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 |
|---|---|---|---|---|---|
| Wills Financial Group LLC | 21,203 | $9.47M | 4.20% | +21,203 | New |
| Evergreen Capital Management LLC | 21,230 | $9.48M | 0.32% | +10,115+91.0% | Added |
| TD Waterhouse Canada Inc. | 21,283 | $9.52M | 0.08% | −860−3.9% | Reduced |
| Cullinan Associates Inc | 21,528 | $9.62M | 0.68% | −14−0.1% | Reduced |
| Johnson Investment Counsel Inc | 21,700 | $9.69M | 0.09% | −139−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,725 | $9.70M | 0.04% | −6,374−22.7% | Reduced |
| Jeppson Wealth Management, LLC | 22,114 | $9.88M | 3.62% | +494+2.3% | Added |
| Great Lakes Retirement, Inc. | 22,175 | $9.91M | 1.30% | +16,669+302.7% | Added |
| Hudson Bay Capital Management LP | 22,248 | $9.94M | 0.06% | −33,828−60.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 22,512 | $10.1M | 2.56% | −569−2.5% | Reduced |
| United Asset Strategies, Inc. | 22,552 | $10.1M | 0.94% | −9,032−28.6% | Reduced |
| Level Four Advisory Services, LLC | 22,564 | $10.1M | 0.41% | +2,186+10.7% | Added |
| Biondo Investment Advisors, LLC | 22,667 | $10.1M | 1.44% | +1,042+4.8% | Added |
| CWA Asset Management Group, LLC | 23,124 | $10.3M | 0.50% | −8,968−27.9% | Reduced |
| Massmutual Trust Co FSB | 23,367 | $10.4M | 0.30% | +110.0% | Added |
| Point72 Hong Kong Ltd | 23,528 | $10.5M | 0.75% | +23,528 | New |
| Linscomb & Williams, Inc. | 23,553 | $10.5M | 0.52% | +92+0.4% | Added |
| Independent Advisor Alliance | 23,656 | $10.6M | 0.35% | +1,620+7.4% | Added |
| FineMark National Bank & Trust | 23,785 | $10.6M | 0.39% | −280−1.2% | Reduced |
| Rbo & Co LLC | 23,977 | $10.7M | 1.71% | −1,057−4.2% | Reduced |
| Wesbanco Bank Inc | 24,095 | $10.8M | 0.37% | +2,071+9.4% | Added |
| Mutual of America Capital Management LLC | 24,328 | $10.9M | 0.13% | −909−3.6% | Reduced |
| Payden & Rygel | 24,340 | $10.9M | 0.93% | +20,220+490.8% | Added |
| Isthmus Partners, LLC | 24,498 | $10.9M | 1.37% | +520+2.2% | Added |
| Wealthfront Advisers LLC | 24,627 | $11.0M | 0.03% | −1,473−5.6% | Reduced |
| Capitolis Liquid Global Markets LLC | 25,000 | $11.2M | 0.10% | 00.0% | Unchanged |
| Nearwater Capital Markets, Ltd | 25,000 | $11.2M | 0.32% | +25,000 | New |
| Strategy Asset Managers LLC | 25,076 | $11.2M | 2.31% | +321+1.3% | Added |
| Gotham Asset Management, LLC | 25,341 | $11.3M | 0.09% | −10,543−29.4% | Reduced |
| Heritage Investors Management Corp | 25,358 | $11.3M | 0.39% | +1,834+7.8% | Added |
| JustInvest LLC | 25,378 | $11.3M | 0.17% | −1,990−7.3% | Reduced |
| CIBC World Markets Corp | 25,444 | $11.4M | 0.09% | −86,501−77.3% | Reduced |
| Point72 (DIFC) Ltd | 25,512 | $11.4M | 1.10% | +25,512 | New |
| Amundi | 25,094 | $11.4M | 0.00% | +2,962+13.4% | Added |
| Apriem Advisors | 25,676 | $11.5M | 1.34% | −4,498−14.9% | Reduced |
| Anchor Capital Advisors LLC | 25,826 | $11.5M | 0.34% | −683−2.6% | Reduced |
| Grassi Investment Management | 25,837 | $11.5M | 1.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 26,810 | $11.6M | 0.27% | −2,833−9.6% | Reduced |
| Oppenheimer Asset Management Inc. | 25,978 | $11.6M | 0.14% | +25+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,051 | $11.6M | 0.12% | +1,310+5.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 26,225 | $11.7M | 2.51% | −509−1.9% | Reduced |
| Bogart Wealth, LLC | 26,256 | $11.7M | 0.55% | +6,398+32.2% | Added |
| Nissay Asset Management Corp | 26,372 | $11.8M | 0.08% | +205+0.8% | Added |
| Acadian Asset Management LLC | 26,445 | $11.8M | 0.03% | −15,616−37.1% | Reduced |
| Old National Bancorp | 26,444 | $11.8M | 0.31% | −1,122−4.1% | Reduced |
| Ariose Capital Management Ltd | 26,700 | $11.9M | 13.08% | +26,700 | New |
| ING Groep NV | 26,750 | $11.9M | 0.08% | −194−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 26,969 | $12.0M | 0.37% | +12,421+85.4% | Added |
| Bard Financial Services, Inc. | 26,994 | $12.1M | 1.47% | −375−1.4% | Reduced |
| Empower Advisory Group, LLC | 27,000 | $12.1M | 0.04% | +8,726+47.8% | Added |
| Glenmede Trust Co NA | 27,034 | $12.1M | 0.06% | −2,007−6.9% | Reduced |
| Lido Advisors, LLC | 27,047 | $12.1M | 0.07% | +6,587+32.2% | Added |
| Vantage Investment Partners, LLC | 27,155 | $12.1M | 1.02% | +479+1.8% | Added |
| ExodusPoint Capital Management, LP | 27,306 | $12.2M | 0.16% | +17,176+169.6% | Added |
| Miramar Capital, LLC | 27,314 | $12.2M | 2.90% | +4,986+22.3% | Added |
| Rafferty Asset Management, LLC | 27,327 | $12.2M | 0.05% | −4,767−14.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 25,726 | $12.2M | 0.98% | +2,426+10.4% | Added |
| Kodai Capital Management LP | 27,367 | $12.2M | 0.48% | +27,367 | New |
| Keybank National Association | 27,456 | $12.3M | 0.05% | −267−1.0% | Reduced |
| Pathstone Holdings, LLC | 27,579 | $12.3M | 0.05% | +1,110+4.2% | Added |
| Old West Investment Management, LLC | 27,652 | $12.4M | 4.46% | +422+1.5% | Added |
| New York Life Investment Management LLC | 28,103 | $12.6M | 0.13% | −288−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 28,553 | $12.8M | 0.05% | −89−0.3% | Reduced |
| Loomis Sayles & Co L P | 28,809 | $12.9M | 0.02% | +10,261+55.3% | Added |
| Woodline Partners LP | 28,869 | $12.9M | 0.08% | +19,336+202.8% | Added |
| Goelzer Investment Management, Inc. | 28,978 | $12.9M | 0.75% | +52+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 29,352 | $13.1M | 0.22% | −225−0.8% | Reduced |
| Greystone Financial Group, LLC | 29,447 | $13.2M | 2.39% | +422+1.5% | Added |
| Advisory Services Network, LLC | 29,853 | $13.3M | 0.26% | −823−2.7% | Reduced |
| Americana Partners, LLC | 29,897 | $13.4M | 0.52% | +297+1.0% | Added |
| D.A. Davidson & Co. | 29,942 | $13.4M | 0.11% | −8,050−21.2% | Reduced |
| Albion Financial Group | 30,103 | $13.4M | 0.95% | −616−2.0% | Reduced |
| Daiwa Securities Group Inc. | 30,120 | $13.5M | 0.06% | +2,150+7.7% | Added |
| Alpha Cubed Investments, LLC | 30,233 | $13.5M | 0.60% | +573+1.9% | Added |
| Maple Capital Management, Inc. | 30,239 | $13.5M | 1.04% | −2,041−6.3% | Reduced |
| Washington Trust Co | 30,502 | $13.6M | 0.52% | −601−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 30,682 | $13.7M | 0.14% | +30.0% | Added |
| Cullen/Frost Bankers, Inc. | 30,816 | $13.8M | 0.19% | +421+1.4% | Added |
| Brown Advisory Inc | 30,893 | $13.8M | 0.02% | −2,768−8.2% | Reduced |
| Pinnacle Associates Ltd | 30,903 | $13.8M | 0.20% | +840+2.8% | Added |
| Cresset Asset Management, LLC | 31,130 | $13.9M | 0.07% | −1,156−3.6% | Reduced |
| FourThought Financial Partners, LLC | 31,204 | $13.9M | 1.46% | +924+3.1% | Added |
| Modera Wealth Management, LLC | 31,362 | $14.0M | 0.19% | −1,308−4.0% | Reduced |
| Alley Investment Management Company, LLC | 31,376 | $14.0M | 1.76% | −84−0.3% | Reduced |
| Narwhal Capital Management | 31,528 | $14.1M | 1.25% | −4,742−13.1% | Reduced |
| ProShare Advisors LLC | 31,775 | $14.2M | 0.03% | −1,506−4.5% | Reduced |
| Hikari Tsushin, Inc. | 31,793 | $14.2M | 0.95% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 31,984 | $14.3M | 0.31% | −6,935−17.8% | Reduced |
| Westchester Capital Management, Inc. | 32,019 | $14.3M | 3.56% | +1,005+3.2% | Added |
| TruWealth Advisors, LLC | 32,198 | $14.4M | 0.87% | −10,813−25.1% | Reduced |
| State of Alaska, Department of Revenue | 32,414 | $14.5M | 0.16% | +1,195+3.8% | Added |
| Brookstone Capital Management | 32,607 | $14.6M | 0.21% | +9,988+44.2% | Added |
| Boston Trust Walden Corp | 32,768 | $14.6M | 0.11% | +5,220+18.9% | Added |
| Cypress Capital Group | 32,787 | $14.6M | 1.92% | −40.0% | Reduced |
| Atria Wealth Solutions, Inc. | 32,803 | $14.7M | 0.18% | −4,237−11.4% | Reduced |
| NS Partners Ltd | 33,298 | $14.9M | 0.65% | +228+0.7% | Added |
| Verity & Verity, LLC | 33,705 | $15.1M | 1.32% | +1,036+3.2% | Added |
| GWM Advisors LLC | 33,822 | $15.1M | 0.09% | −2,067−5.8% | Reduced |
| LVM Capital Management Ltd | 33,890 | $15.1M | 1.69% | −473−1.4% | Reduced |
| Oppenheimer & Co Inc | 34,026 | $15.2M | 0.23% | +2,339+7.4% | Added |