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 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
- 2,939
- +254 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
- 361
- 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 | 2,796 | $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 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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 627 | $379.0K | 0.04% | −1−0.2% | Reduced |
| Income Insurance Ltd | 627 | $379.0K | 0.26% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 627 | $379.0K | 0.09% | +9+1.5% | Added |
| Curated Wealth Partners LLC | 627 | $379.0K | 0.05% | +158+33.7% | Added |
| Grant Private Wealth Management Inc | 629 | $379.9K | 0.20% | +17+2.8% | Added |
| Darden Wealth Group Inc | 630 | $380.8K | 0.19% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 630 | $380.8K | 0.08% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 631 | $381.6K | 0.09% | +4+0.6% | Added |
| Legato Capital Management LLC | 632 | $382.0K | 0.03% | −419−39.9% | Reduced |
| TigerOak Management, L.L.C. | 633 | $382.6K | 0.12% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 633 | $382.7K | 0.09% | 00.0% | Unchanged |
| MidFirst Bank | 637 | $385.0K | 0.03% | −472−42.6% | Reduced |
| Cohen Capital Management, Inc. | 637 | $385.0K | 0.06% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 638 | $385.6K | 0.06% | −930−59.3% | Reduced |
| Well Done, LLC | 638 | $385.6K | 0.06% | −93−12.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 754 | $387.1K | 0.08% | +197+35.4% | Added |
| Dakota Community Bank & Trust NA | 642 | $388.0K | 1.31% | −22−3.3% | Reduced |
| Riverview Trust Co | 642 | $388.0K | 0.48% | −11−1.7% | Reduced |
| LMCG Investments, LLC | 642 | $388.0K | 0.02% | −8−1.2% | Reduced |
| Reston Wealth Management LLC | 643 | $388.4K | 0.12% | −22−3.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 644 | $389.2K | 0.03% | +99+18.2% | Added |
| Aster Capital Management (DIFC) Ltd | 873 | $390.0K | 0.13% | +850+3,695.7% | Added |
| Cozad Asset Management Inc | 647 | $390.7K | 0.03% | +56+9.5% | Added |
| KFA Private Wealth Group, LLC | 647 | $391.2K | 0.09% | +28+4.5% | Added |
| Wealth Management Associates, Inc. | 648 | $391.6K | 0.14% | −5−0.8% | Reduced |
| Worthington Financial Partners, LLC | 649 | $392.2K | 0.34% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 636 | $392.8K | 0.34% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 650 | $392.9K | 0.20% | −325−33.3% | Reduced |
| Betterment LLC | 650 | $393.0K | 0.00% | −79−10.8% | Reduced |
| J. Team Financial, Inc. | 651 | $393.8K | 0.44% | −158−19.5% | Reduced |
| Purpose Unlimited Inc. | 652 | $394.1K | 0.02% | +6+0.9% | Added |
| Dunhill Financial, LLC | 652 | $394.6K | 0.09% | +92+16.4% | Added |
| Sax Wealth Advisors, LLC | 816 | $394.8K | 0.02% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 655 | $395.6K | 0.04% | +52+8.6% | Added |
| TrueWealth Advisors, LLC | 656 | $396.2K | 0.10% | −47−6.7% | Reduced |
| Saxon Interests, Inc. | 656 | $396.2K | 0.14% | −18−2.7% | Reduced |
| Cambient Family Office, LLC | 656 | $396.5K | 0.06% | +211+47.4% | Added |
| Philadelphia Investment Partners, LLC | 656 | $396.5K | 0.27% | +656 | New |
| Eaton Financial Holdings Company, LLC | 656 | $396.7K | 0.13% | −86−11.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 657 | $397.1K | 0.29% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 657 | $397.1K | 0.03% | +79+13.7% | Added |
| Stonebridge Financial Group, LLC | 658 | $397.4K | 0.34% | +18+2.8% | Added |
| Fukoku Mutual Life Insurance Co | 658 | $397.7K | 0.03% | −72−9.9% | Reduced |
| Essential Partners LLC | 658 | $397.7K | 0.13% | +88+15.4% | Added |
| Mirador Capital Partners LP | 658 | $397.9K | 0.06% | +107+19.4% | Added |
| Kaydan Wealth Management, Inc. | 659 | $398.3K | 0.13% | +6+0.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 660 | $398.9K | 0.25% | −21−3.1% | Reduced |
| Autumn Glory Partners, LLC | 664 | $401.3K | 0.15% | +189+39.8% | Added |
| Stembrook Asset Management, LLC | 666 | $402.5K | 0.39% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 667 | $403.0K | 0.02% | −16−2.3% | Reduced |
| Sunbeam Capital Management, LLC | 667 | $403.2K | 0.23% | +14+2.1% | Added |
| Old North State Trust, LLC | 669 | $404.0K | 0.24% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 669 | $404.3K | 0.19% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 670 | $405.0K | 0.09% | +11+1.7% | Added |
| 111 Capital | 671 | $405.5K | 0.10% | −1,499−69.1% | Reduced |
| RDA Financial Network | 672 | $406.0K | 0.10% | −3−0.4% | Reduced |
| HHM Wealth Advisors, LLC | 675 | $408.0K | 0.05% | +23+3.5% | Added |
| Mainstay Capital Management LLC | 676 | $408.6K | 0.03% | 00.0% | Unchanged |
| McMill Wealth Management | 676 | $408.6K | 0.11% | 00.0% | Unchanged |
| First County Bank | 677 | $409.2K | 0.22% | +134+24.7% | Added |
| Mills Wealth Advisors LLC | 677 | $409.3K | 0.14% | −67−9.0% | Reduced |
| Investment Research Partners LLC | 679 | $410.4K | 0.17% | −113−14.3% | Reduced |
| Midland Wealth Advisors LLC | 679 | $410.4K | 0.02% | −2−0.3% | Reduced |
| Capital Investment Management, Inc. | 679 | $410.5K | 0.14% | +203+42.6% | Added |
| Symmetry Partners, LLC | 679 | $410.6K | 0.02% | +78+13.0% | Added |
| CDKV Holdings LLC | 682 | $412.2K | 0.36% | 00.0% | Unchanged |
| First National Bank | 683 | $412.8K | 0.21% | 00.0% | Unchanged |
| Red Wave Investments LLC | 684 | $413.6K | 0.12% | 00.0% | Unchanged |
| Ak Global Asset Management, LLC | 685 | $414.0K | 0.39% | +25+3.8% | Added |
| Summit Financial Strategies, Inc. | 686 | $414.7K | 0.03% | −49−6.7% | Reduced |
| Ethos Financial Group, LLC | 687 | $415.4K | 0.03% | −6−0.9% | Reduced |
| Birchcreek Wealth Management, LLC | 689 | $416.2K | 0.20% | −7−1.0% | Reduced |
| Hikari Power Ltd | 690 | $417.0K | 0.04% | −6,650−90.6% | Reduced |
| 49 Wealth Management, LLC | 692 | $418.0K | 0.03% | +7+1.0% | Added |
| Odyssean, LLC | 692 | $418.2K | 0.15% | +692 | New |
| Saratoga Research & Investment Management | 695 | $420.1K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 695 | $420.1K | 0.05% | +12+1.8% | Added |
| Dynamic Wealth Strategies, LLC | 697 | $421.3K | 0.24% | −53−7.1% | Reduced |
| Paradigm Asset Management Co LLC | 700 | $423.1K | 0.10% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 700 | $423.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 700 | $423.1K | 0.43% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 701 | $423.7K | 0.05% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 701 | $423.8K | 0.03% | +30+4.5% | Added |
| Legacy Wealth Partners, LLC | 702 | $424.0K | 0.11% | +264+60.3% | Added |
| Carl P. Sherr & Co., LLC | 703 | $424.9K | 0.20% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 704 | $425.5K | 0.06% | −2−0.3% | Reduced |
| J. Stern & Co. LLP | 705 | $426.1K | 0.04% | −340,282−99.8% | Reduced |
| Capstone Financial Advisors, Inc. | 705 | $426.2K | 0.02% | +2+0.3% | Added |
| Elevated Capital Advisors, LLC | 707 | $427.1K | 0.11% | −88−11.1% | Reduced |
| S. R. Schill & Associates | 707 | $427.3K | 0.29% | 00.0% | Unchanged |
| Chelsea Counsel Co | 710 | $429.1K | 0.19% | −20−2.7% | Reduced |
| Signature Resources Capital Management, LLC | 711 | $429.7K | 0.20% | 00.0% | Unchanged |
| Addison Capital Co | 712 | $430.2K | 0.08% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 712 | $430.6K | 0.13% | −130−15.4% | Reduced |
| Tompkins Financial Corp | 715 | $432.1K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 716 | $432.7K | 0.12% | +40+5.9% | Added |
| Cromwell Holdings LLC | 717 | $433.3K | 0.24% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 717 | $433.8K | 0.38% | −1,735−70.8% | Reduced |
| Resonant Capital Advisors, LLC | 718 | $434.0K | 0.02% | +128+21.7% | Added |
| Studio Investment Management LLC | 721 | $435.8K | 0.08% | −32−4.2% | Reduced |