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 |
|---|---|---|---|---|---|
| Arvin Capital Management LP | 154,924 | $1,675 萬 | 8.96% | +154,924 | 新進 |
| CIBC Private Wealth Group, LLC | 148,977 | $1,610 萬 | 0.03% | +1,346+0.9% | 加碼 |
| Federated Hermes, Inc. | 148,119 | $1,601 萬 | 0.04% | −93,280−38.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 140,800 | $1,522 萬 | 0.03% | −4,200−2.9% | 減碼 |
| Assenagon Asset Management S.A. | 136,371 | $1,474 萬 | 0.04% | −798,159−85.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 136,521 | $1,472 萬 | 0.03% | +23,671+21.0% | 加碼 |
| Meyer Handelman Co | 134,523 | $1,454 萬 | 0.57% | −1,666−1.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 137,896 | $1,447 萬 | 0.03% | 00.0% | 不變 |
| Leeward Investments, LLC - MA | 133,405 | $1,442 萬 | 0.68% | −3,595−2.6% | 減碼 |
| Cercano Management LLC | 131,292 | $1,419 萬 | 0.47% | −64,367−32.9% | 減碼 |
| Nomura Asset Management Co Ltd | 130,886 | $1,415 萬 | 0.06% | −609−0.5% | 減碼 |
| Janus Henderson Group PLC | 129,997 | $1,405 萬 | 0.01% | +89,712+222.7% | 加碼 |
| Davidson Kempner Capital Management LP | 127,817 | $1,382 萬 | 0.24% | +127,817 | 新進 |
| HighTower Advisors, LLC | 127,129 | $1,376 萬 | 0.02% | −18,056−12.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 125,023 | $1,351 萬 | 0.04% | +39,007+45.3% | 加碼 |
| Victory Capital Management Inc | 123,288 | $1,333 萬 | 0.01% | +1,042+0.9% | 加碼 |
| Becker Capital Management Inc | 120,220 | $1,299 萬 | 0.47% | −5,471−4.4% | 減碼 |
| Storebrand Asset Management AS | 115,802 | $1,252 萬 | 0.05% | −79,033−40.6% | 減碼 |
| Guggenheim Capital LLC | 114,131 | $1,234 萬 | 0.09% | +13,128+13.0% | 加碼 |
| LPL Financial LLC | 111,359 | $1,204 萬 | 0.01% | −5,895−5.0% | 減碼 |
| Peregrine Capital Management LLC | 110,862 | $1,198 萬 | 0.36% | −19,288−14.8% | 減碼 |
| BlueDrive Global Investors LLP | 108,365 | $1,171 萬 | 20.53% | −147,204−57.6% | 減碼 |
| Prudential Financial Inc | 109,715 | $1,165 萬 | 0.02% | −19,681−15.2% | 減碼 |
| Cambiar Investors LLC | 106,017 | $1,146 萬 | 0.45% | +1,920+1.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 105,580 | $1,141 萬 | 0.24% | +96,828+1,106.4% | 加碼 |
| BW Gestao de Investimentos Ltda. | 105,000 | $1,135 萬 | 1.29% | +105,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 104,793 | $1,133 萬 | 0.09% | −641,631−86.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 104,488 | $1,129 萬 | 0.82% | +8,267+8.6% | 加碼 |
| Partners Capital Investment Group, LLP | 103,824 | $1,122 萬 | 0.25% | +29,706+40.1% | 加碼 |
| Cookson Peirce & Co Inc | 102,654 | $1,110 萬 | 0.67% | −255,087−71.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 101,474 | $1,097 萬 | 0.01% | −2,112−2.0% | 減碼 |
| Segall Bryant & Hamill, LLC | 100,610 | $1,087 萬 | 0.21% | +9,881+10.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 100,186 | $1,083 萬 | 0.03% | −23,107−18.7% | 減碼 |
| STRS Ohio | 100,000 | $1,081 萬 | 0.04% | 00.0% | 不變 |
| Rheos Capital Works Inc. | 100,000 | $1,081 萬 | 0.60% | 00.0% | 不變 |
| Channing Capital Management, LLC | 96,054 | $1,038 萬 | 0.31% | +12,646+15.2% | 加碼 |
| Boston Partners | 94,591 | $1,023 萬 | 0.01% | +10,477+12.5% | 加碼 |
| New York State Common Retirement Fund | 92,666 | $1,002 萬 | 0.01% | −16,045−14.8% | 減碼 |
| Voya Investment Management LLC | 90,491 | $978.1 萬 | 0.01% | −3,803−4.0% | 減碼 |
| Toronto Dominion Bank | 89,640 | $968.9 萬 | 0.01% | −30,931−25.7% | 減碼 |
| State of Tennessee, Treasury Department | 88,219 | $953.6 萬 | 0.04% | +44,475+101.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 82,883 | $895.9 萬 | 0.03% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 82,675 | $893.6 萬 | 0.07% | −960−1.1% | 減碼 |
| Barings LLC | 81,369 | $879.5 萬 | 0.28% | +53,043+187.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 81,283 | $878.6 萬 | 0.03% | −997−1.2% | 減碼 |
| Braun Stacey Associates Inc | 77,946 | $842.5 萬 | 0.38% | −102,458−56.8% | 減碼 |
| Pictet Asset Management Holding SA | 77,315 | $835.7 萬 | 0.01% | +1,473+1.9% | 加碼 |
| Natixis Advisors, L.P. | 76,660 | $828.6 萬 | 0.02% | +17,571+29.7% | 加碼 |
| Navellier & Associates Inc | 76,387 | $825.7 萬 | 1.24% | +4,627+6.4% | 加碼 |
| Gateway Investment Advisers LLC | 75,889 | $820.3 萬 | 0.10% | −72−0.1% | 減碼 |
| Picton Mahoney Asset Management | 74,065 | $800.6 萬 | 0.37% | −11,724−13.7% | 減碼 |
| Man Group plc | 73,576 | $795.3 萬 | 0.02% | – | – |
| Degroof Petercam Asset Management | 73,100 | $790.1 萬 | 0.10% | +73,100 | 新進 |
| Trexquant Investment LP | 72,371 | $782.3 萬 | 0.18% | −149,662−67.4% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 72,271 | $781.2 萬 | 0.20% | −126,264−63.6% | 減碼 |
| Advisor Group Holdings, Inc. | 70,112 | $758.0 萬 | 0.01% | −19,643−21.9% | 減碼 |
| Asset Management One Co.,Ltd. | 69,826 | $755.0 萬 | 0.03% | −3,004−4.1% | 減碼 |
| Treasurer of the State of North Carolina | 66,308 | $716.7 萬 | 0.03% | +620+0.9% | 加碼 |
| Intech Investment Management LLC | 65,914 | $712.5 萬 | 0.10% | +35,167+114.4% | 加碼 |
| Verition Fund Management LLC | 65,385 | $706.7 萬 | 0.07% | −10,176−13.5% | 減碼 |
| Great West Life Assurance Co | 65,404 | $705.2 萬 | 0.02% | +6,251+10.6% | 加碼 |
| Brinker Capital Investments, LLC | 64,448 | $692.0 萬 | 0.08% | −1,722−2.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 64,448 | $692.0 萬 | 0.08% | −1,722−2.6% | 減碼 |
| Russell Investments Group, Ltd. | 62,117 | $671.5 萬 | 0.01% | −63,834−50.7% | 減碼 |
| Standard Life Aberdeen plc | 60,959 | $658.9 萬 | 0.01% | +25,129+70.1% | 加碼 |
| Public Employees Retirement System of Ohio | 60,886 | $658.1 萬 | 0.03% | −21,491−26.1% | 減碼 |
| TD Asset Management Inc | 58,135 | $628.4 萬 | 0.01% | −16,863−22.5% | 減碼 |
| Davy Global Fund Management Ltd | 57,862 | $625.4 萬 | 0.74% | −6,740−10.4% | 減碼 |
| Raymond James & Associates | 54,409 | $588.1 萬 | 0.00% | −36,323−40.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 54,318 | $587.1 萬 | 0.01% | −50,209−48.0% | 減碼 |
| PGGM Investments | 53,549 | $578.8 萬 | 0.09% | −10,286−16.1% | 減碼 |
| US Bancorp | 53,145 | $574.4 萬 | 0.01% | +14,589+37.8% | 加碼 |
| Wealthfront Advisers LLC | 51,924 | $561.2 萬 | 0.02% | +9,742+23.1% | 加碼 |
| First National Bank of Omaha | 51,298 | $554.5 萬 | 0.35% | −8,151−13.7% | 減碼 |
| National Bank of Canada | 51,676 | $550.5 萬 | 0.01% | −8,566−14.2% | 減碼 |
| Shelton Capital Management | 50,755 | $548.6 萬 | 0.17% | +27,500+118.3% | 加碼 |
| Swedbank AB | 49,979 | $540.2 萬 | 0.01% | −3,768−7.0% | 減碼 |
| Rockefeller Capital Management L.P. | 49,485 | $534.9 萬 | 0.02% | +4,763+10.7% | 加碼 |
| Royal London Asset Management Ltd | 49,458 | $534.6 萬 | 0.02% | −734−1.5% | 減碼 |
| Marietta Investment Partners LLC | 49,056 | $530.2 萬 | 1.32% | −7,427−13.1% | 減碼 |
| Susquehanna International Group, LLP | 48,496 | $524.2 萬 | 0.01% | −25,902−34.8% | 減碼 |
| Nisa Investment Advisors, LLC | 47,540 | $513.9 萬 | 0.04% | +524+1.1% | 加碼 |
| Forsta Ap-Fonden | 46,400 | $501.5 萬 | 0.05% | +46,400 | 新進 |
| Logan Capital Management Inc | 45,009 | $486.5 萬 | 0.23% | −3,232−6.7% | 減碼 |
| Mariner, LLC | 44,306 | $478.9 萬 | 0.01% | +4,443+11.1% | 加碼 |
| Intact Investment Management Inc. | 42,700 | $461.5 萬 | 0.19% | +20,500+92.3% | 加碼 |
| Assetmark, Inc | 42,427 | $458.6 萬 | 0.02% | −84,383−66.5% | 減碼 |
| Hussman Strategic Advisors, Inc. | 42,000 | $454.0 萬 | 1.03% | +10,500+33.3% | 加碼 |
| Korea Investment CORP | 41,947 | $453.4 萬 | 0.01% | −1,063−2.5% | 減碼 |
| State of Michigan Retirement System | 41,432 | $447.8 萬 | 0.03% | +1,500+3.8% | 加碼 |
| ClariVest Asset Management LLC | 41,404 | $447.5 萬 | 0.25% | +41,404 | 新進 |
| KBC Group NV | 41,212 | $445.5 萬 | 0.02% | −150,504−78.5% | 減碼 |
| Walleye Trading LLC | 40,874 | $441.8 萬 | 0.07% | +35,167+616.2% | 加碼 |
| MetLife Investment Management | 40,835 | $441.4 萬 | 0.03% | −928−2.2% | 減碼 |
| Tudor Investment Corp Et Al | 40,426 | $437.0 萬 | 0.06% | +40,426 | 新進 |
| American International Group, Inc. | 40,345 | $436.1 萬 | 0.02% | −506−1.2% | 減碼 |
| Riposte Capital LLC | 40,000 | $432.4 萬 | 2.12% | −60,000−60.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,933 | $431.6 萬 | 0.02% | +14,417+56.5% | 加碼 |
| Arizona State Retirement System | 39,831 | $430.5 萬 | 0.03% | +79+0.2% | 加碼 |
| Commerce Bank | 39,493 | $426.9 萬 | 0.03% | −2,150−5.2% | 減碼 |