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Local Bounti Corp

CUSIP: 53960E106 | 99 institutional holders

Quarters

Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ACharles R. Schwab
with U.S. Bounti, LLC, Live Oak Ventures, LLC, Charles R. Schwab, Jr., +2 more
29,424,09284.4%+11,511,455Aug 7, 2026No 13F filer matched
13D/A

Institutional Holders — Q1 2023

FMR LLC6,158,266
0.0% of portfolio›$4.9M
BNP Paribas Asset Management Holding S.A.4,680,063
0.0% of portfolio›$3.7K
BlackRock Inc.3,430,628
0.0% of portfolio›$2.7M
Vanguard Group Inc1,920,344
0.0% of portfolio›$1.5M
Geode Capital Management, LLC849,901
0.0% of portfolio›$677.5K
Main Street Research LLC603,134
0.1% of portfolio›$480.8K
State Street Corp566,581
0.0% of portfolio›$451.6K
Northern Trust Corp495,565
0.0% of portfolio›$395.0K
BBR Partners, LLC380,813
0.0% of portfolio›$303.5K
Schwarz Dygos Wheeler Investment Advisors LLC332,609
0.1% of portfolio›$265.1K
Bridgeway Capital Management, LLC300,000
0.0% of portfolio›$239.1K
Alyeska Investment Group, L.P.183,215
0.0% of portfolio›$146.0K
Bank of New York Mellon Corp162,541
0.0% of portfolio›$129.6K
Allianz Asset Management GmbH70,000
0.0% of portfolio›$55.8K
Morgan Stanley69,873
0.0% of portfolio›$55.7K
Mirae Asset Global Investments Co., Ltd.66,529
0.0% of portfolio›$53.0K
Pinnacle Associates LTD61,000
0.0% of portfolio›$48.6K
Group One Trading LLC50,461
0.0% of portfolio›$40.2K
JPMorgan Chase & Co49,674
0.0% of portfolio›$40.0K
Rhumbline Advisers47,142
0.0% of portfolio›$38
Deutsche Bank Ag\43,889
0.0% of portfolio›$35.0K
Barclays PLC32,235
0.0% of portfolio›$25.7K
American International Group, Inc.31,222
0.0% of portfolio›$24.9K
Susquehanna International Group, LLP28,890
0.0% of portfolio›$23.0K
Invesco Ltd.28,472
0.0% of portfolio›$22.7K
Bank of America Corp28,158
0.0% of portfolio›$22.4K
Penserra Capital Management LLC27,580
0.0% of portfolio›$21
SG Americas Securities, LLC27,257
0.0% of portfolio›$22
California State Teachers Retirement System24,052
0.0% of portfolio›$19.2K
UBS Group AG20,975
0.0% of portfolio›$16.7K
Tower Research Capital LLC (TRC)20,401
0.0% of portfolio›$16
Global Retirement Partners, LLC20,160
0.0% of portfolio›$11.0K
Rockefeller Capital Management L.P.18,002
0.0% of portfolio›$14
Goldman Sachs Group Inc17,273
0.0% of portfolio›$13.8K
Manufacturers Life Insurance Company, the16,164
0.0% of portfolio›$12.9K
MSH Capital Advisors LLC15,018
0.0% of portfolio›$12.0K
Sheets Smith Wealth Management15,000
0.0% of portfolio›$12.0K
Renaissance Technologies LLC14,100
0.0% of portfolio›$11
Wells Fargo & Company13,876
0.0% of portfolio›$11.1K
Amalgamated Bank10,263
0.0% of portfolio›$8
Barber Financial Group, Inc.10,150
0.0% of portfolio›$8.1K
Price T Rowe Associates Inc10,066
0.0% of portfolio›$9
Creative Planning10,000
0.0% of portfolio›$8.0K
Stifel Financial Corp10,000
0.0% of portfolio›$8.0K
Legal & General Group Plc7,886
0.0% of portfolio›$6.3K
Royal Bank of Canada5,658
0.0% of portfolio›$5.0K
Van Eck Associates Corp5,552
0.0% of portfolio›$4
New York State Common Retirement Fund5,448
0.0% of portfolio›$4.3K
Osaic Holdings, Inc.2,500
0.0% of portfolio›$2.0K
Allworth Financial LP2,500
0.0% of portfolio›$2.0K
Belpointe Asset Management LLC1,500
0.0% of portfolio›$1.2K
Ameritas Investment Partners, Inc.1,406
0.0% of portfolio›$1.1K
Citigroup Inc917
0.0% of portfolio›$731
CWM, LLC300
0.0% of portfolio›$0
TCI Wealth Advisors, Inc.200
0.0% of portfolio›$160
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
FMR LLC
6,158,266$4.9M0.0%GrowthMediumBoston, MA2026-11-05
BNP Paribas Asset Management Holding S.A.
4,680,063$3.7K0.0%GrowthMediumParis, India2023-05-08
BlackRock Inc.
3,430,628$2.7M0.0%N/AN/ANew York, NY2023-05-12
Vanguard Group Inc
1,920,344$1.5M0.0%N/AN/AValley Forge, PA2023-07-14
Geode Capital Management, LLC
849,901$677.5K0.0%IndexVery LowBoston, MA2023-05-15
Main Street Research LLC
603,134$480.8K0.1%MomentumMediumSausalito, CA2023-05-01
State Street Corp
566,581$451.6K0.0%IndexVery LowBoston, MA2023-05-15
Northern Trust Corp
495,565$395.0K0.0%IndexVery LowChicago, IL2023-05-15
BBR Partners, LLC
380,813$303.5K0.0%ETFLowNew York, NY2023-05-11
Schwarz Dygos Wheeler Investment Advisors LLC
332,609$265.1K0.1%CoreVery LowMinneapolis, MN2023-04-27
Bridgeway Capital Management, LLC
300,000$239.1K0.0%Deep ValueMediumHouston, TX2023-05-15
Alyeska Investment Group, L.P.
183,215$146.0K0.0%CoreVery HighChicago, IL2023-05-15
Bank of New York Mellon Corp
162,541$129.6K0.0%CoreLowNew York, NY2023-05-09
Allianz Asset Management GmbH
70,000$55.8K0.0%CoreMediumMunich, Hong Kong2023-05-11
Morgan Stanley
69,873$55.7K0.0%CoreLowNew York, NY2023-05-15
Mirae Asset Global Investments Co., Ltd.
66,529$53.0K0.0%GrowthLowSeoul, Malaysia2023-05-04
Pinnacle Associates LTD
61,000$48.6K0.0%CoreLowNew York, NY2023-05-05
Group One Trading LLC
50,461$40.2K0.0%ValueVery HighChicago, IL2023-05-12
JPMorgan Chase & Co
49,674$40.0K0.0%GrowthMediumNew York, NY2023-05-18
Rhumbline Advisers
47,142$380.0%IndexVery LowBoston, MA2023-05-11
Deutsche Bank Ag\
43,889$35.0K0.0%CoreMediumFrankfurt Am Main, Hong Kong2023-05-15
Barclays PLC
32,235$25.7K0.0%CoreMediumLondon, United Kingdom2026-03-30
American International Group, Inc.
31,222$24.9K0.0%Agg GrowthVery LowNew York, NY2023-05-12
Susquehanna International Group, LLP
28,890$23.0K0.0%GrowthHighBala Cynwyd, PA2023-05-16
Invesco Ltd.
28,472$22.7K0.0%GrowthLowAtlanta, GA2023-05-12
Bank of America Corp
28,158$22.4K0.0%CoreLowCharlotte, NC2023-05-12
Penserra Capital Management LLC
27,580$210.0%GrowthMediumOrinda, CA2023-04-24
SG Americas Securities, LLC
27,257$220.0%GrowthHighNew York, NY2023-04-28
California State Teachers Retirement System
24,052$19.2K0.0%IndexVery LowWest Sacramento, CA2023-05-09
UBS Group AG
20,975$16.7K0.0%CoreMediumZurich, Switzerland2023-05-12
Tower Research Capital LLC (TRC)
20,401$160.0%GARPVery HighNew York, NY2023-05-09
Global Retirement Partners, LLC
20,160$11.0K0.0%CoreLowSan Rafael, CA2023-05-08
Rockefeller Capital Management L.P.
18,002$140.0%CoreLowNew York, NY2023-05-16
Goldman Sachs Group Inc
17,273$13.8K0.0%CoreMediumNew York, NY2024-05-14
Manufacturers Life Insurance Company, the
16,164$12.9K0.0%GARPMediumToronto, Australia2023-05-15
MSH Capital Advisors LLC
15,018$12.0K0.0%CoreLowScottsdale, AZ2025-02-14
Sheets Smith Wealth Management
15,000$12.0K0.0%CoreLowWinston-Salem, NC2023-05-26
Renaissance Technologies LLC
14,100$110.0%CoreHighNew York, NY2023-05-12
Wells Fargo & Company
13,876$11.1K0.0%CoreLowSan Francisco, CA2023-05-12
Amalgamated Bank
10,263$80.0%CoreVery LowNew York, NY2023-05-02
Barber Financial Group, Inc.
10,150$8.1K0.0%N/AN/ALenexa, KS2023-05-04
Price T Rowe Associates Inc
10,066$90.0%GrowthMediumBaltimore, MD2023-05-15
Creative Planning
10,000$8.0K0.0%IndexVery LowOverland Park, KS2023-05-15
Stifel Financial Corp
10,000$8.0K0.0%CoreLowSt. Louis, MO2023-05-12
Legal & General Group Plc
7,886$6.3K0.0%IndexVery LowLondon, United Kingdom2023-05-15
Royal Bank of Canada
5,658$5.0K0.0%CoreLowToronto, Australia2023-05-15
Van Eck Associates Corp
5,552$40.0%GrowthMediumNew York, NY2023-05-03
New York State Common Retirement Fund
5,448$4.3K0.0%IndexLowAlbany, NY2025-10-08
Osaic Holdings, Inc.
2,500$2.0K0.0%IndexLowScottsdale, AZ2023-05-12
Allworth Financial LP
2,500$2.0K0.0%IndexLowFolsom, CA2023-04-18
Belpointe Asset Management LLC
1,500$1.2K0.0%CoreMediumReno, NV2023-05-15
Ameritas Investment Partners, Inc.
1,406$1.1K0.0%CoreLowLincoln, NE2023-05-10
Citigroup Inc
917$7310.0%CoreMediumNew York, NY2023-05-11
CWM, LLC
300$00.0%GrowthVery LowOmaha, NE2023-05-01
TCI Wealth Advisors, Inc.
200$1600.0%ETFLowTucson, AZ2023-05-03
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-05-15
Charles R. Schwab
29,424,092
84.4% of class · Aug 7, 2026+11,511,455
with U.S. Bounti, LLC, Live Oak Ventures, LLC, Charles R. Schwab, Jr., +2 more
No 13F filer matched