Local Bounti Corporation: which funds bought and sold

Institutions that bought and sold Local Bounti shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 5 institutions that filed 13F reports for both quarters added to or opened positions in Local Bounti, and 8 cut or closed them. Together they added a net 28K shares, +3.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 18K shares (−11.7%); index fund managers were net sellers of 33K shares (−9.4%). 4 opened a new position and 5 sold out entirely.

Bought, Q2 2026 5 institutions, 4 of them new holders Sold, Q2 2026 8 institutions, 5 of them sold out

Net change, all compared +28K shares (+3.3%)

Net change, active managers −18K shares (−11.7%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 27

5 bought 14 8 sold

Active managers and hedge funds 0 bought · 1 sold · −18K

Index fund managers 0 bought · 2 sold · −33K

Other institutions 5 bought · 5 sold · +79K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Schwarz Dygos Wheeler Investment Advisors LLC	+44K +78.5%	99K	$128,297
Ground Swell Capital, LLC	+16K New position	16K	$20,744
Xtx Topco Ltd	+14K New position	14K	$17,874
Tower Research Capital LLC (TRC)	+5,051 New position	5,051	$6,516
UBS Group AG	+4,249 New position	4,249	$5,481

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Geode Capital Management, LLC Index funds	−19K −28.8%	46K	$58,986
Citadel Advisors LLC Hedge fund	−18K Sold out	0	—
Northern Trust Corp Index funds	−14K Sold out	0	—
Outfitters Financial LLC	−2,500 −6.0%	39K	$50,685
Jones Financial Companies LLLP	−500 −11.7%	3,767	$5,161
Mai Capital Management	−461 Sold out	0	—
Allworth Financial LP	−192 Sold out	0	—
Osaic Holdings, Inc.	−1 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−18K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Ground Swell Capital, LLC	16K	$20,744
Xtx Topco Ltd	14K	$17,874
Tower Research Capital LLC (TRC)	5,051	$6,516
UBS Group AG	4,249	$5,481

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Citadel Advisors LLCHedge fund	18K	$20,893
Northern Trust CorpIndex funds	14K	$16,690
Mai Capital Management	461	$535
Allworth Financial LP	192	$223
Osaic Holdings, Inc.	1	$1

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 23
Ten largest holders: 92.3%
Index fund managers: 35.7%
Active managers and hedge funds: 15.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	1	0	1	−18K	−11.7%
Index fund managers	0	2	0	1	−33K	−9.4%
Other institutions	5	5	4	3	+79K	+22.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Local Bounti.

Only managers that filed a holdings report for both quarters are compared (27 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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