Who holds LMTticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

LOCKHEED MARTIN CORP · COM · quarter ended 2026-03-31 · 41 members disclosed LMT ↗

2,419

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$97.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,150

addsholders whose share count rose or who opened the position (new + add), by shares

170

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of LMT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	STATE STREET CORP	$19.7B	32,555,588	−1,111,330	trim
2	BlackRock, Inc.	$10.8B	17,832,713	+122,978	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$8.5B	14,065,488	—	no prior
4	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$4.3B	7,152,449	−1,486,487	trim
5	MORGAN STANLEY	$3.4B	5,664,857	−63,694	trim
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.2B	5,330,585	—	no prior
7	GEODE CAPITAL MANAGEMENT, LLC	$3.1B	5,072,402	+177,853	add
8	BANK OF AMERICA CORP /DE/	$1.6B	2,695,689	−299,221	trim
9	FMR LLC	$1.4B	2,250,073	+48,094	add
10	Invesco Ltd.	$1.2B	1,959,489	+2,250	add
11	NORTHERN TRUST CORP	$1.2B	1,941,095	−74,396	trim
12	Capital World Investors	$1.1B	1,870,753	+53,167	add
13	ROYAL BANK OF CANADA	$1.1B	1,806,952	+152,629	add
14	UBS Group AG	$971M	1,606,409	+378,921	add
15	AQR CAPITAL MANAGEMENT LLC	$911M	1,507,786	+213,963	add
16	Capital Research Global Investors	$885M	1,464,995	+1,124,691	add
17	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$872M	1,443,279	+416,466	add
18	FRANKLIN RESOURCES INC	$850M	1,405,747	−264,537	trim
19	TWO SIGMA INVESTMENTS, LP	$815M	1,349,172	+864,657	add
20	Bank of New York Mellon Corp	$760M	1,256,803	−75,074	trim
21	WELLS FARGO & COMPANY/MN	$758M	1,254,665	+13,722	add
22	DIMENSIONAL FUND ADVISORS LP	$732M	1,211,613	−31,655	trim
23	STIFEL FINANCIAL CORP	$724M	1,197,183	−40,973	trim
24	VANGUARD FIDUCIARY TRUST CO	$707M	1,170,031	—	no prior
25	Sanders Capital, LLC	$690M	1,141,023	−2,204	trim
26	Legal & General Group Plc	$600M	992,654	−1,822	trim
27	D. E. Shaw & Co., Inc.	$584M	965,634	−375,034	trim
28	WELLINGTON MANAGEMENT GROUP LLP	$491M	812,459	−1,286,162	trim
29	DEUTSCHE BANK AG\	$489M	809,692	−631,148	trim
30	BANK OF MONTREAL /CAN/	$488M	807,427	+105,689	add
31	BARCLAYS PLC	$457M	756,093	+372,738	add
32	CITADEL ADVISORS LLC	$453M	749,241	+280,572	add
33	LPL Financial LLC	$447M	739,164	+10,105	add
34	Qube Research & Technologies Ltd	$393M	649,832	+626,905	add
35	National Pension Service	$384M	634,533	+634,533	new
36	RAYMOND JAMES FINANCIAL INC	$382M	631,261	−24,378	trim
37	CANADA PENSION PLAN INVESTMENT BOARD	$373M	617,920	+144,188	add
38	FIRST TRUST ADVISORS LP	$366M	604,946	+301,757	add
39	AMERIPRISE FINANCIAL INC	$364M	601,894	−23,161	trim
40	Nuveen, LLC	$359M	594,373	+42,050	add
41	ENVESTNET ASSET MANAGEMENT INC	$341M	564,405	−71,143	trim
42	Allianz Asset Management GmbH	$338M	559,832	+134,918	add
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$333M	550,545	+35,813	add
44	Sumitomo Mitsui Trust Group, Inc.	$306M	505,807	−26,509	trim
45	Mitsubishi UFJ Asset Management Co., Ltd.	$293M	485,260	+34,602	add
46	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$280M	463,815	−179,374	trim
47	Janus Henderson Group Ltd.	$273M	451,276	+438,732	add
48	Vanguard Global Advisers, LLC	$269M	444,314	—	no prior
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$253M	418,964	−18,155	trim
50	JACOBS LEVY EQUITY MANAGEMENT, INC	$249M	412,186	−42,168	trim
51	HighTower Advisors, LLC	$238M	393,550	−30,916	trim
52	VANGUARD ASSET MANAGEMENT, Ltd	$227M	375,831	—	no prior
53	Holocene Advisors, LP	$219M	363,084	+363,084	new
54	BAHL & GAYNOR INC	$211M	349,873	−133,092	trim
55	MILLENNIUM MANAGEMENT LLC	$199M	329,294	+45,600	add
56	LAZARD ASSET MANAGEMENT LLC	$195M	322,075	+74,295	add
57	TRUIST FINANCIAL CORP	$188M	310,475	+2,452	add
58	BALYASNY ASSET MANAGEMENT L.P.	$183M	303,149	+291,260	add
59	ALLIANCEBERNSTEIN L.P.	$179M	370,838	+162,889	add
60	Point72 Asset Management, L.P.	$178M	295,283	+265,146	add
61	VICTORY CAPITAL MANAGEMENT INC	$171M	283,263	−17,778	trim
62	Connor, Clark & Lunn Investment Management Ltd.	$168M	277,684	+179,337	add
63	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$166M	275,178	+199,667	add
64	Squarepoint Ops LLC	$166M	274,063	+107,827	add
65	CONFLUENCE INVESTMENT MANAGEMENT LLC	$163M	269,640	−15,588	trim
66	Vident Advisory, LLC	$162M	267,442	−13,383	trim
67	CITIGROUP INC	$155M	256,537	+47,521	add
68	PRINCIPAL FINANCIAL GROUP INC	$154M	254,056	+5,443	add
69	Focus Partners Wealth	$149M	247,406	+16,514	add
70	WORLDQUANT MILLENNIUM ADVISORS LLC	$149M	246,061	−178,851	trim
71	Cetera Investment Advisers	$148M	245,231	−6,334	trim
72	UniSuper Management Pty Ltd	$138M	227,617	−683	trim
73	CREDIT AGRICOLE S A	$135M	223,325	+95,143	add
74	NEW YORK STATE COMMON RETIREMENT FUND	$133M	220,762	−2,200	trim
75	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$132M	236,710	+55,399	add
76	YACKTMAN ASSET MANAGEMENT LP	$129M	213,628	−845	trim
77	Mirae Asset Global Investments Co., Ltd.	$125M	206,531	−21,392	trim
78	AMERICAN CENTURY COMPANIES INC	$118M	194,946	+46,553	add
79	RENAISSANCE TECHNOLOGIES LLC	$118M	194,640	+43,160	add
80	ROYAL LONDON ASSET MANAGEMENT LTD	$117M	193,715	+104,313	add
81	COMMONWEALTH EQUITY SERVICES, LLC	$116M	192,663	−13,483	trim
82	MACKENZIE FINANCIAL CORP	$112M	185,571	+2,579	add
83	NATIONAL BANK OF CANADA /FI/	$112M	184,529	−52,135	trim
84	ADAGE CAPITAL PARTNERS GP, L.L.C.	$111M	184,393	+31,400	add
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$110M	182,681	−1,648	trim
86	M&T BANK CORP	$108M	177,910	−6,095	trim
87	SEI INVESTMENTS CO	$107M	177,849	+15,153	add
88	BANK OF NOVA SCOTIA	$107M	176,707	+81,115	add
89	Chevy Chase Trust Holdings, LLC	$105M	173,195	−3,494	trim
90	Corient Private Wealth LLC	$104M	174,147	−580,542	trim
91	Creative Planning	$102M	169,323	+10,568	add
92	Mariner, LLC	$101M	167,451	+18,918	add
93	SCHRODER INVESTMENT MANAGEMENT GROUP	$100.0M	165,410	+144,194	add
94	Cerity Partners LLC	$99.8M	165,139	+20,441	add
95	COMMERCE BANK	$99.4M	164,409	+18,389	add
96	Focused Investors LLC	$98.5M	163,000	−4,100	trim
97	Mitsubishi UFJ Trust & Banking Corp	$97.8M	161,783	+17,485	add
98	Korea Investment CORP	$92.7M	153,377	−21,917	trim
99	NATIXIS	$92.0M	152,167	+50,432	add
100	OSAIC HOLDINGS, INC.	$88.0M	145,288	+7,374	add
101	PRUDENTIAL FINANCIAL INC	$85.4M	141,359	+8,547	add
102	FIFTH THIRD BANCORP	$81.5M	134,849	+63,022	add
103	Migdal Insurance & Financial Holdings Ltd.	$75.1M	124,220	+124,220	new
104	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$75.0M	124,166	+113,166	add
105	US BANCORP \DE\	$74.8M	123,681	−3,299	trim
106	Rockefeller Capital Management L.P.	$71.2M	117,778	−3,743	trim
107	HSBC HOLDINGS PLC	$69.9M	115,544	−164,428	trim
108	Capital Investment Advisors, LLC	$69.5M	114,917	−7,781	trim
109	CIBC Bancorp USA Inc.	$68.9M	114,016	—	no prior
110	STATE OF WISCONSIN INVESTMENT BOARD	$67.4M	111,439	+2,656	add
111	MACQUARIE GROUP LTD	$66.2M	109,567	−3,961	trim
112	FIRST FINANCIAL BANKSHARES INC	$65.6M	108,509	−6	trim
113	ZACKS INVESTMENT MANAGEMENT	$65.0M	107,516	+8	add
114	Epoch Investment Partners, Inc.	$64.6M	106,937	−4,793	trim
115	ING GROEP NV	$64.1M	106,113	+82,092	add
116	PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$63.5M	105,000	+15,000	add
117	Pinnacle Financial Partners, Inc.	$63.1M	104,318	−2,476	trim
118	Spectrum Financial Alliance Ltd LLC	$63.1M	104,321	+5,390	add
119	Rokos Capital Management LLP	$62.4M	103,311	+103,311	new
120	Quadrature Capital Ltd	$61.2M	101,320	−188,418	trim
121	CWM, LLC	$59.4M	98,262	+4,363	add
122	TD ASSET MANAGEMENT INC	$59.4M	98,202	−1,128	trim
123	SCHARF INVESTMENTS, LLC	$58.1M	96,073	−59,105	trim
124	WEDGE CAPITAL MANAGEMENT L L P/NC	$57.9M	95,859	+95,423	add
125	Quantinno Capital Management LP	$56.9M	94,093	+16,043	add
126	Baird Financial Group, Inc.	$56.0M	92,725	+92,725	new
127	Artisan Partners Limited Partnership	$56.0M	92,662	+92,662	new
128	Vanguard Investments Australia, Ltd.	$55.3M	91,573	—	no prior
129	IEQ CAPITAL, LLC	$55.3M	91,531	+15,204	add
130	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$55.3M	91,489	+91,489	new
131	Willis Investment Counsel	$55.1M	91,239	−3,018	trim
132	SMITH CHAS P & ASSOCIATES PA CPAS	$55.0M	90,921	−961	trim
133	Defiance ETFs, LLC	$54.8M	90,678	+5,326	add
134	MERCER GLOBAL ADVISORS INC /ADV	$54.1M	89,478	+8,568	add
135	NewEdge Wealth, LLC	$53.4M	88,412	+6,722	add
136	Asset Management One Co., Ltd.	$52.0M	86,030	−1,092	trim
137	BERKSHIRE ASSET MANAGEMENT LLC/PA	$52.0M	85,956	+2,587	add
138	Advisors Capital Management, LLC	$51.8M	85,631	+173	add
139	NOMURA ASSET MANAGEMENT CO LTD	$51.5M	85,140	−2,114	trim
140	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$50.3M	83,260	+922	add
141	FEDERATED HERMES, INC.	$50.0M	82,684	−7,415	trim
142	MML INVESTORS SERVICES, LLC	$48.2M	79,736	−31,185	trim
143	&PARTNERS	$48.0M	79,528	−1,519	trim
144	TEACHER RETIREMENT SYSTEM OF TEXAS	$47.4M	78,351	−688	trim
145	Tredje AP-fonden	$47.2M	78,082	+78,082	new
146	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$46.8M	77,386	−206,028	trim
147	EXCHANGE TRADED CONCEPTS, LLC	$46.5M	76,969	+1,763	add
148	Junto Capital Management LP	$45.2M	74,862	+74,862	new
149	Robeco Institutional Asset Management B.V.	$44.8M	74,089	+22,900	add
150	State of New Jersey Common Pension Fund D	$43.2M	71,490	0	no change
151	Resona Asset Management Co.,Ltd.	$43.1M	71,505	+1,150	add
152	INTECH INVESTMENT MANAGEMENT LLC	$43.0M	71,074	−27,365	trim
153	Kestra Advisory Services, LLC	$41.4M	68,528	−1,071	trim
154	ATWOOD & PALMER INC	$41.1M	67,977	0	no change
155	Jain Global LLC	$40.6M	67,125	+67,125	new
156	CAPITAL ADVISORS INC/OK	$40.2M	66,452	+2,232	add
157	Tidal Investments LLC	$39.9M	66,033	+22,951	add
158	Minneapolis Portfolio Management Group, LLC	$39.4M	65,270	−127	trim
159	MARKEL GROUP INC.	$39.4M	65,213	+700	add
160	Cartenna Capital, LP	$39.3M	65,000	+65,000	new
161	SCHWARTZ INVESTMENT COUNSEL INC	$37.5M	62,000	0	no change
162	Weiss Asset Management LP	$37.2M	61,616	+61,616	new
163	Ensign Peak Advisors, Inc	$37.0M	61,247	+9,454	add
164	TORONTO DOMINION BANK	$36.8M	60,840	−113,893	trim
165	River Road Asset Management, LLC	$36.4M	60,229	−80,562	trim
166	Beacon Pointe Advisors, LLC	$35.7M	59,058	+13,896	add
167	Gotham Asset Management, LLC	$35.6M	58,939	+46,570	add
168	Glenview Trust Co	$35.6M	58,931	+860	add
169	Aware Super Pty Ltd as trustee of Aware Super	$35.3M	58,328	—	no prior
170	Empowered Funds, LLC	$35.0M	57,947	+57,947	new
171	STATE OF MICHIGAN RETIREMENT SYSTEM	$34.9M	57,718	−400	trim
172	Trexquant Investment LP	$34.6M	57,205	+27,107	add
173	Sanctuary Advisors, LLC	$34.6M	57,202	+5,816	add
174	Cannell & Spears LLC	$34.6M	57,184	−673	trim
175	Arizona State Retirement System	$34.5M	57,070	−2,239	trim
176	Steward Partners Investment Advisory, LLC	$34.4M	56,955	−656	trim
177	VOYA INVESTMENT MANAGEMENT LLC	$34.3M	56,813	−7,080	trim
178	NISA INVESTMENT ADVISORS, LLC	$34.0M	56,292	−708	trim
179	CITIZENS FINANCIAL GROUP INC/RI	$33.8M	55,952	+1,090	add
180	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$33.7M	55,799	+2,568	add
181	CIBC WORLD MARKET INC.	$33.6M	55,646	+12,166	add
182	Czech National Bank	$33.3M	55,142	+1,447	add
183	WINDWARD CAPITAL MANAGEMENT CO /CA	$32.9M	54,430	−38	trim
184	VILLERE ST DENIS J & CO LLC	$32.9M	54,370	−2,529	trim
185	CONNING INC.	$32.8M	54,311	−15,789	trim
186	CIBC Asset Management Inc	$32.5M	53,709	+290	add
187	Jefferies Financial Group Inc.	$32.3M	53,520	+50,267	add
188	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$31.7M	52,491	−120,415	trim
189	Titan Investment Solutions Ltd	$30.7M	50,716	+48,290	add
190	Zurich Insurance Group Ltd/FI	$30.4M	50,367	+44,887	add
191	MetLife Investment Management, LLC	$30.2M	49,966	−1,662	trim
192	EVERETT HARRIS & CO /CA/	$30.1M	49,741	−1,710	trim
193	Old West Investment Management, LLC	$29.8M	49,255	−4,410	trim
194	Schonfeld Strategic Advisors LLC	$29.1M	48,130	+32,007	add
195	Clearbridge Investments, LLC	$29.1M	48,129	+1,723	add
196	ALPS ADVISORS INC	$29.1M	48,066	−12,021	trim
197	MARTINGALE ASSET MANAGEMENT L P	$28.8M	47,624	−4,461	trim
198	Aberdeen Group plc	$28.6M	47,382	−16,028	trim
199	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$28.5M	47,164	−202	trim
200	KESTRA PRIVATE WEALTH SERVICES, LLC	$27.8M	46,016	−1,721	trim
201	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$27.6M	45,713	−432	trim
202	Midwest Trust Co	$27.2M	45,067	−4,542	trim
203	Allspring Global Investments Holdings, LLC	$27.1M	43,929	+3,638	add
204	XPONANCE LLC	$26.4M	43,603	+7,756	add
205	Retirement Systems of Alabama	$26.0M	42,996	−323	trim
206	Advisors Asset Management, Inc.	$26.0M	42,991	−2,735	trim
207	Stack Financial Management, Inc	$25.8M	42,665	−738	trim
208	Calamos Advisors LLC	$25.5M	42,197	+7,274	add
209	NewEdge Advisors, LLC	$25.3M	41,786	+41,786	new
210	Moran Wealth Management, LLC	$25.2M	41,736	−4,629	trim
211	Arbejdsmarkedets Tillaegspension	$25.1M	41,524	−8,293	trim
212	Haverford Trust Co	$24.5M	40,547	−981	trim
213	Woodline Partners LP	$23.6M	39,002	+29,399	add
214	Hancock Prospecting Pty Ltd	$23.6M	39,000	+39,000	new
215	Lido Advisors, LLC	$23.5M	38,948	−3,385	trim
216	Private Advisor Group, LLC	$23.3M	38,618	−203	trim
217	BENJAMIN EDWARDS INC	$23.3M	38,578	−759	trim
218	STEPHENS INC /AR/	$23.3M	38,484	+72	add
219	DANSKE BANK A/S	$23.0M	38,019	+38,018	add
220	Rafferty Asset Management, LLC	$22.9M	37,832	−4,381	trim
221	AMERICAN NATIONAL BANK & TRUST	$22.8M	37,710	−286	trim
222	Verition Fund Management LLC	$22.5M	37,224	−34,455	trim
223	Sunriver Management LLC	$21.9M	36,270	−93,043	trim
224	MAI Capital Management	$21.7M	35,969	+866	add
225	D.A. DAVIDSON & CO.	$21.5M	35,653	+138	add
226	FORA Capital, LLC	$21.3M	35,264	+30,484	add
227	Vanguard Personalized Indexing Management, LLC	$21.3M	35,246	+5,127	add
228	BLAIR WILLIAM & CO/IL	$21.2M	35,133	−489	trim
229	Daiwa Securities Group Inc.	$21.2M	35,124	+1,657	add
230	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$21.0M	34,705	−22	trim
231	Allworth Financial LP	$20.7M	34,247	+2,922	add
232	CLOUGH CAPITAL PARTNERS L P	$20.7M	34,210	+31,635	add
233	Verity & Verity, LLC	$20.7M	34,174	−1,096	trim
234	Utah Retirement Systems	$20.3M	33,521	−846	trim
235	MATRIX ASSET ADVISORS INC/NY	$20.0M	33,055	−22	trim
236	Walleye Capital LLC	$19.9M	32,995	+25,572	add
237	Atlantic Union Bankshares Corp	$19.9M	32,853	−3,362	trim
238	OAK ASSOCIATES LTD /OH/	$19.4M	32,133	0	no change
239	Narwhal Capital Management	$19.4M	32,125	−1,112	trim
240	AVENIR CORP	$19.3M	31,952	−32,384	trim
241	PUBLIC SECTOR PENSION INVESTMENT BOARD	$19.3M	31,897	+6,261	add
242	NS Partners Ltd	$19.2M	31,727	−701	trim
243	Modera Wealth Management, LLC	$19.1M	31,637	−768	trim
244	Tamar Securities, LLC	$19.1M	31,520	−10,347	trim
245	RWA WEALTH PARTNERS, LLC	$19.0M	31,484	−847	trim
246	Cresset Asset Management, LLC	$18.8M	31,080	+1,393	add
247	KEYBANK NATIONAL ASSOCIATION/OH	$18.7M	30,972	+3,630	add
248	BROWN ADVISORY INC	$18.6M	30,828	−186	trim
249	ProShare Advisors LLC	$18.6M	30,769	−10,680	trim
250	Americana Partners, LLC	$18.6M	30,703	+483	add
251	ANCHOR CAPITAL ADVISORS LLC	$18.3M	30,312	−89	trim
252	Rakuten Investment Management, Inc.	$18.2M	30,337	+3,275	add
253	United Asset Strategies, Inc.	$18.1M	29,930	−4,806	trim
254	Brookstone Capital Management	$18.0M	29,809	+2,233	add
255	NEOS Investment Management LLC	$17.9M	29,606	−417	trim
256	OPPENHEIMER & CO INC	$17.9M	29,597	−3,682	trim
257	PINNACLE ASSOCIATES LTD	$17.8M	29,527	+67	add
258	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$17.3M	28,706	−8,578	trim
259	STRATEGY ASSET MANAGERS LLC	$17.3M	28,626	−156	trim
260	Foster Victor Wealth Advisors, LLC	$17.3M	28,214	−1,393	trim
261	ALBION FINANCIAL GROUP /UT	$17.2M	28,538	+119	add
262	Engineers Gate Manager LP	$17.1M	28,255	+21,442	add
263	Susquehanna Portfolio Strategies, LLC	$17.0M	28,206	−7,368	trim
264	Sumitomo Mitsui DS Asset Management Company, Ltd	$17.0M	28,188	+292	add
265	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$17.0M	28,138	+208	add
266	Waverly Advisors, LLC	$16.9M	28,038	+6,067	add
267	Paradiem, LLC	$16.8M	27,782	−4,015	trim
268	Equitable Holdings, Inc.	$16.7M	33,064	+6,904	add
269	Albar Capital Partners LLP	$16.7M	27,594	+27,594	new
270	NISSAY ASSET MANAGEMENT CORP /JAPAN	$16.6M	27,546	+353	add
271	Cypress Capital Group	$16.6M	27,410	−636	trim
272	Alley Investment Management Company, LLC	$16.5M	27,378	−7,188	trim
273	Wealthfront Advisers LLC	$16.5M	27,330	+4,331	add
274	Vantage Investment Partners, LLC	$16.4M	27,173	−110	trim
275	CCM INVESTMENT ADVISERS LLC	$16.3M	27,047	−448	trim
276	Miramar Capital, LLC	$16.3M	27,020	−896	trim
277	Goelzer Investment Management, Inc.	$16.2M	26,860	−189	trim
278	OPPENHEIMER ASSET MANAGEMENT INC.	$16.1M	26,680	−606	trim
279	Pathstone Holdings, LLC	$16.0M	26,491	+723	add
280	JONES FINANCIAL COMPANIES LLLP	$15.4M	25,528	−727	trim
281	Elo Mutual Pension Insurance Co	$15.3M	25,340	−1,247	trim
282	Amundi	$15.3M	25,333	−188	trim
283	MIRAE ASSET SECURITIES (USA) INC.	$15.1M	25,053	−9	trim
284	NorthCrest Asset Manangement, LLC	$15.1M	24,266	−8,029	trim
285	Archon Partners LLC	$15.1M	25,000	−10,000	trim
286	Voleon Capital Management LP	$15.1M	24,977	−36,165	trim
287	Carnegie Investment Counsel	$14.5M	24,009	−6,952	trim
288	ISTHMUS PARTNERS, LLC	$14.4M	23,799	−1,220	trim
289	Biondo Investment Advisors, LLC	$14.3M	23,712	−11	trim
290	GLENMEDE TRUST CO NA	$14.3M	23,640	−926	trim
291	Buck Wealth Strategies, LLC	$14.3M	23,600	−1,691	trim
292	Pictet Asset Management Holding SA	$14.3M	23,586	+1,585	add
293	WESTWOOD HOLDINGS GROUP INC	$14.3M	23,579	−1,439	trim
294	Bensler, LLC	$14.1M	23,328	+1,236	add
295	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$14.0M	23,240	−82	trim
296	FIL Ltd	$14.0M	23,212	+20,202	add
297	Stockman Wealth Management, Inc.	$13.9M	23,022	+60	add
298	OLD NATIONAL BANCORP /IN/	$13.9M	22,988	−80	trim
299	HANCOCK WHITNEY CORP	$13.8M	24,554	+12,335	add
300	Great Lakes Retirement, Inc.	$13.3M	21,924	−1,841	trim
301	SCOTIA CAPITAL INC.	$13.2M	21,909	+5,295	add
302	Merit Financial Group, LLC	$13.1M	21,704	+1,928	add
303	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$13.0M	21,496	−332	trim
304	TD Waterhouse Canada Inc.	$13.0M	21,045	+11,111	add
305	SummitTX Capital, L.P.	$12.9M	21,421	+21,421	new
306	ARGENT CAPITAL MANAGEMENT LLC	$12.9M	21,416	+20,956	add
307	LEVEL FOUR ADVISORY SERVICES, LLC	$12.9M	21,382	−2,980	trim
308	Lighthouse Investment Partners, LLC	$12.9M	21,365	+20,360	add
309	Empower Advisory Group, LLC	$12.9M	21,276	−3,658	trim
310	Summit Trail Advisors, LLC	$12.8M	21,234	+1,267	add
311	Sequoia Financial Advisors, LLC	$12.8M	21,141	+128	add
312	Concurrent Investment Advisors, LLC	$12.7M	21,007	−42	trim
313	MEEDER ASSET MANAGEMENT INC	$12.3M	20,386	−2,170	trim
314	DAVENPORT & Co LLC	$12.3M	20,378	−486	trim
315	RBO & CO LLC	$12.3M	20,359	−3,618	trim
316	JOHNSON INVESTMENT COUNSEL INC	$12.3M	20,353	−630	trim
317	SageGuard Financial Group, LLC	$12.2M	20,170	−8,482	trim
318	EP Wealth Advisors, LLC	$12.1M	19,966	−839	trim
319	Linscomb Wealth, Inc.	$12.0M	19,788	−4,370	trim
320	Perigon Wealth Management, LLC	$11.9M	19,654	+614	add
321	Soltis Investment Advisors LLC	$11.9M	19,650	−108	trim
322	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$11.8M	19,581	−4,510	trim
323	CWA Asset Management Group, LLC	$11.6M	19,248	−2,897	trim
324	REGIONS FINANCIAL CORP	$11.6M	19,151	−1,498	trim
325	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$11.6M	19,145	+72	add
326	Bedell Frazier Investment Counselling, LLC	$11.5M	19,091	−1,115	trim
327	Focus Partners Advisor Solutions, LLC	$11.4M	18,942	+1,412	add
328	JANE STREET GROUP, LLC	$11.4M	18,911	−73,442	trim
329	Traynor Capital Management, Inc.	$11.4M	19,048	+1,581	add
330	Visionary Wealth Advisors	$11.4M	18,853	−1,925	trim
331	GREAT LAKES ADVISORS, LLC	$11.3M	18,623	−18,311	trim
332	GW HENSSLER & ASSOCIATES LTD	$11.1M	18,412	−340	trim
333	BRADLEY FOSTER & SARGENT INC/CT	$11.0M	18,190	+156	add
334	Pine Valley Investments Ltd Liability Co	$11.0M	18,120	−780	trim
335	Federation des caisses Desjardins du Quebec	$10.9M	18,037	+2,789	add
336	CULLINAN ASSOCIATES INC	$10.9M	17,974	−1,974	trim
337	Kingsview Wealth Management, LLC	$10.8M	17,810	+228	add
338	Wills Financial Group LLC	$10.7M	20,625	−599	trim
339	Hennion & Walsh Asset Management, Inc.	$10.6M	17,525	+1,842	add
340	Campion Asset Management	$10.5M	17,388	−10	trim
341	Ironwood Investment Counsel, LLC	$10.5M	17,332	+208	add
342	Destination Wealth Management	$10.4M	17,233	+23	add
343	CONSOLIDATED CAPITAL MANAGEMENT, LLC	$10.4M	17,129	+17,129	new
344	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$10.3M	17,111	−1,409	trim
345	LEAVELL INVESTMENT MANAGEMENT, INC.	$10.3M	17,106	+78	add
346	S.E.E.D. Planning Group LLC	$10.3M	17,075	−5,645	trim
347	Aptus Capital Advisors, LLC	$10.3M	17,059	+8,049	add
348	DONALDSON CAPITAL MANAGEMENT, LLC	$10.3M	17,016	−601	trim
349	Venture Visionary Partners LLC	$10.3M	16,998	+190	add
350	HB Wealth Management, LLC	$10.2M	16,955	+765	add
351	GRIMES & Co WEALTH MANAGEMENT, LLC	$10.2M	16,925	−11	trim
352	IFM Investors Pty Ltd	$10.2M	16,912	+880	add
353	Azimuth Capital Investment Management LLC	$10.2M	16,817	+5,311	add
354	INTACT INVESTMENT MANAGEMENT INC.	$10.2M	16,800	−300	trim
355	MANNING & NAPIER ADVISORS LLC	$10.1M	16,738	−3,266	trim
356	Abacus FCF Advisors LLC	$10.0M	16,543	+16,543	new
357	Aviance Capital Partners, LLC	$9.9M	16,457	−87	trim
358	Avantax Planning Partners, Inc.	$9.9M	16,394	−2,874	trim
359	BURNEY CO/	$9.8M	16,206	−3,186	trim
360	Osmosis Investment Management UK Ltd	$9.7M	16,111	+7,806	add
361	Rockbridge Asset Management LLC	$9.6M	15,933	−1,320	trim
362	LOWE BROCKENBROUGH & CO INC	$9.4M	15,536	−166	trim
363	LYNCH & ASSOCIATES/IN	$9.4M	15,523	−109	trim
364	ARS Wealth Advisors Group, LLC	$9.4M	15,501	−86	trim
365	CI INVESTMENTS INC.	$9.4M	15,493	+8,746	add
366	Independent Advisor Alliance	$9.3M	15,312	−7,905	trim
367	Werlinich Asset Management, LLC	$9.2M	15,240	0	no change
368	Greystone Financial Group, LLC	$9.2M	15,236	−11,449	trim
369	CHOREO, LLC	$9.2M	15,208	+1,330	add
370	Red Door Wealth Management, LLC	$9.1M	15,124	+273	add
371	Freestone Capital Holdings, LLC	$9.1M	15,106	−81	trim
372	SCHULHOFF & CO INC	$9.1M	15,033	−39	trim
373	Founders Capital Management	$9.1M	14,977	+277	add
374	Investment Management Corp of Ontario	$9.0M	14,909	+680	add
375	EagleClaw Capital Managment, LLC	$8.6M	14,263	−239	trim
376	World Investment Advisors	$8.6M	14,207	−532	trim
377	NAPLES GLOBAL ADVISORS, LLC	$8.6M	14,206	−306	trim
378	FOUNDERS CAPITAL MANAGEMENT, LLC	$8.6M	14,191	−205	trim
379	Columbus Macro, LLC	$8.6M	14,162	+472	add
380	BCWM, LLC	$8.5M	14,070	−9,188	trim
381	YOUSIF CAPITAL MANAGEMENT, LLC	$8.4M	13,935	−738	trim
382	HBK Sorce Advisory LLC	$8.4M	16,513	−403	trim
383	Stablepoint Partners, LLC	$8.4M	13,838	−1,220	trim
384	U.S. Capital Wealth Advisors, LLC	$8.3M	13,736	+5,647	add
385	Summit Financial Wealth Advisors, LLC	$8.3M	13,735	+396	add
386	UMB Bank, n.a.	$8.3M	13,722	−662	trim
387	Telos Capital Management, Inc.	$8.3M	13,681	−438	trim
388	Sterling Capital Management LLC	$8.2M	13,579	+10,657	add
389	Morningstar Investment Management LLC	$8.2M	13,577	+1,603	add
390	Sterling Investment Advisors, Ltd.	$8.2M	13,566	+13,566	new
391	Clearstead Advisors, LLC	$8.2M	13,547	+70	add
392	Lafayette Investments, Inc.	$8.2M	13,528	−60	trim
393	Stokes Capital Advisors, LLC	$8.1M	13,483	−568	trim
394	Alphadyne Asset Management LP	$8.1M	13,463	+10,661	add
395	Norinchukin Bank, The	$8.1M	13,373	−100	trim
396	COURIER CAPITAL LLC	$8.0M	13,302	−73	trim
397	Monolith Management Ltd	$8.0M	13,200	+13,200	new
398	L & S Advisors Inc	$8.0M	13,187	+13,187	new
399	PERRYMAN FINANCIAL ADVISORY INC /AD	$7.9M	13,150	−260	trim
400	ARIEL INVESTMENTS, LLC	$7.9M	13,114	−332	trim
401	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.9M	13,074	−3,735	trim
402	Capital Investment Counsel, Inc	$7.9M	12,993	−295	trim
403	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$7.8M	12,972	−12,908	trim
404	QRG CAPITAL MANAGEMENT, INC.	$7.8M	12,941	+2,428	add
405	Rayburn West Financial Services LLC	$7.8M	12,910	+494	add
406	NEW ENGLAND ASSET MANAGEMENT INC	$7.8M	12,860	−5,980	trim
407	CENTRAL TRUST Co	$7.6M	12,553	−199	trim
408	Horrell Capital Management, Inc.	$7.6M	12,498	−1,116	trim
409	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.5M	14,710	+6,811	add
410	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	$7.5M	12,329	+64	add
411	Wealthcare Advisory Partners LLC	$7.4M	12,293	+27	add
412	Mutual Advisors, LLC	$7.4M	12,255	−292	trim
413	MIZUHO SECURITIES USA LLC	$7.4M	12,240	−2,587	trim
414	Gradient Investments LLC	$7.3M	12,097	+132	add
415	GUGGENHEIM CAPITAL LLC	$7.3M	12,095	−1,728	trim
416	BUILDER INVESTMENT GROUP INC /ADV	$7.3M	12,067	0	no change
417	Kesler, Norman & Wride, LLC	$7.3M	12,061	+5	add
418	Victrix Investment Advisors	$7.3M	12,024	−2	trim
419	Apriem Advisors	$7.3M	12,010	−3,501	trim
420	Callan Family Office, LLC	$7.2M	11,974	−258	trim
421	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$7.2M	11,922	+2,392	add
422	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$7.2M	11,874	−297	trim
423	Apollon Wealth Management, LLC	$7.1M	11,819	−229	trim
424	SMA Capital LLC	$7.1M	11,819	+11,819	new
425	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$7.1M	11,792	−326	trim
426	Vontobel Holding Ltd.	$7.1M	11,717	−368	trim
427	Rossmore Private Capital	$7.1M	11,682	−83	trim
428	Stratos Wealth Partners, LTD.	$7.1M	11,674	+439	add
429	FIDUCIARY TRUST CO	$7.0M	11,576	−154	trim
430	HARTFORD INVESTMENT MANAGEMENT CO	$7.0M	11,529	−215	trim
431	TRUST CO OF TOLEDO NA /OH/	$6.9M	11,477	+20	add
432	Titan Wealth (CI) Ltd	$6.9M	11,469	−150	trim
433	Chronos Wealth Management, LLC	$6.9M	11,396	−105	trim
434	Northwest Bancshares, Inc.	$6.8M	11,319	−573	trim
435	Trifecta Capital Advisors, LLC	$6.8M	11,309	−94	trim
436	OMERS ADMINISTRATION Corp	$6.8M	11,303	+2,458	add
437	Bridgewater Associates, LP	$6.8M	11,302	−33,614	trim
438	Johnson Financial Group, Inc.	$6.8M	11,186	−2,208	trim
439	Atom Investors LP	$6.7M	11,106	+11,106	new
440	Orion Porfolio Solutions, LLC	$6.6M	10,862	−2,763	trim
441	BARTLETT & CO. WEALTH MANAGEMENT LLC	$6.5M	12,571	−620	trim
442	KEATING INVESTMENT COUNSELORS INC	$6.5M	10,720	+20	add
443	Amova Asset Management Americas, Inc.	$6.3M	10,409	+542	add
444	Jackson Hole Capital Partners, LLC	$6.3M	10,372	−45	trim
445	Maryland State Retirement & Pension System	$6.3M	10,359	+71	add
446	DRW Securities, LLC	$6.2M	10,320	+10,320	new
447	Meiji Yasuda Asset Management Co Ltd.	$6.2M	10,303	−29	trim
448	B & T Capital Management DBA Alpha Capital Management	$6.2M	10,207	−179	trim
449	FOUNDATIONS INVESTMENT ADVISORS, LLC	$6.2M	10,205	−1,185	trim
450	One Capital Management, LLC	$6.1M	10,163	−3	trim
451	1834 INVESTMENT ADVISORS CO	$6.1M	10,091	−479	trim
452	Tower Research Capital LLC (TRC)	$6.1M	10,064	+3,172	add
453	ELEMENT CAPITAL MANAGEMENT LLC	$6.0M	10,000	+10,000	new
454	Concord Wealth Partners	$6.0M	9,946	+731	add
455	Pinnacle Wealth Management Advisory Group, LLC	$6.0M	9,936	−351	trim
456	WealthPlan Investment Management, LLC	$6.0M	9,922	−3,325	trim
457	Gold Investment Management Ltd.	$6.0M	9,915	+138	add
458	GLOBALT Investments LLC / GA	$6.0M	9,906	−272	trim
459	Prospera Financial Services Inc	$6.0M	9,871	+95	add
460	Themes Management Co LLC	$5.9M	9,719	+4,296	add
461	Glass Wealth Management Co LLC	$5.9M	9,709	+96	add
462	BOOTHBAY FUND MANAGEMENT, LLC	$5.9M	9,708	+8,034	add
463	MEYER HANDELMAN CO	$5.8M	9,642	+162	add
464	Journey Advisory Group, LLC	$5.8M	9,606	+5	add
465	PETREDIS INVESTMENT ADVISORS LLC	$5.8M	9,581	−89	trim
466	CVFG LLC	$5.8M	9,577	+9,577	new
467	Parallax Volatility Advisers, L.P.	$5.8M	10,061	+10,061	new
468	IHT Wealth Management, LLC	$5.7M	9,512	+1,836	add
469	Concord Asset Management, LLC/VA	$5.7M	9,392	+1,105	add
470	McGuire Investment Group, LLC	$5.7M	9,350	−37	trim
471	HAMEL ASSOCIATES, INC.	$5.6M	9,336	−27	trim
472	F/m Investments LLC	$5.6M	9,290	−233	trim
473	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$5.6M	9,261	+9,261	new
474	Shepherd Financial Partners LLC	$5.6M	9,233	−67	trim
475	NOMURA HOLDINGS INC	$5.6M	9,184	+488	add
476	Dynamic Advisor Solutions LLC	$5.5M	9,120	−6	trim
477	Retirement Planning Group, LLC	$5.5M	9,107	−225	trim
478	Savant Capital, LLC	$5.5M	9,052	−439	trim
479	Fisher Asset Management, LLC	$5.5M	9,036	+700	add
480	OneDigital Investment Advisors LLC	$5.5M	9,034	−1,044	trim
481	Coastal Bridge Advisors, LLC	$5.4M	8,984	−144	trim
482	NORTHEAST INVESTMENT MANAGEMENT	$5.4M	8,956	−380	trim
483	FLPUTNAM INVESTMENT MANAGEMENT CO	$5.4M	8,865	−540	trim
484	GREAT VALLEY ADVISOR GROUP, INC.	$5.4M	8,857	−57	trim
485	Cornerstone Wealth Management, LLC	$5.3M	8,849	+340	add
486	MGO ONE SEVEN LLC	$5.3M	8,846	+1,957	add
487	RITHOLTZ WEALTH MANAGEMENT	$5.3M	8,820	+291	add
488	Core Alternative Capital	$5.3M	8,807	−785	trim
489	Empirical Finance, LLC	$5.3M	8,778	−25	trim
490	Patrick Mauro Investment Advisor, INC.	$5.3M	8,750	−4,438	trim
491	MOTCO	$5.3M	8,694	−98	trim
492	Y.D. More Investments Ltd	$5.2M	8,695	+8,009	add
493	Jacobi Capital Management LLC	$5.2M	8,679	+180	add
494	Family Legacy, Inc.	$5.2M	8,592	−105	trim
495	GREENLEAF TRUST	$5.2M	8,590	+209	add
496	Atria Investments, Inc	$5.2M	8,536	−4,299	trim
497	NBT BANK, N.A.	$5.1M	8,520	−701	trim
498	Barbara Oil Co.	$5.1M	8,500	0	no change
499	Brooklyn Investment Group	$5.1M	8,452	+2,842	add
500	UNIVEST FINANCIAL Corp	$5.1M	8,429	−1,560	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · LMT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Tommy Tuberville R–AL $15K–$50K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Markel Group, Gotham Asset Management $75.0M held
Trimming: 1 Bridgewater Associates $6.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · LOCKHEED MARTIN CORP

Merged timeline of congressional filings and notable-manager moves on LMT
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-16	Tommy Tuberville Congress	Sale	$15K–$50K
2026-05-15	Gotham Asset Management 13F	add	+46,570 sh
2026-05-15	Bridgewater Associates 13F	trim	−33,614 sh
2026-05-01	Markel Group 13F	add	+700 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

41 members of Congress disclosed LMT — the congressional view ↗