Institutional Ownership Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT). We have compiled data on the 2,936 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $71.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,912
shares
|
$6.54 Million
3.06% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
15,910
shares
|
$6.53 Million
0.29% of portfolio
|
Q1 2025
Added 63.63%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
15,847
shares
|
$6.51 Million
3.39% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
15,823
shares
|
$6.5 Million
0.51% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
15,811
shares
|
$6.49 Million
0.29% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,758
shares
|
$6.47 Million
0.05% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
15,753
shares
|
$6.47 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,695
shares
|
$6.45 Million
0.17% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
15,633
shares
|
$6.42 Million
0.1% of portfolio
|
Q1 2025
Reduced 33.51%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
15,570
shares
|
$6.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
15,521
shares
|
$6.38 Million
0.25% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
15,501
shares
|
$6.37 Million
0.54% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,459
shares
|
$6.35 Million
0.43% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
15,443
shares
|
$6.34 Million
0.03% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
15,441
shares
|
$6.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,437
shares
|
$6.34 Million
1.27% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,352
shares
|
$6.31 Million
0.06% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
15,344
shares
|
$6.3 Million
0.85% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
15,311
shares
|
$6.29 Million
1.25% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
15,277
shares
|
$6.27 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
15,206
shares
|
$6.25 Million
0.07% of portfolio
|
Q2 2025
Added 117.88%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
15,152
shares
|
$6.22 Million
2.84% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
15,145
shares
|
$6.22 Million
3.83% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
15,123
shares
|
$6.21 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
15,074
shares
|
$6.19 Million
0.11% of portfolio
|
Q2 2025
Added 2.07%
|