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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 1,263 | $582.0K | 0.07% | +106+9.2% | Added |
| Epic Trust Investment Advisors, LLC | 1,256 | $578.3K | 0.82% | −162−11.4% | Reduced |
| FLC Capital Advisors | 1,254 | $577.2K | 0.17% | 00.0% | Unchanged |
| Financial Architects, Inc | 1,245 | $573.4K | 0.09% | +34+2.8% | Added |
| First Commonwealth Financial Corp | 1,245 | $573.2K | 0.19% | +62+5.2% | Added |
| Cresta Advisors, Ltd. | 1,237 | $569.7K | 0.44% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,234 | $568.1K | 0.31% | −16−1.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,233 | $567.6K | 0.21% | +60+5.1% | Added |
| Founders Financial Alliance, LLC | 1,230 | $566.2K | 0.22% | +129+11.7% | Added |
| MCF Advisors LLC | 1,226 | $564.2K | 0.05% | +115+10.4% | Added |
| Mather Group, LLC. | 1,224 | $563.5K | 0.01% | −364−22.9% | Reduced |
| Crescent Sterling, Ltd. | 1,222 | $562.6K | 0.53% | +169+16.0% | Added |
| Burns Matteson Capital Management, LLC | 1,220 | $561.7K | 0.35% | +1,220 | New |
| Almanack Investment Partners, LLC. | 1,215 | $559.4K | 0.10% | +55+4.7% | Added |
| Strait & Sound Wealth Management LLC | 1,214 | $558.9K | 0.55% | −583−32.4% | Reduced |
| KLK Capital Management LLC | 1,210 | $557.2K | 0.71% | −32−2.6% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,210 | $556.9K | 0.64% | −11−0.9% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $555.2K | 0.37% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,237 | $551.4K | 0.09% | +450+57.2% | Added |
| Kelly Financial Services LLC | 1,196 | $550.8K | 0.26% | +57+5.0% | Added |
| Kozak & Associates, Inc. | 1,191 | $550.7K | 0.22% | +8+0.7% | Added |
| Sargent Investment Group, LLC | 1,194 | $549.7K | 0.13% | +7+0.6% | Added |
| Mason & Associates Inc | 1,190 | $547.9K | 0.16% | +120+11.2% | Added |
| SOA Wealth Advisors, LLC. | 1,189 | $547.3K | 0.13% | +8+0.7% | Added |
| Sutton Wealth Advisors Inc. | 1,187 | $546.5K | 0.26% | +84+7.6% | Added |
| Pinnacle West Asset Management, Inc. | 1,185 | $546.0K | 0.53% | −15−1.3% | Reduced |
| BFT Financial Group, LLC | 1,185 | $545.6K | 0.06% | +41+3.6% | Added |
| Fiera Capital Corp | 1,182 | $544.2K | 0.00% | −225−16.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,168 | $537.6K | 0.24% | −54−4.4% | Reduced |
| Berkshire Bank | 1,161 | $534.5K | 0.15% | +1+0.1% | Added |
| Keebeck Wealth Management, LLC | 1,160 | $534.0K | 0.07% | +20+1.8% | Added |
| Breakwater Capital Group | 1,159 | $533.6K | 0.19% | −15−1.3% | Reduced |
| Forte Capital LLC | 1,158 | $533.1K | 0.08% | −133−10.3% | Reduced |
| Beaumont Financial Advisors, LLC | 1,154 | $531.3K | 0.05% | +82+7.6% | Added |
| KLR Investment Advisors, LLC | 1,153 | $530.8K | 0.44% | +32+2.9% | Added |
| HF Advisory Group, LLC | 1,153 | $530.6K | 0.42% | +115+11.1% | Added |
| Indiana Trust & Investment Management CO | 1,149 | $529.0K | 0.27% | +77+7.2% | Added |
| StrategIQ Financial Group, LLC | 1,147 | $528.1K | 0.06% | 00.0% | Unchanged |
| Insight 2811, Inc. | 1,144 | $526.7K | 0.29% | +12+1.1% | Added |
| MMBG Investment Advisors Co. | 1,170 | $526.1K | 0.06% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,137 | $523.5K | 0.22% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,134 | $522.0K | 0.02% | +1+0.1% | Added |
| Matisse Capital | 1,133 | $521.6K | 0.32% | 00.0% | Unchanged |
| Davis R M Inc | 1,131 | $521.0K | 0.01% | −84−6.9% | Reduced |
| Security National Bank of Sioux City Iowa | 1,126 | $518.4K | 0.39% | +1,126 | New |
| Guardian Wealth Advisors, LLC | 1,124 | $517.5K | 0.09% | +131+13.2% | Added |
| Lee Johnson Capital Management, LLC | 1,122 | $516.5K | 0.49% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,120 | $515.6K | 0.05% | +20+1.8% | Added |
| Fulton Breakefield Broenniman LLC | 1,117 | $514.4K | 0.04% | −3−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 1,115 | $513.3K | 0.37% | +5+0.5% | Added |
| Private Capital Management LLC | 1,113 | $512.4K | 0.15% | −6−0.5% | Reduced |
| Associated Banc-Corp | 1,113 | $512.4K | 0.02% | +31+2.9% | Added |
| Peachtree Investment Partners, LLC | 1,111 | $511.7K | 0.23% | −184−14.2% | Reduced |
| Dechtman Wealth Management, LLC | 1,111 | $511.5K | 0.15% | +1,111 | New |
| Ignite Planners, LLC | 1,115 | $511.1K | 0.20% | −43−3.7% | Reduced |
| Stiles Financial Services Inc | 1,110 | $511.1K | 0.25% | +256+30.0% | Added |
| Legacy Bridge, LLC | 1,110 | $511.0K | 0.34% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,105 | $509.0K | 0.09% | +62+5.9% | Added |
| Northwest Wealth Management, LLC | 1,103 | $507.8K | 0.18% | −21−1.9% | Reduced |
| Van Cleef Asset Management,Inc | 1,100 | $506.4K | 0.08% | +100+10.0% | Added |
| Quad-Cities Investment Group, LLC | 1,099 | $506.1K | 0.33% | +102+10.2% | Added |
| Sterling Investment Counsel, LLC | 1,092 | $502.7K | 0.27% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,091 | $502.3K | 0.12% | −12−1.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,091 | $502.2K | 0.05% | −30−2.7% | Reduced |
| Copperleaf Capital, LLC | 1,089 | $501.4K | 0.47% | +6+0.6% | Added |
| Gryphon Financial Partners LLC | 1,088 | $501.1K | 0.11% | −58−5.1% | Reduced |
| Wayfinding Financial, LLC | 1,115 | $500.0K | 0.35% | −161−12.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,085 | $499.5K | 0.53% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,084 | $499.1K | 0.15% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,098 | $498.6K | 0.12% | −21−1.9% | Reduced |
| Capula Management Ltd | 1,080 | $497.2K | 0.06% | +376+53.4% | Added |
| Morris Retirement Advisors, LLC | 1,075 | $494.7K | 0.34% | −45−4.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,074 | $494.4K | 0.13% | +44+4.3% | Added |
| Kolinsky Wealth Management, LLC | 1,080 | $494.0K | 0.47% | +55+5.4% | Added |
| Lederer & Associates Investment Counsel | 1,072 | $494.0K | 0.37% | −1,870−63.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,068 | $491.5K | 0.06% | +4+0.4% | Added |
| Teamwork Financial Advisors, LLC | 1,065 | $490.4K | 0.08% | −24−2.2% | Reduced |
| Pacific Global Investment Management CO | 1,064 | $489.8K | 0.10% | +13+1.2% | Added |
| Lokken Investment Group LLC | 1,064 | $489.8K | 0.32% | +1+0.1% | Added |
| Chapman Investment Management, LLC | 1,060 | $488.0K | 0.39% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,063 | $487.6K | 0.00% | +502+89.5% | Added |
| BMS Financial Advisors, LLC | 1,058 | $487.1K | 0.32% | −476−31.0% | Reduced |
| Trustco Bank Corp N Y | 1,057 | $486.6K | 0.52% | 00.0% | Unchanged |
| David Loasby | 1,053 | $486.1K | 0.05% | −160−13.2% | Reduced |
| Keystone Financial Services | 1,054 | $485.4K | 0.25% | −56−5.0% | Reduced |
| Meridian Management Co | 1,054 | $485.2K | 0.15% | +9+0.9% | Added |
| Register Financial Advisors LLC | 1,049 | $483.1K | 0.34% | +25+2.4% | Added |
| Confluence Wealth Services, Inc. | 1,046 | $481.6K | 0.10% | +5+0.5% | Added |
| Edgestream Partners, L.P. | 1,043 | $480.2K | 0.04% | −3,266−75.8% | Reduced |
| Consolidated Planning Corp | 1,042 | $479.6K | 0.10% | +419+67.3% | Added |
| LaFleur & Godfrey LLC | 1,041 | $479.3K | 0.07% | +1+0.1% | Added |
| Capstone Investment Advisors, LLC | 1,040 | $478.8K | 0.01% | +795+324.5% | Added |
| Gilbert & Cook, Inc. | 1,038 | $477.9K | 0.08% | +81+8.5% | Added |
| Desjardins Global Asset Management Inc. | 1,036 | $477.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,032 | $475.1K | 0.35% | +54+5.5% | Added |
| Massachusetts Financial Services Co | 1,030 | $474.2K | 0.00% | +1,030 | New |
| Lion Street Advisors, LLC | 1,427 | $474.1K | 0.16% | +454+46.7% | Added |
| SFG Wealth Management, LLC. | 1,029 | $473.9K | 0.40% | +98+10.5% | Added |
| Mairs & Power Inc | 1,028 | $473.3K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 1,026 | $472.4K | 0.11% | −74−6.7% | Reduced |