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
- 2,308
- +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 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 2,889 | $1.33M | 0.17% | +93+3.3% | Added |
| Covenant Asset Management, LLC | 2,889 | $1.33M | 0.39% | +89+3.2% | Added |
| Flagship Harbor Advisors, LLC | 2,883 | $1.33M | 0.11% | −119−4.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,879 | $1.33M | 0.54% | +157+5.8% | Added |
| M Holdings Securities, Inc. | 2,877 | $1.32M | 0.27% | −3,555−55.3% | Reduced |
| BancorpSouth Bank | 2,853 | $1.31M | 0.11% | −14−0.5% | Reduced |
| Islay Capital Management, LLC | 2,844 | $1.31M | 1.15% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,836 | $1.31M | 0.07% | +2,836 | New |
| Marks Group Wealth Management, Inc | 2,830 | $1.30M | 0.15% | −3,158−52.7% | Reduced |
| Kinsale Capital Group, Inc. | 2,829 | $1.30M | 0.79% | +1,137+67.2% | Added |
| Deseret Mutual Benefit Administrators | 2,828 | $1.30M | 0.51% | −30−1.0% | Reduced |
| Moser Wealth Advisors, LLC | 2,826 | $1.30M | 0.88% | +2,826 | New |
| Institute for Wealth Management, LLC. | 2,816 | $1.30M | 0.23% | −96−3.3% | Reduced |
| Callahan Advisors, LLC | 2,815 | $1.30M | 0.16% | −564−16.7% | Reduced |
| Alterity Financial Group, LLC | 2,814 | $1.30M | 1.87% | −49−1.7% | Reduced |
| Sherbrooke Park Advisers LLC | 2,800 | $1.29M | 0.68% | +2,800 | New |
| Mission Wealth Management, LP | 2,791 | $1.28M | 0.05% | +192+7.4% | Added |
| Cooper Financial Group | 2,789 | $1.28M | 0.32% | −956−25.5% | Reduced |
| Ballentine Partners, LLC | 2,786 | $1.28M | 0.03% | −1,387−33.2% | Reduced |
| Strategic Blueprint, LLC | 2,786 | $1.28M | 0.12% | −87−3.0% | Reduced |
| LCNB Corp | 2,778 | $1.28M | 0.55% | −20−0.7% | Reduced |
| Carlsbad Wealth Advisory Group, Inc. | 2,754 | $1.27M | 0.82% | +2,754 | New |
| Cigna Investments Inc | 2,752 | $1.27M | 0.24% | −40−1.4% | Reduced |
| Ethic Inc. | 2,749 | $1.27M | 0.05% | +158+6.1% | Added |
| Cassaday & Co Wealth Management LLC | 2,741 | $1.26M | 0.05% | −26−0.9% | Reduced |
| Probity Advisors, Inc. | 2,735 | $1.26M | 0.27% | +2,735 | New |
| Roberts Glore & Co Inc | 2,731 | $1.26M | 0.40% | −128−4.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,730 | $1.26M | 0.45% | +10.0% | Added |
| Valley Brook Capital Group | 2,725 | $1.25M | 1.16% | −75−2.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 2,723 | $1.25M | 0.83% | −102−3.6% | Reduced |
| Boit C F David | 2,720 | $1.25M | 0.83% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,720 | $1.25M | 0.71% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 2,719 | $1.25M | 0.50% | −351−11.4% | Reduced |
| BigSur Wealth Management LLC | 2,710 | $1.25M | 0.60% | +120+4.6% | Added |
| Peoples Financial Services Corp. | 2,709 | $1.25M | 0.56% | −7−0.3% | Reduced |
| Profund Advisors LLC | 2,705 | $1.25M | 0.07% | +198+7.9% | Added |
| Argent Advisors, Inc. | 2,684 | $1.24M | 0.57% | +71+2.7% | Added |
| Nilsine Partners, LLC | 2,679 | $1.23M | 0.18% | +20+0.8% | Added |
| Lake Street Financial LLC | 2,678 | $1.23M | 0.22% | +1,143+74.5% | Added |
| First Western Trust Bank | 2,666 | $1.23M | 0.06% | −195−6.8% | Reduced |
| PFG Advisors | 2,663 | $1.23M | 0.09% | +96+3.7% | Added |
| Castle Rock Wealth Management, LLC | 2,649 | $1.23M | 0.42% | +91+3.6% | Added |
| Advisor OS, LLC | 2,661 | $1.22M | 0.20% | −1,379−34.1% | Reduced |
| High Note Wealth, LLC | 2,660 | $1.22M | 0.50% | −27−1.0% | Reduced |
| Catalyst Capital Advisors LLC | 2,659 | $1.22M | 0.04% | +2,659 | New |
| Excalibur Management Corp | 2,635 | $1.21M | 0.62% | −66−2.4% | Reduced |
| Van Leeuwen & Company, LLC | 2,612 | $1.21M | 0.76% | −345−11.7% | Reduced |
| Axxcess Wealth Management, LLC | 2,597 | $1.20M | 0.09% | −3,632−58.3% | Reduced |
| Continuum Advisory, LLC | 2,594 | $1.19M | 0.19% | −810−23.8% | Reduced |
| Algert Global LLC | 2,592 | $1.19M | 0.05% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 2,590 | $1.19M | 0.90% | −4−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,590 | $1.19M | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,590 | $1.19M | 0.05% | −26−1.0% | Reduced |
| Purus Wealth Management, LLC | 2,579 | $1.19M | 0.77% | −30−1.1% | Reduced |
| Wedmont Private Capital | 2,556 | $1.19M | 0.13% | +118+4.8% | Added |
| Sippican Capital Advisors | 2,569 | $1.18M | 1.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,556 | $1.18M | 0.12% | +2,158+542.2% | Added |
| Howe & Rusling Inc | 2,554 | $1.18M | 0.13% | −296−10.4% | Reduced |
| Pitcairn Co | 2,546 | $1.17M | 0.10% | −412−13.9% | Reduced |
| Ancora Advisors, LLC | 2,526 | $1.16M | 0.03% | +7+0.3% | Added |
| BCJ Capital Management, LLC | 2,519 | $1.16M | 0.10% | −74−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,513 | $1.16M | 0.01% | +5+0.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,500 | $1.15M | 0.32% | +11+0.4% | Added |
| Washington Capital Management Inc | 2,500 | $1.15M | 0.98% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $1.15M | 0.99% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,498 | $1.15M | 0.38% | −11−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 2,488 | $1.15M | 0.03% | +263+11.8% | Added |
| Patten Group, Inc. | 2,485 | $1.14M | 0.32% | +95+4.0% | Added |
| Eads & Heald Wealth Management | 2,465 | $1.14M | 0.56% | −73−2.9% | Reduced |
| Clarius Group, LLC | 2,459 | $1.13M | 0.09% | −138−5.3% | Reduced |
| Legacy Financial Advisors, Inc. | 2,455 | $1.13M | 0.21% | −16−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 2,447 | $1.13M | 0.07% | −3,845−61.1% | Reduced |
| Aspen Investment Management Inc | 2,445 | $1.13M | 0.67% | −325−11.7% | Reduced |
| Clarus Wealth Advisors | 2,452 | $1.12M | 0.68% | −874−26.3% | Reduced |
| V Wealth Advisors LLC | 2,439 | $1.12M | 0.19% | +36+1.5% | Added |
| Inceptionr LLC | 2,429 | $1.12M | 0.60% | +54+2.3% | Added |
| Los Angeles Capital Management LLC | 2,424 | $1.12M | 0.00% | −4,742−66.2% | Reduced |
| Mendel Capital Management LLC | 2,423 | $1.12M | 0.89% | −2−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,417 | $1.11M | 0.04% | −221−8.4% | Reduced |
| Fairfield, Bush & Co. | 2,410 | $1.11M | 0.31% | +44+1.9% | Added |
| Allen Capital Group, LLC | 2,391 | $1.10M | 0.20% | +64+2.8% | Added |
| Focus Financial Network, Inc. | 2,380 | $1.10M | 0.06% | +41+1.8% | Added |
| Marcum Wealth, LLC | 2,376 | $1.09M | 0.13% | −103−4.2% | Reduced |
| Covenant Partners, LLC | 2,358 | $1.09M | 0.39% | +21+0.9% | Added |
| My Legacy Advisors, LLC | 2,326 | $1.08M | 0.43% | −20−0.9% | Reduced |
| Symphony Financial, Ltd. Co. | 2,366 | $1.08M | 0.27% | +420+21.6% | Added |
| South State Corp. | 2,345 | $1.08M | 0.10% | −294−11.1% | Reduced |
| Wellington Shields & Co., LLC | 2,335 | $1.07M | 0.25% | +10+0.4% | Added |
| Fiduciary Group LLC | 2,312 | $1.06M | 0.13% | +21+0.9% | Added |
| Loudon Investment Management, LLC | 2,309 | $1.06M | 0.70% | +37+1.6% | Added |
| RMB Capital Management, LLC | 2,306 | $1.06M | 0.03% | +21+0.9% | Added |
| Hudson Valley Investment Advisors Inc | 2,299 | $1.06M | 0.14% | −14−0.6% | Reduced |
| Patten & Patten Inc | 2,288 | $1.05M | 0.09% | −43−1.8% | Reduced |
| TCTC Holdings, LLC | 2,286 | $1.05M | 0.04% | −96−4.0% | Reduced |
| Global Trust Asset Management, LLC | 2,273 | $1.05M | 0.47% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,273 | $1.05M | 0.20% | +150+7.1% | Added |
| CRA Financial Services, LLC | 2,270 | $1.05M | 0.28% | −75−3.2% | Reduced |
| First Financial Corp | 2,268 | $1.04M | 0.67% | −474−17.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,260 | $1.04M | 1.10% | −120−5.0% | Reduced |
| RKL Wealth Management LLC | 2,252 | $1.04M | 0.12% | −185−7.6% | Reduced |