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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
12,503
shares
|
$5.92 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
12,476
shares
|
$5.9 Million
0.09% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
12,429
shares
|
$5.88 Million
0.08% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
12,423
shares
|
$5.88 Million
0.55% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
12,360
shares
|
$5.85 Million
2.23% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
12,334
shares
|
$5.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
12,327
shares
|
$5.83 Million
0.58% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
12,298
shares
|
$5.82 Million
0.15% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
12,250
shares
|
$5.8 Million
1.01% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
12,242
shares
|
$5.79 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
12,097
shares
|
$5.72 Million
0.54% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
12,051
shares
|
$5.7 Million
0.13% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
12,022
shares
|
$5.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
11,996
shares
|
$5.68 Million
1.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
11,961
shares
|
$5.66 Million
0.13% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,890
shares
|
$5.63 Million
0.2% of portfolio
|
Q3 2023
Reduced 0.57%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,864
shares
|
$5.61 Million
1.28% of portfolio
|
Q4 2021
Added 4.7%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,770
shares
|
$5.57 Million
2.88% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
11,737
shares
|
$5.55 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
11,727
shares
|
$5.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,725
shares
|
$5.55 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,710
shares
|
$5.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.13%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
11,709
shares
|
$5.54 Million
0.21% of portfolio
|
Q2 2025
Reduced 54.1%
|
|
|
Keating Investment Counselors Inc
|
Aug 07, 2025 Q2 2025 |
11,708
shares
|
$5.54 Million
2.46% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
11,698
shares
|
$5.53 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.17%
|