Public record / Tickers / LMT

LMT — LOCKHEED MARTIN CORP

Both disclosure regimes on one name: who in Congress filed about LMT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
138
all PTR rows naming LMT
Members · 12m
4
2 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Pete Sessions · $100K–$250K

Sale · traded 2023-10-31 → filed 2023-11-07. Ranked over every LMT row by the provable lower bound, never a point estimate.

4 members · 2 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

21 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

25 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 25 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LMT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LMT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-16Tommy Tuberville R–ALSale · JT (jointly owned)Traded 06-08 +38d$15K–$50K
2026-06-03Tim Walberg R–MI-5Purchase · JT (jointly owned)Traded 2025-02-07 LATE·481d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 2025-12-19 +24d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-18 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 138 ↗

Members active in LMT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing LMT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Tommy Tuberville R–AL1−$50.0K to −$15.0K5
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

4 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-16Tommy Tuberville CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+46,570 sh
2026-05-15Bridgewater Associates 13Ftrim−33,614 sh
2026-05-01Markel Group 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of LMT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1STATE STREET CORP$19.7B1
2BlackRock, Inc.$10.8B1
3VANGUARD CAPITAL MANAGEMENT LLC$8.5B1
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4.3B1
5MORGAN STANLEY$3.4B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$3.2B1
7GEODE CAPITAL MANAGEMENT, LLC$3.1B1
8BANK OF AMERICA CORP /DE/$1.6B1
9FMR LLC$1.4B1
10Invesco Ltd.$1.2B1
11NORTHERN TRUST CORP$1.2B1
12Capital World Investors$1.1B1
13ROYAL BANK OF CANADA$1.1B1
14UBS Group AG$971M1
15AQR CAPITAL MANAGEMENT LLC$911M1
16Capital Research Global Investors$885M1
17MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$872M1
18FRANKLIN RESOURCES INC$850M1
19TWO SIGMA INVESTMENTS, LP$815M1
20Bank of New York Mellon Corp$760M1
21WELLS FARGO & COMPANY/MN$758M1
22DIMENSIONAL FUND ADVISORS LP$732M1
23STIFEL FINANCIAL CORP$724M1
24VANGUARD FIDUCIARY TRUST CO$707M1
25Sanders Capital, LLC$690M1
26Legal & General Group Plc$600M1
27D. E. Shaw & Co., Inc.$584M1
28WELLINGTON MANAGEMENT GROUP LLP$491M1
29DEUTSCHE BANK AG\$489M1
30BANK OF MONTREAL /CAN/$488M1
31BARCLAYS PLC$457M1
32CITADEL ADVISORS LLC$453M1
33LPL Financial LLC$447M1
34Qube Research & Technologies Ltd$393M1
35National Pension Service$384M1
36RAYMOND JAMES FINANCIAL INC$382M1
37CANADA PENSION PLAN INVESTMENT BOARD$373M1
38FIRST TRUST ADVISORS LP$366M1
39AMERIPRISE FINANCIAL INC$364M1
40Nuveen, LLC$359M1
41ENVESTNET ASSET MANAGEMENT INC$341M1
42Allianz Asset Management GmbH$338M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$333M1
44Sumitomo Mitsui Trust Group, Inc.$306M1
45Mitsubishi UFJ Asset Management Co., Ltd.$293M1
46MANUFACTURERS LIFE INSURANCE COMPANY, THE$280M1
47Janus Henderson Group Ltd.$273M1
48Vanguard Global Advisers, LLC$269M1
49UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$253M1
50JACOBS LEVY EQUITY MANAGEMENT, INC$249M1
51HighTower Advisors, LLC$238M1
52VANGUARD ASSET MANAGEMENT, Ltd$227M1
53Holocene Advisors, LP$219M1
54BAHL & GAYNOR INC$211M1
55MILLENNIUM MANAGEMENT LLC$199M1
56LAZARD ASSET MANAGEMENT LLC$195M1
57TRUIST FINANCIAL CORP$188M1
58BALYASNY ASSET MANAGEMENT L.P.$183M1
59ALLIANCEBERNSTEIN L.P.$179M1
60Point72 Asset Management, L.P.$178M1
61VICTORY CAPITAL MANAGEMENT INC$171M1
62Connor, Clark & Lunn Investment Management Ltd.$168M1
63ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$166M1
64Squarepoint Ops LLC$166M1
65CONFLUENCE INVESTMENT MANAGEMENT LLC$163M1
66Vident Advisory, LLC$162M1
67CITIGROUP INC$155M1
68PRINCIPAL FINANCIAL GROUP INC$154M1
69Focus Partners Wealth$149M1
70WORLDQUANT MILLENNIUM ADVISORS LLC$149M1
71Cetera Investment Advisers$148M1
72UniSuper Management Pty Ltd$138M1
73CREDIT AGRICOLE S A$135M1
74NEW YORK STATE COMMON RETIREMENT FUND$133M1
75WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$132M1
76YACKTMAN ASSET MANAGEMENT LP$129M1
77Mirae Asset Global Investments Co., Ltd.$125M1
78AMERICAN CENTURY COMPANIES INC$118M1
79RENAISSANCE TECHNOLOGIES LLC$118M1
80ROYAL LONDON ASSET MANAGEMENT LTD$117M1
81COMMONWEALTH EQUITY SERVICES, LLC$116M1
82MACKENZIE FINANCIAL CORP$112M1
83NATIONAL BANK OF CANADA /FI/$112M1
84ADAGE CAPITAL PARTNERS GP, L.L.C.$111M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$110M1
86M&T BANK CORP$108M1
87SEI INVESTMENTS CO$107M1
88BANK OF NOVA SCOTIA$107M1
89Chevy Chase Trust Holdings, LLC$105M1
90Corient Private Wealth LLC$104M1
91Creative Planning$102M1
92Mariner, LLC$101M1
93SCHRODER INVESTMENT MANAGEMENT GROUP$100.0M1
94Cerity Partners LLC$99.8M1
95COMMERCE BANK$99.4M1
96Focused Investors LLC$98.5M1
97Mitsubishi UFJ Trust & Banking Corp$97.8M1
98Korea Investment CORP$92.7M1
99NATIXIS$92.0M1
100OSAIC HOLDINGS, INC.$88.0M1
101PRUDENTIAL FINANCIAL INC$85.4M1
102FIFTH THIRD BANCORP$81.5M1
103Migdal Insurance & Financial Holdings Ltd.$75.1M1
104CAPITOLIS LIQUID GLOBAL MARKETS LLC$75.0M1
105US BANCORP \DE\$74.8M1
106Rockefeller Capital Management L.P.$71.2M1
107HSBC HOLDINGS PLC$69.9M1
108Capital Investment Advisors, LLC$69.5M1
109CIBC Bancorp USA Inc.$68.9M1
110STATE OF WISCONSIN INVESTMENT BOARD$67.4M1
111MACQUARIE GROUP LTD$66.2M1
112FIRST FINANCIAL BANKSHARES INC$65.6M1
113ZACKS INVESTMENT MANAGEMENT$65.0M1
114Epoch Investment Partners, Inc.$64.6M1
115ING GROEP NV$64.1M1
116PACIFIC HEIGHTS ASSET MANAGEMENT LLC$63.5M1
117Pinnacle Financial Partners, Inc.$63.1M1
118Spectrum Financial Alliance Ltd LLC$63.1M1
119Rokos Capital Management LLP$62.4M1
120Quadrature Capital Ltd$61.2M1
121CWM, LLC$59.4M1
122TD ASSET MANAGEMENT INC$59.4M1
123SCHARF INVESTMENTS, LLC$58.1M1
124WEDGE CAPITAL MANAGEMENT L L P/NC$57.9M1
125Quantinno Capital Management LP$56.9M1
126Baird Financial Group, Inc.$56.0M1
127Artisan Partners Limited Partnership$56.0M1
128Vanguard Investments Australia, Ltd.$55.3M1
129IEQ CAPITAL, LLC$55.3M1
130NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$55.3M1
131Willis Investment Counsel$55.1M1
132SMITH CHAS P & ASSOCIATES PA CPAS$55.0M1
133Defiance ETFs, LLC$54.8M1
134MERCER GLOBAL ADVISORS INC /ADV$54.1M1
135NewEdge Wealth, LLC$53.4M1
136Asset Management One Co., Ltd.$52.0M1
137BERKSHIRE ASSET MANAGEMENT LLC/PA$52.0M1
138Advisors Capital Management, LLC$51.8M1
139NOMURA ASSET MANAGEMENT CO LTD$51.5M1
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$50.3M1
141FEDERATED HERMES, INC.$50.0M1
142MML INVESTORS SERVICES, LLC$48.2M1
143&PARTNERS$48.0M1
144TEACHER RETIREMENT SYSTEM OF TEXAS$47.4M1
145Tredje AP-fonden$47.2M1
146SUSQUEHANNA INTERNATIONAL GROUP, LLP$46.8M1
147EXCHANGE TRADED CONCEPTS, LLC$46.5M1
148Junto Capital Management LP$45.2M1
149Robeco Institutional Asset Management B.V.$44.8M1
150State of New Jersey Common Pension Fund D$43.2M1
151Resona Asset Management Co.,Ltd.$43.1M1
152INTECH INVESTMENT MANAGEMENT LLC$43.0M1
153Kestra Advisory Services, LLC$41.4M1
154ATWOOD & PALMER INC$41.1M1
155Jain Global LLC$40.6M1
156CAPITAL ADVISORS INC/OK$40.2M1
157Tidal Investments LLC$39.9M1
158Minneapolis Portfolio Management Group, LLC$39.4M1
159MARKEL GROUP INC.$39.4M1
160Cartenna Capital, LP$39.3M1
161SCHWARTZ INVESTMENT COUNSEL INC$37.5M1
162Weiss Asset Management LP$37.2M1
163Ensign Peak Advisors, Inc$37.0M1
164TORONTO DOMINION BANK$36.8M1
165River Road Asset Management, LLC$36.4M1
166Beacon Pointe Advisors, LLC$35.7M1
167Gotham Asset Management, LLC$35.6M1
168Glenview Trust Co$35.6M1
169Aware Super Pty Ltd as trustee of Aware Super$35.3M1
170Empowered Funds, LLC$35.0M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$34.9M1
172Trexquant Investment LP$34.6M1
173Sanctuary Advisors, LLC$34.6M1
174Cannell & Spears LLC$34.6M1
175Arizona State Retirement System$34.5M1
176Steward Partners Investment Advisory, LLC$34.4M1
177VOYA INVESTMENT MANAGEMENT LLC$34.3M1
178NISA INVESTMENT ADVISORS, LLC$34.0M1
179CITIZENS FINANCIAL GROUP INC/RI$33.8M1
180O'SHAUGHNESSY ASSET MANAGEMENT, LLC$33.7M1
181CIBC WORLD MARKET INC.$33.6M1
182Czech National Bank$33.3M1
183WINDWARD CAPITAL MANAGEMENT CO /CA$32.9M1
184VILLERE ST DENIS J & CO LLC$32.9M1
185CONNING INC.$32.8M1
186CIBC Asset Management Inc$32.5M1
187Jefferies Financial Group Inc.$32.3M1
188VOLORIDGE INVESTMENT MANAGEMENT, LLC$31.7M1
189Titan Investment Solutions Ltd$30.7M1
190Zurich Insurance Group Ltd/FI$30.4M1
191MetLife Investment Management, LLC$30.2M1
192EVERETT HARRIS & CO /CA/$30.1M1
193Old West Investment Management, LLC$29.8M1
194Schonfeld Strategic Advisors LLC$29.1M1
195Clearbridge Investments, LLC$29.1M1
196ALPS ADVISORS INC$29.1M1
197MARTINGALE ASSET MANAGEMENT L P$28.8M1
198Aberdeen Group plc$28.6M1
199COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$28.5M1
200KESTRA PRIVATE WEALTH SERVICES, LLC$27.8M1
201NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27.6M1
202Midwest Trust Co$27.2M1
203Allspring Global Investments Holdings, LLC$27.1M1
204XPONANCE LLC$26.4M1
205Retirement Systems of Alabama$26.0M1
206Advisors Asset Management, Inc.$26.0M1
207Stack Financial Management, Inc$25.8M1
208Calamos Advisors LLC$25.5M1
209NewEdge Advisors, LLC$25.3M1
210Moran Wealth Management, LLC$25.2M1
211Arbejdsmarkedets Tillaegspension$25.1M1
212Haverford Trust Co$24.5M1
213Woodline Partners LP$23.6M1
214Hancock Prospecting Pty Ltd$23.6M1
215Lido Advisors, LLC$23.5M1
216Private Advisor Group, LLC$23.3M1
217BENJAMIN EDWARDS INC$23.3M1
218STEPHENS INC /AR/$23.3M1
219DANSKE BANK A/S$23.0M1
220Rafferty Asset Management, LLC$22.9M1
221AMERICAN NATIONAL BANK & TRUST$22.8M1
222Verition Fund Management LLC$22.5M1
223Sunriver Management LLC$21.9M1
224MAI Capital Management$21.7M1
225D.A. DAVIDSON & CO.$21.5M1
226FORA Capital, LLC$21.3M1
227Vanguard Personalized Indexing Management, LLC$21.3M1
228BLAIR WILLIAM & CO/IL$21.2M1
229Daiwa Securities Group Inc.$21.2M1
230FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$21.0M1
231Allworth Financial LP$20.7M1
232CLOUGH CAPITAL PARTNERS L P$20.7M1
233Verity & Verity, LLC$20.7M1
234Utah Retirement Systems$20.3M1
235MATRIX ASSET ADVISORS INC/NY$20.0M1
236Walleye Capital LLC$19.9M1
237Atlantic Union Bankshares Corp$19.9M1
238OAK ASSOCIATES LTD /OH/$19.4M1
239Narwhal Capital Management$19.4M1
240AVENIR CORP$19.3M1
241PUBLIC SECTOR PENSION INVESTMENT BOARD$19.3M1
242NS Partners Ltd$19.2M1
243Modera Wealth Management, LLC$19.1M1
244Tamar Securities, LLC$19.1M1
245RWA WEALTH PARTNERS, LLC$19.0M1
246Cresset Asset Management, LLC$18.8M1
247KEYBANK NATIONAL ASSOCIATION/OH$18.7M1
248BROWN ADVISORY INC$18.6M1
249ProShare Advisors LLC$18.6M1
250Americana Partners, LLC$18.6M1
251ANCHOR CAPITAL ADVISORS LLC$18.3M1
252Rakuten Investment Management, Inc.$18.2M1
253United Asset Strategies, Inc.$18.1M1
254Brookstone Capital Management$18.0M1
255NEOS Investment Management LLC$17.9M1
256OPPENHEIMER & CO INC$17.9M1
257PINNACLE ASSOCIATES LTD$17.8M1
258BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.3M1
259STRATEGY ASSET MANAGERS LLC$17.3M1
260Foster Victor Wealth Advisors, LLC$17.3M1
261ALBION FINANCIAL GROUP /UT$17.2M1
262Engineers Gate Manager LP$17.1M1
263Susquehanna Portfolio Strategies, LLC$17.0M1
264Sumitomo Mitsui DS Asset Management Company, Ltd$17.0M1
265NEW YORK LIFE INVESTMENT MANAGEMENT LLC$17.0M1
266Waverly Advisors, LLC$16.9M1
267Paradiem, LLC$16.8M1
268Equitable Holdings, Inc.$16.7M1
269Albar Capital Partners LLP$16.7M1
270NISSAY ASSET MANAGEMENT CORP /JAPAN$16.6M1
271Cypress Capital Group$16.6M1
272Alley Investment Management Company, LLC$16.5M1
273Wealthfront Advisers LLC$16.5M1
274Vantage Investment Partners, LLC$16.4M1
275CCM INVESTMENT ADVISERS LLC$16.3M1
276Miramar Capital, LLC$16.3M1
277Goelzer Investment Management, Inc.$16.2M1
278OPPENHEIMER ASSET MANAGEMENT INC.$16.1M1
279Pathstone Holdings, LLC$16.0M1
280JONES FINANCIAL COMPANIES LLLP$15.4M1
281Elo Mutual Pension Insurance Co$15.3M1
282Amundi$15.3M1
283MIRAE ASSET SECURITIES (USA) INC.$15.1M1
284NorthCrest Asset Manangement, LLC$15.1M1
285Archon Partners LLC$15.1M1
286Voleon Capital Management LP$15.1M1
287Carnegie Investment Counsel$14.5M1
288ISTHMUS PARTNERS, LLC$14.4M1
289Biondo Investment Advisors, LLC$14.3M1
290GLENMEDE TRUST CO NA$14.3M1
291Buck Wealth Strategies, LLC$14.3M1
292Pictet Asset Management Holding SA$14.3M1
293WESTWOOD HOLDINGS GROUP INC$14.3M1
294Bensler, LLC$14.1M1
295OREGON PUBLIC EMPLOYEES RETIREMENT FUND$14.0M1
296FIL Ltd$14.0M1
297Stockman Wealth Management, Inc.$13.9M1
298OLD NATIONAL BANCORP /IN/$13.9M1
299HANCOCK WHITNEY CORP$13.8M1
300Great Lakes Retirement, Inc.$13.3M1
301SCOTIA CAPITAL INC.$13.2M1
302Merit Financial Group, LLC$13.1M1
303MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$13.0M1
304TD Waterhouse Canada Inc.$13.0M1
305SummitTX Capital, L.P.$12.9M1
306ARGENT CAPITAL MANAGEMENT LLC$12.9M1
307LEVEL FOUR ADVISORY SERVICES, LLC$12.9M1
308Lighthouse Investment Partners, LLC$12.9M1
309Empower Advisory Group, LLC$12.9M1
310Summit Trail Advisors, LLC$12.8M1
311Sequoia Financial Advisors, LLC$12.8M1
312Concurrent Investment Advisors, LLC$12.7M1
313MEEDER ASSET MANAGEMENT INC$12.3M1
314DAVENPORT & Co LLC$12.3M1
315RBO & CO LLC$12.3M1
316JOHNSON INVESTMENT COUNSEL INC$12.3M1
317SageGuard Financial Group, LLC$12.2M1
318EP Wealth Advisors, LLC$12.1M1
319Linscomb Wealth, Inc.$12.0M1
320Perigon Wealth Management, LLC$11.9M1
321Soltis Investment Advisors LLC$11.9M1
322CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$11.8M1
323CWA Asset Management Group, LLC$11.6M1
324REGIONS FINANCIAL CORP$11.6M1
325JAMISON PRIVATE WEALTH MANAGEMENT, INC.$11.6M1
326Bedell Frazier Investment Counselling, LLC$11.5M1
327Focus Partners Advisor Solutions, LLC$11.4M1
328JANE STREET GROUP, LLC$11.4M1
329Traynor Capital Management, Inc.$11.4M1
330Visionary Wealth Advisors$11.4M1
331GREAT LAKES ADVISORS, LLC$11.3M1
332GW HENSSLER & ASSOCIATES LTD$11.1M1
333BRADLEY FOSTER & SARGENT INC/CT$11.0M1
334Pine Valley Investments Ltd Liability Co$11.0M1
335Federation des caisses Desjardins du Quebec$10.9M1
336CULLINAN ASSOCIATES INC$10.9M1
337Kingsview Wealth Management, LLC$10.8M1
338Wills Financial Group LLC$10.7M1
339Hennion & Walsh Asset Management, Inc.$10.6M1
340Campion Asset Management$10.5M1
341Ironwood Investment Counsel, LLC$10.5M1
342Destination Wealth Management$10.4M1
343CONSOLIDATED CAPITAL MANAGEMENT, LLC$10.4M1
344IQ EQ FUND MANAGEMENT (IRELAND) Ltd$10.3M1
345LEAVELL INVESTMENT MANAGEMENT, INC.$10.3M1
346S.E.E.D. Planning Group LLC$10.3M1
347Aptus Capital Advisors, LLC$10.3M1
348DONALDSON CAPITAL MANAGEMENT, LLC$10.3M1
349Venture Visionary Partners LLC$10.3M1
350HB Wealth Management, LLC$10.2M1
351GRIMES & Co WEALTH MANAGEMENT, LLC$10.2M1
352IFM Investors Pty Ltd$10.2M1
353Azimuth Capital Investment Management LLC$10.2M1
354INTACT INVESTMENT MANAGEMENT INC.$10.2M1
355MANNING & NAPIER ADVISORS LLC$10.1M1
356Abacus FCF Advisors LLC$10.0M1
357Aviance Capital Partners, LLC$9.9M1
358Avantax Planning Partners, Inc.$9.9M1
359BURNEY CO/$9.8M1
360Osmosis Investment Management UK Ltd$9.7M1
361Rockbridge Asset Management LLC$9.6M1
362LOWE BROCKENBROUGH & CO INC$9.4M1
363LYNCH & ASSOCIATES/IN$9.4M1
364ARS Wealth Advisors Group, LLC$9.4M1
365CI INVESTMENTS INC.$9.4M1
366Independent Advisor Alliance$9.3M1
367Werlinich Asset Management, LLC$9.2M1
368Greystone Financial Group, LLC$9.2M1
369CHOREO, LLC$9.2M1
370Red Door Wealth Management, LLC$9.1M1
371Freestone Capital Holdings, LLC$9.1M1
372SCHULHOFF & CO INC$9.1M1
373Founders Capital Management$9.1M1
374Investment Management Corp of Ontario$9.0M1
375EagleClaw Capital Managment, LLC$8.6M1
376World Investment Advisors$8.6M1
377NAPLES GLOBAL ADVISORS, LLC$8.6M1
378FOUNDERS CAPITAL MANAGEMENT, LLC$8.6M1
379Columbus Macro, LLC$8.6M1
380BCWM, LLC$8.5M1
381YOUSIF CAPITAL MANAGEMENT, LLC$8.4M1
382HBK Sorce Advisory LLC$8.4M1
383Stablepoint Partners, LLC$8.4M1
384U.S. Capital Wealth Advisors, LLC$8.3M1
385Summit Financial Wealth Advisors, LLC$8.3M1
386UMB Bank, n.a.$8.3M1
387Telos Capital Management, Inc.$8.3M1
388Sterling Capital Management LLC$8.2M1
389Morningstar Investment Management LLC$8.2M1
390Sterling Investment Advisors, Ltd.$8.2M1
391Clearstead Advisors, LLC$8.2M1
392Lafayette Investments, Inc.$8.2M1
393Stokes Capital Advisors, LLC$8.1M1
394Alphadyne Asset Management LP$8.1M1
395Norinchukin Bank, The$8.1M1
396COURIER CAPITAL LLC$8.0M1
397Monolith Management Ltd$8.0M1
398L & S Advisors Inc$8.0M1
399PERRYMAN FINANCIAL ADVISORY INC /AD$7.9M1
400ARIEL INVESTMENTS, LLC$7.9M1
401HUDSON EDGE INVESTMENT PARTNERS INC.$7.9M1
402Capital Investment Counsel, Inc$7.9M1
403SMITHBRIDGE ASSET MANAGEMENT INC/DE$7.8M1
404QRG CAPITAL MANAGEMENT, INC.$7.8M1
405Rayburn West Financial Services LLC$7.8M1
406NEW ENGLAND ASSET MANAGEMENT INC$7.8M1
407CENTRAL TRUST Co$7.6M1
408Horrell Capital Management, Inc.$7.6M1
409DIVERSIFY WEALTH MANAGEMENT, LLC$7.5M1
410WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$7.5M1
411Wealthcare Advisory Partners LLC$7.4M1
412Mutual Advisors, LLC$7.4M1
413MIZUHO SECURITIES USA LLC$7.4M1
414Gradient Investments LLC$7.3M1
415GUGGENHEIM CAPITAL LLC$7.3M1
416BUILDER INVESTMENT GROUP INC /ADV$7.3M1
417Kesler, Norman & Wride, LLC$7.3M1
418Victrix Investment Advisors$7.3M1
419Apriem Advisors$7.3M1
420Callan Family Office, LLC$7.2M1
421BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$7.2M1
422CLIFFORD SWAN INVESTMENT COUNSEL LLC$7.2M1
423Apollon Wealth Management, LLC$7.1M1
424SMA Capital LLC$7.1M1
425MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$7.1M1
426Vontobel Holding Ltd.$7.1M1
427Rossmore Private Capital$7.1M1
428Stratos Wealth Partners, LTD.$7.1M1
429FIDUCIARY TRUST CO$7.0M1
430HARTFORD INVESTMENT MANAGEMENT CO$7.0M1
431TRUST CO OF TOLEDO NA /OH/$6.9M1
432Titan Wealth (CI) Ltd$6.9M1
433Chronos Wealth Management, LLC$6.9M1
434Northwest Bancshares, Inc.$6.8M1
435Trifecta Capital Advisors, LLC$6.8M1
436OMERS ADMINISTRATION Corp$6.8M1
437Bridgewater Associates, LP$6.8M1
438Johnson Financial Group, Inc.$6.8M1
439Atom Investors LP$6.7M1
440Orion Porfolio Solutions, LLC$6.6M1
441BARTLETT & CO. WEALTH MANAGEMENT LLC$6.5M1
442KEATING INVESTMENT COUNSELORS INC$6.5M1
443Amova Asset Management Americas, Inc.$6.3M1
444Jackson Hole Capital Partners, LLC$6.3M1
445Maryland State Retirement & Pension System$6.3M1
446DRW Securities, LLC$6.2M1
447Meiji Yasuda Asset Management Co Ltd.$6.2M1
448B & T Capital Management DBA Alpha Capital Management$6.2M1
449FOUNDATIONS INVESTMENT ADVISORS, LLC$6.2M1
450One Capital Management, LLC$6.1M1
4511834 INVESTMENT ADVISORS CO$6.1M1
452Tower Research Capital LLC (TRC)$6.1M1
453ELEMENT CAPITAL MANAGEMENT LLC$6.0M1
454Concord Wealth Partners$6.0M1
455Pinnacle Wealth Management Advisory Group, LLC$6.0M1
456WealthPlan Investment Management, LLC$6.0M1
457Gold Investment Management Ltd.$6.0M1
458GLOBALT Investments LLC / GA$6.0M1
459Prospera Financial Services Inc$6.0M1
460Themes Management Co LLC$5.9M1
461Glass Wealth Management Co LLC$5.9M1
462BOOTHBAY FUND MANAGEMENT, LLC$5.9M1
463MEYER HANDELMAN CO$5.8M1
464Journey Advisory Group, LLC$5.8M1
465PETREDIS INVESTMENT ADVISORS LLC$5.8M1
466CVFG LLC$5.8M1
467Parallax Volatility Advisers, L.P.$5.8M1
468IHT Wealth Management, LLC$5.7M1
469Concord Asset Management, LLC/VA$5.7M1
470McGuire Investment Group, LLC$5.7M1
471HAMEL ASSOCIATES, INC.$5.6M1
472F/m Investments LLC$5.6M1
473UNITED CAPITAL FINANCIAL ADVISORS, LLC$5.6M1
474Shepherd Financial Partners LLC$5.6M1
475NOMURA HOLDINGS INC$5.6M1
476Dynamic Advisor Solutions LLC$5.5M1
477Retirement Planning Group, LLC$5.5M1
478Savant Capital, LLC$5.5M1
479Fisher Asset Management, LLC$5.5M1
480OneDigital Investment Advisors LLC$5.5M1
481Coastal Bridge Advisors, LLC$5.4M1
482NORTHEAST INVESTMENT MANAGEMENT$5.4M1
483FLPUTNAM INVESTMENT MANAGEMENT CO$5.4M1
484GREAT VALLEY ADVISOR GROUP, INC.$5.4M1
485Cornerstone Wealth Management, LLC$5.3M1
486MGO ONE SEVEN LLC$5.3M1
487RITHOLTZ WEALTH MANAGEMENT$5.3M1
488Core Alternative Capital$5.3M1
489Empirical Finance, LLC$5.3M1
490Patrick Mauro Investment Advisor, INC.$5.3M1
491MOTCO$5.3M1
492Y.D. More Investments Ltd$5.2M1
493Jacobi Capital Management LLC$5.2M1
494Family Legacy, Inc.$5.2M1
495GREENLEAF TRUST$5.2M1
496Atria Investments, Inc$5.2M1
497NBT BANK, N.A.$5.1M1
498Barbara Oil Co.$5.1M1
499Brooklyn Investment Group$5.1M1
500UNIVEST FINANCIAL Corp$5.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 3 sell
Congress net ($ bound)−$78.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LMT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming LMT
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for LMT · financials and macro

Financials — as filed PLANNED

LMT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LMT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing