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; 2,796 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
- −12 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
- 146
- 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 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 31,015 | $12.7M | 0.16% | −1,057−3.3% | Reduced |
| CIBC World Markets Inc. | 30,628 | $12.5M | 0.04% | +931+3.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 30,508 | $12.5M | 0.10% | +3,166+11.6% | Added |
| Engineers Gate Manager LP | 30,454 | $12.5M | 0.46% | +23,344+328.3% | Added |
| Pinnacle Associates Ltd | 30,398 | $12.4M | 0.23% | −236−0.8% | Reduced |
| Twinbeech Capital LP | 29,693 | $12.1M | 0.23% | +11,124+59.9% | Added |
| Cullinan Associates Inc | 29,646 | $12.1M | 0.71% | +2,448+9.0% | Added |
| LVM Capital Management Ltd | 29,604 | $12.1M | 1.71% | +3,389+12.9% | Added |
| Anchor Capital Advisors LLC | 29,559 | $12.1M | 0.34% | −1,191−3.9% | Reduced |
| Advisory Services Network, LLC | 29,526 | $12.1M | 0.32% | +1,394+5.0% | Added |
| United Capital Financial Advisers, LLC | 29,505 | $12.1M | 0.08% | −333−1.1% | Reduced |
| State of Alaska, Department of Revenue | 29,494 | $12.1M | 0.15% | −1,310−4.3% | Reduced |
| American National Bank | 29,408 | $12.0M | 2.05% | +1,054+3.7% | Added |
| Goelzer Investment Management, Inc. | 29,237 | $12.0M | 0.84% | −2,605−8.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 28,904 | $11.8M | 0.45% | +638+2.3% | Added |
| Bradley Foster & Sargent Inc | 25,592 | $11.8M | 0.25% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 28,744 | $11.8M | 1.54% | +2,375+9.0% | Added |
| Russell Investments Group, Ltd. | 28,460 | $11.6M | 0.02% | −7,051−19.9% | Reduced |
| Raymond James Trust N.A. | 28,455 | $11.6M | 0.35% | +1,368+5.1% | Added |
| Group One Trading, L.P. | 28,305 | $11.6M | 0.46% | +28,305 | New |
| Old National Bancorp | 28,300 | $11.6M | 0.33% | −3,876−12.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 28,274 | $11.6M | 3.46% | −884−3.0% | Reduced |
| Tamar Securities, LLC | 28,167 | $11.5M | 2.78% | +2,831+11.2% | Added |
| ING Groep NV | 28,138 | $11.5M | 0.10% | −4,059−12.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,964 | $11.4M | 0.23% | −22−0.1% | Reduced |
| Kiltearn Partners LLP | 27,600 | $11.3M | 0.89% | −700−2.5% | Reduced |
| TD Waterhouse Canada Inc. | 25,953 | $11.3M | 0.12% | +902+3.6% | Added |
| Bard Financial Services, Inc. | 27,144 | $11.1M | 1.37% | +600+2.3% | Added |
| Regions Financial Corp | 27,067 | $11.1M | 0.10% | +178+0.7% | Added |
| Great Valley Advisor Group, Inc. | 26,867 | $11.0M | 0.46% | +3,806+16.5% | Added |
| Macquarie Group Ltd | 26,857 | $11.0M | 0.01% | −7,069−20.8% | Reduced |
| Bogart Wealth, LLC | 26,466 | $10.8M | 0.67% | −679−2.5% | Reduced |
| Sit Investment Associates Inc | 26,208 | $10.7M | 0.29% | +5,422+26.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,190 | $10.7M | 0.05% | +26,190 | New |
| Balyasny Asset Management LLC | 25,987 | $10.6M | 0.03% | +11,946+85.1% | Added |
| Grassi Investment Management | 25,867 | $10.6M | 1.22% | −125−0.5% | Reduced |
| FineMark National Bank & Trust | 25,796 | $10.5M | 0.46% | −830−3.1% | Reduced |
| Strategy Asset Managers LLC | 25,423 | $10.4M | 2.72% | −2,519−9.0% | Reduced |
| Core Alternative Capital | 25,359 | $10.4M | 1.60% | −1,547−5.7% | Reduced |
| Stevens Capital Management LP | 25,329 | $10.4M | 2.99% | +20,120+386.3% | Added |
| Burney Co | 25,119 | $10.3M | 0.48% | −59−0.2% | Reduced |
| Apriem Advisors | 25,104 | $10.3M | 1.50% | −485−1.9% | Reduced |
| Holocene Advisors, LP | 25,091 | $10.3M | 0.05% | +25,091 | New |
| Heritage Investors Management Corp | 24,830 | $10.2M | 0.42% | +310+1.3% | Added |
| Linscomb & Williams, Inc. | 24,801 | $10.1M | 0.59% | −1,078−4.2% | Reduced |
| Massmutual Trust Co FSB | 24,796 | $10.1M | 0.37% | +1,338+5.7% | Added |
| Nissay Asset Management Corp | 24,705 | $10.1M | 0.09% | +779+3.3% | Added |
| Shelton Capital Management | 24,699 | $10.1M | 0.37% | −1,100−4.3% | Reduced |
| Cantor Fitzgerald, L. P. | 24,563 | $10.0M | 0.27% | −2,566−9.5% | Reduced |
| GTS Securities LLC | 24,350 | $9.96M | 0.21% | +20,314+503.3% | Added |
| Leavell Investment Management, Inc. | 24,243 | $9.91M | 0.69% | −2,493−9.3% | Reduced |
| South Street Advisors LLC | 24,150 | $9.88M | 1.98% | +56+0.2% | Added |
| Independent Advisor Alliance | 24,119 | $9.86M | 0.45% | +967+4.2% | Added |
| Public Sector Pension Investment Board | 24,008 | $9.82M | 0.07% | +2,425+11.2% | Added |
| Old West Investment Management, LLC | 23,766 | $9.72M | 4.91% | −459−1.9% | Reduced |
| Equitable Holdings, Inc. | 23,666 | $9.68M | 0.14% | +1,823+8.3% | Added |
| Greystone Financial Group, LLC | 23,582 | $9.64M | 2.41% | +2,541+12.1% | Added |
| Private Capital Advisors, Inc. | 21,186 | $9.63M | 1.49% | +664+3.2% | Added |
| Verition Fund Management LLC | 23,496 | $9.61M | 0.13% | +6,377+37.3% | Added |
| Yousif Capital Management, LLC | 23,446 | $9.59M | 0.12% | −938−3.8% | Reduced |
| FORA Capital, LLC | 23,370 | $9.56M | 0.84% | +19,191+459.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,117 | $9.45M | 0.36% | −1,894−7.6% | Reduced |
| Cornerstone Advisors, LLC | 23,000 | $9.41M | 0.44% | −8,000−25.8% | Reduced |
| Eagle Global Advisors LLC | 22,953 | $9.39M | 0.61% | −14,220−38.3% | Reduced |
| TruWealth Advisors, LLC | 22,915 | $9.37M | 0.81% | +663+3.0% | Added |
| Nikko Asset Management Americas, Inc. | 22,871 | $9.36M | 0.11% | −2,064−8.3% | Reduced |
| Schroder Investment Management Group | 22,830 | $9.34M | 0.01% | −16,215−41.5% | Reduced |
| Van Hulzen Asset Management, LLC | 22,759 | $9.31M | 0.72% | +2,974+15.0% | Added |
| United Asset Strategies, Inc. | 22,668 | $9.27M | 1.20% | +409+1.8% | Added |
| Amundi | 20,906 | $9.22M | 0.00% | +815+4.1% | Added |
| Buckingham Strategic Wealth, LLC | 21,999 | $9.00M | 0.13% | −6,887−23.8% | Reduced |
| ProVise Management Group, LLC | 21,923 | $8.97M | 0.83% | −8,205−27.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 21,833 | $8.93M | 2.78% | −670−3.0% | Reduced |
| Jeppson Wealth Management, LLC | 21,832 | $8.93M | 4.09% | +227+1.1% | Added |
| Wolverine Trading, LLC | 21,805 | $8.92M | 0.09% | −3,623−14.2% | Reduced |
| Johnson Investment Counsel Inc | 21,778 | $8.91M | 0.11% | −50−0.2% | Reduced |
| Atria Investments LLC | 21,757 | $8.90M | 0.16% | +1,065+5.1% | Added |
| Wills Financial Group, Inc. | 21,550 | $8.81M | 4.77% | +707+3.4% | Added |
| ARS Wealth Advisors Group, LLC | 21,508 | $8.80M | 1.44% | −23−0.1% | Reduced |
| Tufton Capital Management | 21,164 | $8.66M | 1.93% | +452+2.2% | Added |
| Davenport & Co LLC | 21,157 | $8.65M | 0.07% | −246−1.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,088 | $8.62M | 0.13% | +770+3.8% | Added |
| Peapack Gladstone Financial Corp | 20,928 | $8.56M | 0.16% | +182+0.9% | Added |
| British Columbia Investment Management Corp | 20,723 | $8.47M | 0.08% | +128+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 20,626 | $8.44M | 0.09% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 20,443 | $8.36M | 1.57% | +897+4.6% | Added |
| Jaffetilchin Investment Partners, LLC | 20,305 | $8.30M | 0.92% | −1,752−7.9% | Reduced |
| Central Trust Co | 20,170 | $8.25M | 0.24% | +107+0.5% | Added |
| Valley National Advisers Inc | 20,117 | $8.23M | 1.44% | −404−2.0% | Reduced |
| Jackson Wealth Management, LLC | 20,062 | $8.21M | 1.17% | +553+2.8% | Added |
| Keybank National Association | 20,046 | $8.20M | 0.04% | +2,672+15.4% | Added |
| South Dakota Investment Council | 19,868 | $8.13M | 0.19% | −1,612−7.5% | Reduced |
| Stephens Inc | 19,867 | $8.12M | 0.16% | +1,553+8.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,822 | $8.11M | 0.82% | −168−0.8% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 19,817 | $8.10M | 5.25% | +231+1.2% | Added |
| Miramar Capital, LLC | 19,768 | $8.08M | 2.20% | +851+4.5% | Added |
| Natixis | 19,732 | $8.07M | 0.06% | −23,244−54.1% | Reduced |
| Wealthfront Advisers LLC | 19,714 | $8.06M | 0.03% | −4,330−18.0% | Reduced |
| Novare Capital Management LLC | 19,567 | $8.00M | 0.90% | +316+1.6% | Added |
| Ariose Capital Management Ltd | 19,500 | $7.97M | 4.51% | +19,500 | New |