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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,384 | $3.25M | 0.10% | −309−5.4% | Reduced |
| Advisory Research Inc | 5,392 | $3.26M | 0.40% | −433−7.4% | Reduced |
| Crestwood Advisors Group LLC | 5,399 | $3.26M | 0.05% | +289+5.7% | Added |
| Aigen Investment Management, LP | 5,421 | $3.28M | 0.84% | +5,421 | New |
| Boomfish Wealth Group, LLC | 5,424 | $3.28M | 1.75% | −309−5.4% | Reduced |
| McMahon Financial Advisors, LLC | 5,461 | $3.30M | 0.65% | +146+2.7% | Added |
| Kentucky Retirement Systems | 22,214 | $3.30M | 0.25% | +9,102+69.4% | Added |
| Investmark Advisory Group LLC | 5,469 | $3.31M | 1.41% | +144+2.7% | Added |
| TD Private Client Wealth LLC | 5,471 | $3.31M | 0.07% | −536−8.9% | Reduced |
| Stolper Co | 5,474 | $3.31M | 1.09% | +9+0.2% | Added |
| Shelton Capital Management | 5,478 | $3.31M | 0.07% | +274+5.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,496 | $3.32M | 0.23% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 5,535 | $3.35M | 0.83% | +309+5.9% | Added |
| Securian Asset Management, Inc | 5,537 | $3.35M | 0.13% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 5,538 | $3.35M | 0.46% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,549 | $3.35M | 0.44% | +176+3.3% | Added |
| Western Wealth Management, LLC | 5,554 | $3.36M | 0.13% | +1,175+26.8% | Added |
| Apella Capital, LLC | 5,674 | $3.36M | 0.05% | +3,654+180.9% | Added |
| Summit Financial, LLC | 5,570 | $3.37M | 0.04% | +369+7.1% | Added |
| MUFG Securities Americas Inc. | 5,602 | $3.39M | 0.22% | +116+2.1% | Added |
| First Command Advisory Services, Inc. | 5,610 | $3.39M | 0.02% | −245−4.2% | Reduced |
| Magnus Financial Group LLC | 5,629 | $3.40M | 0.28% | +24+0.4% | Added |
| Investment Research & Advisory Group, Inc. | 5,633 | $3.41M | 1.20% | −410−6.8% | Reduced |
| Bridges Investment Management Inc | 5,652 | $3.42M | 0.05% | −886−13.6% | Reduced |
| Pachira Investments Inc. | 5,656 | $3.42M | 1.60% | −132−2.3% | Reduced |
| Fulton Bank, N.A. | 5,665 | $3.42M | 0.12% | +5+0.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 5,672 | $3.43M | 0.41% | +288+5.3% | Added |
| DMKC Advisory Services, LLC | 5,672 | $3.43M | 1.43% | +265+4.9% | Added |
| Modus Advisors, LLC | 5,677 | $3.43M | 0.94% | +2,027+55.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,678 | $3.43M | 0.42% | −109−1.9% | Reduced |
| Agf Management Ltd | 5,694 | $3.44M | 0.02% | −766−11.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,713 | $3.45M | 0.07% | −245−4.1% | Reduced |
| Leonteq Securities AG | 5,719 | $3.46M | 0.21% | +4,390+330.3% | Added |
| Integras Partners LLC | 5,719 | $3.46M | 2.27% | −485−7.8% | Reduced |
| Twin Capital Management Inc | 5,741 | $3.47M | 0.45% | +884+18.2% | Added |
| King Luther Capital Management Corp | 5,745 | $3.47M | 0.02% | −40−0.7% | Reduced |
| Beacon Financial Group | 5,787 | $3.50M | 0.35% | −375−6.1% | Reduced |
| Archer Investment Corp | 5,807 | $3.51M | 0.75% | −457−7.3% | Reduced |
| Metis Global Partners, LLC | 5,824 | $3.52M | 0.09% | −699−10.7% | Reduced |
| Baxter Bros Inc | 5,840 | $3.53M | 0.44% | −180−3.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,855 | $3.54M | 0.02% | −4,956−45.8% | Reduced |
| Caldwell Trust Co | 5,902 | $3.57M | 0.32% | +27+0.5% | Added |
| M3 Wealth Management, LLC | 5,923 | $3.58M | 2.76% | +10.0% | Added |
| MinichMacGregor Wealth Management, LLC | 5,946 | $3.59M | 0.63% | −106−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 5,967 | $3.61M | 0.03% | −85−1.4% | Reduced |
| Western Financial Corp | 5,969 | $3.61M | 1.41% | +5,969 | New |
| North Dakota State Investment Board | 5,975 | $3.61M | 0.16% | −1,191−16.6% | Reduced |
| Vision Retirement, LLC | 5,983 | $3.62M | 1.03% | −13−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 5,990 | $3.62M | 0.10% | −84−1.4% | Reduced |
| VestGen Advisors, LLC | 6,952 | $3.62M | 0.10% | +993+16.7% | Added |
| Hilltop Holdings Inc. | 6,018 | $3.64M | 0.33% | −5,860−49.3% | Reduced |
| First National Trust Co | 6,024 | $3.64M | 0.12% | +24+0.4% | Added |
| Laird Norton Trust Company, LLC | 6,049 | $3.66M | 0.08% | −108−1.8% | Reduced |
| Parallel Advisors, LLC | 6,064 | $3.67M | 0.07% | +73+1.2% | Added |
| T. Rowe Price Investment Management, Inc. | 6,071 | $3.67M | 0.00% | −33,121−84.5% | Reduced |
| ICW Investment Advisors LLC | 6,090 | $3.68M | 1.33% | −17−0.3% | Reduced |
| Trilogy Capital Inc. | 6,094 | $3.68M | 0.16% | −248−3.9% | Reduced |
| Kerusso Capital Management LLC | 6,114 | $3.70M | 1.85% | −434−6.6% | Reduced |
| Community Bank, N.A. | 6,118 | $3.70M | 0.44% | −95−1.5% | Reduced |
| 1st Source Bank | 6,121 | $3.70M | 0.19% | −119−1.9% | Reduced |
| Allen Wealth Management, LLC | 6,137 | $3.71M | 1.86% | −411−6.3% | Reduced |
| Massachusetts Financial Services Co | 4,877 | $3.72M | 0.00% | −10.0% | Reduced |
| Moseley Investment Management Inc | 6,157 | $3.72M | 1.19% | +41+0.7% | Added |
| Talon Private Wealth, LLC | 6,193 | $3.74M | 0.50% | +6,193 | New |
| Highland Capital Management, LLC | 6,194 | $3.74M | 0.20% | −3,053−33.0% | Reduced |
| Vise Technologies, Inc. | 7,769 | $3.76M | 0.07% | 00.0% | Unchanged |
| OMC Financial Services LTD | 6,235 | $3.77M | 1.46% | −15−0.2% | Reduced |
| BankPlus Trust Department | 6,237 | $3.77M | 1.01% | −329−5.0% | Reduced |
| Cypress Advisory Group LLC | 6,271 | $3.79M | 2.89% | −271−4.1% | Reduced |
| Perbak Capital Partners LLP | 6,286 | $3.80M | 0.93% | +6,286 | New |
| Meixler Investment Management, Ltd. | 6,105 | $3.80M | 2.05% | −17−0.3% | Reduced |
| Pathway Financial Advisers, LLC | 6,363 | $3.85M | 1.09% | −4,362−40.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,363 | $3.85M | 0.30% | +50+0.8% | Added |
| Occudo Quantitative Strategies LP | 7,492 | $3.88M | 0.21% | −5,658−43.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,105 | $3.89M | 0.08% | +119+2.0% | Added |
| Csenge Advisory Group | 6,464 | $3.91M | 0.18% | −3,118−32.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,479 | $3.92M | 0.06% | −26−0.4% | Reduced |
| Beacon Investment Advisors LLC | 6,496 | $3.93M | 1.48% | −126−1.9% | Reduced |
| Belpointe Asset Management LLC | 6,501 | $3.93M | 0.14% | −484−6.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,517 | $3.94M | 1.23% | +11+0.2% | Added |
| Marshall Financial Group LLC | 6,531 | $3.95M | 0.63% | −233−3.4% | Reduced |
| Abbot Financial Management, Inc. | 6,540 | $3.95M | 1.68% | −38−0.6% | Reduced |
| First American Bank | 6,550 | $3.96M | 0.25% | +78+1.2% | Added |
| Catalyst Funds Management Pty Ltd | 6,555 | $3.96M | 0.67% | +5,955+992.5% | Added |
| U S Wealth Group, LLC. | 6,582 | $3.98M | 2.69% | −70−1.1% | Reduced |
| Dean Investment Associates, LLC | 6,585 | $3.98M | 0.56% | −391−5.6% | Reduced |
| Sowell Financial Services LLC | 6,588 | $3.98M | 0.15% | +1,117+20.4% | Added |
| Scarborough Advisors, LLC | 6,621 | $4.00M | 0.44% | +6,621 | New |
| Aso Group Ltd | 6,626 | $4.00M | 1.69% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,635 | $4.01M | 0.14% | −393−5.6% | Reduced |
| Diversified Trust Co | 6,636 | $4.01M | 0.07% | +136+2.1% | Added |
| Marino, Stram & Associates LLC | 6,641 | $4.01M | 0.72% | +20.0% | Added |
| D'Orazio & Associates, Inc. | 6,651 | $4.02M | 0.52% | −4,995−42.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,692 | $4.04M | 0.08% | −5,099−43.2% | Reduced |
| Fort Sheridan Advisors LLC | 6,704 | $4.05M | 0.49% | +327+5.1% | Added |
| Meeder Advisory Services, Inc. | 6,706 | $4.05M | 0.17% | +1,145+20.6% | Added |
| Capital City Trust Co | 6,736 | $4.07M | 0.93% | +127+1.9% | Added |
| Intellectus Partners, LLC | 6,750 | $4.08M | 0.83% | −283−4.0% | Reduced |
| Olstein Capital Management, L.P. | 6,750 | $4.08M | 0.89% | −1,450−17.7% | Reduced |
| Diversified Enterprises, LLC | 6,808 | $4.11M | 0.23% | +3,351+96.9% | Added |