Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership101,764 shares
Latest Disclosed Value $ 24,044,811
Kestra Advisory Services, LLC reports 7.45% increase in ownership of LOW / Lowe's Companies, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 101,764 shares of Lowe's Companies, Inc. (MX:LOW) valued at $24,044,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 94,710 shares of Lowe's Companies, Inc.. This represents a change in shares of 7.45% 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)
2026-04-30 2026-03-31 13F LOWES COS COM 548661107 101,764 7,054 7.45 24,045 5.27 0.0910
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 94,710 -10,170 -9.70 22,840 -13.34 0.0941
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 104,880 35,038 50.17 26,357 70.10 0.1206
2025-08-15 2025-06-30 13F LOWES COS COM 548661107 69,842 -9,770 -12.27 15,496 -16.55 0.0755
2025-05-14 2025-03-31 13F LOWES COS COM 548661107 79,612 1,355 1.73 18,568 -3.86 0.0899
2025-02-10 2024-12-31 13F LOWES COS COM 548661107 78,257 -22,595 -22.40 19,314 -29.30 0.1056
2024-11-13 2024-09-30 13F LOWES COS COM 548661107 100,852 599 0.60 27,316 28.42 0.1505
2024-08-14 2024-06-30 13F LOWES COS COM 548661107 100,253 35,122 53.93 21,270 28.21 0.1189
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 65,131 3,963 6.48 16,591 21.88 0.1112
2024-02-14 2023-12-31 13F LOWES COS COM 548661107 61,168 -1,527 -2.44 13,613 4.47 0.1103
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 62,695 -16,236 -20.57 13,031 -26.86 0.1281
2023-08-11 2023-06-30 13F LOWES COS COM 548661107 78,931 15,590 24.61 17,815 40.64 0.1784
2023-05-12 2023-03-31 13F LOWES COS COM 548661107 63,341 -24,991 -28.29 12,666 -28.03 0.1373
2023-01-31 2022-12-31 13F LOWES COS COM 548661107 88,332 -5,129 -5.49 17,599 103,423.53 0.1564
2022-11-01 2022-09-30 13F/A-1 LOWES COS COM 548661107 93,461 11,914 14.61 18 21.43 0.1879
2022-11-01 2022-09-30 13F LOWES COS COM 548661107 93,461 11,914 17,553 0.1879
2022-08-12 2022-06-30 13F LOWES COS COM 548661107 81,547 6,559 8.75 14 -6.67 0.1464
2022-07-20 2022-03-31 13F/A-1 LOWES COS COM 548661107 74,988 -12,221 -14.01 15 -31.82 0.1579
2022-04-26 2022-03-31 13F LOWES COS COM 548661107 74,988 -12,221 15,162 0.1576
2022-07-25 2021-12-31 13F/A-1 LOWES COS COM 548661107 87,209 -24,114 -21.66 23 0.00 0.2282
2022-01-20 2021-12-31 13F LOWES COS COM 548661107 87,209 -24,114 22,542 0.2282
2022-07-25 2021-09-30 13F/A-1 LOWES COS COM 548661107 111,323 28,639 34.64 23 37.50 0.2258
2021-10-19 2021-09-30 13F LOWES COS COM 548661107 111,323 28,639 22,583 0.2258
2022-07-26 2021-06-30 13F/A-1 LOWES COS COM 548661107 82,684 -367 -0.44 16 6.67 0.1820
2021-07-28 2021-06-30 13F LOWES COS COM 548661107 82,684 -367 16,038 0.1820
2022-07-27 2021-03-31 13F/A-1 LOWES COS COM 548661107 83,051 -16,303 -16.41 16 0.00 0.2005
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 83,051 -16,303 15,795 0.2005
2022-07-28 2020-12-31 13F/A-1 LOWES COS COM 548661107 99,354 40,118 67.73 16 -100.00 0.1849
2021-01-20 2020-12-31 13F LOWES COS COM 548661107 99,354 40,118 15,952 0.1849
2022-07-29 2020-09-30 13F/A-1 LOWES COS COM 548661107 59,236 59,236 9,844,000 0.1837
2020-11-12 2020-09-30 13F LOWES COS COM 548661107 59,236 59,236 9,844 0.1837
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.