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, Q3 2023
Institutional positions in Lockheed Martin Corp as of Sep 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
- 2,266
- −11 vs. Q2 2023
- Shares held
- 183.2M
- −3.25M (−1.7%) vs. Q2 2023
- Total value
- $74.9B
- −$10.8B (−12.6%) vs. Q2 2023
- New holders
- 134
- 938 more added
- Sold out
- 145
- 867 more reduced
31 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 1,727 | $706.3K | 0.02% | −117−6.3% | Reduced |
| Corton Capital Inc. | 1,729 | $707.1K | 0.36% | +142+8.9% | Added |
| Benchmark Investment Advisors LLC | 1,734 | $709.1K | 0.72% | +46+2.7% | Added |
| Cadinha & Co LLC | 1,734 | $709.1K | 0.16% | −29,986−94.5% | Reduced |
| Kathmere Capital Management, LLC | 1,736 | $710.0K | 0.11% | −54−3.0% | Reduced |
| Park Edge Advisors, LLC | 1,736 | $710.0K | 0.26% | −79−4.4% | Reduced |
| Advisory Alpha, LLC | 1,737 | $710.6K | 0.04% | +211+13.8% | Added |
| Monarch Capital Management Inc | 1,743 | $712.8K | 0.23% | +19+1.1% | Added |
| Chicago Partners Investment Group LLC | 1,599 | $713.5K | 0.04% | +77+5.1% | Added |
| Financial Planning & Information Services, Inc. | 1,745 | $713.6K | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,746 | $714.2K | 0.05% | +26+1.5% | Added |
| Norris Financial Group, LLC | 1,752 | $716.5K | 0.50% | −30−1.7% | Reduced |
| Prio Wealth Limited Partnership | 1,757 | $718.5K | 0.03% | +22+1.3% | Added |
| Schnieders Capital Management LLC | 1,762 | $720.6K | 0.16% | +160+10.0% | Added |
| Goldstein Advisors, LLC | 1,763 | $721.0K | 0.15% | +73+4.3% | Added |
| TCI Wealth Advisors, Inc. | 1,765 | $721.8K | 0.09% | +259+17.2% | Added |
| Fortis Capital Management LLC | 1,768 | $723.0K | 0.23% | +1,768 | New |
| FinTrust Capital Advisors, LLC | 1,772 | $724.6K | 0.16% | +9+0.5% | Added |
| Helen Stephens Group, LLC | 1,780 | $727.9K | 0.38% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,780 | $728.0K | 0.76% | +207+13.2% | Added |
| Wealth Management Associates, Inc. | 1,783 | $729.2K | 0.43% | +7+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,785 | $730.0K | 0.29% | +1,180+195.0% | Added |
| Telos Capital Management, Inc. | 1,785 | $730.1K | 0.10% | +381+27.1% | Added |
| Syon Capital LLC | 1,796 | $734.3K | 0.09% | +1,796 | New |
| MWA Asset Management | 1,798 | $735.3K | 0.71% | +1,798 | New |
| MidWestOne Financial Group, Inc. | 1,798 | $735.3K | 0.17% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,799 | $735.7K | 0.26% | +18+1.0% | Added |
| Echo Street Capital Management LLC | 1,799 | $735.7K | 0.01% | +1,104+158.8% | Added |
| FNY Investment Advisers, LLC | 1,800 | $736.0K | 0.44% | +1,800 | New |
| Wulff, Hansen & Co. | 1,800 | $736.1K | 0.86% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,800 | $736.1K | 0.61% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,802 | $737.0K | 0.12% | −35−1.9% | Reduced |
| Ausdal Financial Partners, Inc. | 1,805 | $738.3K | 0.10% | −73−3.9% | Reduced |
| Gilman Hill Asset Management, LLC | 1,807 | $739.0K | 0.15% | +35+2.0% | Added |
| AMG National Trust Bank | 1,810 | $740.2K | 0.03% | −24−1.3% | Reduced |
| Patron Partners Advisors, LLC | 1,819 | $743.9K | 0.55% | +34+1.9% | Added |
| Omnia Family Wealth, LLC | 1,822 | $745.1K | 0.46% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,828 | $747.6K | 0.81% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,829 | $748.0K | 0.07% | +140+8.3% | Added |
| Geller Advisors LLC | 1,835 | $750.4K | 0.09% | −57−3.0% | Reduced |
| Gulf International Bank (UK) Ltd | 1,839 | $752.0K | 0.02% | −317−14.7% | Reduced |
| KC Investment Advisors, LLC | 1,840 | $752.5K | 0.49% | +88+5.0% | Added |
| Hudock, Inc. | 1,841 | $753.2K | 0.18% | +74+4.2% | Added |
| NorthRock Partners, LLC | 1,845 | $754.4K | 0.08% | +491+36.3% | Added |
| Sanders Morris Harris LLC | 1,854 | $756.3K | 0.16% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,873 | $756.7K | 0.75% | +14+0.8% | Added |
| Westpac Banking Corp | 1,854 | $758.2K | 0.06% | +870+88.4% | Added |
| Karpas Strategies, LLC | 1,859 | $760.1K | 0.28% | +5+0.3% | Added |
| Walker Asset Management, LLC | 1,861 | $761.0K | 0.68% | −9−0.5% | Reduced |
| West Paces Advisors Inc. | 1,866 | $763.1K | 0.24% | +4+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,867 | $763.5K | 0.26% | −125−6.3% | Reduced |
| Stony Point Wealth Management Inc. | 1,754 | $765.7K | 0.40% | −25−1.4% | Reduced |
| Gamco Investors, Inc. Et Al | 1,878 | $768.0K | 0.01% | +102+5.7% | Added |
| SOL Capital Management CO | 1,883 | $770.0K | 0.12% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,883 | $770.1K | 0.07% | +158+9.2% | Added |
| City State Bank | 1,886 | $771.0K | 0.42% | +175+10.2% | Added |
| Cornerstone Capital, Inc. | 1,890 | $772.9K | 0.09% | 00.0% | Unchanged |
| STAR Financial Bank | 1,891 | $773.3K | 0.79% | −153−7.5% | Reduced |
| Toews Corp | 1,900 | $777.0K | 0.47% | +1,900 | New |
| MONECO Advisors, LLC | 1,901 | $777.4K | 0.21% | −63−3.2% | Reduced |
| DeDora Capital, Inc. | 1,902 | $777.9K | 0.31% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,900 | $778.0K | 0.31% | −100−5.0% | Reduced |
| SPC Financial, Inc. | 1,907 | $779.7K | 0.09% | +10+0.5% | Added |
| Wealth Quarterback LLC | 1,910 | $781.0K | 0.68% | +1,326+227.1% | Added |
| Pioneer Trust Bank N A | 1,920 | $785.2K | 0.26% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,921 | $785.7K | 0.33% | +15+0.8% | Added |
| SWMG, LLC | 1,925 | $787.2K | 0.41% | +479+33.1% | Added |
| Titleist Asset Management, LLC | 1,929 | $788.7K | 0.16% | +101+5.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $789.0K | 0.09% | −16−0.8% | Reduced |
| Texas Capital Bancshares Inc | 1,931 | $789.7K | 0.44% | −33−1.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,932 | $790.0K | 0.16% | −14−0.7% | Reduced |
| Clarius Group, LLC | 1,934 | $790.9K | 0.08% | −525−21.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,938 | $792.6K | 0.09% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,939 | $793.1K | 0.42% | −25−1.3% | Reduced |
| Park Place Capital Corp | 1,941 | $793.9K | 0.23% | +104+5.7% | Added |
| Harbour Capital Advisors, LLC | 1,943 | $794.6K | 0.24% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,952 | $797.9K | 0.08% | +291+17.5% | Added |
| Stokes Family Office, LLC | 1,952 | $798.3K | 0.09% | −942−32.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,958 | $800.7K | 0.13% | −217−10.0% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,962 | $802.4K | 0.77% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,965 | $803.6K | 0.14% | +4+0.2% | Added |
| AXA S.A. | 1,966 | $804.0K | 0.00% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,967 | $805.2K | 0.23% | +1,093+125.1% | Added |
| First PREMIER Bank | 1,978 | $808.0K | 0.25% | −35−1.7% | Reduced |
| Ethos Financial Group, LLC | 1,977 | $808.6K | 0.21% | −11−0.6% | Reduced |
| Graypoint LLC | 1,978 | $809.1K | 0.08% | +358+22.1% | Added |
| WP Advisors, LLC | 1,979 | $809.3K | 0.34% | +14+0.7% | Added |
| Burns J W & Co Inc | 1,980 | $809.7K | 0.13% | −2−0.1% | Reduced |
| Hunter Associates Investment Management LLC | 1,986 | $812.0K | 0.17% | −10−0.5% | Reduced |
| Range Financial Group LLC | 1,992 | $814.6K | 0.54% | +1,019+104.7% | Added |
| Verus Capital Partners, LLC | 1,992 | $814.8K | 0.11% | +411+26.0% | Added |
| Texas Yale Capital Corp. | 1,998 | $817.3K | 0.04% | +19+1.0% | Added |
| Bayesian Capital Management, LP | 2,000 | $817.9K | 0.09% | −1,872−48.3% | Reduced |
| Opus Investment Management Inc | 2,000 | $817.9K | 0.50% | −1,500−42.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,000 | $817.9K | 0.18% | +90+4.7% | Added |
| Longfellow Investment Management Co LLC | 2,013 | $823.2K | 0.22% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,013 | $823.2K | 0.19% | +24+1.2% | Added |
| Retirement Guys Formula LLC | 2,018 | $825.1K | 0.57% | +604+42.7% | Added |
| Northern Financial Advisors Inc | 2,019 | $825.7K | 0.76% | +1,206+148.3% | Added |
| McDonald Partners LLC | 2,026 | $828.4K | 0.27% | +150+8.0% | Added |