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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 559 | $228.8K | 0.00% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 560 | $229.0K | 0.13% | +560 | New |
| Dakota Community Bank & Trust NA | 561 | $229.4K | 1.46% | −41−6.8% | Reduced |
| BlueSky Wealth Advisors, LLC | 562 | $229.8K | 0.05% | −70−11.1% | Reduced |
| Waddell & Associates, LLC | 565 | $231.1K | 0.03% | +3+0.5% | Added |
| Tempus Wealth Planning, LLC | 566 | $231.5K | 0.12% | −4,909−89.7% | Reduced |
| Rebalance, LLC | 566 | $231.5K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 567 | $231.9K | 0.17% | +115+25.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 564 | $232.0K | 0.05% | +31+5.8% | Added |
| Camden National Bank | 569 | $232.7K | 0.05% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 570 | $233.1K | 0.06% | +41+7.8% | Added |
| Paragon Private Wealth Management, LLC | 570 | $233.1K | 0.19% | +71+14.2% | Added |
| Collective Family Office LLC | 573 | $234.3K | 0.09% | −34−5.6% | Reduced |
| SNS Financial Group, LLC | 573 | $234.3K | 0.03% | −47−7.6% | Reduced |
| Retirement Planning Group | 574 | $234.7K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 534 | $235.2K | 0.09% | +35+7.0% | Added |
| Lloyd Advisory Services, LLC. | 576 | $235.5K | 0.08% | +576 | New |
| Norden Group LLC | 576 | $235.5K | 0.08% | +576 | New |
| Hamilton Capital, LLC | 577 | $236.0K | 0.02% | +70+13.8% | Added |
| Abacus Wealth Partners, LLC | 580 | $237.2K | 0.07% | −6−1.0% | Reduced |
| RFP Financial Group LLC | 581 | $237.6K | 0.10% | 00.0% | Unchanged |
| Five Oceans Advisors | 582 | $238.0K | 0.15% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 582 | $238.1K | 0.02% | −67−10.3% | Reduced |
| Nemes Rush Group LLC | 585 | $239.2K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 588 | $240.0K | 0.20% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 588 | $240.4K | 0.05% | −150−20.3% | Reduced |
| Apexium Financial, LP | 588 | $240.5K | 0.02% | +10+1.7% | Added |
| VeraBank, N.A. | 589 | $240.9K | 0.09% | +50+9.3% | Added |
| Delta Financial Group, Inc. | 590 | $241.0K | 0.08% | +590 | New |
| Ridgecrest Wealth Partners, LLC | 590 | $241.3K | 0.17% | 00.0% | Unchanged |
| MBA Advisors LLC | 592 | $242.1K | 0.15% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 593 | $242.5K | 0.04% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 550 | $243.0K | 0.18% | 00.0% | Unchanged |
| Optas, LLC | 595 | $243.3K | 0.08% | +16+2.8% | Added |
| Madrona Financial Services, LLC | 598 | $244.6K | 0.11% | −21−3.4% | Reduced |
| High Falls Advisors, Inc | 599 | $244.8K | 0.07% | +102+20.5% | Added |
| Clear Street Markets LLC | 600 | $245.0K | 0.17% | −298−33.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 600 | $245.4K | 0.11% | +600 | New |
| Pring Turner Capital Group Inc | 600 | $245.4K | 0.21% | −1−0.2% | Reduced |
| Advocate Group LLC | 601 | $245.8K | 0.06% | −4−0.7% | Reduced |
| Cahaba Wealth Management, Inc. | 606 | $247.7K | 0.03% | −43−6.6% | Reduced |
| Semus Wealth Partners LLC | 606 | $247.7K | 0.23% | −21−3.3% | Reduced |
| Atomi Financial Group, Inc. | 607 | $248.2K | 0.08% | +18+3.1% | Added |
| Fort, L.P. | 607 | $248.2K | 0.69% | −10−1.6% | Reduced |
| Montz Harcus Wealth Management LLC | 607 | $248.3K | 0.21% | −7−1.1% | Reduced |
| Osborne Partners Capital Management, LLC | 612 | $250.3K | 0.02% | −11−1.8% | Reduced |
| Touchstone Capital, Inc. | 613 | $250.7K | 0.28% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 614 | $251.1K | 0.09% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 616 | $251.9K | 0.02% | −262−29.8% | Reduced |
| Smart Money Group LLC | 617 | $252.3K | 0.12% | +152+32.7% | Added |
| Farmers National Bank | 618 | $252.7K | 0.09% | −11−1.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 618 | $252.8K | 0.12% | +1+0.2% | Added |
| Ellevest, Inc. | 618 | $252.9K | 0.02% | −31−4.8% | Reduced |
| Nixon Peabody Trust Co | 619 | $253.1K | 0.21% | +619 | New |
| Carlson Capital Management | 620 | $253.5K | 0.02% | +620 | New |
| Burke & Herbert Bank & Trust Co | 622 | $254.4K | 0.21% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 623 | $254.6K | 0.04% | +2+0.3% | Added |
| United Community Bank | 623 | $254.8K | 0.12% | +583+1,457.5% | Added |
| Destiny Capital Securities Corporation | 623 | $254.8K | 0.21% | +623 | New |
| Chilton Capital Management LLC | 623 | $254.8K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 624 | $255.2K | 0.23% | −21−3.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 627 | $256.0K | 0.09% | +3+0.5% | Added |
| Hilton Capital Management, LLC | 626 | $256.0K | 0.03% | −25−3.8% | Reduced |
| United Bank | 626 | $256.0K | 0.03% | +44+7.6% | Added |
| Sugarloaf Wealth Management, LLC | 629 | $257.1K | 0.07% | +61+10.7% | Added |
| First Interstate Bank | 630 | $257.6K | 0.02% | 00.0% | Unchanged |
| Janney Capital Management LLC | 630 | $258.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 630 | $258.0K | 0.17% | 00.0% | Unchanged |
| LMCG Investments, LLC | 632 | $258.5K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 633 | $258.9K | 0.02% | +15+2.4% | Added |
| Hills Bank & Trust Co | 634 | $259.3K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 634 | $259.3K | 0.13% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 635 | $259.7K | 0.03% | −42−6.2% | Reduced |
| Wealth Effects LLC | 635 | $259.7K | 0.13% | +110+21.0% | Added |
| Acas, LLC | 636 | $260.1K | 0.32% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 637 | $260.5K | 0.02% | +637 | New |
| Transform Wealth, LLC | 638 | $261.0K | 0.03% | −230−26.5% | Reduced |
| McAdam, LLC | 640 | $261.6K | 0.02% | +2+0.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 640 | $261.7K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 641 | $262.3K | 0.11% | −303−32.1% | Reduced |
| Westover Capital Advisors, LLC | 644 | $263.4K | 0.10% | −11−1.7% | Reduced |
| Selective Wealth Management, Inc. | 660 | $264.9K | 0.15% | −18−2.7% | Reduced |
| Mayfair Advisory Group, LLC | 610 | $265.3K | 0.26% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 650 | $265.8K | 0.20% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 650 | $265.8K | 0.08% | +50+8.3% | Added |
| Adell Harriman & Carpenter Inc | 651 | $266.2K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 652 | $266.7K | 0.16% | −47−6.7% | Reduced |
| Marshall Financial Group LLC | 654 | $267.5K | 0.10% | −25−3.7% | Reduced |
| Howard Wealth Management, LLC | 654 | $267.5K | 0.25% | −4−0.6% | Reduced |
| Fairhaven Wealth Management, LLC | 655 | $267.9K | 0.11% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 656 | $268.4K | 0.04% | +4+0.6% | Added |
| Absher Wealth Management, LLC | 657 | $268.7K | 0.04% | 00.0% | Unchanged |
| Well Done, LLC | 658 | $269.1K | 0.06% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 658 | $269.1K | 0.22% | 00.0% | Unchanged |
| Congress Park Capital LLC | 660 | $269.9K | 0.16% | −100−13.2% | Reduced |
| Ingalls & Snyder LLC | 661 | $270.0K | 0.01% | −4−0.6% | Reduced |
| Summit Wealth Partners, LLC | 663 | $270.9K | 0.07% | 00.0% | Unchanged |
| Divergent Planning, LLC | 622 | $271.5K | 0.15% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 664 | $271.7K | 0.47% | −5−0.7% | Reduced |
| Verde Capital Management | 665 | $272.2K | 0.11% | +665 | New |