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 3,001 institutions that hold shares in the stock, with a total of 171 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 |
|---|---|---|---|---|---|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
22,232
shares
|
$10.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
22,156
shares
|
$10.4 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
22,145
shares
|
$10.4 Million
0.4% of portfolio
|
Q4 2025
Reduced 2.09%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
21,951
shares
|
$10.3 Million
1.41% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
21,576
shares
|
$10.2 Million
3.45% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
21,495
shares
|
$10.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,494
shares
|
$10.1 Million
0.69% of portfolio
|
Q2 2022
Added 2.09%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
21,381
shares
|
$10.1 Million
0.26% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
21,180
shares
|
$9.97 Million
4.34% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
21,172
shares
|
$9.97 Million
4.81% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
21,147
shares
|
$9.96 Million
0.65% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
21,021
shares
|
$9.9 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
20,774
shares
|
$9.78 Million
0.75% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
20,751
shares
|
$9.77 Million
2.14% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
20,517
shares
|
$9.66 Million
0.11% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
20,402
shares
|
$9.6 Million
0.52% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
20,303
shares
|
$9.56 Million
0.67% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
20,108
shares
|
$9.47 Million
2.16% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
Oct 30, 2025 Q3 2025 |
20,101
shares
|
$9.46 Million
3.53% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
20,090
shares
|
$9.46 Million
0.08% of portfolio
|
Q4 2025
Reduced 9.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
19,785
shares
|
$9.31 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,730
shares
|
$9.29 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
19,706
shares
|
$9.28 Million
0.26% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
19,640
shares
|
$9.25 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
19,506
shares
|
$9.18 Million
1.11% of portfolio
|
Q3 2025
Reduced 2.39%
|
|