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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 8,401 | $3.44M | 1.96% | −16−0.2% | Reduced |
| Montag A & Associates Inc | 8,403 | $3.44M | 0.22% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 8,430 | $3.45M | 0.59% | −355−4.0% | Reduced |
| Wealthcare Advisory Partners LLC | 8,442 | $3.45M | 0.16% | −33−0.4% | Reduced |
| TAM Capital Management Inc. | 8,463 | $3.46M | 2.28% | +8,463 | New |
| Financial Advisory Partners, LLC | 8,499 | $3.48M | 1.40% | −29−0.3% | Reduced |
| Barbara Oil Co. | 8,500 | $3.48M | 1.65% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 8,521 | $3.48M | 1.74% | −5,997−41.3% | Reduced |
| Gladstone Institutional Advisory LLC | 8,547 | $3.50M | 0.23% | +448+5.5% | Added |
| Apollon Wealth Management, LLC | 8,553 | $3.50M | 0.18% | +1,024+13.6% | Added |
| King Luther Capital Management Corp | 8,565 | $3.50M | 0.02% | +185+2.2% | Added |
| Trust Co of Toledo NA | 8,630 | $3.53M | 0.69% | +1,098+14.6% | Added |
| SlateStone Wealth, LLC | 8,649 | $3.54M | 0.51% | +6,376+280.5% | Added |
| Mendel Money Management | 8,671 | $3.55M | 1.90% | +921+11.9% | Added |
| First National Bank of Omaha | 8,693 | $3.56M | 0.23% | −552−6.0% | Reduced |
| Resources Investment Advisors, LLC. | 8,703 | $3.56M | 0.08% | +1,538+21.5% | Added |
| Shepherd Financial Partners LLC | 8,762 | $3.58M | 0.56% | +265+3.1% | Added |
| Thomasville National Bank | 8,773 | $3.59M | 0.35% | −1,044−10.6% | Reduced |
| Warther Private Wealth, LLC | 8,794 | $3.60M | 2.39% | +1,933+28.2% | Added |
| Neo Ivy Capital Management | 8,796 | $3.60M | 1.58% | +8,796 | New |
| S.E.E.D. Planning Group LLC | 8,902 | $3.64M | 1.40% | −707−7.4% | Reduced |
| Stratos Wealth Partners, LTD. | 8,902 | $3.64M | 0.08% | +934+11.7% | Added |
| Prelude Capital Management, LLC | 8,906 | $3.64M | 0.33% | +8,236+1,229.3% | Added |
| Reliant Investment Management, LLC | 8,953 | $3.66M | 2.13% | +449+5.3% | Added |
| IFM Investors Pty Ltd | 8,955 | $3.66M | 0.05% | −611−6.4% | Reduced |
| Agf Management Ltd | 8,994 | $3.68M | 0.03% | −1,298−12.6% | Reduced |
| Union Heritage Capital, LLC | 9,000 | $3.68M | 2.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 9,000 | $3.68M | 0.20% | +86+1.0% | Added |
| Norinchukin Bank, The | 9,013 | $3.69M | 0.09% | −12,316−57.7% | Reduced |
| Primoris Wealth Advisors, LLC | 9,047 | $3.70M | 4.47% | −197−2.1% | Reduced |
| Pathway Financial Advisers, LLC | 9,098 | $3.72M | 1.54% | +9,098 | New |
| Americana Partners, LLC | 9,223 | $3.72M | 0.40% | −252−2.7% | Reduced |
| Freestone Capital Holdings, LLC | 9,109 | $3.73M | 0.20% | −115−1.2% | Reduced |
| Wesbanco Bank Inc | 9,120 | $3.73M | 0.16% | −131−1.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,172 | $3.75M | 1.10% | −250−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,183 | $3.76M | 0.18% | +2,079+29.3% | Added |
| 1832 Asset Management L.P. | 9,200 | $3.76M | 0.01% | −926−9.1% | Reduced |
| Legacy Private Trust Co. | 9,235 | $3.78M | 0.33% | −479−4.9% | Reduced |
| Foundations Investment Advisors, LLC | 9,238 | $3.78M | 0.12% | +885+10.6% | Added |
| Foster & Motley Inc | 9,248 | $3.78M | 0.31% | +304+3.4% | Added |
| McGuire Investment Group, LLC | 9,251 | $3.78M | 0.73% | +2,011+27.8% | Added |
| Sherbrooke Park Advisers LLC | 9,251 | $3.78M | 1.21% | +6,451+230.4% | Added |
| Metropolitan Life Insurance Co | 9,274 | $3.79M | 0.20% | −549−5.6% | Reduced |
| Journey Advisory Group, LLC | 9,282 | $3.80M | 0.57% | +488+5.5% | Added |
| Credit Agricole S A | 9,283 | $3.80M | 0.12% | +4,842+109.0% | Added |
| Hallmark Capital Management Inc | 9,318 | $3.81M | 0.32% | −216−2.3% | Reduced |
| Kingfisher Capital LLC | 9,354 | $3.83M | 1.04% | +11+0.1% | Added |
| Busey Wealth Management | 9,357 | $3.83M | 0.16% | −346−3.6% | Reduced |
| Putnam Investments LLC | 9,375 | $3.83M | 0.01% | −6,662−41.5% | Reduced |
| Summitry LLC | 9,453 | $3.87M | 0.25% | +190+2.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,470 | $3.87M | 0.91% | −416−4.2% | Reduced |
| Two Sigma Securities, LLC | 9,474 | $3.87M | 0.18% | +700+8.0% | Added |
| Richard Bernstein Advisors LLC | 9,539 | $3.90M | 0.09% | 00.0% | Unchanged |
| Toroso Investments, LLC | 9,550 | $3.91M | 0.12% | +943+11.0% | Added |
| Marietta Wealth Management, LLC | 9,615 | $3.93M | 0.78% | −123−1.3% | Reduced |
| Loomis Sayles & Co L P | 9,721 | $3.98M | 0.01% | +103+1.1% | Added |
| Merit Financial Group, LLC | 9,729 | $3.98M | 0.13% | +50+0.5% | Added |
| XML Financial, LLC | 9,752 | $3.99M | 0.48% | +209+2.2% | Added |
| Tiaa Trust, National Association | 9,831 | $4.02M | 0.01% | +9,831 | New |
| Griffin Asset Management, Inc. | 9,887 | $4.04M | 0.57% | −332−3.2% | Reduced |
| Hamel Associates, Inc. | 9,891 | $4.05M | 1.48% | +112+1.1% | Added |
| Intact Investment Management Inc. | 9,900 | $4.05M | 0.18% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 9,964 | $4.07M | 2.54% | −145−1.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 9,967 | $4.08M | 1.42% | +802+8.8% | Added |
| Founders Capital Management | 9,995 | $4.09M | 3.12% | −20−0.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 10,020 | $4.10M | 1.49% | +400+4.2% | Added |
| Petredis Investment Advisors LLC | 10,066 | $4.12M | 0.59% | +10+0.1% | Added |
| Chilton Investment Co LLC | 10,110 | $4.13M | 0.13% | −2,466−19.6% | Reduced |
| Townsend & Associates, Inc | 9,334 | $4.14M | 0.87% | −2,995−24.3% | Reduced |
| Rothschild Investment Corp | 10,136 | $4.14M | 0.35% | +23+0.2% | Added |
| Meitav Dash Investments Ltd | 10,119 | $4.15M | 0.07% | −804−7.4% | Reduced |
| Sigma Planning Corp | 10,191 | $4.17M | 0.16% | −464−4.4% | Reduced |
| Demars Financial Group, LLC | 10,207 | $4.17M | 2.39% | +392+4.0% | Added |
| WealthPLAN Partners, LLC | 10,230 | $4.18M | 0.49% | +2,913+39.8% | Added |
| NBT Bank N A | 10,242 | $4.19M | 0.40% | +1,502+17.2% | Added |
| Citizens Financial Group Inc | 10,291 | $4.21M | 0.17% | +642+6.7% | Added |
| Rossmore Private Capital | 10,329 | $4.22M | 0.64% | +32+0.3% | Added |
| Cypress Asset Management Inc | 10,381 | $4.25M | 1.42% | +73+0.7% | Added |
| TD Private Client Wealth LLC | 10,411 | $4.26M | 0.18% | −353−3.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,508 | $4.27M | 0.06% | −118−1.1% | Reduced |
| Boston Research & Management Inc | 10,456 | $4.28M | 1.26% | +167+1.6% | Added |
| HB Wealth Management, LLC | 10,520 | $4.30M | 0.07% | −221−2.1% | Reduced |
| Commonwealth Retirement Investments LLC | 10,534 | $4.31M | 2.49% | +178+1.7% | Added |
| Old Point Trust & Financial Services N A | 10,537 | $4.31M | 1.95% | −46−0.4% | Reduced |
| RBA Wealth Management, LLC | 10,540 | $4.31M | 2.07% | +110+1.1% | Added |
| Aviance Capital Partners, LLC | 10,541 | $4.31M | 0.97% | −131−1.2% | Reduced |
| Unison Asset Management LLC | 10,587 | $4.33M | 2.85% | +149+1.4% | Added |
| Spire Wealth Management | 10,597 | $4.33M | 0.16% | −1,105−9.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,624 | $4.34M | 0.42% | +3,040+40.1% | Added |
| Qsemble Capital Management, LP | 10,650 | $4.36M | 0.81% | +9,750+1,083.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,681 | $4.37M | 0.20% | −37−0.3% | Reduced |
| Ascent Group, LLC | 9,985 | $4.42M | 0.49% | +513+5.4% | Added |
| Level Four Advisory Services, LLC | 10,860 | $4.44M | 0.29% | +281+2.7% | Added |
| Dynamic Advisor Solutions LLC | 10,892 | $4.45M | 0.21% | +787+7.8% | Added |
| Coldstream Capital Management Inc | 10,972 | $4.49M | 0.15% | +492+4.7% | Added |
| Benedict Financial Advisors Inc | 11,026 | $4.51M | 1.30% | +25+0.2% | Added |
| Eagle Capital Management, LLC | 11,035 | $4.51M | 2.48% | +47+0.4% | Added |
| Institutional & Family Asset Management, LLC | 11,084 | $4.53M | 0.74% | −13−0.1% | Reduced |
| Bridges Investment Management Inc | 11,114 | $4.55M | 0.16% | +550+5.2% | Added |
| Soltis Investment Advisors LLC | 11,136 | $4.55M | 0.59% | −405−3.5% | Reduced |