LMT · Company research
Lockheed Martin Corp. (LMT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 466 | 237311000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6435 | 3277024000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2718 | 1384142 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2718 | 1384142 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126 | 64100 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ironwood Financial, llc | 1630360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1310 | 682091 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20185 | 10283640 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DIVERSIFIED TRUST CO | 1479844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7372 | 3755853 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24412 | 12436762 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3022 | 1539588 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 445049 | 226734664 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARD ASSOCIATES INC | 1105907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 494 | 251791 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sun Financial Inc | 2067342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1263 | 761664 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ACCESS FINANCIAL SERVICES, INC. | 1699622 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3109 | 1583911 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5026 | 2560546 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 26492 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1858 | 946577 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Ipswich Investment Management Co., Inc. | 1463753 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 254730 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GENTRY PRIVATE WEALTH, LLC | 2022634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 720 | 366811 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NI ACQUISITIONS COMPANY, LLC | 2148757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 423 | 215502 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1350 | 687771 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 8151 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12680 | 6459953 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Falcon Wealth Planning | 1839850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 840 | 427946 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 570452 | 290622476 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6077 | 3096178 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Investment Management, Inc. | 2124549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 679 | 346016 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Global Strategic Investment Solutions, LLC | 1760076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 444 | 226359 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TRB Wealth Management, LLC | 2130988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 530 | 270014 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DB Fitzpatrick & Co, Inc | 1885767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2025 | 1031657 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| FOSTER & MOTLEY INC | 1163902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2343 | 1194 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1782 | 907858 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4716 | 2402426 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Cohen Klingenstein LLC | 1453620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3300 | 1681218 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Aventura Private Wealth, LLC | 2074418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 472 | 240531 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 769 | 391775 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Accurate Wealth Management, LLC | 1877728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2445 | 1279134 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| FORTRESS FINANCIAL GROUP, LLC | 2054451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 438 | 223394 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Perennial Advisors, LLC | 1697360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 465 | 236899 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 906 | 461571 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ANCHOR CAPITAL ADVISORS LLC | 813933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29209 | 14880575 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2853 | 1455985 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Gryphon Financial Partners LLC | 1729094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3663 | 1866279 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OMERS ADMINISTRATION Corp | 1053321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12917 | 6580695 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Argyle Capital Partners, LLC | 2079995 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1229 | 626264 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Hikari Tsushin, Inc. | 1423673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29045 | 14797266 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lakeridge Wealth Management LLC | 2012028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 795 | 404893 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1472 | 749953 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wellington Grp LLC | 2134013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119 | 71922 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2198 | 1119793 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76800 | 39126528 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| InvesTrust | 2050848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1906 | 971030 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1350 | 687771 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3377 | 1720446 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 949012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86366 | 44000185 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19198 | 9780380 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NORTHSTAR ASSET MANAGEMENT Co | 1132708 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 349560 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Brown Shipley& Co Ltd | 1912970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170 | 86608 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MainStreet Investment Advisors LLC | 1729854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11520 | 5868979 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28956 | 14752124 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11265 | 5734406 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 407 | 207350 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90819 | 46268648 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Financial Solutions Advisory Group, Inc. | 2135269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 461 | 238918 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| OPTIMIZE FINANCIAL INC. | 2033266 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 521 | 265429 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Red Door Wealth Management, LLC | 1783599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15490 | 7891441 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| TOWER BRIDGE ADVISORS | 1278249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6952 | 3541766 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ponta Wealth Partners, LLC | 2107740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1717 | 874743 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1734398 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 626 | 318922 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MINDSET WEALTH MANAGEMENT, LLC | 2044232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2114 | 1077054 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 780 | 408112 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BELLEVUE ASSET MANAGEMENT, LLC | 1801619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157 | 80082 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AUGUSTINE ASSET MANAGEMENT INC | 778963 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3958 | 2016443 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8570 | 4366128 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Texas Yale Capital Corp. | 1332342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2594 | 1321758 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| New Hampshire Trust | 1961742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3860 | 1966516 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2101 | 1070375 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22740 | 11581390 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8057 | 4104901 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARK Investment Management LLC | 1697748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14806 | 7543065 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.