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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 1,064 | $435.1K | 0.10% | 00.0% | Unchanged |
| Meridian Management Co | 1,063 | $434.7K | 0.14% | +9+0.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,060 | $433.5K | 0.04% | −220−17.2% | Reduced |
| Indiana Trust & Investment Management CO | 1,054 | $431.0K | 0.22% | −95−8.3% | Reduced |
| Confluence Wealth Services, Inc. | 1,046 | $427.8K | 0.08% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,042 | $426.3K | 0.07% | +1+0.1% | Added |
| Davis R M Inc | 1,042 | $426.0K | 0.01% | −89−7.9% | Reduced |
| Kickstand Ventures, LLC. | 1,039 | $424.9K | 0.13% | +1,039 | New |
| Balboa Wealth Partners | 1,039 | $424.9K | 0.16% | −285−21.5% | Reduced |
| SRB Corp | 1,038 | $424.5K | 0.03% | +70+7.2% | Added |
| Trustco Bank Corp N Y | 1,032 | $422.0K | 0.48% | −25−2.4% | Reduced |
| Bank Hapoalim BM | 1,032 | $422.0K | 0.07% | −437−29.7% | Reduced |
| Cornerstone Planning Group LLC | 1,030 | $421.4K | 0.16% | +10+1.0% | Added |
| SFG Wealth Management, LLC. | 1,030 | $421.3K | 0.33% | +1+0.1% | Added |
| Massachusetts Financial Services Co | 1,030 | $421.2K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,029 | $420.6K | 0.25% | +1,029 | New |
| Fortitude Advisory Group L.L.C. | 1,028 | $420.4K | 0.28% | −4−0.4% | Reduced |
| Mairs & Power Inc | 1,028 | $420.4K | 0.00% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 1,024 | $419.0K | 0.38% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,023 | $418.4K | 0.14% | +120+13.3% | Added |
| Autumn Glory Partners, LLC | 1,020 | $417.1K | 0.25% | 00.0% | Unchanged |
| David Loasby | 1,037 | $416.1K | 0.05% | −16−1.5% | Reduced |
| Financial Management Professionals, Inc. | 1,016 | $416.0K | 0.07% | −89−8.1% | Reduced |
| Centennial Bank | 1,017 | $415.9K | 0.29% | +174+20.6% | Added |
| Ironsides Asset Advisors, LLC | 1,017 | $415.9K | 0.19% | −120−10.6% | Reduced |
| Sage Mountain Advisors LLC | 1,017 | $415.9K | 0.06% | +38+3.9% | Added |
| Insight 2811, Inc. | 1,015 | $415.1K | 0.24% | −129−11.3% | Reduced |
| Alethea Capital Management, LLC | 1,015 | $415.1K | 0.51% | +1,015 | New |
| Ballast Advisors LLC | 1,014 | $414.7K | 0.17% | −2−0.2% | Reduced |
| Fort Point Capital Partners LLC | 1,013 | $414.3K | 0.07% | −13−1.3% | Reduced |
| Jackson Square Capital, LLC | 1,011 | $413.5K | 0.17% | −555−35.4% | Reduced |
| Freedom Day Solutions, LLC | 1,011 | $413.3K | 0.18% | +138+15.8% | Added |
| SkyOak Wealth, LLC | 1,010 | $413.1K | 0.12% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,009 | $412.7K | 0.01% | +274+37.3% | Added |
| Laidlaw Wealth Management LLC | 1,008 | $412.2K | 0.14% | −2,484−71.1% | Reduced |
| Woodward Diversified Capital, LLC | 1,006 | $411.4K | 0.30% | +133+15.2% | Added |
| Forte Capital LLC | 1,003 | $410.2K | 0.06% | −155−13.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,001 | $409.5K | 0.03% | −2,099−67.7% | Reduced |
| Copperleaf Capital, LLC | 1,000 | $409.1K | 0.44% | −89−8.2% | Reduced |
| Finer Wealth Management, Inc. | 1,000 | $409.1K | 0.33% | +1,000 | New |
| Van Cleef Asset Management,Inc | 1,000 | $409.0K | 0.06% | −100−9.1% | Reduced |
| Clough Capital Partners L P | 1,000 | $409.0K | 0.04% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,000 | $409.0K | 0.14% | 00.0% | Unchanged |
| Affiance Financial, LLC | 1,000 | $409.0K | 0.21% | 00.0% | Unchanged |
| Truefg, LLC | 1,000 | $409.0K | 0.18% | 00.0% | Unchanged |
| Mather Group, LLC. | 998 | $408.2K | 0.01% | −226−18.5% | Reduced |
| Borer Denton & Associates, Inc. | 998 | $408.1K | 0.17% | +9+0.9% | Added |
| HBC Financial Services, PLLC | 1,000 | $408.0K | 0.31% | +500+100.0% | Added |
| Inspire Advisors, LLC | 995 | $407.0K | 0.07% | −10−1.0% | Reduced |
| Formidable Asset Management, LLC | 992 | $405.7K | 0.09% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 982 | $401.4K | 0.20% | −129−11.6% | Reduced |
| Syntax Research, Inc. | 981 | $401.4K | 0.33% | +981 | New |
| Carmel Capital Partners, LLC | 981 | $401.2K | 0.18% | +35+3.7% | Added |
| Private Capital Management, LLC | 979 | $400.4K | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 978 | $400.0K | 0.04% | +500+104.6% | Added |
| NCM Capital Management, LLC | 977 | $399.6K | 0.28% | −25−2.5% | Reduced |
| Prentice Wealth Management LLC | 976 | $399.1K | 0.18% | −28−2.8% | Reduced |
| Shufro Rose & Co LLC | 974 | $398.2K | 0.04% | +1+0.1% | Added |
| Lee Johnson Capital Management, LLC | 973 | $397.9K | 0.38% | −149−13.3% | Reduced |
| Riverview Trust Co | 965 | $394.6K | 0.35% | +310+47.3% | Added |
| J2 Capital Management Inc | 964 | $394.2K | 0.50% | +10+1.0% | Added |
| Callan Family Office, LLC | 962 | $393.4K | 0.10% | +120+14.3% | Added |
| Delta Financial Advisors LLC | 960 | $392.6K | 0.18% | +375+64.1% | Added |
| Trust Co of Virginia | 960 | $392.6K | 0.04% | +960 | New |
| Baltimore-Washington Financial Advisors, Inc. | 959 | $392.2K | 0.03% | −34−3.4% | Reduced |
| Siemens Fonds Invest GmbH | 958 | $391.8K | 0.04% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 956 | $391.1K | 0.03% | −161−14.4% | Reduced |
| Grove Bank & Trust | 954 | $390.1K | 0.08% | +233+32.3% | Added |
| Advisor OS, LLC | 954 | $390.0K | 0.06% | −1,707−64.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 953 | $389.7K | 0.10% | +3+0.3% | Added |
| RiverPark Advisors, LLC | 953 | $389.7K | 0.35% | +953 | New |
| Univest Financial Corp | 952 | $389.3K | 0.13% | −67−6.6% | Reduced |
| Liberty Capital Management, Inc. | 946 | $386.9K | 0.11% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 942 | $385.2K | 0.04% | −94−9.1% | Reduced |
| Ignite Planners, LLC | 965 | $383.6K | 0.12% | −150−13.5% | Reduced |
| Edmp, Inc. | 938 | $383.5K | 0.39% | 00.0% | Unchanged |
| Peoples Bank | 937 | $383.2K | 0.33% | +937 | New |
| Cozad Asset Management Inc | 936 | $382.8K | 0.05% | −6−0.6% | Reduced |
| Hanlon Investment Management, Inc. | 936 | $382.8K | 0.12% | +25+2.7% | Added |
| World Equity Group, Inc. | 936 | $382.8K | 0.08% | +481+105.7% | Added |
| Cedar Brook Financial Partners, LLC | 935 | $382.4K | 0.10% | −42−4.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 934 | $382.0K | 0.09% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 932 | $381.0K | 0.18% | 00.0% | Unchanged |
| Meridian Financial, LLC | 931 | $380.9K | 0.35% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 930 | $380.5K | 0.01% | +13+1.4% | Added |
| Asset Management Resources, LLC | 930 | $380.5K | 0.24% | +94+11.2% | Added |
| Granite Investment Partners, LLC | 930 | $380.3K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 930 | $380.1K | 0.11% | −10−1.1% | Reduced |
| Sigma Investment Counselors Inc | 928 | $379.6K | 0.03% | +53+6.1% | Added |
| Northwest Wealth Management, LLC | 926 | $378.7K | 0.14% | −177−16.0% | Reduced |
| AlphaMark Advisors, LLC | 924 | $378.0K | 0.16% | +470+103.5% | Added |
| Manchester Capital Management LLC | 922 | $377.1K | 0.06% | +201+27.9% | Added |
| Prosperity Consulting Group, LLC | 922 | $377.0K | 0.17% | +362+64.6% | Added |
| Independent Solutions Wealth Management, LLC | 920 | $376.2K | 0.10% | −35−3.7% | Reduced |
| Capital Advisors, Ltd. LLC | 920 | $376.0K | 0.06% | +1+0.1% | Added |
| Onyx Bridge Wealth Group LLC | 919 | $375.8K | 0.09% | −24−2.5% | Reduced |
| Acorn Wealth Advisors, LLC | 916 | $374.7K | 0.25% | +17+1.9% | Added |
| Petrus Trust Company, LTA | 916 | $374.6K | 0.04% | +916 | New |
| Capstone Triton Financial Group, LLC | 914 | $373.8K | 0.27% | +351+62.3% | Added |
| Mosaic Family Wealth Partners, LLC | 913 | $373.6K | 0.07% | +74+8.8% | Added |