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 |
|---|---|---|---|---|---|
| Ategra Capital Management, LLC | 2,249 | $1.04M | 0.56% | +286+14.6% | Added |
| Wagner Wealth Management, LLC | 2,247 | $1.03M | 0.40% | +66+3.0% | Added |
| RDA Financial Network | 2,246 | $1.03M | 0.43% | −9−0.4% | Reduced |
| Traphagen Investment Advisors LLC | 2,238 | $1.03M | 0.14% | +2,238 | New |
| Acima Private Wealth, LLC | 2,231 | $1.03M | 0.49% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,228 | $1.03M | 0.12% | +60+2.8% | Added |
| Easterly Investment Partners LLC | 2,224 | $1.02M | 0.09% | −10,653−82.7% | Reduced |
| Chesley Taft & Associates LLC | 2,216 | $1.02M | 0.06% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,215 | $1.02M | 0.13% | +19+0.9% | Added |
| Barometer Capital Management Inc. | 2,213 | $1.02M | 0.27% | +993+81.4% | Added |
| Vicus Capital | 2,211 | $1.02M | 0.11% | −259−10.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,209 | $1.02M | 0.45% | +4+0.2% | Added |
| Investment Partners, Ltd. | 2,204 | $1.01M | 0.53% | +659+42.7% | Added |
| PYA Waltman Capital, LLC | 2,233 | $1.00M | 0.43% | +593+36.2% | Added |
| Crawford Investment Counsel Inc | 2,179 | $1.00M | 0.02% | +976+81.1% | Added |
| Baker Tilly Wealth Management, LLC | 2,175 | $1.00M | 0.11% | −410−15.9% | Reduced |
| Ergoteles LLC | 2,174 | $1.00M | 0.05% | −47,312−95.6% | Reduced |
| LGT Financial Advisors LLC | 2,171 | $999.3K | 1.07% | +1,430+193.0% | Added |
| Summit X, LLC | 2,164 | $997.8K | 0.24% | −99−4.4% | Reduced |
| Gulf International Bank (UK) Ltd | 2,156 | $992.0K | 0.02% | −65−2.9% | Reduced |
| Asset Dedication, LLC | 2,157 | $991.0K | 0.08% | +30+1.4% | Added |
| Chemung Canal Trust Co | 2,141 | $985.7K | 0.21% | −7,988−78.9% | Reduced |
| IMS Capital Management | 2,139 | $984.7K | 0.55% | +201+10.4% | Added |
| Union Savings Bank | 2,201 | $982.4K | 0.59% | +2,201 | New |
| Wescott Financial Advisory Group, LLC | 2,124 | $977.8K | 0.17% | −139−6.1% | Reduced |
| Souders Financial Advisors | 2,121 | $976.2K | 0.19% | −18−0.8% | Reduced |
| Nikulski Financial, Inc. | 2,116 | $974.2K | 0.40% | +15+0.7% | Added |
| Morningstar Investment Management LLC | 2,112 | $972.0K | 0.13% | +2,112 | New |
| Perpetual Ltd | 2,109 | $970.9K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,107 | $970.0K | 0.48% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,106 | $969.6K | 0.04% | −49−2.3% | Reduced |
| Essex Savings Bank | 2,106 | $969.5K | 0.32% | −47−2.2% | Reduced |
| Vontobel Holding Ltd. | 2,104 | $968.6K | 0.01% | −734−25.9% | Reduced |
| Charter Trust Co | 2,102 | $967.7K | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 2,102 | $967.5K | 0.37% | +885+72.7% | Added |
| Capital Asset Advisory Services LLC | 2,083 | $967.3K | 0.07% | +71+3.5% | Added |
| Versor Investments LP | 2,095 | $964.5K | 0.17% | +992+89.9% | Added |
| Ropes Wealth Advisors LLC | 2,094 | $964.0K | 0.16% | +33+1.6% | Added |
| Keystone Financial Planning, Inc. | 2,090 | $962.2K | 0.32% | −84−3.9% | Reduced |
| Strategic Advisors LLC | 2,083 | $959.2K | 0.18% | +6+0.3% | Added |
| Gables Capital Management Inc. | 2,081 | $958.1K | 0.63% | +20+1.0% | Added |
| PFG Investments, LLC | 2,064 | $950.2K | 0.17% | −332−13.9% | Reduced |
| Dana Investment Advisors, Inc. | 2,047 | $942.4K | 0.05% | −99−4.6% | Reduced |
| International Assets Investment Management, LLC | 12,022 | $942.2K | 0.13% | +16+0.1% | Added |
| STAR Financial Bank | 2,044 | $941.0K | 0.88% | +20+1.0% | Added |
| Ethos Financial Group, LLC | 1,988 | $939.7K | 0.32% | 00.0% | Unchanged |
| Williams Financial, LLC | 2,039 | $938.7K | 0.70% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,030 | $934.4K | 0.05% | +428+26.7% | Added |
| Verity Asset Management, Inc. | 2,027 | $933.3K | 0.69% | −2,147−51.4% | Reduced |
| ORG Partners LLC | 2,007 | $928.1K | 0.15% | +2,007 | New |
| Rodgers Brothers Inc. | 2,014 | $927.2K | 0.16% | −7−0.3% | Reduced |
| First PREMIER Bank | 2,013 | $927.0K | 0.26% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,013 | $926.7K | 0.21% | +81+4.2% | Added |
| Virtue Capital Management, LLC | 2,002 | $926.5K | 0.16% | +113+6.0% | Added |
| Birinyi Associates Inc | 2,000 | $921.0K | 0.34% | −250−11.1% | Reduced |
| Capital Management Associates | 2,000 | $920.8K | 1.35% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 1,996 | $919.0K | 0.18% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,992 | $917.1K | 0.27% | −64−3.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,964 | $915.9K | 0.35% | +149+8.2% | Added |
| Duncker Streett & Co Inc | 1,989 | $915.7K | 0.20% | −151−7.1% | Reduced |
| Burns J W & Co Inc | 1,982 | $912.0K | 0.15% | −97−4.7% | Reduced |
| Texas Yale Capital Corp. | 1,979 | $911.3K | 0.04% | −21−1.1% | Reduced |
| AXA S.A. | 1,966 | $905.1K | 0.00% | −3,500−64.0% | Reduced |
| WP Advisors, LLC | 1,965 | $904.6K | 0.36% | −142−6.7% | Reduced |
| MONECO Advisors, LLC | 1,964 | $904.3K | 0.25% | +23+1.2% | Added |
| West Branch Capital LLC | 1,964 | $904.2K | 0.45% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,964 | $904.2K | 0.47% | −1,009−33.9% | Reduced |
| Texas Capital Bancshares Inc | 1,964 | $904.2K | 0.50% | +33+1.7% | Added |
| Authentikos Wealth Advisory, LLC | 1,962 | $903.3K | 0.85% | +20+1.0% | Added |
| Cornerstone Advisory, LLC | 1,961 | $902.8K | 0.16% | −342−14.9% | Reduced |
| Harbour Capital Advisors, LLC | 1,943 | $898.8K | 0.27% | −4−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,946 | $896.1K | 0.17% | −154−7.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,945 | $895.0K | 0.10% | −112−5.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,938 | $892.2K | 0.10% | −38−1.9% | Reduced |
| TL Private Wealth | 1,935 | $890.8K | 0.50% | −472−19.6% | Reduced |
| Wealthspire Advisors, LLC | 1,929 | $888.0K | 0.01% | +10+0.5% | Added |
| Rockingstone Advisors LLC | 1,924 | $885.8K | 0.50% | +20+1.1% | Added |
| Pioneer Trust Bank N A | 1,920 | $883.9K | 0.25% | −200−9.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,910 | $879.3K | 0.16% | +240+14.4% | Added |
| Gradient Capital Advisors, LLC | 1,906 | $877.5K | 0.35% | +54+2.9% | Added |
| Accurate Wealth Management, LLC | 1,887 | $876.2K | 0.27% | +87+4.8% | Added |
| MBM Wealth Consultants, LLC | 1,896 | $876.1K | 0.38% | +277+17.1% | Added |
| DeDora Capital, Inc. | 1,902 | $875.7K | 0.34% | +3+0.2% | Added |
| SPC Financial, Inc. | 1,897 | $873.3K | 0.09% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,892 | $871.0K | 0.11% | +83+4.6% | Added |
| Cornerstone Capital, Inc. | 1,890 | $870.1K | 0.10% | +55+3.0% | Added |
| SOL Capital Management CO | 1,883 | $867.0K | 0.13% | −150−7.4% | Reduced |
| Ausdal Financial Partners, Inc. | 1,878 | $864.6K | 0.12% | +19+1.0% | Added |
| McDonald Partners LLC | 1,876 | $863.5K | 0.26% | +11+0.6% | Added |
| Walker Asset Management, LLC | 1,870 | $861.1K | 0.71% | +8+0.4% | Added |
| FinTrust Capital Advisors, LLC | 1,763 | $857.6K | 0.21% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,862 | $857.1K | 0.25% | +64+3.6% | Added |
| Capital Market Strategies LLC | 1,859 | $856.0K | 0.79% | +1,859 | New |
| Sanders Morris Harris LLC | 1,854 | $855.7K | 0.19% | +1,000+117.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,854 | $853.6K | 0.03% | −6,418−77.6% | Reduced |
| Karpas Strategies, LLC | 1,854 | $853.6K | 0.29% | +4+0.2% | Added |
| Silver Oak Securities, Inc | 1,845 | $849.0K | 0.14% | +134+7.8% | Added |
| Mill Creek Capital Advisors, LLC | 1,844 | $848.9K | 0.03% | +113+6.5% | Added |
| Prossimo Advisors, LLC | 1,842 | $848.0K | 0.82% | +1,842 | New |
| Park Place Capital Corp | 1,837 | $845.8K | 0.24% | +22+1.2% | Added |