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; 2,796 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
- 2,309
- +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
- 932 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 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 30,804 | $14.2M | 0.17% | −13,332−30.2% | Reduced |
| Anchor Capital Advisors LLC | 30,750 | $14.2M | 0.37% | +57+0.2% | Added |
| Pinnacle Associates Ltd | 30,634 | $14.1M | 0.24% | −59−0.2% | Reduced |
| Rafferty Asset Management, LLC | 30,633 | $14.1M | 0.08% | −4,366−12.5% | Reduced |
| Atria Wealth Solutions, Inc. | 30,566 | $14.1M | 0.19% | +783+2.6% | Added |
| ProVise Management Group, LLC | 30,128 | $13.9M | 1.26% | −5,775−16.1% | Reduced |
| United Capital Financial Advisers, LLC | 29,838 | $13.7M | 0.07% | −3,959−11.7% | Reduced |
| Mackenzie Financial Corp | 29,598 | $13.7M | 0.02% | +5,663+23.7% | Added |
| CIBC World Markets Inc. | 29,697 | $13.7M | 0.05% | +1,286+4.5% | Added |
| Thrivent Financial for Lutherans | 29,553 | $13.6M | 0.03% | +4,272+16.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 29,158 | $13.4M | 3.93% | −142−0.5% | Reduced |
| Payden & Rygel | 28,920 | $13.3M | 0.94% | +28,180+3,808.1% | Added |
| Buckingham Strategic Wealth, LLC | 28,886 | $13.3M | 0.19% | +3,488+13.7% | Added |
| American National Bank | 28,354 | $13.1M | 2.20% | +4,723+20.0% | Added |
| NewEdge Wealth, LLC | 28,305 | $13.0M | 0.44% | +1,149+4.2% | Added |
| Kiltearn Partners LLP | 28,300 | $13.0M | 0.95% | −22,800−44.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 28,266 | $13.0M | 0.48% | +337+1.2% | Added |
| Advisory Services Network, LLC | 28,132 | $13.0M | 0.35% | −2,432−8.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,986 | $12.9M | 0.25% | +9,062+47.9% | Added |
| Strategy Asset Managers LLC | 27,942 | $12.9M | 2.86% | +1,527+5.8% | Added |
| Gotham Asset Management, LLC | 27,588 | $12.7M | 0.28% | +6,003+27.8% | Added |
| Trexquant Investment LP | 27,363 | $12.6M | 0.33% | −9,979−26.7% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 27,342 | $12.6M | 0.08% | +526+2.0% | Added |
| Cullinan Associates Inc | 27,198 | $12.5M | 0.69% | +4,206+18.3% | Added |
| Bogart Wealth, LLC | 27,145 | $12.5M | 0.79% | +35+0.1% | Added |
| Cantor Fitzgerald, L. P. | 27,129 | $12.5M | 0.29% | −40.0% | Reduced |
| Raymond James Trust N.A. | 27,087 | $12.5M | 0.36% | −31−0.1% | Reduced |
| Core Alternative Capital | 26,906 | $12.4M | 1.82% | −3,925−12.7% | Reduced |
| Regions Financial Corp | 26,889 | $12.4M | 0.11% | −953−3.4% | Reduced |
| Leavell Investment Management, Inc. | 26,736 | $12.3M | 0.84% | +81+0.3% | Added |
| Czech National Bank | 26,683 | $12.3M | 0.28% | −84−0.3% | Reduced |
| Quadrature Capital Ltd | 26,630 | $12.3M | 0.27% | +16,103+153.0% | Added |
| FineMark National Bank & Trust | 26,626 | $12.3M | 0.50% | −290−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 25,051 | $12.2M | 0.12% | −2,228−8.2% | Reduced |
| Bard Financial Services, Inc. | 26,544 | $12.2M | 0.94% | −350−1.3% | Reduced |
| CIBC World Markets Corp | 26,406 | $12.2M | 0.10% | +14,916+129.8% | Added |
| Vantage Investment Partners, LLC | 26,369 | $12.1M | 1.57% | +217+0.8% | Added |
| LVM Capital Management Ltd | 26,215 | $12.1M | 1.61% | +3,060+13.2% | Added |
| Cubist Systematic Strategies, LLC | 26,191 | $12.1M | 0.13% | −43,719−62.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 26,141 | $12.0M | 0.19% | +3,614+16.0% | Added |
| Pictet Asset Management SA | 26,004 | $12.0M | 0.01% | −320−1.2% | Reduced |
| Grassi Investment Management | 25,992 | $12.0M | 1.32% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 25,879 | $11.9M | 0.64% | −1,099−4.1% | Reduced |
| Shelton Capital Management | 25,799 | $11.9M | 0.43% | +6,285+32.2% | Added |
| Bradley Foster & Sargent Inc | 25,592 | $11.8M | 0.25% | +231+0.9% | Added |
| Apriem Advisors | 25,589 | $11.8M | 1.77% | +52+0.2% | Added |
| Tamar Securities, LLC | 25,336 | $11.7M | 2.87% | +1,923+8.2% | Added |
| Wolverine Trading, LLC | 25,428 | $11.6M | 0.16% | +11,675+84.9% | Added |
| Burney Co | 25,178 | $11.6M | 0.53% | +374+1.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 25,011 | $11.5M | 0.44% | +2,949+13.4% | Added |
| Nikko Asset Management Americas, Inc. | 24,935 | $11.5M | 0.12% | −1,254−4.8% | Reduced |
| CTC LLC | 24,693 | $11.4M | 0.15% | +24,693 | New |
| Heritage Investors Management Corp | 24,520 | $11.3M | 0.45% | −371−1.5% | Reduced |
| Yousif Capital Management, LLC | 24,384 | $11.2M | 0.14% | +677+2.9% | Added |
| Old West Investment Management, LLC | 24,225 | $11.2M | 5.84% | −6,670−21.6% | Reduced |
| South Street Advisors LLC | 24,094 | $11.1M | 2.20% | −2,552−9.6% | Reduced |
| Wealthfront Advisers LLC | 24,044 | $11.1M | 0.05% | −2,707−10.1% | Reduced |
| Nissay Asset Management Corp | 23,926 | $11.0M | 0.10% | −1,870−7.2% | Reduced |
| Massmutual Trust Co FSB | 23,458 | $10.8M | 0.39% | −400−1.7% | Reduced |
| Independent Advisor Alliance | 23,152 | $10.7M | 0.47% | −408−1.7% | Reduced |
| Great Valley Advisor Group, Inc. | 23,061 | $10.6M | 0.44% | +2,244+10.8% | Added |
| Brookstone Capital Management | 22,752 | $10.4M | 0.21% | +3,512+18.3% | Added |
| SG Americas Securities, LLC | 22,635 | $10.4M | 0.09% | +16,804+288.2% | Added |
| Morgan Dempsey Capital Management LLC | 22,503 | $10.4M | 2.96% | +2,405+12.0% | Added |
| Buckhead Capital Management LLC | 22,470 | $10.3M | 2.46% | −211−0.9% | Reduced |
| United Asset Strategies, Inc. | 22,259 | $10.2M | 1.28% | −136−0.6% | Reduced |
| TruWealth Advisors, LLC | 22,252 | $10.2M | 0.88% | +194+0.9% | Added |
| Jaffetilchin Investment Partners, LLC | 22,057 | $10.2M | 1.07% | +321+1.5% | Added |
| Clear Street LLC | 22,000 | $10.1M | 0.24% | +22,000 | New |
| Equitable Holdings, Inc. | 21,843 | $10.1M | 0.14% | +1,903+9.5% | Added |
| Johnson Investment Counsel Inc | 21,828 | $10.0M | 0.12% | −259−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 21,605 | $9.95M | 4.33% | −198−0.9% | Reduced |
| Public Sector Pension Investment Board | 21,583 | $9.94M | 0.07% | −3,416−13.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 21,531 | $9.91M | 1.57% | −635−2.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 21,490 | $9.89M | 1.06% | −277−1.3% | Reduced |
| South Dakota Investment Council | 21,480 | $9.89M | 0.21% | −2,995−12.2% | Reduced |
| Davenport & Co LLC | 21,403 | $9.85M | 0.07% | +293+1.4% | Added |
| Norinchukin Bank, The | 21,329 | $9.82M | 0.16% | +6,214+41.1% | Added |
| Greystone Financial Group, LLC | 21,041 | $9.69M | 2.25% | +1,616+8.3% | Added |
| Wills Financial Group, Inc. | 20,843 | $9.60M | 4.87% | +374+1.8% | Added |
| Sit Investment Associates Inc | 20,786 | $9.57M | 0.25% | +11,860+132.9% | Added |
| Peapack Gladstone Financial Corp | 20,746 | $9.55M | 0.17% | +554+2.7% | Added |
| Tufton Capital Management | 20,712 | $9.54M | 2.06% | −905−4.2% | Reduced |
| Atria Investments LLC | 20,692 | $9.52M | 0.17% | +434+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 20,626 | $9.49M | 0.09% | −1,827−8.1% | Reduced |
| Janus Henderson Group PLC | 20,613 | $9.49M | 0.01% | −1,192−5.5% | Reduced |
| British Columbia Investment Management Corp | 20,595 | $9.48M | 0.09% | −453−2.2% | Reduced |
| Valley National Advisers Inc | 20,521 | $9.45M | 1.59% | −1,244−5.7% | Reduced |
| Private Capital Advisors, Inc. | 20,522 | $9.45M | 1.55% | −725−3.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,318 | $9.35M | 0.14% | +759+3.9% | Added |
| Amundi | 20,091 | $9.29M | 0.00% | −571−2.8% | Reduced |
| Central Trust Co | 20,063 | $9.24M | 0.26% | −118−0.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,990 | $9.20M | 0.89% | −108−0.5% | Reduced |
| New England Asset Management Inc | 19,815 | $9.12M | 1.32% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 19,785 | $9.11M | 0.78% | +10,682+117.3% | Added |
| Mastrapasqua Asset Management Inc | 19,669 | $9.05M | 1.02% | −88−0.4% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 19,586 | $9.02M | 5.56% | +574+3.0% | Added |
| Biondo Investment Advisors, LLC | 19,546 | $9.00M | 1.66% | +74+0.4% | Added |
| Jackson Wealth Management, LLC | 19,509 | $8.98M | 1.32% | +19,509 | New |
| Novare Capital Management LLC | 19,251 | $8.86M | 0.95% | −902−4.5% | Reduced |