LMT Lockheed Martin Corporation
Lockheed Martin Corporation (LMT) Institutional Ownership
What the institutions did with LMT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 246.6K | 66.1% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 33.0K | 8.9% |
| MassMutual Private Wealth & Trust, FSB | 21.6K | 5.8% |
| ARGENT CAPITAL MANAGEMENT LLC | 19.0K | 5.1% |
| CX Institutional | 18.4K | 4.9% |
| PARK NATIONAL CORP /OH/ | 6.9K | 1.8% |
| Roxbury Financial LLC | 3.2K | 0.9% |
| GoalVest Advisory LLC | 2.9K | 0.8% |
| Violich Capital Management, Inc. | 2.4K | 0.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 2.3K | 0.6% |
| ACIMA PRIVATE WEALTH, LLC | 2.2K | 0.6% |
| Coastline Trust Co | 1.8K | 0.5% |
| Norman Fields, Gottscho Capital Management, LLC | 1.4K | 0.4% |
| ROCKLAND TRUST CO | 1.4K | 0.4% |
| Olistico Wealth, LLC | 1.3K | 0.4% |
| Ridgewood Investments LLC | 905 | 0.2% |
| Montecito Bank & Trust | 840 | 0.2% |
| Rosenberg Matthew Hamilton | 823 | 0.2% |
| General Partner, Inc. | 816 | 0.2% |
| TOMPKINS FINANCIAL CORP | 815 | 0.2% |
| Marotta Asset Management | 750 | 0.2% |
| Versant Capital Management, Inc | 733 | 0.2% |
| Global Wealth Strategies & Associates | 579 | 0.2% |
| COLLECTIVE FAMILY OFFICE LLC | 462 | 0.1% |
| Adelphi Trust Co | 461 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 2.9K | 18.4K | +15.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 258.6K | 246.6K | -11.9K |
| Central Pacific Bank - Trust Division | Reduced | 657 | 49 | -608 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 33.6K | 33.0K | -523 |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 19.4K | 19.0K | -381 |
| Coastline Trust Co | Reduced | 2.2K | 1.8K | -362 |
| MassMutual Private Wealth & Trust, FSB | Increased | 21.2K | 21.6K | +338 |
| Versant Capital Management, Inc | Increased | 493 | 733 | +240 |
| EASTERN BANK | Increased | 89 | 299 | +210 |
| Violich Capital Management, Inc. | Reduced | 2.6K | 2.4K | -200 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 2.5K | 2.3K | -182 |
| PARK NATIONAL CORP /OH/ | Reduced | 7.0K | 6.9K | -141 |
| ROCKLAND TRUST CO | Reduced | 1.5K | 1.4K | -110 |
| TOMPKINS FINANCIAL CORP | Increased | 711 | 815 | +104 |
| BURKETT FINANCIAL SERVICES, LLC | Sold Out | 57 | 0 | -57 |
| Rosenberg Matthew Hamilton | Increased | 778 | 823 | +45 |
| GoalVest Advisory LLC | Increased | 2.8K | 2.9K | +45 |
| Global Wealth Strategies & Associates | Reduced | 621 | 579 | -42 |
| Norman Fields, Gottscho Capital Management, LLC | Reduced | 1.4K | 1.4K | -30 |
| Adelphi Trust Co | Increased | 435 | 461 | +26 |
| Box Hill Private Wealth LLC | Reduced | 428 | 407 | -21 |
| Montecito Bank & Trust | Reduced | 850 | 840 | -10 |
| Roxbury Financial LLC | Increased | 3.2K | 3.2K | +6 |
| Planning Strategies Inc. | Increased | 17 | 18 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.