Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,419 holders are listed, largest first: 2,419
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $97.0B
holders whose share count rose or who opened the position (new + add), by shares: 1,150
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 170

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

Newest 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: 2 Kevin Hern R–OK-1, Tommy Tuberville R–AL $45K–$150K

filed 2026-07-03 → 2026-10-01 · 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
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-16	Tommy Tuberville Congress	SELL	$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

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

41 members of Congress disclosed LMT — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).