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Local Bounti Corp (LOCL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares45,603 from 45,715
Change-112 (0%)
Value$49.7K (-$9.3K)
Filed 2026-11-06
Global Retirement Partners, LLC
UNCHANGED
Shares6,641 from 6,641
Change0 (0%)
Value$7.2K (-$1.3K)
Filed 2026-11-10
UBS Group AG
DECREASED
Shares2,958 from 4,249
Change-1,291 (-30%)
Value$3.2K (-$2.3K)
Filed 2026-11-10
SBI Securities Co., Ltd.
INCREASED
Shares263 from 257
Change+6 (+2%)
Value$287 (-$45)
Filed 2026-10-22
Allworth Financial LP
NEW
Shares192
Change+192
Value$248
Filed 2026-11-06
Barclays PLC
NEW
Shares2
Change+2
Value$2
Filed 2026-11-06
FMR LLC
DECREASED
Shares1 from 118,993
Change-118,992 (-100%)
Value$1 (-$153.5K)
Filed 2026-11-10
Schwarz Dygos Wheeler Investment Advisors LLC
CLOSED
Shares0 from 99,455
Change-99,455 (-100%)
Value$0 (-$128.3K)
Filed 2026-11-10
Outfitters Financial LLC
CLOSED
Shares0 from 39,291
Change-39,291 (-100%)
Value$0 (-$50.7K)
Filed 2026-10-23
Pinnacle Associates LTD
CLOSED
Shares0 from 30,845
Change-30,845 (-100%)
Value$0 (-$39.8K)
Filed 2026-10-20
Ground Swell Capital, LLC
CLOSED
Shares0 from 16,081
Change-16,081 (-100%)
Value$0 (-$20.7K)
Filed 2026-11-09
Financially Speaking Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-05
Cresset Asset Management, LLC
N/A
Shares— from 213,036
Change-213,036 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 194,696
Change-194,696 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 189,080
Change-189,080 (-100%)
Value—
State Street Corp
N/A
Shares— from 33,980
Change-33,980 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 27,510
Change-27,510 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 19,664
Change-19,664 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 16,538
Change-16,538 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,856
Change-13,856 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 385
Change-385 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 264
Change-264 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED45,60345,715-1120%$59.0K$49.7K-$9.3K2026-11-06
Global Retirement Partners, LLC
UNCHANGED6,6416,64100%$8.6K$7.2K-$1.3K2026-11-10
UBS Group AG
DECREASED2,9584,249-1,291-30%$5.5K$3.2K-$2.3K2026-11-10
SBI Securities Co., Ltd.
INCREASED263257+6+2%$332$287-$452026-10-22
Allworth Financial LP
NEW192—+192——$248—2026-11-06
Barclays PLC
NEW2—+2——$2—2026-11-06
FMR LLC
DECREASED1118,993-118,992-100%$153.5K$1-$153.5K2026-11-10
Schwarz Dygos Wheeler Investment Advisors LLC
CLOSED099,455-99,455-100%$128.3K$0-$128.3K2026-11-10
Outfitters Financial LLC
CLOSED039,291-39,291-100%$50.7K$0-$50.7K2026-10-23
Pinnacle Associates LTD
CLOSED030,845-30,845-100%$39.8K$0-$39.8K2026-10-20
Ground Swell Capital, LLC
CLOSED016,081-16,081-100%$20.7K$0-$20.7K2026-11-09
Financially Speaking Inc
CLOSED01,000-1,000-100%$1.2K$0-$1.2K2026-11-05
Cresset Asset Management, LLC
N/A—213,036-213,036-100%$274.8K———
BBR Partners, LLC
N/A—194,696-194,696-100%$251.2K———
Vanguard Capital Management LLC
N/A—189,080-189,080-100%$243.9K———
State Street Corp
N/A—33,980-33,980-100%$43.8K———
BlackRock, Inc.
N/A—27,510-27,510-100%$35.5K———
Vanguard Fiduciary Trust Co
N/A—19,664-19,664-100%$25.4K———
Bridgeway Capital Management, LLC
N/A—16,538-16,538-100%$21.3K———
XTX Topco Ltd
N/A—13,856-13,856-100%$17.9K———
Tower Research Capital LLC (TRC)
N/A—5,051-5,051-100%$6.5K———
Jones Financial Companies Lllp
N/A—3,767-3,767-100%$5.2K———
Morgan Stanley
N/A—385-385-100%$496———
BNP Paribas Financial Markets
N/A—264-264-100%$341———
Delos Wealth Advisors, LLC
N/A—220-220-100%$284———
JPMorgan Chase & Co
N/A—10-10-100%$13———
Showing 26 of 26 institutions