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
- −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 | 2,796 | $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 |
|---|---|---|---|---|---|
| Butensky & Cohen Financial Security, Inc | 10,020 | $4.10M | 1.49% | +400+4.2% | Added |
| Founders Capital Management | 9,995 | $4.09M | 3.12% | −20−0.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 9,967 | $4.08M | 1.42% | +802+8.8% | Added |
| Left Brain Wealth Management, LLC | 9,964 | $4.07M | 2.54% | −145−1.4% | Reduced |
| Intact Investment Management Inc. | 9,900 | $4.05M | 0.18% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 9,891 | $4.05M | 1.48% | +112+1.1% | Added |
| Griffin Asset Management, Inc. | 9,887 | $4.04M | 0.57% | −332−3.2% | Reduced |
| Tiaa Trust, National Association | 9,831 | $4.02M | 0.01% | +9,831 | New |
| XML Financial, LLC | 9,752 | $3.99M | 0.48% | +209+2.2% | Added |
| Merit Financial Group, LLC | 9,729 | $3.98M | 0.13% | +50+0.5% | Added |
| Loomis Sayles & Co L P | 9,721 | $3.98M | 0.01% | +103+1.1% | Added |
| Marietta Wealth Management, LLC | 9,615 | $3.93M | 0.78% | −123−1.3% | Reduced |
| Toroso Investments, LLC | 9,550 | $3.91M | 0.12% | +943+11.0% | Added |
| Richard Bernstein Advisors LLC | 9,539 | $3.90M | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 9,474 | $3.87M | 0.18% | +700+8.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 9,470 | $3.87M | 0.91% | −416−4.2% | Reduced |
| Summitry LLC | 9,453 | $3.87M | 0.25% | +190+2.1% | Added |
| Putnam Investments LLC | 9,375 | $3.83M | 0.01% | −6,662−41.5% | Reduced |
| Busey Wealth Management | 9,357 | $3.83M | 0.16% | −346−3.6% | Reduced |
| Kingfisher Capital LLC | 9,354 | $3.83M | 1.04% | +11+0.1% | Added |
| Hallmark Capital Management Inc | 9,318 | $3.81M | 0.32% | −216−2.3% | Reduced |
| Credit Agricole S A | 9,283 | $3.80M | 0.12% | +4,842+109.0% | Added |
| Journey Advisory Group, LLC | 9,282 | $3.80M | 0.57% | +488+5.5% | Added |
| Metropolitan Life Insurance Co | 9,274 | $3.79M | 0.20% | −549−5.6% | Reduced |
| McGuire Investment Group, LLC | 9,251 | $3.78M | 0.73% | +2,011+27.8% | Added |
| Sherbrooke Park Advisers LLC | 9,251 | $3.78M | 1.21% | +6,451+230.4% | Added |
| Foster & Motley Inc | 9,248 | $3.78M | 0.31% | +304+3.4% | Added |
| Foundations Investment Advisors, LLC | 9,238 | $3.78M | 0.12% | +885+10.6% | Added |
| Legacy Private Trust Co. | 9,235 | $3.78M | 0.33% | −479−4.9% | Reduced |
| 1832 Asset Management L.P. | 9,200 | $3.76M | 0.01% | −926−9.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,183 | $3.76M | 0.18% | +2,079+29.3% | Added |
| Jackson Hole Capital Partners, LLC | 9,172 | $3.75M | 1.10% | −250−2.7% | Reduced |
| Wesbanco Bank Inc | 9,120 | $3.73M | 0.16% | −131−1.4% | Reduced |
| Freestone Capital Holdings, LLC | 9,109 | $3.73M | 0.20% | −115−1.2% | Reduced |
| Americana Partners, LLC | 9,223 | $3.72M | 0.40% | −252−2.7% | Reduced |
| Pathway Financial Advisers, LLC | 9,098 | $3.72M | 1.54% | +9,098 | New |
| Primoris Wealth Advisors, LLC | 9,047 | $3.70M | 4.47% | −197−2.1% | Reduced |
| Norinchukin Bank, The | 9,013 | $3.69M | 0.09% | −12,316−57.7% | Reduced |
| Capital Analysts, LLC | 9,000 | $3.68M | 0.20% | +86+1.0% | Added |
| Union Heritage Capital, LLC | 9,000 | $3.68M | 2.09% | 00.0% | Unchanged |
| Agf Management Ltd | 8,994 | $3.68M | 0.03% | −1,298−12.6% | Reduced |
| IFM Investors Pty Ltd | 8,955 | $3.66M | 0.05% | −611−6.4% | Reduced |
| Reliant Investment Management, LLC | 8,953 | $3.66M | 2.13% | +449+5.3% | Added |
| Prelude Capital Management, LLC | 8,906 | $3.64M | 0.33% | +8,236+1,229.3% | Added |
| Stratos Wealth Partners, LTD. | 8,902 | $3.64M | 0.08% | +934+11.7% | Added |
| S.E.E.D. Planning Group LLC | 8,902 | $3.64M | 1.40% | −707−7.4% | Reduced |
| Neo Ivy Capital Management | 8,796 | $3.60M | 1.58% | +8,796 | New |
| Warther Private Wealth, LLC | 8,794 | $3.60M | 2.39% | +1,933+28.2% | Added |
| Thomasville National Bank | 8,773 | $3.59M | 0.35% | −1,044−10.6% | Reduced |
| Shepherd Financial Partners LLC | 8,762 | $3.58M | 0.56% | +265+3.1% | Added |
| Resources Investment Advisors, LLC. | 8,703 | $3.56M | 0.08% | +1,538+21.5% | Added |
| First National Bank of Omaha | 8,693 | $3.56M | 0.23% | −552−6.0% | Reduced |
| Mendel Money Management | 8,671 | $3.55M | 1.90% | +921+11.9% | Added |
| SlateStone Wealth, LLC | 8,649 | $3.54M | 0.51% | +6,376+280.5% | Added |
| Trust Co of Toledo NA | 8,630 | $3.53M | 0.69% | +1,098+14.6% | Added |
| King Luther Capital Management Corp | 8,565 | $3.50M | 0.02% | +185+2.2% | Added |
| Apollon Wealth Management, LLC | 8,553 | $3.50M | 0.18% | +1,024+13.6% | Added |
| Gladstone Institutional Advisory LLC | 8,547 | $3.50M | 0.23% | +448+5.5% | Added |
| Second Half Financial Partners, LLC | 8,521 | $3.48M | 1.74% | −5,997−41.3% | Reduced |
| Barbara Oil Co. | 8,500 | $3.48M | 1.65% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 8,499 | $3.48M | 1.40% | −29−0.3% | Reduced |
| TAM Capital Management Inc. | 8,463 | $3.46M | 2.28% | +8,463 | New |
| Wealthcare Advisory Partners LLC | 8,442 | $3.45M | 0.16% | −33−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 8,430 | $3.45M | 0.59% | −355−4.0% | Reduced |
| Montag A & Associates Inc | 8,403 | $3.44M | 0.22% | 00.0% | Unchanged |
| Gs Investments, Inc. | 8,401 | $3.44M | 1.96% | −16−0.2% | Reduced |
| Solidarilty Wealth, LLC | 8,400 | $3.44M | 1.24% | +3,875+85.6% | Added |
| Bontempo Ohly Capital Mgmt LLC | 8,327 | $3.41M | 1.87% | −789−8.7% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 8,285 | $3.39M | 2.28% | −30−0.4% | Reduced |
| Ocean Capital Management, LLC | 8,234 | $3.37M | 1.56% | +669+8.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,225 | $3.36M | 0.21% | −2,218−21.2% | Reduced |
| Metis Global Partners, LLC | 8,198 | $3.35M | 0.16% | +1,415+20.9% | Added |
| Hohimer Wealth Management, LLC | 8,165 | $3.34M | 0.95% | −117−1.4% | Reduced |
| Empirical Finance, LLC | 8,163 | $3.34M | 0.25% | +749+10.1% | Added |
| Buckingham Strategic Partners | 8,155 | $3.34M | 0.16% | +1,637+25.1% | Added |
| IFP Advisors, Inc | 8,112 | $3.32M | 0.15% | +818+11.2% | Added |
| Family Legacy, Inc. | 8,082 | $3.31M | 1.38% | +118+1.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,054 | $3.29M | 0.26% | −37−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,039 | $3.29M | 0.02% | −199,707−96.1% | Reduced |
| CoreCap Advisors, LLC | 8,033 | $3.29M | 0.24% | +247+3.2% | Added |
| D'Orazio & Associates, Inc. | 8,031 | $3.28M | 0.74% | −206−2.5% | Reduced |
| Baxter Bros Inc | 7,992 | $3.27M | 0.50% | +73+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 7,317 | $3.26M | 0.56% | −771−9.5% | Reduced |
| PEAK6 Investments LLC | 7,962 | $3.26M | 0.16% | +6,959+693.8% | Added |
| SG Americas Securities, LLC | 7,956 | $3.25M | 0.04% | −14,679−64.9% | Reduced |
| Federated Hermes, Inc. | 7,951 | $3.25M | 0.01% | −129−1.6% | Reduced |
| Klingenstein Fields & Co LP | 7,908 | $3.23M | 0.16% | −202−2.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,904 | $3.23M | 0.72% | −239−2.9% | Reduced |
| Traynor Capital Management, Inc. | 7,891 | $3.23M | 0.43% | +287+3.8% | Added |
| HRT Financial LP | 7,868 | $3.22M | 0.03% | +4,922+167.1% | Added |
| Avantax Planning Partners, Inc. | 7,857 | $3.21M | 0.13% | +752+10.6% | Added |
| Axxcess Wealth Management, LLC | 7,854 | $3.21M | 0.11% | +5,257+202.4% | Added |
| First American Bank | 7,847 | $3.21M | 0.29% | −24−0.3% | Reduced |
| Whalerock Point Partners, LLC | 7,819 | $3.20M | 1.11% | +740+10.5% | Added |
| Occudo Quantitative Strategies LP | 7,788 | $3.18M | 0.41% | +630+8.8% | Added |
| Visionary Wealth Advisors | 7,773 | $3.18M | 0.26% | −63−0.8% | Reduced |
| Arvest Trust Co N A | 7,749 | $3.17M | 0.21% | −106−1.3% | Reduced |
| Orleans Capital Management Corp | 7,745 | $3.17M | 2.35% | +10+0.1% | Added |
| Hoylecohen, LLC | 7,738 | $3.16M | 0.29% | −71−0.9% | Reduced |
| AdvisorNet Financial, Inc | 7,712 | $3.15M | 0.29% | −485−5.9% | Reduced |