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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 1,520 | $699.8K | 0.12% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,513 | $696.6K | 0.71% | +164+12.2% | Added |
| Renasant Bank | 1,512 | $696.1K | 0.57% | −109−6.7% | Reduced |
| Emerald Advisors, LLC | 1,510 | $695.3K | 0.17% | +102+7.2% | Added |
| TCI Wealth Advisors, Inc. | 1,506 | $693.3K | 0.09% | −5−0.3% | Reduced |
| Waldron Private Wealth LLC | 1,501 | $691.0K | 0.03% | −227−13.1% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $690.6K | 0.03% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,499 | $690.1K | 0.46% | +91+6.5% | Added |
| Twin Lakes Capital Management, LLC | 1,497 | $689.3K | 0.49% | +9+0.6% | Added |
| Steward Financial Group LLC | 1,496 | $688.0K | 0.22% | +1,496 | New |
| JT Stratford LLC | 1,484 | $683.2K | 0.18% | −27−1.8% | Reduced |
| XR Securities LLC | 1,484 | $683.2K | 1.06% | +1,484 | New |
| Chicago Partners Investment Group LLC | 1,522 | $682.9K | 0.04% | −102−6.3% | Reduced |
| Trust Co | 1,480 | $681.4K | 0.10% | −115−7.2% | Reduced |
| WBH Advisory Inc | 1,478 | $680.3K | 0.08% | 00.0% | Unchanged |
| Keystone Financial Group | 1,478 | $680.2K | 0.12% | +1,478 | New |
| Aaron Wealth Advisors | 1,475 | $679.1K | 0.09% | −37−2.4% | Reduced |
| Barrett & Company, Inc. | 1,473 | $678.3K | 0.39% | +9+0.6% | Added |
| Bank Hapoalim BM | 1,469 | $676.0K | 0.10% | −211−12.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,466 | $675.0K | 0.08% | +79+5.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,464 | $674.0K | 0.04% | +65+4.6% | Added |
| Liberty Wealth Management LLC | 1,464 | $673.9K | 0.17% | −10−0.7% | Reduced |
| CVA Family Office, LLC | 1,460 | $672.2K | 0.14% | −22−1.5% | Reduced |
| Groesbeck Investment Management Corp | 1,459 | $672.0K | 1.02% | −327−18.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,452 | $671.9K | 0.07% | +127+9.6% | Added |
| Wealth Dimensions Group, Ltd. | 1,450 | $667.7K | 0.24% | +4+0.3% | Added |
| Ti-Trust, Inc | 1,450 | $667.6K | 0.61% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $667.6K | 0.14% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,450 | $667.6K | 0.07% | +24+1.7% | Added |
| Northcape Wealth Management, LLC | 1,449 | $666.9K | 0.24% | +47+3.4% | Added |
| SWMG, LLC | 1,446 | $665.7K | 0.35% | +771+114.2% | Added |
| Sterling Financial Group, Inc. | 1,444 | $664.8K | 0.44% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,444 | $664.8K | 0.16% | −25−1.7% | Reduced |
| Alta Wealth Advisors LLC | 1,438 | $662.0K | 0.39% | −64−4.3% | Reduced |
| Walleye Trading LLC | 1,438 | $662.0K | 0.03% | +1,438 | New |
| AXS Investments LLC | 1,437 | $661.6K | 0.18% | +164+12.9% | Added |
| Capital Square, LLC | 1,434 | $660.2K | 0.61% | +40+2.9% | Added |
| Curtis Advisory Group, LLC | 1,430 | $658.3K | 0.21% | +130+10.0% | Added |
| KLCM Advisors, Inc. | 1,428 | $657.6K | 0.13% | +299+26.5% | Added |
| Portside Wealth Group, LLC | 1,427 | $657.0K | 0.12% | +1,427 | New |
| Redmond Asset Management, LLC | 1,425 | $656.1K | 0.21% | −32−2.2% | Reduced |
| Chatham Capital Group, Inc. | 1,424 | $655.6K | 0.14% | −30−2.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,391 | $653.7K | 0.35% | −9−0.6% | Reduced |
| PDS Planning, Inc | 1,417 | $652.5K | 0.08% | +53+3.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,417 | $652.3K | 0.10% | +76+5.7% | Added |
| Chicago Capital, LLC | 1,415 | $651.4K | 0.03% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 1,414 | $651.2K | 0.38% | +171+13.8% | Added |
| EverSource Wealth Advisors, LLC | 1,412 | $650.0K | 0.07% | +9+0.6% | Added |
| Ironwood Financial, llc | 1,411 | $649.6K | 0.17% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,408 | $648.1K | 0.09% | −3−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,406 | $647.3K | 0.10% | −85−5.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,406 | $647.3K | 0.28% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,404 | $646.5K | 0.09% | +9+0.6% | Added |
| Argus Investors' Counsel, Inc. | 1,404 | $646.2K | 0.45% | −5−0.4% | Reduced |
| East Coast Asset Management, LLC. | 1,397 | $643.2K | 0.29% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,393 | $641.0K | 0.04% | +1,393 | New |
| GHP Investment Advisors, Inc. | 1,410 | $640.1K | 0.04% | +1,145+432.1% | Added |
| Buttonwood Financial Advisors Inc. | 1,387 | $638.6K | 0.40% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,387 | $638.4K | 0.07% | −85−5.8% | Reduced |
| True North Advisors, LLC | 1,382 | $636.4K | 0.18% | +353+34.3% | Added |
| Newman Dignan & Sheerar, Inc. | 1,381 | $635.6K | 0.20% | +6+0.4% | Added |
| Zullo Investment Group, Inc. | 1,376 | $633.7K | 0.36% | −14−1.0% | Reduced |
| Oak Family Advisors, LLC | 1,376 | $633.4K | 0.30% | −4−0.3% | Reduced |
| Abbrea Capital, LLC | 1,374 | $633.0K | 0.10% | +147+12.0% | Added |
| Eagle Ridge Investment Management | 1,371 | $631.2K | 0.07% | +33+2.5% | Added |
| First National Bank Sioux Falls | 1,365 | $628.4K | 0.40% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,363 | $627.5K | 0.13% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,360 | $626.3K | 0.13% | +568+71.7% | Added |
| Prudent Man Advisors, LLC | 1,357 | $625.0K | 0.23% | −19−1.4% | Reduced |
| NorthRock Partners, LLC | 1,354 | $623.2K | 0.07% | −240−15.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,352 | $622.4K | 0.29% | +1,352 | New |
| Triangle Securities Wealth Management | 1,351 | $622.0K | 0.21% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,350 | $621.5K | 0.07% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 1,350 | $621.4K | 0.27% | −14−1.0% | Reduced |
| American Trust | 1,349 | $621.1K | 0.04% | +384+39.8% | Added |
| Carr Financial Group Corp | 1,345 | $619.3K | 0.25% | −140−9.4% | Reduced |
| Wela Strategies, Inc. | 1,341 | $617.4K | 0.47% | +3+0.2% | Added |
| Transcend Wealth Collective, LLC | 1,332 | $613.4K | 0.06% | −40−2.9% | Reduced |
| Balboa Wealth Partners | 1,324 | $609.5K | 0.21% | −2−0.2% | Reduced |
| Cypress Financial Planning LLC | 1,314 | $607.8K | 0.35% | 00.0% | Unchanged |
| Assetmark, Inc | 1,320 | $607.8K | 0.00% | −203−13.3% | Reduced |
| Paulson Wealth Management Inc. | 1,317 | $606.3K | 0.21% | +214+19.4% | Added |
| Kapstone Financial Advisors LLC | 1,341 | $605.2K | 0.50% | +149+12.5% | Added |
| Garrison Point Advisors, LLC | 1,307 | $601.7K | 0.43% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,304 | $600.3K | 0.32% | −1,044−44.5% | Reduced |
| Intrust Bank NA | 1,302 | $599.4K | 0.07% | −265−16.9% | Reduced |
| Cito Capital Group, LLC | 1,300 | $598.0K | 0.27% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,297 | $597.3K | 0.35% | +11+0.9% | Added |
| Pallas Capital Advisors LLC | 1,266 | $595.0K | 0.03% | +105+9.0% | Added |
| Oak Thistle LLC | 1,291 | $594.4K | 0.31% | +725+128.1% | Added |
| Westside Investment Management, Inc. | 1,288 | $593.2K | 0.17% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,281 | $589.9K | 0.18% | −3,247−71.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,280 | $589.3K | 0.02% | +1,280 | New |
| Smith, Moore & Co. | 1,279 | $589.0K | 0.08% | −50−3.8% | Reduced |
| Darwin Advisors, LLC | 1,262 | $588.3K | 0.15% | +90+7.7% | Added |
| MBL Wealth, LLC | 1,277 | $587.9K | 0.08% | +420+49.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,275 | $587.0K | 0.40% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,273 | $586.1K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,267 | $583.4K | 0.27% | +193+18.0% | Added |
| ABN AMRO Bank N.V. | 1,267 | $582.7K | 0.01% | +37+3.0% | Added |