Lockheed Martin (LMT) Institutional Ownership

$467.98
+1.82 (+0.39%)
(As of 01:59 PM ET)

Institutional Ownership Changes (13F Filings) for Lockheed Martin (NYSE:LMT)

Current
Institutional Ownership
Percentage
74.19%
Number of
Institutional Buyers
(last 12 months)
1585
Total
Institutional Inflows
(last 12 months)
$6.45B
Number of
Institutional Sellers
(last 12 months)
1322
Total
Institutional Outflows
(last 12 months)
$8.20B
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LMT Institutional Buying and Selling by Quarter

Lockheed Martin Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Alpha Family Trust470$214K0.1%N/A0.000%
5/9/2024D Orazio & Associates Inc.11,338$5.16M0.8%+14.5%0.005%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.266,644$121.29M0.2%+17.8%0.111%
5/9/2024Fortis Capital Advisors LLC1,324$602K0.3%+26.3%0.001%
5/9/2024Texas Yale Capital Corp.2,058$936K0.0%+3.0%0.001%
5/9/2024Angeles Wealth Management LLC808$368K0.0%+14.3%0.000%
5/9/2024Interchange Capital Partners LLC464$214K0.1%N/A0.000%
5/9/2024State Board of Administration of Florida Retirement System247,459$116.98M0.2%+8.2%0.103%
5/9/2024Dearborn Partners LLC2,218$1.01M0.0%-4.3%0.001%
5/9/2024Miramar Capital LLC21,765$10.16M2.5%+9.9%0.009%
5/9/2024Rogco LP2,307$1.05M0.4%+3.9%0.001%
5/9/2024Koshinski Asset Management Inc.5,473$2.49M0.3%+25.7%0.002%
5/8/2024William Allan Corp3,719$1.69M1.1%+8.4%0.002%
5/8/2024Entropy Technologies LP10,570$4.81M0.5%+213.6%0.004%
5/8/2024Edmond DE Rothschild Holding S.A.65$30K0.0%N/A0.000%
5/8/2024Cozad Asset Management Inc.789$359K0.0%-6.1%0.000%
5/8/2024MAI Capital Management39,326$17.89M0.2%-1.5%0.016%
5/8/2024Advisors Preferred LLC875$396K0.1%-11.6%0.000%
5/8/2024Bleakley Financial Group LLC5,810$2.64M0.1%-4.9%0.002%
5/8/2024Great Diamond Partners LLC3,228$1.47M0.3%-3.2%0.001%
5/8/2024ProShare Advisors LLC31,806$14.47M0.0%-4.0%0.013%
5/8/2024Cognios Beta Neutral Large Cap Fund LP1,284$584K0.8%-6.4%0.001%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS47,212$21.48M0.1%-2.4%0.020%
5/8/2024Avantax Advisory Services Inc.40,376$18.37M0.2%+4.2%0.017%
5/8/2024US Bancorp DE157,491$71.64M0.1%-0.8%0.066%
5/8/2024Hohimer Wealth Management LLC6,373$2.90M0.7%-19.6%0.003%
5/8/2024Russell Investments Group Ltd.54,030$24.58M0.0%+10.1%0.023%
5/8/2024 Qsemble Capital Management LP4,147$1.89M0.4%-37.5%0.002%
5/8/2024 QRG Capital Management Inc.30,867$14.04M0.2%-5.4%0.013%
5/8/2024 Headlands Technologies LLC1,603$729K0.2%+162.8%0.001%
5/8/2024 Legacy Capital Group California Inc.865$393K0.1%+17.1%0.000%
5/8/2024 New Republic Capital LLC845$387K0.2%-4.9%0.000%
5/8/2024 Williams Jones Wealth Management LLC.8,444$3.84M0.0%+13.0%0.004%
5/8/2024 Delta Financial Advisors LLC1,347$613K0.2%+6.1%0.001%
5/8/2024 Thoroughbred Financial Services LLC4,499$2.05M0.2%-40.2%0.002%
5/7/2024 Verus Capital Partners LLC2,023$920K0.1%-3.6%0.001%
5/7/2024 NorthRock Partners LLC2,031$924K0.1%+10.3%0.001%
5/7/2024 Choate Investment Advisors1,427$649K0.0%-65.8%0.001%
5/7/2024 Abbrea Capital LLC1,534$698K0.1%+7.1%0.001%
5/7/2024 Sei Investments Co.44,547$20.25M0.0%-8.2%0.019%
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5/7/2024 Redmond Asset Management LLC2,626$1.20M0.4%+6.1%0.001%
5/7/2024 GW Henssler & Associates Ltd.37,915$17.25M1.0%+6.4%0.016%
5/7/2024 Chilton Capital Management LLC688$313K0.0%-9.9%0.000%
5/7/2024 Keudell Morrison Wealth Management1,738$790K0.2%+4.5%0.001%
5/7/2024 Atomi Financial Group Inc.1,827$831K0.1%+2.0%0.001%
5/7/2024 Anchor Capital Advisors LLC27,884$12.68M0.3%-3.5%0.012%
5/7/2024 Montag A & Associates Inc.8,279$3.77M0.2%-1.5%0.003%
5/7/2024 TCI Wealth Advisors Inc.1,936$881K0.1%-32.7%0.001%
5/7/2024 Primoris Wealth Advisors LLC8,878$4.04M3.2%-0.4%0.004%
5/7/2024 WealthPLAN Partners LLC10,448$4.75M0.5%+2.8%0.004%
5/7/2024 Keating Investment Counselors Inc.13,402$6.10M2.0%-24.2%0.006%
5/7/2024 CarsonAllaria Wealth Management Ltd.171$78K0.0%-18.2%0.000%
5/7/2024 KCM Investment Advisors LLC5,654$2.57M0.1%-1.8%0.002%
5/7/2024 Facet Wealth Inc.487$225K0.0%N/A0.000%
5/7/2024 Hyman Charles D43,196$19.65M1.1%-1.0%0.018%
5/7/2024 Highland Capital Management LLC6,586$3.00M0.2%-0.9%0.003%
5/7/2024 Capital Wealth Planning LLC1,021$465K0.0%-23.5%0.000%
5/7/2024 Benedetti & Gucer Inc.650$296K0.1%-19.7%0.000%
5/7/2024 Oppenheimer Asset Management Inc.24,832$11.30M0.2%-22.7%0.010%
5/7/2024 PFG Advisors3,116$1.42M0.1%+14.9%0.001%
5/7/2024 Oppenheimer & Co. Inc.38,913$17.70M0.3%+2.1%0.016%
5/7/2024 Meixler Investment Management Ltd.6,984$3.18M2.4%+1.7%0.003%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,128$513K0.0%-9.0%0.000%
5/7/2024 Obermeyer Wood Investment Counsel Lllp75,119$34.17M2.0%+1.7%0.031%
5/7/2024 Nuance Investments LLC39,957$18.18M0.5%N/A0.017%
5/7/2024 Brooklyn Investment Group1,449$656K0.3%-19.6%0.001%
5/7/2024 Hilltop National Bank2,508$1.14M0.4%N/A0.001%
5/7/2024 Wealthspire Advisors LLC2,970$1.35M0.0%+4.4%0.001%
5/7/2024 Insight Advisors LLC PA1,457$663K0.1%+95.6%0.001%
5/7/2024 Howard Wealth Management LLC600$273K0.2%-6.1%0.000%
5/7/2024 Retirement Planning Co of New England Inc.1,361$619K0.3%-53.4%0.001%
5/7/2024 SG Americas Securities LLC83,442$37.96M0.2%+282.0%0.035%
5/7/2024 Empowered Funds LLC26,957$12.26M0.2%+118.7%0.011%
5/7/2024 Sciencast Management LP2,039$927K0.6%N/A0.001%
5/6/2024 Quantbot Technologies LP6,513$2.96M0.2%+125.1%0.003%
5/6/2024 LSV Asset Management489,147$222.50M0.5%+15.9%0.204%
5/6/2024 Envestnet Portfolio Solutions Inc.29,794$13.55M0.1%+7.1%0.012%
5/6/2024 Empirical Finance LLC8,420$3.83M0.2%+3.2%0.004%
5/6/2024 ORG Partners LLC178$81K0.2%-92.7%0.000%
5/6/2024 Duality Advisers LP8,337$3.79M0.4%+118.4%0.003%
5/6/2024 CFO4Life Group LLC1,674$761K0.1%-1.5%0.001%
5/6/2024 Gallacher Capital Management LLC2,092$952K0.5%+12.8%0.001%
5/6/2024 Capital City Trust Co. FL4,355$1.98M0.6%+3.4%0.002%
5/6/2024 Advisory Services Network LLC29,528$13.43M0.3%+8.1%0.012%
5/6/2024 Manchester Capital Management LLC1,013$461K0.1%+6.6%0.000%
5/6/2024 TFG Advisers LLC2,886$1.31M0.5%-2.2%0.001%
5/6/2024 Bard Financial Services Inc.27,114$12.33M1.3%+0.2%0.011%
5/6/2024 Advisory Alpha LLC2,176$990K0.0%+13.0%0.001%
5/6/2024 Cohen Capital Management Inc.452$206K0.0%N/A0.000%
5/6/2024 Texas Permanent School Fund Corp44,455$20.22M0.2%-2.5%0.019%
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5/4/2024 McClarren Financial Advisors Inc.910$414K0.1%+444.9%0.000%
5/4/2024 Geneos Wealth Management Inc.1,904$866K0.0%+1.8%0.001%
5/4/2024 9258 Wealth Management LLC2,771$1.26M0.2%-4.4%0.001%
5/4/2024 Valley Wealth Managers Inc.8,717$3.97M0.3%-4.0%0.004%
5/4/2024 Team Hewins LLC2,476$1.13M0.2%-3.1%0.001%
5/4/2024 Commonwealth Retirement Investments LLC10,949$4.98M2.4%+3.6%0.005%
5/4/2024 Csenge Advisory Group4,908$2.23M0.1%-5.5%0.002%
5/3/2024 Signaturefd LLC4,599$2.09M0.0%-16.6%0.002%
5/3/2024 FDx Advisors Inc.4,022$1.83M0.3%-11.3%0.002%
5/3/2024 Integris Wealth Management LLC1,550$705K0.2%-2.9%0.001%
(Data available from 1/1/2016 forward)

LMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LMT shares?

During the previous two years, 2,632 institutional investors and hedge funds held shares of Lockheed Martin. The most heavily invested institutionals were State Street Corp ($17.45B), Vanguard Group Inc. ($9.12B), BlackRock Inc. ($6.65B), Charles Schwab Investment Management Inc. ($2.53B), Capital World Investors ($2.28B), FMR LLC ($2.18B), and Morgan Stanley ($2.07B).Learn more on LMT's institutional investors.

What percentage of Lockheed Martin stock is owned by institutional investors?

74.19% of Lockheed Martin stock is owned by institutional investors. Learn more on LMT's institutional investor holdings.

Which institutional investors have been buying Lockheed Martin stock?

Of the 2,290 institutional investors that purchased Lockheed Martin stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital World Investors ($2.56M), Vanguard Group Inc. ($2.30M), GQG Partners LLC ($2.04M), FMR LLC ($1.95M), International Assets Investment Management LLC ($1.68M), Envestnet Asset Management Inc. ($1.26M), and Bank of Montreal Can ($1.04M).

How much institutional buying is happening at Lockheed Martin?

Institutional investors have bought a total of 36,777,385 shares in the last 24 months. This purchase volume represents approximately $16.36B in transactions.

Which Lockheed Martin major shareholders have been selling company stock?

Of the 1,823 institutional investors that sold Lockheed Martin stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($3.94M), Capital World Investors ($2.69M), Massachusetts Financial Services Co. MA ($2.36M), Capital Research Global Investors ($2.21M), FMR LLC ($1.48M), State Street Corp ($1.23M), and GQG Partners LLC ($1.13M).

How much institutional selling is happening at Lockheed Martin?

Institutional investors have sold a total of 35,303,096 shares in the last 24 months. This volume of shares sold represents approximately $15.64B in transactions.


This page (NYSE:LMT) was last updated on 5/9/2024 by MarketBeat.com Staff

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