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
- −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 | 2,796 | $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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 958 | $391.8K | 0.04% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 959 | $392.2K | 0.03% | −34−3.4% | Reduced |
| Trust Co of Virginia | 960 | $392.6K | 0.04% | +960 | New |
| Delta Financial Advisors LLC | 960 | $392.6K | 0.18% | +375+64.1% | Added |
| Callan Family Office, LLC | 962 | $393.4K | 0.10% | +120+14.3% | Added |
| J2 Capital Management Inc | 964 | $394.2K | 0.50% | +10+1.0% | Added |
| Riverview Trust Co | 965 | $394.6K | 0.35% | +310+47.3% | Added |
| Lee Johnson Capital Management, LLC | 973 | $397.9K | 0.38% | −149−13.3% | Reduced |
| Shufro Rose & Co LLC | 974 | $398.2K | 0.04% | +1+0.1% | Added |
| Prentice Wealth Management LLC | 976 | $399.1K | 0.18% | −28−2.8% | Reduced |
| NCM Capital Management, LLC | 977 | $399.6K | 0.28% | −25−2.5% | Reduced |
| Parcion Private Wealth LLC | 978 | $400.0K | 0.04% | +500+104.6% | Added |
| Private Capital Management, LLC | 979 | $400.4K | 0.05% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 981 | $401.2K | 0.18% | +35+3.7% | Added |
| Syntax Research, Inc. | 981 | $401.4K | 0.33% | +981 | New |
| Peachtree Investment Partners, LLC | 982 | $401.4K | 0.20% | −129−11.6% | Reduced |
| Formidable Asset Management, LLC | 992 | $405.7K | 0.09% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 995 | $407.0K | 0.07% | −10−1.0% | Reduced |
| HBC Financial Services, PLLC | 1,000 | $408.0K | 0.31% | +500+100.0% | Added |
| Borer Denton & Associates, Inc. | 998 | $408.1K | 0.17% | +9+0.9% | Added |
| Mather Group, LLC. | 998 | $408.2K | 0.01% | −226−18.5% | Reduced |
| Van Cleef Asset Management,Inc | 1,000 | $409.0K | 0.06% | −100−9.1% | Reduced |
| Clough Capital Partners L P | 1,000 | $409.0K | 0.04% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,000 | $409.0K | 0.14% | 00.0% | Unchanged |
| Affiance Financial, LLC | 1,000 | $409.0K | 0.21% | 00.0% | Unchanged |
| Truefg, LLC | 1,000 | $409.0K | 0.18% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 1,000 | $409.1K | 0.33% | +1,000 | New |
| Copperleaf Capital, LLC | 1,000 | $409.1K | 0.44% | −89−8.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,001 | $409.5K | 0.03% | −2,099−67.7% | Reduced |
| Forte Capital LLC | 1,003 | $410.2K | 0.06% | −155−13.4% | Reduced |
| Woodward Diversified Capital, LLC | 1,006 | $411.4K | 0.30% | +133+15.2% | Added |
| Laidlaw Wealth Management LLC | 1,008 | $412.2K | 0.14% | −2,484−71.1% | Reduced |
| Congress Wealth Management LLC | 1,009 | $412.7K | 0.01% | +274+37.3% | Added |
| SkyOak Wealth, LLC | 1,010 | $413.1K | 0.12% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 1,011 | $413.3K | 0.18% | +138+15.8% | Added |
| Jackson Square Capital, LLC | 1,011 | $413.5K | 0.17% | −555−35.4% | Reduced |
| Fort Point Capital Partners LLC | 1,013 | $414.3K | 0.07% | −13−1.3% | Reduced |
| Ballast Advisors LLC | 1,014 | $414.7K | 0.17% | −2−0.2% | Reduced |
| Insight 2811, Inc. | 1,015 | $415.1K | 0.24% | −129−11.3% | Reduced |
| Alethea Capital Management, LLC | 1,015 | $415.1K | 0.51% | +1,015 | New |
| Ironsides Asset Advisors, LLC | 1,017 | $415.9K | 0.19% | −120−10.6% | Reduced |
| Sage Mountain Advisors LLC | 1,017 | $415.9K | 0.06% | +38+3.9% | Added |
| Centennial Bank | 1,017 | $415.9K | 0.29% | +174+20.6% | Added |
| Financial Management Professionals, Inc. | 1,016 | $416.0K | 0.07% | −89−8.1% | Reduced |
| David Loasby | 1,037 | $416.1K | 0.05% | −16−1.5% | Reduced |
| Autumn Glory Partners, LLC | 1,020 | $417.1K | 0.25% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,023 | $418.4K | 0.14% | +120+13.3% | Added |
| Greenhouse Wealth Management, LLC | 1,024 | $419.0K | 0.38% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,028 | $420.4K | 0.28% | −4−0.4% | Reduced |
| Mairs & Power Inc | 1,028 | $420.4K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,029 | $420.6K | 0.25% | +1,029 | New |
| Massachusetts Financial Services Co | 1,030 | $421.2K | 0.00% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,030 | $421.3K | 0.33% | +1+0.1% | Added |
| Cornerstone Planning Group LLC | 1,030 | $421.4K | 0.16% | +10+1.0% | Added |
| Bank Hapoalim BM | 1,032 | $422.0K | 0.07% | −437−29.7% | Reduced |
| Trustco Bank Corp N Y | 1,032 | $422.0K | 0.48% | −25−2.4% | Reduced |
| SRB Corp | 1,038 | $424.5K | 0.03% | +70+7.2% | Added |
| Balboa Wealth Partners | 1,039 | $424.9K | 0.16% | −285−21.5% | Reduced |
| Kickstand Ventures, LLC. | 1,039 | $424.9K | 0.13% | +1,039 | New |
| Davis R M Inc | 1,042 | $426.0K | 0.01% | −89−7.9% | Reduced |
| LaFleur & Godfrey LLC | 1,042 | $426.3K | 0.07% | +1+0.1% | Added |
| Confluence Wealth Services, Inc. | 1,046 | $427.8K | 0.08% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,054 | $431.0K | 0.22% | −95−8.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,060 | $433.5K | 0.04% | −220−17.2% | Reduced |
| Meridian Management Co | 1,063 | $434.7K | 0.14% | +9+0.9% | Added |
| Kolinsky Wealth Management, LLC | 1,064 | $435.1K | 0.43% | −16−1.5% | Reduced |
| Pacific Global Investment Management CO | 1,064 | $435.1K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,066 | $436.0K | 0.11% | +1,066 | New |
| Joel Isaacson & Co., LLC | 1,070 | $437.6K | 0.03% | +150+16.3% | Added |
| Cardiff Park Advisors, LLC | 1,072 | $438.2K | 0.06% | +4+0.4% | Added |
| MCF Advisors LLC | 1,077 | $440.3K | 0.04% | −149−12.2% | Reduced |
| Register Financial Advisors LLC | 1,078 | $440.9K | 0.32% | +29+2.8% | Added |
| Alan B. Lancz & Associates, Inc. | 1,085 | $443.7K | 0.50% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,087 | $444.5K | 0.10% | +505+86.8% | Added |
| Gryphon Financial Partners LLC | 1,088 | $444.9K | 0.11% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,089 | $445.5K | 0.32% | +188+20.9% | Added |
| Bouchey Financial Group Ltd | 1,090 | $445.9K | 0.05% | +386+54.8% | Added |
| Beese Fulmer Investment Management, Inc. | 1,091 | $446.1K | 0.05% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,091 | $446.2K | 0.12% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,092 | $446.6K | 0.26% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,095 | $447.8K | 0.04% | −2,205−66.8% | Reduced |
| Richard W. Paul & Associates, LLC | 1,095 | $447.9K | 0.20% | +1,013+1,235.4% | Added |
| Silverlake Wealth Management LLC | 1,095 | $447.9K | 0.25% | +1,095 | New |
| Quad-Cities Investment Group, LLC | 1,096 | $448.4K | 0.30% | −3−0.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,099 | $449.5K | 0.15% | +1,099 | New |
| Pictet & Cie (Europe) SA | 1,100 | $449.9K | 0.02% | −500−31.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,104 | $451.8K | 0.00% | +41+3.9% | Added |
| Private Capital Management LLC | 1,105 | $451.9K | 0.13% | −8−0.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,106 | $452.4K | 0.05% | −48−4.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,107 | $452.7K | 0.33% | −8−0.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,109 | $453.5K | 0.04% | −726−39.6% | Reduced |
| Berkshire Bank | 1,111 | $454.4K | 0.13% | −50−4.3% | Reduced |
| Chapman Investment Management, LLC | 1,112 | $454.8K | 0.38% | +52+4.9% | Added |
| Compass Ion Advisors, LLC | 1,113 | $455.1K | 0.08% | +1,113 | New |
| Associated Banc-Corp | 1,113 | $455.2K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,114 | $455.6K | 0.08% | −10−0.9% | Reduced |
| Dechtman Wealth Management, LLC | 1,119 | $458.0K | 0.14% | +8+0.7% | Added |
| MBL Wealth, LLC | 1,124 | $459.7K | 0.06% | −153−12.0% | Reduced |
| Founders Financial Alliance, LLC | 1,124 | $459.8K | 0.20% | −106−8.6% | Reduced |
| Financial Engines Advisors L.L.C. | 1,126 | $460.4K | 0.00% | +1,126 | New |