$LOCL

$0.93 +$0.00 (0.05%) Close

$LOCL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 23.4M shares outstanding

Who owns LOCL?

By type of holder

Institutions 3.8% Insiders 43.7% Everyone else 52.5%

Concentration Top 10 holders own 164.7%

Charles R. Schwab 125.9% · Joyner Travis M. 11.0%

Institutional ownership

3.8%

+0.1 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

+35.1K

by institutions in Q2 2026

New / sold out

5 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Schwarz Dygos Wheeler Investment Advisors LLC +43.8K
Ground Swell Capital, LLC NEW +16.1K

Biggest sellers in Q2 2026

Geode Capital Management, LLC −18.5K
Citadel Advisors LLC SOLD OUT −18.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$75.5K

48 notices from 2 people

Shares covered

31.6K

0.14% of the company

Arranged in advance

25%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Kebs Trust Affiliate $56.8K
Nordby Matthew Director 10b5-1 $18.7K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+121.1%

+17.20% a year

Each share's claim on the business

−54.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $85.2M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years47% 1–3 years28% Under 1 year25%

Quarterly turnover

8.5%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting LOCL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CA Cresset Asset Management, LLC	213.0K	0.91%	Unchanged	2023	0.0%
Shares held by quarter Peak holding428.5K (Q3'24) Change over 8 quarters−215.4K Share of the company0.910% Cresset Asset Management, LLC's full portfolio →
VC Vanguard Capital Management LLC	189.1K	0.81%	Unchanged	2021	0.0%
Shares held by quarter Peak holding189.1K (Q1'26) Change over 8 quarters+189.1K Share of the company0.810% Vanguard Capital Management LLC's full portfolio →

Cresset Asset Management, LLC

213.0K

% of company

0.91%

Change vs last qtr

Unchanged

Held since

2023

Vanguard Capital Management LLC

189.1K

% of company

0.81%

Change vs last qtr

Unchanged

Held since

2021

26 more super investors behind a free account

See every manager holding Local Bounti Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LOCL on Form N-PORT; together they hold 1.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$164K	127.4K	0.55%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$79.5K	61.6K	0.26%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$164K

% of company

0.55%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$79.5K

% of company

0.26%

% of the fund

0.00%

As of

June 30, 2026

5 more funds behind a free account

See every fund holding Local Bounti Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CR Charles R. Schwab 5%+ holder 13D · 84.4%	29.4M	125.85%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company125.850% Disclosed stake13D · 84.4% View the 13D/G filing →
JT Joyner Travis M. Insider	2.6M	10.99%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company10.990% Joyner Travis M.'s insider activity →

Charles R. Schwab

5%+ holder13D · 84.4%

29.4M

% of company

125.85%

Change vs last qtr

—

Held since

—

Joyner Travis M.

Insider

2.6M

% of company

10.99%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Local Bounti Corp.

Comments