Stock ownership · SEC 13F · Q4 2025
LOWES COS INC
A breakdown of LOWES COS INC's institutional base (CUSIP 548661107): the holders, the concentration among them, and what changed last quarter.
- $55.5M
- Reported value
- 15
- Institutions
- 92%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, LOWES COS INC ranks #219 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 15 institutions report $55.5M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 15
- institutions hold it
- $55.5M
- reported 13F value
- 92%
- held by top 5
- #219
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, LOWES COS INC ranks #219 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 548661107 · Q4 2025 $55M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #219/775
- HOLDERS-NARROW 15 filers
- CONC-DOM 92% top-5
- PHOTO-FINISH IBM
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: IBM CORP
Read with: Ownership concentration guide - LOWES COS INC's top-five holders account for 92% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · LOWES COS INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
LOWES COS INC vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
15 Top 34% higher than 66% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a LOWES COS INC position has risen from 14 to 15 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | MARINER INVESTMENT GROUP LLC | 101,000 | $24.4M | 43.9% |
| 2 | Anchor Investment Management, LLC | 47,717 | $11.5M | 20.7% |
| 3 | Pacer Advisors, Inc. | 44,397 | $10.7M | 19.3% |
| 4 | Tempo Wealth, LLC | 11,962 | $2.9M | 5.2% |
| 5 | J. Stern & Co. LLP | 1,490,369 | $1.5M | 2.7% |
| 6 | GROUPAMA ASSET MANAGMENT | 6,007 | $1.4M | 2.6% |
| 7 | Astoria Portfolio Advisors LLC. | 4,990 | $1.4M | 2.5% |
| 8 | MidFirst Bank | 2,856 | $689K | 1.2% |
| 9 | Lynch Investment Planning, LLC | 1,289 | $311K | 0.6% |
| 10 | DGS Capital Management, LLC | 1,175 | $283K | 0.5% |
| 11 | TD Capital Management LLC | 1,163 | $280K | 0.5% |
| 12 | Strategic Investment Solutions, Inc. /IL | 331 | $80K | 0.1% |
| 13 | Bell Investment Advisors, Inc | 267 | $64K | 0.1% |
| 14 | Compass Financial Services Inc | 34 | $8K | 0.0% |
| 15 | SG Trading Solutions, LLC | 2,685 | $648 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among LOWES COS INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for LOWES COS INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($55.5M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (15 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.