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 2026
Institutional positions in Lockheed Martin Corp as of Mar 31, 2026. 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
- 2,938
- +253 vs. Q4 2025
- Shares held
- 173.6M
- +24.3M (+16.3%) vs. Q4 2025
- Total value
- $104.3B
- +$32.2B (+44.8%) vs. Q4 2025
- New holders
- 360
- 1,067 more added
- Sold out
- 107
- 1,133 more reduced
47 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,795 | $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 2026
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 1,081 | $653.3K | 0.04% | +168+18.4% | Added |
| Kingdom Financial Group LLC. | 1,085 | $655.6K | 0.19% | −120−10.0% | Reduced |
| Lloyd Advisory Services, LLC. | 1,085 | $655.6K | 0.19% | +1,084+108,400.0% | Added |
| Evermay Wealth Management LLC | 1,086 | $656.1K | 0.07% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 1,086 | $656.4K | 0.08% | +55+5.3% | Added |
| Hudson Valley Investment Advisors Inc | 1,087 | $657.1K | 0.09% | −309−22.1% | Reduced |
| Quarry LP | 1,088 | $657.6K | 0.13% | +50+4.8% | Added |
| Richard W. Paul & Associates, LLC | 1,092 | $659.9K | 0.22% | −32−2.8% | Reduced |
| CWC Advisors, LLC. | 1,094 | $661.2K | 0.31% | −4−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,094 | $661.2K | 0.01% | +192+21.3% | Added |
| Henderson Brothers Financial Partners, LLC | 1,097 | $663.2K | 0.17% | +1,097 | New |
| Bolthouse Investments, LLC | 1,100 | $664.8K | 0.60% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,100 | $664.8K | 0.39% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,101 | $665.4K | 0.07% | −75−6.4% | Reduced |
| Quad-Cities Investment Group, LLC | 1,107 | $668.9K | 0.27% | +34+3.2% | Added |
| Pettyjohn, Wood & White, Inc | 1,107 | $669.1K | 0.11% | +5+0.5% | Added |
| Costello Asset Management, INC | 1,107 | $669.1K | 0.23% | +996+897.3% | Added |
| Exencial Wealth Advisors, LLC | 1,109 | $670.0K | 0.02% | +209+23.2% | Added |
| Edgestream Partners, L.P. | 1,110 | $670.9K | 0.02% | −183−14.2% | Reduced |
| Tempus Wealth Planning, LLC | 1,110 | $671.1K | 0.15% | +43+4.0% | Added |
| Avestar Capital, LLC | 1,111 | $671.5K | 0.05% | +249+28.9% | Added |
| Old North State Wealth Management, LLC | 1,107 | $673.1K | 0.31% | +18+1.7% | Added |
| State of Wyoming | 1,114 | $673.3K | 0.08% | +375+50.7% | Added |
| Sidoxia Capital Management, LLC | 1,114 | $673.3K | 0.58% | +1,114 | New |
| Almanack Investment Partners, LLC. | 1,118 | $675.7K | 0.11% | −32−2.8% | Reduced |
| Virtue Capital Management, LLC | 1,129 | $675.8K | 0.10% | +24+2.2% | Added |
| William B. Walkup & Associates, Inc. | 1,513 | $676.1K | 0.40% | −7−0.5% | Reduced |
| Fortune 45 LLC | 1,121 | $677.3K | 0.33% | +1,121 | New |
| Laurel Oak Wealth Management, LLC | 1,124 | $679.2K | 0.11% | +14+1.3% | Added |
| IKE Capital, LLC | 1,125 | $679.9K | 0.38% | +515+84.4% | Added |
| Nwam LLC | 1,125 | $680.1K | 0.04% | −8−0.7% | Reduced |
| Sivia Capital Partners, LLC | 1,126 | $680.5K | 0.13% | −758−40.2% | Reduced |
| Security National Bank of Sioux City Iowa | 1,126 | $680.5K | 0.40% | 00.0% | Unchanged |
| JT Stratford LLC | 1,127 | $681.1K | 0.09% | +31+2.8% | Added |
| CFS Investment Advisory Services, LLC | 1,151 | $681.6K | 0.05% | +98+9.3% | Added |
| Hamilton Point Investment Advisors, LLC | 1,133 | $684.8K | 0.11% | −21−1.8% | Reduced |
| Patten Group, Inc. | 1,134 | $685.4K | 0.12% | −321−22.1% | Reduced |
| Global Assets Advisory, LLC | 1,136 | $686.6K | 0.21% | +57+5.3% | Added |
| BIP Wealth, LLC | 1,137 | $687.1K | 0.03% | −172−13.1% | Reduced |
| Matisse Capital | 1,139 | $688.4K | 0.29% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,140 | $689.0K | 0.32% | −13−1.1% | Reduced |
| Tempo Wealth, LLC | 1,144 | $691.3K | 0.12% | +185+19.3% | Added |
| Choate Investment Advisors | 1,144 | $691.4K | 0.01% | +27+2.4% | Added |
| Biltmore Family Office, LLC | 1,146 | $692.6K | 0.10% | −45−3.8% | Reduced |
| Bill Few Associates, Inc. | 1,147 | $693.3K | 0.17% | −151−11.6% | Reduced |
| Phoenix Wealth Advisors | 1,148 | $693.6K | 0.27% | +1+0.1% | Added |
| Ibex Wealth Advisors | 1,149 | $694.4K | 0.06% | +1,149 | New |
| Mezzasalma Advisors, LLC | 1,151 | $695.7K | 0.18% | +76+7.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,152 | $696.3K | 0.23% | −1,000−46.5% | Reduced |
| Legacy Financial Advisors, Inc. | 1,154 | $697.2K | 0.10% | +154+15.4% | Added |
| Keebeck Wealth Management, LLC | 1,156 | $698.7K | 0.08% | −18−1.5% | Reduced |
| CFO4Life Group, LLC | 1,156 | $698.7K | 0.11% | −37−3.1% | Reduced |
| Ipsen Advisor Group LLC | 1,157 | $699.6K | 0.49% | −4−0.3% | Reduced |
| NWF Advisory Services Inc. | 1,158 | $700.2K | 0.08% | +248+27.3% | Added |
| Means Investment Co., Inc. | 1,162 | $702.3K | 0.06% | +66+6.0% | Added |
| Renasant Bank | 1,165 | $704.1K | 0.50% | −26−2.2% | Reduced |
| Smith Thornton Advisors LLC | 1,168 | $705.9K | 0.36% | +151+14.8% | Added |
| Maridea Wealth Management LLC | 1,171 | $707.4K | 0.10% | +1,171 | New |
| Legacy Capital Group California, Inc. | 1,172 | $708.3K | 0.27% | −398−25.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,173 | $709.0K | 0.03% | −90−7.1% | Reduced |
| Summit Wealth Group LLC | 1,173 | $709.1K | 0.07% | +179+18.0% | Added |
| Gilbert & Cook, Inc. | 1,173 | $709.2K | 0.09% | +4+0.3% | Added |
| GenTrust, LLC | 1,176 | $710.8K | 0.03% | +209+21.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,177 | $711.4K | 0.04% | −1,107−48.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,177 | $711.4K | 0.02% | −8−0.7% | Reduced |
| Howard Capital Management Inc. | 1,178 | $712.0K | 0.01% | −899−43.3% | Reduced |
| LVW Advisors, LLC | 1,179 | $712.7K | 0.07% | +14+1.2% | Added |
| R Squared Ltd | 1,182 | $714.4K | 0.39% | −1,332−53.0% | Reduced |
| Shum Financial Group, Inc. | 1,185 | $716.2K | 0.51% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,186 | $716.9K | 0.04% | −71−5.6% | Reduced |
| Tuttle Tactical Management | 1,187 | $717.4K | 1.18% | +1,187 | New |
| Investment Management Trust, LLC | 1,188 | $718.3K | 0.70% | +1,188 | New |
| Sompo Asset Management Co., Ltd. | 1,190 | $719.2K | 0.13% | −420−26.1% | Reduced |
| Catalyst Financial Partners LLC | 1,194 | $721.6K | 0.09% | +137+13.0% | Added |
| Financial Management Professionals, Inc. | 1,194 | $721.8K | 0.08% | +19+1.6% | Added |
| SOA Wealth Advisors, LLC. | 1,199 | $724.5K | 0.14% | +6+0.5% | Added |
| Insight Advisors, LLC | 1,199 | $724.6K | 0.14% | +3+0.3% | Added |
| BankPlus Wealth Management LLC | 1,197 | $724.7K | 0.37% | −84−6.6% | Reduced |
| Enterprise Financial Services Corp | 1,201 | $725.9K | 0.37% | +111+10.2% | Added |
| Lyell Wealth Management, LP | 1,202 | $726.5K | 0.05% | −49−3.9% | Reduced |
| Phoenix Holdings Ltd. | 1,206 | $728.4K | 0.01% | +186+18.2% | Added |
| V-Square Quantitative Management LLC | 1,206 | $728.9K | 0.08% | −4−0.3% | Reduced |
| October Effect Ltd | 1,212 | $732.5K | 0.84% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 1,214 | $733.7K | 0.11% | +80+7.1% | Added |
| Trinity Legacy Partners, LLC | 1,200 | $733.9K | 0.16% | +340+39.5% | Added |
| Guardian Wealth Advisors, LLC | 1,215 | $734.3K | 0.05% | +21+1.8% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,217 | $735.5K | 0.29% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,191 | $735.9K | 0.04% | −127−9.6% | Reduced |
| Banque Pictet & Cie SA | 1,220 | $737.4K | 0.01% | +445+57.4% | Added |
| SFMG, LLC | 1,222 | $738.8K | 0.05% | +3+0.2% | Added |
| Tocqueville Asset Management L.P. | 1,226 | $741.0K | 0.01% | −269−18.0% | Reduced |
| AlphaGrep UK Ltd | 1,229 | $742.8K | 0.22% | −986−44.5% | Reduced |
| Mullooly Asset Management, Inc. | 1,233 | $745.3K | 0.28% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,186 | $745.3K | 0.20% | +29+2.5% | Added |
| Vivid Wealth Management, LLC | 1,235 | $746.7K | 0.30% | −24−1.9% | Reduced |
| Cresta Advisors, Ltd. | 1,237 | $747.9K | 0.31% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,212 | $748.8K | 0.38% | −63−4.9% | Reduced |
| Lee Johnson Capital Management, LLC | 1,239 | $748.8K | 0.27% | +20+1.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,243 | $751.2K | 0.16% | +3+0.2% | Added |
| Patrick M Sweeney & Associates, Inc | 1,245 | $752.2K | 0.48% | −9−0.7% | Reduced |