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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 7,712 | $3.15M | 0.12% | +5,606+266.2% | Added |
| Physicians Financial Services, Inc. | 7,703 | $3.15M | 1.29% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,698 | $3.15M | 0.21% | +507+7.1% | Added |
| Sequoia Financial Advisors, LLC | 7,683 | $3.14M | 0.06% | −284−3.6% | Reduced |
| Altrius Capital Management Inc | 7,636 | $3.12M | 0.93% | +296+4.0% | Added |
| Red Door Wealth Management, LLC | 7,636 | $3.12M | 0.78% | +471+6.6% | Added |
| Asio Capital, LLC | 7,616 | $3.11M | 0.83% | +86+1.1% | Added |
| Princeton Global Asset Management LLC | 7,596 | $3.11M | 0.88% | +499+7.0% | Added |
| Welch & Forbes LLC | 7,589 | $3.10M | 0.05% | +142+1.9% | Added |
| Williams Jones Wealth Management, LLC. | 7,585 | $3.10M | 0.05% | −225−2.9% | Reduced |
| Change Path, LLC | 7,566 | $3.09M | 0.22% | +835+12.4% | Added |
| Chicago Trust Co NA | 7,563 | $3.09M | 0.78% | −69−0.9% | Reduced |
| Johnson Financial Group, Inc. | 7,455 | $3.05M | 0.21% | +489+7.0% | Added |
| Jacobi Capital Management LLC | 7,431 | $3.04M | 0.34% | +51+0.7% | Added |
| Thoroughbred Financial Services, LLC | 7,414 | $3.03M | 0.30% | +1,819+32.5% | Added |
| Capital International Inc | 7,369 | $3.01M | 0.06% | −6,671−47.5% | Reduced |
| River Road Asset Management, LLC | 7,347 | $3.00M | 0.04% | −282−3.7% | Reduced |
| Hikari Power Ltd | 7,340 | $3.00M | 0.29% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7,321 | $2.99M | 0.96% | +862+13.3% | Added |
| Ameritas Advisory Services, LLC | 6,907 | $2.99M | 0.15% | +3,099+81.4% | Added |
| Midwest Professional Planners, LTD. | 7,301 | $2.99M | 1.34% | +872+13.6% | Added |
| TCG Advisory Services, LLC | 7,301 | $2.99M | 0.46% | +1,199+19.6% | Added |
| Coastline Trust Co | 7,301 | $2.99M | 0.44% | −127−1.7% | Reduced |
| Ontario Teachers Pension Plan Board | 7,295 | $2.98M | 0.03% | −1,175−13.9% | Reduced |
| Meixler Investment Management, Ltd. | 7,288 | $2.98M | 2.68% | −641−8.1% | Reduced |
| Greenleaf Trust | 7,257 | $2.97M | 0.03% | −207−2.8% | Reduced |
| Dean Investment Associates, LLC | 7,257 | $2.97M | 0.49% | −26−0.4% | Reduced |
| Smith, Salley & Associates | 7,243 | $2.96M | 0.22% | −8−0.1% | Reduced |
| James Investment Research Inc | 7,232 | $2.96M | 0.39% | +41+0.6% | Added |
| Phoenix Holdings Ltd. | 7,210 | $2.95M | 0.06% | −107−1.5% | Reduced |
| Blue Fin Capital, Inc. | 7,208 | $2.95M | 0.86% | −10.0% | Reduced |
| Gabelli Funds LLC | 7,190 | $2.94M | 0.02% | +100+1.4% | Added |
| Northwest Investment Counselors, LLC | 7,133 | $2.92M | 0.81% | −4−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,132 | $2.92M | 0.38% | +60+0.8% | Added |
| Principle Wealth Partners LLC | 7,091 | $2.90M | 0.29% | +457+6.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,075 | $2.89M | 0.08% | −35−0.5% | Reduced |
| Community Bank, N.A. | 7,071 | $2.89M | 0.41% | −635−8.2% | Reduced |
| Chesapeake Asset Management LLC | 7,004 | $2.86M | 2.79% | −1,695−19.5% | Reduced |
| Viking Fund Management LLC | 7,000 | $2.86M | 0.58% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 7,000 | $2.86M | 0.82% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6,927 | $2.84M | 0.30% | −1,269−15.5% | Reduced |
| Leonteq Securities AG | 6,923 | $2.83M | 0.30% | +782+12.7% | Added |
| Resources Management Corp | 6,873 | $2.81M | 0.46% | +155+2.3% | Added |
| Navellier & Associates Inc | 6,868 | $2.81M | 0.48% | −443−6.1% | Reduced |
| Quantinno Capital Management LP | 6,861 | $2.81M | 0.13% | −2,633−27.7% | Reduced |
| Kensington Investment Counsel, LLC | 6,857 | $2.80M | 1.74% | +542+8.6% | Added |
| Bancreek Capital Management, LP | 6,850 | $2.80M | 2.52% | +632+10.2% | Added |
| Caldwell Trust Co | 6,848 | $2.80M | 0.38% | +63+0.9% | Added |
| Leelyn Smith, LLC | 6,763 | $2.77M | 0.67% | −92−1.3% | Reduced |
| Hengehold Capital Management LLC | 6,758 | $2.76M | 0.36% | +6,758 | New |
| Brooks, Moore & Associates, Inc. | 6,715 | $2.75M | 2.07% | −79−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,711 | $2.74M | 0.81% | −4−0.1% | Reduced |
| Scarborough Advisors, LLC | 6,699 | $2.74M | 0.67% | +11+0.2% | Added |
| Wade G W & Inc | 6,676 | $2.73M | 0.10% | −1,036−13.4% | Reduced |
| Highland Capital Management, LLC | 6,656 | $2.72M | 0.19% | −20−0.3% | Reduced |
| Exchange Capital Management, Inc. | 6,605 | $2.70M | 0.51% | −15−0.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,582 | $2.69M | 0.09% | −457−6.5% | Reduced |
| Permanens Capital L.P. | 6,560 | $2.68M | 0.46% | +290+4.6% | Added |
| Daymark Wealth Partners, LLC | 6,559 | $2.68M | 0.18% | +112+1.7% | Added |
| RFG Advisory, LLC | 6,552 | $2.68M | 0.12% | −845−11.4% | Reduced |
| Belpointe Asset Management LLC | 6,550 | $2.68M | 0.28% | +857+15.1% | Added |
| Balentine LLC | 6,548 | $2.68M | 0.09% | −876−11.8% | Reduced |
| Nicholas Company, Inc. | 6,520 | $2.67M | 0.05% | −25−0.4% | Reduced |
| Marino, Stram & Associates LLC | 6,500 | $2.66M | 0.78% | +66+1.0% | Added |
| Fisher Asset Management, LLC | 6,489 | $2.65M | 0.00% | +833+14.7% | Added |
| Financial Advisory Service, Inc. | 6,480 | $2.65M | 0.28% | +78+1.2% | Added |
| McDonough Capital Management, Inc | 6,441 | $2.64M | 2.50% | +115+1.8% | Added |
| IHT Wealth Management, LLC | 6,442 | $2.63M | 0.13% | +334+5.5% | Added |
| Empowered Funds, LLC | 6,349 | $2.60M | 0.08% | −1,122−15.0% | Reduced |
| Essex Financial Services, Inc. | 6,306 | $2.58M | 0.30% | −84−1.3% | Reduced |
| Proequities, Inc. | 6,269 | $2.56M | 0.20% | +512+8.9% | Added |
| Citizens Business Bank | 6,263 | $2.56M | 0.60% | −231−3.6% | Reduced |
| Global Retirement Partners, LLC | 6,363 | $2.55M | 0.13% | −762−10.7% | Reduced |
| Whittier Trust Co | 6,219 | $2.54M | 0.05% | −21−0.3% | Reduced |
| Aureus Asset Management, LLC | 6,200 | $2.54M | 0.20% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 6,200 | $2.54M | 0.11% | 00.0% | Unchanged |
| Archer Investment Corp | 6,190 | $2.53M | 0.89% | +92+1.5% | Added |
| Moloney Securities Asset Management, LLC | 6,189 | $2.53M | 0.46% | −212−3.3% | Reduced |
| EdgeRock Capital LLC | 6,181 | $2.53M | 1.54% | +5,368+660.3% | Added |
| GSB Wealth Management, LLC | 6,168 | $2.52M | 0.84% | +65+1.1% | Added |
| Harbor Capital Advisors, Inc. | 6,149 | $2.51M | 0.54% | 00.0% | Unchanged |
| Caxton Associates LP | 6,134 | $2.51M | 0.35% | +1,905+45.0% | Added |
| We Are One Seven, LLC | 6,132 | $2.51M | 0.20% | −26−0.4% | Reduced |
| Edge Capital Group, LLC | 6,122 | $2.50M | 0.16% | −348−5.4% | Reduced |
| MV Capital Management, Inc. | 6,120 | $2.50M | 0.33% | +158+2.7% | Added |
| Blue Chip Partners, Inc. | 6,118 | $2.50M | 0.30% | +29+0.5% | Added |
| Great Lakes Retirement, Inc. | 6,100 | $2.49M | 0.45% | +107+1.8% | Added |
| McKinley Carter Wealth Services, Inc. | 6,078 | $2.49M | 0.20% | −168−2.7% | Reduced |
| Wetherby Asset Management Inc | 6,075 | $2.48M | 0.14% | −32−0.5% | Reduced |
| HBW Advisory Services LLC | 6,071 | $2.48M | 0.52% | +2,156+55.1% | Added |
| Adirondack Trust Co | 6,071 | $2.48M | 1.24% | +21+0.3% | Added |
| Hall Capital Management Co Inc | 6,068 | $2.48M | 1.59% | −842−12.2% | Reduced |
| Abbot Financial Management, Inc. | 6,068 | $2.48M | 1.67% | −199−3.2% | Reduced |
| Hilltop Holdings Inc. | 6,062 | $2.48M | 0.31% | +1,694+38.8% | Added |
| J.W. Cole Advisors, Inc. | 6,040 | $2.47M | 0.18% | −315−5.0% | Reduced |
| Weik Capital Management | 6,038 | $2.47M | 1.21% | +670+12.5% | Added |
| Transamerica Financial Advisors, Inc. | 6,026 | $2.46M | 0.33% | −704−10.5% | Reduced |
| 1st Source Bank | 6,019 | $2.46M | 0.17% | +136+2.3% | Added |
| FDx Advisors, Inc. | 6,018 | $2.46M | 0.20% | −1,474−19.7% | Reduced |
| Archford Capital Strategies, LLC | 6,007 | $2.46M | 0.49% | +256+4.5% | Added |