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 3,002 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 $80.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
18,077
shares
|
$8.51 Million
0.06% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
17,830
shares
|
$8.39 Million
0.77% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
17,637
shares
|
$8.3 Million
0.15% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
17,617
shares
|
$8.29 Million
0.29% of portfolio
|
Q4 2025
Reduced 3.04%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
17,616
shares
|
$8.29 Million
2.95% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
17,588
shares
|
$8.28 Million
0.28% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
17,584
shares
|
$8.28 Million
0.29% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
17,477
shares
|
$8.23 Million
0.03% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
17,472
shares
|
$8.23 Million
0.64% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
17,467
shares
|
$8.22 Million
0.45% of portfolio
|
Q4 2025
Added 7.72%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
17,416
shares
|
$8.2 Million
0.91% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
17,398
shares
|
$8.19 Million
6.17% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
17,358
shares
|
$8.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
17,326
shares
|
$8.16 Million
0.25% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
17,323
shares
|
$8.16 Million
0.06% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Nov 12, 2025 Q3 2025 |
17,253
shares
|
$8.12 Million
5.08% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
17,244
shares
|
$8.12 Million
0.37% of portfolio
|
Q3 2025
Reduced 13.26%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
17,150
shares
|
$8.07 Million
0.61% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
17,130
shares
|
$8.06 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
17,100
shares
|
$8.05 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Hgk Asset Management Inc
|
Oct 30, 2025 Q3 2025 |
17,017
shares
|
$8.01 Million
1.38% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
17,000
shares
|
$8 Million
0.51% of portfolio
|
Q3 2020
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
16,938
shares
|
$7.97 Million
0.06% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,815
shares
|
$7.92 Million
1.41% of portfolio
|
Q3 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,810
shares
|
$7.91 Million
0.04% of portfolio
|
Q2 2023
Reduced 59.65%
|
|