Lockheed Martin Ownership | Who Owns Lockheed Martin?
Lockheed Martin Ownership Summary
Lockheed Martin is owned by 73.89% institutional investors, 0.07% insiders, and 26.04% retail investors. State street is the largest institutional shareholder, holding 14.96% of LMT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in Lockheed Martin shares.
LMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lockheed Martin | 73.89% | 0.07% | 26.04% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Defense Stocks | 55.75% | 11.07% | 33.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| State street | 36.01M | 14.96% | $16.82B |
| Vanguard group | 21.43M | 8.90% | $10.01B |
| Blackrock | 17.00M | 7.06% | $7.94B |
| Charles schwab investment management | 6.80M | 2.83% | $3.18B |
| Morgan stanley | 5.30M | 2.20% | $2.48B |
| Geode capital management | 4.74M | 1.97% | $2.21B |
| Capital world investors | 3.90M | 1.62% | $1.82B |
| Fmr | 3.18M | 1.32% | $1.49B |
| Wellington management group llp | 2.83M | 1.18% | $1.32B |
| Wells fargo & company/mn | 2.55M | 1.06% | $1.19B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Spectrum financial alliance | 60.33K | 10.08% | $28.18M |
| Belfer management | 831.00 | 7.32% | $388.07K |
| Campion asset management | 17.38K | 6.38% | $8.12M |
| Patrick mauro investment advisor | 20.33K | 5.51% | $9.49M |
| Old west investment management | 24.99K | 5.15% | $11.67M |
| Wills financial group | 23.01K | 4.95% | $10.75M |
| Werlinich asset management | 15.13K | 4.40% | $7.07M |
| Asset planning services inc /la/ /adv | 15.90K | 3.92% | $7.43M |
| Jeppson wealth management | 21.95K | 3.91% | $10.25M |
| Avenir | 83.37K | 3.78% | $38.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 398.57K | 0.04% | 335.34K |
| Morgan stanley | 5.30M | 0.19% | 284.95K |
| Legal & general group | 1.38M | 0.14% | 180.07K |
| Holocene advisors, lp | 165.99K | 0.32% | 159.07K |
| Invesco | 1.67M | 0.16% | 156.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 17.00M | 0.18% | -1.56M |
| Franklin resources | 2.30M | 0.33% | -385.91K |
| Capital world investors | 3.90M | 0.30% | -373.08K |
| State street | 36.01M | 0.73% | -322.42K |
| Aptus capital advisors | - | - | -260.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 71.71K | 0.08% | 71.71K | $33.49M |
| Susquehanna fundamental investments | 66.30K | 0.71% | 66.30K | $30.97M |
| Manning & napier advisors | 64.31K | 0.34% | 64.31K | $30.04M |
| Corebridge financial | 52.92K | 0.14% | 52.92K | $24.72M |
| Isthmus partners | 26.11K | 1.16% | 26.11K | $12.20M |
Sold Out
| Holder | Change |
|---|---|
| Ruedi wealth management | -1.00 |
| Tfo-tdc | -2.00 |
| Cedar mountain advisors | -3.00 |
| Thomas j. herzfeld advisors | -5.00 |
| Rocky mountain advisers | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 2,619 | 5.56% | 175,489,913 | 0.48% | 73 | 1.38% | 1,209 | 1.60% | 965 | 10.54% |
| Jun 30, 2024 | 2,446 | -1.05% | 174,107,216 | -1.30% | 72 | 1.35% | 1,172 | 4.55% | 860 | -9.76% |
| Mar 31, 2024 | 2,472 | -0.56% | 176,409,417 | -1.20% | 73 | 1.44% | 1,121 | -8.56% | 953 | 7.32% |
| Dec 31, 2023 | 2,486 | 6.97% | 178,546,365 | -2.40% | 71 | 1.32% | 1,226 | 15.55% | 888 | 3.38% |
| Sep 30, 2023 | 2,324 | -1.40% | 182,931,308 | -2.03% | 73 | 1.34% | 1,061 | 3.61% | 859 | -6.93% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 7.52M | 3.17% | -26.06K |
| Vanguard Institutional 500 Index Trust | 5.62M | 2.37% | 66.06K |
| Schwab US Dividend Equity ETF™ | 4.44M | 1.87% | 5.38K |
| Fidelity 500 Index | 2.61M | 1.11% | -23.00K |
| SPDR® S&P 500® ETF Trust | 2.60M | 1.10% | -14.50K |
| iShares Core S&P 500 ETF | 2.39M | 1.01% | 7.43K |
| American Funds Income Fund of Amer A | 2.26M | 0.95% | -67.65K |
| Vanguard Value Index Inv | 2.02M | 0.85% | 5.90K |
| Vanguard Dividend Growth Inv | 1.55M | 0.66% | -22.95K |
| Vanguard Institutional Index I | 1.35M | 0.57% | -477.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 01, 2024 | Hill Stephanie C. | Pres. Rotary & Mission Systems | Sell | $716.02K |
| Aug 01, 2024 | Hill Stephanie C. | Pres. Rotary & Mission Systems | Sell | $841.24K |
| Aug 01, 2024 | Hill Stephanie C. | Pres. Rotary & Mission Systems | Sell | $163.96K |
| Aug 01, 2024 | Hill Stephanie C. | Pres. Rotary & Mission Systems | Sell | $54.55K |
| Jul 24, 2024 | Cahill Timothy S | Pres. Missiles & Fire Control | Sell | $76.62K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 8 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 7 |
| 2023 Q4 | - | - |
| 2023 Q3 | 2 | - |
LMT Ownership FAQ
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