Follow The Filings

LOW Lowe's

Consumer Discretionary, filed as LOWES COS INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 5 Owners
  • #170
  • Max 10.6%
  • Master 0.01%
  • $168M
  • 2 add 2 reduce

In 2026 Q3 David Katz and Thomas Gayner added to Lowe's, while Kentucky Trust and Murphy Pohlad trimmed.

Who owns this now

Largest portfolio weights among holders, up to 10.6% (Claude Leveille, Courant Investment Management). Not free-float ownership.

  1. Claude Leveille 10.6%
  2. David Katz Add 1.3%
  3. Thomas Gayner Add 1.1%
  4. Kentucky Trust Co. Reduce 0.66%
  5. Murphy Pohlad Reduce 0.49%

Who owns LOW

Sorted by value, long equity only, as of 2026 Q3.

History
Thomas Gayner, Markel Group 1.1% Add +1.3% 761,480 $140M History
David Katz, Matrix Asset Advisors 1.3% Add +8.2% 86,232 $16M History
Claude Leveille, Courant Investment Management 10.6% Hold 50,000 $9.2M History
Murphy Pohlad, Murphy Pohlad Asset Management 0.49%, was 0.60% Reduce −1.3% 7,707 $1.4M History
Kentucky Trust Co., Kentucky Trust 0.66%, was 0.78% Reduce −2.2% 7,145 $1.3M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LOW's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LOW insider trades
  • $231K bought by 1 insider
  • $8.5M sold by 4 insiders outside a trading plan
  • $4.7M sold by 1 insider under 10b5-1 plans
  1. Margrethe R Vagell EVP, Supply Chain
    Sale
    $560K 2,500 shares at $223.83 11% of stake
    Traded Jun 18 Filed Jun 22
    ↗
  2. Juliette Williams Pryor EVP, CLO & Corp. Sec.
    Sale
    $2.1M 9,330 shares at $224.81 37% of stake
    Traded Jun 17 Filed Jun 18
    ↗
  3. Janice Dupre EVP, Human Resources
    Sale
    $3.1M 14,150 shares at $221.90 26% of stake
    Traded Jun 16 Filed Jun 17
    ↗
  4. Quonta D Vance EVP, Pro & Home Services
    Sale
    $2.7M 10,369 shares at $257.54 32% of stake
    Traded Mar 4 Filed Mar 5
    ↗
  5. Marvin R Ellison CEO
    Planned sale
    $4.7M 18,000 shares at $261.17 7.2% of stake
    Traded Jan 9 Filed Jan 12
    ↗
  6. Lawrence Simkins Director
    Buy
    $231K 1,000 shares at $231.06 +100% to stake
    Traded Nov 24, 2025 Filed Nov 25, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 14 stock grants, 12 share withholdings for taxes, 5 option exercises, and 4 gifts.

Congress

17 members of Congress traded LOW in the last three years: 7 buys and 29 sales. 25 members listed it in 2025 annual reports.

All Congress trades
  1. Pete Sessions R-TX-17 Sell $15K–$50K Oct 22 filed Oct 27
  2. Kevin Hern R-OK-1Joint Partial sale $1K–$15K Sep 17 filed Oct 13
  3. Kevin Hern R-OK-1Joint Partial sale $1K–$15K Sep 2 filed Sep 25
  4. Kevin Hern R-OK-1Joint Sell $1K–$15K Aug 24 filed Sep 1
  5. Sheldon Whitehouse D-RI Partial sale $1K–$15K Jul 20 filed Aug 3
  6. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21

SEC filings

Recent issuer filings from EDGAR, 10 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $97.06B $86.38B $83.67B
Gross profit $32.26B $28.84B $27.88B
Gross margin * 33.2% 33.4% 33.3%
Net income $6.44B $7.73B $6.96B
Net margin * 6.6% 8.9% 8.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $21.44B $19.07B $20.36B
Total non-current assets * $22.27B $22.72B $22.74B
Total assets $43.71B $41.8B $43.1B
Total current liabilities $19.51B $15.57B $18.76B
Total non-current liabilities * $38.45B $41.28B $38.58B
Total equity -$14.25B -$15.05B -$14.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $8.59B $8.14B $9.62B
Cash from investing -$1.31B -$1.9B -$1.74B
Cash from financing -$7.05B -$6.67B -$7.05B
Net change in cash $215M -$427M $840M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.