Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership32,643 shares
Latest Disclosed Value $ 7,712,888
Advisors Asset Management, Inc. reports 3.85% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 32,643 shares of Lowe's Companies, Inc. (MX:LOW) valued at $7,712,888 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 33,951 shares of Lowe's Companies, Inc.. This represents a change in shares of -3.85% 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.

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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 32,643 -1,308 -3.85 7,713 -5.80 0.1281
2026-02-12 2025-12-31 13F LOWES COS COM 548661107 33,951 -3,627 -9.65 8,188 -13.30 0.1375
2025-11-06 2025-09-30 13F LOWES COS COM 548661107 37,578 -3,087 -7.59 9,444 4.67 0.1603
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 40,665 -7,482 -15.54 9,022 -19.65 0.1615
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 48,147 514 1.08 11,229 -4.47 0.2110
2025-02-10 2024-12-31 13F LOWES COS COM 548661107 47,633 -3 -0.01 11,756 -8.89 0.2166
2024-11-08 2024-09-30 13F LOWES COS COM 548661107 47,636 -1,640 -3.33 12,902 18.77 0.2370
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 49,276 89 0.18 10,863 -13.30 0.2119
2024-05-14 2024-03-31 13F LOWES COS COM 548661107 49,187 1,725 3.63 12,529 18.62 0.2408
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 47,462 -4,086 -7.93 10,563 -1.41 0.2157
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 51,548 -3,475 -6.32 10,714 -13.73 0.2311
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 55,023 5,626 11.39 12,419 25.73 0.2537
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 49,397 4,001 8.81 9,878 9.21 0.2010
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 45,396 5,457 13.66 9,045 20.57 0.1863
2022-11-08 2022-09-30 13F LOWE'S COM 548661107 39,939 8,507 27.06 7,501 36.63 0.1577
2022-08-08 2022-06-30 13F LOWES COS COM 548661107 31,432 2,994 10.53 5,490 -4.52 0.1041
2022-05-17 2022-03-31 13F LOWES COS COM 548661107 28,438 -328 -1.14 5,750 -22.66 0.0885
2022-02-15 2021-12-31 13F LOWE'S COM 548661107 28,766 -301 -1.04 7,435 26.08 0.1061
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 29,067 -14,013 -32.53 5,897 -29.43 0.0897
2021-07-30 2021-06-30 13F LOWES COS COM 548661107 43,080 -19,107 -30.73 8,356 -29.35 0.1233
2021-05-07 2021-03-31 13F LOWES COS COM 548661107 62,187 -13,776 -18.14 11,827 -3.00 0.1839
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 75,963 -19,169 -20.15 12,193 -22.73 0.2016
2020-11-16 2020-09-30 13F LOWES COS COM 548661107 95,132 -14,953 -13.58 15,779 6.08 0.2918
2020-08-12 2020-06-30 13F LOWES COS COM 548661107 110,085 3,720 3.50 14,875 62.52 0.2896
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 106,365 -128 -0.12 9,153 -28.23 0.2177
2020-05-20 2019-12-31 13F/A-1 LOWES COS COM 548661107 106,493 784 0.74 12,754 9.72 0.2236
2020-02-14 2019-12-31 13F LOWES COS COM 548661107 106,493 784 12,754 112,884.9586
2019-11-14 2019-09-30 13F LOWES COS COM 548661107 105,709 7,131 7.23 11,624 16.85 0.2141
2019-11-14 2019-06-30 13F/A-1 LOWE'S COM 548661107 98,578 4,619 4.92 9,948 -3.29 0.1794
2019-08-14 2019-06-30 13F LOWES COS COM 548661107 98,578 4,619 9,948
2019-05-15 2019-03-31 13F LOWE'S COM 548661107 93,959 7,754 8.99 10,286 29.19 0.1831
2019-02-06 2018-12-31 13F/A-1 LOWES COS COM 548661107 86,205 -1,754 -1.99 7,962 -21.16 0.1603
2019-01-31 2018-12-31 13F LOWES COS COM 548661107 86,205 -1,754 7,962
2018-11-15 2018-09-30 13F LOWES COS COM 548661107 87,959 -2,630 -2.90 10,099 16.64 0.1651
2018-08-22 2018-06-30 13F/A-1 LOWES COS COM 548661107 90,589 15,712 20.98 8,658 29.07 0.1471
2018-08-15 2018-06-30 13F LOWES COS COM 548661107 3,668 -71,209 8,658
2018-05-15 2018-03-31 13F LOWES COS COM 548661107 74,877 867 1.17 6,708 -2.47 0.1124
2018-02-13 2017-12-31 13F LOWES COS COM 548661107 74,010 683 0.93 6,878 17.33 0.1131
2017-11-07 2017-09-30 13F LOWES COS COM 548661107 73,327 16,335 28.66 5,862 32.65 0.0982
2017-08-02 2017-06-30 13F LOWES COS COM 548661107 56,992 11,330 24.81 4,419 17.71 0.0739
2017-05-02 2017-03-31 13F LOWES COS COM 548661107 45,662 12,513 37.75 3,754 56.81 0.0629
2016-10-31 2016-09-30 13F LOWES COS COM 548661107 33,149 8 0.02 2,394 -8.77 0.0393
2016-08-08 2016-06-30 13F LOWES COS COM 548661107 33,141 2,950 9.77 2,624 14.74 0.0425
2016-05-16 2016-03-31 13F LOWES COS COM 548661107 30,191 -10,782 -26.31 2,287 -26.60 0.0380
2016-02-10 2015-12-31 13F LOWES COS COM 548661107 40,973 -2,342 -5.41 3,116 4.39 0.0494
2015-11-16 2015-09-30 13F LOWES COS COM 548661107 43,315 -16,478 -27.56 2,985 -25.45 0.0476
2015-08-11 2015-06-30 13F LOWES COS COM 548661107 59,793 -3,436 -5.43 4,004 -14.88 0.0550
2015-05-13 2015-03-31 13F LOWES COS COM 548661107 63,229 1,632 2.65 4,704 11.00 0.0627
2015-02-05 2014-12-31 13F LOWES COS COM 548661107 61,597 5,007 8.85 4,238 41.50 0.0568
2014-11-13 2014-09-30 13F LOWES COS COM 548661107 56,590 4,253 8.13 2,995 19.28 0.0413
2014-08-14 2014-06-30 13F LOWES COS COM 548661107 52,337 9,392 21.87 2,511 19.57 0.0348
2014-05-15 2014-03-31 13F LOWES COS COM 548661107 42,945 13,507 45.88 2,100 43.93 0.0318
2014-02-03 2013-12-31 13F LOWES COS COM 548661107 29,438 18,848 177.98 1,459 189.48 0.0235
2013-11-15 2013-09-30 13F LOWES COS COM 548661107 10,590 381 3.73 504 20.57 0.0089
2013-08-14 2013-06-30 13F LOWES COS COM 548661107 10,209 10,209 418 0.0079
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.