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; 2,795 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 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $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 |
|---|---|---|---|---|---|
| Security National Bank of Sioux City Iowa | 1,126 | $460.5K | 0.36% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,134 | $462.0K | 0.35% | +19+1.7% | Added |
| Castle Wealth Management LLC | 1,132 | $463.1K | 0.33% | +302+36.4% | Added |
| Headlands Technologies LLC | 1,136 | $464.6K | 0.23% | +757+199.7% | Added |
| Mitchell Sinkler & Starr | 1,137 | $465.0K | 0.14% | +115+11.3% | Added |
| Mason & Associates Inc | 1,140 | $466.2K | 0.15% | −50−4.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,140 | $466.2K | 0.06% | +693+155.0% | Added |
| Keebeck Wealth Management, LLC | 1,150 | $470.3K | 0.08% | −10−0.9% | Reduced |
| KLCM Advisors, Inc. | 1,150 | $470.5K | 0.09% | −278−19.5% | Reduced |
| Glassman Wealth Services | 1,153 | $471.4K | 0.08% | +767+198.7% | Added |
| MQS Management LLC | 1,156 | $472.8K | 0.29% | +367+46.5% | Added |
| StrategIQ Financial Group, LLC | 1,156 | $472.8K | 0.05% | +9+0.8% | Added |
| Curtis Advisory Group, LLC | 1,157 | $473.2K | 0.16% | −273−19.1% | Reduced |
| Intrust Bank NA | 1,160 | $474.4K | 0.06% | −142−10.9% | Reduced |
| MMBG Investment Advisors Co. | 1,170 | $478.5K | 0.06% | 00.0% | Unchanged |
| Arden Trust Co | 1,174 | $480.1K | 0.08% | +463+65.1% | Added |
| Teamwork Financial Advisors, LLC | 1,174 | $480.2K | 0.08% | +109+10.2% | Added |
| Kozak & Associates, Inc. | 1,199 | $480.6K | 0.18% | +8+0.7% | Added |
| Fingerlakes Wealth Management, Inc. | 1,177 | $481.3K | 0.59% | −33−2.7% | Reduced |
| Warren Averett Asset Management, LLC | 1,177 | $481.3K | 0.02% | +43+3.8% | Added |
| Fiera Capital Corp | 1,182 | $483.4K | 0.00% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,182 | $483.5K | 0.02% | +405+52.1% | Added |
| Crescent Sterling, Ltd. | 1,184 | $484.2K | 0.51% | −38−3.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,186 | $485.0K | 0.12% | −3−0.3% | Reduced |
| Altus Wealth Group LLC | 1,187 | $485.4K | 0.31% | −442−27.1% | Reduced |
| Kelly Financial Services LLC | 1,190 | $486.7K | 0.22% | −6−0.5% | Reduced |
| Burns Matteson Capital Management, LLC | 1,191 | $487.1K | 0.31% | −29−2.4% | Reduced |
| SYSTM Wealth Solutions LLC | 1,192 | $487.6K | 0.07% | −216−15.3% | Reduced |
| Lion Street Advisors, LLC | 1,197 | $488.0K | 0.16% | −230−16.1% | Reduced |
| Tucker Asset Management LLC | 1,200 | $490.8K | 0.13% | +427+55.2% | Added |
| Harvey Capital Management Inc | 1,200 | $490.8K | 0.17% | +1,200 | New |
| Tradewinds, LLC. | 1,201 | $491.3K | 0.29% | +1,201 | New |
| McMahon Financial Advisors, LLC | 1,201 | $491.3K | 0.15% | −2,550−68.0% | Reduced |
| Sargent Investment Group, LLC | 1,202 | $491.6K | 0.12% | +8+0.7% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $493.2K | 0.35% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,219 | $498.5K | 0.23% | +51+4.4% | Added |
| Capital Advisors Wealth Management, LLC | 1,222 | $499.9K | 0.13% | +148+13.8% | Added |
| Atom Investors LP | 1,224 | $500.6K | 0.11% | +397+48.0% | Added |
| Almanack Investment Partners, LLC. | 1,225 | $501.0K | 0.10% | +10+0.8% | Added |
| Lifeworks Advisors, LLC | 1,226 | $501.6K | 0.20% | +404+49.1% | Added |
| ABN AMRO Bank N.V. | 1,230 | $503.8K | 0.01% | −37−2.9% | Reduced |
| KLR Investment Advisors, LLC | 1,066 | $503.9K | 0.46% | −87−7.5% | Reduced |
| Grandview Asset Management LLC | 1,233 | $504.0K | 0.29% | +1,233 | New |
| Walter & Keenan Financial Consulting Co | 1,233 | $504.2K | 0.20% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,234 | $504.7K | 0.28% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,237 | $506.1K | 0.39% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 1,232 | $507.3K | 0.38% | +79+6.9% | Added |
| Pinnacle West Asset Management, Inc. | 1,245 | $509.0K | 0.50% | +60+5.1% | Added |
| Greenland Capital Management LP | 1,250 | $511.2K | 0.06% | −5,050−80.2% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,253 | $512.5K | 0.81% | −3−0.2% | Reduced |
| XY Capital Ltd | 1,255 | $513.2K | 0.47% | +1,255 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,257 | $513.9K | 0.02% | −597−32.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,259 | $514.9K | 0.25% | +72+6.1% | Added |
| First Commonwealth Financial Corp | 1,260 | $515.3K | 0.17% | +15+1.2% | Added |
| Tradition Wealth Management, LLC | 1,263 | $516.0K | 0.06% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,261 | $516.0K | 0.18% | +1,261 | New |
| Breakwater Capital Group | 1,145 | $518.0K | 0.18% | −14−1.2% | Reduced |
| FLC Capital Advisors | 1,270 | $519.2K | 0.16% | +16+1.3% | Added |
| BHK Investment Advisors, LLC | 1,270 | $519.3K | 0.24% | −80−5.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,273 | $520.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,275 | $521.4K | 0.15% | −13−1.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,275 | $521.4K | 0.39% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,275 | $521.4K | 0.08% | +237+22.8% | Added |
| Smith, Moore & Co. | 1,281 | $523.7K | 0.07% | +2+0.2% | Added |
| Eagle Ridge Investment Management | 1,281 | $523.9K | 0.06% | −90−6.6% | Reduced |
| Lokken Investment Group LLC | 1,281 | $523.9K | 0.34% | +217+20.4% | Added |
| Newman Dignan & Sheerar, Inc. | 1,281 | $524.0K | 0.17% | −100−7.2% | Reduced |
| Darwin Advisors, LLC | 1,283 | $524.6K | 0.14% | +21+1.7% | Added |
| Oxford Financial Group Ltd | 1,291 | $528.0K | 0.05% | −389−23.2% | Reduced |
| Ambassador Advisors, LLC | 1,188 | $528.7K | 0.13% | +90+8.2% | Added |
| Sentry Investment Management LLC | 1,296 | $530.0K | 0.25% | −314−19.5% | Reduced |
| Flputnam Investment Management Co | 1,298 | $530.9K | 0.01% | +281+27.6% | Added |
| Kennedy Investment Group | 1,307 | $534.3K | 0.32% | +10+0.8% | Added |
| Foster Victor Wealth Advisors, LLC | 1,334 | $534.6K | 0.06% | −118−8.1% | Reduced |
| SignalPoint Asset Management, LLC | 1,309 | $535.3K | 0.17% | +225+20.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,312 | $536.6K | 0.25% | −40−3.0% | Reduced |
| Toth Financial Advisory Corp | 1,317 | $538.4K | 0.08% | +503+61.8% | Added |
| EverSource Wealth Advisors, LLC | 1,317 | $538.7K | 0.06% | −95−6.7% | Reduced |
| Secure Asset Management, LLC | 1,318 | $538.9K | 0.16% | +37+2.9% | Added |
| Garrison Point Advisors, LLC | 1,320 | $539.8K | 0.42% | +13+1.0% | Added |
| Manhattan West Asset Management, LLC | 1,212 | $540.7K | 0.17% | +1,212 | New |
| Alta Wealth Advisors LLC | 1,329 | $543.5K | 0.33% | −109−7.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,331 | $544.3K | 0.01% | −4,340−76.5% | Reduced |
| Nwam LLC | 1,331 | $544.3K | 0.06% | −7,666−85.2% | Reduced |
| MSH Capital Advisors LLC | 1,335 | $546.0K | 0.21% | +766+134.6% | Added |
| True North Advisors, LLC | 1,337 | $546.9K | 0.17% | −45−3.3% | Reduced |
| PDS Planning, Inc | 1,338 | $547.4K | 0.07% | −79−5.6% | Reduced |
| Triangle Securities Wealth Management | 1,346 | $550.5K | 0.20% | −5−0.4% | Reduced |
| Wela Strategies, Inc. | 1,347 | $550.9K | 0.33% | +6+0.4% | Added |
| Laird Norton Trust Company, LLC | 1,350 | $552.1K | 0.07% | 00.0% | Unchanged |
| BCS Wealth Management | 1,358 | $555.0K | 0.23% | +1,358 | New |
| Cypress Financial Planning LLC | 1,359 | $555.8K | 0.32% | +45+3.4% | Added |
| Paulson Wealth Management Inc. | 1,359 | $555.8K | 0.19% | +42+3.2% | Added |
| RW Investment Management LLC | 1,363 | $557.4K | 0.10% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,365 | $558.2K | 0.33% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,369 | $559.9K | 0.29% | −22−1.6% | Reduced |
| Point72 Asset Management, L.P. | 1,373 | $561.5K | 0.00% | −84,740−98.4% | Reduced |
| Aaron Wealth Advisors | 1,373 | $561.5K | 0.07% | −102−6.9% | Reduced |
| Argus Investors' Counsel, Inc. | 1,374 | $561.8K | 0.40% | −30−2.1% | Reduced |
| Octavia Wealth Advisors, LLC | 1,379 | $563.8K | 0.11% | +19+1.4% | Added |