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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
615
shares
|
$290,968
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
614
shares
|
$290,495
0.02% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
613
shares
|
$290,022
0.09% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
613
shares
|
$290,022
0.26% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
612
shares
|
$289,549
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
610
shares
|
$288,603
0.06% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
609
shares
|
$288,130
0.09% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
609
shares
|
$288,130
0.04% of portfolio
|
Q2 2025
Reduced 31.19%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
608
shares
|
$287,656
0.09% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
608
shares
|
$287,656
0.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
608
shares
|
$287,656
0.16% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
606
shares
|
$286,710
0.13% of portfolio
|
Q2 2022
Reduced 23.39%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
605
shares
|
$286,237
0.05% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
605
shares
|
$286,237
0.04% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
605
shares
|
$286,237
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
603
shares
|
$285,291
0.14% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
602
shares
|
$284,818
0.12% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
602
shares
|
$284,818
0.05% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
601
shares
|
$284,345
0.05% of portfolio
|
Q2 2025
Added 32.09%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
600
shares
|
$283,872
0.07% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
600
shares
|
$283,872
0.03% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
600
shares
|
$283,872
0.14% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
599
shares
|
$283,398
0.02% of portfolio
|
Q2 2025
Added 80.97%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
599
shares
|
$283,398
0.2% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
598
shares
|
$282,925
0.09% of portfolio
|
Q2 2025
New holding
|