Lockheed Martin (LMT) Institutional Ownership

$470.56
+1.68 (+0.36%)
(As of 05/13/2024 ET)

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

Current
Institutional Ownership
Percentage
74.19%
Number of
Institutional Buyers
(last 12 months)
1532
Total
Institutional Inflows
(last 12 months)
$5.60B
Number of
Institutional Sellers
(last 12 months)
1270
Total
Institutional Outflows
(last 12 months)
$7.32B
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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
5/13/2024UniSuper Management Pty Ltd125,759$57.20M0.6%-2.4%0.052%
5/13/2024Clearbridge Investments LLC59,610$27.12M0.0%-0.2%0.025%
5/13/2024Texas Capital Bank Wealth Management Services Inc958$436K0.0%-94.3%0.000%
5/13/2024O Shaughnessy Asset Management LLC117,944$53.65M0.6%+34.5%0.049%
5/13/2024Ameritas Investment Partners Inc.5,682$2.59M0.1%-1.5%0.002%
5/13/2024Penobscot Investment Management Company Inc.4,779$2.17M0.2%-7.6%0.002%
5/11/2024 Bahl & Gaynor Inc.570,400$259.46M1.4%-6.4%0.238%
5/11/2024 Lcnb Corp2,597$1.18M0.4%-6.5%0.001%
5/11/2024 Trustmark National Bank Trust Department541$246K0.0%-10.4%0.000%
5/11/2024 Davis R M Inc.1,083$492K0.0%-4.1%0.000%
5/11/2024 Resurgent Financial Advisors LLC1,222$556K0.3%-15.0%0.001%
5/11/2024 Alley Investment Management Company LLC35,070$15.95M2.2%+0.1%0.015%
5/11/2024 Covestor Ltd447$203K0.1%+11.2%0.000%
5/11/2024 Beaumont Financial Advisors LLC1,445$657K0.1%+6.2%0.001%
5/11/2024 Cynosure Group LLC748$340K0.1%N/A0.000%
5/11/2024 Hillsdale Investment Management Inc.115$52K0.0%-41.0%0.000%
5/11/2024 Ironwood Investment Counsel LLC14,466$6.58M1.2%+2.3%0.006%
5/11/2024 Catalytic Wealth RIA LLC1,021$464K0.1%+3.1%0.000%
5/11/2024 Jacobi Capital Management LLC7,019$3.19M0.3%-2.3%0.003%
5/11/2024 Edgestream Partners L.P.1,938$882K0.0%-72.1%0.001%
5/11/2024 Strait & Sound Wealth Management LLC1,909$863K0.5%-9.1%0.001%
5/11/2024 Ironsides Asset Advisors LLC740$337K0.1%-11.1%0.000%
5/11/2024 Patten & Patten Inc. TN2,163$984K0.1%-4.8%0.001%
5/10/2024 Ontario Teachers Pension Plan Board5,112$2.33M0.0%N/A0.002%
5/10/2024 Osaic Holdings Inc.133,172$60.68M0.1%-39.9%0.056%
5/10/2024 Acadian Asset Management LLC25,283$11.49M0.0%-66.2%0.011%
5/10/2024 South Street Advisors LLC470$214K0.0%-93.6%0.000%
5/10/2024 TIAA Trust National Association9,811$4.46M0.0%+3.5%0.004%
5/10/2024 Vanguard Group Inc.21,559,461$9.81B0.2%-2.4%8.985%
5/10/2024 Cornerstone Advisors LLC16,500$7.51M0.3%-5.7%0.007%
5/10/2024 Spirepoint Private Client LLC14,489$6.59M1.0%N/A0.006%
5/10/2024 Intech Investment Management LLC64,208$29.21M0.4%+27.9%0.027%
5/10/2024 Hoey Investments Inc.1,851$842K0.2%-23.0%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp166,634$75.79M0.2%-2.1%0.069%
5/10/2024 Pinnacle Wealth Planning Services Inc.1,399$636K0.1%-1.7%0.001%
5/10/2024 First Foundation Advisors3,038$1.38M0.1%-5.5%0.001%
5/10/2024 Tocqueville Asset Management L.P.76,115$34.62M0.6%+6.4%0.032%
5/10/2024 J.Safra Asset Management Corp90$41K0.0%-51.9%0.000%
5/10/2024 Sentry Investment Management LLC1,284$584K0.2%+9.7%0.001%
5/10/2024 TCTC Holdings LLC2,221$1.01M0.0%-6.1%0.001%
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5/10/2024 1ST Source Bank6,144$2.80M0.2%+0.9%0.003%
5/10/2024 Wintrust Investments LLC8,522$3.88M0.3%+9.7%0.004%
5/10/2024 Lindenwold Advisors INC3,283$1.49M0.8%+0.9%0.001%
5/10/2024 Nwam LLC1,371$639K0.1%-3.8%0.001%
5/9/2024 Forum Financial Management LP4,485$2.04M0.0%+1.7%0.002%
5/9/2024 Great Lakes Retirement Inc.5,100$2.32M0.3%-17.0%0.002%
5/9/2024 Dorsey & Whitney Trust CO LLC1,502$683K0.0%-12.3%0.001%
5/9/2024 ProVise Management Group LLC19,772$8.99M0.8%-13.6%0.008%
5/9/2024 Leo Wealth LLC1,173$532K0.1%-3.1%0.000%
5/9/2024 Orion Portfolio Solutions LLC16,421$7.47M0.1%-5.1%0.007%
5/9/2024 Blair William & Co. IL31,819$14.47M0.0%+8.8%0.013%
5/9/2024 Wilkins Investment Counsel Inc.597$272K0.0%N/A0.000%
5/9/2024 Lord Abbett & CO. LLC112,070$50.98M0.2%+1.5%0.047%
5/9/2024 Maple Capital Management Inc.28,002$12.74M1.2%+6.4%0.012%
5/9/2024 HBK Sorce Advisory LLC17,585$8.00M0.3%-0.7%0.007%
5/9/2024 Midwest Professional Planners LTD.8,214$3.74M1.3%+4.0%0.003%
5/9/2024 Kingsview Wealth Management LLC17,369$7.90M0.2%+2.8%0.007%
5/9/2024 Beacon Investment Advisory Services Inc.2,971$1.35M0.1%-6.9%0.001%
5/9/2024 Alpha Family Trust470$214K0.1%N/A0.000%
5/9/2024 D Orazio & Associates Inc.11,338$5.16M0.8%+14.5%0.005%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.266,644$121.29M0.2%+17.8%0.111%
5/9/2024 Fortis Capital Advisors LLC1,324$602K0.3%+26.3%0.001%
5/9/2024 Texas Yale Capital Corp.2,058$936K0.0%+3.0%0.001%
5/9/2024 Angeles Wealth Management LLC808$368K0.0%+14.3%0.000%
5/9/2024 Interchange Capital Partners LLC464$214K0.1%N/A0.000%
5/9/2024 State Board of Administration of Florida Retirement System247,459$116.98M0.2%+8.2%0.103%
5/9/2024 Dearborn Partners LLC2,218$1.01M0.0%-4.3%0.001%
5/9/2024 Miramar Capital LLC21,765$10.16M2.5%+9.9%0.009%
5/9/2024 Rogco LP2,307$1.05M0.4%+3.9%0.001%
5/9/2024 Koshinski Asset Management Inc.5,473$2.49M0.3%+25.7%0.002%
5/8/2024 William Allan Corp3,719$1.69M1.1%+8.4%0.002%
5/8/2024 Entropy Technologies LP10,570$4.81M0.5%+213.6%0.004%
5/8/2024 Edmond DE Rothschild Holding S.A.65$30K0.0%N/A0.000%
5/8/2024 Cozad Asset Management Inc.789$359K0.0%-6.1%0.000%
5/8/2024 MAI Capital Management39,326$17.89M0.2%-1.5%0.016%
5/8/2024 Advisors Preferred LLC875$396K0.1%-11.6%0.000%
5/8/2024 Bleakley Financial Group LLC5,810$2.64M0.1%-4.9%0.002%
5/8/2024 Great Diamond Partners LLC3,228$1.47M0.3%-3.2%0.001%
5/8/2024 ProShare Advisors LLC31,806$14.47M0.0%-4.0%0.013%
5/8/2024 Cognios Beta Neutral Large Cap Fund LP1,284$584K0.8%-6.4%0.001%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS47,212$21.48M0.1%-2.4%0.020%
5/8/2024 Avantax Advisory Services Inc.40,376$18.37M0.2%+4.2%0.017%
5/8/2024 US Bancorp DE157,491$71.64M0.1%-0.8%0.066%
5/8/2024 Hohimer Wealth Management LLC6,373$2.90M0.7%-19.6%0.003%
5/8/2024 Russell 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%
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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%
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%
(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, 2,606 institutional investors and hedge funds held shares of Lockheed Martin. The most heavily invested institutionals were State Street Corp ($17.45B), Vanguard Group Inc. ($9.81B), 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 2,247 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 34,253,491 shares in the last 24 months. This purchase volume represents approximately $15.24B in transactions.

Which Lockheed Martin major shareholders have been selling company stock?

Of the 1,804 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), Capital Research Global Investors ($2.21M), FMR LLC ($1.48M), State Street Corp ($1.23M), GQG Partners LLC ($1.13M), and Envestnet Asset Management Inc. ($944.20K).

How much institutional selling is happening at Lockheed Martin?

Institutional investors have sold a total of 33,638,537 shares in the last 24 months. This volume of shares sold represents approximately $14.91B in transactions.


This page (NYSE:LMT) was last updated on 5/13/2024 by MarketBeat.com Staff

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