LOCKHEED MARTIN CORP (LMT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
141
Reporting holders
$402.9M
Reported value
0.0%
Calls
0.0%
Puts
-2,646
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $125.6M | 246,632 | 2.10% | 32q | -4.6%-$6.1M |
| ATWOOD & PALMER INC | $34.5M | 67,821 | 1.77% | 32q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $17.7M | 34,821 | 1.62% | 32q | -6.7%-$1.3M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $16.8M | 33,036 | 0.20% | 32q | -1.6%-$266.3K |
| Farther Finance Advisors, LLC | $12.1M | 23,810 | 0.09% | 16q | +29.3%+$2.8M |
| MassMutual Private Wealth & Trust, FSB | $11.0M | 21,586 | 0.29% | 32q | +1.6%+$172.1K |
| Private Capital Advisors, Inc. | $9.7M | 19,137 | 0.85% | 32q | -1.8%-$180.3K |
| Venture Visionary Partners LLC | $9.7M | 19,086 | 0.25% | 28q | +8.7%+$781.7K |
| ARGENT CAPITAL MANAGEMENT LLC | $9.7M | 18,996 | 0.31% | 19q | -2.0%-$194.0K |
| S.E.E.D. Planning Group LLC | $8.3M | 16,233 | 2.02% | 28q | -6.7%-$591.3K |
| Werlinich Asset Management, LLC | $7.8M | 15,240 | 3.00% | 23q | HELD |
| Valeo Financial Advisors, LLC | $7.0M | 13,838 | 0.15% | 32q | +5.8%+$387.0K |
| Stokes Capital Advisors, LLC | $6.8M | 13,398 | 1.50% | 32q | HELD |
| BENEDICT FINANCIAL ADVISORS INC | $6.3M | 12,404 | 1.25% | 32q | HELD |
| Gradient Investments LLC | $6.2M | 12,123 | 0.09% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $6.0M | 11,777 | 0.52% | 20q | HELD |
| Bath Savings Trust Co | $5.8M | 11,398 | 0.60% | 32q | +1.4%+$80.0K |
| Horrell Capital Management, Inc. | $5.5M | 10,791 | 2.91% | 22q | -4.3%-$247.0K |
| VALLEY WEALTH MANAGERS, INC. | $4.3M | 8,467 | 0.25% | 32q | +1.8%+$74.4K |
| CYPRESS ASSET MANAGEMENT INC/TX | $4.3M | 8,357 | 0.84% | 32q | -1.6%-$70.3K |
| GAMMA Investing LLC | $3.8M | 7,372 | 0.13% | 12q | +8.5%+$292.8K |
| PARK NATIONAL CORP /OH/ | $3.5M | 6,850 | 0.09% | 32q | -2.0%-$71.8K |
| Avidian Wealth Enterprises, LLC | $3.4M | 6,642 | 0.09% | 28q | -1.1%-$37.7K |
| Apella Capital, LLC | $3.1M | 6,125 | 0.04% | 7q | +8.3%+$234.1K |
| ALKEME WEALTH, LLC | $2.4M | 4,774 | 0.92% | 32q | -2.6%-$63.7K |
| Acropolis Investment Management, LLC | $2.3M | 4,455 | 0.09% | 32q | -52.5%-$2.5M |
| Greenfield Savings Bank | $2.3M | 4,451 | 0.86% | 18q | -2.1%-$47.9K |
| Dominguez Wealth Management Solutions, Inc. | $2.2M | 4,252 | 1.20% | 16q | +0.6%+$13.8K |
| Wealth Enhancement Trust Services, Inc. | $2.0M | 3,903 | 0.21% | 4q | -65.1%-$3.7M |
| CoreCap Advisors, LLC | $1.9M | 3,669 | 0.05% | 9q | -4.1%-$80.5K |
| CYPRESS FINANCIAL PLANNING LLC | $1.7M | 3,246 | 0.44% | 18q | -2.4%-$41.3K |
| Roxbury Financial LLC | $1.6M | 3,205 | 1.25% | 8q | HELD |
| Wedmont Private Capital | $1.5M | 2,924 | 0.04% | 20q | +6.0%+$83.8K |
| GoalVest Advisory LLC | $1.5M | 2,868 | 0.25% | 22q | +1.6%+$22.9K |
| Baring Financial LLC | $1.4M | 2,801 | 0.76% | 8q | HELD |
| O'Keefe Stevens Advisory, Inc. | $1.3M | 2,600 | 0.27% | 11q | +14.2%+$164.5K |
| Davis Capital Management | $1.3M | 2,524 | 0.77% | 13q | -1.4%-$18.3K |
| TILIA FIDUCIARY PARTNERS, INC. | $1.2M | 2,446 | 0.29% | 20q | +95.5%+$608.5K |
| Violich Capital Management, Inc. | $1.2M | 2,360 | 0.13% | 4q | -7.8%-$101.8K |
| Everhart Financial Group, Inc. | $1.2M | 2,311 | 0.07% | 18q | +2.7%+$31.1K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.2M | 2,279 | 0.08% | 32q | -7.4%-$92.7K |
| ACIMA PRIVATE WEALTH, LLC | $1.1M | 2,231 | 0.33% | 32q | HELD |
| Gallagher Capital Advisors, LLC | $1.1M | 2,221 | 0.61% | 8q | +0.6%+$7.1K |
| Canandaigua National Trust Co of Florida | $1.1M | 2,207 | 0.62% | 8q | +25.2%+$226.1K |
| Dickmeyer Boyce Financial Management, Inc. | $1.1M | 2,137 | 0.56% | 3q | HELD |
| Investors Research Corp | $1.1M | 2,116 | 0.19% | 32q | -3.6%-$40.2K |
| Cooper Financial Group | $1.1M | 2,108 | 0.09% | 32q | HELD |
| DIVERSIFIED MANAGEMENT INC | $1.1M | 2,098 | 0.19% | 4q | +234.1%+$748.6K |
| Capital Advisors Wealth Management, LLC | $1.1M | 2,092 | 0.12% | 19q | +6.3%+$63.1K |
| SAPIENT CAPITAL LLC | $1.0M | 1,980 | 0.01% | 12q | -54.4%-$1.2M |
| Decker Wealth Management LLC | $950.1K | 1,866 | 0.19% | 4q | +5.5%+$49.9K |
| Coastline Trust Co | $936.5K | 1,839 | 0.09% | 18q | -16.4%-$184.3K |
| Veracity Capital LLC | $855.7K | 1,680 | 0.23% | 28q | -1.7%-$14.8K |
| Keystone Financial Planning, Inc. | $843.8K | 1,657 | 0.21% | 32q | -4.3%-$38.2K |
| DKM Wealth Management, Inc. | $833.7K | 1,637 | 0.53% | 8q | HELD |
| Shulman DeMeo Asset Management LLC | $819.9K | 1,618 | 0.16% | 21q | -3.2%-$27.4K |
| CHAPIN DAVIS, INC. | $794.9K | 1,561 | 0.15% | 12q | -39.0%-$507.7K |
| Balefire, LLC | $750.2K | 1,473 | 0.12% | 17q | -1.7%-$13.2K |
| Gerald Baker Financial Group LLC | $750.1K | 1,473 | 0.21% | 3q | HELD |
| Legacy Wealth Asset Management, LLC | $748.6K | 1,470 | 0.16% | 24q | -1.8%-$13.7K |
| RFG - Bristol Wealth Advisors, LLC | $743.6K | 1,460 | 0.18% | 8q | +6.3%+$43.8K |
| Trust Co | $711.9K | 1,398 | 0.06% | 32q | -12.1%-$98.3K |
| TOTH FINANCIAL ADVISORY CORP | $709.5K | 1,393 | 0.07% | 32q | +1.4%+$9.7K |
| Norman Fields, Gottscho Capital Management, LLC | $703.8K | 1,382 | 0.21% | 32q | -2.1%-$15.3K |
| Bullock Wealth Management Group | $692.1K | 1,369 | 0.29% | 11q | +1.9%+$13.1K |
| ROCKLAND TRUST CO | $691.1K | 1,357 | 0.03% | 30q | -7.5%-$56.0K |
| Olistico Wealth, LLC | $687.0K | 1,349 | 0.29% | 14q | HELD |
| Monument Capital Management | $685.0K | 1,345 | 0.14% | 19q | +39.1%+$192.5K |
| First Heartland Consultants, Inc. | $664.0K | 1,304 | 0.04% | 8q | +22.0%+$119.7K |
| Prota Financial, LLC | $602.1K | 1,191 | 0.38% | 4q | -1.1%-$6.6K |
| Bill Few Associates, Inc. | $585.9K | 1,151 | 0.12% | 20q | HELD |
| Legacy Private Trust Co. | $579.5K | 1,138 | 0.03% | 17q | -7.5%-$46.9K |
| HF Advisory Group, LLC | $574.9K | 1,129 | 0.17% | 16q | -1.8%-$10.7K |
| Sound Income Strategies, LLC | $560.5K | 1,104 | 0.02% | 32q | -10.3%-$64.5K |
| RTD Financial Advisors, Inc. | $546.9K | 1,074 | 0.06% | new | NEW |
| LAWOOD & CO | $544.9K | 1,070 | 0.38% | 3q | +0.9%+$5.1K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $538.2K | 1,056 | 0.39% | 4q | +27.4%+$115.7K |
| CENTRAL BANK & TRUST CO | $518.9K | 1,019 | 0.07% | 32q | -48.1%-$480.7K |
| MRA Advisory Group | $506.1K | 994 | 0.19% | 19q | -8.1%-$44.8K |
| Breakwater Capital Group | $503.1K | 988 | 0.06% | 16q | HELD |
| KFA Private Wealth Group, LLC | $498.2K | 978 | 0.12% | 12q | HELD |
| Ridgewood Investments LLC | $460.9K | 905 | 0.17% | 3q | HELD |
| Montz Harcus Wealth Management LLC | $458.5K | 900 | 0.16% | 20q | +0.6%+$2.5K |
| RIVERSEDGE ADVISORS, LLC | $453.2K | 890 | 0.06% | 4q | -11.1%-$56.5K |
| Montecito Bank & Trust | $427.8K | 840 | 0.06% | 18q | -1.2%-$5.1K |
| Rosenberg Matthew Hamilton | $419.1K | 823 | 0.08% | 27q | +5.8%+$22.9K |
| YHB Investment Advisors, Inc. | $416.6K | 818 | 0.03% | 19q | -0.6%-$2.5K |
| General Partner, Inc. | $415.5K | 816 | 0.22% | 16q | HELD |
| TOMPKINS FINANCIAL CORP | $415.0K | 815 | 0.03% | 31q | +14.6%+$53.0K |
| Bank of New Hampshire | $397.2K | 780 | 0.09% | 22q | HELD |
| Dorato Capital Management | $396.9K | 795 | 0.26% | 4q | +1.9%+$7.5K |
| Bangor Savings Bank | $396.7K | 779 | 0.03% | 32q | HELD |
| Grove Bank & Trust | $395.2K | 776 | 0.04% | 32q | +1.4%+$5.6K |
| Elm3 Financial Group, LLC | $392.6K | 771 | 0.26% | 8q | +67.6%+$158.4K |
| Mirador Capital Partners LP | $389.8K | 765 | 0.05% | 19q | +3.1%+$11.7K |
| Marotta Asset Management | $381.9K | 750 | 0.06% | 27q | HELD |
| Versant Capital Management, Inc | $373.3K | 733 | 0.03% | 32q | +48.7%+$122.2K |
| Peoples Bank/KS | $356.5K | 700 | 0.35% | 13q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $349.3K | 686 | 0.03% | 9q | -5.5%-$20.4K |
| Kaydan Wealth Management, Inc. | $345.8K | 679 | 0.12% | 20q | -0.9%-$3.1K |
Showing the largest 100 of 144 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-28 | 2026-08-24 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Lightfoot Robert M JR | President Space | Sold | 196 | $117.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 141 | $402.9M | 791,362 | 7 | 44 | 49 | 0.0% |
| Q2 2026 | 2,787 | $115.6B | 217,070,182 | 123 | 1,063 | 912 | 4.1% |
| Q1 2026 | 2,929 | $110.8B | 175,709,394 | 313 | 931 | 1,019 | 3.9% |
| Q4 2025 | 2,739 | $87.3B | 171,913,939 | 156 | 859 | 959 | 4.6% |
| Q3 2025 | 2,602 | $90.3B | 171,241,355 | 175 | 817 | 1,052 | 5.3% |
| Q2 2025 | 2,617 | $85.3B | 175,593,920 | 144 | 1,001 | 872 | 4.5% |
| Q1 2025 | 2,576 | $81.1B | 173,734,007 | 114 | 943 | 976 | 4.3% |
| Q4 2024 | 2,707 | $88.8B | 174,877,486 | 121 | 934 | 854 | 4.3% |
| Q3 2024 | 2,616 | $107.1B | 175,358,638 | 249 | 813 | 892 | 4.3% |
| Q2 2024 | 2,452 | $85.3B | 175,473,210 | 126 | 946 | 757 | 3.9% |
| Q1 2024 | 2,439 | $88.4B | 187,077,501 | 113 | 900 | 874 | 3.8% |
| Q4 2023 | 2,460 | $88.0B | 184,763,321 | 154 | 821 | 833 | 4.8% |
| Q3 2023 | 2,275 | $78.3B | 183,501,138 | 102 | 840 | 776 | 4.2% |
| Q2 2023 | 2,314 | $89.2B | 187,105,659 | 102 | 770 | 833 | 3.2% |
| Q1 2023 | 2,290 | $97.0B | 199,750,459 | 97 | 807 | 851 | 3.2% |
| Q4 2022 | 2,331 | $102.9B | 200,763,526 | 186 | 728 | 793 | 5.2% |
| Q3 2022 | 2,141 | $80.6B | 197,604,938 | 86 | 846 | 682 | 5.2% |
| Q2 2022 | 2,191 | $89.2B | 199,172,415 | 112 | 836 | 722 | 4.0% |
| Q1 2022 | 2,191 | $95.5B | 199,939,933 | 241 | 791 | 733 | 7.6% |
| Q4 2021 | 2,071 | $76.9B | 201,953,690 | 130 | 708 | 747 | 6.7% |
| Q3 2021 | 1,929 | $73.3B | 203,648,666 | 91 | 835 | 594 | 4.1% |
| Q2 2021 | 1,995 | $81.6B | 206,342,896 | 140 | 842 | 600 | 4.3% |
| Q1 2021 | 1,962 | $80.4B | 210,581,663 | 171 | 812 | 660 | 3.3% |
| Q4 2020 | 1,949 | $79.3B | 215,283,863 | 106 | 694 | 668 | 3.7% |
| Q3 2020 | 1,844 | $84.6B | 215,909,751 | 106 | 689 | 650 | 2.2% |
| Q2 2020 | 1,828 | $81.0B | 216,867,538 | 152 | 701 | 605 | 2.2% |
| Q1 2020 | 1,752 | $76.1B | 219,591,123 | 118 | 675 | 644 | 2.2% |
| Q4 2019 | 1,821 | $90.4B | 227,531,942 | 80 | 636 | 548 | 2.0% |
| Q3 2019 | 1,699 | $88.3B | 221,877,494 | 138 | 656 | 524 | 2.0% |
| Q2 2019 | 1,626 | $82.6B | 222,333,349 | 169 | 572 | 520 | 2.1% |
| Q1 2019 | 1,545 | $67.2B | 220,660,921 | 116 | 569 | 527 | 1.4% |
| Q4 2018 | 1,503 | $59.9B | 224,886,998 | 13 | 28 | 25 | 1.5% |