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 |
|---|---|---|---|---|---|
| Altrius Capital Management Inc | 7,340 | $3.38M | 1.00% | +86+1.2% | Added |
| Hikari Power Ltd | 7,340 | $3.38M | 0.32% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7,317 | $3.37M | 0.48% | −5,257−41.8% | Reduced |
| Phoenix Holdings Ltd. | 7,317 | $3.37M | 0.07% | +4,650+174.4% | Added |
| Cordatus Wealth Management LLC | 7,317 | $3.37M | 1.27% | +7,317 | New |
| Navellier & Associates Inc | 7,311 | $3.37M | 0.66% | −81−1.1% | Reduced |
| Dean Investment Associates, LLC | 7,283 | $3.35M | 0.55% | +77+1.1% | Added |
| Smith, Salley & Associates | 7,251 | $3.34M | 0.25% | +31+0.4% | Added |
| AlphaStar Capital Management, LLC | 7,244 | $3.34M | 0.38% | −1,123−13.4% | Reduced |
| McGuire Investment Group, LLC | 7,240 | $3.33M | 0.62% | +391+5.7% | Added |
| Blue Fin Capital, Inc. | 7,209 | $3.32M | 0.95% | +10+0.1% | Added |
| Stratos Wealth Advisors, LLC | 7,191 | $3.31M | 0.23% | −97−1.3% | Reduced |
| James Investment Research Inc | 7,191 | $3.31M | 0.42% | +391+5.8% | Added |
| Red Door Wealth Management, LLC | 7,165 | $3.30M | 0.73% | +308+4.5% | Added |
| Resources Investment Advisors, LLC. | 7,165 | $3.30M | 0.07% | −45−0.6% | Reduced |
| Occudo Quantitative Strategies LP | 7,158 | $3.30M | 0.34% | +7,158 | New |
| Northwest Investment Counselors, LLC | 7,137 | $3.29M | 0.88% | +134+1.9% | Added |
| Global Retirement Partners, LLC | 7,125 | $3.28M | 0.16% | +665+10.3% | Added |
| Genus Capital Management Inc. | 7,115 | $3.28M | 0.48% | +7,115 | New |
| Engineers Gate Manager LP | 7,110 | $3.27M | 0.12% | −184−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,110 | $3.27M | 0.09% | −32−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,104 | $3.27M | 0.16% | −15−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 7,105 | $3.27M | 0.13% | +10.0% | Added |
| Princeton Global Asset Management LLC | 7,097 | $3.27M | 0.95% | −539−7.1% | Reduced |
| Gabelli Funds LLC | 7,090 | $3.26M | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 7,079 | $3.26M | 1.11% | +186+2.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,072 | $3.26M | 0.40% | −61−0.9% | Reduced |
| K.J. Harrison & Partners Inc | 7,074 | $3.24M | 0.59% | +5,000+241.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,039 | $3.24M | 0.11% | +208+3.0% | Added |
| Viking Fund Management LLC | 7,000 | $3.22M | 0.61% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $3.22M | 0.90% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 6,966 | $3.21M | 0.10% | +244+3.6% | Added |
| Johnson Financial Group, Inc. | 6,966 | $3.21M | 0.22% | +458+7.0% | Added |
| Kistler-Tiffany Companies, LLC | 6,961 | $3.20M | 0.52% | +4,974+250.3% | Added |
| Sawtooth Solutions, LLC | 6,912 | $3.18M | 0.09% | −2,532−26.8% | Reduced |
| Hall Capital Management Co Inc | 6,910 | $3.18M | 1.80% | +157+2.3% | Added |
| Pathstone Family Office, LLC | 6,782 | $3.18M | 0.05% | +319+4.9% | Added |
| Warther Private Wealth, LLC | 6,861 | $3.16M | 2.15% | −392−5.4% | Reduced |
| Leelyn Smith, LLC | 6,855 | $3.16M | 0.76% | −351−4.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 6,794 | $3.13M | 2.20% | −125−1.8% | Reduced |
| Virtu Financial LLC | 6,790 | $3.13M | 0.24% | −3,910−36.5% | Reduced |
| Caldwell Trust Co | 6,785 | $3.12M | 0.41% | −144−2.1% | Reduced |
| Metis Global Partners, LLC | 6,783 | $3.12M | 0.17% | −387−5.4% | Reduced |
| Advisory Research Inc | 6,757 | $3.11M | 0.40% | +212+3.2% | Added |
| Transamerica Financial Advisors, Inc. | 6,730 | $3.10M | 0.40% | −47−0.7% | Reduced |
| Change Path, LLC | 6,731 | $3.10M | 0.14% | +1,970+41.4% | Added |
| Resources Management Corp | 6,718 | $3.09M | 0.48% | +5,818+646.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,715 | $3.09M | 0.88% | −1,165−14.8% | Reduced |
| Scarborough Advisors, LLC | 6,688 | $3.08M | 0.74% | +22+0.3% | Added |
| Highland Capital Management, LLC | 6,676 | $3.07M | 0.20% | −47−0.7% | Reduced |
| Principle Wealth Partners LLC | 6,634 | $3.05M | 0.31% | +10.0% | Added |
| Exchange Capital Management, Inc. | 6,620 | $3.05M | 0.57% | +139+2.1% | Added |
| Nicholas Company, Inc. | 6,545 | $3.01M | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,518 | $3.00M | 0.17% | +3,193+96.0% | Added |
| Citizens Business Bank | 6,494 | $2.99M | 0.67% | +57+0.9% | Added |
| Edge Capital Group, LLC | 6,470 | $2.98M | 0.17% | +148+2.3% | Added |
| Trifecta Capital Advisors, LLC | 6,459 | $2.97M | 0.96% | +485+8.1% | Added |
| Daymark Wealth Partners, LLC | 6,447 | $2.97M | 0.22% | +2,815+77.5% | Added |
| Marino, Stram & Associates LLC | 6,434 | $2.96M | 0.84% | −59−0.9% | Reduced |
| Monument Capital Management | 6,434 | $2.96M | 0.94% | −454−6.6% | Reduced |
| Midwest Professional Planners, LTD. | 6,429 | $2.96M | 1.30% | +908+16.4% | Added |
| Wintrust Investments LLC | 6,426 | $2.96M | 0.30% | +462+7.7% | Added |
| Financial Advisory Service, Inc. | 6,402 | $2.95M | 0.37% | +594+10.2% | Added |
| Moloney Securities Asset Management, LLC | 6,401 | $2.95M | 0.52% | −18−0.3% | Reduced |
| Essex Financial Services, Inc. | 6,390 | $2.94M | 0.33% | −2,287−26.4% | Reduced |
| KCM Investment Advisors LLC | 6,358 | $2.93M | 0.12% | +214+3.5% | Added |
| J.W. Cole Advisors, Inc. | 6,355 | $2.93M | 0.21% | −919−12.6% | Reduced |
| Concentric Capital Strategies, LP | 6,344 | $2.92M | 0.63% | +6,344 | New |
| McDonough Capital Management, Inc | 6,326 | $2.91M | 2.68% | +369+6.2% | Added |
| Kensington Investment Counsel, LLC | 6,315 | $2.91M | 1.84% | +724+12.9% | Added |
| Greenland Capital Management LP | 6,300 | $2.90M | 0.42% | −8,950−58.7% | Reduced |
| Cunning Capital Partners, LP | 0 | $2.90M | 1.84% | −6,300−100.0% | Reduced |
| Icon Wealth Partners, LLC | 6,293 | $2.90M | 0.31% | −1,461−18.8% | Reduced |
| Permanens Capital L.P. | 6,270 | $2.89M | 0.66% | +6,270 | New |
| Abbot Financial Management, Inc. | 6,267 | $2.89M | 1.85% | −176−2.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,246 | $2.88M | 0.22% | −45−0.7% | Reduced |
| Whittier Trust Co | 6,240 | $2.87M | 0.05% | −30.0% | Reduced |
| Bancreek Capital Management, LP | 6,218 | $2.86M | 2.18% | +46+0.7% | Added |
| Aureus Asset Management, LLC | 6,200 | $2.85M | 0.21% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 6,200 | $2.85M | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,158 | $2.83M | 0.26% | −4,180−40.4% | Reduced |
| Harbor Capital Advisors, Inc. | 6,149 | $2.83M | 0.57% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 6,144 | $2.83M | 0.51% | +75+1.2% | Added |
| Leonteq Securities AG | 6,141 | $2.83M | 0.29% | −9,065−59.6% | Reduced |
| Wright Investors Service Inc | 6,112 | $2.81M | 0.79% | −567−8.5% | Reduced |
| IHT Wealth Management, LLC | 6,108 | $2.81M | 0.15% | +334+5.8% | Added |
| Wetherby Asset Management Inc | 6,107 | $2.81M | 0.15% | −96−1.5% | Reduced |
| GSB Wealth Management, LLC | 6,103 | $2.81M | 0.91% | +262+4.5% | Added |
| TCG Advisory Services, LLC | 6,102 | $2.81M | 0.48% | +743+13.9% | Added |
| Archer Investment Corp | 6,098 | $2.81M | 1.00% | −309−4.8% | Reduced |
| Blue Chip Partners, Inc. | 6,089 | $2.80M | 0.32% | +56+0.9% | Added |
| Boston Private Wealth LLC | 6,052 | $2.79M | 0.05% | −1,059−14.9% | Reduced |
| Ascension Asset Management LLC | 6,005 | $2.76M | 1.69% | +6,005 | New |
| Great Lakes Retirement, Inc. | 5,993 | $2.76M | 0.49% | −21−0.3% | Reduced |
| MV Capital Management, Inc. | 5,962 | $2.74M | 0.36% | −1,153−16.2% | Reduced |
| Tealwood Asset Management Inc | 5,942 | $2.74M | 1.33% | −63−1.0% | Reduced |
| Summit Global Investments | 5,914 | $2.72M | 0.18% | +1,983+50.4% | Added |
| Tower Bridge Advisors | 5,907 | $2.72M | 0.25% | +65+1.1% | Added |
| EHP Funds Inc. | 5,900 | $2.72M | 0.77% | −2,400−28.9% | Reduced |
| Capital Planning Advisors, LLC | 5,895 | $2.71M | 0.55% | −10−0.2% | Reduced |