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 |
|---|---|---|---|---|---|
| Cerro Pacific Wealth Advisors LLC | 1,703 | $827.8K | 0.27% | +26+1.6% | Added |
| Frank, Rimerman Advisors LLC | 1,860 | $830.9K | 0.07% | −261−12.3% | Reduced |
| Fiera Capital Corp | 1,863 | $832.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,864 | $832.2K | 0.06% | −25−1.3% | Reduced |
| Rodgers Brothers Inc. | 1,866 | $833.6K | 0.11% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,869 | $835.0K | 0.38% | −50−2.6% | Reduced |
| Wela Strategies, Inc. | 1,874 | $837.3K | 0.35% | +1,874 | New |
| Allen Capital Group, LLC | 1,880 | $839.9K | 0.10% | −142−7.0% | Reduced |
| Carret Asset Management, LLC | 1,882 | $840.9K | 0.09% | +60+3.3% | Added |
| Empire Financial Management Company, LLC | 1,888 | $843.4K | 0.26% | +40+2.2% | Added |
| Accurate Wealth Management, LLC | 1,780 | $845.0K | 0.16% | +40+2.3% | Added |
| Leo Wealth, LLC | 1,894 | $845.9K | 0.12% | −391−17.1% | Reduced |
| Clarius Group, LLC | 1,896 | $847.0K | 0.05% | +144+8.2% | Added |
| AlTi Global, Inc. | 1,900 | $848.4K | 0.02% | +268+16.4% | Added |
| Birinyi Associates Inc | 1,900 | $849.0K | 0.27% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,905 | $851.0K | 0.21% | +1,100+136.6% | Added |
| First Commonwealth Financial Corp | 1,907 | $851.9K | 0.20% | +222+13.2% | Added |
| Hager Investment Management Services, LLC | 1,908 | $852.3K | 0.60% | −41−2.1% | Reduced |
| Pioneer Trust Bank N A | 1,909 | $852.8K | 0.22% | −35−1.8% | Reduced |
| Oak Asset Management, LLC | 1,917 | $856.3K | 0.31% | +100+5.5% | Added |
| DeDora Capital, Inc. | 1,918 | $856.8K | 0.25% | −31−1.6% | Reduced |
| Rogco, LP | 1,921 | $858.1K | 0.34% | −157−7.6% | Reduced |
| Franklin Street Advisors Inc | 1,923 | $859.0K | 0.06% | −5,309−73.4% | Reduced |
| Cooper Financial Group | 1,925 | $859.8K | 0.11% | −3−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 1,927 | $860.8K | 0.17% | −185−8.8% | Reduced |
| Leigh Baldwin & Co., LLC | 1,930 | $862.4K | 0.69% | −44−2.2% | Reduced |
| InvesTrust | 1,935 | $864.4K | 0.24% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 1,936 | $864.8K | 0.26% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,937 | $865.3K | 0.09% | −779−28.7% | Reduced |
| Goldstone Financial Group, LLC | 1,941 | $866.8K | 0.13% | +151+8.4% | Added |
| Certior Financial Group, LLC | 1,944 | $868.4K | 0.72% | −35−1.8% | Reduced |
| D.B. Root & Company, LLC | 1,953 | $872.5K | 0.28% | −114−5.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,954 | $872.9K | 0.18% | +258+15.2% | Added |
| Red Mountain Financial, LLC | 1,956 | $873.8K | 1.07% | +5+0.3% | Added |
| Davis Capital Management | 1,958 | $874.7K | 0.70% | +144+7.9% | Added |
| Harbour Capital Advisors, LLC | 1,943 | $883.6K | 0.22% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,979 | $884.0K | 0.45% | −115−5.5% | Reduced |
| Canandaigua National Trust Co of Florida | 1,979 | $884.0K | 0.78% | +227+13.0% | Added |
| VestGen Advisors, LLC | 1,979 | $884.0K | 0.04% | +1,979 | New |
| Hunter Associates Investment Management LLC | 1,991 | $888.0K | 0.14% | −10−0.5% | Reduced |
| Cito Capital Group, LLC | 2,000 | $893.0K | 0.34% | 00.0% | Unchanged |
| Wynn Capital, LLC | 2,000 | $893.4K | 0.53% | −185−8.5% | Reduced |
| WSFS Capital Management, LLC | 2,000 | $893.4K | 0.05% | −131−6.1% | Reduced |
| Michael A. Dubis Financial Planning, LLC | 2,000 | $893.4K | 0.87% | 00.0% | Unchanged |
| Opus Investment Management Inc | 2,000 | $893.4K | 0.64% | 00.0% | Unchanged |
| Graypoint LLC | 2,003 | $894.7K | 0.06% | −285−12.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,003 | $894.8K | 0.26% | +988+97.3% | Added |
| Cypress Capital Advisors, LLC | 2,005 | $895.7K | 0.62% | +44+2.2% | Added |
| MQS Management LLC | 2,013 | $899.2K | 0.52% | +1,504+295.5% | Added |
| Triad Wealth Partners, LLC | 2,016 | $900.4K | 0.28% | −271−11.8% | Reduced |
| Smart Money Group LLC | 2,024 | $904.0K | 0.31% | +574+39.6% | Added |
| Savoie Capital LLC | 1,863 | $905.3K | 0.11% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,040 | $911.3K | 0.41% | −100−4.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,065 | $917.2K | 0.03% | +1,294+167.8% | Added |
| Strategic Advisors LLC | 2,056 | $918.5K | 0.18% | −3−0.1% | Reduced |
| Financial Security Advisor, Inc. | 2,059 | $920.0K | 0.23% | −103−4.8% | Reduced |
| Stony Point Wealth Management Inc. | 2,063 | $921.6K | 0.39% | +363+21.4% | Added |
| Dearborn Partners LLC | 2,066 | $923.0K | 0.04% | −273−11.7% | Reduced |
| MONECO Advisors, LLC | 2,069 | $924.0K | 0.10% | −115−5.3% | Reduced |
| St. Johns Investment Management Company, LLC | 2,070 | $924.7K | 0.46% | −48−2.3% | Reduced |
| Symphony Financial Services, Inc. | 2,082 | $930.3K | 0.61% | −14−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,083 | $930.5K | 0.05% | +497+31.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 2,086 | $932.0K | 0.31% | −6,383−75.4% | Reduced |
| Ambassador Advisors, LLC | 2,086 | $932.0K | 0.16% | −5−0.2% | Reduced |
| Investment Partners, Ltd. | 2,092 | $934.3K | 0.39% | −17−0.8% | Reduced |
| Novare Capital Management LLC | 2,094 | $935.4K | 0.08% | −264−11.2% | Reduced |
| First National Advisers, LLC | 2,101 | $938.5K | 0.15% | −134−6.0% | Reduced |
| Aaron Wealth Advisors | 2,102 | $939.2K | 0.11% | +272+14.9% | Added |
| Beaumont Financial Advisors, LLC | 2,110 | $942.4K | 0.07% | +335+18.9% | Added |
| Dana Investment Advisors, Inc. | 2,111 | $943.0K | 0.03% | +20+1.0% | Added |
| First PREMIER Bank | 2,113 | $944.0K | 0.24% | +28+1.3% | Added |
| First Foundation Advisors | 2,117 | $945.7K | 0.04% | −471−18.2% | Reduced |
| Rice Partnership, LLC | 2,117 | $945.9K | 0.19% | −803−27.5% | Reduced |
| Patten & Patten Inc | 2,121 | $947.5K | 0.06% | +34+1.6% | Added |
| Profund Advisors LLC | 2,121 | $947.5K | 0.04% | −120−5.4% | Reduced |
| New Age Alpha Advisors, LLC | 2,122 | $947.9K | 0.04% | −3,563−62.7% | Reduced |
| Traphagen Investment Advisors LLC | 2,125 | $949.1K | 0.10% | −13−0.6% | Reduced |
| Gables Capital Management Inc. | 2,126 | $949.7K | 0.47% | −5−0.2% | Reduced |
| City State Bank | 2,127 | $950.2K | 0.31% | +200+10.4% | Added |
| Cigna Investments Inc | 2,128 | $951.0K | 0.18% | −29−1.3% | Reduced |
| Advisory Alpha, LLC | 2,139 | $955.7K | 0.03% | +149+7.5% | Added |
| MWA Asset Management | 2,140 | $956.0K | 0.66% | +16+0.8% | Added |
| Waverton Investment Management Ltd | 2,145 | $957.9K | 0.01% | −155−6.7% | Reduced |
| Yardley Wealth Management LLC | 2,145 | $958.0K | 0.56% | +16+0.8% | Added |
| Cidel Asset Management Inc | 2,155 | $962.7K | 0.06% | −68−3.1% | Reduced |
| Loudon Investment Management, LLC | 2,157 | $963.6K | 0.55% | −117−5.1% | Reduced |
| Geneos Wealth Management Inc. | 2,158 | $963.9K | 0.03% | +11+0.5% | Added |
| Putney Financial Group LLC | 2,159 | $964.4K | 1.01% | −37−1.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,160 | $964.9K | 0.92% | −279−11.4% | Reduced |
| Insigneo Advisory Services, LLC | 2,167 | $968.2K | 0.10% | −1,761−44.8% | Reduced |
| Meridian Wealth Advisors, LLC | 2,170 | $969.5K | 0.16% | +6+0.3% | Added |
| Avidian Wealth Solutions, LLC | 2,173 | $970.5K | 0.04% | −19−0.9% | Reduced |
| Chicago Capital, LLC | 2,174 | $971.2K | 0.03% | +505+30.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,178 | $972.9K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,065 | $973.4K | 0.03% | +358+21.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,184 | $975.4K | 0.00% | +663+43.6% | Added |
| Keynote Financial Services LLC | 2,184 | $975.6K | 0.70% | +623+39.9% | Added |
| Solidarilty Wealth, LLC | 2,186 | $976.5K | 0.24% | −200−8.4% | Reduced |
| Transce3nd, LLC | 2,186 | $977.2K | 0.44% | +154+7.6% | Added |
| IFG Advisory, LLC | 2,198 | $982.0K | 0.05% | +210+10.6% | Added |