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; 2,796 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
- 2,571
- −74 vs. Q4 2024
- Shares held
- 174.0M
- −220.4K (−0.1%) vs. Q4 2024
- Total value
- $77.5B
- −$6.89B (−8.2%) vs. Q4 2024
- New holders
- 142
- 1,041 more added
- Sold out
- 216
- 1,043 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 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $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 |
|---|---|---|---|---|---|
| Optas, LLC | 607 | $271.2K | 0.05% | +59+10.8% | Added |
| Howard Wealth Management, LLC | 608 | $271.9K | 0.15% | −6−1.0% | Reduced |
| Hills Bank & Trust Co | 610 | $272.5K | 0.02% | −18−2.9% | Reduced |
| Aprio Wealth Management, LLC | 610 | $272.6K | 0.03% | +83+15.7% | Added |
| Fountainhead AM, LLC | 611 | $272.8K | 0.04% | +89+17.0% | Added |
| Amplius Wealth Advisors, LLC | 611 | $272.9K | 0.03% | −207−25.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 611 | $272.9K | 0.10% | +2+0.3% | Added |
| Asset Planning Corporation | 612 | $273.4K | 0.16% | 00.0% | Unchanged |
| Meritage Portfolio Management | 614 | $274.3K | 0.02% | −135−18.0% | Reduced |
| Farringdon Capital, Ltd. | 614 | $274.3K | 0.14% | +614 | New |
| Burke & Herbert Bank & Trust Co | 616 | $275.2K | 0.07% | +200+48.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 617 | $276.0K | 0.10% | +6+1.0% | Added |
| KG&L Capital Management,LLC | 619 | $276.5K | 0.09% | +85+15.9% | Added |
| Exencial Wealth Advisors, LLC | 620 | $277.1K | 0.01% | −93−13.0% | Reduced |
| Global Wealth Strategies & Associates | 621 | $277.4K | 0.08% | +100+19.2% | Added |
| denkapparat Operations GmbH | 624 | $278.7K | 0.30% | −810−56.5% | Reduced |
| Gould Asset Management LLC | 625 | $279.2K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 625 | $279.2K | 0.10% | +60+10.6% | Added |
| Center for Financial Planning, Inc. | 625 | $279.2K | 0.04% | +182+41.1% | Added |
| Adamsbrown Wealth Consultants LLC | 628 | $280.6K | 0.09% | +29+4.8% | Added |
| Morse Asset Management, Inc | 630 | $281.4K | 0.07% | −1,828−74.4% | Reduced |
| Wealth Management Associates, Inc. | 630 | $281.4K | 0.12% | −466−42.5% | Reduced |
| Montecito Bank & Trust | 630 | $281.4K | 0.05% | +35+5.9% | Added |
| Central Pacific Bank - Trust Division | 630 | $281.4K | 0.04% | +63+11.1% | Added |
| Yukon Wealth Management, Inc. | 631 | $281.6K | 0.12% | +631 | New |
| Delta Financial Group, Inc. | 647 | $282.0K | 0.06% | 00.0% | Unchanged |
| Wright Investors Service Inc | 633 | $282.8K | 0.09% | −66−9.4% | Reduced |
| Holos Integrated Wealth LLC | 634 | $283.2K | 0.19% | 00.0% | Unchanged |
| bLong Financial, LLC | 635 | $283.7K | 0.25% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 637 | $284.6K | 0.08% | −2−0.3% | Reduced |
| Cohen Capital Management, Inc. | 637 | $284.6K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 637 | $284.6K | 1.37% | +24+3.9% | Added |
| IFC Advisors LLC | 638 | $284.8K | 0.06% | +8+1.3% | Added |
| Ingalls & Snyder LLC | 639 | $285.0K | 0.01% | 00.0% | Unchanged |
| Janney Capital Management LLC | 638 | $285.0K | 0.02% | +26+4.2% | Added |
| Absher Wealth Management, LLC | 638 | $285.0K | 0.04% | +19+3.1% | Added |
| Gibson Capital, LLC | 638 | $285.0K | 0.06% | +638 | New |
| True North Advisors, LLC | 639 | $285.4K | 0.05% | −8−1.2% | Reduced |
| Acas, LLC | 598 | $285.7K | 0.22% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 640 | $285.9K | 0.11% | −20−3.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 641 | $286.3K | 0.07% | −182−22.1% | Reduced |
| Ellis Investment Partners, LLC | 641 | $286.3K | 0.06% | +107+20.0% | Added |
| Panoramic Investment Advisors, LLC | 642 | $286.8K | 0.19% | −49−7.1% | Reduced |
| Sentry Investment Management LLC | 666 | $287.0K | 0.19% | −56−7.8% | Reduced |
| Rockbridge Investment Management, LCC | 643 | $287.2K | 0.03% | +643 | New |
| ISAM Funds (UK) Ltd | 646 | $288.6K | 0.14% | −2,052−76.1% | Reduced |
| LMCG Investments, LLC | 650 | $290.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 651 | $290.6K | 0.12% | +10+1.6% | Added |
| Caitong International Asset Management Co., Ltd | 654 | $292.1K | 0.22% | +648+10,800.0% | Added |
| MBB Public Markets I LLC | 654 | $292.1K | 0.03% | +654 | New |
| Grant Private Wealth Management Inc | 655 | $292.6K | 0.32% | +6+0.9% | Added |
| Terra Nova Asset Management LLC | 655 | $292.6K | 0.23% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 657 | $293.5K | 0.24% | +657 | New |
| Benchmark Financial Wealth Advisors, LLC | 658 | $293.9K | 0.11% | +158+31.6% | Added |
| Strategies Wealth Advisors, LLC | 659 | $294.2K | 0.04% | +659 | New |
| Kaydan Wealth Management, Inc. | 659 | $294.4K | 0.09% | −23−3.4% | Reduced |
| City Center Advisors, LLC | 659 | $294.4K | 0.34% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 661 | $295.0K | 0.14% | −66−9.1% | Reduced |
| 49 Wealth Management, LLC | 661 | $295.1K | 0.04% | +22+3.4% | Added |
| High Net Worth Advisory Group LLC | 663 | $296.3K | 0.08% | −119−15.2% | Reduced |
| Charles Schwab Trust Co | 665 | $297.1K | 0.02% | +143+27.4% | Added |
| Affinity Investment Advisors, LLC | 666 | $297.5K | 0.24% | +104+18.5% | Added |
| Goldstream Capital Management Ltd | 669 | $298.8K | 0.20% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 671 | $299.7K | 0.01% | −48−6.7% | Reduced |
| QTR Family Wealth, LLC | 672 | $300.1K | 0.23% | +672 | New |
| Farmers National Bank | 672 | $300.2K | 0.08% | +1+0.1% | Added |
| BluePath Capital Management, LLC | 674 | $301.2K | 0.31% | −3,593−84.2% | Reduced |
| McMill Wealth Management | 675 | $301.5K | 0.11% | +3+0.4% | Added |
| Fox Run Management, L.L.C. | 675 | $301.5K | 0.05% | +675 | New |
| Aspiriant, LLC | 676 | $302.0K | 0.01% | −9−1.3% | Reduced |
| Palumbo Wealth Management LLC | 676 | $302.0K | 0.10% | +3+0.4% | Added |
| JB Capital LLC | 679 | $303.1K | 0.02% | +3+0.4% | Added |
| HHM Wealth Advisors, LLC | 679 | $303.1K | 0.04% | −6−0.9% | Reduced |
| Manske Wealth Management | 679 | $303.1K | 0.11% | −26−3.7% | Reduced |
| Banque Pictet & Cie SA | 679 | $303.3K | 0.00% | +679 | New |
| Madrona Financial Services, LLC | 681 | $304.2K | 0.08% | −3−0.4% | Reduced |
| KFA Private Wealth Group, LLC | 681 | $304.3K | 0.11% | +11+1.6% | Added |
| Red Wave Investments LLC | 681 | $304.4K | 0.11% | −16−2.3% | Reduced |
| Saxon Interests, Inc. | 682 | $304.5K | 0.14% | −24−3.4% | Reduced |
| Raleigh Capital Management Inc. | 684 | $305.5K | 0.14% | −402−37.0% | Reduced |
| Indie Asset Partners, LLC | 684 | $305.6K | 0.26% | −17−2.4% | Reduced |
| Colonial River Wealth Management, LLC | 684 | $305.6K | 0.17% | −994−59.2% | Reduced |
| Tyler-Stone Wealth Management | 684 | $305.7K | 0.05% | +22+3.3% | Added |
| Cape Ann Savings Bank | 686 | $306.4K | 0.19% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 689 | $308.0K | 0.03% | −402−36.8% | Reduced |
| Falcon Wealth Planning | 690 | $308.4K | 0.03% | +3+0.4% | Added |
| Addison Capital Co | 692 | $309.0K | 0.12% | +1+0.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 695 | $310.5K | 0.16% | +5+0.7% | Added |
| Saratoga Research & Investment Management | 695 | $310.5K | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 696 | $310.9K | 0.06% | +260+59.6% | Added |
| WealthTrust Axiom LLC | 696 | $311.1K | 0.09% | +10+1.5% | Added |
| Darden Wealth Group Inc | 698 | $311.8K | 0.24% | +43+6.6% | Added |
| Princeton Capital Management LLC | 700 | $312.8K | 0.11% | −50−6.7% | Reduced |
| Summit Wealth Partners, LLC | 704 | $314.6K | 0.06% | +3+0.4% | Added |
| Norris Perne & French LLP | 705 | $314.9K | 0.02% | −188−21.1% | Reduced |
| J. Stern & Co. LLP | 705 | $314.9K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 706 | $315.4K | 0.05% | +706 | New |
| Trust Point Inc. | 707 | $315.8K | 0.03% | −209−22.8% | Reduced |
| Trustco Bank Corp N Y | 707 | $315.8K | 0.34% | −25−3.4% | Reduced |
| YHB Investment Advisors, Inc. | 707 | $315.8K | 0.03% | +179+33.9% | Added |