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Lockheed Martin (LMT) Institutional Ownership

Lockheed Martin logo
$506.79 -5.62 (-1.10%)
Closing price 05/8/2026 03:59 PM Eastern
Extended Trading
$507.50 +0.71 (+0.14%)
As of 05/8/2026 07:59 PM 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)
1937
Total
Institutional Inflows
(last 12 months)
$9.64B
Number of
Institutional Sellers
(last 12 months)
1602
Total
Institutional Outflows
(last 12 months)
$8.45B
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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
5/8/2026PNC Financial Services Group Inc.522,616$315.86M0.2%+4.4%0.227%
5/8/2026HORAN Wealth LLC5,216$3.15M0.3%+100.0%0.002%
5/8/2026Summit Asset Management LLC499$302K0.0%+9.7%0.000%
5/8/2026Glenview Trust Co58,931$35.62M0.6%+1.5%0.026%
5/8/2026Cura Wealth Advisors LLC410$248K0.1%N/A0.000%
5/8/2026 Summit Global Investments4,064$2.46M0.1%-41.8%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC5,713$3.45M0.1%-4.1%0.002%
5/8/2026 MWA Asset Management156$94K0.1%N/A0.000%
5/8/2026 Johnson Financial Group Inc.11,186$6.76M0.2%-16.5%0.005%
5/8/2026 Convergence Investment Partners LLC4,037$2.44M0.4%+2.4%0.002%
5/8/2026 Amova Asset Management Americas Inc.10,409$6.29M0.1%+5.5%0.005%
5/7/2026 Hopwood Financial Services Inc.473$286K0.2%-20.6%0.000%
5/7/2026 Florida Financial Advisors LLC407$246K0.1%N/A0.000%
5/7/2026 Earned Wealth Advisors LLC616$372K0.0%N/A0.000%
5/7/2026 Allen Investment Management LLC1,307$790K0.0%+2.1%0.001%
5/7/2026 Grant Street Asset Management Inc.331$200K0.0%N/A0.000%
5/7/2026 Commonwealth Financial Services LLC4,075$2.46M0.4%+1.1%0.002%
5/7/2026 Carson Advisory Inc.374$226K0.1%N/A0.000%
5/7/2026 Meeder Asset Management Inc.20,386$12.32M0.7%-9.6%0.009%
5/7/2026 Meeder Advisory Services Inc.6,706$4.05M0.2%+20.6%0.003%
5/7/2026 Lowe Brockenbrough & Co. Inc.15,536$9.39M0.5%-1.1%0.007%
5/7/2026 Symphony Financial Services Inc.1,605$970K0.5%-12.7%0.001%
5/7/2026 Hamel Associates Inc.9,336$5.64M1.6%-0.3%0.004%
5/7/2026 Dimensional Fund Advisors LP1,211,613$732.29M0.2%-2.5%0.526%
5/7/2026 Scarborough Advisors LLC6,621$4.00M0.4%N/A0.003%
5/7/2026 Balefire LLC1,504$909K0.2%-39.8%0.001%
5/7/2026 Parallel Advisors LLC6,064$3.67M0.1%+1.2%0.003%
5/7/2026 Resolute Wealth Strategies LLC336$203K0.1%N/A0.000%
5/7/2026 Ironwood Investment Counsel LLC17,332$10.48M1.5%+1.2%0.008%
5/7/2026 Pacific Wealth Strategies Group Inc.660$399K0.2%-3.1%0.000%
5/7/2026 Decker Wealth Management LLC1,779$1.08M0.2%N/A0.001%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.913$552K0.4%-26.5%0.000%
5/7/2026 Little House Capital LLC2,597$1.57M0.4%+4.9%0.001%
5/7/2026 True North Advisors LLC3,378$2.04M0.2%+12.2%0.001%
5/7/2026 Valley Wealth Managers Inc.7,934$4.80M0.3%-3.4%0.003%
5/7/2026 Morgan Dempsey Capital Management LLC11,792$7.13M3.2%-2.7%0.005%
5/7/2026 Spartan Wealth Advisory Services LLC3,597$2.17M0.2%N/A0.002%
5/6/2026 Aviance Capital Partners LLC16,457$9.95M1.2%-0.5%0.007%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,050$635K0.1%+79.8%0.000%
5/6/2026 German American Bancorp Inc.419$253K0.0%N/A0.000%
5/6/2026 California Public Employees Retirement System550,545$332.74M0.2%+7.0%0.239%
5/6/2026 Clifford Swan Investment Counsel LLC11,874$7.18M0.2%-2.4%0.005%
5/6/2026 Bartlett & CO. Wealth Management LLC12,571$7.60M0.1%-4.7%0.005%
5/6/2026 Heartland Bank & Trust Co3,962$2.40M0.5%+112.3%0.002%
5/6/2026 Zhang Financial LLC4,596$2.78M0.1%+1.2%0.002%
5/6/2026 Centennial Bank AR 821$496K0.2%-5.1%0.000%
5/6/2026 Atlas Wealth LLC97,710$59K0.0%N/A0.042%
5/6/2026 Simon Quick Advisors LLC435$263K0.0%N/A0.000%
5/6/2026 Kera Capital Partners Inc.959$580K0.1%+9.2%0.000%
5/6/2026 GS Investments Inc.2,055$1.24M0.7%-7.3%0.001%
5/6/2026 Gryphon Financial Partners LLC3,341$2.02M0.2%+7.9%0.001%
5/6/2026 Hamilton Point Investment Advisors LLC1,133$685K0.1%-1.8%0.000%
5/6/2026 Modera Wealth Management LLC31,637$19.12M0.2%-2.4%0.014%
5/6/2026 Juno Financial Group LLC3,285$1.99M0.8%+7.4%0.001%
5/6/2026 Assetmark Inc.7,264$4.39M0.0%+13.8%0.003%
5/6/2026 Gould Asset Management LLC CA400$242K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC2,086$1.26M0.1%+7.0%0.001%
5/6/2026 AXS Investments LLC441$267K0.1%N/A0.000%
5/6/2026 Bessemer Group Inc.11,462$6.93M0.0%+21.9%0.005%
5/6/2026 Gerald Baker Financial Group LLC1,308$791K0.3%N/A0.001%
5/6/2026 SteelPeak Wealth LLC2,051$1.24M0.0%+128.1%0.001%
5/6/2026 Allspring Global Investments Holdings LLC43,929$27.13M0.0%+9.0%0.019%
5/6/2026 Oder Investment Management LLC350$212K0.2%N/A0.000%
5/6/2026 One Day In July LLC543$328K0.0%-17.6%0.000%
5/6/2026 Independent Financial Group LLC3,549$2.15M0.1%N/A0.002%
5/6/2026 Enterprise Financial Services Corp1,201$726K0.4%+10.2%0.001%
5/6/2026 Prosperity Consulting Group LLC2,053$1.24M0.1%+6.1%0.001%
5/6/2026 Smart Money Group LLC2,417$1.46M0.4%+2.1%0.001%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super58,328$35.25M0.5%N/A0.025%
5/5/2026 Financial Harvest LLC1,950$1.18M0.7%-3.0%0.001%
5/5/2026 Delta Financial Advisors LLC3,801$2.30M0.6%+0.9%0.002%
5/5/2026 Westover Capital Advisors LLC352$213K0.0%N/A0.000%
5/5/2026 Gallagher Capital Advisors LLC2,125$1.28M0.8%+20.2%0.001%
5/5/2026 Rockport Wealth LLC396$239K0.0%N/A0.000%
5/5/2026 Wealthfront Advisers LLC27,330$16.52M0.0%+18.8%0.012%
5/5/2026 D.A. Davidson & CO.35,653$21.55M0.1%+0.4%0.015%
5/5/2026 Sharpepoint LLC5,047$3.05M1.8%+68.1%0.002%
5/5/2026 Navigation Group LLC1,489$900K0.2%N/A0.001%
5/5/2026 Beaumont Financial Advisors LLC1,564$945K0.1%+11.6%0.001%
5/5/2026 Twin Capital Management Inc.5,741$3.47M0.4%+18.2%0.002%
5/5/2026 Midwest Professional Planners LTD.9,775$5.91M1.4%-0.8%0.004%
5/5/2026 Bank of New York Mellon Corp1,256,803$759.60M0.1%-5.6%0.545%
5/5/2026 Good Harbor Advisors Inc.406$245K0.3%N/A0.000%
5/5/2026 Gentry Private Wealth LLC751$454K0.3%-10.5%0.000%
5/5/2026 Geneos Wealth Management Inc.1,801$1.09M0.0%-5.6%0.001%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.44,104$26.66M0.2%+41.3%0.019%
5/5/2026 NFSG Corp1,644$993K0.2%+182.0%0.001%
5/5/2026 Signet Financial Management LLC337$204K0.0%N/A0.000%
5/5/2026 SouthState Bank Corp4,573$2.76M0.1%+2.9%0.002%
5/5/2026 Opinicus Capital Inc.1,364$825K0.6%+3.3%0.001%
5/5/2026 Sanctuary Advisors LLC57,202$34.57M0.2%+11.3%0.025%
5/5/2026 Sterling Investment Advisors Ltd.13,566$8.20M1.4%-10.5%0.006%
5/5/2026 Sigma Planning Corp7,363$4.45M0.1%+5.0%0.003%
5/5/2026 Cornerstone Advisory LLC810$490K0.0%+4.5%0.000%
5/5/2026 Members Trust Co501$303K0.0%+5.3%0.000%
5/5/2026 Mill Capital Management LLC375$227K0.0%N/A0.000%
5/5/2026 1ST Source Bank6,121$3.70M0.2%-1.9%0.003%
5/5/2026 Checchi Capital Advisers LLC3,006$1.82M0.1%+4.7%0.001%
5/5/2026 CFO Capital Management LLC347$210K0.2%-31.4%0.000%
5/5/2026 Maryland State Retirement & Pension System10,359$6.26M0.1%+0.7%0.004%


LMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,123 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), FMR LLC ($1.46B), and Wellington Management Group LLP ($1.02B).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 2,698 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 19,929,321 shares in the last 24 months. This purchase volume represents approximately $9.64B in transactions.

Of the 1,597 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), Ameriprise Financial Inc. ($1.36M), Capital World Investors ($1.15M), State Street Corp ($912.48K), Wellington Management Group LLP ($798.24K), Tableaux LLC ($621.37K), and First Trust Advisors LP ($583.21K).

Institutional investors have sold a total of 17,489,687 shares in the last 24 months. This volume of shares sold represents approximately $8.45B in transactions.



This page (NYSE:LMT) was last updated on 5/9/2026 by MarketBeat.com Staff.
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