Lowe's Companies, Inc.
US ˙ NYSE ˙ US5486611073

SecurityLOW / Lowe's Companies, Inc.
InstitutionAspiriant, Llc
Latest Disclosed Ownership6,823 shares
Latest Disclosed Value $ 1,612,138
Aspiriant, Llc reports 6.03% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 12, 2026 - Aspiriant, Llc filed a 13F-HR form disclosing ownership of 6,823 shares of Lowe's Companies, Inc. (US:LOW) valued at $1,612,138 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 7,261 shares of Lowe's Companies, Inc.. This represents a change in shares of -6.03% during the quarter. The current value of the position is $1,415,977 USD.

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 6,823 -438 -6.03 1,612 -7.94 0.0459
2026-01-20 2025-12-31 13F LOWES COS COM 548661107 7,261 227 3.23 1,751 -0.91 0.0503
2025-10-24 2025-09-30 13F LOWES COS COM 548661107 7,034 421 6.37 1,768 20.45 0.0541
2025-07-29 2025-06-30 13F LOWES COS COM 548661107 6,613 -13 -0.20 1,467 -5.05 0.0466
2025-04-21 2025-03-31 13F LOWES COS COM 548661107 6,626 47 0.71 1,545 -4.81 0.0536
2025-01-16 2024-12-31 13F LOWES COS COM 548661107 6,579 -68 -1.02 1,624 -9.83 0.0586
2024-10-17 2024-09-30 13F LOWES COS COM 548661107 6,647 73 1.11 1,800 24.22 0.0683
2024-07-15 2024-06-30 13F LOWES COS COM 548661107 6,574 -1,062 -13.91 1,449 -25.50 0.0591
2024-04-15 2024-03-31 13F LOWES COS COM 548661107 7,636 132 1.76 1,945 16.47 0.0805
2024-01-26 2023-12-31 13F LOWES COS COM 548661107 7,504 -276 -3.55 1,670 3.34 0.0752
2023-10-18 2023-09-30 13F LOWES COS COM 548661107 7,780 -568 -6.80 1,617 -14.23 0.0827
2023-07-19 2023-06-30 13F LOWES COS COM 548661107 8,348 1,497 21.85 1,884 37.62 0.0952
2023-04-27 2023-03-31 13F LOWES COS COM 548661107 6,851 28 0.41 1,370 0.74 0.0717
2023-01-23 2022-12-31 13F LOWES COS COM 548661107 6,823 420 6.56 1,359 13.06 0.0693
2022-10-28 2022-09-30 13F LOWES COS COM 548661107 6,403 127 2.02 1,202 9.67 0.0588
2022-07-25 2022-06-30 13F LOWES COS COM 548661107 6,276 -148 -2.30 1,096 -15.63 0.0529
2022-05-06 2022-03-31 13F LOWES COS COM 548661107 6,424 339 5.57 1,299 -17.37 0.0714
2022-02-14 2021-12-31 13F LOWES COS COM 548661107 6,085 16 0.26 1,572 27.70 0.0840
2021-10-27 2021-09-30 13F LOWES COS COM 548661107 6,069 2 0.03 1,231 4.59 0.0723
2021-08-13 2021-06-30 13F LOWES COS COM 548661107 6,067 -170 -2.73 1,177 -0.76 0.0665
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 6,237 -24 -0.38 1,186 17.89 0.0758
2021-02-01 2020-12-31 13F LOWES COS COM 548661107 6,261 -3,981 -38.87 1,006 -40.79 0.0686
2020-10-29 2020-09-30 13F LOWES COS COM 548661107 10,242 3,739 57.50 1,699 93.29 0.1329
2020-08-06 2020-06-30 13F LOWES COS COM 548661107 6,503 24 0.37 879 57.53 0.0816
2020-05-05 2020-03-31 13F LOWES COS COM 548661107 6,479 -1,731 -21.08 558 -43.35 0.0550
2020-01-27 2019-12-31 13F LOWES COS COM 548661107 8,210 -290 -3.41 985 5.24 0.0912
2019-11-04 2019-09-30 13F LOWES COS COM 548661107 8,500 4,760 127.27 936 148.94 0.0839
2019-08-06 2019-06-30 13F LOWES COS COM 548661107 3,740 0 0.00 376 -8.52 0.0314
2019-08-06 2019-03-31 13F/A-1 LOWES COS COM 548661107 3,740 -375 -9.11 411 8.16 0.0336
2019-05-03 2019-03-31 13F LOWES COS COM 548661107 3,740 -375 411
2019-02-04 2018-12-31 13F LOWES COS COM 548661107 4,115 469 12.86 380 -9.09 0.0288
2018-10-26 2018-09-30 13F LOWES COS COM 548661107 3,646 79 2.21 418 22.58 0.0357
2018-08-07 2018-06-30 13F LOWES COS COM 548661107 3,567 3,567 341 0.0292
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.