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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 208,744 | 446 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 213,036 | 247 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | No change | 194,696 | 225 | 0.01% | 0.02% | 3 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | No change | 118,993 | 138 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 64,240 | 74 | 0.0% | 0.0% | 5 | +23,156 | 56.36% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 55,705 | 64 | 0.01% | 0.02% | 6 | -1,000 | -1.76% | Q1 2026 | May 08, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Added to | 41,791 | 48 | 0.04% | 0.05% | 7 | +11,500 | 37.97% | Q1 2026 | Apr 21, 2026 |
| STATE STREET CORP | History | No change | 33,980 | 39 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 30,845 | 35 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BlackRock, Inc. | History | No change | 27,510 | 31 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,011 | 20 | 0.0% | — | 11 | +18,011 | New | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 16,538 | 19 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 14,388 | 16 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 4,267 | 4 | 0.0% | — | 14 | +4,267 | New | Q1 2026 | May 15, 2026 |
| Financially Speaking Inc | History | No change | 1,000 | 1 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | — | — | -322,829 | -100.0% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | — | — | -23,364 | -100.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | New | 192 | 0 | — | — | — | +192 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10 | 0 | — | — | — | -38 | -79.17% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | No change | 385 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 461 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 264 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 257 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 220 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |