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, Q4 2025
Institutional positions in Lockheed Martin Corp as of Dec 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
- 2,732
- +205 vs. Q3 2025
- Shares held
- 171.1M
- +1.39M (+0.8%) vs. Q3 2025
- Total value
- $82.6B
- −$2.08B (−2.5%) vs. Q3 2025
- New holders
- 338
- 987 more added
- Sold out
- 133
- 1,048 more reduced
60 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 676 | $327.0K | 0.02% | −37−5.2% | Reduced |
| Mainstay Capital Management LLC | 676 | $327.0K | 0.03% | 00.0% | Unchanged |
| McMill Wealth Management | 676 | $327.0K | 0.09% | 00.0% | Unchanged |
| True Wealth Design, LLC | 676 | $327.0K | 0.10% | +26+4.0% | Added |
| Spinnaker Trust | 677 | $327.4K | 0.02% | −50−6.9% | Reduced |
| Dover Advisors, LLC | 678 | $327.9K | 0.13% | −92−11.9% | Reduced |
| Root Financial Partners, LLC | 680 | $328.9K | 0.02% | +23+3.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 681 | $329.4K | 0.19% | −2,274−77.0% | Reduced |
| Midland Wealth Advisors LLC | 681 | $329.4K | 0.02% | −50−6.8% | Reduced |
| CDKV Holdings LLC | 682 | $329.9K | 0.28% | +682 | New |
| Greenwich Wealth Management LLC | 683 | $330.0K | 0.01% | +161+30.8% | Added |
| First National Bank | 683 | $330.3K | 0.18% | 00.0% | Unchanged |
| Family Management Corp | 683 | $330.3K | 0.04% | −125−15.5% | Reduced |
| Red Wave Investments LLC | 684 | $330.9K | 0.10% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 685 | $331.4K | 0.03% | +10+1.5% | Added |
| Y.D. More Investments Ltd | 686 | $332.8K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 690 | $334.0K | 0.01% | +690 | New |
| Ethos Financial Group, LLC | 693 | $335.2K | 0.02% | −15−2.1% | Reduced |
| DecisionMap Wealth Management, LLC | 693 | $335.2K | 0.21% | −212−23.4% | Reduced |
| Saratoga Research & Investment Management | 695 | $336.2K | 0.02% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 696 | $336.4K | 0.17% | −163−19.0% | Reduced |
| Paradigm Asset Management Co LLC | 700 | $338.6K | 0.08% | −100−12.5% | Reduced |
| Peoples Bank | 700 | $338.6K | 0.34% | −80−10.3% | Reduced |
| Wolverine Asset Management LLC | 700 | $338.6K | 0.00% | +700 | New |
| Portfolio Strategies, Inc. | 701 | $339.1K | 0.04% | −1−0.1% | Reduced |
| High Falls Advisors, Inc | 702 | $339.6K | 0.07% | −183−20.7% | Reduced |
| TrueWealth Advisors, LLC | 703 | $340.0K | 0.09% | −4−0.6% | Reduced |
| Summit Wealth Partners, LLC | 703 | $340.0K | 0.06% | −8−1.1% | Reduced |
| Capstone Financial Advisors, Inc. | 703 | $340.1K | 0.02% | +2+0.3% | Added |
| Crestmont Private Wealth LLC | 703 | $340.2K | 0.11% | +46+7.0% | Added |
| J. Stern & Co. LLP | 340,987 | $341.0K | 0.03% | +340,282+48,267.0% | Added |
| Dimension Capital Management LLC | 706 | $341.5K | 0.05% | 00.0% | Unchanged |
| S. R. Schill & Associates | 707 | $342.0K | 0.24% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 708 | $342.5K | 0.10% | +43+6.5% | Added |
| Signature Resources Capital Management, LLC | 711 | $343.9K | 0.17% | +2+0.3% | Added |
| Addison Capital Co | 712 | $344.2K | 0.09% | +1+0.1% | Added |
| Sandro Wealth Management LLC | 712 | $344.3K | 0.28% | +712 | New |
| Everpar Advisors LLC | 715 | $345.8K | 0.13% | −35−4.7% | Reduced |
| Tompkins Financial Corp | 715 | $345.8K | 0.03% | +137+23.7% | Added |
| Cromwell Holdings LLC | 717 | $346.8K | 0.19% | 00.0% | Unchanged |
| Manske Wealth Management | 718 | $347.1K | 0.10% | +5+0.7% | Added |
| AssuredPartners Investment Advisors, LLC | 718 | $347.1K | 0.05% | +46+6.8% | Added |
| Norris Perne & French LLP | 720 | $348.2K | 0.02% | −48−6.3% | Reduced |
| Quantbot Technologies LP | 721 | $348.7K | 0.01% | −12,319−94.5% | Reduced |
| Waterloo Capital, L.P. | 723 | $349.7K | 0.03% | −22−3.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 723 | $349.7K | 0.22% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 725 | $350.0K | 0.14% | −250−25.6% | Reduced |
| Detalus Advisors, LLC | 724 | $350.4K | 0.09% | 00.0% | Unchanged |
| Ticino Wealth | 725 | $350.7K | 0.13% | +725 | New |
| Orion Capital Management LLC | 725 | $350.8K | 0.12% | −17−2.3% | Reduced |
| Colonial River Wealth Management, LLC | 726 | $351.2K | 0.13% | −13−1.8% | Reduced |
| Ducere Wealth Management LLC | 727 | $351.7K | 0.14% | +727 | New |
| Northside Capital Management, LLC | 728 | $352.1K | 0.03% | +18+2.5% | Added |
| Lakeridge Wealth Management LLC | 728 | $352.2K | 0.16% | +6+0.8% | Added |
| Chemistry Wealth Management LLC | 728 | $352.2K | 0.07% | +1+0.1% | Added |
| Betterment LLC | 729 | $353.0K | 0.00% | +145+24.8% | Added |
| Fukoku Mutual Life Insurance Co | 730 | $353.1K | 0.02% | −131−15.2% | Reduced |
| Chelsea Counsel Co | 730 | $353.1K | 0.15% | 00.0% | Unchanged |
| Well Done, LLC | 731 | $353.6K | 0.05% | +15+2.1% | Added |
| Financial Partners Group, Inc | 559 | $354.7K | 0.04% | +4+0.7% | Added |
| Montecito Bank & Trust | 735 | $355.5K | 0.06% | +30+4.3% | Added |
| Congress Park Capital LLC | 735 | $355.5K | 0.11% | +135+22.5% | Added |
| Summit Financial Strategies, Inc. | 735 | $355.6K | 0.03% | +44+6.4% | Added |
| Cape Ann Savings Bank | 736 | $356.0K | 0.18% | +25+3.5% | Added |
| JB Capital LLC | 738 | $356.7K | 0.01% | +5+0.7% | Added |
| BBR Partners, LLC | 738 | $356.8K | 0.02% | −10−1.3% | Reduced |
| Fingerlakes Wealth Management, Inc. | 739 | $357.2K | 0.23% | +31+4.4% | Added |
| State of Wyoming | 739 | $357.4K | 0.04% | +739 | New |
| FSM Wealth Advisors, LLC | 739 | $357.5K | 0.05% | −38−4.9% | Reduced |
| Payden & Rygel | 740 | $358.0K | 0.02% | 00.0% | Unchanged |
| Highview Capital Management LLC | 741 | $358.4K | 0.13% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 742 | $358.9K | 0.08% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 742 | $358.9K | 0.10% | +14+1.9% | Added |
| Select Asset Management & Trust | 742 | $359.0K | 0.11% | −165−18.2% | Reduced |
| Mills Wealth Advisors LLC | 744 | $360.0K | 0.14% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 746 | $360.7K | 0.06% | −110−12.9% | Reduced |
| Perkins Coie Trust Co | 746 | $360.8K | 0.07% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 746 | $360.8K | 0.12% | −5−0.7% | Reduced |
| Fidelity D & D Bancorp Inc | 747 | $361.3K | 0.16% | −58−7.2% | Reduced |
| Facet Wealth, Inc. | 605 | $361.3K | 0.01% | +199+49.0% | Added |
| Aries Wealth Management | 748 | $361.8K | 0.08% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 748 | $361.9K | 0.11% | +748 | New |
| Coastal Investment Advisors, Inc. | 748 | $362.0K | 0.12% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 749 | $362.3K | 0.08% | −2−0.3% | Reduced |
| Belfer Management LLC | 749 | $362.5K | 6.35% | −59−7.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 750 | $362.8K | 0.27% | −80−9.6% | Reduced |
| Marotta Asset Management | 750 | $362.8K | 0.07% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 750 | $362.8K | 0.22% | +121+19.2% | Added |
| Foster & Motley Inc | 753 | $364.0K | 0.02% | −264−26.0% | Reduced |
| Studio Investment Management LLC | 753 | $364.2K | 0.07% | +9+1.2% | Added |
| Northwest Wealth Management, LLC | 754 | $364.7K | 0.06% | +298+65.4% | Added |
| Rockbridge Investment Management, LCC | 756 | $365.7K | 0.03% | +139+22.5% | Added |
| Sigma Investment Counselors Inc | 757 | $366.2K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 557 | $368.0K | 0.08% | −291−34.3% | Reduced |
| Disciplined Investors, L.L.C. | 762 | $368.7K | 0.24% | +2+0.3% | Added |
| MBL Wealth, LLC | 763 | $369.0K | 0.03% | −22−2.8% | Reduced |
| North Dallas Bank & Trust Co | 765 | $370.0K | 0.24% | +765 | New |
| Centurion Wealth Management LLC | 766 | $370.3K | 0.08% | −19−2.4% | Reduced |
| Wick Capital Partners, LLC | 768 | $371.6K | 0.07% | +768 | New |
| Community Trust & Investment Co | 769 | $371.9K | 0.02% | 00.0% | Unchanged |