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Lowe's Companies, Inc.

LOW Consumer Discretionary
$215.03 $-2.38 (-1.09%)
Market Cap: $120.63 B
Gurus Holding
13
Popularity Rank
#188
% of Shares Held
0.31%
Net Activity (Q1 2026)
-$266.26 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 Q1 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $369.3 M.

Top institutional holders include Tom Gayner and Ken Fisher.

Institutional sentiment is currently Bearish. This is evidenced by a $266.26 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 266.7%. Conversely, Paul Tudor Jones reduced exposure by 72.8%.

Key Holders

Top 5 by Value

$174.49 M
$98.52 M
$91.29 M
$17.83 M
$9.69 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$3.47 M
Total Buy Value
New Buys 1
Additions 5
-$269.73 M
Total Sell Value
Reductions 6
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
6

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

Major holders include Tom Gayner ($174.49 M), Ken Fisher ($98.52 M), Cliff Asness ($91.29 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 1.72 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $266.26 M, with 6 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 3 fully exited LOW. The total reported sell value was $269.73 M.

Yes, 1 managers opened new positions in LOW, and 5 increased their existing holdings. The total reported buy value was $3.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.46% Add 0.5% 738,480 $174.49 M Q1 2026
0.03% Add 0.0% 416,961 $98.52 M Q1 2026
0.04% Reduce -27.0% 388,483 $91.29 M Q1 2026
0.05% Reduce -8.7% 75,469 $17.83 M Q1 2026
1.39% Reduce -0.1% 41,015 $9.69 M Q1 2026
0.03% Reduce -26.5% 18,127 $4.28 M Q1 2026
0.01% Reduce -72.8% 15,245 $3.6 M Q1 2026
2.35% New Buy 10,001 $2.36 M Q1 2026
0.02% Reduce -0.2% 6,850 $1.62 M Q1 2026
0.01% Add 5.3% 3,737 $883,047 Q1 2026
0.05% Add 18.0% 1,949 $460,475 Q1 2026
0.00% 1,068 $252,347 Q1 2026
0.00% Add 266.7% 66 $15,350 Q1 2026
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Transaction
Value
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SEC Form