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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 667 | $272.7K | 0.04% | −312−31.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 670 | $274.0K | 0.09% | −5−0.7% | Reduced |
| First National Advisers, LLC | 673 | $275.2K | 0.12% | +208+44.7% | Added |
| ERTS Wealth Advisors, LLC | 674 | $275.6K | 0.07% | −36−5.1% | Reduced |
| Colonial River Wealth Management, LLC | 676 | $276.5K | 0.18% | −82−10.8% | Reduced |
| Stonebridge Capital Advisors LLC | 678 | $277.3K | 0.03% | −75−10.0% | Reduced |
| Hartline Investment Corp | 678 | $277.3K | 0.05% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 680 | $278.1K | 0.05% | +120+21.4% | Added |
| Camden Capital, LLC | 684 | $279.9K | 0.03% | +684 | New |
| Kaydan Wealth Management, Inc. | 685 | $280.1K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 685 | $280.2K | 0.01% | −34−4.7% | Reduced |
| Keystone Financial Services | 685 | $280.3K | 0.15% | −369−35.0% | Reduced |
| Lockerman Financial Group, Inc. | 687 | $280.8K | 0.76% | −5−0.7% | Reduced |
| Romano Brothers and Company | 687 | $281.0K | 0.04% | −5−0.7% | Reduced |
| Drake & Associates, LLC | 689 | $281.9K | 0.13% | −29−4.0% | Reduced |
| Centurion Wealth Management LLC | 690 | $282.0K | 0.14% | −94−12.0% | Reduced |
| Financial Management Network Inc | 703 | $282.1K | 0.09% | −19−2.6% | Reduced |
| Norwood Financial Corp | 690 | $282.2K | 0.46% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 693 | $283.4K | 0.08% | +693 | New |
| Birchcreek Wealth Management, LLC | 695 | $284.2K | 0.19% | +16+2.4% | Added |
| Riverpark Capital Management LLC | 695 | $284.2K | 0.51% | +695 | New |
| Regal Investment Advisors LLC | 695 | $284.4K | 0.02% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 696 | $284.8K | 0.16% | +205+41.8% | Added |
| Lederer & Associates Investment Counsel | 696 | $285.0K | 0.23% | −376−35.1% | Reduced |
| Old North State Trust, LLC | 698 | $285.0K | 0.22% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 705 | $288.3K | 0.12% | +180+34.3% | Added |
| Navalign, LLC | 706 | $288.7K | 0.11% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 707 | $289.0K | 0.10% | +108+18.0% | Added |
| Truvestments Capital LLC | 708 | $289.7K | 0.15% | +11+1.6% | Added |
| Kaizen Financial Strategies | 709 | $289.8K | 0.25% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 709 | $289.9K | 0.14% | −1−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 709 | $290.0K | 0.03% | 00.0% | Unchanged |
| Channel Wealth LLC | 709 | $290.0K | 0.16% | +709 | New |
| Elevated Capital Advisors, LLC | 709 | $290.1K | 0.10% | +24+3.5% | Added |
| Bragg Financial Advisors, Inc | 710 | $290.4K | 0.02% | −81−10.2% | Reduced |
| Northside Capital Management, LLC | 710 | $290.4K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 710 | $290.4K | 0.09% | +2+0.3% | Added |
| Sather Financial Group Inc | 711 | $290.8K | 0.02% | +51+7.7% | Added |
| Montecito Bank & Trust | 712 | $291.2K | 0.07% | −314−30.6% | Reduced |
| ICA Group Wealth Management, LLC | 715 | $292.4K | 0.08% | +61+9.3% | Added |
| General Partner, Inc. | 715 | $292.4K | 0.26% | 00.0% | Unchanged |
| MJP Associates Inc | 717 | $293.2K | 0.09% | −1,023−58.8% | Reduced |
| Cascade Investment Group, Inc. | 718 | $293.5K | 0.28% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 718 | $293.6K | 0.21% | −17−2.3% | Reduced |
| KG&L Capital Management,LLC | 718 | $293.6K | 0.14% | +249+53.1% | Added |
| NTV Asset Management LLC | 719 | $294.0K | 0.05% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 720 | $294.5K | 0.06% | 00.0% | Unchanged |
| Equitable Trust Co | 720 | $294.5K | 0.02% | +16+2.3% | Added |
| Studio Investment Management LLC | 721 | $294.9K | 0.08% | +39+5.7% | Added |
| Triumph Capital Management | 723 | $295.9K | 0.13% | +22+3.1% | Added |
| Red Wave Investments LLC | 724 | $296.1K | 0.13% | −5−0.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 726 | $296.9K | 0.01% | −22−2.9% | Reduced |
| Spinnaker Trust | 726 | $296.9K | 0.02% | +103+16.5% | Added |
| Dentgroup LLC | 727 | $297.5K | 0.22% | 00.0% | Unchanged |
| Quent Capital, LLC | 728 | $297.8K | 0.05% | +39+5.7% | Added |
| Eudaimonia Partners, LLC | 730 | $298.7K | 0.07% | −2,942−80.1% | Reduced |
| Catalyst Financial Partners LLC | 731 | $298.9K | 0.10% | +125+20.6% | Added |
| Indie Asset Partners, LLC | 732 | $299.5K | 0.30% | +2+0.3% | Added |
| Mainstay Capital Management LLC | 734 | $300.2K | 0.06% | +8+1.1% | Added |
| Allred Capital Management, LLC | 734 | $300.4K | 0.15% | −18−2.4% | Reduced |
| Powell Investment Advisors, LLC | 737 | $301.4K | 0.18% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 738 | $301.8K | 0.13% | −800−52.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 739 | $302.4K | 0.15% | −50−6.3% | Reduced |
| Fortis Capital Advisors, LLC | 741 | $303.0K | 0.19% | +21+2.9% | Added |
| Corundum Group, Inc. | 742 | $303.4K | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 747 | $305.5K | 0.10% | +747 | New |
| Fidelity D & D Bancorp Inc | 747 | $305.5K | 0.31% | +747 | New |
| Legacy Bridge, LLC | 750 | $306.7K | 0.22% | −360−32.4% | Reduced |
| Stewart & Patten Co LLC | 750 | $306.7K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 750 | $306.7K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 751 | $307.1K | 0.10% | 00.0% | Unchanged |
| Fulcrum Equity Management | 756 | $309.4K | 0.36% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 758 | $310.0K | 0.09% | +14+1.9% | Added |
| West Family Investments, Inc. | 758 | $310.0K | 0.11% | −164−17.8% | Reduced |
| Masso Torrence Wealth Management Inc. | 758 | $310.0K | 0.24% | −44−5.5% | Reduced |
| Cedrus LLC | 759 | $310.4K | 0.22% | +95+14.3% | Added |
| West Wealth Group, LLC | 760 | $310.8K | 0.14% | +1+0.1% | Added |
| Amplius Wealth Advisors, LLC | 760 | $310.8K | 0.04% | −7−0.9% | Reduced |
| Vise Technologies, Inc. | 760 | $310.9K | 0.08% | −44−5.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 760 | $311.0K | 0.09% | −477−38.6% | Reduced |
| New Republic Capital, LLC | 760 | $311.0K | 0.25% | +247+48.1% | Added |
| Global Financial Private Client, LLC | 765 | $312.2K | 0.16% | −2,241−74.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 770 | $314.9K | 0.01% | −18−2.3% | Reduced |
| Dodge & Cox | 775 | $316.9K | 0.00% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 776 | $317.2K | 0.09% | +2+0.3% | Added |
| Fairfield Financial Advisors, LTD | 776 | $317.3K | 0.13% | +34+4.6% | Added |
| Salem Investment Counselors Inc | 777 | $317.8K | 0.01% | −197−20.2% | Reduced |
| Austin Private Wealth, LLC | 777 | $317.8K | 0.05% | +61+8.5% | Added |
| State of Wyoming | 777 | $317.8K | 0.07% | +629+425.0% | Added |
| James Hambro & Partners | 780 | $319.2K | 0.02% | −171−18.0% | Reduced |
| Carolinas Wealth Consulting LLC | 26,575 | $319.7K | 0.08% | −136−0.5% | Reduced |
| Accel Wealth Management | 782 | $319.7K | 0.18% | −2−0.3% | Reduced |
| NWF Advisory Services Inc. | 782 | $319.7K | 0.08% | +10+1.3% | Added |
| Perfromance Wealth Partners, LLC | 782 | $319.8K | 0.02% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 785 | $321.0K | 0.27% | 00.0% | Unchanged |
| New World Advisors LLC | 786 | $321.4K | 0.11% | +786 | New |
| Old Port Advisors | 788 | $322.3K | 0.12% | +788 | New |
| Silver Oak Securities, Inc | 790 | $323.3K | 0.07% | −1,055−57.2% | Reduced |
| Delta Asset Management LLC | 793 | $324.3K | 0.03% | −75−8.6% | Reduced |
| Occidental Asset Management, LLC | 793 | $324.3K | 0.08% | +6+0.8% | Added |