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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 3,590 | $1.47M | 0.06% | +250+7.5% | Added |
| AlphaStar Capital Management, LLC | 3,587 | $1.47M | 0.18% | −3,657−50.5% | Reduced |
| Brighton Jones LLC | 3,580 | $1.46M | 0.07% | +140+4.1% | Added |
| Northeast Financial Consultants Inc | 3,547 | $1.45M | 0.09% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 3,538 | $1.45M | 0.75% | 00.0% | Unchanged |
| TCWP LLC | 3,533 | $1.44M | 1.10% | −357−9.2% | Reduced |
| Schrum Private Wealth Management LLC | 3,508 | $1.43M | 1.64% | +10.0% | Added |
| Pure Financial Advisors, Inc. | 3,507 | $1.43M | 0.06% | +9+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 3,507 | $1.43M | 0.08% | +368+11.7% | Added |
| Aull & Monroe Investment Management Corp | 3,502 | $1.43M | 0.75% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,517 | $1.43M | 0.12% | +1,360+63.1% | Added |
| First Financial Bank - Trust Division | 3,491 | $1.43M | 0.16% | −330−8.6% | Reduced |
| Mission Wealth Management, LP | 3,475 | $1.42M | 0.05% | +684+24.5% | Added |
| Moody National Bank Trust Division | 3,473 | $1.42M | 0.09% | −135−3.7% | Reduced |
| Independent Financial Group, LLC | 3,462 | $1.42M | 0.09% | −1,036−23.0% | Reduced |
| W Advisors, LLC | 3,449 | $1.41M | 1.16% | +4+0.1% | Added |
| Herold Advisors, Inc. | 3,448 | $1.41M | 0.43% | +274+8.6% | Added |
| William Allan, LLC | 3,425 | $1.40M | 1.11% | +95+2.9% | Added |
| Great Diamond Partners, LLC | 3,421 | $1.40M | 0.38% | +67+2.0% | Added |
| Valmark Advisers, Inc. | 3,407 | $1.39M | 0.03% | −36−1.0% | Reduced |
| Paradigm Asset Management Co LLC | 3,400 | $1.39M | 0.39% | −200−5.6% | Reduced |
| C2C Wealth Management, LLC | 3,402 | $1.39M | 0.20% | −23−0.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,387 | $1.38M | 0.48% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,385 | $1.38M | 0.01% | +1,281+60.9% | Added |
| Mayflower Financial Advisors, LLC | 3,377 | $1.38M | 0.21% | −60−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 3,375 | $1.38M | 0.03% | +25+0.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,371 | $1.38M | 0.09% | +117+3.6% | Added |
| Brandywine Oak Private Wealth LLC | 3,359 | $1.37M | 0.16% | −99−2.9% | Reduced |
| D.B. Root & Company, LLC | 3,357 | $1.37M | 0.54% | +100+3.1% | Added |
| Sunbelt Securities, Inc. | 3,355 | $1.37M | 0.19% | −34−1.0% | Reduced |
| New Hampshire Trust | 3,353 | $1.37M | 0.37% | −9−0.3% | Reduced |
| Pflug Koory, LLC | 3,353 | $1.37M | 0.79% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 3,349 | $1.37M | 0.73% | −1,154−25.6% | Reduced |
| Richwood Investment Advisors, LLC | 3,347 | $1.37M | 1.40% | +42+1.3% | Added |
| Red Cedar Investment Management, LLC | 3,341 | $1.37M | 0.21% | +28+0.8% | Added |
| Clark Capital Management Group, Inc. | 3,327 | $1.36M | 0.01% | −62−1.8% | Reduced |
| Bangor Savings Bank | 3,322 | $1.36M | 0.16% | −67−2.0% | Reduced |
| Ethic Inc. | 3,319 | $1.36M | 0.05% | +570+20.7% | Added |
| Guerra Pan Advisors, LLC | 3,319 | $1.36M | 1.57% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,309 | $1.35M | 0.16% | +3,309 | New |
| Central Bank & Trust Co | 3,305 | $1.35M | 0.23% | +51+1.6% | Added |
| Optimum Investment Advisors | 3,300 | $1.35M | 0.69% | −100−2.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,298 | $1.35M | 0.03% | +3,298 | New |
| Rice Partnership, LLC | 3,287 | $1.34M | 0.38% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,284 | $1.34M | 0.26% | +301+10.1% | Added |
| Fortune Financial Advisors, LLC | 3,283 | $1.34M | 1.03% | +29+0.9% | Added |
| Platform Technology Partners | 3,260 | $1.33M | 0.62% | +305+10.3% | Added |
| Versor Investments LP | 3,256 | $1.33M | 0.27% | +1,161+55.4% | Added |
| Cunning Capital Partners, LP | 3,255 | $1.33M | 0.88% | +3,255 | Added |
| LGT Fund Management Co Ltd. | 3,260 | $1.33M | 0.65% | −790−19.5% | Reduced |
| Alaethes Wealth LLC | 3,250 | $1.33M | 0.73% | +157+5.1% | Added |
| Beaton Management Co. Inc. | 3,249 | $1.33M | 0.86% | +6+0.2% | Added |
| Lindenwold Advisors | 3,246 | $1.33M | 0.83% | +3,246 | New |
| Nations Financial Group Inc, | 3,242 | $1.33M | 0.13% | +117+3.7% | Added |
| Coastal Investment Advisors, Inc. | 2,880 | $1.33M | 0.30% | −449−13.5% | Reduced |
| Prosperitas Financial LLC | 3,236 | $1.32M | 1.03% | +3,236 | New |
| Harvest Investment Advisors, LLC | 3,229 | $1.32M | 1.18% | +29+0.9% | Added |
| Crestwood Advisors Group LLC | 3,228 | $1.32M | 0.03% | +149+4.8% | Added |
| Chase Investment Counsel Corp | 3,214 | $1.31M | 0.66% | −716−18.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,205 | $1.31M | 0.21% | +270+9.2% | Added |
| CWS Financial Advisors, LLC | 3,195 | $1.31M | 0.52% | +17+0.5% | Added |
| First Financial Corp | 3,188 | $1.30M | 0.76% | +920+40.6% | Added |
| Curi Capital | 3,186 | $1.30M | 0.20% | −84−2.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,187 | $1.30M | 0.03% | −545−14.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,179 | $1.30M | 0.44% | +22+0.7% | Added |
| Venturi Wealth Management, LLC | 3,178 | $1.30M | 0.10% | −128−3.9% | Reduced |
| First Citizens Bank & Trust Co | 3,177 | $1.30M | 0.03% | +19+0.6% | Added |
| Concord Wealth Partners | 3,175 | $1.30M | 0.28% | +1,593+100.7% | Added |
| Financial Advocates Investment Management | 3,160 | $1.29M | 0.10% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 3,156 | $1.29M | 0.25% | −75−2.3% | Reduced |
| Investment Management Associates Inc | 3,152 | $1.29M | 0.54% | −30−0.9% | Reduced |
| Easterly Investment Partners LLC | 3,147 | $1.29M | 0.14% | +923+41.5% | Added |
| Morse Asset Management, Inc | 3,130 | $1.28M | 0.40% | −1,050−25.1% | Reduced |
| Intrua Financial, LLC | 3,103 | $1.27M | 0.23% | −30−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,099 | $1.27M | 0.04% | −7−0.2% | Reduced |
| High Note Wealth, LLC | 3,081 | $1.26M | 0.52% | +421+15.8% | Added |
| Diversified, LLC | 3,074 | $1.26M | 0.33% | +77+2.6% | Added |
| Machina Capital S.A.S. | 3,061 | $1.25M | 0.70% | −694−18.5% | Reduced |
| Augustine Asset Management Inc | 3,060 | $1.25M | 0.58% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,057 | $1.25M | 0.75% | −52−1.7% | Reduced |
| Inlet Private Wealth, LLC | 3,044 | $1.24M | 0.41% | −150−4.7% | Reduced |
| PYA Waltman Capital, LLC | 3,042 | $1.24M | 0.53% | +809+36.2% | Added |
| Eagle Rock Investment Company, LLC | 3,041 | $1.24M | 0.28% | −99−3.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,030 | $1.24M | 0.91% | −60−1.9% | Reduced |
| Dearborn Partners LLC | 3,018 | $1.23M | 0.05% | −61−2.0% | Reduced |
| Proficio Capital Partners LLC | 3,018 | $1.23M | 0.16% | −2,413−44.4% | Reduced |
| 9258 Wealth Management, LLC | 3,018 | $1.23M | 0.24% | −42−1.4% | Reduced |
| Morris Retirement Advisors, LLC | 3,015 | $1.23M | 0.88% | +1,940+180.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,013 | $1.23M | 0.01% | +500+19.9% | Added |
| Probity Advisors, Inc. | 3,011 | $1.23M | 0.28% | +276+10.1% | Added |
| Clearview Wealth Advisors LLC | 3,004 | $1.23M | 1.52% | +73+2.5% | Added |
| VisionPoint Advisory Group, LLC | 3,004 | $1.23M | 0.53% | +125+4.3% | Added |
| First National Bank & Trust Co of Newtown | 3,001 | $1.23M | 0.28% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19,304 | $1.23M | 0.02% | +17,828+1,207.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 2,985 | $1.22M | 0.95% | 00.0% | Unchanged |
| Perpetual Ltd | 2,979 | $1.22M | 0.01% | +870+41.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,971 | $1.21M | 0.53% | +49+1.7% | Added |
| Meridian Wealth Advisors, LLC | 2,968 | $1.21M | 0.30% | −77−2.5% | Reduced |
| TFG Advisers LLC | 2,967 | $1.21M | 0.57% | +34+1.2% | Added |
| L.M. Kohn & Company | 2,961 | $1.21M | 0.44% | +859+40.9% | Added |