3,364 | $1.55M | 0.30% | +405+13.7% | Added |
| New Hampshire Trust | 3,362 | $1.55M | 0.40% | −127−3.6% | Reduced |
| Great Diamond Partners, LLC | 3,354 | $1.54M | 0.41% | −56−1.6% | Reduced |
| Pflug Koory, LLC | 3,353 | $1.54M | 0.79% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,352 | $1.54M | 1.19% | −6−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 3,350 | $1.54M | 0.04% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,340 | $1.54M | 0.06% | 00.0% | Unchanged |
| William Allan, LLC | 3,330 | $1.53M | 1.17% | +120+3.7% | Added |
| Coastal Investment Advisors, Inc. | 3,329 | $1.53M | 0.34% | +185+5.9% | Added |
| Guerra Pan Advisors, LLC | 3,319 | $1.53M | 1.70% | +12+0.4% | Added |
| Red Cedar Investment Management, LLC | 3,313 | $1.53M | 0.23% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,358 | $1.53M | 0.30% | −187−5.3% | Reduced |
| Venturi Wealth Management, LLC | 3,306 | $1.52M | 0.12% | −259−7.3% | Reduced |
| Richwood Investment Advisors, LLC | 3,305 | $1.52M | 1.49% | +22+0.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,412 | $1.52M | 0.67% | −30−0.9% | Reduced |
| Comerica Securities,inc. | 3,300 | $1.52M | 0.11% | +2,251+214.6% | Added |
| Rice Partnership, LLC | 3,287 | $1.51M | 0.41% | 00.0% | Unchanged |
| Curi Capital | 3,270 | $1.51M | 0.20% | −87−2.6% | Reduced |
| JJJ Advisors Inc. | 3,262 | $1.50M | 0.41% | +22+0.7% | Added |
| D.B. Root & Company, LLC | 3,257 | $1.50M | 0.57% | +23+0.7% | Added |
| Fortune Financial Advisors, LLC | 3,254 | $1.50M | 1.12% | +3,254 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,254 | $1.50M | 0.10% | +267+8.9% | Added |
| Central Bank & Trust Co | 3,254 | $1.50M | 0.25% | +240+8.0% | Added |
| Beaton Management Co. Inc. | 3,243 | $1.49M | 0.94% | −4−0.1% | Reduced |
| Resource Consulting Group Inc | 3,231 | $1.49M | 0.29% | +3,231 | New |
| Harbour Investments, Inc. | 3,212 | $1.48M | 0.07% | +55+1.7% | Added |
| Eagle Rock Investment Company, LLC | 3,140 | $1.48M | 0.32% | +841+36.6% | Added |
| Harvest Investment Advisors, LLC | 3,200 | $1.47M | 1.26% | −25−0.8% | Reduced |
| Inlet Private Wealth, LLC | 3,194 | $1.47M | 0.37% | 00.0% | Unchanged |
| Investment Management Associates Inc | 3,182 | $1.47M | 0.53% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,178 | $1.46M | 0.55% | −8−0.3% | Reduced |
| Herold Advisors, Inc. | 3,174 | $1.46M | 0.45% | +63+2.0% | Added |
| Financial Advocates Investment Management | 3,160 | $1.45M | 0.11% | +40+1.3% | Added |
| First Citizens Bank & Trust Co | 3,158 | $1.45M | 0.03% | +901+39.9% | Added |
| Quadrant Private Wealth Management, LLC | 3,157 | $1.45M | 0.42% | −90−2.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,139 | $1.45M | 0.09% | +614+24.3% | Added |
| Intrua Financial, LLC | 3,133 | $1.44M | 0.26% | −97−3.0% | Reduced |
| Nations Financial Group Inc, | 3,125 | $1.44M | 0.14% | −2,289−42.3% | Reduced |
| Oakworth Capital, Inc. | 3,116 | $1.43M | 0.12% | −10−0.3% | Reduced |
| Garner Asset Management Corp | 3,109 | $1.43M | 0.83% | −238−7.1% | Reduced |
| Centaurus Financial, Inc. | 3,106 | $1.43M | 0.13% | +1,062+52.0% | Added |
| Whittier Trust Co of Nevada Inc | 3,106 | $1.43M | 0.05% | −3−0.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,100 | $1.43M | 0.11% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,093 | $1.42M | 0.78% | +73+2.4% | Added |
| Aft, Forsyth & Company, Inc. | 3,090 | $1.42M | 1.01% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 3,089 | $1.42M | 0.20% | +555+21.9% | Added |
| Crestwood Advisors Group LLC | 3,079 | $1.42M | 0.04% | +89+3.0% | Added |
| Dearborn Partners LLC | 3,079 | $1.42M | 0.05% | +10+0.3% | Added |
| Augustine Asset Management Inc | 3,060 | $1.41M | 0.65% | +10+0.3% | Added |
| 9258 Wealth Management, LLC | 3,060 | $1.41M | 0.27% | −50−1.6% | Reduced |
| Westhampton Capital, LLC | 3,054 | $1.41M | 0.91% | −55−1.8% | Reduced |
| Meridian Wealth Advisors, LLC | 3,045 | $1.40M | 0.34% | −590−16.2% | Reduced |
| One Capital Management, LLC | 3,032 | $1.40M | 0.06% | −947−23.8% | Reduced |
| Tandem Capital Management Corp | 3,031 | $1.40M | 0.91% | +5+0.2% | Added |
| Global Financial Private Client, LLC | 3,006 | $1.39M | 0.68% | +568+23.3% | Added |
| First National Bank & Trust Co of Newtown | 3,001 | $1.38M | 0.29% | +133+4.6% | Added |
| Diversified, LLC | 2,997 | $1.38M | 0.35% | −10.0% | Reduced |
| Platform Technology Partners | 2,955 | $1.38M | 0.65% | +365+14.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.37M | 1.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,983 | $1.37M | 0.26% | +111+3.9% | Added |
| Matrix Trust Co | 2,973 | $1.37M | 0.35% | +143+5.1% | Added |
| Ameritas Investment Partners, Inc. | 2,965 | $1.36M | 0.05% | −93−3.0% | Reduced |
| HRT Financial LP | 2,946 | $1.36M | 0.01% | −224,036−98.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,935 | $1.35M | 0.25% | +179+6.5% | Added |
| TFG Advisers LLC | 2,933 | $1.35M | 0.61% | +62+2.2% | Added |
| Clearview Wealth Advisors LLC | 2,931 | $1.35M | 1.37% | +80+2.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,922 | $1.35M | 0.55% | +2+0.1% | Added |
| Holderness Investments Co | 2,911 | $1.34M | 0.50% | +56+2.0% | Added |
| Stokes Family Office, LLC | 2,894 | $1.33M | 0.15% | −3−0.1% | Reduced |