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 |
|---|---|---|---|---|---|
| Gradient Capital Advisors, LLC | 1,921 | $785.7K | 0.33% | +15+0.8% | Added |
| Pioneer Trust Bank N A | 1,920 | $785.2K | 0.26% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,910 | $781.0K | 0.68% | +1,326+227.1% | Added |
| SPC Financial, Inc. | 1,907 | $779.7K | 0.09% | +10+0.5% | Added |
| Birinyi Associates Inc | 1,900 | $778.0K | 0.31% | −100−5.0% | Reduced |
| DeDora Capital, Inc. | 1,902 | $777.9K | 0.31% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,901 | $777.4K | 0.21% | −63−3.2% | Reduced |
| Toews Corp | 1,900 | $777.0K | 0.47% | +1,900 | New |
| STAR Financial Bank | 1,891 | $773.3K | 0.79% | −153−7.5% | Reduced |
| Cornerstone Capital, Inc. | 1,890 | $772.9K | 0.09% | 00.0% | Unchanged |
| City State Bank | 1,886 | $771.0K | 0.42% | +175+10.2% | Added |
| Dorsey & Whitney Trust CO LLC | 1,883 | $770.1K | 0.07% | +158+9.2% | Added |
| SOL Capital Management CO | 1,883 | $770.0K | 0.12% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,878 | $768.0K | 0.01% | +102+5.7% | Added |
| Stony Point Wealth Management Inc. | 1,754 | $765.7K | 0.40% | −25−1.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,867 | $763.5K | 0.26% | −125−6.3% | Reduced |
| West Paces Advisors Inc. | 1,866 | $763.1K | 0.24% | +4+0.2% | Added |
| Walker Asset Management, LLC | 1,861 | $761.0K | 0.68% | −9−0.5% | Reduced |
| Karpas Strategies, LLC | 1,859 | $760.1K | 0.28% | +5+0.3% | Added |
| Westpac Banking Corp | 1,854 | $758.2K | 0.06% | +870+88.4% | Added |
| Capital Market Strategies LLC | 1,873 | $756.7K | 0.75% | +14+0.8% | Added |
| Sanders Morris Harris LLC | 1,854 | $756.3K | 0.16% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,845 | $754.4K | 0.08% | +491+36.3% | Added |
| Hudock, Inc. | 1,841 | $753.2K | 0.18% | +74+4.2% | Added |
| KC Investment Advisors, LLC | 1,840 | $752.5K | 0.49% | +88+5.0% | Added |
| Gulf International Bank (UK) Ltd | 1,839 | $752.0K | 0.02% | −317−14.7% | Reduced |
| Geller Advisors LLC | 1,835 | $750.4K | 0.09% | −57−3.0% | Reduced |
| Quadrant Capital Group LLC | 1,829 | $748.0K | 0.07% | +140+8.3% | Added |
| Oder Investment Management, LLC | 1,828 | $747.6K | 0.81% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,822 | $745.1K | 0.46% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,819 | $743.9K | 0.55% | +34+1.9% | Added |
| AMG National Trust Bank | 1,810 | $740.2K | 0.03% | −24−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 1,807 | $739.0K | 0.15% | +35+2.0% | Added |
| Ausdal Financial Partners, Inc. | 1,805 | $738.3K | 0.10% | −73−3.9% | Reduced |
| Means Investment Co., Inc. | 1,802 | $737.0K | 0.12% | −35−1.9% | Reduced |
| Wulff, Hansen & Co. | 1,800 | $736.1K | 0.86% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,800 | $736.1K | 0.61% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,800 | $736.0K | 0.44% | +1,800 | New |
| Raab & Moskowitz Asset Management LLC | 1,799 | $735.7K | 0.26% | +18+1.0% | Added |
| Echo Street Capital Management LLC | 1,799 | $735.7K | 0.01% | +1,104+158.8% | Added |
| MidWestOne Financial Group, Inc. | 1,798 | $735.3K | 0.17% | 00.0% | Unchanged |
| MWA Asset Management | 1,798 | $735.3K | 0.71% | +1,798 | New |
| Syon Capital LLC | 1,796 | $734.3K | 0.09% | +1,796 | New |
| Telos Capital Management, Inc. | 1,785 | $730.1K | 0.10% | +381+27.1% | Added |
| Fifth Third Wealth Advisors LLC | 1,785 | $730.0K | 0.29% | +1,180+195.0% | Added |
| Wealth Management Associates, Inc. | 1,783 | $729.2K | 0.43% | +7+0.4% | Added |
| Tilia Fiduciary Partners, Inc. | 1,780 | $728.0K | 0.76% | +207+13.2% | Added |
| Helen Stephens Group, LLC | 1,780 | $727.9K | 0.38% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,772 | $724.6K | 0.16% | +9+0.5% | Added |
| Fortis Capital Management LLC | 1,768 | $723.0K | 0.23% | +1,768 | New |
| TCI Wealth Advisors, Inc. | 1,765 | $721.8K | 0.09% | +259+17.2% | Added |
| Goldstein Advisors, LLC | 1,763 | $721.0K | 0.15% | +73+4.3% | Added |
| Schnieders Capital Management LLC | 1,762 | $720.6K | 0.16% | +160+10.0% | Added |
| Prio Wealth Limited Partnership | 1,757 | $718.5K | 0.03% | +22+1.3% | Added |
| Norris Financial Group, LLC | 1,752 | $716.5K | 0.50% | −30−1.7% | Reduced |
| CAPROCK Group, Inc. | 1,746 | $714.2K | 0.05% | +26+1.5% | Added |
| Financial Planning & Information Services, Inc. | 1,745 | $713.6K | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,599 | $713.5K | 0.04% | +77+5.1% | Added |
| Monarch Capital Management Inc | 1,743 | $712.8K | 0.23% | +19+1.1% | Added |
| Advisory Alpha, LLC | 1,737 | $710.6K | 0.04% | +211+13.8% | Added |
| Park Edge Advisors, LLC | 1,736 | $710.0K | 0.26% | −79−4.4% | Reduced |
| Kathmere Capital Management, LLC | 1,736 | $710.0K | 0.11% | −54−3.0% | Reduced |
| Cadinha & Co LLC | 1,734 | $709.1K | 0.16% | −29,986−94.5% | Reduced |
| Benchmark Investment Advisors LLC | 1,734 | $709.1K | 0.72% | +46+2.7% | Added |
| Corton Capital Inc. | 1,729 | $707.1K | 0.36% | +142+8.9% | Added |
| Mill Creek Capital Advisors, LLC | 1,727 | $706.3K | 0.02% | −117−6.3% | Reduced |
| FRG Family Wealth Advisors LLC | 1,725 | $705.5K | 0.16% | −15−0.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,724 | $705.2K | 0.35% | −11−0.6% | Reduced |
| Enterprise Financial Services Corp | 1,720 | $703.4K | 0.49% | −46−2.6% | Reduced |
| Klingman & Associates, LLC | 1,717 | $702.2K | 0.06% | −93−5.1% | Reduced |
| Independence Bank of Kentucky | 1,716 | $701.8K | 0.30% | +141+9.0% | Added |
| Goldstone Financial Group, LLC | 1,710 | $699.3K | 0.21% | +15+0.9% | Added |
| Financial Advisors Network, Inc. | 1,707 | $698.0K | 0.16% | +1,707 | New |
| Keudell/Morrison Wealth Management | 1,702 | $696.0K | 0.21% | +55+3.3% | Added |
| Becker Capital Management Inc | 1,699 | $694.8K | 0.03% | −98−5.5% | Reduced |
| Emerald Advisors, LLC | 1,697 | $694.0K | 0.16% | +187+12.4% | Added |
| Baystate Wealth Management LLC | 1,696 | $693.9K | 0.06% | +21+1.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,696 | $693.6K | 0.20% | −5−0.3% | Reduced |
| Parkside Financial Bank & Trust | 1,694 | $692.8K | 0.16% | +26+1.6% | Added |
| Columbus Macro, LLC | 1,689 | $690.7K | 0.29% | −29−1.7% | Reduced |
| OmniStar Financial Group, Inc. | 1,660 | $688.0K | 0.82% | +15+0.9% | Added |
| Wade Financial Advisory, Inc | 1,680 | $687.1K | 0.29% | −25−1.5% | Reduced |
| Key Financial Inc | 1,678 | $686.2K | 0.23% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,675 | $685.2K | 0.10% | −4−0.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,673 | $684.3K | 0.17% | +7+0.4% | Added |
| Groesbeck Investment Management Corp | 1,660 | $679.0K | 1.03% | +201+13.8% | Added |
| Brady Family Wealth, LLC | 1,658 | $678.2K | 0.26% | +38+2.3% | Added |
| Oak Family Advisors, LLC | 1,657 | $677.5K | 0.32% | +281+20.4% | Added |
| Certus Wealth Management, LLC | 1,643 | $671.9K | 0.64% | −50−3.0% | Reduced |
| KLK Capital Management LLC | 1,637 | $669.5K | 0.90% | +427+35.3% | Added |
| Columbia Trust Co 01012016 | 1,626 | $665.0K | 0.39% | +9+0.6% | Added |
| Wharton Business Group, LLC | 1,619 | $662.0K | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,618 | $661.5K | 0.07% | −41−2.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,607 | $657.3K | 0.24% | +157+10.8% | Added |
| CFO4Life Group, LLC | 1,607 | $657.3K | 0.15% | −71−4.2% | Reduced |
| Highlander Capital Management, LLC | 1,600 | $654.0K | 0.26% | +1,350+540.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,599 | $653.9K | 0.36% | −17−1.1% | Reduced |
| Nvest Financial, LLC | 1,599 | $653.7K | 0.61% | +3+0.2% | Added |
| Chicago Capital, LLC | 1,595 | $652.3K | 0.03% | +180+12.7% | Added |
| Buttonwood Financial Advisors Inc. | 1,593 | $651.5K | 0.41% | +206+14.9% | Added |