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 |
|---|---|---|---|---|---|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
6,542
shares
|
$3.08 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,531
shares
|
$3.07 Million
0.1% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
6,500
shares
|
$3.06 Million
0.07% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
6,463
shares
|
$3.04 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
6,462
shares
|
$3.04 Million
0.84% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
6,453
shares
|
$3.04 Million
2.6% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
6,416
shares
|
$3.02 Million
0.2% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
6,408
shares
|
$3.02 Million
0.34% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
6,377
shares
|
$3 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,373
shares
|
$3 Million
0.08% of portfolio
|
Q3 2025
Added 43.12%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
6,371
shares
|
$3 Million
0.3% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,355
shares
|
$2.99 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,348
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
6,340
shares
|
$2.98 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,337
shares
|
$2.98 Million
0.01% of portfolio
|
Q4 2022
Reduced 5.15%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
6,320
shares
|
$2.98 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
6,284
shares
|
$2.96 Million
0.17% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
6,266
shares
|
$2.95 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
6,250
shares
|
$2.94 Million
1.08% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
6,237
shares
|
$2.94 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
6,233
shares
|
$2.93 Million
0.24% of portfolio
|
Q3 2025
Added 45.7%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
6,225
shares
|
$2.93 Million
0.98% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
6,223
shares
|
$2.93 Million
0.28% of portfolio
|
Q3 2025
Added 54.88%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 05, 2025 Q3 2025 |
6,221
shares
|
$2.93 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,215
shares
|
$2.93 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.65%
|
|