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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 3,178 | $1.30M | 0.10% | −128−3.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,179 | $1.30M | 0.44% | +22+0.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,187 | $1.30M | 0.03% | −545−14.6% | Reduced |
| Curi Capital | 3,186 | $1.30M | 0.20% | −84−2.6% | Reduced |
| First Financial Corp | 3,188 | $1.30M | 0.76% | +920+40.6% | Added |
| CWS Financial Advisors, LLC | 3,195 | $1.31M | 0.52% | +17+0.5% | Added |
| Fund Management at Engine No. 1 LLC | 3,205 | $1.31M | 0.21% | +270+9.2% | Added |
| Chase Investment Counsel Corp | 3,214 | $1.31M | 0.66% | −716−18.2% | Reduced |
| Crestwood Advisors Group LLC | 3,228 | $1.32M | 0.03% | +149+4.8% | Added |
| Harvest Investment Advisors, LLC | 3,229 | $1.32M | 1.18% | +29+0.9% | Added |
| Prosperitas Financial LLC | 3,236 | $1.32M | 1.03% | +3,236 | New |
| Coastal Investment Advisors, Inc. | 2,880 | $1.33M | 0.30% | −449−13.5% | Reduced |
| Nations Financial Group Inc, | 3,242 | $1.33M | 0.13% | +117+3.7% | Added |
| Lindenwold Advisors | 3,246 | $1.33M | 0.83% | +3,246 | New |
| Beaton Management Co. Inc. | 3,249 | $1.33M | 0.86% | +6+0.2% | Added |
| Alaethes Wealth LLC | 3,250 | $1.33M | 0.73% | +157+5.1% | Added |
| LGT Fund Management Co Ltd. | 3,260 | $1.33M | 0.65% | −790−19.5% | Reduced |
| Cunning Capital Partners, LP | 3,255 | $1.33M | 0.88% | +3,255 | Added |
| Versor Investments LP | 3,256 | $1.33M | 0.27% | +1,161+55.4% | Added |
| Platform Technology Partners | 3,260 | $1.33M | 0.62% | +305+10.3% | Added |
| Fortune Financial Advisors, LLC | 3,283 | $1.34M | 1.03% | +29+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 3,284 | $1.34M | 0.26% | +301+10.1% | Added |
| Rice Partnership, LLC | 3,287 | $1.34M | 0.38% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,298 | $1.35M | 0.03% | +3,298 | New |
| Optimum Investment Advisors | 3,300 | $1.35M | 0.69% | −100−2.9% | Reduced |
| Central Bank & Trust Co | 3,305 | $1.35M | 0.23% | +51+1.6% | Added |
| Seven Eight Capital, LP | 3,309 | $1.35M | 0.16% | +3,309 | New |
| Guerra Pan Advisors, LLC | 3,319 | $1.36M | 1.57% | 00.0% | Unchanged |
| Ethic Inc. | 3,319 | $1.36M | 0.05% | +570+20.7% | Added |
| Bangor Savings Bank | 3,322 | $1.36M | 0.16% | −67−2.0% | Reduced |
| Clark Capital Management Group, Inc. | 3,327 | $1.36M | 0.01% | −62−1.8% | Reduced |
| Red Cedar Investment Management, LLC | 3,341 | $1.37M | 0.21% | +28+0.8% | Added |
| Richwood Investment Advisors, LLC | 3,347 | $1.37M | 1.40% | +42+1.3% | Added |
| TrimTabs Asset Management, LLC | 3,349 | $1.37M | 0.73% | −1,154−25.6% | Reduced |
| New Hampshire Trust | 3,353 | $1.37M | 0.37% | −9−0.3% | Reduced |
| Pflug Koory, LLC | 3,353 | $1.37M | 0.79% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,355 | $1.37M | 0.19% | −34−1.0% | Reduced |
| D.B. Root & Company, LLC | 3,357 | $1.37M | 0.54% | +100+3.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,359 | $1.37M | 0.16% | −99−2.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,371 | $1.38M | 0.09% | +117+3.6% | Added |
| Compagnie Lombard Odier SCmA | 3,375 | $1.38M | 0.03% | +25+0.7% | Added |
| Mayflower Financial Advisors, LLC | 3,377 | $1.38M | 0.21% | −60−1.7% | Reduced |
| Vontobel Holding Ltd. | 3,385 | $1.38M | 0.01% | +1,281+60.9% | Added |
| Compton Wealth Advisory Group, LLC | 3,387 | $1.38M | 0.48% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,402 | $1.39M | 0.20% | −23−0.7% | Reduced |
| Paradigm Asset Management Co LLC | 3,400 | $1.39M | 0.39% | −200−5.6% | Reduced |
| Valmark Advisers, Inc. | 3,407 | $1.39M | 0.03% | −36−1.0% | Reduced |
| Great Diamond Partners, LLC | 3,421 | $1.40M | 0.38% | +67+2.0% | Added |
| William Allan, LLC | 3,425 | $1.40M | 1.11% | +95+2.9% | Added |
| Herold Advisors, Inc. | 3,448 | $1.41M | 0.43% | +274+8.6% | Added |
| W Advisors, LLC | 3,449 | $1.41M | 1.16% | +4+0.1% | Added |
| Independent Financial Group, LLC | 3,462 | $1.42M | 0.09% | −1,036−23.0% | Reduced |
| Moody National Bank Trust Division | 3,473 | $1.42M | 0.09% | −135−3.7% | Reduced |
| Mission Wealth Management, LP | 3,475 | $1.42M | 0.05% | +684+24.5% | Added |
| First Financial Bank - Trust Division | 3,491 | $1.43M | 0.16% | −330−8.6% | Reduced |
| Asset Dedication, LLC | 3,517 | $1.43M | 0.12% | +1,360+63.1% | Added |
| Aull & Monroe Investment Management Corp | 3,502 | $1.43M | 0.75% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,507 | $1.43M | 0.08% | +368+11.7% | Added |
| Pure Financial Advisors, Inc. | 3,507 | $1.43M | 0.06% | +9+0.3% | Added |
| Schrum Private Wealth Management LLC | 3,508 | $1.43M | 1.64% | +10.0% | Added |
| TCWP LLC | 3,533 | $1.44M | 1.10% | −357−9.2% | Reduced |
| Forza Wealth Management, LLC | 3,538 | $1.45M | 0.75% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,547 | $1.45M | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,580 | $1.46M | 0.07% | +140+4.1% | Added |
| AlphaStar Capital Management, LLC | 3,587 | $1.47M | 0.18% | −3,657−50.5% | Reduced |
| Meyer Handelman Co | 3,590 | $1.47M | 0.06% | +250+7.5% | Added |
| EHP Funds Inc. | 3,600 | $1.47M | 0.70% | −2,300−39.0% | Reduced |
| Claro Advisors LLC | 3,601 | $1.47M | 0.37% | +136+3.9% | Added |
| TrinityPoint Wealth, LLC | 3,604 | $1.47M | 0.29% | +240+7.1% | Added |
| Convergence Investment Partners, LLC | 3,608 | $1.48M | 0.87% | −1,014−21.9% | Reduced |
| Harbour Investments, Inc. | 3,620 | $1.48M | 0.07% | +408+12.7% | Added |
| Scott & Selber, Inc. | 3,624 | $1.48M | 0.61% | −9−0.2% | Reduced |
| Westhampton Capital, LLC | 3,638 | $1.49M | 0.96% | +584+19.1% | Added |
| Legal Advantage Investments, Inc. | 3,646 | $1.49M | 1.07% | −154−4.1% | Reduced |
| Schechter Investment Advisors, LLC | 3,648 | $1.49M | 0.14% | −57−1.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,649 | $1.49M | 0.54% | +3,649 | New |
| Leisure Capital Management | 3,657 | $1.50M | 0.86% | −57−1.5% | Reduced |
| Guardian Wealth Management, Inc. | 3,657 | $1.50M | 1.40% | +6+0.2% | Added |
| Schmidt P J Investment Management Inc | 3,336 | $1.50M | 0.32% | −22−0.7% | Reduced |
| Thrive Wealth Management, LLC | 3,686 | $1.51M | 0.40% | +22+0.6% | Added |
| Choate Investment Advisors | 3,688 | $1.51M | 0.06% | +93+2.6% | Added |
| IAM Advisory, LLC | 3,705 | $1.52M | 0.53% | +117+3.3% | Added |
| PBMares Wealth Management LLC | 3,713 | $1.52M | 0.55% | +91+2.5% | Added |
| LCM Capital Management Inc | 3,717 | $1.52M | 1.24% | +124+3.5% | Added |
| Investors Asset Management of Georgia Inc | 3,740 | $1.53M | 0.84% | −11−0.3% | Reduced |
| Summit Trail Advisors, LLC | 3,742 | $1.53M | 0.06% | +33+0.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,748 | $1.53M | 0.45% | −69−1.8% | Reduced |
| Altfest L J & Co Inc | 3,753 | $1.53M | 0.24% | +7+0.2% | Added |
| Veriti Management LLC | 3,763 | $1.54M | 0.18% | −95−2.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,441 | $1.54M | 0.72% | +29+0.8% | Added |
| Dark Forest Capital Management LP | 3,774 | $1.54M | 0.13% | +1,218+47.7% | Added |
| Highview Capital Management LLC | 3,776 | $1.54M | 0.88% | −84−2.2% | Reduced |
| Wellington Shields Capital Management, LLC | 3,783 | $1.55M | 0.20% | −664−14.9% | Reduced |
| RB Capital Management, LLC | 3,784 | $1.55M | 0.50% | −10.0% | Reduced |
| Alta Capital Management LLC | 3,786 | $1.55M | 0.11% | +46+1.2% | Added |
| Wolff Wiese Magana LLC | 3,789 | $1.55M | 1.26% | +437+13.0% | Added |
| Main Street Financial Solutions, LLC | 3,790 | $1.55M | 0.22% | −13−0.3% | Reduced |
| Virtu Financial LLC | 3,796 | $1.55M | 0.15% | −2,994−44.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,805 | $1.56M | 0.20% | +2+0.1% | Added |
| Centiva Capital, LP | 3,807 | $1.56M | 0.08% | +3,162+490.2% | Added |