LOWES COMPANIES INC (LOW)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Company fundamentals

Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Aug 25, 2026.

Short interest

Shares short at recent settlements — Jun 30, 2026: 10.0M · Jul 15, 2026: 11.1M · Jul 31, 2026: 11.3M · Aug 14, 2026: 9.2M · Aug 31, 2026: 9.2M · Sep 15, 2026: 9.4M.

Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Aug 25, 2026.

Insider trading · Form 4

Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 14, 2026.

Politician trading · U.S. Congress

0 members of Congress reported buying (0 purchases vs 3 sales).

Source: U.S. House Clerk and U.S. Senate eFD STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade.

Screens & lenses

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Dividend Growth — Dividends raised for more than 10 years

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Gross Profitability (Novy-Marx) — High gross profit relative to total assets

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Earnings Stability — Small earnings swings and almost no loss years

Red Flags

· Distress Risk (Altman Z″) — Altman Z″-Score below 1.10

Key figures

· Buffett — Latest ROE: 406.1% · Years ROE ≥15% (of 10): 8 · 10-yr avg ROE: 98.6% · Latest net income: $5.8B

· Dividend Growth — Dividend per share: 4.75 · Dividend yield: 2.6% · Straight dividend years: 19 · 10-yr dividend growth: 257.1%

· Cash Flow (FCF) — Latest FCF: $7.7B · FCF yield: 7.5% · Positive FCF years: 3

· Gross Profitability (Novy-Marx) — Gross profit / assets: 53.3% · Gross margin: 33.5%

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.31 · Operating cash flow: $9.9B · Net income: $6.7B

· Earnings Stability — Earnings variation (CV): 0.36 · Loss years (of 10): 0 · Latest net income: $6.7B

· Distress Risk (Altman Z″) — Z″-Score: 0.48 · Working capital / assets: 0.04 · Retained earnings / assets: -0.34 · EBIT / assets: 0.23 · Equity / liabilities: -0.25

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Politician BEST — appeared in 3 of the last 20 quarterly lists; latest 2023 Q3, ranked #21 of 50.

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.

Related stocks

Also held by the tracked funds that hold LOW: MICROSOFT CORP (MSFT) · Alphabet Inc. (GOOGL) · AMAZON COM INC (AMZN) · Alphabet Inc. (GOOG) · Meta Platforms, Inc. (META) · VISA INC. (V) · BERKSHIRE HATHAWAY INC (BRK.B) · Apple Inc. (AAPL) · AMERICAN EXPRESS CO (AXP) · JPMORGAN CHASE & CO (JPM).