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Lowe's Companies, Inc.

LOW Consumer Discretionary
$235.98 $-0.3 (-0.13%)
Market Cap: $132.16 B
Gurus Holding
15
Popularity Rank
#115
% of Shares Held
0.50%
Net Activity (Q4 2025)
+$183.61 M

Guru Ownership Trend

Guru Analysis for Lowe's Companies, Inc. (LOW)

Lowe's Companies, Inc. (LOW), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $666.88 M.

Top institutional holders include Andreas Halvorsen and Tom Gayner.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $183.61 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who increased their stake by 124.0%. Conversely, Jefferies Group reduced exposure by 56.2%.

Key Holders

Top 5 by Value

$219.95 M
$177.13 M
$128.35 M
$100.52 M
$19.92 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$236.84 M
Total Buy Value
New Buys 4
Additions 3
-$53.23 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
7

FAQs for Lowe's Companies, Inc. (LOW)

Major holders include Andreas Halvorsen ($219.95 M), Tom Gayner ($177.13 M), Cliff Asness ($128.35 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 2.83 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $183.61 M, with 7 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited LOW. The total reported sell value was $53.23 M.

Yes, 4 managers opened new positions in LOW, and 3 increased their existing holdings. The total reported buy value was $236.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.58% New Buy 912,040 $219.95 M Q4 2025
1.41% Add 1.1% 734,480 $177.13 M Q4 2025
0.07% Reduce -18.9% 532,223 $128.35 M Q4 2025
0.03% Reduce -3.2% 416,819 $100.52 M Q4 2025
0.07% Reduce -38.1% 82,615 $19.92 M Q4 2025
0.02% New Buy 56,000 $13.5 M Q4 2025
1.39% Reduce -1.0% 41,036 $9.9 M Q4 2025
0.03% Reduce -56.2% 24,665 $5.95 M Q4 2025
0.02% Add 124.0% 8,316 $2.01 M Q4 2025
0.02% Reduce -1.8% 6,863 $1.66 M Q4 2025
0.00% Reduce -0.3% 4,672 $1.13 M Q4 2025
0.01% Add 0.3% 3,548 $855,705 Q4 2025
0.04% New Buy 1,652 $398,349 Q4 2025
0.00% 1,068 $257,558 Q4 2025
0.00% New Buy 18 $4,377 Q4 2025
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