Lowe’s Companies, Inc. (NYSE: LOW) is a home improvement retailer that sells building materials, appliances, tools, and services to both homeowners and professional contractors. Over the years, it has grown into one of the most dominant names in U.S. retail, competing closely with Home Depot for market leadership.
Shares recently traded around $258 with a market cap of roughly $145 billion, making Lowe’s a core component of many large-cap portfolios. From its roots as a regional hardware store, Lowe’s has scaled into a national powerhouse with steady cash flow generation and consistent shareholder returns through dividends and buybacks.
While revenue growth has slowed in recent years, Lowe’s profitability and capital efficiency remain strong, which helps explain why so many major institutions continue to hold the stock. Ownership today is firmly anchored by passive giants like Vanguard and BlackRock, alongside a mix of active managers and sovereign wealth funds adjusting their exposure. At the same time, insider trading has leaned more toward selling, which may reflect how executives are approaching current valuations.
By looking at who is buying, who is trimming, and how insiders are trading, we get a clearer picture of how big investors really feel about Lowe’s right now.
Who Are Lowe’s Top Shareholders?
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Lowe’s stock is widely held by the world’s largest asset managers, with passive index funds making up a large share of ownership.
- The Vanguard Group: 54.7M shares (9.8%), ~$14.1B. Added 364K (+0.7%).
- BlackRock: 25.8M shares (4.6%), ~$6.7B. Cut 595K (-2.3%).
- State Street: 24.9M shares (4.4%), ~$6.4B. Added 208K (+0.8%).
- JP Morgan Asset Management: 23.7M shares (4.2%), ~$6.1B. Added 2.9M (+13.8%).
- Fidelity Management: 23.4M shares (4.2%), ~$6.0B. Cut 484K (-2.0%).
- Geode Capital: 12.4M shares (2.2%), ~$3.2B. Slight increase (+0.3%).
- Wells Fargo Advisors: 9.7M shares (1.7%), ~$2.5B. Cut 85K (-0.9%).
- Norges Bank: 8.0M shares (1.4%), ~$2.1B. Added 527K (+7.0%).
- MFS Investment Management: 6.7M shares (1.2%), ~$1.7B. Cut 257K (-3.7%).
- BofA Global Research: 6.0M shares (1.1%), ~$1.6B. Cut 26K (-0.4%).
One highlight from last quarter is Steven Schonfeld’s Schonfeld Strategic Advisors, which lifted its Lowe’s stake by more than 1,250% to about 13K shares worth $2.9 million. That sharp jump looks like a strong tactical bet on the stock.
Another big move came from Jane Street Group, which boosted its position by 465% to roughly 366K shares valued at $81 million. For a trading powerhouse like Jane Street, that kind of increase may reflect growing conviction in Lowe’s resilience.
Meanwhile, Israel Englander’s Millennium Management added aggressively, raising its holding by 166% to about 806K shares worth $179 million. That scale of buying suggests one of the world’s largest hedge funds sees meaningful upside in Lowe’s.
Vanguard, BlackRock, and State Street continue to anchor ownership, keeping Lowe’s tied to global index flows. JP Morgan’s large increase shows some active managers see upside, while BlackRock and Fidelity trimming could point to more caution. Hedge fund buying from Schonfeld, Jane Street, and Millennium adds another layer of confidence from fast-moving investors.
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Lowe’s Recent Insider Trades
Insider trading activity can give investors a sense of how confident executives and directors are in the company’s outlook. At Lowe’s, recent filings show that selling has far outweighed buying, with several top leaders reducing their stakes.
While insider sales do not always signal negative sentiment, since they can be tied to diversification, tax planning, or preset schedules, the absence of meaningful insider buying may suggest management is not eager to increase exposure at current prices.
Here are some recent insider trades:
- Marvin Ellison (CEO): Multiple sales in August, ~33K shares between $260–267.
- Juliette Williams Pryor (Officer): Sold 929 shares at ~$257.
- Janice Dupre (Officer): Sold 2,460 shares in June at ~$224.
- Brandon Sink (CFO): Sold 2,518 shares at ~$217.
- Other directors and officers, including Rogers, Dreiling, Douglas, Simkins, and Taylor, reported smaller sales.
Insiders appear to be selling more than buying, which may indicate management is cautious at these levels. These trades could also be tied to personal diversification or scheduled plans, but without notable insider buying, it is harder to see strong conviction from leadership right now.
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What the Ownership & Insider Trade Data Tell Us
Lowe’s ownership is led by passive giants like Vanguard, BlackRock, and State Street, which keeps the stock firmly tied to global index flows. Some active managers, including JP Morgan and Norges Bank, have been adding shares, suggesting selective confidence, while others such as BlackRock, Fidelity, and MFS have trimmed positions, reflecting a more cautious stance.
Insider activity also leans cautious, with most recent trades being sales rather than buys. These could be linked to diversification or trading plans, but the absence of insider buying makes it less clear that management views the stock as attractive at current levels.
For investors, the signals are mixed. Institutions continue to provide stability, hedge funds have shown bursts of interest, but insiders appear hesitant to add more. This combination may reflect confidence in Lowe’s long-term fundamentals while acknowledging slower growth in the near term.
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