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 |
|---|---|---|---|---|---|
| WPWealth LLP | 1,312 | $586.2K | 0.12% | −8−0.6% | Reduced |
| Ironwood Financial, llc | 1,314 | $587.0K | 0.13% | +4+0.3% | Added |
| First American Trust, FSB | 1,316 | $587.8K | 0.05% | +21+1.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,326 | $592.3K | 0.03% | −39,409−96.7% | Reduced |
| Silver Coast Investments LLC | 1,327 | $592.8K | 0.22% | +2+0.2% | Added |
| Fiduciary Family Office, LLC | 1,335 | $596.4K | 0.20% | +1,335 | New |
| Kozak & Associates, Inc. | 1,256 | $597.0K | 0.15% | +9+0.7% | Added |
| CWC Advisors, LLC. | 1,337 | $597.3K | 0.34% | −12−0.9% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,337 | $597.3K | 0.32% | +106+8.6% | Added |
| Evoke Wealth, LLC | 1,341 | $599.2K | 0.02% | +209+18.5% | Added |
| Toth Financial Advisory Corp | 1,345 | $600.7K | 0.07% | +9+0.7% | Added |
| Paulson Wealth Management Inc. | 1,347 | $601.7K | 0.17% | +19+1.4% | Added |
| Carnegie Lake Advisors LLC | 1,350 | $603.0K | 0.24% | 00.0% | Unchanged |
| BCS Wealth Management | 1,357 | $606.0K | 0.16% | −1−0.1% | Reduced |
| Shum Financial Group, Inc. | 1,358 | $606.6K | 0.52% | +7+0.5% | Added |
| Octavia Wealth Advisors, LLC | 1,359 | $606.9K | 0.07% | −32−2.3% | Reduced |
| Winch Advisory Services, LLC | 1,360 | $607.5K | 0.16% | +741+119.7% | Added |
| Smith, Moore & Co. | 1,363 | $608.9K | 0.06% | +7+0.5% | Added |
| Pinnacle West Asset Management, Inc. | 1,363 | $609.0K | 0.44% | +8+0.6% | Added |
| GeoWealth Management, LLC | 1,366 | $610.2K | 0.02% | −654−32.4% | Reduced |
| Brady Family Wealth, LLC | 1,367 | $610.6K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,369 | $611.7K | 0.15% | −142−9.4% | Reduced |
| AMG National Trust Bank | 1,370 | $612.2K | 0.02% | +20+1.5% | Added |
| SFMG, LLC | 1,373 | $613.2K | 0.05% | +10+0.7% | Added |
| WBH Advisory Inc | 1,375 | $614.2K | 0.06% | −51−3.6% | Reduced |
| Eastern Bank | 1,379 | $616.0K | 0.01% | +57+4.3% | Added |
| RW Investment Management LLC | 1,384 | $618.2K | 0.08% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,386 | $619.2K | 0.11% | −23−1.6% | Reduced |
| Sanders Morris Harris LLC | 1,389 | $622.4K | 0.10% | −420−23.2% | Reduced |
| RBA Wealth Management, LLC | 1,394 | $622.7K | 0.25% | −9,674−87.4% | Reduced |
| Carr Financial Group Corp | 1,398 | $624.3K | 0.20% | −125−8.2% | Reduced |
| Venturi Wealth Management, LLC | 1,399 | $624.9K | 0.03% | −625−30.9% | Reduced |
| Hurley Capital, LLC | 1,399 | $625.1K | 0.47% | −207−12.9% | Reduced |
| BCJ Capital Management, LLC | 1,400 | $625.4K | 0.05% | −246−14.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,402 | $626.3K | 0.22% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 1,404 | $627.2K | 0.10% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 1,409 | $629.4K | 0.09% | +1,409 | New |
| Rockingstone Advisors LLC | 1,413 | $631.2K | 0.28% | −440−23.7% | Reduced |
| Trueblood Wealth Management, LLC | 1,417 | $633.0K | 0.29% | −12−0.8% | Reduced |
| Kennebec Savings Bank | 1,420 | $634.3K | 0.67% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,421 | $634.8K | 0.13% | −239−14.4% | Reduced |
| Brookwood Investment Group LLC | 1,422 | $635.2K | 0.11% | +1,422 | New |
| SkyOak Wealth, LLC | 1,422 | $635.2K | 0.14% | +943+196.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,425 | $636.6K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,427 | $637.5K | 0.17% | −1,650−53.6% | Reduced |
| McAdam, LLC | 1,432 | $639.8K | 0.04% | +96+7.2% | Added |
| Retirement Planning Co of New England, Inc. | 1,432 | $639.9K | 0.33% | +52+3.8% | Added |
| Stonegate Investment Group, LLC | 1,433 | $640.3K | 0.02% | −103,657−98.6% | Reduced |
| Aviso Wealth Management | 1,439 | $642.7K | 0.34% | −14−1.0% | Reduced |
| Sienna Gestion | 1,486 | $645.3K | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 1,450 | $647.7K | 0.43% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,450 | $647.7K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,451 | $648.2K | 0.13% | −29−2.0% | Reduced |
| Vicus Capital | 1,461 | $652.5K | 0.06% | −318−17.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,463 | $653.5K | 0.16% | +151+11.5% | Added |
| Angeles Wealth Management, LLC | 1,463 | $653.5K | 0.05% | −213−12.7% | Reduced |
| Westside Investment Management, Inc. | 1,463 | $654.2K | 0.14% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,465 | $654.4K | 0.27% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,466 | $654.9K | 0.22% | −25−1.7% | Reduced |
| Auxier Asset Management | 1,468 | $655.8K | 0.10% | −6−0.4% | Reduced |
| Everhart Financial Group, Inc. | 1,468 | $655.8K | 0.09% | +118+8.7% | Added |
| West Paces Advisors Inc. | 1,469 | $656.2K | 0.15% | −74−4.8% | Reduced |
| BankPlus Wealth Management LLC | 1,471 | $656.7K | 0.48% | +53+3.7% | Added |
| Regal Investment Advisors LLC | 1,470 | $656.8K | 0.05% | +66+4.7% | Added |
| Capital Square, LLC | 1,474 | $658.5K | 0.39% | −16−1.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,474 | $658.5K | 0.18% | −30−2.0% | Reduced |
| CFO4Life Group, LLC | 1,475 | $658.9K | 0.11% | −301−16.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,480 | $661.1K | 0.12% | −140−8.6% | Reduced |
| Shufro Rose & Co LLC | 1,481 | $661.5K | 0.05% | +2+0.1% | Added |
| Amitell Capital Pte Ltd | 1,485 | $663.4K | 0.51% | +1,485 | New |
| AlphaCore Capital LLC | 1,495 | $667.8K | 0.06% | +664+79.9% | Added |
| CWS Financial Advisors, LLC | 1,495 | $667.9K | 0.21% | +43+3.0% | Added |
| Wharton Business Group, LLC | 1,495 | $668.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,496 | $668.3K | 0.05% | −2−0.1% | Reduced |
| Verus Capital Partners, LLC | 1,496 | $668.4K | 0.07% | −406−21.3% | Reduced |
| William B. Walkup & Associates, Inc. | 1,513 | $676.1K | 0.41% | +145+10.6% | Added |
| Twin Capital Management Inc | 1,516 | $677.2K | 0.08% | +1,516 | New |
| Bristlecone Advisors, LLC | 1,518 | $678.1K | 0.06% | +235+18.3% | Added |
| Signature Estate & Investment Advisors LLC | 1,518 | $678.2K | 0.02% | +369+32.1% | Added |
| Capital Advisors Wealth Management, LLC | 1,520 | $679.0K | 0.12% | +87+6.1% | Added |
| Bank of Jackson Hole Trust | 1,509 | $679.6K | 0.44% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,529 | $682.8K | 0.06% | −66−4.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,529 | $683.0K | 0.32% | −118−7.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,533 | $684.8K | 0.03% | −895−36.9% | Reduced |
| Quarry LP | 1,536 | $686.1K | 0.18% | +1,236+412.0% | Added |
| Curio Wealth, LLC | 2 | $687.1K | 0.36% | −12−85.7% | Reduced |
| Berkshire Bank | 1,541 | $688.4K | 0.17% | +47+3.1% | Added |
| Capital Market Strategies LLC | 1,546 | $690.6K | 0.46% | −330−17.6% | Reduced |
| Liberty Wealth Management LLC | 1,548 | $691.3K | 0.13% | +20+1.3% | Added |
| Warner Financial, Inc | 1,548 | $692.0K | 0.31% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,552 | $693.2K | 0.47% | +11+0.7% | Added |
| Certus Wealth Management, LLC | 1,468 | $694.6K | 0.47% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,556 | $695.1K | 0.32% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 1,557 | $695.5K | 0.15% | +430+38.2% | Added |
| CVA Family Office, LLC | 1,557 | $695.5K | 0.11% | −4−0.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,557 | $695.7K | 0.23% | +337+27.6% | Added |
| LM Advisors LLC | 1,557 | $696.0K | 0.13% | +34+2.2% | Added |
| Chesapeake Asset Management LLC | 1,561 | $697.3K | 0.66% | −3,071−66.3% | Reduced |
| Croban | 1,564 | $698.6K | 0.64% | +1,564 | New |
| Michels Family Financial, LLC | 1,566 | $699.6K | 0.63% | +1,042+198.9% | Added |