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 2,868 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 $80.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
4,610
shares
|
$2.15 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
4,596
shares
|
$2.14 Million
1.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,584
shares
|
$2.14 Million
1.34% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,579
shares
|
$2.13 Million
0.1% of portfolio
|
Q3 2024
Added 485.55%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
4,558
shares
|
$2.12 Million
0.6% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,533
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,531
shares
|
$2.11 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,519
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2024
Added 30.38%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,517
shares
|
$2.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
4,510
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,509
shares
|
$2.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
4,509
shares
|
$2.1 Million
0.68% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,509
shares
|
$2.1 Million
0.51% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
4,507
shares
|
$2.1 Million
0.42% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
4,491
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
4,479
shares
|
$2.09 Million
2.79% of portfolio
|
Q3 2024
Reduced 14.03%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,473
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,472
shares
|
$2.08 Million
1.36% of portfolio
|
Q3 2024
Added 34.01%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,471
shares
|
$2.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,465
shares
|
$2.08 Million
0.78% of portfolio
|
Q1 2022
Reduced 5.1%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,456
shares
|
$2.08 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
4,433
shares
|
$2.07 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,422
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,409
shares
|
$2.05 Million
0.19% of portfolio
|
Q2 2023
Reduced 0.63%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,409
shares
|
$2.05 Million
0.19% of portfolio
|
Q2 2023
Reduced 0.63%
|