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Lockheed Martin (LMT) Institutional Ownership

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$513.09 -1.37 (-0.27%)
Closing price 07/16/2026 03:59 PM Eastern
Extended Trading
$513.12 +0.04 (+0.01%)
As of 04:53 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. 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)
1846
Total
Institutional Inflows
(last 12 months)
$8.85B
Number of
Institutional Sellers
(last 12 months)
1549
Total
Institutional Outflows
(last 12 months)
$7.71B
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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
7/10/2026 Regent Peak Wealth Advisors LLC1,513$771K0.1%+4.5%0.001%
7/10/2026 Wedge Capital Management L L P NC148,418$75.61M1.3%+54.8%0.064%
7/10/2026 Investors Research Corp2,195$1.12M0.2%-1.9%0.001%
7/10/2026 Accel Wealth Management1,180$601K0.1%-25.2%0.001%
7/10/2026 Butensky & Cohen Financial Security Inc.10,740$5.47M1.4%+2.3%0.005%
7/10/2026 Family Wealth Partners LLC536$273K0.1%-14.0%0.000%
7/10/2026 Tema ETFs LLC3,678$1.87M0.1%+12.3%0.002%
7/10/2026 West Branch Capital LLC744$379K0.1%-22.9%0.000%
7/10/2026 G&S Capital LLC462$236K0.1%N/A0.000%
7/10/2026 Kentucky Trust Co93$47K0.0%N/A0.000%
7/10/2026 Diversified Management Inc.628$320K0.1%-68.4%0.000%
7/10/2026 Clarus Wealth Advisors962$508K0.2%-55.7%0.000%
7/10/2026 Spinnaker Investment Group LLC561$286K0.0%+7.9%0.000%
7/10/2026 Carolina Wealth Advisors LLC4,046$2.06M0.8%-1.2%0.002%
7/10/2026 LVM Capital Management Ltd. MI8,490$4.33M0.4%-5.6%0.004%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,698$2.90M0.3%+0.4%0.002%
7/10/2026 Community Financial Services Group LLC324$169K0.0%+406.3%0.000%
7/10/2026 Perkins Coie Trust Co724$369K0.1%-2.9%0.000%
7/10/2026 Fulton Bank N.A.5,881$3.00M0.1%+3.8%0.003%
7/10/2026 Wealthcare Advisory Partners LLC11,043$5.63M0.1%-10.2%0.005%
7/9/2026 Centurion Wealth Management LLC722$368K0.1%-4.7%0.000%
7/9/2026 Wealthcare Capital Partners LLC409$208K0.1%N/A0.000%
7/9/2026 Sapient Capital LLC2,171$1.11M0.0%-25.8%0.001%
7/9/2026 Focus Financial Network Inc.1,832$933K0.0%+4.2%0.001%
7/9/2026 Legacy Wealth Asset Management LLC1,497$763K0.2%-1.9%0.001%
7/9/2026 Vertrix Wealth Management LLC9,246$4.71M1.6%+13.5%0.004%
7/9/2026 Allied Private Wealth LLC79$42K0.0%N/A0.000%
7/9/2026 Birchbrook Inc.1,408$717K0.3%-10.7%0.001%
7/9/2026 HF Advisory Group LLC1,150$586K0.2%+15.5%0.000%
7/9/2026 Arista Wealth Management LLC4,311$2.20M0.2%+4.4%0.002%
7/9/2026 GoalVest Advisory LLC2,823$1.44M0.3%+1.2%0.001%
7/9/2026 Everhart Financial Group Inc.2,250$1.15M0.1%+17.1%0.001%
7/9/2026 Everpar Advisors LLC748$381K0.1%-6.6%0.000%
7/9/2026 Adamsbrown Wealth Consultants LLC783$399K0.1%+26.5%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.18,490$9.42M0.3%+5.5%0.008%
7/9/2026 Lexington Hill Partners LLC1,004$512K0.2%+2.0%0.000%
7/9/2026 Valeo Financial Advisors LLC13,078$6.66M0.1%-2.0%0.006%
7/9/2026 TL Private Wealth1,660$889K0.3%-5.7%0.001%
7/8/2026 MRA Advisory Group1,082$551K0.2%+94.6%0.000%
7/8/2026 Beaird Harris Wealth Management LLC143$73K0.0%+197.9%0.000%
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7/8/2026 Norman Fields Gottscho Capital Management LLC1,412$719K0.2%-5.7%0.001%
7/8/2026 Gradient Investments LLC12,164$6.20M0.1%+0.6%0.005%
7/8/2026 Rockland Trust Co.1,467$747K0.0%-7.7%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.2,340$1.19M0.4%+20.4%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.1,081$551K0.0%-7.8%0.000%
7/8/2026 Trust Point Inc.469$239K0.0%+12.5%0.000%
7/8/2026 Strategic Investment Solutions Inc. IL92$47K0.0%-51.1%0.000%
7/8/2026 First Heartland Consultants Inc.1,069$545K0.0%+42.3%0.000%
7/8/2026 Victrix Investment Advisors13,880$7.07M3.0%+15.4%0.006%
7/8/2026 Teamwork Financial Advisors LLC575$293K0.0%-4.6%0.000%
7/8/2026 Abner Herrman & Brock LLC6,682$3.40M0.3%+58.9%0.003%
7/8/2026 LifeGoal Investments LLC464$236K0.1%-8.3%0.000%
7/8/2026 Wynn Capital LLC1,889$962K0.4%+1.1%0.001%
7/8/2026 Cooper Financial Group2,112$1.08M0.1%+8.7%0.001%
7/8/2026 Elevation Wealth Partners LLC193$98K0.0%+109.8%0.000%
7/8/2026 Czech National Bank57,752$29.42M0.2%+4.7%0.025%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab35,146$17.91M0.1%+6.4%0.015%
7/8/2026 Clark Asset Management LLC441$225K0.0%+15.1%0.000%
7/8/2026 Thrive Wealth Management LLC3,359$1.71M0.2%+16.4%0.001%
7/7/2026 180 Wealth Advisors LLC4,477$2.28M0.2%+1.8%0.002%
7/7/2026 Mirador Capital Partners LP742$378K0.0%+12.8%0.000%
7/7/2026 DMKC Advisory Services LLC6,550$3.34M0.6%+15.5%0.003%
7/7/2026 Dynamic Advisor Solutions LLC10,713$5.46M0.2%+17.5%0.005%
7/7/2026 Willner & Heller LLC1,098$559K0.4%+11.1%0.000%
7/7/2026 GAMMA Investing LLC6,797$3.46M0.1%-1.5%0.003%
7/7/2026 Avior Wealth Management LLC2,033$1.04M0.0%-3.2%0.001%
7/7/2026 Prota Financial LLC1,204$628K0.4%+24.1%0.001%
7/7/2026 Central Pacific Bank Trust Division657$335K0.0%+29.8%0.000%
7/7/2026 Canandaigua National Bank & Trust Co.11,719$5.97M0.5%N/A0.005%
7/7/2026 Sandy Cove Advisors LLC421$214K0.1%-6.0%0.000%
7/7/2026 Epiq Partners LLC450$229K0.1%-10.0%0.000%
7/7/2026 Moody National Bank Trust Division726$370K0.0%-5.5%0.000%
7/7/2026 CoreCap Advisors LLC3,827$1.95M0.1%-2.6%0.002%
7/7/2026 First Financial Corp IN2,733$1.39M0.5%-1.8%0.001%
7/7/2026 Howard Financial Services LTD.438$223K0.0%-11.0%0.000%
7/6/2026 Trilogy Capital Inc.6,245$3.18M0.1%+2.5%0.003%
7/2/2026 Box Hill Private Wealth LLC428$218K0.2%N/A0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB21,248$10.83M0.3%+6.9%0.009%
7/2/2026 Versant Capital Management Inc493$251K0.0%-37.8%0.000%
7/2/2026 Collective Family Office LLC462$235K0.0%-5.7%0.000%
7/2/2026 CX Institutional2,935$1.50M0.0%-84.9%0.001%
7/2/2026 First County Bank CT 650$331K0.2%-4.0%0.000%
7/1/2026 Confluence Investment Management LLC258,577$131.74M2.1%-4.1%0.112%
7/1/2026 Adelphi Trust Co435$222K0.1%+8.5%0.000%
7/1/2026 Eastern Bank89$45K0.0%-85.5%0.000%
6/30/2026Winning Points Advisors LLC347$228K0.2%-22.4%0.000%
6/26/2026WealthPoint Financial LLC359$217K0.2%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC271$164K0.0%+9.7%0.000%
6/22/2026 Sapient Capital LLC2,924$1.77M0.0%-26.3%0.001%
6/11/2026LFG Wealth Partners LLC3,020$1.83M1.1%-2.7%0.001%
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6/10/2026 Dakota Community Bank & Trust NA642$388K1.3%-3.3%0.000%
6/10/2026FAS Wealth Partners Inc.3,132$1.89M0.1%+3.9%0.001%
6/9/2026Rathbones Group PLC16,022$9.68M0.0%-92.0%0.007%
6/8/2026 First National Bank of Mount Dora Trust Investment Services7,385$4.46M1.0%-12.4%0.003%
6/8/2026Pine Valley Investments Ltd Liability Co18,120$10.95M0.5%-4.1%0.008%
6/4/2026Chelsea Counsel Co.710$429K0.2%-2.7%0.000%
6/3/2026Wealthquest Corp410$248K0.0%-5.1%0.000%
6/3/2026DV Trading LLC443$268K0.0%+176.9%0.000%
6/3/2026Parallel Advisors LLC6,064$3.67M0.1%+1.2%0.003%
6/3/2026NewEdge Advisors LLC41,786$25.26M0.1%+2.8%0.018%


LMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,125 institutional investors and hedge funds held shares of Lockheed Martin. The most heavily invested institutionals were State Street Corp ($16.28B), Vanguard Group Inc. ($10.29B), Charles Schwab Investment Management Inc. ($4.18B), Morgan Stanley ($2.77B), Geode Capital Management LLC ($2.36B), Bank of America Corp DE ($1.63B), and FMR LLC ($1.46B).Learn more on Lockheed Martin's institutional investors.

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

Of the 2,693 institutional investors that purchased Lockheed Martin's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($1.99M), Charles Schwab Investment Management Inc. ($1.81M), International Assets Investment Management LLC ($1.56M), Proficio Capital Partners LLC ($1.23M), AQR Capital Management LLC ($1.17M), Castlekeep Investment Advisors LLC ($1.09M), and Wulff Hansen & CO. ($1.02M).

Institutional investors have bought a total of 17,626,345 shares in the last 24 months. This purchase volume represents approximately $8.85B in transactions.

Of the 1,538 institutional investors that sold Lockheed Martin's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($1.65M), Capital World Investors ($1.15M), State Street Corp ($912.48K), Tableaux LLC ($621.37K), First Trust Advisors LP ($583.21K), Bank of New York Mellon Corp ($453.73K), and Vanguard Group Inc. ($426.25K).

Institutional investors have sold a total of 15,549,746 shares in the last 24 months. This volume of shares sold represents approximately $7.71B in transactions.



This page (NYSE:LMT) was last updated on 7/17/2026 by MarketBeat.com Staff.
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