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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 1,281 | $523.9K | 0.34% | +217+20.4% | Added |
| Eagle Ridge Investment Management | 1,281 | $523.9K | 0.06% | −90−6.6% | Reduced |
| Smith, Moore & Co. | 1,281 | $523.7K | 0.07% | +2+0.2% | Added |
| Westside Investment Management, Inc. | 1,275 | $521.4K | 0.15% | −13−1.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,275 | $521.4K | 0.39% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,275 | $521.4K | 0.08% | +237+22.8% | Added |
| Douglass Winthrop Advisors, LLC | 1,273 | $520.6K | 0.01% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 1,270 | $519.3K | 0.24% | −80−5.9% | Reduced |
| FLC Capital Advisors | 1,270 | $519.2K | 0.16% | +16+1.3% | Added |
| Breakwater Capital Group | 1,145 | $518.0K | 0.18% | −14−1.2% | Reduced |
| Tradition Wealth Management, LLC | 1,263 | $516.0K | 0.06% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,261 | $516.0K | 0.18% | +1,261 | New |
| First Commonwealth Financial Corp | 1,260 | $515.3K | 0.17% | +15+1.2% | Added |
| Sutton Wealth Advisors Inc. | 1,259 | $514.9K | 0.25% | +72+6.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,257 | $513.9K | 0.02% | −597−32.2% | Reduced |
| XY Capital Ltd | 1,255 | $513.2K | 0.47% | +1,255 | New |
| Epic Trust Investment Advisors, LLC | 1,253 | $512.5K | 0.81% | −3−0.2% | Reduced |
| Greenland Capital Management LP | 1,250 | $511.2K | 0.06% | −5,050−80.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,245 | $509.0K | 0.50% | +60+5.1% | Added |
| HF Advisory Group, LLC | 1,232 | $507.3K | 0.38% | +79+6.9% | Added |
| Cresta Advisors, Ltd. | 1,237 | $506.1K | 0.39% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,234 | $504.7K | 0.28% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,233 | $504.2K | 0.20% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 1,233 | $504.0K | 0.29% | +1,233 | New |
| KLR Investment Advisors, LLC | 1,066 | $503.9K | 0.46% | −87−7.5% | Reduced |
| ABN AMRO Bank N.V. | 1,230 | $503.8K | 0.01% | −37−2.9% | Reduced |
| Lifeworks Advisors, LLC | 1,226 | $501.6K | 0.20% | +404+49.1% | Added |
| Almanack Investment Partners, LLC. | 1,225 | $501.0K | 0.10% | +10+0.8% | Added |
| Atom Investors LP | 1,224 | $500.6K | 0.11% | +397+48.0% | Added |
| Capital Advisors Wealth Management, LLC | 1,222 | $499.9K | 0.13% | +148+13.8% | Added |
| Brown, Lisle/Cummings, Inc. | 1,219 | $498.5K | 0.23% | +51+4.4% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $493.2K | 0.35% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,202 | $491.6K | 0.12% | +8+0.7% | Added |
| McMahon Financial Advisors, LLC | 1,201 | $491.3K | 0.15% | −2,550−68.0% | Reduced |
| Tradewinds, LLC. | 1,201 | $491.3K | 0.29% | +1,201 | New |
| Tucker Asset Management LLC | 1,200 | $490.8K | 0.13% | +427+55.2% | Added |
| Harvey Capital Management Inc | 1,200 | $490.8K | 0.17% | +1,200 | New |
| Lion Street Advisors, LLC | 1,197 | $488.0K | 0.16% | −230−16.1% | Reduced |
| SYSTM Wealth Solutions LLC | 1,192 | $487.6K | 0.07% | −216−15.3% | Reduced |
| Burns Matteson Capital Management, LLC | 1,191 | $487.1K | 0.31% | −29−2.4% | Reduced |
| Kelly Financial Services LLC | 1,190 | $486.7K | 0.22% | −6−0.5% | Reduced |
| Altus Wealth Group LLC | 1,187 | $485.4K | 0.31% | −442−27.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,186 | $485.0K | 0.12% | −3−0.3% | Reduced |
| Crescent Sterling, Ltd. | 1,184 | $484.2K | 0.51% | −38−3.1% | Reduced |
| Truepoint, Inc. | 1,182 | $483.5K | 0.02% | +405+52.1% | Added |
| Fiera Capital Corp | 1,182 | $483.4K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,177 | $481.3K | 0.02% | +43+3.8% | Added |
| Fingerlakes Wealth Management, Inc. | 1,177 | $481.3K | 0.59% | −33−2.7% | Reduced |
| Kozak & Associates, Inc. | 1,199 | $480.6K | 0.18% | +8+0.7% | Added |
| Teamwork Financial Advisors, LLC | 1,174 | $480.2K | 0.08% | +109+10.2% | Added |
| Arden Trust Co | 1,174 | $480.1K | 0.08% | +463+65.1% | Added |
| MMBG Investment Advisors Co. | 1,170 | $478.5K | 0.06% | 00.0% | Unchanged |
| Intrust Bank NA | 1,160 | $474.4K | 0.06% | −142−10.9% | Reduced |
| Curtis Advisory Group, LLC | 1,157 | $473.2K | 0.16% | −273−19.1% | Reduced |
| StrategIQ Financial Group, LLC | 1,156 | $472.8K | 0.05% | +9+0.8% | Added |
| MQS Management LLC | 1,156 | $472.8K | 0.29% | +367+46.5% | Added |
| Glassman Wealth Services | 1,153 | $471.4K | 0.08% | +767+198.7% | Added |
| KLCM Advisors, Inc. | 1,150 | $470.5K | 0.09% | −278−19.5% | Reduced |
| Keebeck Wealth Management, LLC | 1,150 | $470.3K | 0.08% | −10−0.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,140 | $466.2K | 0.06% | +693+155.0% | Added |
| Mason & Associates Inc | 1,140 | $466.2K | 0.15% | −50−4.2% | Reduced |
| Mitchell Sinkler & Starr | 1,137 | $465.0K | 0.14% | +115+11.3% | Added |
| Headlands Technologies LLC | 1,136 | $464.6K | 0.23% | +757+199.7% | Added |
| Castle Wealth Management LLC | 1,132 | $463.1K | 0.33% | +302+36.4% | Added |
| Wayfinding Financial, LLC | 1,134 | $462.0K | 0.35% | +19+1.7% | Added |
| Security National Bank of Sioux City Iowa | 1,126 | $460.5K | 0.36% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,126 | $460.4K | 0.00% | +1,126 | New |
| Founders Financial Alliance, LLC | 1,124 | $459.8K | 0.20% | −106−8.6% | Reduced |
| MBL Wealth, LLC | 1,124 | $459.7K | 0.06% | −153−12.0% | Reduced |
| Dechtman Wealth Management, LLC | 1,119 | $458.0K | 0.14% | +8+0.7% | Added |
| Guardian Wealth Advisors, LLC | 1,114 | $455.6K | 0.08% | −10−0.9% | Reduced |
| Associated Banc-Corp | 1,113 | $455.2K | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,113 | $455.1K | 0.08% | +1,113 | New |
| Chapman Investment Management, LLC | 1,112 | $454.8K | 0.38% | +52+4.9% | Added |
| Berkshire Bank | 1,111 | $454.4K | 0.13% | −50−4.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,109 | $453.5K | 0.04% | −726−39.6% | Reduced |
| Alliance Wealth Advisors, LLC | 1,107 | $452.7K | 0.33% | −8−0.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,106 | $452.4K | 0.05% | −48−4.2% | Reduced |
| Private Capital Management LLC | 1,105 | $451.9K | 0.13% | −8−0.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,104 | $451.8K | 0.00% | +41+3.9% | Added |
| Pictet & Cie (Europe) SA | 1,100 | $449.9K | 0.02% | −500−31.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,099 | $449.5K | 0.15% | +1,099 | New |
| Quad-Cities Investment Group, LLC | 1,096 | $448.4K | 0.30% | −3−0.3% | Reduced |
| Silverlake Wealth Management LLC | 1,095 | $447.9K | 0.25% | +1,095 | New |
| Richard W. Paul & Associates, LLC | 1,095 | $447.9K | 0.20% | +1,013+1,235.4% | Added |
| Comerica Securities,inc. | 1,095 | $447.8K | 0.04% | −2,205−66.8% | Reduced |
| Sterling Investment Counsel, LLC | 1,092 | $446.6K | 0.26% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,091 | $446.2K | 0.12% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,091 | $446.1K | 0.05% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,090 | $445.9K | 0.05% | +386+54.8% | Added |
| Latitude Advisors, LLC | 1,089 | $445.5K | 0.32% | +188+20.9% | Added |
| Gryphon Financial Partners LLC | 1,088 | $444.9K | 0.11% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,087 | $444.5K | 0.10% | +505+86.8% | Added |
| Alan B. Lancz & Associates, Inc. | 1,085 | $443.7K | 0.50% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,078 | $440.9K | 0.32% | +29+2.8% | Added |
| MCF Advisors LLC | 1,077 | $440.3K | 0.04% | −149−12.2% | Reduced |
| Cardiff Park Advisors, LLC | 1,072 | $438.2K | 0.06% | +4+0.4% | Added |
| Joel Isaacson & Co., LLC | 1,070 | $437.6K | 0.03% | +150+16.3% | Added |
| OneAscent Financial Services LLC | 1,066 | $436.0K | 0.11% | +1,066 | New |
| Kolinsky Wealth Management, LLC | 1,064 | $435.1K | 0.43% | −16−1.5% | Reduced |