Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionImpax Asset Management Group plc
Latest Disclosed Ownership10,956 shares
Latest Disclosed Value $ 2,588,684
Impax Asset Management Group plc reports 74.29% increase in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Impax Asset Management Group plc filed a 13F-HR form disclosing ownership of 10,956 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,588,684 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 6,286 shares of Lowe's Companies, Inc.. This represents a change in shares of 74.29% 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 Lowe's Cos Common Stock 548661107 10,956 4,670 74.29 2,589 70.83 0.0180
2026-01-29 2025-12-31 13F Lowe's Cos Common Stock 548661107 6,286 0 0.00 1,516 -4.05 0.0095
2025-11-06 2025-09-30 13F Lowe's Cos Common Stock 548661107 6,286 -150 -2.33 1,580 10.65 0.0092
2025-08-08 2025-06-30 13F Lowe's Cos Common Stock 548661107 6,436 6,436 1,428 0.0082
2025-04-29 2025-03-31 13F Lowe's Cos Common Stock 548661107 0 -146,216 -100.00 0 -100.00
2025-02-04 2024-12-31 13F Lowe's Cos Common Stock 548661107 146,216 35,454 32.01 36,086 20.29 0.1634
2024-11-06 2024-09-30 13F/A-1 Lowe's Cos Common Stock 548661107 110,762 -40,239 -26.65 30,000 -9.88 0.1181
2024-10-30 2024-09-30 13F Lowe's Cos Common Stock 548661107 110,762 -40,239 30,000 0.1182
2024-11-08 2024-06-30 13F/A-1 Lowe's Cos Common Stock 548661107 151,001 -33,849 -18.31 33,290 -29.30 0.1355
2024-08-05 2024-06-30 13F Lowe's Cos Common Stock 548661107 151,001 -33,849 33,290 0.1357
2024-04-30 2024-03-31 13F Lowe's Cos Common Stock 548661107 184,850 -1,979 -1.06 47,087 13.25 0.1802
2024-01-26 2023-12-31 13F Lowe's Cos Common Stock 548661107 186,829 -76,486 -29.05 41,579 -24.03 0.1669
2023-11-07 2023-09-30 13F/A-1 Lowe's Cos Common Stock 548661107 263,315 -12,871 -4.66 54,727 -12.21 0.2445
2023-11-07 2023-09-30 13F Lowe's Cos Common Stock 548661107 263,315 54,727
2023-08-07 2023-06-30 13F Lowe's Cos Common Stock 548661107 276,186 -26,511 -8.76 62,335 2.98 0.2505
2023-05-10 2023-03-31 13F Lowe's Cos Common Stock 548661107 302,697 14,987 5.21 60,530 5.59 0.2529
2023-02-09 2022-12-31 13F Lowe's Cos Common Stock 548661107 287,710 73,052 34.03 57,323 42.19 0.2565
2022-11-08 2022-09-30 13F Lowe's Cos Common Stock 548661107 214,658 27,007 14.39 40,315 23.00 0.2072
2022-08-11 2022-06-30 13F/A-2 Lowe's Cos Common Stock 548661107 187,651 -9,977 -5.05 32,777 -17.97 0.1598
2022-08-02 2022-06-30 13F Lowe's Cos Common Stock 548661107 197,628 0 39,958 0.1652
2022-05-16 2022-03-31 13F Lowe's Cos Common Stock 548661107 197,628 16,211 8.94 39,958 -14.79 0.1652
2022-02-14 2021-12-31 13F Lowe's Cos Common Stock 548661107 181,417 -17,249 -8.68 46,892 16.35 0.1715
2021-11-12 2021-09-30 13F Lowe's Cos Common Stock 548661107 198,666 1,683 0.85 40,301 5.48 0.1655
2021-08-05 2021-06-30 13F Lowe's Cos Common Stock 548661107 196,983 139 0.07 38,209 2.06 0.1685
2021-05-14 2021-03-31 13F Lowe's Cos Common Stock 548661107 196,844 5,812 3.04 37,436 22.09 0.1915
2021-02-16 2020-12-31 13F Lowe's Cos Common Stock 548661107 191,032 1,721 0.91 30,663 -2.34 0.1951
2020-11-12 2020-09-30 13F Lowe's Cos Common Stock 548661107 189,311 532 0.28 31,399 23.09 0.2747
2020-08-14 2020-06-30 13F Lowe's Cos Common Stock 548661107 188,779 356 0.19 25,508 57.32 0.2618
2020-05-15 2020-03-31 13F Lowe's Cos Common Stock 548661107 188,423 24,645 15.05 16,214 -17.33 0.2158
2020-02-13 2019-12-31 13F Lowe's Cos Common Stock 548661107 163,778 17,216 11.75 19,614 21.71 0.2188
2019-11-14 2019-09-30 13F Lowe's Cos Common Stock 548661107 146,562 0 0.00 16,116 8.97 0.2099
2019-08-13 2019-06-30 13F Lowe's Cos Common Stock 548661107 146,562 0 0.00 14,790 -7.82 0.1921
2019-05-13 2019-03-31 13F Lowe's Cos Common Stock 548661107 146,562 19,500 15.35 16,044 36.72 0.2208
2019-02-14 2018-12-31 13F Lowe's Cos Common Stock 548661107 127,062 0 0.00 11,735 -19.56 0.1913
2018-11-14 2018-09-30 13F Lowe's Cos Common Stock 548661107 127,062 127,062 14,589 0.2095
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.