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 3 季 13F 持有人
Lamb Weston Holdings, Inc. 在 2024/9/30 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
- 687
- 較 2024 年第 2 季 −58 家
- 持有股數
- 1.30 億
- 較 2024 年第 2 季 +74.2 萬 (+0.6%)
- 總市值
- $84.5 億
- 較 2024 年第 2 季 −$24.2 億 (−22.3%)
- 新進機構
- 97
- 另有 232 家加碼
- 清倉機構
- 155
- 另有 245 家減碼
另有 10 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,588,821 | $10.7 億 | 0.02% | −456,509−2.7% | 減碼 |
| BlackRock, Inc. | 11,776,002 | $7.62 億 | 0.02% | +11,776,002 | 新進 |
| FMR LLC | 9,742,586 | $6.31 億 | 0.04% | −6,180,664−38.8% | 減碼 |
| State Street Corp | 6,221,665 | $4.03 億 | 0.02% | +549,812+9.7% | 加碼 |
| JANA Partners Management, LP | 3,526,754 | $2.28 億 | 12.85% | +3,526,754 | 新進 |
| Geode Capital Management, LLC | 3,388,056 | $2.19 億 | 0.02% | +24,097+0.7% | 加碼 |
| Clarkston Capital Partners, LLC | 3,107,929 | $2.01 億 | 3.70% | +1,618,570+108.7% | 加碼 |
| Invesco Ltd. | 3,039,637 | $1.97 億 | 0.04% | +605,406+24.9% | 加碼 |
| Boston Partners | 2,741,264 | $1.78 億 | 0.21% | +2,612,648+2,031.4% | 加碼 |
| London Co of Virginia | 2,704,776 | $1.75 億 | 0.92% | +62,466+2.4% | 加碼 |
| Morgan Stanley | 2,574,539 | $1.67 億 | 0.01% | −357,395−12.2% | 減碼 |
| Price T Rowe Associates Inc | 2,513,849 | $1.63 億 | 0.02% | +2,313,317+1,153.6% | 加碼 |
| Gates Capital Management, Inc. | 2,290,119 | $1.48 億 | 4.21% | +647,438+39.4% | 加碼 |
| Southpoint Capital Advisors LP | 2,000,000 | $1.29 億 | 3.07% | +2,000,000 | 新進 |
| Champlain Investment Partners, LLC | 1,951,025 | $1.26 億 | 0.76% | +468,190+31.6% | 加碼 |
| Norges Bank | 1,679,981 | $1.09 億 | 0.02% | +590,132+54.1% | 加碼 |
| 1832 Asset Management L.P. | 1,400,000 | $9,064 萬 | 0.15% | +1,351,308+2,775.2% | 加碼 |
| Bank of America Corp | 1,399,779 | $9,062 萬 | 0.01% | −1,026,295−42.3% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,345,424 | $8,710 萬 | 0.11% | +1,345,424 | 新進 |
| Massachusetts Financial Services Co | 1,342,025 | $8,688 萬 | 0.03% | +1,342,025 | 新進 |
| Alliancebernstein L.P. | 1,331,187 | $8,618 萬 | 0.03% | +156,855+13.4% | 加碼 |
| Northern Trust Corp | 1,305,231 | $8,450 萬 | 0.01% | −10,180−0.8% | 減碼 |
| Macquarie Group Ltd | 1,244,499 | $8,057 萬 | 0.09% | +160,437+14.8% | 加碼 |
| JPMorgan Chase & Co | 1,239,249 | $8,023 萬 | 0.01% | −2,087,121−62.7% | 減碼 |
| Clearbridge Investments, LLC | 1,223,016 | $7,918 萬 | 0.06% | +1,206,740+7,414.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,213,508 | $7,856 萬 | 0.01% | +9,614+0.8% | 加碼 |
| Ameriprise Financial Inc | 1,159,532 | $7,506 萬 | 0.02% | +515,528+80.1% | 加碼 |
| Bank of New York Mellon Corp | 1,138,640 | $7,372 萬 | 0.01% | +27,603+2.5% | 加碼 |
| Dimensional Fund Advisors LP | 1,109,730 | $7,187 萬 | 0.02% | −11,896−1.1% | 減碼 |
| Douglas Lane & Associates, LLC | 1,109,375 | $7,182 萬 | 0.99% | +269,209+32.0% | 加碼 |
| TPG GP A, LLC | 1,109,300 | $7,182 萬 | 1.22% | −1,814,930−62.1% | 減碼 |
| Platinum Investment Management Ltd | 1,067,229 | $6,909 萬 | 3.13% | +337,836+46.3% | 加碼 |
| Citadel Advisors LLC | 972,806 | $6,298 萬 | 0.07% | −1,005,311−50.8% | 減碼 |
| Thrivent Financial for Lutherans | 920,074 | $5,957 萬 | 0.11% | +750.0% | 加碼 |
| UBS Asset Management Americas Inc | 846,652 | $5,481 萬 | 0.01% | +59,385+7.5% | 加碼 |
| Baird Financial Group, Inc. | 760,670 | $4,925 萬 | 0.10% | −111,042−12.7% | 減碼 |
| Deprince Race & Zollo Inc | 730,809 | $4,731 萬 | 0.90% | +357,419+95.7% | 加碼 |
| Susquehanna International Group, LLP | 685,391 | $4,437 萬 | 0.08% | +540,561+373.2% | 加碼 |
| Ensign Peak Advisors, Inc | 667,025 | $4,318 萬 | 0.08% | +191,331+40.2% | 加碼 |
| UBS Group AG | 654,378 | $4,236 萬 | 0.01% | +402,104+159.4% | 加碼 |
| Legal & General Group Plc | 652,218 | $4,222 萬 | 0.01% | −5,350−0.8% | 減碼 |
| Goldman Sachs Group Inc | 626,738 | $4,058 萬 | 0.01% | −144,496−18.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 592,857 | $3,838 萬 | 0.58% | +592,857 | 新進 |
| Millennium Management LLC | 573,737 | $3,714 萬 | 0.03% | +525,009+1,077.4% | 加碼 |
| Route One Investment Company, L.P. | 571,050 | $3,697 萬 | 1.33% | +571,050 | 新進 |
| Ninety One UK Ltd | 533,011 | $3,451 萬 | 0.09% | +27,325+5.4% | 加碼 |
| Amundi | 475,199 | $3,379 萬 | 0.01% | −7,271−1.5% | 減碼 |
| Deutsche Bank AG | 516,209 | $3,342 萬 | 0.01% | +103,897+25.2% | 加碼 |
| Frontier Capital Management Co LLC | 484,402 | $3,136 萬 | 0.30% | +484,402 | 新進 |
| Swiss National Bank | 427,400 | $2,767 萬 | 0.02% | 00.0% | 不變 |
| Diamond Hill Capital Management Inc | 411,234 | $2,662 萬 | 0.11% | +200,196+94.9% | 加碼 |
| Nuveen Asset Management, LLC | 388,387 | $2,514 萬 | 0.01% | −266,955−40.7% | 減碼 |
| Group One Trading, L.P. | 378,786 | $2,452 萬 | 0.97% | +361,544+2,096.9% | 加碼 |
| Barclays PLC | 358,223 | $2,319 萬 | 0.01% | −852,449−70.4% | 減碼 |
| Fidelity National Financial, Inc. | 350,000 | $2,266 萬 | 0.42% | +100,000+40.0% | 加碼 |
| Wells Fargo & Company | 345,691 | $2,238 萬 | 0.01% | −312,580−47.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 344,106 | $2,228 萬 | 0.02% | +7,449+2.2% | 加碼 |
| Janus Henderson Group PLC | 322,856 | $2,090 萬 | 0.01% | +28,284+9.6% | 加碼 |
| Bank of Montreal | 308,044 | $2,058 萬 | 0.01% | +123,195+66.6% | 加碼 |
| Verition Fund Management LLC | 315,597 | $2,043 萬 | 0.14% | +301,866+2,198.4% | 加碼 |
| Simplex Trading, LLC | 311,122 | $2,014 萬 | 0.68% | +207,494+200.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 306,186 | $1,982 萬 | 0.15% | +306,186 | 新進 |
| Rhumbline Advisers | 299,156 | $1,937 萬 | 0.02% | −7,845−2.6% | 減碼 |
| Envestnet Asset Management Inc | 297,126 | $1,924 萬 | 0.01% | −353,383−54.3% | 減碼 |
| Umb Bank N A | 296,723 | $1,921 萬 | 0.30% | +7,823+2.7% | 加碼 |
| Bridgewater Associates, LP | 288,259 | $1,866 萬 | 0.11% | +30,303+11.7% | 加碼 |
| HSBC Holdings PLC | 284,920 | $1,846 萬 | 0.01% | +63,142+28.5% | 加碼 |
| Harber Asset Management LLC | 277,156 | $1,794 萬 | 5.36% | +50,120+22.1% | 加碼 |
| Stifel Financial Corp | 272,263 | $1,763 萬 | 0.02% | −6,979−2.5% | 減碼 |
| Dendur Capital LP | 270,000 | $1,748 萬 | 2.48% | +270,000 | 新進 |
| Raymond James & Associates | 269,059 | $1,742 萬 | 0.01% | +83,615+45.1% | 加碼 |
| Level Four Advisory Services, LLC | 202,732 | $1,575 萬 | 0.66% | +980.0% | 加碼 |
| Candlestick Capital Management LP | 239,351 | $1,550 萬 | 0.63% | −10,649−4.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 226,940 | $1,469 萬 | 0.01% | +17,495+8.4% | 加碼 |
| Goodman Financial Corp | 221,410 | $1,433 萬 | 3.20% | +221,410 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218,276 | $1,413 萬 | 0.02% | +42,050+23.9% | 加碼 |
| California State Teachers Retirement System | 209,680 | $1,357 萬 | 0.02% | −4,979−2.3% | 減碼 |
| Squarepoint Ops LLC | 209,068 | $1,354 萬 | 0.04% | +203,445+3,618.1% | 加碼 |
| Villere St Denis J & Co LLC | 203,712 | $1,319 萬 | 1.08% | −4,459−2.1% | 減碼 |
| STRS Ohio | 200,000 | $1,295 萬 | 0.05% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 197,058 | $1,276 萬 | 0.31% | −4,975−2.5% | 減碼 |
| California Public Employees Retirement System | 194,773 | $1,261 萬 | 0.01% | −333,069−63.1% | 減碼 |
| First Trust Advisors LP | 189,906 | $1,229 萬 | 0.01% | −39,756−17.3% | 減碼 |
| Aviva PLC | 184,695 | $1,196 萬 | 0.03% | +4,354+2.4% | 加碼 |
| Scopia Capital Management LP | 182,683 | $1,183 萬 | 2.44% | +10,271+6.0% | 加碼 |
| Nicholas Company, Inc. | 182,463 | $1,181 萬 | 0.19% | −166,358−47.7% | 減碼 |
| Walleye Trading LLC | 178,368 | $1,155 萬 | 0.28% | +138,680+349.4% | 加碼 |
| BlueDrive Global Investors LLP | 175,420 | $1,136 萬 | 13.30% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 168,849 | $1,093 萬 | 0.02% | +15,169+9.9% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 167,635 | $1,085 萬 | 0.76% | +35,658+27.0% | 加碼 |
| Principal Financial Group Inc | 165,953 | $1,074 萬 | 0.01% | +3,927+2.4% | 加碼 |
| Brookfield Asset Management Inc. | 165,000 | $1,068 萬 | 0.06% | +165,000 | 新進 |
| New York State Common Retirement Fund | 162,076 | $1,049 萬 | 0.01% | +15,452+10.5% | 加碼 |
| Citigroup Inc | 156,242 | $1,012 萬 | 0.01% | +44,057+39.3% | 加碼 |
| LMR Partners LLP | 151,000 | $977.6 萬 | 0.22% | +151,000 | 新進 |
| Russell Investments Group, Ltd. | 148,547 | $962.9 萬 | 0.01% | +80,446+118.1% | 加碼 |
| New York State Teachers Retirement System | 144,905 | $938.1 萬 | 0.02% | −3,366−2.3% | 減碼 |
| Cambiar Investors LLC | 143,049 | $926.1 萬 | 0.36% | +1,378+1.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 142,771 | $924.3 萬 | 0.02% | 00.0% | 不變 |
| Scopus Asset Management, L.P. | 139,779 | $904.9 萬 | 0.27% | −682,721−83.0% | 減碼 |