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 |
|---|---|---|---|---|---|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
15,123
shares
|
$7.15 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,123
shares
|
$7.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 53.9%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
15,074
shares
|
$7.13 Million
0.11% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
15,051
shares
|
$7.12 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
15,042
shares
|
$7.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
15,039
shares
|
$7.12 Million
0.08% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
15,029
shares
|
$7.11 Million
0.5% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
15,000
shares
|
$7.1 Million
1.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
14,952
shares
|
$7.07 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,942
shares
|
$7.07 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,903
shares
|
$7.05 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
14,850
shares
|
$7.03 Million
0.21% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
14,828
shares
|
$7.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
14,828
shares
|
$7.02 Million
0.43% of portfolio
|
Q4 2024
Added 24.25%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
14,825
shares
|
$7.01 Million
0.39% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
14,763
shares
|
$6.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
14,763
shares
|
$6.98 Million
0.66% of portfolio
|
Q2 2025
Added 1255.65%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
14,719
shares
|
$6.96 Million
0.88% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
14,702
shares
|
$6.96 Million
1.21% of portfolio
|
Q4 2022
Added 0.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
14,688
shares
|
$6.95 Million
0.13% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
14,682
shares
|
$6.95 Million
1.6% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
14,611
shares
|
$6.91 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
14,568
shares
|
$6.89 Million
4.06% of portfolio
|
Q2 2025
Added 46.85%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
14,556
shares
|
$6.89 Million
0.09% of portfolio
|
Q2 2025
Reduced 68.81%
|
|
|
Hgk Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
14,535
shares
|
$6.88 Million
1.16% of portfolio
|
Q2 2025
Added 2.7%
|