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 2,942 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 |
|---|---|---|---|---|---|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
521
shares
|
$213,995
0.06% of portfolio
|
Q2 2023
Added 4.2%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
521
shares
|
$213,995
0.13% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
520
shares
|
$213,584
0.04% of portfolio
|
Q2 2025
Reduced 59.38%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
520
shares
|
$213,584
0.22% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
518
shares
|
$212,763
0.18% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
516
shares
|
$211,941
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
514
shares
|
$211,120
0.16% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
514
shares
|
$211,120
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
511
shares
|
$209,888
0.04% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
511
shares
|
$209,888
0.15% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
510
shares
|
$209,477
0.08% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
510
shares
|
$209,477
0.33% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
509
shares
|
$209,066
0.03% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
508
shares
|
$208,655
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
507
shares
|
$208,245
0.03% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
506
shares
|
$207,834
0.08% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
506
shares
|
$207,834
0.0% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
506
shares
|
$207,834
0.01% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
505
shares
|
$207,423
0.04% of portfolio
|
Q1 2025
Reduced 35.01%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
505
shares
|
$207,423
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
505
shares
|
$207,423
0.19% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
504
shares
|
$207,012
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
504
shares
|
$207,012
0.03% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
504
shares
|
$207,012
0.02% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
503
shares
|
$206,602
0.0% of portfolio
|
Q1 2025
Reduced 60.36%
|