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 4 季 13F 持有人
Lamb Weston Holdings, Inc. 在 2023/12/31 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
- 771
- 較 2023 年第 3 季 +26 家
- 持有股數
- 1.29 億
- 較 2023 年第 3 季 +185.1 萬 (+1.5%)
- 總市值
- $138.6 億
- 較 2023 年第 3 季 +$20.6 億 (+17.5%)
- 新進機構
- 118
- 另有 232 家加碼
- 清倉機構
- 92
- 另有 278 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 238,163 | $2,574 萬 | 0.07% | +74,241+45.3% | 加碼 |
| Ofi Invest Asset Management | 269,117 | $2,633 萬 | 0.89% | +269,117 | 新進 |
| Balyasny Asset Management LLC | 248,153 | $2,682 萬 | 0.07% | +248,153 | 新進 |
| Isomer Partners LP | 270,000 | $2,918 萬 | 17.49% | +50,000+22.7% | 加碼 |
| Nomura Holdings Inc | 274,251 | $2,964 萬 | 0.27% | +221,530+420.2% | 加碼 |
| National Pension Service | 285,257 | $3,083 萬 | 0.04% | 00.0% | 不變 |
| Umb Bank N A | 288,569 | $3,119 萬 | 0.46% | +208+0.1% | 加碼 |
| Clarkston Capital Partners, LLC | 291,689 | $3,153 萬 | 0.58% | −4,170−1.4% | 減碼 |
| Rhumbline Advisers | 327,590 | $3,541 萬 | 0.04% | −2,307−0.7% | 減碼 |
| Alyeska Investment Group, L.P. | 327,946 | $3,545 萬 | 0.24% | −191,172−36.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 343,335 | $3,711 萬 | 0.03% | −32,914−8.7% | 減碼 |
| Goldman Sachs Group Inc | 345,487 | $3,734 萬 | 0.01% | −90,697−20.8% | 減碼 |
| Envestnet Asset Management Inc | 398,285 | $4,305 萬 | 0.02% | +105,763+36.2% | 加碼 |
| Deutsche Bank AG | 399,544 | $4,319 萬 | 0.02% | +67,236+20.2% | 加碼 |
| Bridgewater Associates, LP | 399,698 | $4,320 萬 | 0.24% | −93,899−19.0% | 減碼 |
| Swiss National Bank | 454,000 | $4,907 萬 | 0.04% | −14,700−3.1% | 減碼 |
| Scopus Asset Management, L.P. | 455,000 | $4,918 萬 | 2.08% | +135,000+42.2% | 加碼 |
| Ensign Peak Advisors, Inc | 462,619 | $5,000 萬 | 0.10% | +16,973+3.8% | 加碼 |
| Candlestick Capital Management LP | 475,000 | $5,134 萬 | 1.65% | −175,000−26.9% | 減碼 |
| Jupiter Asset Management Ltd | 497,984 | $5,383 萬 | 0.53% | +235,663+89.8% | 加碼 |
| Jennison Associates LLC | 498,903 | $5,393 萬 | 0.04% | +246,622+97.8% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 539,209 | $5,828 萬 | 1.87% | −1,286,881−70.5% | 減碼 |
| Artemis Investment Management LLP | 566,553 | $6,124 萬 | 0.90% | +416,339+277.2% | 加碼 |
| Royal Bank of Canada | 568,394 | $6,144 萬 | 0.02% | +357,947+170.1% | 加碼 |
| Douglas Lane & Associates, LLC | 570,227 | $6,164 萬 | 0.95% | +228,726+67.0% | 加碼 |
| UBS Asset Management Americas Inc | 578,159 | $6,249 萬 | 0.02% | +1,404+0.2% | 加碼 |
| Neuberger Berman Group LLC | 602,277 | $6,510 萬 | 0.06% | +31,140+5.5% | 加碼 |
| Wells Fargo & Company | 627,356 | $6,781 萬 | 0.02% | +7,823+1.3% | 加碼 |
| California Public Employees Retirement System | 657,296 | $7,105 萬 | 0.05% | +17,498+2.7% | 加碼 |
| Baird Financial Group, Inc. | 683,558 | $7,389 萬 | 0.17% | −1,722−0.3% | 減碼 |
| Barclays PLC | 702,455 | $7,593 萬 | 0.04% | −221,421−24.0% | 減碼 |
| Legal & General Group Plc | 702,914 | $7,598 萬 | 0.02% | −39,931−5.4% | 減碼 |
| Montrusco Bolton Investments Inc. | 713,414 | $7,711 萬 | 0.96% | +364,851+104.7% | 加碼 |
| Avala Global LP | 739,169 | $7,990 萬 | 6.17% | −463,447−38.5% | 減碼 |
| Norges Bank | 865,512 | $9,355 萬 | 0.02% | +80,524+10.3% | 加碼 |
| Macquarie Group Ltd | 919,384 | $9,938 萬 | 0.11% | +185,808+25.3% | 加碼 |
| Ameriprise Financial Inc | 953,201 | $1.03 億 | 0.03% | +586,193+159.7% | 加碼 |
| Amundi | 962,392 | $1.03 億 | 0.05% | +46,068+5.0% | 加碼 |
| Thrivent Financial for Lutherans | 969,802 | $1.05 億 | 0.23% | +134,858+16.2% | 加碼 |
| Agf Management Ltd | 979,129 | $1.06 億 | 0.62% | −12,341−1.2% | 減碼 |
| Dimensional Fund Advisors LP | 998,572 | $1.08 億 | 0.03% | +27,253+2.8% | 加碼 |
| Anomaly Capital Management, LP | 1,003,466 | $1.08 億 | 4.67% | −903,312−47.4% | 減碼 |
| Alliancebernstein L.P. | 1,068,222 | $1.15 億 | 0.04% | +684,067+178.1% | 加碼 |
| Champlain Investment Partners, LLC | 1,104,300 | $1.19 億 | 0.71% | +116,155+11.8% | 加碼 |
| Parsifal Capital Management, LP | 1,116,722 | $1.21 億 | 8.29% | −83,881−7.0% | 減碼 |
| Nuveen Asset Management, LLC | 1,160,799 | $1.25 億 | 0.04% | +50,987+4.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,167,446 | $1.26 億 | 0.03% | +21,981+1.9% | 加碼 |
| Bank of New York Mellon Corp | 1,178,785 | $1.27 億 | 0.03% | −10,156−0.9% | 減碼 |
| PointState Capital LP | 1,207,448 | $1.31 億 | 4.68% | −82,682−6.4% | 減碼 |
| Marshall Wace, LLP | 1,277,922 | $1.38 億 | 0.26% | −173,504−12.0% | 減碼 |
| Point72 Asset Management, L.P. | 1,338,031 | $1.45 億 | 0.44% | −140,845−9.5% | 減碼 |
| Northern Trust Corp | 1,413,774 | $1.53 億 | 0.03% | −60,099−4.1% | 減碼 |
| Holocene Advisors, LP | 1,452,464 | $1.57 億 | 0.62% | +103,842+7.7% | 加碼 |
| Millennium Management LLC | 1,501,030 | $1.62 億 | 0.15% | +222,955+17.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,570,740 | $1.70 億 | 0.42% | +104,565+7.1% | 加碼 |
| JPMorgan Chase & Co | 1,670,669 | $1.81 億 | 0.02% | +911,539+120.1% | 加碼 |
| Bank of America Corp | 1,842,118 | $1.99 億 | 0.02% | −285,620−13.4% | 減碼 |
| Franklin Resources Inc | 1,842,751 | $1.99 億 | 0.09% | +241,848+15.1% | 加碼 |
| TPG GP A, LLC | 1,899,591 | $2.05 億 | 3.31% | +514,392+37.1% | 加碼 |
| Morgan Stanley | 1,983,933 | $2.14 億 | 0.02% | −38,099−1.9% | 減碼 |
| Invesco Ltd. | 2,476,541 | $2.68 億 | 0.06% | −941,007−27.5% | 減碼 |
| London Co of Virginia | 2,620,635 | $2.83 億 | 1.59% | +14,117+0.5% | 加碼 |
| Citadel Advisors LLC | 3,064,538 | $3.31 億 | 0.33% | −723,298−19.1% | 減碼 |
| Stockbridge Partners LLC | 3,164,302 | $3.42 億 | 7.31% | +537,480+20.5% | 加碼 |
| Geode Capital Management, LLC | 3,221,636 | $3.47 億 | 0.04% | +53,469+1.7% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 3,545,376 | $3.83 億 | 1.40% | +3,545,376 | 新進 |
| FMR LLC | 4,435,478 | $4.79 億 | 0.04% | +3,345,389+306.9% | 加碼 |
| APG Asset Management N.V. | 5,785,215 | $5.66 億 | 1.10% | +507,009+9.6% | 加碼 |
| State Street Corp | 5,731,689 | $6.20 億 | 0.03% | +16,590+0.3% | 加碼 |
| BlackRock Inc. | 11,044,742 | $11.9 億 | 0.03% | +17,644+0.2% | 加碼 |
| Vanguard Group Inc | 16,634,537 | $18.0 億 | 0.04% | −156,499−0.9% | 減碼 |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −845,000−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −511,149−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −500,605−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −171,300−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −157,567−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −126,800−100.0% | 清倉 |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −123,366−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −117,570−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −112,112−100.0% | 清倉 |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −108,214−100.0% | 清倉 |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −97,800−100.0% | 清倉 |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −95,012−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −93,922−100.0% | 清倉 |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −69,400−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −65,400−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −62,274−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −60,415−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −60,183−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −49,579−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −49,408−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −48,666−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −45,080−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −31,225−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −29,420−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −29,257−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −27,424−100.0% | 清倉 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −22,925−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −22,418−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −22,100−100.0% | 清倉 |