# Northrop Grumman (NOC): value investors who own it

1 value investor held Northrop Grumman in their Q3 2026 13F, led by Yacktman Asset Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Yacktman Asset Management | 1.2% | $101m | Added +1.7% | 22 |
| Horizon Kinetics | 0.0% | $0k | Sold out | 3 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 31 | $17k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 19 | $10k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 11 | $6k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 10 | $5k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 8 | $4k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 6 | $3k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 4 | $2k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 2 | $1k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 2 | $1k |
| 2026-08-03 | WELSH MARK A III | Director | Sold | 2 | $1k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Fund | Yacktman Asset Management | 0.9% | $66.2m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 0.6% | $17.8m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/noc). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.