Local Bounti Ownership | Who Owns Local Bounti?
Local Bounti Ownership Summary
Local Bounti is owned by 4.33% institutional investors, 80.63% insiders, and 15.05% retail investors. Vanguard group is the largest institutional shareholder, holding 0.93% of LOCL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.57% of its assets in Local Bounti shares.
LOCL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Local Bounti | 4.33% | 80.63% | 15.05% |
| Sector | Consumer Defensive Stocks | 33.19% | 16.40% | 50.41% |
| Industry | Farm Stocks | 22.79% | 26.75% | 50.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 208.74K | 0.93% | $446.71K |
| Bbr partners | 194.70K | 0.87% | $416.65K |
| Schwarz dygos wheeler investment advisors | 56.70K | 0.25% | $121.35K |
| Outfitter financial | 41.79K | 0.18% | $48.48K |
| Geode capital management | 41.08K | 0.18% | $87.94K |
| State street | 33.98K | 0.15% | $72.72M |
| Pinnacle associates | 30.84K | 0.14% | $35.78K |
| Blackrock funding, inc. /de | 27.51K | 0.12% | $58.87K |
| Walleye trading | 23.36K | 0.10% | $37.00 |
| Financially speaking | 1.00K | 0.00% | $1.16K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Outfitter financial | 41.79K | 0.04% | $48.48K |
| Schwarz dygos wheeler investment advisors | 56.70K | 0.03% | $121.35K |
| Bbr partners | 194.70K | 0.02% | $416.65K |
| Financially speaking | 1.00K | 0.01% | $1.16K |
| Cresset asset management | 214.23K | 0.00% | $640.56K |
| Bridgeway capital management | 16.54K | 0.00% | $49.45K |
| Pinnacle associates | 30.84K | 0.00% | $35.78K |
| Delos wealth advisors | 220.00 | 0.00% | $658.00 |
| Mai capital management | 461.00 | - | $987.00 |
| Northern trust | 14.39K | - | $43.02K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Schwarz dygos wheeler investment advisors | 56.70K | 0.03% | 56.70K |
| Walleye trading | 23.36K | - | 23.36K |
| Northern trust | 14.39K | - | 14.39K |
| Outfitter financial | 41.79K | 0.04% | 11.50K |
| Delos wealth advisors | 220.00 | 0.00% | 220.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Main street research | - | - | -46.39K |
| Ubs group | - | - | -16.98K |
| Global retirement partners | - | - | -3.83K |
| Tower research capital llc (trc) | - | - | -2.42K |
| Allworth financial lp | - | - | -192.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Schwarz dygos wheeler investment advisors | 56.70K | 0.03% | 56.70K | $121.35K |
| Walleye trading | 23.36K | - | 23.36K | $37.00 |
| Northern trust | 14.39K | - | 14.39K | $43.02K |
| Delos wealth advisors | 220.00 | 0.00% | 220.00 | $658.00 |
Sold Out
| Holder | Change |
|---|---|
| Barclays | -52.00 |
| Raymond james financial | -153.00 |
| Allworth financial lp | -192.00 |
| Tower research capital llc (trc) | -2.42K |
| Global retirement partners | -3.83K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 17 | -26.09% | 972,464 | 5.47% | 4 | 6247008.43% | 6 | -40.00% | 1 | -75.00% |
| Sep 30, 2025 | 22 | 10.00% | 921,799 | 8.33% | - | 14068.83% | 10 | 11.11% | 4 | - |
| Jun 30, 2025 | 19 | - | 850,945 | 12.29% | - | 0.01% | 8 | 300.00% | - | -100.00% |
| Mar 31, 2025 | 19 | -13.64% | 757,818 | -1.90% | 8 | 10.37% | 2 | -71.43% | 4 | -20.00% |
| Dec 31, 2024 | 22 | 22.22% | 772,456 | -21.48% | 9 | 6.90% | 7 | 40.00% | 5 | 25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 127.43K | 0.57% | - |
| Fidelity Select Technology | 118.99K | 0.53% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 61.65K | 0.28% | - |
| BNP Paribas Fds Ecsystm Rstn I USD Cap | 12.30K | 0.14% | -22.60K |
| Fidelity Extended Market Index | 21.16K | 0.09% | -77.00 |
| Bridgeway Ultra-Small Company Market | 16.54K | 0.07% | - |
| NT Ext Equity Mkt Idx Fd - NL | 10.37K | 0.05% | - |
| BlackRock Extended Equity Market K | 3.98K | 0.05% | -2.00 |
| NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 8.12K | 0.04% | -43.00 |
| Spartan Extended Market Index Pool E | 3.31K | 0.03% | 196.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 01, 2026 | Hurlbert Craig M. | Executive Chairman | Sell | $116.00K |
| Apr 01, 2026 | VALIASEK KATHLEEN | President and CEO | Sell | $232.00K |
| Mar 13, 2026 | Schwab Charles R. | - | Buy | $687.50K |
| Mar 13, 2026 | Schwab Charles R. | - | Buy | - |
| Jan 07, 2026 | Nordby Matthew | - | Sell | $2.22K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | 2 | 1 |
| 2025 Q4 | - | 7 |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
LOCL Ownership FAQ
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