Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Local Bounti Corporation/DE

CIK 0001840780LOCLLOCLW· quarter ending 2026-06-30

Shares outstanding

23,380,119

as of 2026-08-07 · 10-Q cover page, filed 2026-08-12

Held by 13F filers

1,080,584

4.6% of shares outstanding

Holders

+0 vs 2026-03-31 · 5 new, 5 exited

Value

$1.4M

shares +3.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-12, as of 2026-08-07)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	LOCL · NYSE	23,380,119	1,080,584	4.6%	24	53960E205

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	53960E205	COM NEW	24	1,080,584	23,380,119	4.6%	$1.4M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (24 of 24 · 53960E205)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Cresset Asset Management, LLC	213,036	0.91%	$275K	—
2	BBR PARTNERS, LLC	194,696	0.83%	$251K	—
3	VANGUARD CAPITAL MANAGEMENT LLC	189,080	0.81%	$244K	—
4	FMR LLC	118,993	0.51%	$154K	—
5	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	99,455	0.43%	$128K	+43,750 (+78.5%)
6	GEODE CAPITAL MANAGEMENT, LLC	45,715	0.20%	$59K	-18,525 (-28.8%)
7	OUTFITTERS FINANCIAL LLC	39,291	0.17%	$51K	-2,500 (-6.0%)
8	STATE STREET CORP	33,980	0.15%	$44K	—
9	PINNACLE ASSOCIATES LTD	30,845	0.13%	$40K	—
10	BlackRock, Inc.	27,510	0.12%	$35K	—
11	VANGUARD FIDUCIARY TRUST CO	19,664	0.08%	$25K	—
12	BRIDGEWAY CAPITAL MANAGEMENT, LLC	16,538	0.07%	$21K	—
13	Ground Swell Capital, LLC	16,081	0.07%	$21K	NEW
14	XTX Topco Ltd	13,856	0.06%	$18K	NEW
15	Global Retirement Partners, LLC	6,641	0.03%	$9K	NEW
16	Tower Research Capital LLC (TRC)	5,051	0.02%	$7K	NEW
17	UBS Group AG	4,249	0.02%	$5K	NEW
18	JONES FINANCIAL COMPANIES LLLP	3,767	0.02%	$5K	-500 (-11.7%)
19	Financially Speaking Inc	1,000	0.00%	$1K	—
20	MORGAN STANLEY	385	0.00%	$496	—
21	BNP PARIBAS FINANCIAL MARKETS	264	0.00%	$341	—
22	SBI Securities Co., Ltd.	257	0.00%	$332	—
23	Delos Wealth Advisors, LLC	220	0.00%	$284	—
24	JPMORGAN CHASE & CO	10	0.00%	$13	—

Exited since 2026-03-31 (5 filers; largest 5 shown)

CITADEL ADVISORS LLC	−18,011
NORTHERN TRUST CORP	−14,388
MAI Capital Management	−461
Allworth Financial LP	−192
OSAIC HOLDINGS, INC.	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Charles R. Schwab	SCHEDULE 13D/A	2026-08-10	2026-08-07	29,424,092	84.4%
Charles R. Schwab, Jr.	SCHEDULE 13D/A	2026-08-10	2026-08-07	606,699	2.6%
Live Oak Ventures, LLC	SCHEDULE 13D/A	2026-08-10	2026-08-07	858,284	3.7%
Michael Molnar	SCHEDULE 13D/A	2026-08-10	2026-08-07	176,291	0.8%
The Charles & Helen Schwab Living Trust U/A DTD 11/22/1985	SCHEDULE 13D/A	2026-08-10	2026-08-07	282,112	1.2%
U.S. Bounti, LLC	SCHEDULE 13D/A	2026-08-10	2026-08-07	28,283,696	81.1%
Craig M. Hurlbert	SCHEDULE 13D/A	2026-07-02	2026-07-02	1,683,923	7.4%
Wheat Wind Farms, LLC	SCHEDULE 13D/A	2026-07-02	2026-07-02	1,177,386	5.2%
Wheat Wind Farms LLC	SCHEDULE 13D/A	2025-01-06	2025-01-01	1,177,386	13.6%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.