Lamb Weston Holdings, Inc.
LW- 交易所
- NYSE
- 產業
- Canned, Frozen & Preservd Fruit, Veg & Food Specialties
- SEC CIK
- 0001679273
近 90 天，Lamb Weston Holdings, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 559 家機構在 13F 申報持有，市值合計 $56.3 億；大師中只有Starboard Value持有。
2023 年第 2 季 13F 持有人
Lamb Weston Holdings, Inc. 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 783
- 較 2023 年第 1 季 +41 家
- 持有股數
- 1.26 億
- 較 2023 年第 1 季 −66.7 萬 (−0.5%)
- 總市值
- $144.2 億
- 較 2023 年第 1 季 +$12.1 億 (+9.1%)
- 新進機構
- 104
- 另有 265 家加碼
- 清倉機構
- 63
- 另有 252 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 559 | $56.3 億 |
| 2026 年第 1 季 | 568 | $54.4 億 |
| 2025 年第 4 季 | 628 | $53.2 億 |
| 2025 年第 3 季 | 626 | $71.6 億 |
| 2025 年第 2 季 | 622 | $67.0 億 |
| 2025 年第 1 季 | 634 | $71.4 億 |
| 2024 年第 4 季 | 703 | $95.3 億 |
| 2024 年第 3 季 | 687 | $84.5 億 |
| 2024 年第 2 季 | 755 | $117.3 億 |
| 2024 年第 1 季 | 789 | $137.4 億 |
| 2023 年第 4 季 | 771 | $138.6 億 |
| 2023 年第 3 季 | 753 | $118.2 億 |
| 2023 年第 2 季 | 783 | $144.2 億 |
| 2023 年第 1 季 | 745 | $132.2 億 |
| 2022 年第 4 季 | 688 | $114.4 億 |
| 2022 年第 3 季 | 595 | $100.6 億 |
| 2022 年第 2 季 | 560 | $91.5 億 |
| 2022 年第 1 季 | 527 | $74.8 億 |
| 2021 年第 4 季 | 548 | $78.3 億 |
| 2021 年第 3 季 | 560 | $75.4 億 |
| 2021 年第 2 季 | 608 | $99.9 億 |
| 2021 年第 1 季 | 619 | $96.4 億 |
2023 年第 2 季持有機構
每家機構持有 Lamb Weston Holdings, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 210,816 | $2,423 萬 | 0.92% | −15,725−6.9% | 減碼 |
| Isomer Partners LP | 215,000 | $2,471 萬 | 14.28% | −83,200−27.9% | 減碼 |
| Credit Suisse AG | 223,971 | $2,575 萬 | 0.03% | +74,683+50.0% | 加碼 |
| Nicholas Company, Inc. | 225,401 | $2,591 萬 | 0.50% | −750.0% | 減碼 |
| Douglas Lane & Associates, LLC | 231,708 | $2,663 萬 | 0.43% | −34,162−12.8% | 減碼 |
| California State Teachers Retirement System | 234,696 | $2,698 萬 | 0.04% | −7,351−3.0% | 減碼 |
| Lazard Asset Management LLC | 240,735 | $2,767 萬 | 0.03% | +20,857+9.5% | 加碼 |
| Renaissance Technologies LLC | 248,100 | $2,852 萬 | 0.04% | −555,400−69.1% | 減碼 |
| BlueDrive Global Investors LLP | 255,569 | $2,938 萬 | 41.01% | 00.0% | 不變 |
| Royal Bank of Canada | 255,907 | $2,942 萬 | 0.01% | +73,804+40.5% | 加碼 |
| Bank of Montreal | 257,366 | $2,959 萬 | 0.02% | +79,702+44.9% | 加碼 |
| National Pension Service | 270,753 | $3,084 萬 | 0.05% | +239,263+759.8% | 加碼 |
| Los Angeles Capital Management LLC | 274,131 | $3,151 萬 | 0.13% | −141,227−34.0% | 減碼 |
| Principal Financial Group Inc | 278,710 | $3,204 萬 | 0.02% | −129,855−31.8% | 減碼 |
| Scopus Asset Management, L.P. | 285,000 | $3,276 萬 | 1.15% | −165,000−36.7% | 減碼 |
| UBS Group AG | 287,792 | $3,308 萬 | 0.01% | +165,975+136.2% | 加碼 |
| Umb Bank N A | 289,128 | $3,324 萬 | 0.50% | 00.0% | 不變 |
| California Public Employees Retirement System | 296,447 | $3,408 萬 | 0.03% | −13,555−4.4% | 減碼 |
| Clarkston Capital Partners, LLC | 301,664 | $3,468 萬 | 0.62% | −10,206−3.3% | 減碼 |
| Neuberger Berman Group LLC | 303,412 | $3,478 萬 | 0.03% | +119,993+65.4% | 加碼 |
| Deutsche Bank AG | 318,240 | $3,658 萬 | 0.02% | −77,604−19.6% | 減碼 |
| Alliancebernstein L.P. | 323,242 | $3,716 萬 | 0.02% | +16,803+5.5% | 加碼 |
| Rhumbline Advisers | 327,561 | $3,765 萬 | 0.04% | +4,744+1.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 336,614 | $3,869 萬 | 0.33% | +149,991+80.4% | 加碼 |
| Cookson Peirce & Co Inc | 356,937 | $4,103 萬 | 2.50% | −3,183−0.9% | 減碼 |
| UBS Asset Management Americas Inc | 396,040 | $4,139 萬 | 0.02% | 00.0% | 不變 |
| Cramer Rosenthal McGlynn LLC | 365,042 | $4,196 萬 | 2.10% | −117,005−24.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 380,667 | $4,376 萬 | 0.03% | −47,449−11.1% | 減碼 |
| Ameriprise Financial Inc | 406,693 | $4,675 萬 | 0.01% | −580,875−58.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 409,058 | $4,702 萬 | 0.06% | +137,996+50.9% | 加碼 |
| Goldman Sachs Group Inc | 430,381 | $4,947 萬 | 0.01% | +13,295+3.2% | 加碼 |
| Alyeska Investment Group, L.P. | 441,704 | $5,077 萬 | 0.39% | +280,748+174.4% | 加碼 |
| Federated Hermes, Inc. | 468,431 | $5,385 萬 | 0.13% | +152,294+48.2% | 加碼 |
| Marshall Wace, LLP | 490,204 | $5,635 萬 | 0.12% | −683,526−58.2% | 減碼 |
| Bridgewater Associates, LP | 493,299 | $5,670 萬 | 0.35% | +45,529+10.2% | 加碼 |
| JPMorgan Chase & Co | 494,558 | $5,685 萬 | 0.01% | +38,998+8.6% | 加碼 |
| Ensign Peak Advisors, Inc | 496,838 | $5,711 萬 | 0.12% | −19,791−3.8% | 減碼 |
| Swiss National Bank | 526,100 | $6,048 萬 | 0.04% | −44,700−7.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 530,429 | $6,097 萬 | 0.35% | −307,576−36.7% | 減碼 |
| Wells Fargo & Company | 583,442 | $6,707 萬 | 0.02% | +83,621+16.7% | 加碼 |
| Prudential Financial Inc | 585,565 | $6,731 萬 | 0.10% | −292,069−33.3% | 減碼 |
| Balyasny Asset Management LLC | 585,799 | $6,734 萬 | 0.19% | −410,755−41.2% | 減碼 |
| Candlestick Capital Management LP | 590,000 | $6,782 萬 | 2.29% | −160,000−21.3% | 減碼 |
| Amundi | 616,424 | $7,096 萬 | 0.04% | −72,911−10.6% | 減碼 |
| Holocene Advisors, LP | 636,202 | $7,313 萬 | 0.32% | −88,431−12.2% | 減碼 |
| First Trust Advisors LP | 647,792 | $7,446 萬 | 0.08% | +122,640+23.4% | 加碼 |
| Norges Bank | 664,220 | $7,635 萬 | 0.02% | +125,952+23.4% | 加碼 |
| Baird Financial Group, Inc. | 668,018 | $7,679 萬 | 0.20% | −5,708−0.8% | 減碼 |
| Barclays PLC | 702,653 | $8,077 萬 | 0.05% | +115,523+19.7% | 加碼 |
| Montrusco Bolton Investments Inc. | 809,903 | $9,131 萬 | 1.41% | −253,229−23.8% | 減碼 |
| Legal & General Group Plc | 798,432 | $9,178 萬 | 0.03% | +31,554+4.1% | 加碼 |
| Millennium Management LLC | 819,402 | $9,419 萬 | 0.10% | −302,097−26.9% | 減碼 |
| Thrivent Financial for Lutherans | 864,263 | $9,935 萬 | 0.23% | −1,038,990−54.6% | 減碼 |
| Macquarie Group Ltd | 892,492 | $1.03 億 | 0.12% | −104,560−10.5% | 減碼 |
| Champlain Investment Partners, LLC | 990,355 | $1.14 億 | 0.70% | +4,260+0.4% | 加碼 |
| PointState Capital LP | 997,726 | $1.15 億 | 4.37% | −11,753−1.2% | 減碼 |
| Dimensional Fund Advisors LP | 997,952 | $1.15 億 | 0.04% | +4920.0% | 加碼 |
| Agf Management Ltd | 1,008,611 | $1.16 億 | 0.84% | +204,594+25.4% | 加碼 |
| Parsifal Capital Management, LP | 1,010,199 | $1.16 億 | 8.80% | −82,204−7.5% | 減碼 |
| Avala Global LP | 1,035,959 | $1.19 億 | 14.18% | +61,900+6.4% | 加碼 |
| Nuveen Asset Management, LLC | 1,115,126 | $1.28 億 | 0.04% | +466,466+71.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,130,938 | $1.30 億 | 0.04% | +4,441+0.4% | 加碼 |
| Bank of New York Mellon Corp | 1,163,689 | $1.34 億 | 0.03% | −63,698−5.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,269,081 | $1.46 億 | 0.41% | +27,945+2.3% | 加碼 |
| Northern Trust Corp | 1,380,746 | $1.59 億 | 0.03% | −13,120−0.9% | 減碼 |
| Franklin Resources Inc | 1,474,705 | $1.70 億 | 0.08% | +213,272+16.9% | 加碼 |
| Point72 Asset Management, L.P. | 1,738,433 | $2.00 億 | 0.69% | +495,622+39.9% | 加碼 |
| Anomaly Capital Management, LP | 1,880,566 | $2.16 億 | 8.34% | −581,952−23.6% | 減碼 |
| Morgan Stanley | 1,883,437 | $2.17 億 | 0.02% | +505,170+36.7% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 2,066,610 | $2.38 億 | 8.26% | +87,800+4.4% | 加碼 |
| TPG GP A, LLC | 2,164,078 | $2.49 億 | 3.65% | −98,548−4.4% | 減碼 |
| FMR LLC | 2,364,077 | $2.72 億 | 0.02% | −154,067−6.1% | 減碼 |
| Citadel Advisors LLC | 2,376,311 | $2.73 億 | 0.30% | −623,581−20.8% | 減碼 |
| London Co of Virginia | 2,699,404 | $3.10 億 | 1.76% | −116,051−4.1% | 減碼 |
| Bank of America Corp | 2,815,108 | $3.24 億 | 0.04% | +81,731+3.0% | 加碼 |
| Wellington Management Group LLP | 2,911,219 | $3.35 億 | 0.06% | +1,747,885+150.2% | 加碼 |
| Stockbridge Partners LLC | 3,001,469 | $3.45 億 | 7.04% | −161,771−5.1% | 減碼 |
| Geode Capital Management, LLC | 3,103,523 | $3.56 億 | 0.04% | +59,604+2.0% | 加碼 |
| Invesco Ltd. | 3,339,611 | $3.84 億 | 0.10% | +1,397,981+72.0% | 加碼 |
| APG Asset Management N.V. | 5,733,045 | $6.04 億 | 1.22% | −650,107−10.2% | 減碼 |
| State Street Corp | 5,827,657 | $6.70 億 | 0.04% | +154,165+2.7% | 加碼 |
| BlackRock Inc. | 11,135,707 | $12.8 億 | 0.04% | +494,634+4.6% | 加碼 |
| Vanguard Group Inc | 17,139,701 | $19.7 億 | 0.05% | −20,852−0.1% | 減碼 |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −212,064−100.0% | 清倉 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −179,784−100.0% | 清倉 |
| Harris Associates L P大師Oakmark（Harris Associates） | 0 | $0 | 0.00% | −175,045−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −93,968−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −81,815−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −62,231−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −48,500−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −44,406−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −36,531−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −30,973−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −18,376−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,237−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,126−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −12,530−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −12,182−100.0% | 清倉 |
| Mudita Advisors LLP | 0 | $0 | 0.00% | −11,793−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −11,765−100.0% | 清倉 |