Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionRafferty Asset Management, LLC
Latest Disclosed Ownership102,246 shares
Latest Disclosed Value $ 24,158,685
Rafferty Asset Management, LLC reports 23.38% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Rafferty Asset Management, LLC filed a 13F-HR form disclosing ownership of 102,246 shares of Lowe's Companies, Inc. (MX:LOW) valued at $24,158,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 133,453 shares of Lowe's Companies, Inc.. This represents a change in shares of -23.38% 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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 102,246 -31,207 -23.38 24,159 -24.94 0.0981
2026-02-13 2025-12-31 13F LOWES COS COM 548661107 133,453 3,616 2.79 32,184 -1.37 0.1112
2025-11-12 2025-09-30 13F LOWES COS COM 548661107 129,837 39,821 44.24 32,629 63.38 0.1058
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 90,016 12,449 16.05 19,972 10.40 0.0659
2025-05-14 2025-03-31 13F LOWES COS COM 548661107 77,567 -12,217 -13.61 18,091 -18.36 0.0771
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 89,784 14,309 18.96 22,159 8.39 0.0784
2024-11-13 2024-09-30 13F LOWES COS COM 548661107 75,475 -14,548 -16.16 20,442 3.00 0.0700
2024-08-13 2024-06-30 13F LOWES COS COM 548661107 90,023 3,207 3.69 19,846 -10.26 0.0737
2024-05-13 2024-03-31 13F LOWES COS COM 548661107 86,816 -3,911 -4.31 22,115 9.52 0.0825
2024-02-13 2023-12-31 13F LOWES COS COM 548661107 90,727 14,195 18.55 20,191 26.94 0.0851
2023-11-13 2023-09-30 13F LOWES COS COM 548661107 76,532 1,370 1.82 15,906 -6.24 0.0935
2023-08-11 2023-06-30 13F LOWES COS COM 548661107 75,162 9,117 13.80 16,964 28.45 0.0956
2023-05-11 2023-03-31 13F LOWES COS COM 548661107 66,045 6,856 11.58 13,207 12.00 0.0895
2023-02-13 2022-12-31 13F LOWES COS COM 548661107 59,189 19,955 50.86 11,793 60.02 0.0987
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 39,234 15,289 63.85 7,369 76.21 0.0784
2022-08-12 2022-06-30 13F LOWES COS COM 548661107 23,945 -14,531 -37.77 4,182 -46.24 0.0385
2022-05-13 2022-03-31 13F LOWES COS COM 548661107 38,476 -12,673 -24.78 7,779 -41.16 0.0461
2022-02-10 2021-12-31 13F LOWES COS COM 548661107 51,149 -1,706 -3.23 13,221 23.31 0.0696
2021-11-10 2021-09-30 13F LOWES COS COM 548661107 52,855 -22,265 -29.64 10,722 -26.42 0.0733
2021-08-10 2021-06-30 13F LOWES COS COM 548661107 75,120 5,444 7.81 14,571 9.96 0.0918
2021-05-10 2021-03-31 13F LOWES COS COM 548661107 69,676 -4,325 -5.84 13,251 11.56 0.0905
2021-02-10 2020-12-31 13F LOWES COS COM 548661107 74,001 -5,685 -7.13 11,878 -10.13 0.1161
2020-11-13 2020-09-30 13F LOWES COS COM 548661107 79,686 11,593 17.03 13,217 43.65 0.1598
2020-08-07 2020-06-30 13F LOWES COS COM 548661107 68,093 55,907 458.78 9,201 777.12 0.1296
2020-05-15 2020-03-31 13F LOWES COS COM 548661107 12,186 -5,349 -30.50 1,049 -50.05 0.0439
2020-02-10 2019-12-31 13F LOWES COS COM 548661107 17,535 2,490 16.55 2,100 26.96 0.0323
2019-11-14 2019-09-30 13F LOWES COS COM 548661107 15,045 27 0.18 1,654 9.17 0.0259
2019-08-09 2019-06-30 13F LOWES COS COM 548661107 15,018 5,499 57.77 1,515 45.39 0.0266
2019-05-15 2019-03-31 13F LOWES COS COM 548661107 9,519 1,517 18.96 1,042 41.00 0.0168
2019-02-11 2018-12-31 13F LOWES COS COM 548661107 8,002 -458 -5.41 739 -23.89 0.0161
2018-11-09 2018-09-30 13F LOWES COS COM 548661107 8,460 -3,532 -29.45 971 -15.27 0.0150
2018-08-14 2018-06-30 13F LOWES COS COM 548661107 11,992 -3,073 -20.40 1,146 -13.31 0.0171
2018-05-15 2018-03-31 13F LOWES COS COM 548661107 15,065 -61,298 -80.27 1,322 -81.37 0.0196
2018-02-14 2017-12-31 13F LOWES COS COM 548661107 76,363 72,793 2,039.02 7,097 2,390.18 0.1226
2017-11-13 2017-09-30 13F LOWES COS COM 548661107 3,570 3,570 285 0.0064
2016-11-14 2016-09-30 13F LOWES COS COM 548661107 0 -29,595 -100.00 0 -100.00
2016-08-09 2016-06-30 13F LOWES COS COM 548661107 29,595 26,686 917.36 2,343 965.00 0.1585
2016-05-12 2016-03-31 13F LOWES COS COM 548661107 2,909 -32,531 -91.79 220 -91.92 0.0120
2016-02-12 2015-12-31 13F LOWES COS COM 548661107 35,440 9,999 39.30 2,724 55.39 0.3277
2015-11-12 2015-09-30 13F LOWES COS COM 548661107 25,441 3,828 17.71 1,753 21.15 0.1384
2015-08-12 2015-06-30 13F LOWES COS COM 548661107 21,613 -4,321 -16.66 1,447 -24.99 0.0972
2015-05-14 2015-03-31 13F LOWES COS COM 548661107 25,934 4,059 18.56 1,929 28.17 0.1454
2015-02-13 2014-12-31 13F LOWES COS COM 548661107 21,875 4,083 22.95 1,505 59.77 0.3415
2014-11-14 2014-09-30 13F LOWES COS COM 548661107 17,792 13,051 275.28 942 313.16 0.1014
2014-08-13 2014-06-30 13F LOWES COS COM 548661107 4,741 -1,802 -27.54 228 -28.75 0.0439
2014-05-14 2014-03-31 13F LOWES COS COM 548661107 6,543 -8,353 -56.08 320 -56.64 0.0662
2014-02-06 2013-12-31 13F LOWES COS COM 548661107 14,896 7,002 88.70 738 96.28 0.1765
2013-11-08 2013-09-30 13F LOWES COS COM 548661107 7,894 7,894 376 0.0726
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.