Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAdage Capital Partners Gp, L.l.c.
ManagerPhil Gross, Robert Atchinson
Latest Disclosed Ownership812,505 shares
Latest Disclosed Value $ 191,978,681
Adage Capital Partners Gp, L.l.c. reports 71.81% increase in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Adage Capital Partners Gp, L.l.c. filed a 13F-HR form disclosing ownership of 812,505 shares of Lowe's Companies, Inc. (MX:LOW) valued at $191,978,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 472,905 shares of Lowe's Companies, Inc.. This represents a change in shares of 71.81% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 812,505 339,600 71.81 191,979 68.34 0.2961
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 472,905 -90,200 -16.02 114,046 -19.41 0.1726
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 563,105 266,700 89.98 141,514 115.19 0.2241
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 296,405 -391,900 -56.94 65,763 -59.03 0.1108
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 688,305 44,400 6.90 160,533 1.02 0.2973
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 643,905 112,795 21.24 158,916 10.47 0.2779
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 531,110 -272,795 -33.93 143,851 -18.83 0.2540
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 803,905 189,400 30.82 177,229 13.22 0.3281
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 614,505 -30,293 -4.70 156,533 9.08 0.2955
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 644,798 -38,800 -5.68 143,500 1.00 0.2971
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 683,598 43,400 6.78 142,079 -1.67 0.3222
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 640,198 -292,550 -31.36 144,493 -22.53 0.3139
2023-05-15 2023-03-31 13F LOWES COS COM 548661107 932,748 55,086 6.28 186,522 6.67 0.4183
2023-02-14 2022-12-31 13F LOWES COS COM 548661107 877,662 201,467 29.79 174,865 37.69 0.4183
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 676,195 -37,310 -5.23 126,996 1.90 0.3150
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 713,505 -127,300 -15.14 124,628 -26.69 0.2857
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 840,805 43,000 5.39 170,002 -17.56 0.3228
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 797,805 -61,200 -7.12 206,217 18.34 0.3713
2021-11-15 2021-09-30 13F LOWES COS COM 548661107 859,005 464,978 118.01 174,258 128.00 0.3432
2021-08-16 2021-06-30 13F LOWES COS COM 548661107 394,027 -157,500 -28.56 76,429 -27.13 0.1497
2021-05-17 2021-03-31 13F LOWES COS COM 548661107 551,527 -610,185 -52.52 104,889 -43.75 0.2142
2021-02-16 2020-12-31 13F LOWES COS COM 548661107 1,161,712 310,869 36.54 186,466 32.13 0.4065
2020-11-16 2020-09-30 13F LOWES COS COM 548661107 850,843 -562,017 -39.78 141,121 -26.08 0.3533
2020-08-14 2020-06-30 13F LOWES COS COM 548661107 1,412,860 388,917 37.98 190,906 116.67 0.4888
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 1,023,943 131,200 14.70 88,110 -17.59 0.2631
2020-02-14 2019-12-31 13F LOWES COS COM 548661107 892,743 -45,000 -4.80 106,915 3.69 0.2626
2019-11-14 2019-09-30 13F LOWES COS COM 548661107 937,743 -20,000 -2.09 103,114 6.69 0.2532
2019-08-14 2019-06-30 13F LOWES COS COM 548661107 957,743 -48,900 -4.86 96,646 -12.30 0.2406
2019-05-15 2019-03-31 13F LOWES COS COM 548661107 1,006,643 5,300 0.53 110,197 19.15 0.2755
2019-02-14 2018-12-31 13F LOWES COS COM 548661107 1,001,343 -50,700 -4.82 92,484 -23.44 0.2562
2018-11-14 2018-09-30 13F LOWES COS COM 548661107 1,052,043 -937,700 -47.13 120,796 -36.48 0.2695
2018-08-14 2018-06-30 13F LOWES COS COM 548661107 1,989,743 875,700 78.61 190,160 94.52 0.4354
2018-05-15 2018-03-31 13F LOWES COS COM 548661107 1,114,043 -65,300 -5.54 97,757 -10.81 0.2275
2018-02-14 2017-12-31 13F LOWES COS COM 548661107 1,179,343 -31,700 -2.62 109,608 13.22 0.2479
2017-11-14 2017-09-30 13F LOWES COS COM 548661107 1,211,043 -25,700 -2.08 96,811 0.97 0.2353
2017-08-14 2017-06-30 13F LOWES COS COM 548661107 1,236,743 -11,400 -0.91 95,885 -6.55 0.2346
2017-05-15 2017-03-31 13F LOWES COS COM 548661107 1,248,143 259,000 26.18 102,610 45.86 0.2586
2017-02-14 2016-12-31 13F LOWES COS COM 548661107 989,143 -287,900 -22.54 70,348 -23.71 0.1922
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 1,277,043 -350,800 -21.55 92,215 -28.45 0.2540
2016-08-15 2016-06-30 13F LOWES COS COM 548661107 1,627,843 -438,900 -21.24 128,876 -17.68 0.3516
2016-05-16 2016-03-31 13F LOWES COS COM 548661107 2,066,743 681,400 49.19 156,556 48.62 0.4246
2016-02-16 2015-12-31 13F LOWES COS COM 548661107 1,385,343 332,600 31.59 105,341 45.19 0.2761
2015-11-16 2015-09-30 13F LOWES COS COM 548661107 1,052,743 7,700 0.74 72,555 3.67 0.2014
2015-08-14 2015-06-30 13F LOWES COS COM 548661107 1,045,043 -330,000 -24.00 69,987 -31.58 0.1745
2015-05-15 2015-03-31 13F LOWES COS COM 548661107 1,375,043 57,000 4.32 102,289 12.80 0.2494
2015-02-17 2014-12-31 13F LOWES COS COM 548661107 1,318,043 179,100 15.73 90,681 50.45 0.2218
2014-11-14 2014-09-30 13F LOWES COS COM 548661107 1,138,943 153,100 15.53 60,272 27.40 0.1489
2014-08-14 2014-06-30 13F LOWES COS COM 548661107 985,843 -24,100 -2.39 47,311 -4.20 0.1223
2014-05-15 2014-03-31 13F LOWES COS COM 548661107 1,009,943 -26,900 -2.59 49,386 -3.87 0.1349
2014-02-14 2013-12-31 13F LOWES COS COM 548661107 1,036,843 -8,807 -0.84 51,375 3.20 0.1361
2013-11-14 2013-09-30 13F LOWES COS COM 548661107 1,045,650 50,000 5.02 49,784 22.25 0.1431
2013-08-14 2013-06-30 13F LOWES COS COM 548661107 995,650 -87,800 -8.10 40,722 -0.88 0.1255
2013-07-12 2013-03-31 13F/A-1 LOWES COS COM 548661107 1,083,450 1,083,450 41,084 0.1358
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.