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; 2,796 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
- −12 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
- 146
- 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 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 414 | $169.4K | 0.04% | +61+17.3% | Added |
| Heritage Wealth Advisors | 415 | $169.9K | 0.01% | −12−2.8% | Reduced |
| Private Ocean, LLC | 429 | $175.4K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 436 | $178.0K | 0.08% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 450 | $184.0K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 456 | $186.0K | 0.07% | +1+0.2% | Added |
| Quintet Private Bank (Europe) S.A. | 456 | $186.5K | 0.01% | −16−3.4% | Reduced |
| Dougherty Wealth Advisers LLC | 462 | $188.9K | 0.22% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 462 | $188.9K | 0.08% | +462 | New |
| Kapitalo Investimentos Ltda | 467 | $191.0K | 0.03% | +27+6.1% | Added |
| Old Second National Bank of Aurora | 482 | $197.1K | 0.06% | 00.0% | Unchanged |
| Bessemer Securities LLC | 490 | $200.0K | 0.28% | −225−31.5% | Reduced |
| Argent Capital Management LLC | 490 | $200.4K | 0.01% | −150−23.4% | Reduced |
| Total Investment Management Inc | 491 | $200.7K | 0.03% | +40+8.9% | Added |
| Accredited Investors Inc. | 491 | $200.8K | 0.02% | −50−9.2% | Reduced |
| Maripau Wealth Management LLC | 492 | $201.0K | 0.18% | +9+1.9% | Added |
| First County Bank | 493 | $201.6K | 0.10% | −103−17.3% | Reduced |
| LexAurum Advisors, LLC | 493 | $201.6K | 0.06% | +33+7.2% | Added |
| Financial Advisory Corp | 495 | $202.0K | 0.09% | −32−6.1% | Reduced |
| SMART Wealth LLC | 494 | $202.0K | 0.15% | −4−0.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 496 | $202.8K | 0.03% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 483 | $203.5K | 0.04% | +483 | New |
| Pensionmark Financial Group, LLC | 498 | $203.7K | 0.04% | −50−9.1% | Reduced |
| Sittner & Nelson, LLC | 498 | $203.9K | 0.12% | 00.0% | Unchanged |
| Addison Capital Co | 499 | $204.0K | 0.16% | −211−29.7% | Reduced |
| Arrowroot Family Office, LLC | 499 | $204.2K | 0.16% | +499 | New |
| Twin Focus Capital Partners, LLC | 500 | $204.5K | 0.05% | −46−8.4% | Reduced |
| White Lighthouse Investment Management Inc. | 500 | $204.5K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 500 | $204.5K | 0.07% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 500 | $204.5K | 0.01% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 500 | $204.5K | 0.08% | +500 | New |
| Carl P. Sherr & Co., LLC | 501 | $204.9K | 0.14% | 00.0% | Unchanged |
| Avestar Capital, LLC | 501 | $204.9K | 0.03% | +19+3.9% | Added |
| Aberdeen Wealth Management LLC | 504 | $206.3K | 0.16% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 505 | $206.7K | 0.13% | 00.0% | Unchanged |
| Campbell Wealth Management | 507 | $207.0K | 0.03% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 510 | $208.4K | 0.05% | +510 | New |
| Capstone Financial Advisors, Inc. | 510 | $208.5K | 0.02% | −2−0.4% | Reduced |
| OneAscent Wealth Management LLC | 512 | $209.0K | 0.09% | +512 | New |
| Sunburst Financial Group, LLC | 512 | $209.3K | 0.07% | +32+6.7% | Added |
| StrongBox Wealth, LLC | 516 | $210.9K | 0.13% | −12−2.3% | Reduced |
| Paloma Partners Management Co | 516 | $211.0K | 0.04% | +516 | New |
| Peregrine Asset Advisers, Inc. | 516 | $211.0K | 0.11% | +516 | New |
| First National Corp | 517 | $211.3K | 0.06% | +1+0.2% | Added |
| Cheviot Value Management, LLC | 517 | $211.4K | 0.05% | 00.0% | Unchanged |
| PSI Advisors, LLC | 517 | $211.6K | 0.09% | +3+0.6% | Added |
| Fountainhead AM, LLC | 518 | $211.8K | 0.07% | +32+6.6% | Added |
| Evermay Wealth Management LLC | 519 | $212.3K | 0.04% | +75+16.9% | Added |
| Evoke Wealth, LLC | 520 | $212.5K | 0.01% | −355−40.6% | Reduced |
| Gateway Wealth Partners, LLC | 520 | $212.6K | 0.04% | +29+5.9% | Added |
| Gould Asset Management LLC | 520 | $212.7K | 0.06% | 00.0% | Unchanged |
| Cornerstone Retirement Group, Inc. | 521 | $213.1K | 0.06% | 00.0% | Unchanged |
| Viawealth, LLC | 522 | $213.3K | 0.16% | +522 | New |
| Mark Stevens | 522 | $213.5K | 0.03% | +75+16.8% | Added |
| NBW Capital LLC | 522 | $213.5K | 0.05% | +522 | New |
| Schear Investment Advisers, LLC | 523 | $213.9K | 0.23% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 524 | $214.2K | 0.15% | +524 | New |
| Grant/GrossMendelsohn, LLC | 524 | $214.2K | 0.09% | +4+0.8% | Added |
| Total Clarity Wealth Management, Inc. | 524 | $214.3K | 0.10% | −86−14.1% | Reduced |
| Weil Company, Inc. | 525 | $214.6K | 0.11% | +83+18.8% | Added |
| City Holding Co | 526 | $215.1K | 0.04% | −10−1.9% | Reduced |
| YHB Investment Advisors, Inc. | 526 | $215.1K | 0.02% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 526 | $215.1K | 0.15% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 526 | $215.1K | 0.01% | +526 | New |
| Exchange Bank | 528 | $215.9K | 0.21% | −81−13.3% | Reduced |
| Perennial Advisors, LLC | 533 | $218.0K | 0.06% | +1+0.2% | Added |
| Financial Partners Group, Inc | 493 | $218.2K | 0.04% | +493 | New |
| Reston Wealth Management LLC | 534 | $218.3K | 0.11% | −9−1.7% | Reduced |
| Westmount Partners, LLC | 534 | $218.5K | 0.10% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 536 | $219.0K | 0.03% | −117−17.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 537 | $219.6K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 538 | $220.0K | 0.04% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 538 | $220.0K | 0.02% | +538 | New |
| Sound Income Strategies, LLC | 539 | $220.3K | 0.02% | −10−1.8% | Reduced |
| Global Wealth Strategies & Associates | 539 | $220.4K | 0.10% | 00.0% | Unchanged |
| JB Capital LLC | 539 | $220.6K | 0.02% | +8+1.5% | Added |
| Sepio Capital, LP | 540 | $221.0K | 0.02% | +1+0.2% | Added |
| Elgethun Capital Management | 543 | $222.1K | 0.07% | +4+0.7% | Added |
| Mirabella Financial Services LLP | 543 | $222.1K | 0.03% | −2−0.4% | Reduced |
| Revisor Wealth Management LLC | 544 | $222.7K | 0.19% | +100+22.5% | Added |
| Panoramic Investment Advisors, LLC | 546 | $223.3K | 0.21% | +546 | New |
| Safeguard Investment Advisory Group, LLC | 546 | $223.6K | 0.10% | −2−0.4% | Reduced |
| Summit X, LLC | 545 | $223.8K | 0.07% | −1,619−74.8% | Reduced |
| Jacobs & Co | 550 | $224.0K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 548 | $224.1K | 0.10% | 00.0% | Unchanged |
| River Street Advisors LLC | 548 | $224.1K | 0.21% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 549 | $224.5K | 0.13% | −78−12.4% | Reduced |
| Rock Point Advisors, LLC | 550 | $224.9K | 0.08% | 00.0% | Unchanged |
| Searle & Co. | 550 | $224.9K | 0.08% | 00.0% | Unchanged |
| Marathon Capital Management | 551 | $225.3K | 0.06% | +4+0.7% | Added |
| Personal Cfo Solutions, LLC | 551 | $225.4K | 0.04% | −95−14.7% | Reduced |
| Baker Avenue Asset Management, LP | 553 | $226.1K | 0.01% | +273+97.5% | Added |
| Rockland Trust Co | 555 | $227.0K | 0.01% | −48−8.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 554 | $227.0K | 0.17% | −14−2.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 555 | $227.1K | 0.13% | −280−33.5% | Reduced |
| Kowal Investment Group, LLC | 555 | $227.2K | 0.06% | −33−5.6% | Reduced |
| FSA Wealth Management LLC | 556 | $227.4K | 0.13% | +9+1.6% | Added |
| Valtinson Bruner Financial Planning LLC | 557 | $228.0K | 0.12% | 00.0% | Unchanged |
| Rock Creek Group, LP | 558 | $228.2K | 0.03% | −67−10.7% | Reduced |
| Ellis Investment Partners, LLC | 559 | $228.6K | 0.06% | +4+0.7% | Added |