Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAtomi Financial Group, Inc.
Latest Disclosed Ownership8,954 shares
Latest Disclosed Value $ 2,115,544
Atomi Financial Group, Inc. reports 17.94% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 14, 2026 - Atomi Financial Group, Inc. filed a 13F-HR form disclosing ownership of 8,954 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,115,544 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 10,911 shares of Lowe's Companies, Inc.. This represents a change in shares of -17.94% 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)
2026-05-14 2026-03-31 13F LOWES COS COM 548661107 8,954 -1,957 -17.94 2,116 -19.61 0.0649
2026-02-19 2025-12-31 13F LOWES COS COM 548661107 10,911 1,836 20.23 2,631 15.39 0.0772
2025-11-10 2025-09-30 13F LOWES COS COM 548661107 9,075 1,359 17.61 2,281 33.26 0.0737
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 7,716 186 2.47 1,712 -2.56 0.0647
2025-05-14 2025-03-31 13F LOWES COS COM 548661107 7,530 498 7.08 1,756 1.21 0.0800
2025-01-17 2024-12-31 13F LOWES COS COM 548661107 7,032 442 6.71 1,736 -2.75 0.0877
2024-10-08 2024-09-30 13F LOWES COS COM 548661107 6,590 2,301 53.65 1,785 88.78 0.1115
2024-07-26 2024-06-30 13F LOWES COS COM 548661107 4,289 1,356 46.23 946 26.51 0.0700
2024-05-07 2024-03-31 13F LOWES COS COM 548661107 2,933 1,516 106.99 747 137.14 0.0689
2024-02-08 2023-12-31 13F LOWES COS COM 548661107 1,417 1,417 315 0.0436
2023-11-09 2023-09-30 13F LOWES COS COM 548661107 0 -5,433 -100.00 0 -100.00
2023-08-03 2023-06-30 13F LOWES COS COM 548661107 5,433 33 0.61 1,226 13.62 0.5592
2023-06-07 2023-03-31 13F LOWES COS COM 548661107 5,400 5,400 1,080 0.6033
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.