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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 1,887 | $832.5K | 0.05% | +477+33.8% | Added |
| Rockingstone Advisors LLC | 2,045 | $836.3K | 0.46% | +121+6.3% | Added |
| Strategic Advisors LLC | 2,051 | $838.8K | 0.17% | −32−1.5% | Reduced |
| ORG Partners LLC | 2,048 | $839.1K | 0.25% | +41+2.0% | Added |
| Verity Asset Management, Inc. | 2,053 | $839.8K | 0.62% | +26+1.3% | Added |
| Washington Trust Bank | 2,054 | $840.0K | 0.09% | +235+12.9% | Added |
| T. Rowe Price Investment Management, Inc. | 2,057 | $842.0K | 0.00% | +1,617+367.5% | Added |
| TL Private Wealth | 1,935 | $844.7K | 0.48% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,069 | $846.2K | 1.24% | +802+63.3% | Added |
| Trust Co | 2,076 | $849.0K | 0.14% | +596+40.3% | Added |
| PFG Investments, LLC | 2,080 | $850.5K | 0.16% | +16+0.8% | Added |
| Gables Capital Management Inc. | 2,081 | $851.0K | 0.59% | 00.0% | Unchanged |
| Williams Financial, LLC | 2,084 | $852.3K | 0.65% | +45+2.2% | Added |
| Ropes Wealth Advisors LLC | 2,085 | $852.7K | 0.17% | −9−0.4% | Reduced |
| Crawford Investment Counsel Inc | 2,088 | $853.9K | 0.02% | −91−4.2% | Reduced |
| Keystone Financial Planning, Inc. | 2,090 | $854.7K | 0.30% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,090 | $854.7K | 0.73% | +876+72.2% | Added |
| Essex Savings Bank | 2,094 | $856.3K | 0.29% | −12−0.6% | Reduced |
| Pitcairn Co | 2,098 | $858.0K | 0.07% | −448−17.6% | Reduced |
| Monument Capital Management | 2,105 | $860.7K | 0.29% | −4,329−67.3% | Reduced |
| Chelsea Counsel Co | 2,107 | $861.7K | 0.44% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,979 | $863.9K | 0.09% | −577−22.6% | Reduced |
| Morningstar Investment Management LLC | 2,112 | $864.0K | 0.12% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 2,116 | $865.4K | 0.20% | −25−1.2% | Reduced |
| Stiles Financial Services Inc | 2,117 | $865.9K | 0.45% | +1,007+90.7% | Added |
| Dana Investment Advisors, Inc. | 2,118 | $866.2K | 0.04% | +71+3.5% | Added |
| Wescott Financial Advisory Group, LLC | 2,121 | $867.4K | 0.16% | −3−0.1% | Reduced |
| Monograph Wealth Advisors, LLC | 2,130 | $870.9K | 0.17% | +388+22.3% | Added |
| Accurate Wealth Management, LLC | 1,979 | $873.0K | 0.27% | +92+4.9% | Added |
| Oak Thistle LLC | 2,143 | $876.4K | 0.26% | +852+66.0% | Added |
| GoalVest Advisory LLC | 2,149 | $878.9K | 0.44% | +185+9.4% | Added |
| Knoll Capital Management, LLC | 2,150 | $879.3K | 0.91% | +2,150 | New |
| RKL Wealth Management LLC | 2,152 | $880.1K | 0.11% | −100−4.4% | Reduced |
| Capital Asset Advisory Services LLC | 2,040 | $890.6K | 0.06% | −43−2.1% | Reduced |
| IMS Capital Management | 2,179 | $891.1K | 0.53% | +40+1.9% | Added |
| Chesley Taft & Associates LLC | 2,186 | $894.0K | 0.06% | −30−1.4% | Reduced |
| Founders Financial Securities LLC | 2,202 | $900.4K | 0.12% | −13−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,212 | $904.6K | 0.13% | −87−3.8% | Reduced |
| Investment Partners, Ltd. | 2,213 | $904.9K | 0.48% | +9+0.4% | Added |
| Garrett Wealth Advisory Group, LLC | 2,215 | $905.9K | 0.41% | +6+0.3% | Added |
| Rogco, LP | 2,229 | $911.6K | 0.45% | +2,229 | New |
| Acima Private Wealth, LLC | 2,231 | $912.4K | 0.41% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 2,231 | $912.4K | 0.38% | +115+5.4% | Added |
| Union Savings Bank | 2,232 | $912.8K | 0.57% | +31+1.4% | Added |
| CRA Financial Services, LLC | 2,237 | $914.8K | 0.25% | −33−1.5% | Reduced |
| Traphagen Investment Advisors LLC | 2,239 | $915.6K | 0.12% | +10.0% | Added |
| NEOS Investment Management LLC | 2,244 | $917.7K | 0.12% | +2,244 | New |
| Wagner Wealth Management, LLC | 2,248 | $919.5K | 0.34% | +10.0% | Added |
| Marcum Wealth, LLC | 2,264 | $926.0K | 0.11% | −112−4.7% | Reduced |
| Virtue Capital Management, LLC | 2,002 | $926.5K | 0.16% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,267 | $927.2K | 0.44% | −6−0.3% | Reduced |
| Focus Financial Network, Inc. | 2,267 | $927.2K | 0.05% | −113−4.7% | Reduced |
| Patten & Patten Inc | 2,272 | $929.0K | 0.08% | −16−0.7% | Reduced |
| Aspen Investment Management Inc | 2,279 | $932.0K | 0.56% | −166−6.8% | Reduced |
| Baldwin Investment Management, LLC | 2,300 | $940.6K | 0.16% | +745+47.9% | Added |
| Allen Capital Group, LLC | 2,308 | $941.1K | 0.17% | −83−3.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,110 | $941.1K | 0.45% | +146+7.4% | Added |
| South State Corp. | 2,305 | $942.7K | 0.09% | −40−1.7% | Reduced |
| XR Securities LLC | 2,307 | $943.5K | 1.30% | +823+55.5% | Added |
| Loudon Investment Management, LLC | 2,309 | $944.3K | 0.65% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,310 | $944.7K | 0.24% | −25−1.1% | Reduced |
| TCTC Holdings, LLC | 2,320 | $948.8K | 0.04% | +34+1.5% | Added |
| RMB Capital Management, LLC | 2,320 | $948.9K | 0.03% | +14+0.6% | Added |
| DB Fitzpatrick & Co, Inc | 2,321 | $949.2K | 1.01% | +61+2.7% | Added |
| Wendell David Associates Inc | 2,323 | $950.0K | 0.11% | +2,323 | New |
| WSFS Capital Management, LLC | 2,324 | $950.4K | 0.06% | +602+35.0% | Added |
| Avidian Wealth Solutions, LLC | 2,327 | $951.6K | 0.07% | −120−4.9% | Reduced |
| RDA Financial Network | 2,329 | $952.5K | 0.41% | +83+3.7% | Added |
| Catalyst Capital Advisors LLC | 2,335 | $954.9K | 0.03% | −324−12.2% | Reduced |
| MBM Wealth Consultants, LLC | 2,169 | $956.4K | 0.42% | +273+14.4% | Added |
| Mountain Capital Investment Advisors, Inc | 2,153 | $957.7K | 0.36% | −2,102−49.4% | Reduced |
| Concord Asset Management, LLC | 2,349 | $960.5K | 0.32% | +1,840+361.5% | Added |
| Covenant Partners, LLC | 2,358 | $964.3K | 0.35% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 2,359 | $964.8K | 0.34% | +934+65.5% | Added |
| Matrix Trust Co | 2,381 | $974.0K | 0.25% | −592−19.9% | Reduced |
| Eads & Heald Wealth Management | 2,390 | $977.0K | 0.51% | −75−3.0% | Reduced |
| Axq Capital, LP | 2,400 | $981.5K | 0.35% | +2,400 | New |
| Legacy Financial Advisors, Inc. | 2,402 | $982.2K | 0.20% | −53−2.2% | Reduced |
| Strategic Wealth Designers | 2,405 | $983.5K | 0.18% | −25−1.0% | Reduced |
| Fairfield, Bush & Co. | 2,410 | $985.8K | 0.64% | 00.0% | Unchanged |
| Charter Trust Co | 2,418 | $988.9K | 0.08% | +316+15.0% | Added |
| Cigna Investments Inc | 2,419 | $989.0K | 0.23% | −333−12.1% | Reduced |
| Mendel Capital Management LLC | 2,420 | $989.8K | 0.81% | −3−0.1% | Reduced |
| Symphony Financial, Ltd. Co. | 2,429 | $990.7K | 0.24% | +63+2.7% | Added |
| Los Angeles Capital Management LLC | 2,424 | $991.3K | 0.00% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,433 | $995.1K | 0.46% | +2,433 | New |
| Wealthspire Advisors, LLC | 2,435 | $995.7K | 0.02% | +506+26.2% | Added |
| Ancora Advisors, LLC | 2,471 | $1.01M | 0.03% | −55−2.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,477 | $1.01M | 0.01% | −113−4.4% | Reduced |
| Magnetar Financial LLC | 2,485 | $1.02M | 0.03% | +2,485 | New |
| Washington Capital Management Inc | 2,490 | $1.02M | 0.94% | −10−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,500 | $1.02M | 0.50% | −328−11.6% | Reduced |
| Moneta Group Investment Advisors LLC | 2,505 | $1.02M | 0.02% | +17+0.7% | Added |
| Continuum Advisory, LLC | 2,510 | $1.03M | 0.16% | −84−3.2% | Reduced |
| BigSur Wealth Management LLC | 2,510 | $1.03M | 0.52% | −200−7.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,513 | $1.03M | 0.29% | +13+0.5% | Added |
| Callahan Advisors, LLC | 2,519 | $1.03M | 0.13% | −296−10.5% | Reduced |
| Howe & Rusling Inc | 2,529 | $1.03M | 0.12% | −25−1.0% | Reduced |
| My Legacy Advisors, LLC | 2,306 | $1.04M | 0.42% | −20−0.9% | Reduced |
| Symmetry Partners, LLC | 2,537 | $1.04M | 0.06% | −1,270−33.4% | Reduced |