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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 2,324 | $950.4K | 0.06% | +602+35.0% | Added |
| Wendell David Associates Inc | 2,323 | $950.0K | 0.11% | +2,323 | New |
| DB Fitzpatrick & Co, Inc | 2,321 | $949.2K | 1.01% | +61+2.7% | Added |
| RMB Capital Management, LLC | 2,320 | $948.9K | 0.03% | +14+0.6% | Added |
| TCTC Holdings, LLC | 2,320 | $948.8K | 0.04% | +34+1.5% | Added |
| Wellington Shields & Co., LLC | 2,310 | $944.7K | 0.24% | −25−1.1% | Reduced |
| Loudon Investment Management, LLC | 2,309 | $944.3K | 0.65% | 00.0% | Unchanged |
| XR Securities LLC | 2,307 | $943.5K | 1.30% | +823+55.5% | Added |
| South State Corp. | 2,305 | $942.7K | 0.09% | −40−1.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,110 | $941.1K | 0.45% | +146+7.4% | Added |
| Allen Capital Group, LLC | 2,308 | $941.1K | 0.17% | −83−3.5% | Reduced |
| Baldwin Investment Management, LLC | 2,300 | $940.6K | 0.16% | +745+47.9% | Added |
| Aspen Investment Management Inc | 2,279 | $932.0K | 0.56% | −166−6.8% | Reduced |
| Patten & Patten Inc | 2,272 | $929.0K | 0.08% | −16−0.7% | Reduced |
| Focus Financial Network, Inc. | 2,267 | $927.2K | 0.05% | −113−4.7% | Reduced |
| Global Trust Asset Management, LLC | 2,267 | $927.2K | 0.44% | −6−0.3% | Reduced |
| Virtue Capital Management, LLC | 2,002 | $926.5K | 0.16% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,264 | $926.0K | 0.11% | −112−4.7% | Reduced |
| Wagner Wealth Management, LLC | 2,248 | $919.5K | 0.34% | +10.0% | Added |
| NEOS Investment Management LLC | 2,244 | $917.7K | 0.12% | +2,244 | New |
| Traphagen Investment Advisors LLC | 2,239 | $915.6K | 0.12% | +10.0% | Added |
| CRA Financial Services, LLC | 2,237 | $914.8K | 0.25% | −33−1.5% | Reduced |
| Union Savings Bank | 2,232 | $912.8K | 0.57% | +31+1.4% | Added |
| Acima Private Wealth, LLC | 2,231 | $912.4K | 0.41% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 2,231 | $912.4K | 0.38% | +115+5.4% | Added |
| Rogco, LP | 2,229 | $911.6K | 0.45% | +2,229 | New |
| Garrett Wealth Advisory Group, LLC | 2,215 | $905.9K | 0.41% | +6+0.3% | Added |
| Investment Partners, Ltd. | 2,213 | $904.9K | 0.48% | +9+0.4% | Added |
| Hudson Valley Investment Advisors Inc | 2,212 | $904.6K | 0.13% | −87−3.8% | Reduced |
| Founders Financial Securities LLC | 2,202 | $900.4K | 0.12% | −13−0.6% | Reduced |
| Chesley Taft & Associates LLC | 2,186 | $894.0K | 0.06% | −30−1.4% | Reduced |
| IMS Capital Management | 2,179 | $891.1K | 0.53% | +40+1.9% | Added |
| Capital Asset Advisory Services LLC | 2,040 | $890.6K | 0.06% | −43−2.1% | Reduced |
| RKL Wealth Management LLC | 2,152 | $880.1K | 0.11% | −100−4.4% | Reduced |
| Knoll Capital Management, LLC | 2,150 | $879.3K | 0.91% | +2,150 | New |
| GoalVest Advisory LLC | 2,149 | $878.9K | 0.44% | +185+9.4% | Added |
| Oak Thistle LLC | 2,143 | $876.4K | 0.26% | +852+66.0% | Added |
| Accurate Wealth Management, LLC | 1,979 | $873.0K | 0.27% | +92+4.9% | Added |
| Monograph Wealth Advisors, LLC | 2,130 | $870.9K | 0.17% | +388+22.3% | Added |
| Wescott Financial Advisory Group, LLC | 2,121 | $867.4K | 0.16% | −3−0.1% | Reduced |
| Dana Investment Advisors, Inc. | 2,118 | $866.2K | 0.04% | +71+3.5% | Added |
| Stiles Financial Services Inc | 2,117 | $865.9K | 0.45% | +1,007+90.7% | Added |
| Chemung Canal Trust Co | 2,116 | $865.4K | 0.20% | −25−1.2% | Reduced |
| Morningstar Investment Management LLC | 2,112 | $864.0K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,979 | $863.9K | 0.09% | −577−22.6% | Reduced |
| Chelsea Counsel Co | 2,107 | $861.7K | 0.44% | 00.0% | Unchanged |
| Monument Capital Management | 2,105 | $860.7K | 0.29% | −4,329−67.3% | Reduced |
| Pitcairn Co | 2,098 | $858.0K | 0.07% | −448−17.6% | Reduced |
| Essex Savings Bank | 2,094 | $856.3K | 0.29% | −12−0.6% | Reduced |
| Keystone Financial Planning, Inc. | 2,090 | $854.7K | 0.30% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,090 | $854.7K | 0.73% | +876+72.2% | Added |
| Crawford Investment Counsel Inc | 2,088 | $853.9K | 0.02% | −91−4.2% | Reduced |
| Ropes Wealth Advisors LLC | 2,085 | $852.7K | 0.17% | −9−0.4% | Reduced |
| Williams Financial, LLC | 2,084 | $852.3K | 0.65% | +45+2.2% | Added |
| Gables Capital Management Inc. | 2,081 | $851.0K | 0.59% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,080 | $850.5K | 0.16% | +16+0.8% | Added |
| Trust Co | 2,076 | $849.0K | 0.14% | +596+40.3% | Added |
| Calton & Associates, Inc. | 2,069 | $846.2K | 1.24% | +802+63.3% | Added |
| TL Private Wealth | 1,935 | $844.7K | 0.48% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 2,057 | $842.0K | 0.00% | +1,617+367.5% | Added |
| Washington Trust Bank | 2,054 | $840.0K | 0.09% | +235+12.9% | Added |
| Verity Asset Management, Inc. | 2,053 | $839.8K | 0.62% | +26+1.3% | Added |
| ORG Partners LLC | 2,048 | $839.1K | 0.25% | +41+2.0% | Added |
| Strategic Advisors LLC | 2,051 | $838.8K | 0.17% | −32−1.5% | Reduced |
| Rockingstone Advisors LLC | 2,045 | $836.3K | 0.46% | +121+6.3% | Added |
| GHP Investment Advisors, Inc. | 1,887 | $832.5K | 0.05% | +477+33.8% | Added |
| McDonald Partners LLC | 2,026 | $828.4K | 0.27% | +150+8.0% | Added |
| Northern Financial Advisors Inc | 2,019 | $825.7K | 0.76% | +1,206+148.3% | Added |
| Retirement Guys Formula LLC | 2,018 | $825.1K | 0.57% | +604+42.7% | Added |
| Longfellow Investment Management Co LLC | 2,013 | $823.2K | 0.22% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,013 | $823.2K | 0.19% | +24+1.2% | Added |
| Bayesian Capital Management, LP | 2,000 | $817.9K | 0.09% | −1,872−48.3% | Reduced |
| Opus Investment Management Inc | 2,000 | $817.9K | 0.50% | −1,500−42.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,000 | $817.9K | 0.18% | +90+4.7% | Added |
| Texas Yale Capital Corp. | 1,998 | $817.3K | 0.04% | +19+1.0% | Added |
| Verus Capital Partners, LLC | 1,992 | $814.8K | 0.11% | +411+26.0% | Added |
| Range Financial Group LLC | 1,992 | $814.6K | 0.54% | +1,019+104.7% | Added |
| Hunter Associates Investment Management LLC | 1,986 | $812.0K | 0.17% | −10−0.5% | Reduced |
| Burns J W & Co Inc | 1,980 | $809.7K | 0.13% | −2−0.1% | Reduced |
| WP Advisors, LLC | 1,979 | $809.3K | 0.34% | +14+0.7% | Added |
| Graypoint LLC | 1,978 | $809.1K | 0.08% | +358+22.1% | Added |
| Ethos Financial Group, LLC | 1,977 | $808.6K | 0.21% | −11−0.6% | Reduced |
| First PREMIER Bank | 1,978 | $808.0K | 0.25% | −35−1.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,967 | $805.2K | 0.23% | +1,093+125.1% | Added |
| AXA S.A. | 1,966 | $804.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,965 | $803.6K | 0.14% | +4+0.2% | Added |
| Authentikos Wealth Advisory, LLC | 1,962 | $802.4K | 0.77% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,958 | $800.7K | 0.13% | −217−10.0% | Reduced |
| Stokes Family Office, LLC | 1,952 | $798.3K | 0.09% | −942−32.6% | Reduced |
| Cornerstone Wealth Management, LLC | 1,952 | $797.9K | 0.08% | +291+17.5% | Added |
| Harbour Capital Advisors, LLC | 1,943 | $794.6K | 0.24% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,941 | $793.9K | 0.23% | +104+5.7% | Added |
| West Branch Capital LLC | 1,939 | $793.1K | 0.42% | −25−1.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,938 | $792.6K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,934 | $790.9K | 0.08% | −525−21.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,932 | $790.0K | 0.16% | −14−0.7% | Reduced |
| Texas Capital Bancshares Inc | 1,931 | $789.7K | 0.44% | −33−1.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $789.0K | 0.09% | −16−0.8% | Reduced |
| Titleist Asset Management, LLC | 1,929 | $788.7K | 0.16% | +101+5.5% | Added |
| SWMG, LLC | 1,925 | $787.2K | 0.41% | +479+33.1% | Added |