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。
2024 年第 2 季 13F 持有人
Lamb Weston Holdings, Inc. 在 2024/6/30 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
- 755
- 較 2024 年第 1 季 −19 家
- 持有股數
- 1.40 億
- 較 2024 年第 1 季 +1,041 萬 (+8.0%)
- 總市值
- $117.3 億
- 較 2024 年第 1 季 −$19.8 億 (−14.5%)
- 新進機構
- 123
- 另有 275 家加碼
- 清倉機構
- 142
- 另有 231 家減碼
另有 15 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,045,330 | $14.3 億 | 0.03% | +350,192+2.1% | 加碼 |
| FMR LLC | 15,923,250 | $13.4 億 | 0.09% | +7,014,772+78.7% | 加碼 |
| BlackRock Inc. | 10,115,392 | $8.51 億 | 0.02% | −789,595−7.2% | 減碼 |
| State Street Corp | 5,671,853 | $4.77 億 | 0.02% | −2,980−0.1% | 減碼 |
| APG Asset Management N.V. | 4,561,071 | $3.58 億 | 0.64% | −1,389,558−23.4% | 減碼 |
| Stockbridge Partners LLC | 3,985,409 | $3.35 億 | 6.93% | +217,461+5.8% | 加碼 |
| Geode Capital Management, LLC | 3,363,959 | $2.82 億 | 0.02% | +50,082+1.5% | 加碼 |
| JPMorgan Chase & Co | 3,326,370 | $2.80 億 | 0.02% | +1,216,607+57.7% | 加碼 |
| Morgan Stanley | 2,931,934 | $2.47 億 | 0.02% | +1,034,710+54.5% | 加碼 |
| TPG GP A, LLC | 2,924,230 | $2.46 億 | 3.83% | +1,247,206+74.4% | 加碼 |
| London Co of Virginia | 2,642,310 | $2.22 億 | 1.25% | −12,357−0.5% | 減碼 |
| Invesco Ltd. | 2,434,231 | $2.05 億 | 0.04% | +299,999+14.1% | 加碼 |
| Bank of America Corp | 2,426,074 | $2.04 億 | 0.02% | −247,614−9.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,045,582 | $1.72 億 | 0.42% | +114,049+5.9% | 加碼 |
| Citadel Advisors LLC | 1,978,117 | $1.66 億 | 0.16% | +306,548+18.3% | 加碼 |
| Marshall Wace, LLP | 1,888,556 | $1.59 億 | 0.22% | +830,511+78.5% | 加碼 |
| Gates Capital Management, Inc. | 1,642,681 | $1.38 億 | 4.16% | +1,642,681 | 新進 |
| Franklin Resources Inc | 1,580,528 | $1.33 億 | 0.04% | −267,061−14.5% | 減碼 |
| Clarkston Capital Partners, LLC | 1,489,359 | $1.25 億 | 2.39% | +1,200,525+415.6% | 加碼 |
| Champlain Investment Partners, LLC | 1,482,835 | $1.25 億 | 0.76% | +249,415+20.2% | 加碼 |
| Alyeska Investment Group, L.P. | 1,379,770 | $1.16 億 | 0.67% | +1,242,403+904.4% | 加碼 |
| Northern Trust Corp | 1,315,411 | $1.11 億 | 0.02% | −35,961−2.7% | 減碼 |
| Barclays PLC | 1,210,672 | $1.02 億 | 0.05% | +436,573+56.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,203,894 | $1.01 億 | 0.02% | +22,057+1.9% | 加碼 |
| Alliancebernstein L.P. | 1,174,332 | $9,874 萬 | 0.03% | +48,848+4.3% | 加碼 |
| Dimensional Fund Advisors LP | 1,121,626 | $9,430 萬 | 0.02% | +38,970+3.6% | 加碼 |
| Bank of New York Mellon Corp | 1,111,037 | $9,342 萬 | 0.02% | −23,518−2.1% | 減碼 |
| Norges Bank | 1,089,849 | $9,163 萬 | 0.01% | −59,729−5.2% | 減碼 |
| Macquarie Group Ltd | 1,084,062 | $9,115 萬 | 0.10% | +315,770+41.1% | 加碼 |
| Montrusco Bolton Investments Inc. | 1,027,618 | $8,640 萬 | 0.91% | +268,315+35.3% | 加碼 |
| Thrivent Financial for Lutherans | 919,999 | $7,735 萬 | 0.16% | −18,623−2.0% | 減碼 |
| Baird Financial Group, Inc. | 871,712 | $7,329 萬 | 0.15% | +31,450+3.7% | 加碼 |
| Douglas Lane & Associates, LLC | 840,166 | $7,064 萬 | 1.00% | +204,384+32.1% | 加碼 |
| Ion Asset Management Ltd. | 832,000 | $6,995 萬 | 4.66% | +832,000 | 新進 |
| Scopus Asset Management, L.P. | 822,500 | $6,916 萬 | 2.17% | +392,500+91.3% | 加碼 |
| UBS Asset Management Americas Inc | 787,267 | $6,619 萬 | 0.02% | +219,926+38.8% | 加碼 |
| Goldman Sachs Group Inc | 771,234 | $6,485 萬 | 0.01% | +289,540+60.1% | 加碼 |
| M.D. Sass Investors Services, Inc. | 732,673 | $6,160 萬 | 5.01% | +327,706+80.9% | 加碼 |
| Platinum Investment Management Ltd | 729,393 | $6,133 萬 | 2.48% | +729,393 | 新進 |
| Parsifal Capital Management, LP | 726,240 | $6,106 萬 | 4.45% | 00.0% | 不變 |
| Sachem Head Capital Management LP | 698,500 | $5,873 萬 | 2.92% | +698,500 | 新進 |
| Wells Fargo & Company | 658,271 | $5,535 萬 | 0.01% | +12,775+2.0% | 加碼 |
| Legal & General Group Plc | 657,568 | $5,529 萬 | 0.02% | −35,289−5.1% | 減碼 |
| Nuveen Asset Management, LLC | 655,342 | $5,510 萬 | 0.02% | −299,165−31.3% | 減碼 |
| Spears Abacus Advisors LLC | 652,695 | $5,488 萬 | 1.14% | +652,695 | 新進 |
| Envestnet Asset Management Inc | 650,509 | $5,469 萬 | 0.02% | +197,621+43.6% | 加碼 |
| Ameriprise Financial Inc | 644,004 | $5,415 萬 | 0.01% | −173,415−21.2% | 減碼 |
| California Public Employees Retirement System | 527,842 | $4,438 萬 | 0.03% | −61,034−10.4% | 減碼 |
| Ninety One UK Ltd | 505,686 | $4,252 萬 | 0.12% | +505,686 | 新進 |
| Ensign Peak Advisors, Inc | 475,694 | $4,000 萬 | 0.07% | +127,281+36.5% | 加碼 |
| Amundi | 482,470 | $3,989 萬 | 0.02% | −221,433−31.5% | 減碼 |
| Swiss National Bank | 427,400 | $3,594 萬 | 0.02% | −5,000−1.2% | 減碼 |
| Neuberger Berman Group LLC | 423,068 | $3,557 萬 | 0.03% | −194,616−31.5% | 減碼 |
| Deutsche Bank AG | 412,312 | $3,467 萬 | 0.02% | −1,429−0.3% | 減碼 |
| Deprince Race & Zollo Inc | 373,390 | $3,139 萬 | 0.70% | +361,305+2,989.7% | 加碼 |
| Nicholas Company, Inc. | 348,821 | $2,933 萬 | 0.49% | +133,035+61.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 336,657 | $2,831 萬 | 0.02% | −370−0.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 316,970 | $2,665 萬 | 0.66% | +42,762+15.6% | 加碼 |
| Rhumbline Advisers | 307,001 | $2,581 萬 | 0.02% | −14,164−4.4% | 減碼 |
| Isomer Partners LP | 300,000 | $2,522 萬 | 19.15% | +50,000+20.0% | 加碼 |
| Janus Henderson Group PLC | 294,572 | $2,477 萬 | 0.01% | +164,577+126.6% | 加碼 |
| Umb Bank N A | 288,900 | $2,429 萬 | 0.40% | +218+0.1% | 加碼 |
| Ceredex Value Advisors LLC | 287,400 | $2,416 萬 | 0.46% | +287,400 | 新進 |
| Stifel Financial Corp | 279,242 | $2,348 萬 | 0.03% | +37,212+15.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 264,082 | $2,220 萬 | 0.26% | +136,331+106.7% | 加碼 |
| Lighthouse Investment Partners, LLC | 259,713 | $2,184 萬 | 1.22% | +259,713 | 新進 |
| Bridgewater Associates, LP | 257,956 | $2,169 萬 | 0.11% | −89,085−25.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 257,953 | $2,169 萬 | 0.13% | −4,802−1.8% | 減碼 |
| UBS Group AG | 252,274 | $2,121 萬 | 0.01% | +52,004+26.0% | 加碼 |
| VeriStar Capital Management LP | 251,901 | $2,118 萬 | 12.70% | +82,000+48.3% | 加碼 |
| Crestline Management, LP | 251,414 | $2,114 萬 | 1.66% | +178,914+246.8% | 加碼 |
| Candlestick Capital Management LP | 250,000 | $2,102 萬 | 0.81% | −100,000−28.6% | 減碼 |
| Fidelity National Financial, Inc. | 250,000 | $2,102 萬 | 0.36% | +250,000 | 新進 |
| Lazard Asset Management LLC | 232,568 | $1,955 萬 | 0.02% | +232,231+68,911.3% | 加碼 |
| First Trust Advisors LP | 229,662 | $1,931 萬 | 0.02% | +42,567+22.8% | 加碼 |
| Harber Asset Management LLC | 227,036 | $1,909 萬 | 5.09% | +29,476+14.9% | 加碼 |
| HSBC Holdings PLC | 221,778 | $1,864 萬 | 0.01% | +850+0.4% | 加碼 |
| Jane Street Group, LLC | 221,532 | $1,863 萬 | 0.02% | −199,870−47.4% | 減碼 |
| California State Teachers Retirement System | 214,659 | $1,805 萬 | 0.02% | −4,901−2.2% | 減碼 |
| Arvin Capital Management LP | 212,313 | $1,785 萬 | 7.68% | +120,531+131.3% | 加碼 |
| Diamond Hill Capital Management Inc | 211,038 | $1,774 萬 | 0.08% | +211,038 | 新進 |
| BNP Paribas Arbitrage, SA | 209,445 | $1,761 萬 | 0.02% | −1020.0% | 減碼 |
| Villere St Denis J & Co LLC | 208,171 | $1,750 萬 | 1.48% | +208,171 | 新進 |
| Level Four Advisory Services, LLC | 202,634 | $1,704 萬 | 0.77% | +570.0% | 加碼 |
| Trillium Asset Management, LLC | 202,033 | $1,699 萬 | 0.43% | +4,756+2.4% | 加碼 |
| Price T Rowe Associates Inc | 200,532 | $1,686 萬 | 0.00% | +4,696+2.4% | 加碼 |
| STRS Ohio | 200,000 | $1,682 萬 | 0.07% | +70,000+53.8% | 加碼 |
| AXA S.A. | 197,834 | $1,663 萬 | 0.05% | −363,874−64.8% | 減碼 |
| Bank of Montreal | 184,849 | $1,576 萬 | 0.01% | +15,479+9.1% | 加碼 |
| Raymond James & Associates | 185,444 | $1,559 萬 | 0.01% | +130,428+237.1% | 加碼 |
| Aviva PLC | 180,341 | $1,516 萬 | 0.04% | +86,777+92.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 176,226 | $1,482 萬 | 0.02% | +317+0.2% | 加碼 |
| BlueDrive Global Investors LLP | 175,420 | $1,475 萬 | 16.83% | +67,055+61.9% | 加碼 |
| Scopia Capital Management LP | 172,412 | $1,450 萬 | 2.15% | +172,412 | 新進 |
| Creative Planning | 162,168 | $1,364 萬 | 0.01% | +3,570+2.3% | 加碼 |
| Principal Financial Group Inc | 162,026 | $1,362 萬 | 0.01% | −7,035−4.2% | 減碼 |
| Natixis Advisors, L.P. | 153,680 | $1,292 萬 | 0.03% | +23,831+18.4% | 加碼 |
| New York State Teachers Retirement System | 148,271 | $1,247 萬 | 0.03% | −18,628−11.2% | 減碼 |
| New York State Common Retirement Fund | 146,624 | $1,233 萬 | 0.02% | +63,384+76.1% | 加碼 |
| Susquehanna International Group, LLP | 144,830 | $1,218 萬 | 0.02% | +111,604+335.9% | 加碼 |