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 |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
11,365
shares
|
$5.35 Million
0.62% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
11,360
shares
|
$5.35 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
11,345
shares
|
$5.34 Million
2.83% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
11,305
shares
|
$5.32 Million
0.69% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
11,280
shares
|
$5.31 Million
0.86% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
11,260
shares
|
$5.3 Million
0.57% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
11,254
shares
|
$5.3 Million
0.07% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
11,244
shares
|
$5.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 41.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
11,175
shares
|
$5.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
11,153
shares
|
$5.25 Million
1.31% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
11,134
shares
|
$5.24 Million
0.53% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,093
shares
|
$5.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
10,965
shares
|
$5.16 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
10,965
shares
|
$5.16 Million
1.64% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
10,848
shares
|
$5.11 Million
1.43% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
10,837
shares
|
$5.1 Million
2.01% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
10,805
shares
|
$5.09 Million
0.24% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
10,762
shares
|
$5.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
10,747
shares
|
$5.06 Million
0.59% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
10,723
shares
|
$5.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 62.43%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,710
shares
|
$5.04 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,673
shares
|
$5.02 Million
0.47% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
10,636
shares
|
$5.01 Million
1.87% of portfolio
|
Q4 2025
Reduced 1.66%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
10,629
shares
|
$5 Million
1.72% of portfolio
|
Q1 2024
Added 18.1%
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
10,608
shares
|
$4.99 Million
2.38% of portfolio
|
Q3 2025
Reduced 9.4%
|
|