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Lockheed Martin (LMT) Institutional Ownership

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$490.60 +3.74 (+0.77%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
74.19%
Number of
Institutional Buyers
(last 12 months)
1559
Total
Institutional Inflows
(last 12 months)
$6.79B
Number of
Institutional Sellers
(last 12 months)
1211
Total
Institutional Outflows
(last 12 months)
$6.59B
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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
1/17/2025 Cerro Pacific Wealth Advisors LLC1,677$815K0.3%-2.0%0.001%
1/17/2025 New Century Financial Group LLC1,056$509K0.2%-26.5%0.000%
1/17/2025 FCG Investment Co5,235$2.54M1.5%+3.5%0.002%
1/17/2025 Veracity Capital LLC3,348$1.63M0.6%+2.3%0.001%
1/17/2025 Secure Asset Management LLC4,274$2.08M0.3%+792.3%0.002%
1/17/2025 Verde Capital Management1,141$555K0.2%-27.3%0.000%
1/17/2025 Red Door Wealth Management LLC10,480$5.09M0.8%+6.6%0.004%
1/17/2025 Madrona Financial Services LLC684$332K0.1%+7.9%0.000%
1/17/2025 Capital Planning Advisors LLC6,405$3.11M0.5%+14.6%0.003%
1/17/2025 Baron Silver Stevens Financial Advisors LLC628$305K0.1%+6.8%0.000%
1/17/2025 Avior Wealth Management LLC1,261$613K0.0%+5.1%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.2,428$1.18M0.1%-4.9%0.001%
1/17/2025 Endeavor Private Wealth Inc.133$65K0.1%N/A0.000%
1/17/2025 Raleigh Capital Management Inc.1,086$528K0.2%+8.2%0.000%
1/17/2025 D.B. Root & Company LLC2,067$1.01M0.3%+2.7%0.001%
1/17/2025 Mutual Advisors LLC11,245$5.48M0.2%-2.0%0.005%
1/17/2025 First PREMIER Bank2,085$1.01M0.3%-4.6%0.001%
1/17/2025 Asset Planning Services Inc. LA ADV16,200$7.87M3.8%+1.3%0.007%
1/17/2025 True North Advisors LLC647$314K0.1%+19.8%0.000%
1/17/2025 Wendell David Associates Inc.7,153$3.48M0.3%+1.2%0.003%
1/17/2025 Traynor Capital Management Inc.15,583$7.57M0.5%+22.8%0.007%
1/17/2025 Wesbanco Bank Inc.22,024$10.70M0.4%+109.8%0.009%
1/17/2025 Janney Montgomery Scott LLC141,970$68.99M0.2%+3.5%0.060%
1/17/2025 Bartlett & CO. Wealth Management LLC15,633$7.60M0.1%+0.9%0.007%
1/17/2025 GoalVest Advisory LLC2,577$1.25M0.3%-2.8%0.001%
1/17/2025 Eagle Capital Management LLC10,827$5.26M2.1%+0.3%0.005%
1/17/2025 SG Americas Securities LLC60,631$29.46M0.1%-6.5%0.026%
1/17/2025 Sharp Financial Services LLC790$384K0.3%+51.1%0.000%
1/17/2025 Park Place Capital Corp1,410$685K0.2%-4.5%0.001%
1/17/2025 Magnus Financial Group LLC5,017$2.44M0.2%+1.6%0.002%
1/17/2025 Daymark Wealth Partners LLC22,057$10.72M0.4%+4.2%0.009%
1/17/2025 Phoenix Wealth Advisors1,129$549K0.2%-2.4%0.000%
1/17/2025 Albion Financial Group UT30,719$14.93M1.0%-1.4%0.013%
1/17/2025 Global Trust Asset Management LLC2,046$994K0.4%-8.5%0.001%
1/17/2025 Advisory Alpha LLC1,990$967K0.0%-7.0%0.001%
1/17/2025 West Branch Capital LLC2,019$981K0.3%+4.1%0.001%
1/17/2025 MBM Wealth Consultants LLC2,929$1.41M0.4%+2.6%0.001%
1/17/2025 Dakota Wealth Management7,590$3.69M0.1%-4.5%0.003%
1/17/2025 Davis Capital Management1,814$881K0.7%-3.1%0.001%
1/17/2025 Barlow Wealth Partners Inc.817$395K0.1%-45.8%0.000%
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1/17/2025 XML Financial LLC8,793$4.27M0.4%-1.0%0.004%
1/17/2025 Nisa Investment Advisors LLC130,787$63.56M0.2%+45.6%0.055%
1/17/2025 Simon Quick Advisors LLC1,079$524K0.0%+14.1%0.000%
1/17/2025 MCF Advisors LLC1,110$539K0.0%-4.0%0.000%
1/17/2025 Perfromance Wealth Partners LLC987$480K0.0%+6.8%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH118,758$57.71M0.3%+15.3%0.050%
1/17/2025 Atomi Financial Group Inc.3,036$1.48M0.1%+7.6%0.001%
1/17/2025 Transform Wealth LLC531$258K0.0%-5.0%0.000%
1/17/2025 Chesley Taft & Associates LLC2,130$1.04M0.0%+2.1%0.001%
1/17/2025 Alpha Cubed Investments LLC29,660$14.41M0.7%-42.0%0.013%
1/16/2025 Charles Schwab Trust Co522$254K0.0%N/A0.000%
1/16/2025 Legal Advantage Investments Inc.3,395$1.65M0.9%-1.5%0.001%
1/16/2025 Crossmark Global Holdings Inc.7,268$3.53M0.1%+2.2%0.003%
1/16/2025 Royal Fund Management LLC6,634$3.28M0.3%+148.3%0.003%
1/16/2025 Reliant Investment Management LLC9,349$4.54M2.0%+4.6%0.004%
1/16/2025 Sugar Maple Asset Management LLC97$47K0.0%N/A0.000%
1/16/2025 Ballentine Partners LLC3,876$1.88M0.0%+2.8%0.002%
1/16/2025 Atwood & Palmer Inc.68,050$33.07M2.3%+0.0%0.029%
1/16/2025 Pure Financial Advisors LLC3,711$1.80M0.0%-3.3%0.002%
1/16/2025 Tudor Financial Inc.1,084$527K0.3%+13.7%0.000%
1/16/2025 New Hampshire Trust3,328$1.62M0.3%-0.8%0.001%
1/16/2025 Koshinski Asset Management Inc.4,600$2.24M0.0%-2.8%0.002%
1/16/2025 Central Bank & Trust Co.3,507$1.70M0.3%-10.1%0.001%
1/16/2025 LaFleur & Godfrey LLC1,156$562K0.1%+18.0%0.000%
1/16/2025 Union Savings Bank1,977$961K0.5%-11.9%0.001%
1/16/2025 Zhang Financial LLC2,059$1.00M0.1%N/A0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB23,356$11.35M0.3%-2.4%0.010%
1/16/2025 Purus Wealth Management LLC2,558$1.24M0.5%-1.2%0.001%
1/16/2025 Penn Davis Mcfarland Inc.47,059$22.87M2.5%+0.3%0.020%
1/16/2025 FLC Capital Advisors994$483K0.1%-4.4%0.000%
1/16/2025 Stokes Capital Advisors LLC12,738$6.19M1.6%+1.7%0.005%
1/16/2025 BigSur Wealth Management LLC3,780$1.84M0.5%-34.6%0.002%
1/16/2025 UMB Bank n.a.16,277$7.91M0.1%-34.7%0.007%
1/16/2025 Access Financial Services Inc.3,436$1.67M0.7%-7.2%0.001%
1/16/2025 Thrive Wealth Management LLC3,841$1.87M0.3%+1.9%0.002%
1/16/2025 Divergent Planning LLC1,009$472K0.2%+62.2%0.000%
1/16/2025 Diversify Advisory Services LLC10,951$5.13M0.3%-9.3%0.005%
1/16/2025 Diversify Wealth Management LLC5,527$2.59M0.2%+38.2%0.002%
1/16/2025 LVW Advisors LLC1,230$598K0.1%+11.1%0.001%
1/16/2025 Gilman Hill Asset Management LLC1,302$633K0.1%-1.9%0.001%
1/16/2025 Smart Money Group LLC1,450$704K0.2%+5.8%0.001%
1/16/2025 Annex Advisory Services LLC483$235K0.0%+19.9%0.000%
1/16/2025 Cascade Investment Group Inc.552$268K0.2%+12.0%0.000%
1/16/2025 Grove Bank & Trust745$362K0.1%+4.9%0.000%
1/16/2025 Brady Martz Wealth Solutions LLC2,613$1.27M0.3%N/A0.001%
1/16/2025 TL Private Wealth1,810$876K0.4%-5.2%0.001%
1/16/2025 My Legacy Advisors LLC1,616$782K0.3%-9.2%0.001%
1/16/2025 Kelly Financial Services LLC1,257$611K0.2%-2.3%0.001%
1/16/2025 Cadinha & Co. LLC1,976$960K0.2%-93.0%0.001%
1/16/2025 Clarius Group LLC1,752$851K0.1%+3.5%0.001%
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1/15/2025 J2 Capital Management Inc1,035$503K0.5%N/A0.000%
1/15/2025 HF Advisory Group LLC1,592$773K0.4%-8.0%0.001%
1/15/2025 Meridian Financial LLC928$451K0.3%-7.3%0.000%
1/15/2025 Aaron Wealth Advisors LLC1,830$889K0.1%-11.8%0.001%
1/15/2025 Portside Wealth Group LLC1,490$724K0.1%-1.7%0.001%
1/15/2025 Wealth Alliance Advisory Group LLC1,660$807K0.2%-5.5%0.001%
1/15/2025 Moss Adams Wealth Advisors LLC531$258K0.0%+10.9%0.000%
1/15/2025 Monarch Capital Management Inc.2,428$1.18M0.3%+11.9%0.001%
1/15/2025 IAM Advisory LLC4,136$2.01M0.5%+1.3%0.002%
1/15/2025 Astoria Portfolio Advisors LLC.2,846$1.38M0.5%+3.4%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, 2,690 institutional investors and hedge funds held shares of Lockheed Martin. The most heavily invested institutionals were State Street Corp ($20.66B), Vanguard Group Inc. ($9.81B), Charles Schwab Investment Management Inc. ($3.71B), Geode Capital Management LLC ($2.82B), Morgan Stanley ($2.07B), FMR LLC ($1.98B), and Capital World Investors ($1.94B).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 2,289 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: International Assets Investment Management LLC ($3.22M), Envestnet Asset Management Inc. ($1.19M), Wulff Hansen & CO. ($1.02M), Osaic Holdings Inc. ($975.68K), Bank of Montreal Can ($828.57K), Charles Schwab Investment Management Inc. ($589.89K), and Los Angeles Capital Management LLC ($481.37K).

How much institutional buying is happening at Lockheed Martin?

Institutional investors have bought a total of 27,312,840 shares in the last 24 months. This purchase volume represents approximately $13.05B in transactions.

Which Lockheed Martin major shareholders have been selling company stock?

Of the 1,810 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: Capital World Investors ($3.45M), Capital Research Global Investors ($2.21M), International Assets Investment Management LLC ($1.57M), FMR LLC ($1.48M), GQG Partners LLC ($1.13M), Envestnet Asset Management Inc. ($944.20K), and Charles Schwab Investment Management Inc. ($884.73K).

How much institutional selling is happening at Lockheed Martin?

Institutional investors have sold a total of 28,724,028 shares in the last 24 months. This volume of shares sold represents approximately $13.45B in transactions.



This page (NYSE:LMT) was last updated on 1/20/2025 by MarketBeat.com Staff
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