Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionHolderness Investments Co
Latest Disclosed Ownership13,180 shares
Latest Disclosed Value $ 3,114,147
Holderness Investments Co reports 1.49% increase in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Holderness Investments Co filed a 13F-HR form disclosing ownership of 13,180 shares of Lowe's Companies, Inc. (MX:LOW) valued at $3,114,147 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,986 shares of Lowe's Companies, Inc.. This represents a change in shares of 1.49% 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)
2026-05-12 2026-03-31 13F LOWES COS COM 548661107 13,180 194 1.49 3,114 -0.54 0.6254
2026-02-10 2025-12-31 13F LOWES COS COM 548661107 12,986 6 0.05 3,132 -3.99 0.6370
2025-11-12 2025-09-30 13F LOWES COS COM 548661107 12,980 -34 -0.26 3,262 12.95 0.6658
2025-08-12 2025-06-30 13F LOWES COS COM 548661107 13,014 52 0.40 2,887 -4.50 0.6210
2025-05-13 2025-03-31 13F LOWES COS COM 548661107 12,962 128 1.00 3,023 -4.55 0.7048
2025-02-11 2024-12-31 13F LOWES COS COM 548661107 12,834 54 0.42 3,167 -8.49 0.6985
2024-11-12 2024-09-30 13F LOWES COS COM 548661107 12,780 904 7.61 3,461 32.20 0.7557
2024-08-13 2024-06-30 13F/A-1 LOWES COS COM 548661107 11,876 -62 -0.52 2,618 -13.88 0.6177
2024-08-13 2024-06-30 13F LOWES COS COM 548661107 11,876 -62 2,618 0.6177
2024-05-13 2024-03-31 13F LOWES COS COM 548661107 11,938 11 0.09 3,041 14.54 0.7433
2024-02-13 2023-12-31 13F LOWES COS COM 548661107 11,927 4 0.03 2,654 7.10 0.7287
2023-11-15 2023-09-30 13F LOWES COS COM 548661107 11,923 -185 -1.53 2,478 -9.30 0.9643
2023-08-15 2023-06-30 13F LOWES COS COM 548661107 12,108 40 0.33 2,733 13.22 1.0096
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 12,068 6 0.05 2,413 0.42 0.9646
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 12,062 -8 -0.07 2,403 6.00 1.0359
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 12,070 -352 -2.83 2,267 4.47 1.0303
2022-08-15 2022-06-30 13F LOWES COS COM 548661107 12,422 3 0.02 2,170 -13.58 0.9057
2022-05-12 2022-03-31 13F LOWES COS COM 548661107 12,419 -93 -0.74 2,511 -22.36 0.8371
2022-02-09 2021-12-31 13F LOWES COS COM 548661107 12,512 -48 -0.38 3,234 26.92 0.9550
2021-11-12 2021-09-30 13F LOWES COS COM 548661107 12,560 2,057 19.58 2,548 25.09 0.8411
2021-08-09 2021-06-30 13F LOWES COS COM 548661107 10,503 3 0.03 2,037 2.00 0.6728
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 10,500 -73 -0.69 1,997 17.68 0.7171
2021-02-05 2020-12-31 13F LOWES COS COM 548661107 10,573 393 3.86 1,697 0.53 0.6583
2020-11-09 2020-09-30 13F LOWES COS COM 548661107 10,180 -122 -1.18 1,688 21.26 0.6965
2020-08-13 2020-06-30 13F LOWES COS COM 548661107 10,302 -146 -1.40 1,392 54.84 0.6196
2020-05-13 2020-03-31 13F LOWES COS COM 548661107 10,448 -2,222 -17.54 899 -40.74 0.5082
2020-02-05 2019-12-31 13F LOWES COS COM 548661107 12,670 -121 -0.95 1,517 7.89 0.6503
2019-11-01 2019-09-30 13F LOWES COS COM 548661107 12,791 -683 -5.07 1,406 3.38 0.6543
2019-08-02 2019-06-30 13F LOWES COS COM 548661107 13,474 252 1.91 1,360 -6.01 0.6169
2019-05-20 2019-03-31 13F LOWES COS COM 548661107 13,222 -72 -0.54 1,447 17.83 0.6928
2019-02-13 2018-12-31 13F LOWES COS COM 548661107 13,294 302 2.32 1,228 -17.69 0.6714
2018-11-13 2018-09-30 13F LOWES COS COM 548661107 12,992 3 0.02 1,492 20.23 0.6720
2018-08-16 2018-06-30 13F LOWES COS COM 548661107 12,989 -238 -1.80 1,241 6.89 0.6034
2018-05-10 2018-03-31 13F LOWES COS COM 548661107 13,227 309 2.39 1,161 -3.33 0.5735
2018-02-13 2017-12-31 13F LOWES COS COM 548661107 12,918 -294 -2.23 1,201 13.73 0.5899
2017-11-09 2017-09-30 13F LOWES COS COM 548661107 13,212 -247 -1.84 1,056 1.15 0.5488
2017-08-14 2017-06-30 13F LOWES COS COM 548661107 13,459 -73 -0.54 1,044 -6.12 0.5535
2017-05-08 2017-03-31 13F LOWES COS COM 548661107 13,532 9,587 243.02 1,112 295.73 0.5646
2017-02-03 2016-12-31 13F LOWES COS COM 548661107 3,945 0 0.00 281 -1.40 0.2487
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 3,945 0 0.00 285 -8.65 0.2851
2016-08-12 2016-06-30 13F LOWES COS COM 548661107 3,945 0 0.00 312 4.35 0.3141
2016-05-11 2016-03-31 13F LOWES COS COM 548661107 3,945 0 0.00 299 -0.33 0.2852
2016-02-08 2015-12-31 13F LOWES COS COM 548661107 3,945 -250 -5.96 300 3.81 0.2971
2015-11-09 2015-09-30 13F LOWES COS COM 548661107 4,195 0 0.00 289 2.85 0.3036
2015-08-14 2015-06-30 13F LOWES COS COM 548661107 4,195 0 0.00 281 -9.94 0.2869
2015-05-14 2015-03-31 13F LOWES COS COM 548661107 4,195 0 0.00 312 8.33 0.3170
2015-02-13 2014-12-31 13F LOWES COS COM 548661107 4,195 4,195 288 0.2944
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.