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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 3,808 | $1.56M | 0.20% | −10−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 3,857 | $1.58M | 0.18% | −278−6.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,858 | $1.58M | 0.20% | +96+2.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,861 | $1.58M | 0.69% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,865 | $1.58M | 0.12% | +2,146+124.8% | Added |
| Fundamentun, LLC | 3,894 | $1.59M | 0.24% | +140+3.7% | Added |
| Roundview Capital LLC | 3,896 | $1.59M | 0.16% | +177+4.8% | Added |
| Buckley Wealth Management, LLC | 3,900 | $1.59M | 0.60% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 3,900 | $1.59M | 1.32% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4,027 | $1.60M | 0.87% | +177+4.6% | Added |
| Decatur Capital Management, Inc. | 3,921 | $1.60M | 1.16% | 00.0% | Unchanged |
| Bollard Group LLC | 3,921 | $1.60M | 0.06% | −15−0.4% | Reduced |
| First City Capital Management, Inc. | 3,925 | $1.61M | 1.01% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 3,929 | $1.61M | 0.82% | −40−1.0% | Reduced |
| TCM Advisors, LLC | – | $1.61M | 1.44% | – | – |
| Cahill Financial Advisors Inc | 3,939 | $1.61M | 0.27% | −10−0.3% | Reduced |
| JJJ Advisors Inc. | 3,949 | $1.61M | 0.43% | +687+21.1% | Added |
| Meeder Advisory Services, Inc. | 3,964 | $1.62M | 0.20% | −1,921−32.6% | Reduced |
| Greenwood Capital Associates LLC | 3,964 | $1.62M | 0.24% | +8+0.2% | Added |
| Rehmann Capital Advisory Group | 3,975 | $1.63M | 0.15% | +200+5.3% | Added |
| InterOcean Capital Group, LLC | 3,992 | $1.63M | 0.05% | −34−0.8% | Reduced |
| Exeter Financial, LLC | 3,993 | $1.63M | 0.86% | +13+0.3% | Added |
| Lakeview Capital Partners, LLC | 4,017 | $1.64M | 0.32% | +42+1.1% | Added |
| Aptus Capital Advisors, LLC | 4,020 | $1.64M | 0.05% | −29,205−87.9% | Reduced |
| Acropolis Investment Management, LLC | 4,026 | $1.65M | 0.13% | −22−0.5% | Reduced |
| First Foundation Advisors | 4,029 | $1.65M | 0.08% | +21+0.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,029 | $1.65M | 1.52% | +20.0% | Added |
| Paralel Advisors LLC | 4,046 | $1.65M | 0.09% | +45+1.1% | Added |
| Country Club Bank | 4,039 | $1.66M | 0.14% | +14+0.3% | Added |
| Ritholtz Wealth Management | 4,060 | $1.66M | 0.07% | −6,619−62.0% | Reduced |
| RSM US Wealth Management LLC | 4,062 | $1.66M | 0.06% | +114+2.9% | Added |
| EPG Wealth Management LLC | 4,069 | $1.66M | 0.50% | −72−1.7% | Reduced |
| Wealth Alliance | 4,088 | $1.67M | 0.26% | −90−2.2% | Reduced |
| Segment Wealth Management, LLC | 4,094 | $1.67M | 0.17% | +90+2.2% | Added |
| Mystic Asset Management, Inc. | 4,098 | $1.68M | 0.94% | −90−2.1% | Reduced |
| Insigneo Advisory Services, LLC | 4,124 | $1.69M | 0.34% | +102+2.5% | Added |
| Members Capital Advisors Inc | 4,131 | $1.69M | 2.10% | −860−17.2% | Reduced |
| Kinsale Capital Group, Inc. | 4,138 | $1.69M | 0.96% | +1,309+46.3% | Added |
| Commonwealth Financial Services, LLC | 4,140 | $1.69M | 0.50% | +4,140 | New |
| Investors Research Corp | 4,153 | $1.70M | 0.44% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,162 | $1.70M | 0.47% | −108−2.5% | Reduced |
| Cobblestone Capital Advisors LLC | 4,239 | $1.73M | 0.13% | +234+5.8% | Added |
| Sabal Trust CO | 4,258 | $1.74M | 0.12% | +22+0.5% | Added |
| Magnus Financial Group LLC | 4,263 | $1.74M | 0.25% | −67−1.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,278 | $1.75M | 0.42% | +57+1.4% | Added |
| Phoenix Wealth Advisors | 4,341 | $1.78M | 1.04% | −13−0.3% | Reduced |
| Ogorek Anthony Joseph | 4,363 | $1.78M | 0.70% | −41−0.9% | Reduced |
| Parallel Advisors, LLC | 4,367 | $1.79M | 0.06% | −484−10.0% | Reduced |
| Maven Securities LTD | 4,376 | $1.79M | 0.20% | +4,376 | New |
| Kenfarb & Co. | 4,395 | $1.80M | 1.64% | −35−0.8% | Reduced |
| Sage Investment Advisers LLC | 4,395 | $1.80M | 2.47% | +535+13.9% | Added |
| Icon Advisers Inc | 4,400 | $1.80M | 0.45% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 4,407 | $1.80M | 2.53% | +17+0.4% | Added |
| WESPAC Advisors SoCal, LLC | 4,409 | $1.80M | 0.61% | +5+0.1% | Added |
| Gateway Investment Advisers LLC | 4,426 | $1.81M | 0.02% | +274+6.6% | Added |
| First Command Advisory Services, Inc. | 4,479 | $1.83M | 0.02% | +4,479 | New |
| JGP Wealth Management, LLC | 4,481 | $1.83M | 0.31% | +218+5.1% | Added |
| Exencial Wealth Advisors, LLC | 4,493 | $1.84M | 0.09% | −465−9.4% | Reduced |
| Lantz Financial LLC | 4,496 | $1.84M | 0.73% | −99−2.2% | Reduced |
| Zurich Insurance Group Ltd | 4,500 | $1.84M | 0.02% | −139,536−96.9% | Reduced |
| River Wealth Advisors LLC | 4,510 | $1.84M | 0.33% | +169+3.9% | Added |
| Integrated Advisors Network LLC | 4,513 | $1.85M | 0.11% | −8,422−65.1% | Reduced |
| Checchi Capital Advisers, LLC | 4,513 | $1.85M | 0.17% | −288−6.0% | Reduced |
| Heritage Trust Co | 4,523 | $1.85M | 0.29% | −87−1.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,552 | $1.86M | 0.09% | −28−0.6% | Reduced |
| Wealthsource Partners, LLC | 4,554 | $1.86M | 0.13% | −151−3.2% | Reduced |
| BFSG, LLC | 4,575 | $1.87M | 0.30% | +16+0.4% | Added |
| Powers Advisory Group, LLC | 4,610 | $1.89M | 1.28% | −53−1.1% | Reduced |
| Diversified Trust Co | 4,618 | $1.89M | 0.07% | −113−2.4% | Reduced |
| Fulton Bank, N.A. | 4,626 | $1.89M | 0.09% | +151+3.4% | Added |
| Forum Financial Management, LP | 4,628 | $1.89M | 0.04% | −16−0.3% | Reduced |
| Cypress Capital Management LLC (WY) | 4,635 | $1.90M | 2.23% | −81−1.7% | Reduced |
| Plimoth Trust Co LLC | 4,636 | $1.90M | 0.59% | +161+3.6% | Added |
| Slagle Financial, LLC | 4,642 | $1.90M | 1.16% | +427+10.1% | Added |
| Redwood Investment Management, LLC | 4,659 | $1.91M | 0.17% | +1,011+27.7% | Added |
| Evercore Wealth Management, LLC | 4,693 | $1.92M | 0.04% | +25+0.5% | Added |
| Pachira Investments Inc. | 4,693 | $1.92M | 2.16% | +414+9.7% | Added |
| Fca Corp | 4,699 | $1.92M | 0.72% | +156+3.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,737 | $1.94M | 1.65% | +748+18.8% | Added |
| Smithfield Trust Co | 4,744 | $1.94M | 0.12% | +496+11.7% | Added |
| Certified Advisory Corp | 4,762 | $1.95M | 0.36% | +762+19.1% | Added |
| iA Global Asset Management Inc. | 4,779 | $1.95M | 0.05% | −10,729−69.2% | Reduced |
| First Manhattan Co | 4,781 | $1.96M | 0.01% | −457−8.7% | Reduced |
| Bank Ozk | 4,790 | $1.96M | 1.07% | −612−11.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,807 | $1.97M | 0.14% | −28−0.6% | Reduced |
| Access Financial Services, Inc. | 4,866 | $1.99M | 1.19% | +45+0.9% | Added |
| Lipe & Dalton | 4,885 | $2.00M | 1.20% | −10−0.2% | Reduced |
| SageView Advisory Group, LLC | 4,891 | $2.00M | 0.11% | −307−5.9% | Reduced |
| Western Wealth Management, LLC | 4,893 | $2.00M | 0.17% | +208+4.4% | Added |
| StoneX Group Inc. | 4,893 | $2.00M | 0.22% | +589+13.7% | Added |
| Colony Group LLC | 4,897 | $2.00M | 0.03% | −447−8.4% | Reduced |
| CNB Bank | 4,904 | $2.01M | 1.18% | −272−5.3% | Reduced |
| Paradigm Financial Partners, LLC | 4,973 | $2.01M | 0.55% | −40−0.8% | Reduced |
| Cypress Capital, LLC | 4,941 | $2.02M | 0.59% | −191−3.7% | Reduced |
| Steel Peak Wealth Management LLC | 4,960 | $2.03M | 0.13% | +972+24.4% | Added |
| Abner Herrman & Brock LLC | 4,963 | $2.03M | 0.31% | −5,529−52.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,972 | $2.03M | 0.91% | +254+5.4% | Added |
| Guyasuta Investment Advisors Inc | 4,990 | $2.04M | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,991 | $2.04M | 0.06% | −8−0.2% | Reduced |
| Private Trust Co NA | 5,016 | $2.05M | 0.27% | −49−1.0% | Reduced |