Lockheed Martin (LMT) Institutional Ownership

$461.29
-3.49 (-0.75%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
74.19%
Number of
Institutional Buyers
(last 12 months)
1598
Total
Institutional Inflows
(last 12 months)
$6.37B
Number of
Institutional Sellers
(last 12 months)
1326
Total
Institutional Outflows
(last 12 months)
$8.28B
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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
4/27/2024 Weatherly Asset Management L. P.14,747$6.71M0.6%-0.5%0.006%
4/27/2024Phoenix Wealth Advisors2,432$1.11M0.7%-39.1%0.001%
4/27/2024Conning Inc.83,564$37.93M1.2%+17.9%0.035%
4/27/2024Finer Wealth Management Inc.2,310$1.05M0.7%+45.5%0.001%
4/27/2024Foster Victor Wealth Advisors LLC1,295$586K0.1%-2.5%0.001%
4/26/2024Pinnacle Associates Ltd.29,890$13.60M0.2%-2.3%0.012%
4/26/2024Trueblood Wealth Management LLC1,459$664K0.4%+4.5%0.001%
4/26/2024Sterling Investment Counsel LLC1,135$516K0.2%+3.9%0.000%
4/26/2024Securian Asset Management Inc.12,667$5.76M0.2%-9.4%0.005%
4/26/2024Aspen Investment Management Inc2,024$921K0.5%-9.0%0.001%
4/26/2024McGuire Investment Group LLC9,083$4.13M0.6%-1.0%0.004%
4/26/2024BLB&B Advisors LLC24,258$11.03M0.6%+6.4%0.010%
4/26/2024UMB Bank n.a.23,686$10.77M0.2%+102.1%0.010%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC3,498$1.63M0.7%+1.2%0.001%
4/26/2024Narwhal Capital Management26,294$11.96M1.2%+13.8%0.011%
4/26/2024MBA Advisors LLC469$213K0.1%N/A0.000%
4/26/2024Highview Capital Management LLC DE 3,393$1.54M0.7%-10.9%0.001%
4/26/2024Prestige Wealth Management Group LLC1,649$750K0.2%-29.0%0.001%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.5,743$2.61M2.0%-92.9%0.002%
4/26/2024Northwest Bancshares Inc.17,301$7.87M1.2%+6.3%0.007%
4/26/2024Yousif Capital Management LLC21,293$9.69M0.1%-2.7%0.009%
4/26/2024Schmidt P J Investment Management Inc.3,572$1.63M0.3%+4.6%0.001%
4/26/2024SlateStone Wealth LLC15,491$7.05M0.7%+65.3%0.006%
4/26/2024Opus Capital Group LLC686$312K0.0%-22.9%0.000%
4/26/2024First National Trust Co11,102$5.05M0.2%-7.5%0.005%
4/26/2024McKinley Carter Wealth Services Inc.6,427$2.92M0.2%+2.9%0.003%
4/26/2024Clear Creek Financial Management LLC524$238K0.0%+16.7%0.000%
4/26/2024Quantum Financial Advisors LLC609$277K0.0%N/A0.000%
4/26/2024Legacy Bridge LLC723$329K0.2%-3.6%0.000%
4/26/2024Pacific Heights Asset Management LLC58,000$26.38M2.2%-14.7%0.024%
4/26/2024SYSTM Wealth Solutions LLC785$357K0.0%-5.1%0.000%
4/26/2024First Personal Financial Services194$88K0.0%-35.8%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.4,989$2.27M0.1%N/A0.002%
4/26/2024Carr Financial Group Corp1,506$685K0.2%+5.5%0.001%
4/26/2024KG&L Capital Management LLC993$452K0.2%+23.8%0.000%
4/26/2024Verdence Capital Advisors LLC4,900$2.23M0.2%+27.5%0.002%
4/26/2024Petredis Investment Advisors LLC9,986$4.54M0.5%+1.4%0.004%
4/26/2024Emerald Advisors LLC1,828$831K0.1%+4.9%0.001%
4/26/2024Terra Nova Asset Management LLC655$298K0.2%-6.3%0.000%
4/26/2024Checchi Capital Advisers LLC4,660$2.12M0.2%-0.7%0.002%
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4/26/2024Latitude Advisors LLC1,232$560K0.4%+4.0%0.001%
4/26/2024Focused Investors Fund L P212,400$96.61M3.0%N/A0.088%
4/26/2024Tritonpoint Wealth LLC8,617$3.95M0.4%-2.5%0.004%
4/26/2024Meridian Wealth Management LLC5,189$2.36M0.4%-8.8%0.002%
4/26/2024Bogart Wealth LLC25,978$11.82M0.6%-0.3%0.011%
4/25/2024Alta Capital Management LLC6,309$2.87M0.2%+8.5%0.003%
4/25/2024Lindbrook Capital LLC1,545$703K0.1%+39.4%0.001%
4/25/2024New York State Teachers Retirement System232,896$105.94M0.2%-4.8%0.097%
4/25/2024Horrell Capital Management Inc.16,436$7.48M2.1%+0.5%0.007%
4/25/2024WCM Investment Management LLC513$233K0.0%N/A0.000%
4/25/2024Center for Financial Planning Inc.443$202K0.0%+12.7%0.000%
4/25/2024Bank of New York Mellon Corp1,848,271$840.72M0.2%-3.2%0.769%
4/25/2024Villere ST Denis J & Co. LLC63,910$29.07M2.3%+9.1%0.027%
4/25/2024Carmel Capital Partners LLC1,118$509K0.2%+17.4%0.000%
4/25/2024Strategy Asset Managers LLC25,198$11.46M2.5%-1.6%0.010%
4/25/2024Osborne Partners Capital Management LLC490$223K0.0%-10.3%0.000%
4/25/2024Bridges Investment Management Inc.13,460$6.12M0.2%+23.8%0.006%
4/25/2024Equitable Trust Co.808$368K0.0%+12.2%0.000%
4/25/2024Smith Chas P & Associates PA Cpas83,439$37.95M2.3%+3.9%0.035%
4/25/2024Advocate Group LLC524$238K0.0%-7.4%0.000%
4/25/2024HTLF Bank545$248K0.0%+8.8%0.000%
4/25/2024Capital Investment Advisory Services LLC5,344$2.43M0.3%+5.2%0.002%
4/25/2024L.M. Kohn & Company4,380$1.99M0.6%+6.3%0.002%
4/25/2024Benedict Financial Advisors Inc.11,168$5.08M1.3%+1.1%0.005%
4/25/2024Investment Advisory Services Inc. TX ADV443$201K0.1%N/A0.000%
4/25/2024 Valeo Financial Advisors LLC15,419$7.08M0.2%-3.0%0.006%
4/25/2024Penn Davis Mcfarland Inc.47,268$21.50M3.3%+4.7%0.020%
4/25/2024Randolph Co Inc64,352$29.27M3.6%-0.3%0.027%
4/25/2024Olistico Wealth LLC1,024$466K0.3%+64.1%0.000%
4/25/2024 MFA Wealth Advisors LLC2,761$1.26M0.3%+28.7%0.001%
4/25/2024 Freedom Day Solutions LLC859$391K0.1%-10.1%0.000%
4/25/2024 Summit Financial LLC2,458$1.12M0.1%+37.8%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.85,585$38.93M0.1%-1.5%0.036%
4/24/2024 Private Trust Co. NA5,166$2.35M0.3%+1.6%0.002%
4/24/2024 Elite Wealth Management Inc.721$328K0.0%-9.4%0.000%
4/24/2024 Leavell Investment Management Inc.22,369$10.18M0.6%-8.1%0.009%
4/24/2024 Family Legacy Inc.8,294$3.77M1.4%+1.4%0.003%
4/24/2024 CENTRAL TRUST Co19,113$8.69M0.2%-2.7%0.008%
4/24/2024 1900 Wealth Management LLC458$208K0.0%-47.7%0.000%
4/24/2024 Oak Family Advisors LLC1,139$518K0.2%-54.9%0.000%
4/24/2024 Berkshire Bank1,307$595K0.1%+10.9%0.001%
4/24/2024 Newbridge Financial Services Group Inc.786$358K0.2%+5.9%0.000%
4/24/2024 Fulcrum Equity Management657$299K0.4%-3.2%0.000%
4/24/2024 Townsend & Associates Inc8,631$3.97M0.5%-9.5%0.004%
4/24/2024 Premier Path Wealth Partners LLC3,231$1.46M0.3%-1.7%0.001%
4/24/2024 Demars Financial Group LLC2,235$1.02M0.5%-9.6%0.001%
4/24/2024 Marino Stram & Associates LLC6,669$3.03M0.7%+2.7%0.003%
4/24/2024 Dakota Wealth Management7,917$3.60M0.1%+41.7%0.003%
4/24/2024 SOL Capital Management CO1,933$879K0.1%+2.7%0.001%
4/24/2024 Simplicity Wealth LLC10,326$4.70M0.1%+687.6%0.004%
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4/24/2024 Archford Capital Strategies LLC6,389$2.91M0.5%-0.9%0.003%
4/24/2024 NBT Bank N A NY10,495$4.77M0.3%-2.1%0.004%
4/24/2024 First Fiduciary Investment Counsel Inc.26,283$11.96M2.5%-1.7%0.011%
4/24/2024 Childress Capital Advisors LLC635$289K0.1%-32.7%0.000%
4/24/2024 Avitas Wealth Management LLC5,250$2.39M0.4%+0.8%0.002%
4/24/2024 Spire Wealth Management9,477$4.31M0.2%-7.7%0.004%
4/24/2024 Buttonwood Financial Advisors Inc.2,627$1.20M0.6%+70.9%0.001%
4/24/2024 First Pacific Financial54$25K0.0%N/A0.000%
4/24/2024 Essex Financial Services Inc.6,299$2.87M0.3%+0.7%0.003%
4/24/2024 Bar Harbor Wealth Management2,185$994K0.1%-6.7%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, 2,634 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 2,300 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 36,458,878 shares in the last 24 months. This purchase volume represents approximately $16.20B in transactions.

Which Lockheed Martin major shareholders have been selling company stock?

Of the 1,814 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 35,597,854 shares in the last 24 months. This volume of shares sold represents approximately $15.76B in transactions.


This page (NYSE:LMT) was last updated on 4/28/2024 by MarketBeat.com Staff

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