Local Bounti Corporation/DE - LOCL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | History | Reduced | 213,036 | 455 | 0.0% | 0.0% | 1 | -1,197 | -0.56% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | No change | 208,744 | 446 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BBR PARTNERS, LLC | History | No change | 194,696 | 416 | 0.02% | 0.03% | 3 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | No change | 118,993 | 254 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | New | 56,705 | 121 | 0.02% | — | 5 | +56,705 | New | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 41,084 | 87 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | No change | 33,980 | 72 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 30,845 | 66 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Added to | 30,291 | 64 | 0.05% | 0.04% | 9 | +15,099 | 99.39% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | No change | 27,510 | 58 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 16,538 | 35 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 14,388 | 30 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financially Speaking Inc | History | New | 1,000 | 2 | 0.0% | — | 13 | +1,000 | New | Q4 2025 | Feb 10, 2026 |
| Walleye Capital LLC | History | New | 322,829 | 0 | — | — | — | +322,829 | New | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | New | 23,364 | 0 | — | — | — | +23,364 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,833 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | — | — | -60 | -98.36% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 48 | 0 | — | — | — | +27 | 128.57% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 45 | 0 | — | — | — | +4 | 9.76% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 385 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 461 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 264 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 257 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 220 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |