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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 2,957 | $1.21M | 0.10% | +74+2.6% | Added |
| Royal Fund Management, LLC | 2,930 | $1.20M | 0.17% | −159−5.1% | Reduced |
| One Capital Management, LLC | 2,916 | $1.19M | 0.05% | −116−3.8% | Reduced |
| Holderness Investments Co | 2,911 | $1.19M | 0.46% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,892 | $1.18M | 0.66% | +1,209+71.8% | Added |
| Castle Rock Wealth Management, LLC | 2,959 | $1.18M | 0.40% | +310+11.7% | Added |
| Covenant Asset Management, LLC | 2,881 | $1.18M | 0.36% | −8−0.3% | Reduced |
| Oakworth Capital, Inc. | 2,880 | $1.18M | 0.11% | −236−7.6% | Reduced |
| Moser Wealth Advisors, LLC | 2,875 | $1.18M | 0.83% | +49+1.7% | Added |
| BancorpSouth Bank | 2,866 | $1.17M | 0.10% | +13+0.5% | Added |
| Telemus Capital, LLC | 2,861 | $1.17M | 0.11% | −638−18.2% | Reduced |
| Islay Capital Management, LLC | 2,856 | $1.17M | 1.01% | +12+0.4% | Added |
| Sciencast Management LP | 2,853 | $1.17M | 0.53% | +2,853 | New |
| Centaurus Financial, Inc. | 2,844 | $1.16M | 0.10% | −262−8.4% | Reduced |
| International Assets Investment Management, LLC | 12,819 | $1.16M | 0.16% | +797+6.6% | Added |
| St Germain D J Co Inc | 2,836 | $1.16M | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,823 | $1.15M | 0.81% | +1,519+116.5% | Added |
| Alterity Financial Group, LLC | 2,816 | $1.15M | 1.83% | +2+0.1% | Added |
| Institute for Wealth Management, LLC. | 2,816 | $1.15M | 0.21% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,801 | $1.15M | 0.21% | +123+4.6% | Added |
| Bridgewater Associates, LP | 2,806 | $1.15M | 0.01% | +2,806 | New |
| LCNB Corp | 2,778 | $1.14M | 0.50% | 00.0% | Unchanged |
| Capital City Trust Co | 2,774 | $1.13M | 0.38% | +2,774 | New |
| Excalibur Management Corp | 2,773 | $1.13M | 0.59% | +138+5.2% | Added |
| BluePath Capital Management, LLC | 2,772 | $1.13M | 1.04% | +2,772 | New |
| Roberts Glore & Co Inc | 2,767 | $1.13M | 0.37% | +36+1.3% | Added |
| Savoie Capital LLC | 2,763 | $1.13M | 0.30% | +2,763 | New |
| Valley Brook Capital Group | 2,755 | $1.13M | 1.11% | +30+1.1% | Added |
| Boit C F David | 2,760 | $1.13M | 0.77% | +40+1.5% | Added |
| Radnor Capital Management, LLC | 2,750 | $1.13M | 0.22% | +2,750 | New |
| Cassaday & Co Wealth Management LLC | 2,747 | $1.12M | 0.05% | +6+0.2% | Added |
| ISAM Funds (UK) Ltd | 2,745 | $1.12M | 0.71% | +2,745 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,444 | $1.12M | 0.01% | +1,937+382.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,728 | $1.12M | 0.08% | −5,559−67.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 2,725 | $1.11M | 0.74% | +2+0.1% | Added |
| PFG Advisors | 2,725 | $1.11M | 0.10% | +62+2.3% | Added |
| BCJ Capital Management, LLC | 2,723 | $1.11M | 0.10% | +204+8.1% | Added |
| Nilsine Partners, LLC | 2,721 | $1.11M | 0.17% | +42+1.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,720 | $1.11M | 0.71% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 2,720 | $1.11M | 1.17% | +1,207+79.8% | Added |
| Jupiter Wealth Management LLC | 2,500 | $1.11M | 0.72% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,721 | $1.11M | 0.54% | −9−0.3% | Reduced |
| Verdence Capital Advisors LLC | 2,718 | $1.11M | 0.12% | +490+22.0% | Added |
| Argent Advisors, Inc. | 2,717 | $1.11M | 0.51% | +33+1.2% | Added |
| Veracity Capital LLC | 2,691 | $1.10M | 0.51% | −2,031−43.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,684 | $1.10M | 0.90% | +94+3.6% | Added |
| Peoples Financial Services Corp. | 2,684 | $1.10M | 0.52% | −25−0.9% | Reduced |
| Cooper Financial Group | 2,683 | $1.10M | 0.26% | −106−3.8% | Reduced |
| First Western Trust Bank | 2,666 | $1.09M | 0.06% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,644 | $1.08M | 0.08% | +227+9.4% | Added |
| Purus Wealth Management, LLC | 2,623 | $1.07M | 0.72% | +44+1.7% | Added |
| Marks Group Wealth Management, Inc | 2,618 | $1.07M | 0.13% | −212−7.5% | Reduced |
| Inceptionr LLC | 2,617 | $1.07M | 0.61% | +188+7.7% | Added |
| Kovack Advisors, Inc. | 2,613 | $1.07M | 0.15% | −276−9.6% | Reduced |
| Fiduciary Group LLC | 2,597 | $1.06M | 0.14% | +285+12.3% | Added |
| First Hawaiian Bank | 2,590 | $1.06M | 0.04% | −817−24.0% | Reduced |
| Strategic Blueprint, LLC | 2,590 | $1.06M | 0.10% | −196−7.0% | Reduced |
| Profund Advisors LLC | 2,587 | $1.06M | 0.06% | −118−4.4% | Reduced |
| Sippican Capital Advisors | 2,573 | $1.05M | 0.97% | +4+0.2% | Added |
| Bryn Mawr Trust Co | 2,563 | $1.05M | 0.05% | −27−1.0% | Reduced |
| Edgestream Partners, L.P. | 2,557 | $1.05M | 0.08% | +1,514+145.2% | Added |
| Vicus Capital | 2,556 | $1.05M | 0.11% | +345+15.6% | Added |
| Hoey Investments, Inc | 2,548 | $1.04M | 0.35% | +50+2.0% | Added |
| Tandem Capital Management Corp | 2,542 | $1.04M | 0.71% | −489−16.1% | Reduced |
| Patten Group, Inc. | 2,541 | $1.04M | 0.31% | +56+2.3% | Added |
| Ballentine Partners, LLC | 2,540 | $1.04M | 0.02% | −246−8.8% | Reduced |
| Symmetry Partners, LLC | 2,537 | $1.04M | 0.06% | −1,270−33.4% | Reduced |
| My Legacy Advisors, LLC | 2,306 | $1.04M | 0.42% | −20−0.9% | Reduced |
| Howe & Rusling Inc | 2,529 | $1.03M | 0.12% | −25−1.0% | Reduced |
| Callahan Advisors, LLC | 2,519 | $1.03M | 0.13% | −296−10.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,513 | $1.03M | 0.29% | +13+0.5% | Added |
| BigSur Wealth Management LLC | 2,510 | $1.03M | 0.52% | −200−7.4% | Reduced |
| Continuum Advisory, LLC | 2,510 | $1.03M | 0.16% | −84−3.2% | Reduced |
| Moneta Group Investment Advisors LLC | 2,505 | $1.02M | 0.02% | +17+0.7% | Added |
| Deseret Mutual Benefit Administrators | 2,500 | $1.02M | 0.50% | −328−11.6% | Reduced |
| Washington Capital Management Inc | 2,490 | $1.02M | 0.94% | −10−0.4% | Reduced |
| Magnetar Financial LLC | 2,485 | $1.02M | 0.03% | +2,485 | New |
| Duff & Phelps Investment Management Co | 2,477 | $1.01M | 0.01% | −113−4.4% | Reduced |
| Ancora Advisors, LLC | 2,471 | $1.01M | 0.03% | −55−2.2% | Reduced |
| Wealthspire Advisors, LLC | 2,435 | $995.7K | 0.02% | +506+26.2% | Added |
| Financial Security Advisor, Inc. | 2,433 | $995.1K | 0.46% | +2,433 | New |
| Los Angeles Capital Management LLC | 2,424 | $991.3K | 0.00% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,429 | $990.7K | 0.24% | +63+2.7% | Added |
| Mendel Capital Management LLC | 2,420 | $989.8K | 0.81% | −3−0.1% | Reduced |
| Cigna Investments Inc | 2,419 | $989.0K | 0.23% | −333−12.1% | Reduced |
| Charter Trust Co | 2,418 | $988.9K | 0.08% | +316+15.0% | Added |
| Fairfield, Bush & Co. | 2,410 | $985.8K | 0.64% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,405 | $983.5K | 0.18% | −25−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 2,402 | $982.2K | 0.20% | −53−2.2% | Reduced |
| Axq Capital, LP | 2,400 | $981.5K | 0.35% | +2,400 | New |
| Eads & Heald Wealth Management | 2,390 | $977.0K | 0.51% | −75−3.0% | Reduced |
| Matrix Trust Co | 2,381 | $974.0K | 0.25% | −592−19.9% | Reduced |
| Redmond Asset Management, LLC | 2,359 | $964.8K | 0.34% | +934+65.5% | Added |
| Covenant Partners, LLC | 2,358 | $964.3K | 0.35% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 2,349 | $960.5K | 0.32% | +1,840+361.5% | Added |
| Mountain Capital Investment Advisors, Inc | 2,153 | $957.7K | 0.36% | −2,102−49.4% | Reduced |
| MBM Wealth Consultants, LLC | 2,169 | $956.4K | 0.42% | +273+14.4% | Added |
| Catalyst Capital Advisors LLC | 2,335 | $954.9K | 0.03% | −324−12.2% | Reduced |
| RDA Financial Network | 2,329 | $952.5K | 0.41% | +83+3.7% | Added |
| Avidian Wealth Solutions, LLC | 2,327 | $951.6K | 0.07% | −120−4.9% | Reduced |