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 |
|---|---|---|---|---|---|
| Addison Capital Co | 710 | $327.0K | 0.23% | +136+23.7% | Added |
| Northside Capital Management, LLC | 710 | $326.9K | 0.11% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 710 | $326.9K | 0.08% | +21+3.0% | Added |
| Zimmermann Investment Management & Planning LLC | 710 | $326.8K | 0.15% | +11+1.6% | Added |
| Atlantic Union Bankshares Corp | 709 | $326.4K | 0.03% | −125−15.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 708 | $325.9K | 0.12% | 00.0% | Unchanged |
| Navalign, LLC | 706 | $325.0K | 0.13% | −21−2.9% | Reduced |
| Equitable Trust Co | 704 | $324.1K | 0.02% | −203−22.4% | Reduced |
| Bouchey Financial Group Ltd | 704 | $324.0K | 0.04% | +31+4.6% | Added |
| LVW Advisors, LLC | 701 | $322.7K | 0.07% | −111−13.7% | Reduced |
| Triumph Capital Management | 701 | $322.7K | 0.15% | −439−38.5% | Reduced |
| Mathes Company, Inc. | 700 | $322.0K | 0.14% | +700 | New |
| Opal Wealth Advisors, LLC | 699 | $321.8K | 0.16% | +34+5.1% | Added |
| Truvestments Capital LLC | 697 | $321.1K | 0.16% | +33+5.0% | Added |
| Old North State Trust, LLC | 698 | $321.0K | 0.24% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 695 | $320.1K | 0.03% | +51+7.9% | Added |
| Echo Street Capital Management LLC | 695 | $320.0K | 0.00% | +695 | New |
| Romano Brothers and Company | 692 | $318.6K | 0.05% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 692 | $318.4K | 0.88% | 00.0% | Unchanged |
| Norwood Financial Corp | 690 | $317.7K | 0.48% | 00.0% | Unchanged |
| Quent Capital, LLC | 689 | $317.3K | 0.05% | +1+0.1% | Added |
| Elevated Capital Advisors, LLC | 685 | $315.5K | 0.10% | +63+10.1% | Added |
| Kaydan Wealth Management, Inc. | 685 | $315.4K | 0.13% | −19−2.7% | Reduced |
| Studio Investment Management LLC | 682 | $314.0K | 0.09% | +11+1.6% | Added |
| Birchcreek Wealth Management, LLC | 679 | $312.6K | 0.22% | −24−3.4% | Reduced |
| Marshall Financial Group LLC | 679 | $312.6K | 0.11% | +101+17.5% | Added |
| Hartline Investment Corp | 678 | $312.1K | 0.05% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 678 | $312.1K | 0.16% | +678 | New |
| Aveo Capital Partners, LLC | 677 | $311.7K | 0.04% | +41+6.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 675 | $310.8K | 0.10% | +221+48.7% | Added |
| Prelude Capital Management, LLC | 670 | $308.5K | 0.03% | −1−0.1% | Reduced |
| Talisman Wealth Advisors LLC | 669 | $307.8K | 0.53% | +1+0.1% | Added |
| Ingalls & Snyder LLC | 665 | $306.0K | 0.01% | 00.0% | Unchanged |
| Cedrus LLC | 664 | $305.7K | 0.22% | −39−5.5% | Reduced |
| Summit Wealth Partners, LLC | 663 | $305.0K | 0.08% | −2−0.3% | Reduced |
| Sather Financial Group Inc | 660 | $303.9K | 0.02% | −220−25.0% | Reduced |
| Well Done, LLC | 658 | $302.9K | 0.06% | −68−9.4% | Reduced |
| Howard Wealth Management, LLC | 658 | $302.9K | 0.26% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 658 | $302.9K | 0.22% | +272+70.5% | Added |
| Absher Wealth Management, LLC | 657 | $302.5K | 0.05% | −11−1.6% | Reduced |
| Westover Capital Advisors, LLC | 655 | $301.5K | 0.10% | −64−8.9% | Reduced |
| Riverview Trust Co | 655 | $301.5K | 0.27% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 655 | $301.5K | 0.12% | +655 | New |
| Adell Harriman & Carpenter Inc | 651 | $301.1K | 0.03% | −65−9.1% | Reduced |
| ICA Group Wealth Management, LLC | 654 | $301.1K | 0.08% | −2,100−76.3% | Reduced |
| Eqis Capital Management, Inc. | 653 | $300.5K | 0.03% | +653 | New |
| Cable Hill Partners, LLC | 652 | $300.3K | 0.04% | −106−14.0% | Reduced |
| Hilton Capital Management, LLC | 651 | $299.7K | 0.04% | +31+5.0% | Added |
| Matrix Private Capital Group LLC | 650 | $299.2K | 0.22% | −12−1.8% | Reduced |
| Ellevest, Inc. | 649 | $299.0K | 0.02% | +21+3.3% | Added |
| Cahaba Wealth Management, Inc. | 649 | $298.9K | 0.03% | −13−2.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 649 | $298.8K | 0.03% | −18−2.7% | Reduced |
| Personal Cfo Solutions, LLC | 646 | $297.6K | 0.06% | −97−13.1% | Reduced |
| Centiva Capital, LP | 645 | $296.9K | 0.02% | −37,326−98.3% | Reduced |
| Qtron Investments LLC | 645 | $296.9K | 0.06% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 645 | $296.9K | 0.25% | +645 | New |
| CarsonAllaria Wealth Management, Ltd. | 641 | $295.2K | 0.23% | +2+0.3% | Added |
| Argent Capital Management LLC | 640 | $294.6K | 0.01% | −30−4.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 640 | $294.6K | 0.03% | +5+0.8% | Added |
| McAdam, LLC | 638 | $293.6K | 0.02% | +88+16.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 640 | $293.0K | 0.01% | −82,660−99.2% | Reduced |
| Acas, LLC | 636 | $292.8K | 0.39% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 634 | $291.9K | 0.04% | −80−11.2% | Reduced |
| All Terrain Financial Advisors, LLC | 634 | $291.9K | 0.13% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 478 | $291.4K | 0.02% | −100−17.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 632 | $291.0K | 0.06% | −136−17.7% | Reduced |
| LMCG Investments, LLC | 632 | $291.0K | 0.02% | −5−0.8% | Reduced |
| First Interstate Bank | 630 | $290.0K | 0.02% | −55−8.0% | Reduced |
| ASB Consultores, LLC | 630 | $290.0K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 630 | $290.0K | 0.19% | −11−1.7% | Reduced |
| Janney Capital Management LLC | 630 | $290.0K | 0.02% | −1−0.2% | Reduced |
| Farmers National Bank | 629 | $289.6K | 0.10% | −39−5.8% | Reduced |
| Sandy Cove Advisors, LLC | 627 | $288.8K | 0.16% | +627 | New |
| Semus Wealth Partners LLC | 627 | $288.6K | 0.27% | 00.0% | Unchanged |
| Rock Creek Group, LP | 625 | $287.7K | 0.04% | +2+0.3% | Added |
| Dumont & Blake Investment Advisors LLC | 624 | $287.0K | 0.09% | +1+0.2% | Added |
| Osborne Partners Capital Management, LLC | 623 | $286.8K | 0.02% | −87−12.3% | Reduced |
| Spinnaker Trust | 623 | $286.8K | 0.02% | −27−4.2% | Reduced |
| Destiny Capital Corp | 623 | $286.8K | 0.22% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 623 | $286.8K | 0.02% | +8+1.3% | Added |
| Burke & Herbert Bank & Trust Co | 622 | $286.4K | 0.19% | 00.0% | Unchanged |
| Divergent Planning, LLC | 622 | $286.4K | 0.15% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 621 | $285.7K | 0.04% | −38−5.8% | Reduced |
| SNS Financial Group, LLC | 620 | $285.4K | 0.04% | −15−2.4% | Reduced |
| Madrona Financial Services, LLC | 619 | $285.0K | 0.14% | −40−6.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 618 | $284.5K | 0.03% | +14+2.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 617 | $284.1K | 0.13% | +1+0.2% | Added |
| Fort, L.P. | 617 | $284.1K | 0.75% | −54−8.0% | Reduced |
| Montz Harcus Wealth Management LLC | 614 | $282.7K | 0.23% | −3−0.5% | Reduced |
| Sage Capital Advisors,llc | 614 | $282.7K | 0.10% | −2−0.3% | Reduced |
| Touchstone Capital, Inc. | 613 | $282.2K | 0.30% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 610 | $280.9K | 0.14% | −15−2.4% | Reduced |
| Exchange Bank | 609 | $280.4K | 0.27% | +609 | New |
| Mayfair Advisory Group, LLC | 610 | $279.7K | 0.28% | −6−1.0% | Reduced |
| Collective Family Office LLC | 607 | $279.5K | 0.11% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 606 | $279.0K | 0.10% | +26+4.5% | Added |
| Advocate Group LLC | 605 | $278.5K | 0.06% | −81−11.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 605 | $278.5K | 0.18% | +605 | New |
| Rockland Trust Co | 603 | $277.6K | 0.02% | +28+4.9% | Added |
| Dakota Community Bank & Trust NA | 602 | $277.1K | 1.63% | −32−5.0% | Reduced |