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 |
|---|---|---|---|---|---|
| Umb Bank N A | 14,769 | $6.60M | 0.11% | −1,508−9.3% | Reduced |
| CX Institutional | 14,851 | $6.63M | 0.25% | −3,734−20.1% | Reduced |
| Traynor Capital Management, Inc. | 14,924 | $6.67M | 0.56% | −659−4.2% | Reduced |
| Viking Fund Management LLC | 15,000 | $6.70M | 0.97% | +3,000+25.0% | Added |
| Oak Associates, Ltd | 15,001 | $6.70M | 0.50% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 11,471 | $6.71M | 0.62% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 15,014 | $6.71M | 2.80% | +97+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 15,048 | $6.72M | 0.10% | −585−3.7% | Reduced |
| Werlinich Asset Management, LLC | 15,145 | $6.77M | 4.30% | +50.0% | Added |
| Morgan Dempsey Capital Management LLC | 15,152 | $6.77M | 2.82% | −1,510−9.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 15,161 | $6.77M | 0.96% | +139+0.9% | Added |
| Founders Capital Management, LLC | 15,179 | $6.78M | 1.25% | −66−0.4% | Reduced |
| Weatherly Asset Management L. P. | 15,223 | $6.80M | 0.61% | −46−0.3% | Reduced |
| Prospera Financial Services Inc | 15,277 | $6.83M | 0.16% | −384−2.5% | Reduced |
| Ironwood Investment Counsel, LLC | 15,311 | $6.84M | 1.18% | +931+6.5% | Added |
| Fiduciary Alliance LLC | 15,392 | $6.88M | 0.68% | −1,804−10.5% | Reduced |
| Fayez Sarofim & Co | 15,441 | $6.90M | 0.02% | −1,201−7.2% | Reduced |
| Ci Investments Inc. | 15,443 | $6.90M | 0.03% | +2,990+24.0% | Added |
| Perigon Wealth Management, LLC | 15,544 | $6.94M | 0.18% | −5,163−24.9% | Reduced |
| Atria Investments LLC | 15,633 | $6.98M | 0.09% | −7,880−33.5% | Reduced |
| Venture Visionary Partners LLC | 15,749 | $7.04M | 0.30% | +67+0.4% | Added |
| Silvercrest Asset Management Group LLC | 15,758 | $7.04M | 0.05% | +645+4.3% | Added |
| Lynch & Associates | 15,759 | $7.04M | 1.52% | −141−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,823 | $7.07M | 0.48% | −7,068−30.9% | Reduced |
| Schulhoff & Co Inc | 15,847 | $7.08M | 3.13% | −132−0.8% | Reduced |
| Arkadios Wealth Advisors | 15,910 | $7.11M | 0.27% | +6,187+63.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 15,912 | $7.11M | 3.06% | +15,912 | New |
| Appleton Partners Inc | 15,916 | $7.11M | 0.55% | +254+1.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,927 | $7.11M | 2.53% | +78+0.5% | Added |
| Virtu Financial LLC | 15,996 | $7.14M | 0.39% | +8,785+121.8% | Added |
| Asset Planning Services Inc | 16,275 | $7.27M | 3.70% | +75+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 16,297 | $7.28M | 0.07% | +590+3.8% | Added |
| Destination Wealth Management | 16,336 | $7.30M | 0.23% | −61−0.4% | Reduced |
| TownSquare Capital, LLC | 16,363 | $7.31M | 0.08% | −4,409−21.2% | Reduced |
| Aviance Capital Partners, LLC | 16,427 | $7.34M | 1.03% | +278+1.7% | Added |
| Scotia Capital Inc. | 16,456 | $7.35M | 0.04% | −294−1.8% | Reduced |
| Grimes & Company, Inc. | 16,481 | $7.36M | 0.23% | +503+3.1% | Added |
| Guggenheim Capital LLC | 16,583 | $7.41M | 0.07% | −1,563−8.6% | Reduced |
| Davenport & Co LLC | 16,592 | $7.41M | 0.04% | −4,431−21.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,663 | $7.44M | 0.48% | +1,835+12.4% | Added |
| Visionary Wealth Advisors | 16,749 | $7.48M | 0.45% | +1,784+11.9% | Added |
| Mizuho Securities USA LLC | 16,774 | $7.49M | 0.16% | −3,220−16.1% | Reduced |
| Colonial Trust Advisors | 16,810 | $7.51M | 0.67% | −413−2.4% | Reduced |
| Wesleyan Assurance Society | 17,000 | $7.59M | 0.56% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,004 | $7.60M | 0.02% | −31,902−65.2% | Reduced |
| Vestcor Inc | 17,036 | $7.61M | 0.26% | +1,720+11.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 17,129 | $7.65M | 0.56% | +2,686+18.6% | Added |
| Warren Averett Asset Management, LLC | 17,141 | $7.66M | 0.09% | +2,569+17.6% | Added |
| Spirepoint Private Client, LLC | 17,157 | $7.66M | 1.00% | +648+3.9% | Added |
| Berger Financial Group, Inc | 17,269 | $7.71M | 0.54% | +627+3.8% | Added |
| SlateStone Wealth, LLC | 17,307 | $7.73M | 0.78% | −70.0% | Reduced |
| FORA Capital, LLC | 17,377 | $7.76M | 0.79% | +1,020+6.2% | Added |
| Campion Asset Management LLC | 17,381 | $7.76M | 6.00% | 00.0% | Unchanged |
| King Wealth | 17,533 | $7.83M | 1.19% | −344−1.9% | Reduced |
| HBK Sorce Advisory LLC | 17,563 | $7.85M | 0.23% | +231+1.3% | Added |
| Entropy Technologies, LP | 17,626 | $7.87M | 0.77% | +14,171+410.2% | Added |
| Allworth Financial LP | 17,041 | $7.95M | 0.04% | −187−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 17,829 | $7.96M | 0.12% | −938−5.0% | Reduced |
| EP Wealth Advisors, LLC | 17,893 | $7.99M | 0.06% | +75+0.4% | Added |
| Jamison Private Wealth Management, Inc. | 17,917 | $8.00M | 1.22% | +290+1.6% | Added |
| Oregon Public Employees Retirement Fund | 17,996 | $8.04M | 0.16% | −90−0.5% | Reduced |
| South Dakota Investment Council | 18,030 | $8.05M | 0.16% | +880+5.1% | Added |
| WealthPlan Investment Management, LLC | 18,143 | $8.10M | 0.80% | +2,456+15.7% | Added |
| New England Asset Management Inc | 18,160 | $8.11M | 1.32% | +3,470+23.6% | Added |
| Brinker Capital Investments, LLC | 18,180 | $8.12M | 0.08% | +393+2.2% | Added |
| Orion Portfolio Solutions, LLC | 18,180 | $8.12M | 0.08% | +393+2.2% | Added |
| Nuance Investments, LLC | 18,187 | $8.12M | 0.53% | +18,187 | New |
| United Bank | 18,252 | $8.15M | 1.04% | +18,252 | New |
| Rockbridge Capital Management LLC | 18,283 | $8.17M | 5.00% | +81+0.4% | Added |
| Ieq Capital, LLC | 18,301 | $8.18M | 0.07% | +4,923+36.8% | Added |
| Bradley Foster & Sargent Inc | 18,520 | $8.27M | 0.14% | −476−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 18,619 | $8.32M | 0.16% | −121−0.6% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 18,945 | $8.46M | 2.94% | +1,603+9.2% | Added |
| Patrick Mauro Investment Advisor, INC. | 18,952 | $8.47M | 4.63% | +715+3.9% | Added |
| Citizens Financial Group Inc | 18,969 | $8.47M | 0.17% | −4,691−19.8% | Reduced |
| Yousif Capital Management, LLC | 19,013 | $8.49M | 0.10% | −369−1.9% | Reduced |
| Rakuten Investment Management, Inc. | 19,253 | $8.50M | 0.04% | +19,253 | New |
| Financial Partners Group, LLC | 19,033 | $8.50M | 3.69% | −1,066−5.3% | Reduced |
| S.E.E.D. Planning Group LLC | 19,288 | $8.62M | 2.90% | +9,491+96.9% | Added |
| Intact Investment Management Inc. | 19,457 | $8.69M | 0.30% | +11,057+131.6% | Added |
| Soltis Investment Advisors LLC | 19,726 | $8.81M | 0.79% | +5,791+41.6% | Added |
| Tufton Capital Management | 19,854 | $8.87M | 1.71% | +72+0.4% | Added |
| Private Capital Advisors, Inc. | 19,883 | $8.88M | 1.06% | −450−2.2% | Reduced |
| Moors & Cabot, Inc. | 19,897 | $8.89M | 0.45% | −398−2.0% | Reduced |
| TCG Advisory Services, LLC | 19,993 | $8.93M | 0.36% | +2,604+15.0% | Added |
| Mizuho Markets Americas LLC | 20,000 | $8.93M | 0.19% | 00.0% | Unchanged |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 20,101 | $8.98M | 4.04% | 00.0% | Unchanged |
| Summit Global Investments | 20,122 | $8.99M | 0.65% | +3,323+19.8% | Added |
| Buck Wealth Strategies, LLC | 20,171 | $9.01M | 1.64% | +3,831+23.4% | Added |
| Jaffetilchin Investment Partners, LLC | 20,210 | $9.03M | 0.66% | +19+0.1% | Added |
| Park Avenue Securities LLC | 20,288 | $9.06M | 0.11% | +983+5.1% | Added |
| Mattern Capital Management, LLC | 20,331 | $9.08M | 1.16% | +785+4.0% | Added |
| Leavell Investment Management, Inc. | 20,347 | $9.09M | 0.45% | −2,001−9.0% | Reduced |
| Allied Investment Advisors, LLC | 20,544 | $9.18M | 1.74% | +1,829+9.8% | Added |
| Stockman Wealth Management, Inc. | 20,609 | $9.21M | 1.36% | +2,127+11.5% | Added |
| Standard Life Aberdeen plc | 20,658 | $9.23M | 0.02% | +1,967+10.5% | Added |
| Community Bank & Trust, Waco, Texas | 20,783 | $9.28M | 2.19% | −343−1.6% | Reduced |
| Intech Investment Management LLC | 20,803 | $9.29M | 0.10% | −10,006−32.5% | Reduced |
| Twinbeech Capital LP | 20,823 | $9.30M | 0.17% | −30,824−59.7% | Reduced |
| Burney Co | 20,859 | $9.32M | 0.34% | −3,112−13.0% | Reduced |