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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 2,540 | $1.04M | 0.02% | −246−8.8% | Reduced |
| Patten Group, Inc. | 2,541 | $1.04M | 0.31% | +56+2.3% | Added |
| Tandem Capital Management Corp | 2,542 | $1.04M | 0.71% | −489−16.1% | Reduced |
| Hoey Investments, Inc | 2,548 | $1.04M | 0.35% | +50+2.0% | Added |
| Vicus Capital | 2,556 | $1.05M | 0.11% | +345+15.6% | Added |
| Edgestream Partners, L.P. | 2,557 | $1.05M | 0.08% | +1,514+145.2% | Added |
| Bryn Mawr Trust Co | 2,563 | $1.05M | 0.05% | −27−1.0% | Reduced |
| Sippican Capital Advisors | 2,573 | $1.05M | 0.97% | +4+0.2% | Added |
| Profund Advisors LLC | 2,587 | $1.06M | 0.06% | −118−4.4% | Reduced |
| Strategic Blueprint, LLC | 2,590 | $1.06M | 0.10% | −196−7.0% | Reduced |
| First Hawaiian Bank | 2,590 | $1.06M | 0.04% | −817−24.0% | Reduced |
| Fiduciary Group LLC | 2,597 | $1.06M | 0.14% | +285+12.3% | Added |
| Kovack Advisors, Inc. | 2,613 | $1.07M | 0.15% | −276−9.6% | Reduced |
| Inceptionr LLC | 2,617 | $1.07M | 0.61% | +188+7.7% | Added |
| Marks Group Wealth Management, Inc | 2,618 | $1.07M | 0.13% | −212−7.5% | Reduced |
| Purus Wealth Management, LLC | 2,623 | $1.07M | 0.72% | +44+1.7% | Added |
| Nicholas Hoffman & Company, LLC. | 2,644 | $1.08M | 0.08% | +227+9.4% | Added |
| First Western Trust Bank | 2,666 | $1.09M | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 2,683 | $1.10M | 0.26% | −106−3.8% | Reduced |
| Peoples Financial Services Corp. | 2,684 | $1.10M | 0.52% | −25−0.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,684 | $1.10M | 0.90% | +94+3.6% | Added |
| Veracity Capital LLC | 2,691 | $1.10M | 0.51% | −2,031−43.0% | Reduced |
| Argent Advisors, Inc. | 2,717 | $1.11M | 0.51% | +33+1.2% | Added |
| Verdence Capital Advisors LLC | 2,718 | $1.11M | 0.12% | +490+22.0% | Added |
| Lester Murray Antman dba SimplyRich | 2,721 | $1.11M | 0.54% | −9−0.3% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $1.11M | 0.72% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,720 | $1.11M | 0.71% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 2,720 | $1.11M | 1.17% | +1,207+79.8% | Added |
| Nilsine Partners, LLC | 2,721 | $1.11M | 0.17% | +42+1.6% | Added |
| BCJ Capital Management, LLC | 2,723 | $1.11M | 0.10% | +204+8.1% | Added |
| PFG Advisors | 2,725 | $1.11M | 0.10% | +62+2.3% | Added |
| Signet Investment Advisory Group, Inc. | 2,725 | $1.11M | 0.74% | +2+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,728 | $1.12M | 0.08% | −5,559−67.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,444 | $1.12M | 0.01% | +1,937+382.1% | Added |
| ISAM Funds (UK) Ltd | 2,745 | $1.12M | 0.71% | +2,745 | New |
| Cassaday & Co Wealth Management LLC | 2,747 | $1.12M | 0.05% | +6+0.2% | Added |
| Radnor Capital Management, LLC | 2,750 | $1.13M | 0.22% | +2,750 | New |
| Boit C F David | 2,760 | $1.13M | 0.77% | +40+1.5% | Added |
| Valley Brook Capital Group | 2,755 | $1.13M | 1.11% | +30+1.1% | Added |
| Savoie Capital LLC | 2,763 | $1.13M | 0.30% | +2,763 | New |
| Roberts Glore & Co Inc | 2,767 | $1.13M | 0.37% | +36+1.3% | Added |
| BluePath Capital Management, LLC | 2,772 | $1.13M | 1.04% | +2,772 | New |
| Excalibur Management Corp | 2,773 | $1.13M | 0.59% | +138+5.2% | Added |
| Capital City Trust Co | 2,774 | $1.13M | 0.38% | +2,774 | New |
| LCNB Corp | 2,778 | $1.14M | 0.50% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 2,806 | $1.15M | 0.01% | +2,806 | New |
| Lake Street Financial LLC | 2,801 | $1.15M | 0.21% | +123+4.6% | Added |
| Institute for Wealth Management, LLC. | 2,816 | $1.15M | 0.21% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 2,816 | $1.15M | 1.83% | +2+0.1% | Added |
| Bridgefront Capital, LLC | 2,823 | $1.15M | 0.81% | +1,519+116.5% | Added |
| St Germain D J Co Inc | 2,836 | $1.16M | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,819 | $1.16M | 0.16% | +797+6.6% | Added |
| Centaurus Financial, Inc. | 2,844 | $1.16M | 0.10% | −262−8.4% | Reduced |
| Sciencast Management LP | 2,853 | $1.17M | 0.53% | +2,853 | New |
| Islay Capital Management, LLC | 2,856 | $1.17M | 1.01% | +12+0.4% | Added |
| Telemus Capital, LLC | 2,861 | $1.17M | 0.11% | −638−18.2% | Reduced |
| BancorpSouth Bank | 2,866 | $1.17M | 0.10% | +13+0.5% | Added |
| Moser Wealth Advisors, LLC | 2,875 | $1.18M | 0.83% | +49+1.7% | Added |
| Oakworth Capital, Inc. | 2,880 | $1.18M | 0.11% | −236−7.6% | Reduced |
| Covenant Asset Management, LLC | 2,881 | $1.18M | 0.36% | −8−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 2,959 | $1.18M | 0.40% | +310+11.7% | Added |
| Retirement Planning Co of New England, Inc. | 2,892 | $1.18M | 0.66% | +1,209+71.8% | Added |
| Holderness Investments Co | 2,911 | $1.19M | 0.46% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,916 | $1.19M | 0.05% | −116−3.8% | Reduced |
| Royal Fund Management, LLC | 2,930 | $1.20M | 0.17% | −159−5.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,957 | $1.21M | 0.10% | +74+2.6% | Added |
| L.M. Kohn & Company | 2,961 | $1.21M | 0.44% | +859+40.9% | Added |
| TFG Advisers LLC | 2,967 | $1.21M | 0.57% | +34+1.2% | Added |
| Meridian Wealth Advisors, LLC | 2,968 | $1.21M | 0.30% | −77−2.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,971 | $1.21M | 0.53% | +49+1.7% | Added |
| Perpetual Ltd | 2,979 | $1.22M | 0.01% | +870+41.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.22M | 0.95% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19,304 | $1.23M | 0.02% | +17,828+1,207.9% | Added |
| First National Bank & Trust Co of Newtown | 3,001 | $1.23M | 0.28% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3,004 | $1.23M | 0.53% | +125+4.3% | Added |
| Clearview Wealth Advisors LLC | 3,004 | $1.23M | 1.52% | +73+2.5% | Added |
| Probity Advisors, Inc. | 3,011 | $1.23M | 0.28% | +276+10.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,013 | $1.23M | 0.01% | +500+19.9% | Added |
| Morris Retirement Advisors, LLC | 3,015 | $1.23M | 0.88% | +1,940+180.5% | Added |
| 9258 Wealth Management, LLC | 3,018 | $1.23M | 0.24% | −42−1.4% | Reduced |
| Proficio Capital Partners LLC | 3,018 | $1.23M | 0.16% | −2,413−44.4% | Reduced |
| Dearborn Partners LLC | 3,018 | $1.23M | 0.05% | −61−2.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,030 | $1.24M | 0.91% | −60−1.9% | Reduced |
| Eagle Rock Investment Company, LLC | 3,041 | $1.24M | 0.28% | −99−3.2% | Reduced |
| PYA Waltman Capital, LLC | 3,042 | $1.24M | 0.53% | +809+36.2% | Added |
| Inlet Private Wealth, LLC | 3,044 | $1.24M | 0.41% | −150−4.7% | Reduced |
| Garner Asset Management Corp | 3,057 | $1.25M | 0.75% | −52−1.7% | Reduced |
| Augustine Asset Management Inc | 3,060 | $1.25M | 0.58% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,061 | $1.25M | 0.70% | −694−18.5% | Reduced |
| Diversified, LLC | 3,074 | $1.26M | 0.33% | +77+2.6% | Added |
| High Note Wealth, LLC | 3,081 | $1.26M | 0.52% | +421+15.8% | Added |
| Whittier Trust Co of Nevada Inc | 3,099 | $1.27M | 0.04% | −7−0.2% | Reduced |
| Intrua Financial, LLC | 3,103 | $1.27M | 0.23% | −30−1.0% | Reduced |
| Morse Asset Management, Inc | 3,130 | $1.28M | 0.40% | −1,050−25.1% | Reduced |
| Easterly Investment Partners LLC | 3,147 | $1.29M | 0.14% | +923+41.5% | Added |
| Investment Management Associates Inc | 3,152 | $1.29M | 0.54% | −30−0.9% | Reduced |
| Resource Consulting Group Inc | 3,156 | $1.29M | 0.25% | −75−2.3% | Reduced |
| Financial Advocates Investment Management | 3,160 | $1.29M | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,175 | $1.30M | 0.28% | +1,593+100.7% | Added |
| First Citizens Bank & Trust Co | 3,177 | $1.30M | 0.03% | +19+0.6% | Added |