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, Q1 2025
Institutional positions in Lockheed Martin Corp as of Mar 31, 2025. 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
- 2,570
- −74 vs. Q4 2024
- Shares held
- 174.0M
- −219.8K (−0.1%) vs. Q4 2024
- Total value
- $77.5B
- −$6.88B (−8.2%) vs. Q4 2024
- New holders
- 142
- 1,041 more added
- Sold out
- 216
- 1,042 more reduced
52 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 1,121 | $500.8K | 0.17% | +41+3.8% | Added |
| Bouchey Financial Group Ltd | 1,122 | $501.1K | 0.05% | +16+1.4% | Added |
| Keyvantage Wealth, LLC | 1,122 | $501.3K | 0.24% | −204−15.4% | Reduced |
| Gateway Wealth Partners, LLC | 1,123 | $501.5K | 0.11% | +1+0.1% | Added |
| Accel Wealth Management | 1,123 | $501.7K | 0.18% | +2+0.2% | Added |
| Cornerstone Planning Group LLC | 1,084 | $502.3K | 0.12% | +21+2.0% | Added |
| Perpetual Ltd | 1,125 | $502.5K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 1,125 | $502.7K | 0.07% | +58+5.4% | Added |
| Security National Bank of Sioux City Iowa | 1,126 | $503.0K | 0.37% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,126 | $503.0K | 0.06% | +79+7.5% | Added |
| Centaurus Financial, Inc. | 1,127 | $503.0K | 0.03% | −1,308−53.7% | Reduced |
| Westover Capital Advisors, LLC | 1,128 | $503.9K | 0.11% | +109+10.7% | Added |
| LVW Advisors, LLC | 1,128 | $504.0K | 0.06% | −102−8.3% | Reduced |
| BKD Wealth Advisors, LLC | 1,133 | $506.1K | 0.01% | +88+8.4% | Added |
| Matisse Capital | 1,133 | $506.1K | 0.27% | −49−4.1% | Reduced |
| Mitchell Sinkler & Starr | 1,135 | $507.0K | 0.14% | +25+2.3% | Added |
| Morris Retirement Advisors, LLC | 1,136 | $507.3K | 0.27% | +185+19.5% | Added |
| Richard W. Paul & Associates, LLC | 1,140 | $509.3K | 0.20% | −53−4.4% | Reduced |
| Kapstone Financial Advisors LLC | 1,141 | $509.7K | 0.29% | −300−20.8% | Reduced |
| MGB Wealth Management, LLC | 1,147 | $510.8K | 0.18% | −3−0.3% | Reduced |
| Retirement Planning Group | 1,144 | $510.9K | 0.02% | −203−15.1% | Reduced |
| STAR Financial Bank | 1,145 | $511.5K | 0.37% | −172−13.1% | Reduced |
| Schear Investment Advisers, LLC | 1,146 | $511.9K | 0.29% | −1−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,149 | $513.3K | 0.02% | +180+18.6% | Added |
| Sage Mountain Advisors LLC | 1,151 | $513.9K | 0.04% | −332−22.4% | Reduced |
| Formidable Asset Management, LLC | 1,151 | $514.2K | 0.09% | −198−14.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,158 | $516.7K | 0.35% | +22+1.9% | Added |
| Enterprise Financial Services Corp | 1,157 | $516.8K | 0.31% | −41−3.4% | Reduced |
| Bank of Stockton | 1,160 | $518.2K | 0.17% | +322+38.4% | Added |
| West Family Investments, Inc. | 1,164 | $520.0K | 0.20% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,163 | $520.0K | 0.17% | +11+1.0% | Added |
| Almanack Investment Partners, LLC. | 1,166 | $520.7K | 0.10% | −16−1.4% | Reduced |
| Pure Portfolios Holdings LLC | 1,169 | $522.2K | 0.19% | +67+6.1% | Added |
| Prostatis Group LLC | 1,170 | $522.4K | 0.16% | +18+1.6% | Added |
| Davis R M Inc | 1,174 | $524.4K | 0.01% | +108+10.1% | Added |
| Bell Bank | 1,181 | $527.6K | 0.03% | +72+6.5% | Added |
| Richards, Merrill & Peterson, Inc. | 1,185 | $529.4K | 0.28% | +35+3.0% | Added |
| Monument Capital Management | 1,186 | $530.0K | 0.16% | −159−11.8% | Reduced |
| Resurgent Financial Advisors LLC | 1,191 | $532.0K | 0.32% | −174−12.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,192 | $532.6K | 0.40% | +13+1.1% | Added |
| Associated Banc-Corp | 1,198 | $535.2K | 0.02% | +85+7.6% | Added |
| Laffer Tengler Investments | 1,198 | $535.2K | 0.11% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 1,198 | $535.2K | 0.31% | +12+1.0% | Added |
| Gilbert & Cook, Inc. | 1,198 | $535.3K | 0.08% | +23+2.0% | Added |
| Carmel Capital Partners, LLC | 1,201 | $536.5K | 0.21% | −2−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,202 | $536.9K | 0.05% | +45+3.9% | Added |
| Strait & Sound Wealth Management LLC | 1,208 | $539.6K | 0.25% | −640−34.6% | Reduced |
| Bullock Wealth Management Group | 1,203 | $539.7K | 0.30% | +161+15.5% | Added |
| SOA Wealth Advisors, LLC. | 1,212 | $541.2K | 0.11% | +8+0.7% | Added |
| Plato Investment Management Ltd | 1,199 | $541.4K | 0.05% | −1,846−60.6% | Reduced |
| Farmers & Merchants Investments Inc | 1,215 | $542.8K | 0.02% | −139−10.3% | Reduced |
| United Advisor Group, LLC | 1,216 | $543.1K | 0.11% | −281−18.8% | Reduced |
| Claris Financial LLC | 1,118 | $543.2K | 0.36% | 00.0% | Unchanged |
| Intrust Bank NA | 1,216 | $543.2K | 0.05% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,217 | $543.6K | 0.30% | +11+0.9% | Added |
| Davis Investment Partners, LLC | 1,145 | $544.4K | 0.24% | +1,145 | New |
| Lee Johnson Capital Management, LLC | 1,219 | $544.5K | 0.29% | +346+39.6% | Added |
| Guardian Wealth Advisors, LLC | 1,221 | $545.3K | 0.04% | −146−10.7% | Reduced |
| Phoenix Wealth Advisors | 1,221 | $545.5K | 0.24% | +92+8.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,229 | $548.8K | 0.13% | −1,341−52.2% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,235 | $551.7K | 0.13% | −461−27.2% | Reduced |
| SL Advisors, LLC | 1,235 | $551.7K | 0.97% | −85−6.4% | Reduced |
| Tradition Wealth Management, LLC | 1,235 | $551.7K | 0.05% | +215+21.1% | Added |
| Vivid Wealth Management, LLC | 1,236 | $552.1K | 0.28% | +3+0.2% | Added |
| Cresta Advisors, Ltd. | 1,237 | $552.8K | 0.29% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 1,238 | $553.4K | 0.14% | +170+15.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,241 | $554.2K | 0.02% | −20−1.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 1,241 | $554.4K | 0.30% | −4−0.3% | Reduced |
| Nwam LLC | 1,243 | $555.4K | 0.05% | +24+2.0% | Added |
| Jain Global LLC | 1,244 | $555.7K | 0.01% | +1,244 | New |
| Schnieders Capital Management LLC | 1,245 | $556.2K | 0.12% | −4−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,245 | $556.3K | 0.04% | −1,129−47.6% | Reduced |
| Simon Quick Advisors, LLC | 1,247 | $557.1K | 0.03% | +168+15.6% | Added |
| Financial Advisors Network, Inc. | 1,248 | $557.4K | 0.09% | −1−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,248 | $557.5K | 0.04% | −41,680−97.1% | Reduced |
| Financial Management Professionals, Inc. | 1,249 | $558.0K | 0.07% | −230−15.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,251 | $559.0K | 0.06% | +274+28.0% | Added |
| Gilman Hill Asset Management, LLC | 1,252 | $559.3K | 0.10% | −50−3.8% | Reduced |
| Cornerstone Advisory, LLC | 1,197 | $560.6K | 0.07% | −222−15.6% | Reduced |
| Silver Oak Securities, Inc | 1,273 | $562.2K | 0.05% | +120+10.4% | Added |
| Vista Wealth Management Group, LLC | 1,261 | $563.3K | 0.04% | −28−2.2% | Reduced |
| Promethium Advisors,llc | 1,261 | $563.3K | 0.36% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,262 | $564.0K | 0.16% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,263 | $564.2K | 0.01% | −5−0.4% | Reduced |
| Westmount Partners, LLC | 1,266 | $565.4K | 0.17% | −279−18.1% | Reduced |
| West Branch Capital LLC | 1,267 | $566.0K | 0.19% | −752−37.2% | Reduced |
| Dark Forest Capital Management LP | 1,271 | $567.8K | 0.03% | +1,271 | New |
| Advisor Resource Council | 1,345 | $569.5K | 0.05% | +1,345 | New |
| Fortis Capital Advisors, LLC | 1,277 | $570.4K | 0.12% | +141+12.4% | Added |
| Garrison Point Advisors, LLC | 1,277 | $570.4K | 0.28% | −45−3.4% | Reduced |
| Security National Bank | 1,280 | $571.8K | 0.11% | −12,659−90.8% | Reduced |
| GDS Wealth Management | 1,283 | $573.1K | 0.05% | −75−5.5% | Reduced |
| Alpine Bank Wealth Management | 1,292 | $577.1K | 0.09% | +1,292 | New |
| Edgemoor Investment Advisors, Inc. | 1,293 | $577.6K | 0.05% | −25−1.9% | Reduced |
| Oxford Financial Group Ltd | 1,294 | $578.0K | 0.04% | −22−1.7% | Reduced |
| Keebeck Wealth Management, LLC | 1,297 | $579.4K | 0.09% | +89+7.4% | Added |
| Crescent Sterling, Ltd. | 1,305 | $583.0K | 0.60% | +10+0.8% | Added |
| Rockland Trust Co | 1,308 | $584.3K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,309 | $584.6K | 0.14% | −44−3.3% | Reduced |
| Kelly Financial Services LLC | 1,310 | $585.0K | 0.20% | +53+4.2% | Added |