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LOCL · Local Bounti Corporation · Holdings

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$0.95 +0.01 (+1.06%) At close · Oct 23
Rebalance outlook locked
Going-concern doubt — cleared Aug 12, 2026

The latest filing states the doubt was alleviated.

“The Company's expectation of generating operating losses and negative operating cash flows in the future, and the need for additional funding to support the Company's planned operations initially raised substantial doubt regarding its ability to continue as a going concern. However, based on management's current operating plan, the Company believes its cash on hand, projected cash generated from product sales, as well as the financing completed on August 7, 2026, which provided $12.5 million of gross proceeds through the issuance of a convertible note and warrant as disclosed in Note 13, Subsequent Events, will be sufficient to fund the Company's operations for at least 12 months from the issuance date of the accompanying Consolidated Financial Statements and alleviate the conditions that initially raised substantial doubt about the Company's ability to continue as a going concern.”
View the 10-Q filed Aug 12, 2026
Market Cap
$22.21M
Shares
23.38M
Volume · Oct 23 3791 Avg daily vol (3M) 29.66K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of LOCL: 13F, 13D and 13G, insiders and funds →
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 22
Total Value: $1,303,419
Total Shares: 1,010,454

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 24 13F filers
Top Holder
19.7%
Sep 2023 → Jun 2026 · range 19.7% – 44.0%
of institutional value
Top 5
75.4%
Sep 2023 → Jun 2026 · range 74.6% – 88.0%
of institutional value
Top 10
91.9%
Sep 2023 → Jun 2026 · range 91.9% – 99.3%
of institutional value
HHI
1,292
Sep 2023 → Jun 2026 · range 1,292 – 2,546
Broadly held

Who Holds LOCL

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 24 filers, like-for-like change +2.7%; actively managed books +8.8%; index-like books -9.4%.

Holder type Share Filers Change
Registered adviser 76.8% 10 +0.5%
Bank 3.5% 3 -21.0%
Non-US 0.0% 2 0.0%
Holding company 13.6% 3 0.0%
Unknown 6.0% 6 +142.2%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F.

Conviction and Crowding

24 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.000%
Mar 31, 2026: 0
Crowding
2.15%
of shares outstanding, 9th percentile
Mar 31, 2026: 2.12%
Private-fund advisers
2.00%
of shares outstanding
Institutional ownership
4.74%
39.1% of the estimated free float
Top 10 holders
91.9%
of 13F shares, Herfindahl 0.129
Active holders
+8.8%
like-for-like share change of active filers
5% stakes on record
2
2 13D, 0 13G
How long holders have held it value-weighted 9.3 quarters
Under 1 year 33.2% 1 to 3 years 12.2% 3 years or more 54.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$6.09
estimated per share
Mar 31, 2026: $6.87
Quarter-end price
$1.29
implied by 13F values
Estimated gain or loss
-78.8%
price against the estimated cost
Estimated at a loss
100.0%
of costed 13F value

Estimated cost covers 69.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies LOCL's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 MDT Medtronic plc 3
2 PLTR Palantir Technologies Inc. 3
3 MCD Mcdonalds Corp 3
4 JNJ Johnson & Johnson 3
5 NVDA Nvidia Corp 3
6 AMZN Amazon Com Inc 3
7 AAPL Apple Inc. 3
8 MSFT Microsoft Corp 3
9 GOOGL Alphabet Inc. 3

Shareholder Targets

13F filers that own its peers but not LOCL, quarter ended Jun 30, 2026

Found through its holder-overlap peers: MDT, PLTR, MCD, JNJ, NVDA, AMZN, AAPL, MSFT, GOOGL. 7,146 filers in all.

# Filer In peers
1 VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active $385,191,919,267 9 held
2 NORGES BANK Non-US, Index-like $263,253,126,235 9 held
3 Invesco Ltd. Adviser, Diversified active $262,677,193,682 9 held
4 PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active $245,677,642,341 9 held
5 NORTHERN TRUST CORP Bank, Index-like $202,450,210,115 9 held
6 BANK OF AMERICA CORP /DE/ Bank, Diversified active $175,872,731,775 9 held
7 Capital Research Global Investors Adviser, Diversified active $166,831,676,388 9 held
8 GOLDMAN SACHS GROUP INC Holding company, Index-like $153,168,229,319 9 held
9 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like $143,711,000,957 9 held
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser, Diversified active $132,102,822,321 9 held

Fund Ownership of LOCL by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0.97% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.16% 37,659
Index ETFs 0.81% 189,080
Active ETFs 0.00% 0
Active funds 0.58% 135,531
Unclassified 0.00% 0
All registered funds 1.55% 362,270
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 8 Bank 3 Non-US 2 Holding company 3 Unknown 6
Showing 22 of 22
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Cresset Asset Management, LLC $274,816 21.08% 213,036
BBR PARTNERS, LLC $251,157 19.27% 194,696
VANGUARD CAPITAL MANAGEMENT LLC $243,913 18.71% 189,080
FMR LLC $153,500 11.78% 118,993
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC $128,296 9.84% 99,455
GEODE CAPITAL MANAGEMENT, LLC $58,971 4.52% 45,715
STATE STREET CORP $43,834 3.36% 33,980
BlackRock, Inc. $35,487 2.72% 27,510
VANGUARD FIDUCIARY TRUST CO $25,366 1.95% 19,664
BRIDGEWAY CAPITAL MANAGEMENT, LLC $21,334 1.64% 16,538
Ground Swell Capital, LLC $20,744 1.59% 16,081
XTX Topco Ltd $17,874 1.37% 13,856
Global Retirement Partners, LLC $8,566 0.66% 6,641
Tower Research Capital LLC (TRC) $6,515 0.50% 5,051
UBS Group AG $5,480 0.42% 4,249
JONES FINANCIAL COMPANIES LLLP $4,859 0.37% 3,767
Financially Speaking Inc $1,290 0.10% 1,000
MORGAN STANLEY $496 0.04% 385
BNP PARIBAS ARBITRAGE, SA $340 0.03% 264
SBI Securities Co., Ltd. $286 0.02% 263
Delos Wealth Advisors, LLC $283 0.02% 220
JPMORGAN CHASE & CO $12 0.00% 10
Key facts CIK 1840780 CUSIP 53960E205 13F (30d) 1 filings 1 filers Visit website Investor relations