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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
18,619
shares
|
$7.65 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
18,520
shares
|
$7.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
18,345
shares
|
$7.54 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
18,301
shares
|
$7.52 Million
0.07% of portfolio
|
Q1 2025
Added 36.8%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
May 14, 2025 Q1 2025 |
18,283
shares
|
$7.51 Million
5.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
May 12, 2025 Q1 2025 |
18,187
shares
|
$7.47 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,180
shares
|
$7.47 Million
0.09% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
18,160
shares
|
$7.46 Million
1.4% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
18,143
shares
|
$7.45 Million
0.86% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
18,095
shares
|
$7.43 Million
1.2% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
18,030
shares
|
$7.41 Million
0.16% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
17,996
shares
|
$7.39 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
17,893
shares
|
$7.35 Million
0.07% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
17,829
shares
|
$7.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
17,748
shares
|
$7.29 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
17,626
shares
|
$7.24 Million
0.77% of portfolio
|
Q1 2025
Added 410.16%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
17,616
shares
|
$7.24 Million
2.95% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
17,588
shares
|
$7.22 Million
0.28% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
17,563
shares
|
$7.21 Million
0.31% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
17,533
shares
|
$7.2 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
17,445
shares
|
$7.17 Million
0.23% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
17,395
shares
|
$7.14 Million
0.64% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
17,381
shares
|
$7.14 Million
6.04% of portfolio
|
Q1 2024
Added 14.33%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
17,377
shares
|
$7.14 Million
0.86% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
17,307
shares
|
$7.11 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.04%
|