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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 1,381 | $564.7K | 0.06% | +49+3.7% | Added |
| Keystone Financial Group | 1,385 | $566.4K | 0.09% | −93−6.3% | Reduced |
| Brevan Howard Capital Management LP | 1,385 | $566.4K | 0.17% | +1,385 | New |
| Steigerwald, Gordon & Koch Inc. | 1,388 | $567.7K | 0.09% | −29−2.0% | Reduced |
| Abbrea Capital, LLC | 1,397 | $571.0K | 0.09% | +23+1.7% | Added |
| East Coast Asset Management, LLC. | 1,397 | $571.3K | 0.26% | 00.0% | Unchanged |
| Assetmark, Inc | 1,397 | $571.4K | 0.00% | +77+5.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,398 | $571.8K | 0.04% | −66−4.5% | Reduced |
| Cito Capital Group, LLC | 1,400 | $573.0K | 0.28% | +100+7.7% | Added |
| Chatham Capital Group, Inc. | 1,404 | $574.2K | 0.13% | −20−1.4% | Reduced |
| Prostatis Group LLC | 1,375 | $574.5K | 0.28% | −295,721−99.5% | Reduced |
| Ironwood Financial, llc | 1,410 | $576.6K | 0.15% | −1−0.1% | Reduced |
| Waldron Private Wealth LLC | 1,411 | $577.0K | 0.03% | −90−6.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,414 | $578.1K | 0.06% | +27+1.9% | Added |
| Benjamin Edwards Inc | 1,415 | $579.0K | 0.14% | −313−18.1% | Reduced |
| Kapstone Financial Advisors LLC | 1,419 | $580.3K | 0.52% | +78+5.8% | Added |
| Bristlecone Advisors, LLC | 1,426 | $583.2K | 0.07% | −24−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,429 | $584.4K | 0.10% | +23+1.6% | Added |
| Pallas Capital Advisors LLC | 1,311 | $584.5K | 0.04% | +45+3.6% | Added |
| Murphy Pohlad Asset Management LLC | 1,431 | $585.2K | 0.26% | +25+1.8% | Added |
| CVA Family Office, LLC | 1,438 | $588.0K | 0.13% | −22−1.5% | Reduced |
| Northcape Wealth Management, LLC | 1,440 | $588.8K | 0.23% | −9−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,440 | $589.0K | 0.16% | +1,440 | New |
| Sterling Financial Group, Inc. | 1,444 | $590.5K | 0.37% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,444 | $590.5K | 0.14% | 00.0% | Unchanged |
| Ti-Trust, Inc | 1,450 | $593.0K | 0.57% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $593.0K | 0.13% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,800 | $594.0K | 0.06% | −4,626−72.0% | Reduced |
| Advisors Preferred, LLC | 1,458 | $594.6K | 0.19% | +478+48.8% | Added |
| JT Stratford LLC | 1,459 | $596.7K | 0.15% | −25−1.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,466 | $600.0K | 0.07% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,471 | $601.0K | 0.15% | +7+0.5% | Added |
| Cohen Investment Advisors LLC | 1,471 | $601.6K | 0.48% | −70−4.5% | Reduced |
| Barrett & Company, Inc. | 1,471 | $601.6K | 0.35% | −2−0.1% | Reduced |
| American Trust | 1,481 | $605.7K | 0.05% | +132+9.8% | Added |
| Zullo Investment Group, Inc. | 1,488 | $608.6K | 0.36% | +112+8.1% | Added |
| IFG Advisory, LLC | 1,493 | $610.6K | 0.05% | +1,493 | New |
| Twin Lakes Capital Management, LLC | 1,497 | $612.3K | 0.45% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 1,500 | $613.4K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,502 | $614.2K | 0.08% | +24+1.6% | Added |
| GDS Wealth Management | 1,504 | $615.1K | 0.10% | −64−4.1% | Reduced |
| Rodgers Brothers Inc. | 1,514 | $619.2K | 0.11% | −500−24.8% | Reduced |
| Auxier Asset Management | 1,523 | $622.8K | 0.11% | +3+0.2% | Added |
| Cambridge Trust Co | 1,524 | $623.3K | 0.03% | −35−2.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,528 | $624.9K | 0.17% | +969+173.3% | Added |
| Resurgent Financial Advisors LLC | 1,530 | $625.7K | 0.43% | +31+2.1% | Added |
| Renasant Bank | 1,532 | $626.5K | 0.53% | +20+1.3% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,534 | $627.3K | 0.81% | −117−7.1% | Reduced |
| Warner Financial, Inc | 1,548 | $633.0K | 0.42% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,553 | $633.0K | 0.12% | +126+8.8% | Added |
| Good Life Advisors, LLC | 1,547 | $633.1K | 0.07% | −19−1.2% | Reduced |
| SL Advisors, LLC | 1,549 | $633.5K | 1.38% | −42−2.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,554 | $635.5K | 0.23% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,554 | $636.0K | 0.36% | +1,554 | New |
| Robertson Stephens Wealth Management, LLC | 1,556 | $636.3K | 0.04% | −25−1.6% | Reduced |
| Gallacher Capital Management LLC | 1,561 | $638.5K | 0.40% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,562 | $638.8K | 0.21% | −150−8.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,562 | $638.8K | 0.84% | −50−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 1,567 | $640.8K | 0.03% | −42−2.6% | Reduced |
| Capital Square, LLC | 1,438 | $641.4K | 0.86% | +4+0.3% | Added |
| Keebeck Alpha, LP | 1,578 | $645.3K | 0.63% | +1,064+207.0% | Added |
| Crescent Grove Advisors, LLC | 1,581 | $646.6K | 0.08% | −189−10.7% | Reduced |
| Carr Financial Group Corp | 1,428 | $647.5K | 0.26% | +83+6.2% | Added |
| Souders Financial Advisors | 1,589 | $650.0K | 0.12% | −532−25.1% | Reduced |
| CIC Wealth, LLC | 1,589 | $650.0K | 0.23% | −58−3.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,586 | $650.8K | 0.33% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,593 | $651.5K | 0.41% | +206+14.9% | Added |
| Chicago Capital, LLC | 1,595 | $652.3K | 0.03% | +180+12.7% | Added |
| Nvest Financial, LLC | 1,599 | $653.7K | 0.61% | +3+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,599 | $653.9K | 0.36% | −17−1.1% | Reduced |
| Highlander Capital Management, LLC | 1,600 | $654.0K | 0.26% | +1,350+540.0% | Added |
| CFO4Life Group, LLC | 1,607 | $657.3K | 0.15% | −71−4.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,607 | $657.3K | 0.24% | +157+10.8% | Added |
| Procyon Private Wealth Partners, LLC | 1,618 | $661.5K | 0.07% | −41−2.5% | Reduced |
| Wharton Business Group, LLC | 1,619 | $662.0K | 0.04% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,626 | $665.0K | 0.39% | +9+0.6% | Added |
| KLK Capital Management LLC | 1,637 | $669.5K | 0.90% | +427+35.3% | Added |
| Certus Wealth Management, LLC | 1,643 | $671.9K | 0.64% | −50−3.0% | Reduced |
| Oak Family Advisors, LLC | 1,657 | $677.5K | 0.32% | +281+20.4% | Added |
| Brady Family Wealth, LLC | 1,658 | $678.2K | 0.26% | +38+2.3% | Added |
| Groesbeck Investment Management Corp | 1,660 | $679.0K | 1.03% | +201+13.8% | Added |
| Prestige Wealth Management Group LLC | 1,673 | $684.3K | 0.17% | +7+0.4% | Added |
| Carret Asset Management, LLC | 1,675 | $685.2K | 0.10% | −4−0.2% | Reduced |
| Key Financial Inc | 1,678 | $686.2K | 0.23% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,680 | $687.1K | 0.29% | −25−1.5% | Reduced |
| OmniStar Financial Group, Inc. | 1,660 | $688.0K | 0.82% | +15+0.9% | Added |
| Columbus Macro, LLC | 1,689 | $690.7K | 0.29% | −29−1.7% | Reduced |
| Parkside Financial Bank & Trust | 1,694 | $692.8K | 0.16% | +26+1.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,696 | $693.6K | 0.20% | −5−0.3% | Reduced |
| Baystate Wealth Management LLC | 1,696 | $693.9K | 0.06% | +21+1.3% | Added |
| Emerald Advisors, LLC | 1,697 | $694.0K | 0.16% | +187+12.4% | Added |
| Becker Capital Management Inc | 1,699 | $694.8K | 0.03% | −98−5.5% | Reduced |
| Keudell/Morrison Wealth Management | 1,702 | $696.0K | 0.21% | +55+3.3% | Added |
| Financial Advisors Network, Inc. | 1,707 | $698.0K | 0.16% | +1,707 | New |
| Goldstone Financial Group, LLC | 1,710 | $699.3K | 0.21% | +15+0.9% | Added |
| Independence Bank of Kentucky | 1,716 | $701.8K | 0.30% | +141+9.0% | Added |
| Klingman & Associates, LLC | 1,717 | $702.2K | 0.06% | −93−5.1% | Reduced |
| Enterprise Financial Services Corp | 1,720 | $703.4K | 0.49% | −46−2.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,724 | $705.2K | 0.35% | −11−0.6% | Reduced |
| FRG Family Wealth Advisors LLC | 1,725 | $705.5K | 0.16% | −15−0.9% | Reduced |