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 |
|---|---|---|---|---|---|
| Greenfield Savings Bank | 5,018 | $2.05M | 1.29% | −121−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,022 | $2.05M | 0.13% | +696+16.1% | Added |
| Strategic Wealth Partners, Ltd. | 5,023 | $2.05M | 0.27% | −418−7.7% | Reduced |
| Boston Private Wealth LLC | 5,027 | $2.06M | 0.05% | −1,025−16.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 5,028 | $2.06M | 0.68% | −26−0.5% | Reduced |
| Bath Savings Trust Co | 5,035 | $2.06M | 0.25% | +335+7.1% | Added |
| Wright Investors Service Inc | 5,068 | $2.07M | 0.60% | −1,044−17.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,083 | $2.08M | 0.28% | −565−10.0% | Reduced |
| Avitas Wealth Management LLC | 5,086 | $2.08M | 0.40% | −1,058−17.2% | Reduced |
| Capital Investment Advisory Services, LLC | 5,114 | $2.09M | 0.21% | −10−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 5,144 | $2.10M | 0.27% | −5−0.1% | Reduced |
| Clearstead Advisors, LLC | 5,148 | $2.11M | 0.13% | +286+5.9% | Added |
| Geneos Wealth Management Inc. | 5,150 | $2.11M | 0.11% | +3,120+153.7% | Added |
| West Oak Capital, LLC | 5,164 | $2.11M | 1.05% | +90+1.8% | Added |
| Gunn & Co Investment Management, Inc. | 5,168 | $2.11M | 1.86% | +5,168 | New |
| Moseley Investment Management Inc | 5,182 | $2.12M | 1.27% | −10.0% | Reduced |
| LWMG, LLC | 5,188 | $2.12M | 0.58% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,200 | $2.13M | 0.22% | −111−2.1% | Reduced |
| Applied Capital LLC | 5,213 | $2.13M | 2.12% | −145−2.7% | Reduced |
| Fort Sheridan Advisors LLC | 5,223 | $2.14M | 0.48% | +466+9.8% | Added |
| Arkadios Wealth Advisors | 5,228 | $2.14M | 0.20% | +353+7.2% | Added |
| Mycio Wealth Partners, LLC | 5,230 | $2.14M | 0.64% | +50+1.0% | Added |
| Dakota Wealth Management | 5,236 | $2.14M | 0.09% | +390+8.0% | Added |
| Teza Capital Management LLC | 5,238 | $2.14M | 0.35% | +5,238 | New |
| Evergreen Wealth Management, LLC | 5,247 | $2.15M | 1.70% | +75+1.5% | Added |
| Robbins Farley LLC | 5,262 | $2.15M | 1.52% | +573+12.2% | Added |
| Sandy Spring Bank | 5,282 | $2.16M | 0.12% | −34−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 5,311 | $2.17M | 0.49% | +72+1.4% | Added |
| Csenge Advisory Group | 5,344 | $2.19M | 0.15% | +43+0.8% | Added |
| Colonial Trust Co | 5,364 | $2.19M | 0.54% | +113+2.2% | Added |
| Signaturefd, LLC | 5,402 | $2.21M | 0.06% | −102−1.9% | Reduced |
| Savant Capital, LLC | 5,406 | $2.21M | 0.03% | +377+7.5% | Added |
| Glen Eagle Advisors, LLC | 5,426 | $2.22M | 0.51% | +73+1.4% | Added |
| Castellan Group, LLC | 5,445 | $2.23M | 1.56% | +472+9.5% | Added |
| SevenBridge Financial Group, LLC | 5,447 | $2.23M | 0.58% | +59+1.1% | Added |
| Wimmer Associates 1, LLC | 5,450 | $2.23M | 1.39% | −5−0.1% | Reduced |
| Semmax Financial Advisors Inc. | 5,019 | $2.23M | 0.89% | +5,019 | New |
| Duality Advisers, LP | 5,472 | $2.24M | 0.27% | −2,224−28.9% | Reduced |
| Beacon Investment Advisors LLC | 5,480 | $2.24M | 1.59% | +65+1.2% | Added |
| Advisory Research Inc | 5,523 | $2.26M | 0.31% | −1,234−18.3% | Reduced |
| Acorn Financial Advisory Services Inc | 5,528 | $2.26M | 0.40% | +4,759+618.9% | Added |
| Family Management Corp | 5,529 | $2.26M | 0.52% | −320−5.5% | Reduced |
| ICW Investment Advisors LLC | 5,544 | $2.27M | 1.22% | +183+3.4% | Added |
| Brasada Capital Management, LP | 5,227 | $2.28M | 0.53% | −3,242−38.3% | Reduced |
| Jmac Enterprises LLC | 5,600 | $2.29M | 0.57% | −11−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,609 | $2.29M | 0.09% | +2,644+89.2% | Added |
| Cornercap Investment Counsel Inc | 5,617 | $2.30M | 0.42% | +126+2.3% | Added |
| Fort Pitt Capital Group, LLC | 5,632 | $2.30M | 0.09% | +302+5.7% | Added |
| Icon Wealth Partners, LLC | 5,672 | $2.32M | 0.26% | −621−9.9% | Reduced |
| Ci Investments Inc. | 5,687 | $2.33M | 0.01% | +195+3.6% | Added |
| X-Square Capital, LLC | 5,123 | $2.36M | 1.59% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,800 | $2.37M | 0.02% | −13−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 5,151 | $2.37M | 0.04% | +826+19.1% | Added |
| Boothbay Fund Management, LLC | 5,801 | $2.37M | 0.08% | +5,278+1,009.2% | Added |
| Regent Peak Wealth Advisors LLC | 5,817 | $2.38M | 0.73% | +11+0.2% | Added |
| Capital Planning Advisors, LLC | 5,828 | $2.38M | 0.50% | −67−1.1% | Reduced |
| Torray LLC | 5,848 | $2.39M | 0.42% | +276+5.0% | Added |
| Bleakley Financial Group, LLC | 5,863 | $2.40M | 0.08% | −1,103−15.8% | Reduced |
| Sawtooth Solutions, LLC | 5,863 | $2.40M | 0.08% | −1,049−15.2% | Reduced |
| Empire Financial Management Company, LLC | 5,866 | $2.40M | 1.05% | +170+3.0% | Added |
| Tealwood Asset Management Inc | 5,892 | $2.41M | 1.24% | −50−0.8% | Reduced |
| Kornitzer Capital Management Inc | 5,894 | $2.41M | 0.05% | +260+4.6% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 5,900 | $2.41M | 0.01% | +5,900 | New |
| Voya Financial Advisors, Inc. | 5,922 | $2.43M | 0.30% | +756+14.6% | Added |
| Tower Bridge Advisors | 5,957 | $2.44M | 0.23% | +50+0.8% | Added |
| KCM Investment Advisors LLC | 5,979 | $2.45M | 0.11% | −379−6.0% | Reduced |
| Archford Capital Strategies, LLC | 6,007 | $2.46M | 0.49% | +256+4.5% | Added |
| FDx Advisors, Inc. | 6,018 | $2.46M | 0.20% | −1,474−19.7% | Reduced |
| 1st Source Bank | 6,019 | $2.46M | 0.17% | +136+2.3% | Added |
| Transamerica Financial Advisors, Inc. | 6,026 | $2.46M | 0.33% | −704−10.5% | Reduced |
| Weik Capital Management | 6,038 | $2.47M | 1.21% | +670+12.5% | Added |
| J.W. Cole Advisors, Inc. | 6,040 | $2.47M | 0.18% | −315−5.0% | Reduced |
| Hilltop Holdings Inc. | 6,062 | $2.48M | 0.31% | +1,694+38.8% | Added |
| Abbot Financial Management, Inc. | 6,068 | $2.48M | 1.67% | −199−3.2% | Reduced |
| Hall Capital Management Co Inc | 6,068 | $2.48M | 1.59% | −842−12.2% | Reduced |
| Adirondack Trust Co | 6,071 | $2.48M | 1.24% | +21+0.3% | Added |
| HBW Advisory Services LLC | 6,071 | $2.48M | 0.52% | +2,156+55.1% | Added |
| Wetherby Asset Management Inc | 6,075 | $2.48M | 0.14% | −32−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,078 | $2.49M | 0.20% | −168−2.7% | Reduced |
| Great Lakes Retirement, Inc. | 6,100 | $2.49M | 0.45% | +107+1.8% | Added |
| Blue Chip Partners, Inc. | 6,118 | $2.50M | 0.30% | +29+0.5% | Added |
| MV Capital Management, Inc. | 6,120 | $2.50M | 0.33% | +158+2.7% | Added |
| Edge Capital Group, LLC | 6,122 | $2.50M | 0.16% | −348−5.4% | Reduced |
| We Are One Seven, LLC | 6,132 | $2.51M | 0.20% | −26−0.4% | Reduced |
| Caxton Associates LP | 6,134 | $2.51M | 0.35% | +1,905+45.0% | Added |
| Harbor Capital Advisors, Inc. | 6,149 | $2.51M | 0.54% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 6,168 | $2.52M | 0.84% | +65+1.1% | Added |
| EdgeRock Capital LLC | 6,181 | $2.53M | 1.54% | +5,368+660.3% | Added |
| Moloney Securities Asset Management, LLC | 6,189 | $2.53M | 0.46% | −212−3.3% | Reduced |
| Archer Investment Corp | 6,190 | $2.53M | 0.89% | +92+1.5% | Added |
| Cohen Klingenstein LLC | 6,200 | $2.54M | 0.11% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,200 | $2.54M | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co | 6,219 | $2.54M | 0.05% | −21−0.3% | Reduced |
| Global Retirement Partners, LLC | 6,363 | $2.55M | 0.13% | −762−10.7% | Reduced |
| Citizens Business Bank | 6,263 | $2.56M | 0.60% | −231−3.6% | Reduced |
| Proequities, Inc. | 6,269 | $2.56M | 0.20% | +512+8.9% | Added |
| Essex Financial Services, Inc. | 6,306 | $2.58M | 0.30% | −84−1.3% | Reduced |
| Empowered Funds, LLC | 6,349 | $2.60M | 0.08% | −1,122−15.0% | Reduced |
| IHT Wealth Management, LLC | 6,442 | $2.63M | 0.13% | +334+5.5% | Added |
| McDonough Capital Management, Inc | 6,441 | $2.64M | 2.50% | +115+1.8% | Added |