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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 4,554 | $1.86M | 0.13% | −151−3.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,552 | $1.86M | 0.09% | −28−0.6% | Reduced |
| Heritage Trust Co | 4,523 | $1.85M | 0.29% | −87−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 4,513 | $1.85M | 0.17% | −288−6.0% | Reduced |
| Integrated Advisors Network LLC | 4,513 | $1.85M | 0.11% | −8,422−65.1% | Reduced |
| River Wealth Advisors LLC | 4,510 | $1.84M | 0.33% | +169+3.9% | Added |
| Zurich Insurance Group Ltd | 4,500 | $1.84M | 0.02% | −139,536−96.9% | Reduced |
| Lantz Financial LLC | 4,496 | $1.84M | 0.73% | −99−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 4,493 | $1.84M | 0.09% | −465−9.4% | Reduced |
| JGP Wealth Management, LLC | 4,481 | $1.83M | 0.31% | +218+5.1% | Added |
| First Command Advisory Services, Inc. | 4,479 | $1.83M | 0.02% | +4,479 | New |
| Gateway Investment Advisers LLC | 4,426 | $1.81M | 0.02% | +274+6.6% | Added |
| WESPAC Advisors SoCal, LLC | 4,409 | $1.80M | 0.61% | +5+0.1% | Added |
| Forefront Wealth Management Inc. | 4,407 | $1.80M | 2.53% | +17+0.4% | Added |
| Icon Advisers Inc | 4,400 | $1.80M | 0.45% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 4,395 | $1.80M | 2.47% | +535+13.9% | Added |
| Kenfarb & Co. | 4,395 | $1.80M | 1.64% | −35−0.8% | Reduced |
| Maven Securities LTD | 4,376 | $1.79M | 0.20% | +4,376 | New |
| Parallel Advisors, LLC | 4,367 | $1.79M | 0.06% | −484−10.0% | Reduced |
| Ogorek Anthony Joseph | 4,363 | $1.78M | 0.70% | −41−0.9% | Reduced |
| Phoenix Wealth Advisors | 4,341 | $1.78M | 1.04% | −13−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,278 | $1.75M | 0.42% | +57+1.4% | Added |
| Magnus Financial Group LLC | 4,263 | $1.74M | 0.25% | −67−1.5% | Reduced |
| Sabal Trust CO | 4,258 | $1.74M | 0.12% | +22+0.5% | Added |
| Cobblestone Capital Advisors LLC | 4,239 | $1.73M | 0.13% | +234+5.8% | Added |
| Golden State Equity Partners | 4,162 | $1.70M | 0.47% | −108−2.5% | Reduced |
| Investors Research Corp | 4,153 | $1.70M | 0.44% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 4,140 | $1.69M | 0.50% | +4,140 | New |
| Kinsale Capital Group, Inc. | 4,138 | $1.69M | 0.96% | +1,309+46.3% | Added |
| Members Capital Advisors Inc | 4,131 | $1.69M | 2.10% | −860−17.2% | Reduced |
| Insigneo Advisory Services, LLC | 4,124 | $1.69M | 0.34% | +102+2.5% | Added |
| Mystic Asset Management, Inc. | 4,098 | $1.68M | 0.94% | −90−2.1% | Reduced |
| Segment Wealth Management, LLC | 4,094 | $1.67M | 0.17% | +90+2.2% | Added |
| Wealth Alliance | 4,088 | $1.67M | 0.26% | −90−2.2% | Reduced |
| EPG Wealth Management LLC | 4,069 | $1.66M | 0.50% | −72−1.7% | Reduced |
| RSM US Wealth Management LLC | 4,062 | $1.66M | 0.06% | +114+2.9% | Added |
| Ritholtz Wealth Management | 4,060 | $1.66M | 0.07% | −6,619−62.0% | Reduced |
| Country Club Bank | 4,039 | $1.66M | 0.14% | +14+0.3% | Added |
| Paralel Advisors LLC | 4,046 | $1.65M | 0.09% | +45+1.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,029 | $1.65M | 1.52% | +20.0% | Added |
| First Foundation Advisors | 4,029 | $1.65M | 0.08% | +21+0.5% | Added |
| Acropolis Investment Management, LLC | 4,026 | $1.65M | 0.13% | −22−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 4,020 | $1.64M | 0.05% | −29,205−87.9% | Reduced |
| Lakeview Capital Partners, LLC | 4,017 | $1.64M | 0.32% | +42+1.1% | Added |
| Exeter Financial, LLC | 3,993 | $1.63M | 0.86% | +13+0.3% | Added |
| InterOcean Capital Group, LLC | 3,992 | $1.63M | 0.05% | −34−0.8% | Reduced |
| Rehmann Capital Advisory Group | 3,975 | $1.63M | 0.15% | +200+5.3% | Added |
| Greenwood Capital Associates LLC | 3,964 | $1.62M | 0.24% | +8+0.2% | Added |
| Meeder Advisory Services, Inc. | 3,964 | $1.62M | 0.20% | −1,921−32.6% | Reduced |
| JJJ Advisors Inc. | 3,949 | $1.61M | 0.43% | +687+21.1% | Added |
| Cahill Financial Advisors Inc | 3,939 | $1.61M | 0.27% | −10−0.3% | Reduced |
| TCM Advisors, LLC | – | $1.61M | 1.44% | – | – |
| Gray Wealth Management Inc. | 3,929 | $1.61M | 0.82% | −40−1.0% | Reduced |
| First City Capital Management, Inc. | 3,925 | $1.61M | 1.01% | 00.0% | Unchanged |
| Bollard Group LLC | 3,921 | $1.60M | 0.06% | −15−0.4% | Reduced |
| Decatur Capital Management, Inc. | 3,921 | $1.60M | 1.16% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4,027 | $1.60M | 0.87% | +177+4.6% | Added |
| Buckley Wealth Management, LLC | 3,900 | $1.59M | 0.60% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 3,900 | $1.59M | 1.32% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,896 | $1.59M | 0.16% | +177+4.8% | Added |
| Fundamentun, LLC | 3,894 | $1.59M | 0.24% | +140+3.7% | Added |
| Summit Financial, LLC | 3,865 | $1.58M | 0.12% | +2,146+124.8% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,861 | $1.58M | 0.69% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,858 | $1.58M | 0.20% | +96+2.6% | Added |
| Koshinski Asset Management, Inc. | 3,857 | $1.58M | 0.18% | −278−6.7% | Reduced |
| Anchor Investment Management, LLC | 3,808 | $1.56M | 0.20% | −10−0.3% | Reduced |
| Centiva Capital, LP | 3,807 | $1.56M | 0.08% | +3,162+490.2% | Added |
| Harbor Investment Advisory, LLC | 3,805 | $1.56M | 0.20% | +2+0.1% | Added |
| Virtu Financial LLC | 3,796 | $1.55M | 0.15% | −2,994−44.1% | Reduced |
| Main Street Financial Solutions, LLC | 3,790 | $1.55M | 0.22% | −13−0.3% | Reduced |
| Wolff Wiese Magana LLC | 3,789 | $1.55M | 1.26% | +437+13.0% | Added |
| Alta Capital Management LLC | 3,786 | $1.55M | 0.11% | +46+1.2% | Added |
| RB Capital Management, LLC | 3,784 | $1.55M | 0.50% | −10.0% | Reduced |
| Wellington Shields Capital Management, LLC | 3,783 | $1.55M | 0.20% | −664−14.9% | Reduced |
| Highview Capital Management LLC | 3,776 | $1.54M | 0.88% | −84−2.2% | Reduced |
| Dark Forest Capital Management LP | 3,774 | $1.54M | 0.13% | +1,218+47.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,441 | $1.54M | 0.72% | +29+0.8% | Added |
| Veriti Management LLC | 3,763 | $1.54M | 0.18% | −95−2.5% | Reduced |
| Altfest L J & Co Inc | 3,753 | $1.53M | 0.24% | +7+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,748 | $1.53M | 0.45% | −69−1.8% | Reduced |
| Summit Trail Advisors, LLC | 3,742 | $1.53M | 0.06% | +33+0.9% | Added |
| Investors Asset Management of Georgia Inc | 3,740 | $1.53M | 0.84% | −11−0.3% | Reduced |
| LCM Capital Management Inc | 3,717 | $1.52M | 1.24% | +124+3.5% | Added |
| PBMares Wealth Management LLC | 3,713 | $1.52M | 0.55% | +91+2.5% | Added |
| IAM Advisory, LLC | 3,705 | $1.52M | 0.53% | +117+3.3% | Added |
| Choate Investment Advisors | 3,688 | $1.51M | 0.06% | +93+2.6% | Added |
| Thrive Wealth Management, LLC | 3,686 | $1.51M | 0.40% | +22+0.6% | Added |
| Schmidt P J Investment Management Inc | 3,336 | $1.50M | 0.32% | −22−0.7% | Reduced |
| Guardian Wealth Management, Inc. | 3,657 | $1.50M | 1.40% | +6+0.2% | Added |
| Leisure Capital Management | 3,657 | $1.50M | 0.86% | −57−1.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,649 | $1.49M | 0.54% | +3,649 | New |
| Schechter Investment Advisors, LLC | 3,648 | $1.49M | 0.14% | −57−1.5% | Reduced |
| Legal Advantage Investments, Inc. | 3,646 | $1.49M | 1.07% | −154−4.1% | Reduced |
| Westhampton Capital, LLC | 3,638 | $1.49M | 0.96% | +584+19.1% | Added |
| Scott & Selber, Inc. | 3,624 | $1.48M | 0.61% | −9−0.2% | Reduced |
| Harbour Investments, Inc. | 3,620 | $1.48M | 0.07% | +408+12.7% | Added |
| Convergence Investment Partners, LLC | 3,608 | $1.48M | 0.87% | −1,014−21.9% | Reduced |
| TrinityPoint Wealth, LLC | 3,604 | $1.47M | 0.29% | +240+7.1% | Added |
| Claro Advisors LLC | 3,601 | $1.47M | 0.37% | +136+3.9% | Added |
| EHP Funds Inc. | 3,600 | $1.47M | 0.70% | −2,300−39.0% | Reduced |