13F

Stock

Lockheed Martin Corp

LMT · held by 30 managers

Reported value

$371.7M

Holders

30

+0 new · −0 exited

Holders’ est. mark

−$23.9M

Price effect on 20 books still in the name

Largest holder

$317.2M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC710K$317.2M−$22.6MAdded$37M
Sanctuary Advisors, LLC52.1K$23.3MHeld
Pine Valley Investments Ltd Liability Co16.7K$7.44MHeld
Savant Capital, LLC7.18K$3.21MHeld
Kentucky Farm Bureau Mutual Insurance Co7K$3.13M−$274.6KCut−$274.6K
FIRST NATIONAL BANK OF OMAHA6.64K$2.97MHeld
Leonteq Securities AG5.34K$2.37M−$207.8KCut−$83.7K
Flavin Financial Services, Inc.4.62K$2.06M−$167KCut−$4.35K
INDEPENDENT FINANCIAL GROUP, LLC3.27K$1.46MHeld
ELEVATION POINT WEALTH PARTNERS, LLC2.43K$1.09M−$71KAdded$204.6K
Norris Financial Group, LLC2.26K$1.01M−$86KCut−$53.3K
Clark Wealth Partners1.71K$763.8K−$63.2KCut−$17.1K
Prestige Wealth Management Group LLC1.67K$744.4K−$65.1KCut−$62K
CHESAPEAKE ASSET MANAGEMENT LLC1.56K$697.3K−$61.2KCut−$1.55M
Roehl & Yi Investment Advisors, LLC1.24K$554.4K−$48.7KCut−$50.6K
SL ADVISORS, LLC1.24K$551.7K−$48.4KCut−$89.8K
Marex Group plc1.02K$456.1K−$40.1KCut−$7.1M
AEGON ASSET MANAGEMENT UK Plc857$382.6K−$33.8KCut−$33.8K
Severin Investments, LLC774$345.7K−$28.7KCut−$8.64K
LifeWealth Investments, LLC731$326.5KHeld
Nicholas Wealth, LLC.674$301.2KHeld
Nalls Sherbakoff Group, LLC657$293.5KHeld
Henderson Brothers Financial Partners, LLC551$266.6KHeld
BROADWATER CAPITAL MANAGEMENT LLC507$226.5K−$19.9KCut−$19.9K
TUCKER ASSET MANAGEMENT LLC450$201.1KHeld
Evelyn Partners Investment Management LLP253$113K−$9.53KCut−$5.07K
Medallion Wealth Advisors, LLC250$112.2K−$8.57KAdded$4.44K
Catherine Avery Investment Management LLC185$82.6K−$3.73KAdded$36.5K
Evelyn Partners Investment Management Services Ltd128$57.2K−$5.02KCut−$5.02K
Aventura Private Wealth, LLC128$57.2K−$5.02KCut−$5.99K

Positions as of Q1 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.