Filing Research | LMT - LOCKHEED MARTIN CORP Institutional Holdings

Snapshot holdings

50 / 903 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	297.4KSH	$141.5M
2	Canoe Financial LP	Shares	261.0KSH	$133.0M
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	258.6KSH	$131.7M
4	Mirae Asset Global Investments Co., Ltd.	Shares	230.7KSH	$117.5M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	148.4KSH	$75.6M
6	Welch Group, LLC	Shares	130.2KSH	$66.4M
7	Spectrum Financial Alliance Ltd LLC	Shares	113.0KSH	$57.5M
8	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	95.0KSH	$48.4M
9	SCHARF INVESTMENTS, LLC	Shares	87.4KSH	$44.5M
10	CAPITAL ADVISORS INC/OK	Shares	80.8KSH	$41.2M
11	Robeco Institutional Asset Management B.V.	Shares	74.7KSH	$38.0M
12	River Road Asset Management, LLC	Shares	68.9KSH	$35.1M
13	ATWOOD & PALMER INC	Shares	68.0KSH	$34.6M
14	Czech National Bank	Shares	57.8KSH	$29.4M
15	PENN DAVIS MCFARLAND INC	Shares	55.6KSH	$28.3M
16	Arbejdsmarkedets Tillaegspension	Shares	53.6KSH	$27.3M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	44.8KSH	$22.8M
18	EXCHANGE TRADED CONCEPTS, LLC	Shares	39.6KSH	$20.2M
19	D.A. DAVIDSON & CO.	Shares	37.8KSH	$19.3M
20	BENJAMIN EDWARDS INC	Shares	37.7KSH	$19.2M
21	AMERICAN NATIONAL BANK & TRUST	Shares	37.3KSH	$19.0M
22	FIRST HORIZON CORP	Shares	36.3KSH	$18.5M
23	PensionDanmark Pensionsforsikringsaktieselskab	Shares	35.1KSH	$17.9M
24	Foster Victor Wealth Advisors, LLC	Shares	33.3KSH	$17.1M
25	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	33.6KSH	$17.1M
26	MATRIX ASSET ADVISORS INC/NY	Shares	33.4KSH	$17.0M
27	Westchester Capital Management, Inc.	Shares	31.6KSH	$16.1M
28	Police & Firemen's Retirement System of New Jersey	Shares	30.4KSH	$15.5M
29	United Asset Strategies, Inc.	Shares	30.4KSH	$15.5M
30	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	28.6KSH	$14.5M
31	ALBION FINANCIAL GROUP /UT	Shares	28.4KSH	$14.5M
32	NorthCrest Asset Manangement, LLC	Shares	27.2KSH	$14.1M
33	J.W. COLE ADVISORS, INC.	Shares	26.8KSH	$13.6M
34	Goelzer Investment Management, Inc.	Shares	26.3KSH	$13.4M
35	Narwhal Capital Management	Shares	25.1KSH	$12.8M
36	Paradiem, LLC	Shares	25.0KSH	$12.7M
37	Allied Investment Advisors, LLC	Shares	25.0KSH	$12.7M
38	Bensler, LLC	Shares	24.8KSH	$12.6M
39	Alley Investment Management Company, LLC	Shares	24.7KSH	$12.6M
40	ISTHMUS PARTNERS, LLC	Shares	24.2KSH	$12.4M
41	DAVENPORT & Co LLC	Shares	22.7KSH	$11.6M
42	Sequoia Financial Advisors, LLC	Shares	22.6KSH	$11.5M
43	MassMutual Private Wealth & Trust, FSB	Shares	21.2KSH	$10.8M
44	JOHNSON INVESTMENT COUNSEL INC	Shares	21.0KSH	$10.7M
45	Brookstone Capital Management	Shares	20.9KSH	$10.7M
46	Pine Valley Investments Ltd Liability Co	Shares	20.3KSH	$10.4M
47	Bogart Wealth, LLC	Shares	19.8KSH	$10.1M
48	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	19.7KSH	$10.0M
49	Traynor Capital Management, Inc.	Shares	19.7KSH	$10.0M
50	IFM Investors Pty Ltd	Shares	19.6KSH	$10.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 976 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+52.6K	+$17.7M	$75.6M
2	J.W. COLE ADVISORS, INC. new	Shares	+26.8K	+$13.6M	$13.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+60.7K	+$9.2M	$141.5M
4	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+8.3K	+$4.2M	$4.2M
5	LMCG INVESTMENTS, LLC added	Shares	+7.4K	+$3.7M	$4.1M
6	Arbejdsmarkedets Tillaegspension added	Shares	+12.1K	+$2.2M	$27.3M
7	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.9K	+$2.1M	$4.5M
8	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+3.7K	+$1.9M	$1.9M
9	COOKSON PEIRCE & CO INC new	Shares	+2.5K	+$1.3M	$1.3M
10	WEALTHEDGE INVESTMENT ADVISORS, LLC new	Shares	+2.3K	+$1.2M	$1.2M
11	CAPITAL ADVISORS INC/OK added	Shares	+14.3K	+$996.9K	$41.2M
12	Blackhawk Capital Partners, LLC new	Shares	+1.8K	+$926.7K	$926.7K
13	Bogart Wealth, LLC added	Shares	+4.4K	+$797.0K	$10.1M
14	Confluence Wealth Services, Inc. added	Shares	+1.9K	+$692.3K	$2.3M
15	NWAM LLC added	Shares	+1.4K	+$615.7K	$1.3M
16	StrongBox Wealth, LLC added	Shares	+1.1K	+$513.2K	$745.7K
17	WealthBridge Capital Management, LLC added	Shares	+1.1K	+$497.2K	$747.2K
18	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.6K	+$494.9K	$5.8M
19	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.2K	+$468.7K	$4.8M
20	Gallacher Capital Management LLC new	Shares	+918	+$467.8K	$467.8K
21	James Hambro & Partners LLP added	Shares	+994	+$460.6K	$747.1K
22	Western Financial Corp/CA added	Shares	+2.0K	+$459.9K	$4.1M
23	MEITAV INVESTMENT HOUSE LTD new	Shares	+796	+$405.4K	$405.4K
24	Sage Investment Advisers LLC added	Shares	+1.4K	+$387.7K	$2.1M
25	Alpha Zero LLC new	Shares	+734	+$376.9K	$376.9K
26	MILLER WEALTH ADVISORS, LLC added	Shares	+40.5K	+$367.1K	$392.5K
27	AK GLOBAL ASSET MANAGEMENT, LLC trimmed	Shares	-10	+$343.5K	$343.9K
28	Curated Wealth Partners LLC added	Shares	+79.2K	+$328.8K	$707.7K
29	SeaBridge Investment Advisors LLC new	Shares	+606	+$308.7K	$308.7K
30	Sharp Wealth Advisory, LLC added	Shares	+680	+$300.5K	$594.2K
31	KFG WEALTH MANAGEMENT, LLC new	Shares	+485	+$247.3K	$247.3K
32	Mid-American Wealth Advisory Group, Inc. new	Shares	+484	+$246.4K	$246.4K
33	FORTEM FINANCIAL GROUP, LLC added	Shares	+552	+$240.0K	$503.5K
34	LANDAAS & CO /WI /ADV added	Shares	+569	+$237.7K	$570.1K
35	G&S Capital LLC new	Shares	+462	+$235.5K	$235.5K
36	Nautilus Advisors LLC new	Shares	+430	+$224.9K	$224.9K
37	Box Hill Private Wealth LLC new	Shares	+428	+$218.1K	$218.1K
38	FORONJY FINANCIAL LLC new	Shares	+424	+$215.8K	$215.8K
39	MRA Advisory Group added	Shares	+526	+$214.8K	$551.0K
40	Wealthcare Capital Partners, LLC new	Shares	+409	+$208.1K	$208.1K
41	BARRETT & COMPANY, INC. added	Shares	+507	+$205.6K	$541.3K
42	Legacy Advisors, LLC new	Shares	+398	+$202.5K	$202.5K
43	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+566	+$196.3K	$782.5K
44	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+441	+$189.3K	$414.7K
45	LAWOOD & CO added	Shares	+470	+$183.4K	$540.0K
46	ASPIRIANT, LLC added	Shares	+500	+$164.3K	$740.2K
47	Kenora Financial, LLC added	Shares	+546	+$154.5K	$942.0K
48	Atlatl Advisers LLC new	Shares	+273	+$139.1K	$139.1K
49	LifeSteps Financial, Inc. new	Shares	+256	+$130.4K	$130.4K
50	Community Financial Services Group, LLC added	Shares	+260	+$129.5K	$169.1K

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