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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 6,480 | $2.65M | 0.28% | +78+1.2% | Added |
| Fisher Asset Management, LLC | 6,489 | $2.65M | 0.00% | +833+14.7% | Added |
| Marino, Stram & Associates LLC | 6,500 | $2.66M | 0.78% | +66+1.0% | Added |
| Nicholas Company, Inc. | 6,520 | $2.67M | 0.05% | −25−0.4% | Reduced |
| Balentine LLC | 6,548 | $2.68M | 0.09% | −876−11.8% | Reduced |
| Belpointe Asset Management LLC | 6,550 | $2.68M | 0.28% | +857+15.1% | Added |
| RFG Advisory, LLC | 6,552 | $2.68M | 0.12% | −845−11.4% | Reduced |
| Daymark Wealth Partners, LLC | 6,559 | $2.68M | 0.18% | +112+1.7% | Added |
| Permanens Capital L.P. | 6,560 | $2.68M | 0.46% | +290+4.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,582 | $2.69M | 0.09% | −457−6.5% | Reduced |
| Exchange Capital Management, Inc. | 6,605 | $2.70M | 0.51% | −15−0.2% | Reduced |
| Highland Capital Management, LLC | 6,656 | $2.72M | 0.19% | −20−0.3% | Reduced |
| Wade G W & Inc | 6,676 | $2.73M | 0.10% | −1,036−13.4% | Reduced |
| Scarborough Advisors, LLC | 6,699 | $2.74M | 0.67% | +11+0.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,711 | $2.74M | 0.81% | −4−0.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 6,715 | $2.75M | 2.07% | −79−1.2% | Reduced |
| Hengehold Capital Management LLC | 6,758 | $2.76M | 0.36% | +6,758 | New |
| Leelyn Smith, LLC | 6,763 | $2.77M | 0.67% | −92−1.3% | Reduced |
| Caldwell Trust Co | 6,848 | $2.80M | 0.38% | +63+0.9% | Added |
| Bancreek Capital Management, LP | 6,850 | $2.80M | 2.52% | +632+10.2% | Added |
| Kensington Investment Counsel, LLC | 6,857 | $2.80M | 1.74% | +542+8.6% | Added |
| Quantinno Capital Management LP | 6,861 | $2.81M | 0.13% | −2,633−27.7% | Reduced |
| Navellier & Associates Inc | 6,868 | $2.81M | 0.48% | −443−6.1% | Reduced |
| Resources Management Corp | 6,873 | $2.81M | 0.46% | +155+2.3% | Added |
| Leonteq Securities AG | 6,923 | $2.83M | 0.30% | +782+12.7% | Added |
| Money Concepts Capital Corp | 6,927 | $2.84M | 0.30% | −1,269−15.5% | Reduced |
| Viking Fund Management LLC | 7,000 | $2.86M | 0.58% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $2.86M | 0.82% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,004 | $2.86M | 2.79% | −1,695−19.5% | Reduced |
| Community Bank, N.A. | 7,071 | $2.89M | 0.41% | −635−8.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,075 | $2.89M | 0.08% | −35−0.5% | Reduced |
| Principle Wealth Partners LLC | 7,091 | $2.90M | 0.29% | +457+6.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,132 | $2.92M | 0.38% | +60+0.8% | Added |
| Northwest Investment Counselors, LLC | 7,133 | $2.92M | 0.81% | −4−0.1% | Reduced |
| Gabelli Funds LLC | 7,190 | $2.94M | 0.02% | +100+1.4% | Added |
| Blue Fin Capital, Inc. | 7,208 | $2.95M | 0.86% | −10.0% | Reduced |
| Phoenix Holdings Ltd. | 7,210 | $2.95M | 0.06% | −107−1.5% | Reduced |
| James Investment Research Inc | 7,232 | $2.96M | 0.39% | +41+0.6% | Added |
| Smith, Salley & Associates | 7,243 | $2.96M | 0.22% | −8−0.1% | Reduced |
| Greenleaf Trust | 7,257 | $2.97M | 0.03% | −207−2.8% | Reduced |
| Dean Investment Associates, LLC | 7,257 | $2.97M | 0.49% | −26−0.4% | Reduced |
| Meixler Investment Management, Ltd. | 7,288 | $2.98M | 2.68% | −641−8.1% | Reduced |
| Ontario Teachers Pension Plan Board | 7,295 | $2.98M | 0.03% | −1,175−13.9% | Reduced |
| Coastline Trust Co | 7,301 | $2.99M | 0.44% | −127−1.7% | Reduced |
| TCG Advisory Services, LLC | 7,301 | $2.99M | 0.46% | +1,199+19.6% | Added |
| Midwest Professional Planners, LTD. | 7,301 | $2.99M | 1.34% | +872+13.6% | Added |
| Ameritas Advisory Services, LLC | 6,907 | $2.99M | 0.15% | +3,099+81.4% | Added |
| Trifecta Capital Advisors, LLC | 7,321 | $2.99M | 0.96% | +862+13.3% | Added |
| Hikari Power Ltd | 7,340 | $3.00M | 0.29% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 7,347 | $3.00M | 0.04% | −282−3.7% | Reduced |
| Capital International Inc | 7,369 | $3.01M | 0.06% | −6,671−47.5% | Reduced |
| Thoroughbred Financial Services, LLC | 7,414 | $3.03M | 0.30% | +1,819+32.5% | Added |
| Jacobi Capital Management LLC | 7,431 | $3.04M | 0.34% | +51+0.7% | Added |
| Johnson Financial Group, Inc. | 7,455 | $3.05M | 0.21% | +489+7.0% | Added |
| Chicago Trust Co NA | 7,563 | $3.09M | 0.78% | −69−0.9% | Reduced |
| Change Path, LLC | 7,566 | $3.09M | 0.22% | +835+12.4% | Added |
| Williams Jones Wealth Management, LLC. | 7,585 | $3.10M | 0.05% | −225−2.9% | Reduced |
| Welch & Forbes LLC | 7,589 | $3.10M | 0.05% | +142+1.9% | Added |
| Princeton Global Asset Management LLC | 7,596 | $3.11M | 0.88% | +499+7.0% | Added |
| Asio Capital, LLC | 7,616 | $3.11M | 0.83% | +86+1.1% | Added |
| Red Door Wealth Management, LLC | 7,636 | $3.12M | 0.78% | +471+6.6% | Added |
| Altrius Capital Management Inc | 7,636 | $3.12M | 0.93% | +296+4.0% | Added |
| Sequoia Financial Advisors, LLC | 7,683 | $3.14M | 0.06% | −284−3.6% | Reduced |
| Stratos Wealth Advisors, LLC | 7,698 | $3.15M | 0.21% | +507+7.1% | Added |
| Physicians Financial Services, Inc. | 7,703 | $3.15M | 1.29% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,712 | $3.15M | 0.12% | +5,606+266.2% | Added |
| AdvisorNet Financial, Inc | 7,712 | $3.15M | 0.29% | −485−5.9% | Reduced |
| Hoylecohen, LLC | 7,738 | $3.16M | 0.29% | −71−0.9% | Reduced |
| Orleans Capital Management Corp | 7,745 | $3.17M | 2.35% | +10+0.1% | Added |
| Arvest Trust Co N A | 7,749 | $3.17M | 0.21% | −106−1.3% | Reduced |
| Visionary Wealth Advisors | 7,773 | $3.18M | 0.26% | −63−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 7,788 | $3.18M | 0.41% | +630+8.8% | Added |
| Whalerock Point Partners, LLC | 7,819 | $3.20M | 1.11% | +740+10.5% | Added |
| First American Bank | 7,847 | $3.21M | 0.29% | −24−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,854 | $3.21M | 0.11% | +5,257+202.4% | Added |
| Avantax Planning Partners, Inc. | 7,857 | $3.21M | 0.13% | +752+10.6% | Added |
| HRT Financial LP | 7,868 | $3.22M | 0.03% | +4,922+167.1% | Added |
| Traynor Capital Management, Inc. | 7,891 | $3.23M | 0.43% | +287+3.8% | Added |
| Linden Thomas Advisory Services, LLC | 7,904 | $3.23M | 0.72% | −239−2.9% | Reduced |
| Klingenstein Fields & Co LP | 7,908 | $3.23M | 0.16% | −202−2.5% | Reduced |
| Federated Hermes, Inc. | 7,951 | $3.25M | 0.01% | −129−1.6% | Reduced |
| SG Americas Securities, LLC | 7,956 | $3.25M | 0.04% | −14,679−64.9% | Reduced |
| PEAK6 Investments LLC | 7,962 | $3.26M | 0.16% | +6,959+693.8% | Added |
| Kingswood Wealth Advisors, LLC | 7,317 | $3.26M | 0.56% | −771−9.5% | Reduced |
| Baxter Bros Inc | 7,992 | $3.27M | 0.50% | +73+0.9% | Added |
| D'Orazio & Associates, Inc. | 8,031 | $3.28M | 0.74% | −206−2.5% | Reduced |
| CoreCap Advisors, LLC | 8,033 | $3.29M | 0.24% | +247+3.2% | Added |
| Jacobs Levy Equity Management, Inc | 8,039 | $3.29M | 0.02% | −199,707−96.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,054 | $3.29M | 0.26% | −37−0.5% | Reduced |
| Family Legacy, Inc. | 8,082 | $3.31M | 1.38% | +118+1.5% | Added |
| IFP Advisors, Inc | 8,112 | $3.32M | 0.15% | +818+11.2% | Added |
| Buckingham Strategic Partners | 8,155 | $3.34M | 0.16% | +1,637+25.1% | Added |
| Empirical Finance, LLC | 8,163 | $3.34M | 0.25% | +749+10.1% | Added |
| Hohimer Wealth Management, LLC | 8,165 | $3.34M | 0.95% | −117−1.4% | Reduced |
| Metis Global Partners, LLC | 8,198 | $3.35M | 0.16% | +1,415+20.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,225 | $3.36M | 0.21% | −2,218−21.2% | Reduced |
| Ocean Capital Management, LLC | 8,234 | $3.37M | 1.56% | +669+8.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,285 | $3.39M | 2.28% | −30−0.4% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 8,327 | $3.41M | 1.87% | −789−8.7% | Reduced |
| Solidarilty Wealth, LLC | 8,400 | $3.44M | 1.24% | +3,875+85.6% | Added |