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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 14,434 | $5.90M | 0.24% | −785−5.2% | Reduced |
| Trust Co of Vermont | 14,401 | $5.89M | 0.40% | +542+3.9% | Added |
| Kesler, Norman & Wride, LLC | 14,221 | $5.82M | 1.46% | −65−0.5% | Reduced |
| Lumbard & Kellner, LLC | 14,098 | $5.77M | 3.83% | −235−1.6% | Reduced |
| Intellectus Partners, LLC | 14,069 | $5.75M | 1.82% | −342−2.4% | Reduced |
| Westwood Holdings Group Inc. | 14,014 | $5.73M | 0.05% | −535−3.7% | Reduced |
| Canandaigua National Bank & Trust Co | 13,951 | $5.71M | 0.92% | +30.0% | Added |
| Louisiana State Employees Retirement System | 13,900 | $5.68M | 0.13% | 00.0% | Unchanged |
| Summit Global Investments | 13,806 | $5.65M | 0.38% | +7,892+133.4% | Added |
| Colonial Trust Advisors | 13,766 | $5.63M | 0.64% | +280+2.1% | Added |
| Snowden Capital Advisors LLC | 13,638 | $5.58M | 0.24% | −683−4.8% | Reduced |
| American Money Management, LLC | 13,624 | $5.57M | 1.42% | +783+6.1% | Added |
| Ariel Investments, LLC | 13,585 | $5.56M | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,527 | $5.53M | 0.10% | +110+0.8% | Added |
| First National Trust Co | 13,499 | $5.52M | 0.26% | −717−5.0% | Reduced |
| Capstone Investment Advisors, LLC | 13,251 | $5.42M | 0.14% | +12,211+1,174.1% | Added |
| Farmers Trust Co | 13,238 | $5.41M | 1.25% | −361−2.7% | Reduced |
| Terry L. Blaker | 13,216 | $5.40M | 0.48% | +221+1.7% | Added |
| Crossmark Global Holdings, Inc. | 12,373 | $5.38M | 0.12% | +308+2.6% | Added |
| Evergreen Capital Management LLC | 13,125 | $5.37M | 0.24% | −39−0.3% | Reduced |
| Naples Global Advisors, LLC | 13,120 | $5.37M | 0.65% | +560+4.5% | Added |
| HGK Asset Management Inc | 13,088 | $5.35M | 1.75% | +631+5.1% | Added |
| Clifford Swan Investment Counsel LLC | 13,072 | $5.35M | 0.22% | +48+0.4% | Added |
| Canal Capital Management, LLC | 13,065 | $5.34M | 1.09% | +113+0.9% | Added |
| Allworth Financial LP | 13,052 | $5.34M | 0.05% | −232−1.7% | Reduced |
| HAP Trading, LLC | 12,946 | $5.29M | 1.31% | +12,946 | New |
| Smithbridge Asset Management Inc | 12,886 | $5.27M | 1.31% | +19+0.1% | Added |
| Fiduciary Alliance LLC | 12,883 | $5.27M | 1.22% | +478+3.9% | Added |
| Simmons Bank | 12,858 | $5.26M | 0.47% | +120+0.9% | Added |
| Motco | 12,826 | $5.25M | 0.36% | −73−0.6% | Reduced |
| Martin Capital Partners, LLC | 12,767 | $5.22M | 2.20% | +138+1.1% | Added |
| Northeast Investment Management | 12,686 | $5.19M | 0.30% | −1,548−10.9% | Reduced |
| Fiduciary Trust Co | 12,643 | $5.17M | 0.09% | −255−2.0% | Reduced |
| Menlo Advisors LLC | 12,437 | $5.09M | 3.34% | −19−0.2% | Reduced |
| Ieq Capital, LLC | 12,428 | $5.08M | 0.10% | −1,370−9.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,417 | $5.08M | 0.39% | +75+0.6% | Added |
| Tower Research Capital LLC (TRC) | 12,327 | $5.04M | 0.16% | −6,868−35.8% | Reduced |
| Buckhead Capital Management LLC | 12,317 | $5.04M | 2.09% | −10,153−45.2% | Reduced |
| Buck Wealth Strategies, LLC | 12,309 | $5.03M | 2.02% | +275+2.3% | Added |
| EagleClaw Capital Managment, LLC | 12,170 | $4.98M | 1.13% | +235+2.0% | Added |
| Stokes Capital Advisors, LLC | 12,129 | $4.96M | 1.73% | +70+0.6% | Added |
| Courier Capital LLC | 12,110 | $4.95M | 0.41% | +76+0.6% | Added |
| EP Wealth Advisors, LLC | 12,104 | $4.95M | 0.08% | −1,421−10.5% | Reduced |
| DFPG Investments, LLC | 11,174 | $4.94M | 0.46% | +1,921+20.8% | Added |
| Oak Grove Capital LLC | 12,067 | $4.93M | 1.91% | +980+8.8% | Added |
| Capital Investment Counsel, Inc | 11,985 | $4.90M | 0.99% | −185−1.5% | Reduced |
| Umb Bank N A | 11,974 | $4.90M | 0.08% | −147−1.2% | Reduced |
| Meridian Wealth Management, LLC | 11,960 | $4.89M | 0.30% | +7,156+149.0% | Added |
| Power Corp of Canada | 11,955 | $4.89M | 0.31% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 11,890 | $4.86M | 0.20% | −68−0.6% | Reduced |
| Logan Capital Management Inc | 11,864 | $4.85M | 0.25% | −50.0% | Reduced |
| Hantz Financial Services, Inc. | 11,844 | $4.84M | 0.12% | +300+2.6% | Added |
| Mutual Advisors, LLC | 11,708 | $4.79M | 0.19% | −2,479−17.5% | Reduced |
| New Mexico Educational Retirement Board | 11,697 | $4.78M | 0.20% | +700+6.4% | Added |
| Chronos Wealth Management, LLC | 11,653 | $4.77M | 3.34% | +195+1.7% | Added |
| Builder Investment Group Inc | 11,616 | $4.75M | 1.86% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 11,579 | $4.74M | 0.02% | +2,465+27.0% | Added |
| GYL Financial Synergies, LLC | 11,492 | $4.70M | 0.46% | −65−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 11,458 | $4.69M | 0.09% | 00.0% | Unchanged |
| HM Payson & Co | 11,416 | $4.67M | 0.11% | +1,244+12.2% | Added |
| Principal Street Partners, LLC | 11,374 | $4.65M | 0.92% | −165−1.4% | Reduced |
| WealthPlan Investment Management, LLC | 11,225 | $4.59M | 0.81% | +6,833+155.6% | Added |
| Parsons Capital Management Inc | 11,208 | $4.58M | 0.36% | −26−0.2% | Reduced |
| Synergy Financial Management, LLC | 11,187 | $4.58M | 0.91% | +1,073+10.6% | Added |
| Arctis Global LLC | 11,172 | $4.57M | 2.57% | −32,835−74.6% | Reduced |
| Girard Partners Ltd. | 11,157 | $4.56M | 0.51% | −69−0.6% | Reduced |
| Soltis Investment Advisors LLC | 11,136 | $4.55M | 0.59% | −405−3.5% | Reduced |
| Bridges Investment Management Inc | 11,114 | $4.55M | 0.16% | +550+5.2% | Added |
| Institutional & Family Asset Management, LLC | 11,084 | $4.53M | 0.74% | −13−0.1% | Reduced |
| Eagle Capital Management, LLC | 11,035 | $4.51M | 2.48% | +47+0.4% | Added |
| Benedict Financial Advisors Inc | 11,026 | $4.51M | 1.30% | +25+0.2% | Added |
| Coldstream Capital Management Inc | 10,972 | $4.49M | 0.15% | +492+4.7% | Added |
| Dynamic Advisor Solutions LLC | 10,892 | $4.45M | 0.21% | +787+7.8% | Added |
| Level Four Advisory Services, LLC | 10,860 | $4.44M | 0.29% | +281+2.7% | Added |
| Ascent Group, LLC | 9,985 | $4.42M | 0.49% | +513+5.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,681 | $4.37M | 0.20% | −37−0.3% | Reduced |
| Qsemble Capital Management, LP | 10,650 | $4.36M | 0.81% | +9,750+1,083.3% | Added |
| Pine Valley Investments Ltd Liability Co | 10,624 | $4.34M | 0.42% | +3,040+40.1% | Added |
| Spire Wealth Management | 10,597 | $4.33M | 0.16% | −1,105−9.4% | Reduced |
| Unison Asset Management LLC | 10,587 | $4.33M | 2.85% | +149+1.4% | Added |
| Aviance Capital Partners, LLC | 10,541 | $4.31M | 0.97% | −131−1.2% | Reduced |
| RBA Wealth Management, LLC | 10,540 | $4.31M | 2.07% | +110+1.1% | Added |
| Old Point Trust & Financial Services N A | 10,537 | $4.31M | 1.95% | −46−0.4% | Reduced |
| Commonwealth Retirement Investments LLC | 10,534 | $4.31M | 2.49% | +178+1.7% | Added |
| HB Wealth Management, LLC | 10,520 | $4.30M | 0.07% | −221−2.1% | Reduced |
| Boston Research & Management Inc | 10,456 | $4.28M | 1.26% | +167+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,508 | $4.27M | 0.06% | −118−1.1% | Reduced |
| TD Private Client Wealth LLC | 10,411 | $4.26M | 0.18% | −353−3.3% | Reduced |
| Cypress Asset Management Inc | 10,381 | $4.25M | 1.42% | +73+0.7% | Added |
| Rossmore Private Capital | 10,329 | $4.22M | 0.64% | +32+0.3% | Added |
| Citizens Financial Group Inc | 10,291 | $4.21M | 0.17% | +642+6.7% | Added |
| NBT Bank N A | 10,242 | $4.19M | 0.40% | +1,502+17.2% | Added |
| WealthPLAN Partners, LLC | 10,230 | $4.18M | 0.49% | +2,913+39.8% | Added |
| Demars Financial Group, LLC | 10,207 | $4.17M | 2.39% | +392+4.0% | Added |
| Sigma Planning Corp | 10,191 | $4.17M | 0.16% | −464−4.4% | Reduced |
| Meitav Dash Investments Ltd | 10,119 | $4.15M | 0.07% | −804−7.4% | Reduced |
| Rothschild Investment Corp | 10,136 | $4.14M | 0.35% | +23+0.2% | Added |
| Townsend & Associates, Inc | 9,334 | $4.14M | 0.87% | −2,995−24.3% | Reduced |
| Chilton Investment Co LLC | 10,110 | $4.13M | 0.13% | −2,466−19.6% | Reduced |
| Petredis Investment Advisors LLC | 10,066 | $4.12M | 0.59% | +10+0.1% | Added |