Q1 2026 13F Data|Updated 2026-06-13
Institutional ownership decreased this quarter (-3.11 pp), while top 10 holders maintain a highly concentrated 96.7% of value.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LOCL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 213K | $247K | 0.0% | 0.934% | 0.00% |
| 2 | FMR LLC | 119K | $138K | 0.0% | 0.522% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 64K | $75K | +56.4% | 0.282% | 0.00% |
| 4 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 56K | $65K | -1.8% | 0.244% | 0.01% |
| 5 | Outfitter Financial LLC | 42K | $48K | +38.0% | 0.183% | 0.04% |
| 6 | STATE STREET CORP | 34K | $39K | 0.0% | 0.149% | 0.00% |
| 7 | PINNACLE ASSOCIATES LTD | 31K | $36K | 0.0% | 0.135% | 0.00% |
| 8 | BlackRock, Inc. | 28K | $32K | 0.0% | 0.121% | 0.00% |
| 9 | CITADEL ADVISORS LLC | 18K | $21K | — | 0.079% | 0.00% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 17K | $19K | 0.0% | 0.072% | 0.00% |
| 11 | NORTHERN TRUST CORP | 14K | $17K | 0.0% | 0.063% | 0.00% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 4K | $5K | — | 0.019% | 0.00% |
| 13 | Financially Speaking Inc | 1K | $1K | 0.0% | 0.004% | 0.01% |
| 14 | MAI Capital Management | 461 | $535 | 0.0% | 0.002% | 0.00% |
| 15 | MORGAN STANLEY | 385 | $446 | 0.0% | 0.002% | 0.00% |
| 16 | BNP PARIBAS ARBITRAGE, SA | 264 | $306 | 0.0% | 0.001% | 0.00% |
| 17 | SBI Securities Co., Ltd. | 257 | $298 | 0.0% | 0.001% | 0.00% |
| 18 | Delos Wealth Advisors, LLC | 220 | $256 | 0.0% | 0.001% | 0.00% |
| 19 | Allworth Financial LP | 192 | $223 | — | 0.001% | 0.00% |
| 20 | ADVISOR GROUP HOLDINGS, INC. | 1 | $1 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LOCL — a direct measure of their conviction.
Filings activity in LOCL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 20 | 17% | 2.42% | 3.11 pp | $1M | 56% |
| Q4 2025 | 24 | +14% | 5.53% | 1.53 pp | $2M | 22% |
| Q3 2025 | 21 | +11% | 7.06% | +2.07 pp | $2M | +42% |
| Q2 2025 | 19 | +0.0% | 4.99% | +0.11 pp | $2M | +2.3% |
| Q1 2025 | 19 | 17% | 4.88% | 0.08 pp | $2M | 1.6% |
| Q4 2024 | 23 | +28% | 4.96% | 2.51 pp | $2M | 34% |
| Q3 2024 | 18 | +0.0% | 7.47% | 0.43 pp | $2M | 5.5% |
| Q2 2024 | 18 | — | 7.90% | — | $2M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LOCL stock.
Based on Q1 2026 13F filings, institutional ownership of Local Bounti Corporation stands at 2.4%, held across 20 reporting institutions.
Cresset Asset Management, LLC is the largest reported institutional holder of LOCL, with approximately 213,036 shares worth $0.00B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of LOCL, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for LOCL is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
3 institutions opened new positions in LOCL during Q1 2026, while 7 fully exited. 0 added to existing positions and 17 trimmed.
LOCL institutional ownership fell by 3.11 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 96.7% of all reported 13F value in LOCL, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.