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 |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 1,586 | $650.8K | 0.33% | 00.0% | Unchanged |
| CIC Wealth, LLC | 1,589 | $650.0K | 0.23% | −58−3.5% | Reduced |
| Souders Financial Advisors | 1,589 | $650.0K | 0.12% | −532−25.1% | Reduced |
| Carr Financial Group Corp | 1,428 | $647.5K | 0.26% | +83+6.2% | Added |
| Crescent Grove Advisors, LLC | 1,581 | $646.6K | 0.08% | −189−10.7% | Reduced |
| Keebeck Alpha, LP | 1,578 | $645.3K | 0.63% | +1,064+207.0% | Added |
| Capital Square, LLC | 1,438 | $641.4K | 0.86% | +4+0.3% | Added |
| Farmers & Merchants Investments Inc | 1,567 | $640.8K | 0.03% | −42−2.6% | Reduced |
| Monetary Management Group Inc | 1,562 | $638.8K | 0.21% | −150−8.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,562 | $638.8K | 0.84% | −50−3.1% | Reduced |
| Gallacher Capital Management LLC | 1,561 | $638.5K | 0.40% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,556 | $636.3K | 0.04% | −25−1.6% | Reduced |
| New England Research & Management, Inc. | 1,554 | $636.0K | 0.36% | +1,554 | New |
| Legacy Wealth Asset Management, LLC | 1,554 | $635.5K | 0.23% | 00.0% | Unchanged |
| SL Advisors, LLC | 1,549 | $633.5K | 1.38% | −42−2.6% | Reduced |
| Good Life Advisors, LLC | 1,547 | $633.1K | 0.07% | −19−1.2% | Reduced |
| Warner Financial, Inc | 1,548 | $633.0K | 0.42% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,553 | $633.0K | 0.12% | +126+8.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,534 | $627.3K | 0.81% | −117−7.1% | Reduced |
| Renasant Bank | 1,532 | $626.5K | 0.53% | +20+1.3% | Added |
| Resurgent Financial Advisors LLC | 1,530 | $625.7K | 0.43% | +31+2.1% | Added |
| Ipswich Investment Management Co., Inc. | 1,528 | $624.9K | 0.17% | +969+173.3% | Added |
| Cambridge Trust Co | 1,524 | $623.3K | 0.03% | −35−2.2% | Reduced |
| Auxier Asset Management | 1,523 | $622.8K | 0.11% | +3+0.2% | Added |
| Rodgers Brothers Inc. | 1,514 | $619.2K | 0.11% | −500−24.8% | Reduced |
| GDS Wealth Management | 1,504 | $615.1K | 0.10% | −64−4.1% | Reduced |
| WBH Advisory Inc | 1,502 | $614.2K | 0.08% | +24+1.6% | Added |
| Aristotle Atlantic Partners, LLC | 1,500 | $613.4K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,497 | $612.3K | 0.45% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,493 | $610.6K | 0.05% | +1,493 | New |
| Zullo Investment Group, Inc. | 1,488 | $608.6K | 0.36% | +112+8.1% | Added |
| American Trust | 1,481 | $605.7K | 0.05% | +132+9.8% | Added |
| Barrett & Company, Inc. | 1,471 | $601.6K | 0.35% | −2−0.1% | Reduced |
| Cohen Investment Advisors LLC | 1,471 | $601.6K | 0.48% | −70−4.5% | Reduced |
| Liberty Wealth Management LLC | 1,471 | $601.0K | 0.15% | +7+0.5% | Added |
| Foster Dykema Cabot & Co Inc | 1,466 | $600.0K | 0.07% | 00.0% | Unchanged |
| JT Stratford LLC | 1,459 | $596.7K | 0.15% | −25−1.7% | Reduced |
| Advisors Preferred, LLC | 1,458 | $594.6K | 0.19% | +478+48.8% | Added |
| Wintrust Investments LLC | 1,800 | $594.0K | 0.06% | −4,626−72.0% | Reduced |
| Ti-Trust, Inc | 1,450 | $593.0K | 0.57% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $593.0K | 0.13% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,444 | $590.5K | 0.14% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 1,444 | $590.5K | 0.37% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,440 | $589.0K | 0.16% | +1,440 | New |
| Northcape Wealth Management, LLC | 1,440 | $588.8K | 0.23% | −9−0.6% | Reduced |
| CVA Family Office, LLC | 1,438 | $588.0K | 0.13% | −22−1.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,431 | $585.2K | 0.26% | +25+1.8% | Added |
| Pallas Capital Advisors LLC | 1,311 | $584.5K | 0.04% | +45+3.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,429 | $584.4K | 0.10% | +23+1.6% | Added |
| Bristlecone Advisors, LLC | 1,426 | $583.2K | 0.07% | −24−1.7% | Reduced |
| Kapstone Financial Advisors LLC | 1,419 | $580.3K | 0.52% | +78+5.8% | Added |
| Benjamin Edwards Inc | 1,415 | $579.0K | 0.14% | −313−18.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,414 | $578.1K | 0.06% | +27+1.9% | Added |
| Waldron Private Wealth LLC | 1,411 | $577.0K | 0.03% | −90−6.0% | Reduced |
| Ironwood Financial, llc | 1,410 | $576.6K | 0.15% | −1−0.1% | Reduced |
| Prostatis Group LLC | 1,375 | $574.5K | 0.28% | −295,721−99.5% | Reduced |
| Chatham Capital Group, Inc. | 1,404 | $574.2K | 0.13% | −20−1.4% | Reduced |
| Cito Capital Group, LLC | 1,400 | $573.0K | 0.28% | +100+7.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,398 | $571.8K | 0.04% | −66−4.5% | Reduced |
| Assetmark, Inc | 1,397 | $571.4K | 0.00% | +77+5.8% | Added |
| East Coast Asset Management, LLC. | 1,397 | $571.3K | 0.26% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,397 | $571.0K | 0.09% | +23+1.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,388 | $567.7K | 0.09% | −29−2.0% | Reduced |
| Brevan Howard Capital Management LP | 1,385 | $566.4K | 0.17% | +1,385 | New |
| Keystone Financial Group | 1,385 | $566.4K | 0.09% | −93−6.3% | Reduced |
| Transcend Wealth Collective, LLC | 1,381 | $564.7K | 0.06% | +49+3.7% | Added |
| Octavia Wealth Advisors, LLC | 1,379 | $563.8K | 0.11% | +19+1.4% | Added |
| Argus Investors' Counsel, Inc. | 1,374 | $561.8K | 0.40% | −30−2.1% | Reduced |
| Point72 Asset Management, L.P. | 1,373 | $561.5K | 0.00% | −84,740−98.4% | Reduced |
| Aaron Wealth Advisors | 1,373 | $561.5K | 0.07% | −102−6.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,369 | $559.9K | 0.29% | −22−1.6% | Reduced |
| First National Bank Sioux Falls | 1,365 | $558.2K | 0.33% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,363 | $557.4K | 0.10% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 1,359 | $555.8K | 0.32% | +45+3.4% | Added |
| Paulson Wealth Management Inc. | 1,359 | $555.8K | 0.19% | +42+3.2% | Added |
| BCS Wealth Management | 1,358 | $555.0K | 0.23% | +1,358 | New |
| Laird Norton Trust Company, LLC | 1,350 | $552.1K | 0.07% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 1,347 | $550.9K | 0.33% | +6+0.4% | Added |
| Triangle Securities Wealth Management | 1,346 | $550.5K | 0.20% | −5−0.4% | Reduced |
| PDS Planning, Inc | 1,338 | $547.4K | 0.07% | −79−5.6% | Reduced |
| True North Advisors, LLC | 1,337 | $546.9K | 0.17% | −45−3.3% | Reduced |
| MSH Capital Advisors LLC | 1,335 | $546.0K | 0.21% | +766+134.6% | Added |
| Nwam LLC | 1,331 | $544.3K | 0.06% | −7,666−85.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,331 | $544.3K | 0.01% | −4,340−76.5% | Reduced |
| Alta Wealth Advisors LLC | 1,329 | $543.5K | 0.33% | −109−7.6% | Reduced |
| Manhattan West Asset Management, LLC | 1,212 | $540.7K | 0.17% | +1,212 | New |
| Garrison Point Advisors, LLC | 1,320 | $539.8K | 0.42% | +13+1.0% | Added |
| Secure Asset Management, LLC | 1,318 | $538.9K | 0.16% | +37+2.9% | Added |
| EverSource Wealth Advisors, LLC | 1,317 | $538.7K | 0.06% | −95−6.7% | Reduced |
| Toth Financial Advisory Corp | 1,317 | $538.4K | 0.08% | +503+61.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,312 | $536.6K | 0.25% | −40−3.0% | Reduced |
| SignalPoint Asset Management, LLC | 1,309 | $535.3K | 0.17% | +225+20.8% | Added |
| Foster Victor Wealth Advisors, LLC | 1,334 | $534.6K | 0.06% | −118−8.1% | Reduced |
| Kennedy Investment Group | 1,307 | $534.3K | 0.32% | +10+0.8% | Added |
| Flputnam Investment Management Co | 1,298 | $530.9K | 0.01% | +281+27.6% | Added |
| Sentry Investment Management LLC | 1,296 | $530.0K | 0.25% | −314−19.5% | Reduced |
| Ambassador Advisors, LLC | 1,188 | $528.7K | 0.13% | +90+8.2% | Added |
| Oxford Financial Group Ltd | 1,291 | $528.0K | 0.05% | −389−23.2% | Reduced |
| Darwin Advisors, LLC | 1,283 | $524.6K | 0.14% | +21+1.7% | Added |
| Newman Dignan & Sheerar, Inc. | 1,281 | $524.0K | 0.17% | −100−7.2% | Reduced |