AI Holders Summary · Q1 2026

LOW Q1 2026 institutional ownership is a $99.0B book across 2,607 holders. BlackRock is the largest holder at $9.4B (39.8M shares, slight value decline). JPMorgan is second at $8.6B (37.1M shares, +2.9%). Vanguard passive_index exposure now spans three entities totaling ~$12.7B (Capital Management $8.6B, Portfolio Management $3.4B, Fiduciary Trust $746M -- all flagged NEW after reclassification). FMR/Fidelity is a top holder at $7.5B (31.9M shares, +13.4%, +$889M from $6.6B) -- the largest buyer this quarter. State Street is fifth at $5.8B (24.4M shares, slight trim -0.6%). Geode Capital $3.3B (+3.6%, +$121M). Morgan Stanley $2.6B (+0.4%, +$10M). Wells Fargo $2.1B (-3.4%, -$97M). Bank of America $2.0B (-8.1%, -$242M). Northern Trust $1.5B (-8.4%, -$131M). MassFinancial $1.4B (-7.6%, -$117M). UBS AM $1.3B (+7.3%, +$96M). Goldman Sachs $1.2B (+8.4%, +$108M). Invesco $1.0B (-2.2%, -$45M). Wellington $962M (-6.2%, -$64M). BNY Mellon $956M (+3.1%, +$29M). Charles Schwab $891M (+0.6%, +$5M). Susquehanna International Group (market_maker) reduced -$161M (-14.3%). RBC $557M (-19.1%, -$72M). Notable: Bank platforms (BoA, Wells Fargo, Northern Trust, RBC) broadly trimming; Fidelity making a large add. The 75.50 whaleScore reflects AUM. Smart-money-signal read: LOW Q1 2026 holder flows show Fidelity's significant +$889M add as the dominant signal, offset by broad-based reductions from bank-affiliated custodial platforms. The net read is modestly bullish: Fidelity's active-manager conviction in home-improvement retail suggests continued confidence in the housing/Lowe's thesis despite macro headwinds. The bank-platform trims may reflect balance-sheet positioning rather than directional conviction on Lowe's specifically.

Top holders