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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
1,185
shares
|
$557,874
0.41% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
1,184
shares
|
$557,403
0.2% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,181
shares
|
$555,991
0.07% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
1,180
shares
|
$555,520
0.04% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,180
shares
|
$555,520
0.07% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
1,176
shares
|
$553,637
0.06% of portfolio
|
Q3 2025
Reduced 28.77%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
1,173
shares
|
$552,224
0.07% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
1,171
shares
|
$551,283
0.28% of portfolio
|
Q4 2025
Added 3.45%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
1,169
shares
|
$550,341
0.07% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,169
shares
|
$550,341
0.04% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,169
shares
|
$550,341
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,168
shares
|
$549,871
0.04% of portfolio
|
Q4 2023
Reduced 31.13%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,165
shares
|
$548,458
0.06% of portfolio
|
Q4 2025
Reduced 8.84%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
1,154
shares
|
$543,280
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
1,154
shares
|
$543,280
0.07% of portfolio
|
Q3 2025
Reduced 94.4%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,149
shares
|
$540,926
0.07% of portfolio
|
Q3 2025
Added 19.19%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,148
shares
|
$540,455
0.32% of portfolio
|
Q3 2025
Added 37.65%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
1,147
shares
|
$539,984
0.22% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,144
shares
|
$538,572
0.05% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,143
shares
|
$538,101
0.01% of portfolio
|
Q3 2025
Reduced 20.74%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
1,141
shares
|
$537,159
0.41% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,137
shares
|
$535,276
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,136
shares
|
$534,806
0.08% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
1,133
shares
|
$533,393
0.27% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
1,133
shares
|
$533,393
0.09% of portfolio
|
Q3 2025
Reduced 83.77%
|
|