Stock ownership · SEC 13F · Q4 2025
LOCKHEED MARTIN CORP
A breakdown of LOCKHEED MARTIN CORP's institutional base (CUSIP 539830109): the holders, the concentration among them, and what changed last quarter.
- $18.4M
- Reported value
- 20
- Institutions
- 80%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, LOCKHEED MARTIN CORP ranks #349 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 20 institutions report $18.4M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 20
- institutions hold it
- $18.4M
- reported 13F value
- 80%
- held by top 5
- #349
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, LOCKHEED MARTIN CORP ranks #349 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 539830109 · Q4 2025 $18M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #349/775
- HOLDERS-NARROW 20 filers
- CONC-DOM 80% top-5
- PHOTO-FINISH VERISK ANALYTICS
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VERISK ANALYTICS INC
Read with: Ownership concentration guide - LOCKHEED MARTIN CORP's top-five holders account for 80% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · LOCKHEED MARTIN CORP
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
LOCKHEED MARTIN CORP vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
20 Top 18% higher than 82% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a LOCKHEED MARTIN CORP position has risen from 10 to 20 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 17,249 | $8.3M | 45.4% |
| 2 | Titan Investment Management LLC | 4,712 | $2.3M | 12.4% |
| 3 | Anchor Investment Management, LLC | 4,071 | $2.0M | 10.7% |
| 4 | FLOYD FINANCIAL GROUP LLC | 1,853 | $1.2M | 6.6% |
| 5 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1,796 | $869K | 4.7% |
| 6 | MidFirst Bank | 1,109 | $536K | 2.9% |
| 7 | KW WEALTH MANAGEMENT LLC | 1,057 | $512K | 2.8% |
| 8 | Tempo Wealth, LLC | 959 | $464K | 2.5% |
| 9 | Oak Grove Capital LLC | 856 | $414K | 2.3% |
| 10 | Astoria Portfolio Advisors LLC. | 557 | $368K | 2.0% |
| 11 | CHELSEA COUNSEL CO | 730 | $353K | 1.9% |
| 12 | J. Stern & Co. LLP | 340,987 | $341K | 1.9% |
| 13 | DGS Capital Management, LLC | 641 | $310K | 1.7% |
| 14 | Barnes Wealth Management Group, Inc | 602 | $291K | 1.6% |
| 15 | Bell Investment Advisors, Inc | 123 | $59K | 0.3% |
| 16 | TD Capital Management LLC | 55 | $27K | 0.1% |
| 17 | Banque Transatlantique SA | 47 | $23K | 0.1% |
| 18 | Strategic Investment Solutions, Inc. /IL | 19 | $9K | 0.1% |
| 19 | Compass Financial Services Inc | 7 | $3K | 0.0% |
| 20 | SG Trading Solutions, LLC | 3,846 | $2K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among LOCKHEED MARTIN CORP's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for LOCKHEED MARTIN CORP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($18.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (20 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.