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

SecurityLOW / Lowe's Companies, Inc.
InstitutionJlb & Associates Inc
Latest Disclosed Ownership15,969 shares
Latest Disclosed Value $ 3,773,155
Jlb & Associates Inc reports 0.57% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 4, 2026 - Jlb & Associates Inc filed a 13F-HR form disclosing ownership of 15,969 shares of Lowe's Companies, Inc. (US:LOW) valued at $3,773,155 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 16,060 shares of Lowe's Companies, Inc.. This represents a change in shares of -0.57% during the quarter. The current value of the position is $3,315,963 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F LOWES COM 548661107 15,969 -91 -0.57 3,773 -2.58 0.5418
2026-02-03 2025-12-31 13F LOWES COM 548661107 16,060 175 1.10 3,873 -2.98 0.5225
2025-10-30 2025-09-30 13F LOWES COM 548661107 15,885 -221 -1.37 3,992 11.73 0.5250
2025-07-17 2025-06-30 13F LOWES COM 548661107 16,106 990 6.55 3,573 1.36 0.4983
2025-04-17 2025-03-31 13F LOWES COM 548661107 15,116 796 5.56 3,526 -0.25 0.4916
2025-02-03 2024-12-31 13F LOWES COM 548661107 14,320 -445 -3.01 3,534 -11.63 0.4798
2024-10-02 2024-09-30 13F LOWES COM 548661107 14,765 -501 -3.28 3,999 18.84 0.5146
2024-07-18 2024-06-30 13F LOWES COM 548661107 15,266 -160 -1.04 3,366 -14.35 0.4544
2024-04-30 2024-03-31 13F LOWES COM 548661107 15,426 -341 -2.16 3,929 12.00 0.5226
2024-01-22 2023-12-31 13F LOWES COM 548661107 15,767 221 1.42 3,509 8.57 0.5043
2023-11-01 2023-09-30 13F LOWES COM 548661107 15,546 -126 -0.80 3,231 -8.65 0.5066
2023-07-20 2023-06-30 13F LOWES COM 548661107 15,672 45 0.29 3,537 13.22 0.5039
2023-04-25 2023-03-31 13F LOWES COM 548661107 15,627 55 0.35 3,125 104,033.33 0.4702
2023-01-26 2022-12-31 13F LOWES COM 548661107 15,572 -8 -0.05 3 -99.90 0.4943
2022-10-19 2022-09-30 13F LOWES COM 548661107 15,580 -529 -3.28 2,926 4.02 0.5190
2022-07-19 2022-06-30 13F/A-1 LOWES COM 548661107 16,109 -486 -2.93 2,813 -16.15 0.4793
2022-07-19 2022-06-30 13F LOWES COM 548661107 16,109 -486 2,813 0.4793
2022-04-08 2022-03-31 13F LOWES COM 548661107 16,595 309 1.90 3,355 -20.29 0.5016
2022-01-26 2021-12-31 13F LOWES COM 548661107 16,286 20 0.12 4,209 27.58 0.5972
2021-11-10 2021-09-30 13F LOWES COM 548661107 16,266 11 0.07 3,299 4.66 0.5238
2021-07-29 2021-06-30 13F LOWES COM 548661107 16,255 459 2.91 3,152 4.93 0.4910
2021-05-13 2021-03-31 13F LOWES COM 548661107 15,796 1,173 8.02 3,004 27.99 0.4942
2021-01-28 2020-12-31 13F LOWES COM 548661107 14,623 -370 -2.47 2,347 -5.59 0.3894
2020-10-16 2020-09-30 13F LOWES COM 548661107 14,993 -59 -0.39 2,486 22.28 0.4571
2020-07-13 2020-06-30 13F LOWES COM 548661107 15,052 526 3.62 2,033 62.77 0.4059
2020-05-19 2020-03-31 13F LOWES COM 548661107 14,526 -284 -1.92 1,249 -29.55 0.2963
2020-02-10 2019-12-31 13F LOWES COM 548661107 14,810 1,493 11.21 1,773 21.11 0.3257
2019-10-29 2019-09-30 13F LOWES COM 548661107 13,317 612 4.82 1,464 14.20 0.2900
2019-08-05 2019-06-30 13F LOWES COM 548661107 12,705 2,184 20.76 1,282 11.38 0.2592
2019-04-30 2019-03-31 13F LOWES COM 548661107 10,521 177 1.71 1,151 20.52 0.2427
2019-01-11 2018-12-31 13F LOWES COM 548661107 10,344 -75 -0.72 955 -20.15 0.2328
2018-10-10 2018-09-30 13F LOWES COM 548661107 10,419 -274 -2.56 1,196 17.14 0.2561
2018-07-09 2018-06-30 13F LOWES COM 548661107 10,693 601 5.96 1,021 15.37 0.2173
2018-04-23 2018-03-31 13F LOWES COM 548661107 10,092 457 4.74 885 -1.12 0.1905
2018-01-24 2017-12-31 13F LOWES COM 548661107 9,635 -85 -0.87 895 15.19 0.1946
2017-10-12 2017-09-30 13F LOWES COM 548661107 9,720 1,306 15.52 777 19.17 0.1898
2017-07-31 2017-06-30 13F LOWES COMPANIES COM 548661107 8,414 8,414 652 0.1655
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.