Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionAtria Investments Llc
Latest Disclosed Ownership43,345 shares
Latest Disclosed Value $ 10,241,527
Atria Investments Llc reports 2.27% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 5, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 43,345 shares of Lowe's Companies, Inc. (MX:LOW) valued at $10,241,527 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 44,354 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.27% 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)
2026-05-05 2026-03-31 13F LOWES COS COM 548661107 43,345 -1,009 -2.27 10,242 -4.25 0.1146
2026-02-05 2025-12-31 13F LOWES COS COM 548661107 44,354 -399 -0.89 10,696 -4.89 0.1216
2025-11-06 2025-09-30 13F LOWES COS COM 548661107 44,753 -1,361 -2.95 11,247 9.92 0.1285
2025-08-04 2025-06-30 13F LOWES COS COM 548661107 46,114 -5,815 -11.20 10,231 -15.52 0.1208
2025-05-06 2025-03-31 13F LOWES COS COM 548661107 51,929 -5,285 -9.24 12,112 -14.23 0.1552
2025-02-06 2024-12-31 13F LOWES COS COM 548661107 57,214 -2,159 -3.64 14,120 -12.19 0.1757
2024-11-01 2024-09-30 13F LOWES COS COM 548661107 59,373 -4,611 -7.21 16,081 14.00 0.1997
2024-08-13 2024-06-30 13F LOWES COS COM 548661107 63,984 -5,669 -8.14 14,107 -20.47 0.1827
2024-05-21 2024-03-31 13F LOWES COS COM 548661107 69,653 -9,705 -12.23 17,738 0.45 0.2441
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 79,358 -2,372 -2.90 17,658 3.97 0.2733
2023-11-07 2023-09-30 13F LOWES COS COM 548661107 81,730 43 0.05 16,985 -7.86 0.3025
2023-08-04 2023-06-30 13F LOWES COS COM 548661107 81,687 -2,172 -2.59 18,433 9.94 0.3328
2023-05-10 2023-03-31 13F LOWES COS COM 548661107 83,859 2,615 3.22 16,767 3.60 0.3174
2023-01-31 2022-12-31 13F LOWES COS COM 548661107 81,244 -2,073 -2.49 16,186 3.43 0.3318
2022-11-01 2022-09-30 13F LOWES COS COM 548661107 83,317 -235 -0.28 15,648 7.22 0.3455
2022-08-11 2022-06-30 13F LOWES COS COM 548661107 83,552 -18,623 -18.23 14,594 -29.36 0.3060
2022-05-02 2022-03-31 13F LOWES COS COM 548661107 102,175 3,072 3.10 20,659 -19.35 0.3617
2022-02-04 2021-12-31 13F LOWES COS COM 548661107 99,103 -23,690 -19.29 25,616 2.83 0.4565
2021-11-16 2021-09-30 13F LOWES COS COM 548661107 122,793 6,233 5.35 24,910 10.18 0.4500
2021-08-10 2021-06-30 13F LOWES COS COM 548661107 116,560 3,711 3.29 22,609 5.34 0.4363
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 112,849 10,663 10.43 21,462 30.85 0.4750
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 102,186 2,115 2.11 16,402 -1.18 0.3958
2020-11-05 2020-09-30 13F LOWES COS COM 548661107 100,071 8 0.01 16,598 22.76 0.5042
2020-09-22 2020-06-30 13F/A-1 LOWES COS COM 548661107 100,063 100,063 13,521 0.4633
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 0 -78,105 -100.00 0 -100.00
2020-02-11 2019-12-31 13F LOWES COS COM 548661107 78,105 42,142 117.18 9,354 136.57 0.2534
2019-11-14 2019-09-30 13F LOWES COS COM 548661107 35,963 2,334 6.94 3,954 24.03 0.1409
2019-08-26 2019-06-30 13F/A-1 LOWES COS COM 548661107 33,629 3,043 9.95 3,188 -4.78 0.1189
2019-05-15 2019-03-31 13F LOWES COS COM 548661107 30,586 -1,767 -5.46 3,348 12.05 0.1417
2019-02-12 2018-12-31 13F LOWES COS COM 548661107 32,353 1,609 5.23 2,988 -15.35 0.1324
2018-10-09 2018-09-30 13F LOWES COS COM 548661107 30,744 5,549 22.02 3,530 46.59 0.1395
2018-07-13 2018-06-30 13F LOWES COS COM 548661107 25,195 -1,013 -3.87 2,408 4.70 0.1058
2018-04-30 2018-03-31 13F LOWES COS COM 548661107 26,208 1,535 6.22 2,300 0.31 0.1110
2018-01-12 2017-12-31 13F LOWES COS COM 548661107 24,673 3,996 19.33 2,293 38.72 0.1139
2017-10-12 2017-09-30 13F LOWES COS COM 548661107 20,677 5,294 34.41 1,653 38.56 0.0900
2017-07-10 2017-06-30 13F LOWES COS COM 548661107 15,383 3,601 30.56 1,193 23.12 0.0730
2017-04-14 2017-03-31 13F LOWES COS COM 548661107 11,782 2,213 23.13 969 42.29 0.0631
2017-01-13 2016-12-31 13F LOWES COS COM 548661107 9,569 -4,589 -32.41 681 -33.37 0.0520
2016-10-12 2016-09-30 13F LOWES COS COM 548661107 14,158 2,875 25.48 1,022 10.85 0.0939
2016-07-12 2016-06-30 13F LOWES COS COM 548661107 11,283 -554 -4.68 922 2.79 0.0993
2016-04-19 2016-03-31 13F LOWES COS COM 548661107 11,837 1,898 19.10 897 27.41 0.1019
2016-01-14 2015-12-31 13F LOWES COS COM 548661107 9,939 1,157 13.17 704 16.36 0.0774
2015-11-16 2015-09-30 13F/A-1 LOWES COS COM 548661107 8,782 -1,877 -17.61 605 -15.27 0.0836
2015-11-12 2015-09-30 13F LOWES COS COM 548661107 605 8,782
2015-08-03 2015-06-30 13F LOWES COS COM 548661107 10,659 -4 -0.04 714 -9.96 0.0838
2015-04-13 2015-03-31 13F LOWES COS COM 548661107 10,663 -6,682 -38.52 793 -33.53 0.0898
2015-01-12 2014-12-31 13F LOWES COS COM 548661107 17,345 -2,145 -11.01 1,193 15.71 0.1267
2014-11-12 2014-09-30 13F LOWES COS COM 548661107 19,490 -297 -1.50 1,031 8.53 0.1054
2014-07-21 2014-06-30 13F LOWES COS COM 548661107 19,787 367 1.89 950 0.00 0.0948
2014-05-12 2014-03-31 13F LOWES COS COM 548661107 19,420 1,021 5.55 950 4.17 0.0968
2014-01-09 2013-12-31 13F LOWES COS COM 548661107 18,399 689 3.89 912 8.19 0.0908
2013-10-28 2013-09-30 13F LOWES COS COM 548661107 17,710 3,131 21.48 843 41.44 0.0877
2013-07-24 2013-06-30 13F LOWES COS COM 548661107 14,579 14,579 596 0.0726
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.