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 |
|---|---|---|---|---|---|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
511
shares
|
$241,764
0.15% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
510
shares
|
$241,291
0.33% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
509
shares
|
$240,818
0.03% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
508
shares
|
$240,344
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
508
shares
|
$240,344
0.11% of portfolio
|
Q2 2025
Reduced 32.27%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
507
shares
|
$239,871
0.03% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
507
shares
|
$239,871
0.44% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
505
shares
|
$238,925
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
505
shares
|
$238,925
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
504
shares
|
$238,452
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
504
shares
|
$238,452
0.03% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
504
shares
|
$238,452
0.02% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
503
shares
|
$237,979
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
503
shares
|
$237,979
0.08% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
503
shares
|
$237,979
0.17% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
502
shares
|
$237,506
0.05% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
502
shares
|
$237,506
0.07% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
501
shares
|
$237,033
0.14% of portfolio
|
Q4 2022
Reduced 75.1%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
501
shares
|
$237,033
0.13% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
500
shares
|
$236,560
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$236,560
0.05% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
500
shares
|
$236,560
0.07% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
500
shares
|
$236,560
0.15% of portfolio
|
Q2 2025
Reduced 95.1%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
500
shares
|
$236,560
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
499
shares
|
$236,086
0.01% of portfolio
|
Q2 2023
Added 8.71%
|