Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership122,065 shares
Latest Disclosed Value $ 28,841,458
Mercer Global Advisors Inc /adv reports 20.23% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 122,065 shares of Lowe's Companies, Inc. (MX:LOW) valued at $28,841,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 153,018 shares of Lowe's Companies, Inc.. This represents a change in shares of -20.23% during the quarter.

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.

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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)
2026-05-15 2026-03-31 13F LOWES COS COM 548661107 122,065 -30,953 -20.23 28,841 -21.82 0.0427
2026-02-17 2025-12-31 13F LOWES COS COM 548661107 153,018 1,236 0.81 36,893 -3.28 0.0562
2025-11-14 2025-09-30 13F LOWES COS COM 548661107 151,782 -2,478 -1.61 38,144 11.42 0.0637
2025-08-14 2025-06-30 13F LOWES COS COM 548661107 154,260 10,157 7.05 34,233 1.93 0.0697
2025-05-15 2025-03-31 13F LOWES COS COM 548661107 144,103 1,512 1.06 33,584 -4.57 0.0770
2025-02-14 2024-12-31 13F LOWES COS COM 548661107 142,591 13,857 10.76 35,192 0.28 0.0859
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 128,734 9,772 8.21 35,093 33.93 0.0821
2024-08-12 2024-06-30 13F LOWES COS COM 548661107 118,962 986 0.84 26,202 87,236.67 0.0714
2024-05-15 2024-03-31 13F LOWES COS COM 548661107 117,976 6,630 5.95 30 25.00 0.0855
2024-02-15 2023-12-31 13F LOWES COS COM 548661107 111,346 -2,122 -1.87 25 4.35 0.0745
2023-11-15 2023-09-30 13F/A-1 LOWES COS COM 548661107 113,468 6,227 5.81 24 -4.17 0.0896
2023-11-14 2023-09-30 13F LOWES COS COM 548661107 113,468 6,227 24 0.0895
2023-08-14 2023-06-30 13F LOWES COS COM 548661107 107,241 -15,101 -12.34 24 0.00 0.0961
2023-05-16 2023-03-31 13F LOWES COS COM 548661107 122,342 1,990 1.65 24 4.35 0.1111
2023-02-09 2022-12-31 13F LOWES COS COM 548661107 120,352 -7,919 -6.17 24 -99.90 0.1201
2022-11-15 2022-09-30 13F LOWES COS COM 548661107 128,271 9,340 7.85 24,091 15.97 0.1430
2022-08-10 2022-06-30 13F LOWES COS COM 548661107 118,931 4,157 3.62 20,773 -10.52 0.1271
2022-05-10 2022-03-31 13F LOWES COS COM 548661107 114,774 22,529 24.42 23,215 -2.63 0.1367
2022-02-04 2021-12-31 13F LOWES COS COM 548661107 92,245 2,899 3.24 23,843 31.51 0.1472
2021-11-10 2021-09-30 13F LOWES COS COM 548661107 89,346 5,624 6.72 18,130 11.64 0.1266
2021-08-10 2021-06-30 13F LOWES COS COM 548661107 83,722 4,709 5.96 16,240 8.08 0.1249
2021-08-10 2021-03-31 13F/A-1 LOWES COS COM 548661107 79,013 36,718 86.81 15,026 121.33 0.1367
2021-05-11 2021-03-31 13F LOWES COS COM 548661107 77,629 35,334 14,763 0.1413
2021-02-12 2020-12-31 13F LOWES COS COM 548661107 42,295 -1,267 -2.91 6,789 -6.03 0.0848
2020-12-10 2020-09-30 13F LOWES COS COM 548661107 43,562 7,046 19.30 7,225 46.43 0.1087
2020-08-10 2020-06-30 13F LOWES COS COM 548661107 36,516 17,605 93.09 4,934 203.26 0.0896
2020-05-18 2020-03-31 13F LOWES COS COM 548661107 18,911 626 3.42 1,627 -25.71 0.0358
2020-02-13 2019-12-31 13F LOWES COS INC COM COM 548661107 18,285 -2,770 -13.16 2,190 -5.40 0.0437
2019-11-12 2019-09-30 13F LOWES COS INC COM COM 548661107 21,055 2,992 16.56 2,315 26.99 0.0544
2019-08-14 2019-06-30 13F LOWES COS INC COM COM 548661107 18,063 1,524 9.21 1,823 0.66 0.0483
2019-04-23 2019-03-31 13F/A-1 LOWES COS INC COM COM 548661107 16,539 16,539 1,811 0.0651
2019-04-12 2019-03-31 13F LOWES COS INC COM COM 548661107 21,951 2,027 0.1080
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.