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Lowe's Companies, Inc.

LOW Consumer Discretionary
$204.45 +$2.55 (1.26%)
Market Cap: $114.71 B
Gurus Holding
13
Popularity Rank
#161
% of Shares Held
0.31%
Net Activity (Q2 2026)
-$1.22 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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $349.82 M.

Top institutional holders include Tom Gayner and Ken Fisher.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.22 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 614.6%. Conversely, Cliff Asness reduced exposure by 40.7%.

Key Holders

Top 5 by Value

$165.8 M
$94.69 M
$50.25 M
$24.02 M
$18.71 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$35.79 M
Total Buy Value
New Buys 1
Additions 7
-$37.01 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
8

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

Major holders include Tom Gayner ($165.8 M), Ken Fisher ($94.69 M), Cliff Asness ($50.25 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 1.71 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.22 M, with 8 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited LOW. The total reported sell value was $37.01 M.

Yes, 1 managers opened new positions in LOW, and 7 increased their existing holdings. The total reported buy value was $35.79 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.26% Add 1.8% 751,980 $165.8 M Q2 2026
0.03% Add 3.0% 429,431 $94.69 M Q2 2026
0.02% Reduce -40.7% 230,309 $50.25 M Q2 2026
0.03% Add 614.6% 108,945 $24.02 M Q2 2026
0.04% Add 12.4% 84,860 $18.71 M Q2 2026
0.07% Add 176.7% 50,150 $11.06 M Q2 2026
1.22% Add 0.4% 41,192 $9.08 M Q2 2026
0.01% Reduce -0.3% 6,832 $1.51 M Q2 2026
0.01% Reduce -15.3% 3,167 $698,292 Q2 2026
0.04% Add 0.1% 1,950 $430,051 Q2 2026
0.00% New Buy 1,074 $236,806 Q2 2026
0.00% 1,068 $235,483 Q2 2026
0.00% Reduce -24.2% 50 $10,983 Q2 2026
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Transaction
Value
Shares
Position / Chg
SEC Form