• LOCKHEED MARTIN CORP Ownership Breakdown

  • Ownership Breakdown: LMT

    as of 7/23/08
    Large Block Holder Type Number  
    Institutions 839
     
    Total Number of Shares Held
    404.97 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 1,820
    Other Major 18
    Total Number of Large Block Holders 2,677
  • Top 10 Institutional Holders: LMT

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    State Street Global Advisors (US) 76.04 M 7.55 B 1.45% 18.78% Low
    Marsico Capital Management, L.L.C. 23.65 M 2.35 B 2.86% 5.84% Medium
    Fidelity Management & Research 20.65 M 2.05 B 0.30% 5.10% Low
    MFS Investment Management 15.24 M 1.51 B 1.35% 3.76% Low
    Wellington Management Company, LLP 14.79 M 1.47 B 0.47% 3.65% Low
    AllianceBernstein L.P. 11 M 1.09 B 0.31% 2.72% Low
    Vanguard Group, Inc. 10.52 M 1.04 B 0.19% 2.60% Low
    Barclays Global Investors, N.A. 9.45 M 938.43 M 0.13% 2.33% Low
    Capital World Investors 7.74 M 768.40 M 0.17% 1.91% Medium
    NWQ Investment Management Company, LLC 6.34 M 629.76 M 2.27% 1.57% Low

    Total % of Shares Owned by:

    Top 10 Holders
    48.26%
    Top 25 Holders
    61.13%
    Top 50 Holders
    71.32%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: LMT

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Fidelity Contrafund 4.81 M 525.98 M 0.73% 1.19% Medium
    MFS Value Fund 4.27 M 466.86 M 4.41% 1.05% Low
    Vanguard Wellington Fund, Inc. 3.44 M 341.86 M 1.08% 0.85% Low
    American Funds Growth Fund of America 3.33 M 330.67 M 0.22% 0.82% Low
    Vanguard 500 Index Fund 3.26 M 323.59 M 0.30% 0.80% Low
    Vanguard Total Stock Market Index Fund 2.49 M 247.67 M 0.24% 0.62% Low
    Columbia Marsico Growth Master Portfolio 2.23 M 244.46 M 3.73% 0.55% Medium
    Columbia Marsico Growth Fund 2.23 M 241.06 M 3.98% 0.55% Medium
    CREF Stock Account 2.25 M 223.45 M 0.19% 0.56% Low
    SPDR Trust Series 1 2.19 M 216.48 M 0.30% 0.54% Low

    Total % of Shares Owned by:

    Top 10 Holders
    7.53%
    Top 25 Holders
    13.17%
    Top 50 Holders
    18.03%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: LMT

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    BNP Paribas Arbitrage SA 136,629 13.57 M 0.03% High
    Stevens (Robert J) 28,061 2.79 M 0.01% Low
    Coutts (Robert B) 23,757 2.45 M 0.01% Low
    KBC Group NV 16,837 1.67 M 0.00% Medium
    Kubasik (Christopher E) 15,694 1.55 M 0.00% Low
    Gooden (Linda R) 8,561 883,495.00 0.00%
    Murphy (Eugene F) 6,000 619,200.00 0.00% Low
    Bennett (Marcus C) 5,892 608,054.00 0.00% Low
    Maguire (Joanne M) 3,891 401,551.00 0.00%
    Orrstown Financial Services, Inc. 3,775 374,858.00 0.00%

    Total % of Shares Owned by:

    Top 10 Holders
    0.06%
    Top 25 Holders
    0.06%
    Top 50 Holders
    0.06%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.