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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 5,979 | $2.45M | 0.11% | −379−6.0% | Reduced |
| Tower Bridge Advisors | 5,957 | $2.44M | 0.23% | +50+0.8% | Added |
| Voya Financial Advisors, Inc. | 5,922 | $2.43M | 0.30% | +756+14.6% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 5,900 | $2.41M | 0.01% | +5,900 | New |
| Kornitzer Capital Management Inc | 5,894 | $2.41M | 0.05% | +260+4.6% | Added |
| Tealwood Asset Management Inc | 5,892 | $2.41M | 1.24% | −50−0.8% | Reduced |
| Empire Financial Management Company, LLC | 5,866 | $2.40M | 1.05% | +170+3.0% | Added |
| Bleakley Financial Group, LLC | 5,863 | $2.40M | 0.08% | −1,103−15.8% | Reduced |
| Sawtooth Solutions, LLC | 5,863 | $2.40M | 0.08% | −1,049−15.2% | Reduced |
| Torray LLC | 5,848 | $2.39M | 0.42% | +276+5.0% | Added |
| Capital Planning Advisors, LLC | 5,828 | $2.38M | 0.50% | −67−1.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,817 | $2.38M | 0.73% | +11+0.2% | Added |
| Boothbay Fund Management, LLC | 5,801 | $2.37M | 0.08% | +5,278+1,009.2% | Added |
| Ronald Blue Trust, Inc. | 5,151 | $2.37M | 0.04% | +826+19.1% | Added |
| Brown Brothers Harriman & Co | 5,800 | $2.37M | 0.02% | −13−0.2% | Reduced |
| X-Square Capital, LLC | 5,123 | $2.36M | 1.59% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,687 | $2.33M | 0.01% | +195+3.6% | Added |
| Icon Wealth Partners, LLC | 5,672 | $2.32M | 0.26% | −621−9.9% | Reduced |
| Fort Pitt Capital Group, LLC | 5,632 | $2.30M | 0.09% | +302+5.7% | Added |
| Cornercap Investment Counsel Inc | 5,617 | $2.30M | 0.42% | +126+2.3% | Added |
| Ameritas Investment Partners, Inc. | 5,609 | $2.29M | 0.09% | +2,644+89.2% | Added |
| Jmac Enterprises LLC | 5,600 | $2.29M | 0.57% | −11−0.2% | Reduced |
| Brasada Capital Management, LP | 5,227 | $2.28M | 0.53% | −3,242−38.3% | Reduced |
| ICW Investment Advisors LLC | 5,544 | $2.27M | 1.22% | +183+3.4% | Added |
| Family Management Corp | 5,529 | $2.26M | 0.52% | −320−5.5% | Reduced |
| Acorn Financial Advisory Services Inc | 5,528 | $2.26M | 0.40% | +4,759+618.9% | Added |
| Advisory Research Inc | 5,523 | $2.26M | 0.31% | −1,234−18.3% | Reduced |
| Beacon Investment Advisors LLC | 5,480 | $2.24M | 1.59% | +65+1.2% | Added |
| Duality Advisers, LP | 5,472 | $2.24M | 0.27% | −2,224−28.9% | Reduced |
| Semmax Financial Advisors Inc. | 5,019 | $2.23M | 0.89% | +5,019 | New |
| Wimmer Associates 1, LLC | 5,450 | $2.23M | 1.39% | −5−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 5,447 | $2.23M | 0.58% | +59+1.1% | Added |
| Castellan Group, LLC | 5,445 | $2.23M | 1.56% | +472+9.5% | Added |
| Glen Eagle Advisors, LLC | 5,426 | $2.22M | 0.51% | +73+1.4% | Added |
| Savant Capital, LLC | 5,406 | $2.21M | 0.03% | +377+7.5% | Added |
| Signaturefd, LLC | 5,402 | $2.21M | 0.06% | −102−1.9% | Reduced |
| Colonial Trust Co | 5,364 | $2.19M | 0.54% | +113+2.2% | Added |
| Csenge Advisory Group | 5,344 | $2.19M | 0.15% | +43+0.8% | Added |
| 180 Wealth Advisors, LLC | 5,311 | $2.17M | 0.49% | +72+1.4% | Added |
| Sandy Spring Bank | 5,282 | $2.16M | 0.12% | −34−0.6% | Reduced |
| Robbins Farley LLC | 5,262 | $2.15M | 1.52% | +573+12.2% | Added |
| Evergreen Wealth Management, LLC | 5,247 | $2.15M | 1.70% | +75+1.5% | Added |
| Teza Capital Management LLC | 5,238 | $2.14M | 0.35% | +5,238 | New |
| Dakota Wealth Management | 5,236 | $2.14M | 0.09% | +390+8.0% | Added |
| Mycio Wealth Partners, LLC | 5,230 | $2.14M | 0.64% | +50+1.0% | Added |
| Arkadios Wealth Advisors | 5,228 | $2.14M | 0.20% | +353+7.2% | Added |
| Fort Sheridan Advisors LLC | 5,223 | $2.14M | 0.48% | +466+9.8% | Added |
| Applied Capital LLC | 5,213 | $2.13M | 2.12% | −145−2.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,200 | $2.13M | 0.22% | −111−2.1% | Reduced |
| LWMG, LLC | 5,188 | $2.12M | 0.58% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,182 | $2.12M | 1.27% | −10.0% | Reduced |
| Gunn & Co Investment Management, Inc. | 5,168 | $2.11M | 1.86% | +5,168 | New |
| West Oak Capital, LLC | 5,164 | $2.11M | 1.05% | +90+1.8% | Added |
| Geneos Wealth Management Inc. | 5,150 | $2.11M | 0.11% | +3,120+153.7% | Added |
| Clearstead Advisors, LLC | 5,148 | $2.11M | 0.13% | +286+5.9% | Added |
| SeaCrest Wealth Management, LLC | 5,144 | $2.10M | 0.27% | −5−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 5,114 | $2.09M | 0.21% | −10−0.2% | Reduced |
| Avitas Wealth Management LLC | 5,086 | $2.08M | 0.40% | −1,058−17.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,083 | $2.08M | 0.28% | −565−10.0% | Reduced |
| Wright Investors Service Inc | 5,068 | $2.07M | 0.60% | −1,044−17.1% | Reduced |
| Bath Savings Trust Co | 5,035 | $2.06M | 0.25% | +335+7.1% | Added |
| MinichMacGregor Wealth Management, LLC | 5,028 | $2.06M | 0.68% | −26−0.5% | Reduced |
| Boston Private Wealth LLC | 5,027 | $2.06M | 0.05% | −1,025−16.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,023 | $2.05M | 0.27% | −418−7.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,022 | $2.05M | 0.13% | +696+16.1% | Added |
| Greenfield Savings Bank | 5,018 | $2.05M | 1.29% | −121−2.4% | Reduced |
| Private Trust Co NA | 5,016 | $2.05M | 0.27% | −49−1.0% | Reduced |
| Horizon Investments, LLC | 4,991 | $2.04M | 0.06% | −8−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 4,990 | $2.04M | 0.16% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 4,972 | $2.03M | 0.91% | +254+5.4% | Added |
| Abner Herrman & Brock LLC | 4,963 | $2.03M | 0.31% | −5,529−52.7% | Reduced |
| Steel Peak Wealth Management LLC | 4,960 | $2.03M | 0.13% | +972+24.4% | Added |
| Cypress Capital, LLC | 4,941 | $2.02M | 0.59% | −191−3.7% | Reduced |
| Paradigm Financial Partners, LLC | 4,973 | $2.01M | 0.55% | −40−0.8% | Reduced |
| CNB Bank | 4,904 | $2.01M | 1.18% | −272−5.3% | Reduced |
| Colony Group LLC | 4,897 | $2.00M | 0.03% | −447−8.4% | Reduced |
| StoneX Group Inc. | 4,893 | $2.00M | 0.22% | +589+13.7% | Added |
| Western Wealth Management, LLC | 4,893 | $2.00M | 0.17% | +208+4.4% | Added |
| SageView Advisory Group, LLC | 4,891 | $2.00M | 0.11% | −307−5.9% | Reduced |
| Lipe & Dalton | 4,885 | $2.00M | 1.20% | −10−0.2% | Reduced |
| Access Financial Services, Inc. | 4,866 | $1.99M | 1.19% | +45+0.9% | Added |
| Ashton Thomas Private Wealth, LLC | 4,807 | $1.97M | 0.14% | −28−0.6% | Reduced |
| Bank Ozk | 4,790 | $1.96M | 1.07% | −612−11.3% | Reduced |
| First Manhattan Co | 4,781 | $1.96M | 0.01% | −457−8.7% | Reduced |
| iA Global Asset Management Inc. | 4,779 | $1.95M | 0.05% | −10,729−69.2% | Reduced |
| Certified Advisory Corp | 4,762 | $1.95M | 0.36% | +762+19.1% | Added |
| Smithfield Trust Co | 4,744 | $1.94M | 0.12% | +496+11.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,737 | $1.94M | 1.65% | +748+18.8% | Added |
| Fca Corp | 4,699 | $1.92M | 0.72% | +156+3.4% | Added |
| Pachira Investments Inc. | 4,693 | $1.92M | 2.16% | +414+9.7% | Added |
| Evercore Wealth Management, LLC | 4,693 | $1.92M | 0.04% | +25+0.5% | Added |
| Redwood Investment Management, LLC | 4,659 | $1.91M | 0.17% | +1,011+27.7% | Added |
| Slagle Financial, LLC | 4,642 | $1.90M | 1.16% | +427+10.1% | Added |
| Plimoth Trust Co LLC | 4,636 | $1.90M | 0.59% | +161+3.6% | Added |
| Cypress Capital Management LLC (WY) | 4,635 | $1.90M | 2.23% | −81−1.7% | Reduced |
| Forum Financial Management, LP | 4,628 | $1.89M | 0.04% | −16−0.3% | Reduced |
| Fulton Bank, N.A. | 4,626 | $1.89M | 0.09% | +151+3.4% | Added |
| Diversified Trust Co | 4,618 | $1.89M | 0.07% | −113−2.4% | Reduced |
| Powers Advisory Group, LLC | 4,610 | $1.89M | 1.28% | −53−1.1% | Reduced |
| BFSG, LLC | 4,575 | $1.87M | 0.30% | +16+0.4% | Added |