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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
13,140
shares
|
$6.43 Million
0.12% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,108
shares
|
$6.41 Million
0.46% of portfolio
|
Q4 2023
Added 17.31%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,091
shares
|
$6.4 Million
0.22% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
13,076
shares
|
$6.39 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
13,063
shares
|
$6.39 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
13,041
shares
|
$6.38 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
13,015
shares
|
$6.36 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
13,000
shares
|
$6.36 Million
1.37% of portfolio
|
Q3 2024
Reduced 31.6%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Oct 28, 2024 Q3 2024 |
12,969
shares
|
$6.34 Million
4.89% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
12,941
shares
|
$6.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,878
shares
|
$6.3 Million
0.55% of portfolio
|
Q3 2024
Reduced 53.12%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
12,722
shares
|
$6.22 Million
1.21% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,702
shares
|
$6.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
12,687
shares
|
$6.2 Million
0.46% of portfolio
|
Q3 2024
Added 35.68%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
12,603
shares
|
$6.16 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
12,524
shares
|
$6.12 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
12,508
shares
|
$6.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
12,503
shares
|
$6.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Menlo Advisors LLC
|
Nov 15, 2024 Q3 2024 |
12,380
shares
|
$6.05 Million
3.72% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
12,366
shares
|
$6.05 Million
2.96% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
12,326
shares
|
$6.03 Million
2.27% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
12,313
shares
|
$6.02 Million
0.15% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,306
shares
|
$6.02 Million
0.21% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,288
shares
|
$6.01 Million
0.08% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
12,268
shares
|
$6 Million
0.25% of portfolio
|
Q2 2024
Added 1.03%
|