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 |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
1,133
shares
|
$533,393
0.18% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,129
shares
|
$531,510
0.14% of portfolio
|
Q4 2022
Reduced 30.44%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
1,129
shares
|
$531,510
0.28% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
1,126
shares
|
$530,098
0.4% of portfolio
|
Q2 2023
Reduced 47.04%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
1,126
shares
|
$530,098
0.26% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
1,125
shares
|
$529,627
0.07% of portfolio
|
Q4 2022
Reduced 21.05%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
1,123
shares
|
$528,685
0.04% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,123
shares
|
$528,685
0.09% of portfolio
|
Q3 2025
Added 68.37%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
1,121
shares
|
$527,744
0.3% of portfolio
|
Q4 2025
Reduced 8.27%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
1,116
shares
|
$525,390
0.41% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,115
shares
|
$524,919
0.03% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
1,113
shares
|
$523,978
0.1% of portfolio
|
Q1 2024
Added 6.0%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1,113
shares
|
$523,978
0.08% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,112
shares
|
$523,507
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
1,111
shares
|
$523,036
0.09% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
1,107
shares
|
$521,153
0.11% of portfolio
|
Q4 2025
Added 27.83%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,106
shares
|
$520,682
0.09% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
1,103
shares
|
$519,270
0.11% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
1,102
shares
|
$518,799
0.05% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
1,100
shares
|
$517,857
0.08% of portfolio
|
Q3 2025
Reduced 79.63%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
1,100
shares
|
$517,857
0.32% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
1,100
shares
|
$517,857
0.1% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
1,100
shares
|
$517,857
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,098
shares
|
$516,916
0.19% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,096
shares
|
$515,974
0.1% of portfolio
|
Q3 2025
Reduced 4.2%
|
|