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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 18,301 | $8.18M | 0.07% | +4,923+36.8% | Added |
| Rockbridge Capital Management LLC | 18,283 | $8.17M | 5.00% | +81+0.4% | Added |
| United Bank | 18,252 | $8.15M | 1.04% | +18,252 | New |
| Nuance Investments, LLC | 18,187 | $8.12M | 0.53% | +18,187 | New |
| 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 |
| New England Asset Management Inc | 18,160 | $8.11M | 1.32% | +3,470+23.6% | Added |
| WealthPlan Investment Management, LLC | 18,143 | $8.10M | 0.80% | +2,456+15.7% | Added |
| South Dakota Investment Council | 18,030 | $8.05M | 0.16% | +880+5.1% | Added |
| Oregon Public Employees Retirement Fund | 17,996 | $8.04M | 0.16% | −90−0.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 17,917 | $8.00M | 1.22% | +290+1.6% | Added |
| EP Wealth Advisors, LLC | 17,893 | $7.99M | 0.06% | +75+0.4% | Added |
| Peapack Gladstone Financial Corp | 17,829 | $7.96M | 0.12% | −938−5.0% | Reduced |
| Allworth Financial LP | 17,041 | $7.95M | 0.04% | −187−1.1% | Reduced |
| Entropy Technologies, LP | 17,626 | $7.87M | 0.77% | +14,171+410.2% | Added |
| HBK Sorce Advisory LLC | 17,563 | $7.85M | 0.23% | +231+1.3% | Added |
| King Wealth | 17,533 | $7.83M | 1.19% | −344−1.9% | Reduced |
| Campion Asset Management LLC | 17,381 | $7.76M | 6.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 17,377 | $7.76M | 0.79% | +1,020+6.2% | Added |
| SlateStone Wealth, LLC | 17,307 | $7.73M | 0.78% | −70.0% | Reduced |
| Berger Financial Group, Inc | 17,269 | $7.71M | 0.54% | +627+3.8% | Added |
| Spirepoint Private Client, LLC | 17,157 | $7.66M | 1.00% | +648+3.9% | Added |
| Warren Averett Asset Management, LLC | 17,141 | $7.66M | 0.09% | +2,569+17.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 17,129 | $7.65M | 0.56% | +2,686+18.6% | Added |
| Vestcor Inc | 17,036 | $7.61M | 0.26% | +1,720+11.2% | Added |
| Balyasny Asset Management LLC | 17,004 | $7.60M | 0.02% | −31,902−65.2% | Reduced |
| Wesleyan Assurance Society | 17,000 | $7.59M | 0.56% | 00.0% | Unchanged |
| Colonial Trust Advisors | 16,810 | $7.51M | 0.67% | −413−2.4% | Reduced |
| Mizuho Securities USA LLC | 16,774 | $7.49M | 0.16% | −3,220−16.1% | Reduced |
| Visionary Wealth Advisors | 16,749 | $7.48M | 0.45% | +1,784+11.9% | Added |
| Pine Valley Investments Ltd Liability Co | 16,663 | $7.44M | 0.48% | +1,835+12.4% | Added |
| Davenport & Co LLC | 16,592 | $7.41M | 0.04% | −4,431−21.1% | Reduced |
| Guggenheim Capital LLC | 16,583 | $7.41M | 0.07% | −1,563−8.6% | Reduced |
| Grimes & Company, Inc. | 16,481 | $7.36M | 0.23% | +503+3.1% | Added |
| Scotia Capital Inc. | 16,456 | $7.35M | 0.04% | −294−1.8% | Reduced |
| Aviance Capital Partners, LLC | 16,427 | $7.34M | 1.03% | +278+1.7% | Added |
| TownSquare Capital, LLC | 16,363 | $7.31M | 0.08% | −4,409−21.2% | Reduced |
| Destination Wealth Management | 16,336 | $7.30M | 0.23% | −61−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,297 | $7.28M | 0.07% | +590+3.8% | Added |
| Asset Planning Services Inc | 16,275 | $7.27M | 3.70% | +75+0.5% | Added |
| Virtu Financial LLC | 15,996 | $7.14M | 0.39% | +8,785+121.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,927 | $7.11M | 2.53% | +78+0.5% | Added |
| Appleton Partners Inc | 15,916 | $7.11M | 0.55% | +254+1.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 15,912 | $7.11M | 3.06% | +15,912 | New |
| Arkadios Wealth Advisors | 15,910 | $7.11M | 0.27% | +6,187+63.6% | Added |
| Schulhoff & Co Inc | 15,847 | $7.08M | 3.13% | −132−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,823 | $7.07M | 0.48% | −7,068−30.9% | Reduced |
| Lynch & Associates | 15,759 | $7.04M | 1.52% | −141−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 15,758 | $7.04M | 0.05% | +645+4.3% | Added |
| Venture Visionary Partners LLC | 15,749 | $7.04M | 0.30% | +67+0.4% | Added |
| Atria Investments LLC | 15,633 | $6.98M | 0.09% | −7,880−33.5% | Reduced |
| Perigon Wealth Management, LLC | 15,544 | $6.94M | 0.18% | −5,163−24.9% | Reduced |
| Ci Investments Inc. | 15,443 | $6.90M | 0.03% | +2,990+24.0% | Added |
| Fayez Sarofim & Co | 15,441 | $6.90M | 0.02% | −1,201−7.2% | Reduced |
| Fiduciary Alliance LLC | 15,392 | $6.88M | 0.68% | −1,804−10.5% | Reduced |
| Ironwood Investment Counsel, LLC | 15,311 | $6.84M | 1.18% | +931+6.5% | Added |
| Prospera Financial Services Inc | 15,277 | $6.83M | 0.16% | −384−2.5% | Reduced |
| Weatherly Asset Management L. P. | 15,223 | $6.80M | 0.61% | −46−0.3% | Reduced |
| Founders Capital Management, LLC | 15,179 | $6.78M | 1.25% | −66−0.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 15,161 | $6.77M | 0.96% | +139+0.9% | Added |
| Morgan Dempsey Capital Management LLC | 15,152 | $6.77M | 2.82% | −1,510−9.1% | Reduced |
| Werlinich Asset Management, LLC | 15,145 | $6.77M | 4.30% | +50.0% | Added |
| Bartlett & Co. Wealth Management LLC | 15,048 | $6.72M | 0.10% | −585−3.7% | Reduced |
| Horrell Capital Management, Inc. | 15,014 | $6.71M | 2.80% | +97+0.7% | Added |
| Cape Cod Five Cents Savings Bank | 11,471 | $6.71M | 0.62% | 00.0% | Unchanged |
| Oak Associates, Ltd | 15,001 | $6.70M | 0.50% | 00.0% | Unchanged |
| Viking Fund Management LLC | 15,000 | $6.70M | 0.97% | +3,000+25.0% | Added |
| Traynor Capital Management, Inc. | 14,924 | $6.67M | 0.56% | −659−4.2% | Reduced |
| CX Institutional | 14,851 | $6.63M | 0.25% | −3,734−20.1% | Reduced |
| Umb Bank N A | 14,769 | $6.60M | 0.11% | −1,508−9.3% | Reduced |
| RSM US Wealth Management LLC | 14,765 | $6.60M | 0.10% | −679−4.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 14,720 | $6.58M | 0.43% | +386+2.7% | Added |
| Trust Co of Kansas | 14,676 | $6.56M | 3.49% | −23−0.2% | Reduced |
| Toroso Investments, LLC | 14,574 | $6.51M | 0.06% | −64,259−81.5% | Reduced |
| Kentucky Retirement Systems | 14,404 | $6.43M | 0.20% | −174−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 14,367 | $6.42M | 0.16% | +2,071+16.8% | Added |
| Central Trust Co | 14,339 | $6.41M | 0.16% | −294−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 14,508 | $6.41M | 0.85% | +5,081+53.9% | Added |
| Oak Harvest Investment Services | 14,300 | $6.39M | 0.89% | −1,997−12.3% | Reduced |
| Lafayette Investments, Inc. | 14,197 | $6.34M | 1.34% | −1,113−7.3% | Reduced |
| Simmons Bank | 14,178 | $6.33M | 0.48% | −157−1.1% | Reduced |
| HGK Asset Management Inc | 14,153 | $6.32M | 1.29% | +873+6.6% | Added |
| American Money Management, LLC | 14,129 | $6.31M | 1.20% | +339+2.5% | Added |
| D'Orazio & Associates, Inc. | 14,071 | $6.29M | 0.96% | +4,621+48.9% | Added |
| Oak Thistle LLC | 14,061 | $6.28M | 1.26% | +11,779+516.2% | Added |
| Valeo Financial Advisors, LLC | 13,974 | $6.24M | 0.17% | −125−0.9% | Reduced |
| Telos Capital Management, Inc. | 13,939 | $6.23M | 0.68% | +270+2.0% | Added |
| EagleClaw Capital Managment, LLC | 13,929 | $6.22M | 0.98% | +1,306+10.3% | Added |
| Trust Co of Vermont | 13,895 | $6.21M | 0.31% | −66−0.5% | Reduced |
| HB Wealth Management, LLC | 13,850 | $6.19M | 0.05% | +1,325+10.6% | Added |
| Capital Investment Counsel, Inc | 13,848 | $6.19M | 0.92% | +514+3.9% | Added |
| Pacer Advisors, Inc. | 13,787 | $6.16M | 0.01% | −6,827−33.1% | Reduced |
| Naples Global Advisors, LLC | 13,703 | $6.12M | 0.58% | +484+3.7% | Added |
| Courier Capital LLC | 13,693 | $6.12M | 0.40% | −549−3.9% | Reduced |
| MainStreet Investment Advisors LLC | 13,661 | $6.10M | 0.89% | −380−2.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 13,613 | $6.08M | 0.20% | −525−3.7% | Reduced |
| Stablepoint Partners, LLC | 13,608 | $6.08M | 1.10% | +527+4.0% | Added |
| NEOS Investment Management LLC | 13,561 | $6.06M | 0.11% | +2,503+22.6% | Added |
| Gabelli Funds LLC | 13,478 | $6.02M | 0.05% | +2,100+18.5% | Added |
| Clearstead Advisors, LLC | 13,416 | $5.99M | 0.09% | +454+3.5% | Added |