LOCAL BOUNTI CORP (LOCL)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
Institutions report 1,080,584 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | $274.8K | 213,036 | 0.00% | 12q | HELD |
| BBR PARTNERS, LLC | $251.2K | 194,696 | 0.01% | 13q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $243.9K | 189,080 | 0.00% | 2q | HELD |
| FMR LLC | $153.5K | 118,993 | 0.00% | 13q | HELD |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $128.3K | 99,455 | 0.02% | 3q | +78.5%+$56.4K |
| GEODE CAPITAL MANAGEMENT, LLC | $59.0K | 45,715 | 0.00% | 13q | -28.8%-$23.9K |
| OUTFITTERS FINANCIAL LLC | $50.7K | 39,291 | 0.04% | 4q | -6.0%-$3.2K |
| STATE STREET CORP | $43.8K | 33,980 | 0.00% | 4q | HELD |
| PINNACLE ASSOCIATES LTD | $39.8K | 30,845 | 0.00% | 6q | HELD |
| BlackRock, Inc. | $35.5K | 27,510 | 0.00% | 8q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $25.4K | 19,664 | 0.00% | 2q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $21.3K | 16,538 | 0.00% | 13q | HELD |
| Ground Swell Capital, LLC | $20.7K | 16,081 | 0.02% | new | NEW |
| XTX Topco Ltd | $17.9K | 13,856 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $8.6K | 6,641 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $6.5K | 5,051 | 0.00% | new | NEW |
| UBS Group AG | $5.5K | 4,249 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.2K | 3,767 | 0.00% | 2q | -11.7% |
| Financially Speaking Inc | $1.2K | 1,000 | 0.01% | 3q | HELD |
| MORGAN STANLEY | $496 | 385 | 0.00% | 13q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $341 | 264 | 0.00% | 7q | HELD |
| SBI Securities Co., Ltd. | $332 | 257 | 0.00% | 7q | HELD |
| Delos Wealth Advisors, LLC | $284 | 220 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $13 | 10 | 0.00% | 13q | HELD |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-10 | 13D/A | Charles R. Schwab INDIVIDUALwith 5 co-filers | 84.4% |
| 2026-07-02 | 13D/A | Craig M. Hurlbert INDIVIDUALwith 1 co-filers | 7.4% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $1.4M | 1,080,584 | 5 | 1 | 3 | 0.0% |
| Q1 2026 | 24 | $1.2M | 1,045,534 | 3 | 2 | 2 | 0.0% |
| Q4 2025 | 23 | $2.1M | 989,534 | 3 | 3 | 2 | 0.0% |
| Q3 2025 | 23 | $2.8M | 922,012 | 6 | 3 | 4 | 0.0% |
| Q2 2025 | 20 | $2.0M | 850,946 | 2 | 7 | 0 | 0.0% |
| Q1 2025 | 19 | $1.6M | 757,818 | 1 | 1 | 4 | 0.0% |
| Q4 2024 | 21 | $1.6M | 760,153 | 3 | 3 | 5 | 0.0% |
| Q3 2024 | 17 | $2.4M | 948,935 | 2 | 2 | 3 | 0.0% |
| Q2 2024 | 16 | $2.6M | 900,869 | 1 | 2 | 4 | 2.2% |
| Q1 2024 | 16 | $2.1M | 716,050 | 0 | 5 | 2 | 0.0% |
| Q4 2023 | 20 | $1.5M | 716,575 | 3 | 6 | 2 | 2.7% |
| Q3 2023 | 23 | $2.5M | 962,376 | 3 | 4 | 7 | 7.0% |
| Q2 2023 | 28 | $2.6M | 881,040 | 28 | 0 | 0 | 7.6% |
| Q1 2023 | 48 | $18.0M | 22,447,886 | 6 | 20 | 8 | 0.7% |
| Q4 2022 | 47 | $21.6M | 15,297,012 | 10 | 16 | 9 | 1.7% |
| Q3 2022 | 58 | $43.5M | 14,731,367 | 10 | 26 | 8 | 3.7% |
| Q2 2022 | 60 | $44.6M | 13,370,517 | 31 | 15 | 10 | 4.7% |
| Q1 2022 | 44 | $94.3M | 10,126,696 | 25 | 9 | 6 | 0.7% |
| Q4 2021 | 23 | $55.4M | 8,518,132 | 23 | 0 | 0 | 0.8% |