Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership20,461 shares
Latest Disclosed Value $ 4,934,421
Global Retirement Partners, LLC reports 84.73% increase in ownership of LOW / Lowe's Companies, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 20,461 shares of Lowe's Companies, Inc. (MX:LOW) valued at $4,934,421 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 11,076 shares of Lowe's Companies, Inc.. This represents a change in shares of 84.73% 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)
2026-02-06 2025-12-31 13F LOWES COS COM 548661107 20,461 9,385 84.73 4,934 77.29 0.0876
2025-10-21 2025-09-30 13F LOWES COS COM 548661107 11,076 -648 -5.53 2,784 7.00 0.0623
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 11,724 1,053 9.87 2,601 -1.22 0.0645
2025-01-31 2024-12-31 13F LOWES COS COM 548661107 10,671 -179 -1.65 2,634 -10.38 0.0754
2024-10-16 2024-09-30 13F LOWES COS COM 548661107 10,850 -1,049 -8.82 2,939 12.01 0.0888
2024-07-23 2024-06-30 13F LOWES COS COM 548661107 11,899 1,614 15.69 2,623 0.15 0.0821
2024-04-23 2024-03-31 13F LOWES COS COM 548661107 10,285 -45 -0.44 2,620 15.07 0.0977
2024-01-18 2023-12-31 13F LOWES COS COM 548661107 10,330 435 4.40 2,277 15.24 0.0953
2023-10-13 2023-09-30 13F LOWES COS COM 548661107 9,895 376 3.95 1,975 -8.05 0.0995
2023-07-20 2023-06-30 13F LOWES COS COM 548661107 9,519 969 11.33 2,148 22.39 0.1049
2023-05-08 2023-03-31 13F LOWES COS COM 548661107 8,550 1,639 23.72 1,755 27.54 0.0933
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 6,911 640 10.21 1,377 12.60 0.0946
2022-11-03 2022-09-30 13F LOWES COS COM 548661107 6,271 -203 -3.14 1,222 8.05 0.0925
2022-07-15 2022-06-30 13F LOWES COS COM 548661107 6,474 -129 -1.95 1,131 -7.22 0.0908
2022-07-14 2022-03-31 13F LOWES COS COM 548661107 6,603 6,603 1,219 0.0958
2022-01-21 2021-12-31 13F LOWES COS COM 548661107 0 -7,976 -100.00 0 -100.00
2021-10-22 2021-09-30 13F LOWES COS COM 548661107 7,976 -13 -0.16 1,618 4.39 0.1600
2021-07-15 2021-06-30 13F LOWES COS COM 548661107 7,989 540 7.25 1,550 9.39 0.1588
2021-04-14 2021-03-31 13F LOWES COS COM 548661107 7,449 -50 -0.67 1,417 17.69 0.1659
2021-01-13 2020-12-31 13F LOWES COS COM 548661107 7,499 -306 -3.92 1,204 -7.03 0.1508
2020-10-09 2020-09-30 13F LOWES COS COM 548661107 7,805 -896 -10.30 1,295 10.12 0.1896
2020-07-13 2020-06-30 13F LOWES COS COM 548661107 8,701 -967 -10.00 1,176 41.35 0.1876
2020-04-28 2020-03-31 13F LOWES COS COM 548661107 9,668 -98 -1.00 832 -28.89 0.1574
2020-01-23 2019-12-31 13F LOWES COS COM 548661107 9,766 4,037 70.47 1,170 85.71 0.1792
2019-11-19 2019-09-30 13F LOWES COS COM 548661107 5,729 1,437 33.48 630 45.50 0.1036
2019-11-19 2019-06-30 13F LOWES COS COM 548661107 4,292 1,373 47.04 433 35.74 0.0829
2019-05-07 2019-03-31 13F LOWES COS COM 548661107 2,919 292 11.12 319 31.28 0.0772
2019-02-22 2018-12-31 13F LOWES COS COM 548661107 2,627 -391 -12.96 243 -29.97 0.0621
2018-10-17 2018-09-30 13F LOWES COS COM 548661107 3,018 -34 -1.11 347 18.84 0.0784
2018-08-13 2018-06-30 13F LOWES COS COM 548661107 3,052 110 3.74 292 13.18 0.0738
2018-08-10 2018-03-31 13F LOWES COS COM 548661107 2,942 479 19.45 258 12.66 0.0711
2018-08-13 2017-12-31 13F LOWES COS COM 548661107 2,463 133 5.71 229 23.12 0.0629
2018-08-10 2017-09-30 13F LOWES COS COM 548661107 2,330 222 10.53 186 14.11 0.0769
2018-08-10 2017-06-30 13F LOWES COS COM 548661107 2,108 691 48.76 163 40.52 0.0766
2018-08-10 2017-03-31 13F LOWES COS COM 548661107 1,417 405 40.02 116 61.11 0.0648
2018-08-10 2016-12-31 13F LOWES COS COM 548661107 1,012 1,012 72 0.0484
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.