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 2,867 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $84.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
15,640
shares
|
$7.65 Million
3.72% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
15,634
shares
|
$7.64 Million
0.08% of portfolio
|
Q3 2024
Added 21.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
15,487
shares
|
$7.57 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
15,474
shares
|
$7.57 Million
0.98% of portfolio
|
Q3 2024
Added 30.73%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,459
shares
|
$7.56 Million
0.43% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
15,425
shares
|
$7.54 Million
1.51% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
15,381
shares
|
$7.52 Million
0.62% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,339
shares
|
$7.5 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
15,270
shares
|
$7.47 Million
0.24% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
15,217
shares
|
$7.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
15,188
shares
|
$7.43 Million
0.78% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
15,159
shares
|
$7.41 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
15,157
shares
|
$7.41 Million
0.23% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
15,130
shares
|
$7.4 Million
5.13% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,113
shares
|
$7.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,093
shares
|
$7.38 Million
0.4% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
15,001
shares
|
$7.34 Million
0.59% of portfolio
|
Q2 2024
Reduced 13.79%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
14,981
shares
|
$7.33 Million
0.39% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
14,874
shares
|
$7.27 Million
2.59% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,822
shares
|
$7.25 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Oct 08, 2024 Q3 2024 |
14,821
shares
|
$7.25 Million
4.21% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
14,779
shares
|
$7.23 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
14,773
shares
|
$7.22 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
14,755
shares
|
$7.21 Million
3.15% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,742
shares
|
$7.21 Million
0.11% of portfolio
|
Q3 2024
Added 10.05%
|