Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionDoliver Advisors, Lp
Latest Disclosed Ownership7,827 shares
Latest Disclosed Value $ 1,849,364
Doliver Advisors, Lp reports 2.82% decrease in ownership of LOW / Lowe's Companies, Inc.

On April 8, 2026 - Doliver Advisors, Lp filed a 13F-HR form disclosing ownership of 7,827 shares of Lowe's Companies, Inc. (MX:LOW) valued at $1,849,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 8,054 shares of Lowe's Companies, Inc.. This represents a change in shares of -2.82% 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)
2026-04-08 2026-03-31 13F LOWES COS COM 548661107 7,827 -227 -2.82 1,849 -4.79 0.4204
2026-01-06 2025-12-31 13F LOWES COS COM 548661107 8,054 -22 -0.27 1,942 -4.29 0.4860
2025-10-07 2025-09-30 13F LOWES COS COM 548661107 8,076 -30 -0.37 2,030 12.85 0.5251
2025-07-02 2025-06-30 13F LOWES COS COM 548661107 8,106 174 2.19 1,798 -2.76 0.4927
2025-04-08 2025-03-31 13F LOWES COS COM 548661107 7,932 -214 -2.63 1,850 -8.01 0.5198
2025-01-06 2024-12-31 13F LOWES COS COM 548661107 8,146 23 0.28 2,010 -8.64 0.5587
2024-10-02 2024-09-30 13F LOWES COS COM 548661107 8,123 -119 -1.44 2,200 21.08 0.6037
2024-07-12 2024-06-30 13F LOWES COS COM 548661107 8,242 2,562 45.11 1,817 25.66 0.5072
2024-04-12 2024-03-31 13F LOWES COS COM 548661107 5,680 4,146 270.27 1,447 324.05 0.4072
2024-01-03 2023-12-31 13F LOWES COS COM 548661107 1,534 -7 -0.45 341 6.56 0.1047
2023-10-10 2023-09-30 13F LOWES COS COM 548661107 1,541 -10 -0.64 320 -8.57 0.0964
2023-08-07 2023-06-30 13F LOWES COS COM 548661107 1,551 0 0.00 350 12.90 0.1066
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 1,551 -27 -1.71 310 -1.27 0.0973
2023-02-07 2022-12-31 13F LOWES COS COM 548661107 1,578 -250 -13.68 314 -8.45 0.1033
2022-11-09 2022-09-30 13F LOWES COS COM 548661107 1,828 0 0.00 343 7.52 0.1266
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 1,828 -300 -14.10 319 -25.81 0.1133
2022-05-09 2022-03-31 13F LOWES COS COM 548661107 2,128 -30 -1.39 430 -12.96 0.1359
2022-02-07 2021-12-31 13F LOWES COS COM 548661107 2,158 -319 -12.88 494 -1.59 0.1543
2021-11-03 2021-09-30 13F LOWES COS COM 548661107 2,477 228 10.14 502 15.14 0.1687
2021-08-06 2021-06-30 13F LOWES COS COM 548661107 2,249 754 50.43 436 53.52 0.1446
2021-05-07 2021-03-31 13F LOWES COS COM 548661107 1,495 2 0.13 284 18.33 0.1056
2021-02-04 2020-12-31 13F LOWES COS COM 548661107 1,493 245 19.63 240 15.94 0.1061
2020-11-13 2020-09-30 13F LOWES COS COM 548661107 1,248 1,248 207 0.1050
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.