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 |
|---|---|---|---|---|---|
| Elite Wealth Management, Inc. | 796 | $325.7K | 0.10% | +201+33.8% | Added |
| Garrett Investment Advisors LLC | 797 | $325.9K | 0.04% | +797 | New |
| Bill Few Associates, Inc. | 798 | $326.4K | 0.17% | 00.0% | Unchanged |
| Mathes Company, Inc. | 800 | $327.0K | 0.15% | +100+14.3% | Added |
| Pekin Hardy Strauss, Inc. | 800 | $327.2K | 0.05% | −45−5.3% | Reduced |
| Dimension Capital Management LLC | 805 | $329.2K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 806 | $329.7K | 0.03% | −130−13.9% | Reduced |
| Benedetti & Gucer, Inc. | 809 | $330.8K | 0.18% | +34+4.4% | Added |
| Terra Nova Asset Management LLC | 721 | $331.9K | 0.30% | 00.0% | Unchanged |
| Aspiriant, LLC | 816 | $333.7K | 0.02% | +69+9.2% | Added |
| Milestone Asset Management, LLC | 820 | $334.4K | 0.12% | −99−10.8% | Reduced |
| Sculati Wealth Management, LLC | 818 | $334.5K | 0.17% | −125−13.3% | Reduced |
| Belfer Management LLC | 827 | $338.0K | 8.76% | 00.0% | Unchanged |
| Insight Advisors, LLC | 827 | $338.1K | 0.08% | −177−17.6% | Reduced |
| First American Trust, FSB | 828 | $338.7K | 0.05% | +20+2.5% | Added |
| Consolidated Planning Corp | 829 | $338.9K | 0.08% | −213−20.4% | Reduced |
| Rosenberg Matthew Hamilton | 830 | $339.5K | 0.11% | −71−7.9% | Reduced |
| Perennial Investment Advisors, LLC | 831 | $339.7K | 0.06% | −16−1.9% | Reduced |
| Impact Partnership Wealth, LLC | 831 | $339.9K | 0.11% | +790+1,926.8% | Added |
| Marotta Asset Management | 832 | $340.3K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 836 | $341.9K | 0.05% | +236+39.3% | Added |
| Allstate Corp | 841 | $343.9K | 0.02% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 841 | $344.0K | 0.15% | +11+1.3% | Added |
| Biltmore Family Office, LLC | 842 | $344.3K | 0.08% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 842 | $344.4K | 0.23% | +6+0.7% | Added |
| Bienville Capital Management, LLC | 844 | $345.2K | 0.11% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 844 | $345.3K | 0.05% | −1−0.1% | Reduced |
| Nomura Holdings Inc | 845 | $345.6K | 0.00% | −776−47.9% | Reduced |
| Etfidea, LLC | 849 | $347.3K | 0.15% | +50+6.3% | Added |
| Private Wealth Strategies, L.L.C. | 850 | $347.6K | 0.09% | −47−5.2% | Reduced |
| First Heartland Consultants, Inc. | 852 | $348.0K | 0.04% | +13+1.5% | Added |
| Tranquilli Financial Advisor LLC | 854 | $349.3K | 0.25% | +49+6.1% | Added |
| Per Stirling Capital Management, LLC. | 855 | $349.6K | 0.07% | +7+0.8% | Added |
| Plancorp, LLC | 856 | $350.1K | 0.02% | +136+18.9% | Added |
| LaSalle St. Investment Advisors, LLC | 859 | $351.0K | 0.17% | +59+7.4% | Added |
| Gyroscope Capital Management Group, LLC | 859 | $351.3K | 0.08% | +406+89.6% | Added |
| Hartford Funds Management Co LLC | 862 | $352.5K | 0.04% | +57+7.1% | Added |
| Court Place Advisors, LLC | 863 | $352.9K | 0.13% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 863 | $352.9K | 0.04% | +368+74.3% | Added |
| Harbor Group, Inc. | 867 | $354.5K | 0.20% | +867 | New |
| Oversea-Chinese Banking CORP Ltd | 867 | $354.6K | 0.02% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 867 | $354.6K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 870 | $355.8K | 0.08% | +169+24.1% | Added |
| Lindbrook Capital, LLC | 876 | $358.2K | 0.04% | +28+3.3% | Added |
| Redwood Wealth Management Group, LLC | 877 | $358.6K | 0.42% | +12+1.4% | Added |
| Norris Perne & French LLP | 880 | $359.9K | 0.03% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 883 | $361.1K | 0.02% | −10−1.1% | Reduced |
| WealthTrust Axiom LLC | 886 | $362.5K | 0.13% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 888 | $363.2K | 0.28% | +888 | New |
| Vantage Financial Partners Ltd., Inc. | 890 | $364.0K | 0.21% | +100+12.7% | Added |
| Shelton Wealth Management, LLC | 892 | $365.2K | 0.29% | +109+13.9% | Added |
| Calamos Wealth Management LLC | 893 | $365.2K | 0.03% | +84+10.4% | Added |
| Opus Capital Group, LLC | 895 | $366.0K | 0.06% | −102−10.2% | Reduced |
| Bank of New Hampshire | 896 | $366.4K | 0.11% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 898 | $367.2K | 0.11% | −99−9.9% | Reduced |
| Genesee Capital Advisors, LLC | 898 | $367.4K | 0.26% | +6+0.7% | Added |
| Everhart Financial Group, Inc. | 900 | $368.1K | 0.16% | −77−7.9% | Reduced |
| Sawgrass Asset Management LLC | 900 | $368.1K | 0.04% | +169+23.1% | Added |
| Gries Financial LLC | 901 | $368.5K | 0.10% | +431+91.7% | Added |
| Oak Harbor Wealth Partners, LLC | 901 | $368.6K | 0.13% | +1+0.1% | Added |
| Hodges Capital Management Inc. | 903 | $369.0K | 0.04% | +903 | Added |
| KPP Advisory Services LLC | 906 | $370.5K | 0.12% | +906 | New |
| Raleigh Capital Management Inc. | 906 | $370.7K | 0.19% | +26+3.0% | Added |
| Select Asset Management & Trust | 907 | $371.0K | 0.22% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 910 | $372.2K | 0.37% | +15+1.7% | Added |
| Bell Bank | 913 | $373.4K | 0.04% | +72+8.6% | Added |
| Mosaic Family Wealth Partners, LLC | 913 | $373.6K | 0.07% | +74+8.8% | Added |
| Capstone Triton Financial Group, LLC | 914 | $373.8K | 0.27% | +351+62.3% | Added |
| Petrus Trust Company, LTA | 916 | $374.6K | 0.04% | +916 | New |
| Acorn Wealth Advisors, LLC | 916 | $374.7K | 0.25% | +17+1.9% | Added |
| Onyx Bridge Wealth Group LLC | 919 | $375.8K | 0.09% | −24−2.5% | Reduced |
| Capital Advisors, Ltd. LLC | 920 | $376.0K | 0.06% | +1+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 920 | $376.2K | 0.10% | −35−3.7% | Reduced |
| Prosperity Consulting Group, LLC | 922 | $377.0K | 0.17% | +362+64.6% | Added |
| Manchester Capital Management LLC | 922 | $377.1K | 0.06% | +201+27.9% | Added |
| AlphaMark Advisors, LLC | 924 | $378.0K | 0.16% | +470+103.5% | Added |
| Northwest Wealth Management, LLC | 926 | $378.7K | 0.14% | −177−16.0% | Reduced |
| Sigma Investment Counselors Inc | 928 | $379.6K | 0.03% | +53+6.1% | Added |
| Cutter & CO Brokerage, Inc. | 930 | $380.1K | 0.11% | −10−1.1% | Reduced |
| Granite Investment Partners, LLC | 930 | $380.3K | 0.02% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 930 | $380.5K | 0.24% | +94+11.2% | Added |
| BKD Wealth Advisors, LLC | 930 | $380.5K | 0.01% | +13+1.4% | Added |
| Meridian Financial, LLC | 931 | $380.9K | 0.35% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 932 | $381.0K | 0.18% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 934 | $382.0K | 0.09% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 935 | $382.4K | 0.10% | −42−4.3% | Reduced |
| World Equity Group, Inc. | 936 | $382.8K | 0.08% | +481+105.7% | Added |
| Cozad Asset Management Inc | 936 | $382.8K | 0.05% | −6−0.6% | Reduced |
| Hanlon Investment Management, Inc. | 936 | $382.8K | 0.12% | +25+2.7% | Added |
| Peoples Bank | 937 | $383.2K | 0.33% | +937 | New |
| Edmp, Inc. | 938 | $383.5K | 0.39% | 00.0% | Unchanged |
| Ignite Planners, LLC | 965 | $383.6K | 0.12% | −150−13.5% | Reduced |
| Desjardins Global Asset Management Inc. | 942 | $385.2K | 0.04% | −94−9.1% | Reduced |
| Liberty Capital Management, Inc. | 946 | $386.9K | 0.11% | 00.0% | Unchanged |
| Univest Financial Corp | 952 | $389.3K | 0.13% | −67−6.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 953 | $389.7K | 0.10% | +3+0.3% | Added |
| RiverPark Advisors, LLC | 953 | $389.7K | 0.35% | +953 | New |
| Advisor OS, LLC | 954 | $390.0K | 0.06% | −1,707−64.1% | Reduced |
| Grove Bank & Trust | 954 | $390.1K | 0.08% | +233+32.3% | Added |
| Fulton Breakefield Broenniman LLC | 956 | $391.1K | 0.03% | −161−14.4% | Reduced |