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 2,935 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 $79.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
22,667
shares
|
$10.4 Million
1.45% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
22,564
shares
|
$10.4 Million
0.44% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
22,552
shares
|
$10.4 Million
0.94% of portfolio
|
Q1 2025
Reduced 28.6%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
22,512
shares
|
$10.4 Million
2.57% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
22,366
shares
|
$10.3 Million
0.38% of portfolio
|
Q1 2025
Added 123.15%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
22,248
shares
|
$10.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 60.33%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
22,175
shares
|
$10.2 Million
1.3% of portfolio
|
Q1 2025
Added 302.74%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,791
shares
|
$10 Million
3.5% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
21,725
shares
|
$10 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
21,700
shares
|
$9.99 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
21,528
shares
|
$9.91 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,494
shares
|
$9.9 Million
0.69% of portfolio
|
Q2 2022
Added 2.09%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
21,283
shares
|
$9.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
21,230
shares
|
$9.78 Million
0.34% of portfolio
|
Q1 2025
Added 91.0%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
21,203
shares
|
$9.76 Million
4.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
21,198
shares
|
$9.76 Million
1.38% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
21,172
shares
|
$9.75 Million
4.81% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
20,859
shares
|
$9.61 Million
0.39% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
20,823
shares
|
$9.59 Million
0.19% of portfolio
|
Q1 2025
Reduced 59.68%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
20,803
shares
|
$9.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 32.48%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
20,735
shares
|
$9.55 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
20,658
shares
|
$9.51 Million
0.02% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
20,603
shares
|
$9.49 Million
1.2% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
20,544
shares
|
$9.46 Million
1.74% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
20,487
shares
|
$9.43 Million
3.05% of portfolio
|
Q2 2025
Added 6.22%
|