HolderBook

LOCAL BOUNTI CORP (LOCL)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

24
Reporting holders
$1.4M
Reported value
4.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+0
Holder change

Institutions report 1,114,564 shares against 23,380,119 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Cresset Asset Management, LLC$274.8K213,0360.00%12qHELD
BBR PARTNERS, LLC$251.2K194,6960.01%13qHELD
VANGUARD CAPITAL MANAGEMENT LLC$243.9K189,0800.00%2qHELD
FMR LLC$153.5K118,9930.00%13qHELD
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$128.3K99,4550.02%3q+78.5%+$56.4K
STATE STREET CORP$87.7K67,9600.00%4q+100.0%+$43.8K
GEODE CAPITAL MANAGEMENT, LLC$59.0K45,7150.00%13q-28.8%-$23.9K
OUTFITTERS FINANCIAL LLC$50.7K39,2910.04%4q-6.0%-$3.2K
PINNACLE ASSOCIATES LTD$39.8K30,8450.00%6qHELD
BlackRock, Inc.$35.5K27,5100.00%8qHELD
VANGUARD FIDUCIARY TRUST CO$25.4K19,6640.00%2qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$21.3K16,5380.00%13qHELD
Ground Swell Capital, LLC$20.7K16,0810.02%newNEW
XTX Topco Ltd$17.9K13,8560.00%newNEW
Global Retirement Partners, LLC$8.6K6,6410.00%newNEW
Tower Research Capital LLC (TRC)$6.5K5,0510.00%newNEW
UBS Group AG$5.5K4,2490.00%newNEW
JONES FINANCIAL COMPANIES LLLP$5.2K3,7670.00%2q-11.7%
Financially Speaking Inc$1.2K1,0000.01%3qHELD
MORGAN STANLEY$4963850.00%13qHELD
BNP PARIBAS FINANCIAL MARKETS$3412640.00%7qHELD
SBI Securities Co., Ltd.$3322570.00%7qHELD
Delos Wealth Advisors, LLC$2842200.00%4qHELD
JPMORGAN CHASE & CO$13100.00%13qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1013D/ACharles R. Schwab INDIVIDUALwith 5 co-filers84.4%
2026-07-0213D/ACraig M. Hurlbert INDIVIDUALwith 1 co-filers7.4%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-02VALIASEK KATHLEENPresident and CEOSold118,720$154.3K
2026-10-02VALIASEK KATHLEENPresident and CEOSold118,720$125.8K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202624$1.4M1,114,5645230.0%
Q1 202624$1.2M1,045,5343220.0%
Q4 202523$2.1M989,5343320.0%
Q3 202523$2.8M922,0126340.0%
Q2 202520$2.0M850,9462700.0%
Q1 202519$1.6M757,8181140.0%
Q4 202422$1.6M772,4563360.0%
Q3 202418$2.5M983,8392240.0%
Q2 202417$2.7M953,5761252.1%
Q1 202418$2.5M844,2410530.0%
Q4 202322$1.9M915,3313722.1%
Q3 202325$2.8M1,082,9273486.3%
Q2 202330$3.6M1,251,15230005.5%
Q1 202358$21.9M27,308,31282690.7%
Q4 202260$29.3M20,741,7701125101.5%
Q3 202258$43.5M14,731,367102683.7%
Q2 202260$44.6M13,370,5173115104.7%
Q1 202244$94.3M10,126,69625960.7%
Q4 202123$55.4M8,518,13223000.8%