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 2,983 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 $81.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
23,626
shares
|
$11.2 Million
0.05% of portfolio
|
Q2 2025
Added 38.64%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
23,600
shares
|
$11.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.6%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
23,203
shares
|
$11 Million
1.43% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
23,188
shares
|
$11 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
23,101
shares
|
$10.9 Million
0.43% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
23,095
shares
|
$10.9 Million
2.73% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
22,889
shares
|
$10.8 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
22,885
shares
|
$10.8 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
22,682
shares
|
$10.7 Million
1.24% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
22,532
shares
|
$10.7 Million
1.65% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,518
shares
|
$10.7 Million
0.12% of portfolio
|
Q2 2025
Added 73.74%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
22,028
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,791
shares
|
$10.3 Million
3.5% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
21,502
shares
|
$10.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,494
shares
|
$10.2 Million
0.69% of portfolio
|
Q2 2022
Added 2.09%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
21,412
shares
|
$10.1 Million
4.3% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
21,358
shares
|
$10.1 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
21,310
shares
|
$10.1 Million
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
21,198
shares
|
$10 Million
1.38% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
21,172
shares
|
$10 Million
4.81% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
21,160
shares
|
$10 Million
1.71% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,026
shares
|
$9.95 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
20,771
shares
|
$9.83 Million
0.06% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
20,735
shares
|
$9.81 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
20,603
shares
|
$9.75 Million
1.2% of portfolio
|
Q2 2025
Added 1.34%
|