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 4 季 13F 持有人
Lamb Weston Holdings, Inc. 在 2024/12/31 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
- 703
- 較 2024 年第 3 季 +28 家
- 持有股數
- 1.43 億
- 較 2024 年第 3 季 +1,290 萬 (+9.9%)
- 總市值
- $95.3 億
- 較 2024 年第 3 季 +$11.2 億 (+13.3%)
- 新進機構
- 122
- 另有 212 家加碼
- 清倉機構
- 94
- 另有 257 家減碼
另有 12 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,646,887 | $11.1 億 | 0.02% | +58,066+0.4% | 加碼 |
| BlackRock, Inc. | 12,540,011 | $8.38 億 | 0.02% | +764,009+6.5% | 加碼 |
| JANA Partners Management, LP | 7,131,339 | $4.77 億 | 24.90% | +3,604,585+102.2% | 加碼 |
| FMR LLC | 6,927,037 | $4.63 億 | 0.03% | −2,815,549−28.9% | 減碼 |
| Capital Research Global Investors | 6,333,538 | $4.23 億 | 0.09% | +6,333,538 | 新進 |
| State Street Corp | 6,212,222 | $4.15 億 | 0.02% | −9,443−0.2% | 減碼 |
| Boston Partners | 3,477,165 | $2.32 億 | 0.28% | +735,901+26.8% | 加碼 |
| Geode Capital Management, LLC | 3,436,604 | $2.29 億 | 0.02% | +48,548+1.4% | 加碼 |
| Invesco Ltd. | 3,226,695 | $2.16 億 | 0.04% | +187,058+6.2% | 加碼 |
| Clarkston Capital Partners, LLC | 3,072,704 | $2.05 億 | 3.93% | −35,225−1.1% | 減碼 |
| UBS Group AG | 3,061,760 | $2.05 億 | 0.05% | +2,407,382+367.9% | 加碼 |
| Price T Rowe Associates Inc | 3,016,944 | $2.02 億 | 0.02% | +503,095+20.0% | 加碼 |
| London Co of Virginia | 2,685,618 | $1.79 億 | 0.98% | −19,158−0.7% | 減碼 |
| Morgan Stanley | 2,643,523 | $1.77 億 | 0.01% | +68,984+2.7% | 加碼 |
| Citadel Advisors LLC | 1,985,274 | $1.33 億 | 0.12% | +1,012,468+104.1% | 加碼 |
| Southpoint Capital Advisors LP | 1,902,243 | $1.27 億 | 2.98% | −97,757−4.9% | 減碼 |
| Champlain Investment Partners, LLC | 1,747,255 | $1.17 億 | 0.74% | −203,770−10.4% | 減碼 |
| Millennium Management LLC | 1,627,449 | $1.09 億 | 0.09% | +1,053,712+183.7% | 加碼 |
| Norges Bank | 1,447,496 | $9,674 萬 | 0.01% | −232,485−13.8% | 減碼 |
| Northern Trust Corp | 1,425,510 | $9,527 萬 | 0.01% | +120,279+9.2% | 加碼 |
| Ameriprise Financial Inc | 1,425,229 | $9,525 萬 | 0.02% | +265,697+22.9% | 加碼 |
| Gates Capital Management, Inc. | 1,345,531 | $8,992 萬 | 2.65% | −944,588−41.2% | 減碼 |
| Massachusetts Financial Services Co | 1,337,763 | $8,940 萬 | 0.03% | −4,262−0.3% | 減碼 |
| Macquarie Group Ltd | 1,320,249 | $8,786 萬 | 0.11% | +75,750+6.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,229,600 | $8,217 萬 | 0.02% | +16,092+1.3% | 加碼 |
| Interval Partners, LP | 1,199,918 | $8,019 萬 | 2.05% | +1,199,918 | 新進 |
| Clearbridge Investments, LLC | 1,180,629 | $7,890 萬 | 0.06% | −42,387−3.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,169,276 | $7,812 萬 | 0.02% | +59,546+5.4% | 加碼 |
| Barclays PLC | 1,062,649 | $7,102 萬 | 0.04% | +704,426+196.6% | 加碼 |
| Goldman Sachs Group Inc | 1,058,194 | $7,072 萬 | 0.01% | +431,456+68.8% | 加碼 |
| Bank of America Corp | 1,041,461 | $6,960 萬 | 0.01% | −358,318−25.6% | 減碼 |
| Douglas Lane & Associates, LLC | 1,021,180 | $6,825 萬 | 0.96% | −88,195−7.9% | 減碼 |
| Platinum Investment Management Ltd | 1,002,213 | $6,698 萬 | 3.93% | −65,016−6.1% | 減碼 |
| TPG GP A, LLC | 986,491 | $6,593 萬 | 1.06% | −122,809−11.1% | 減碼 |
| Continental Grain Co | 954,452 | $6,379 萬 | 21.82% | +954,452 | 新進 |
| Thrivent Financial for Lutherans | 935,914 | $6,261 萬 | 0.12% | +15,840+1.7% | 加碼 |
| Bank of New York Mellon Corp | 934,004 | $6,242 萬 | 0.01% | −204,636−18.0% | 減碼 |
| JPMorgan Chase & Co | 814,395 | $5,443 萬 | 0.00% | −424,854−34.3% | 減碼 |
| UBS Asset Management Americas Inc | 805,810 | $5,385 萬 | 0.01% | −40,842−4.8% | 減碼 |
| Deprince Race & Zollo Inc | 791,028 | $5,286 萬 | 1.05% | +60,219+8.2% | 加碼 |
| Candlestick Capital Management LP | 749,138 | $5,006 萬 | 1.80% | +509,787+213.0% | 加碼 |
| Ninety One UK Ltd | 712,316 | $4,760 萬 | 0.13% | +179,305+33.6% | 加碼 |
| Balyasny Asset Management LLC | 655,062 | $4,378 萬 | 0.10% | +655,062 | 新進 |
| Baird Financial Group, Inc. | 642,508 | $4,294 萬 | 0.08% | −118,162−15.5% | 減碼 |
| Freestone Grove Partners LP | 639,710 | $4,275 萬 | 0.52% | +639,710 | 新進 |
| Deutsche Bank AG | 622,883 | $4,163 萬 | 0.02% | +106,674+20.7% | 加碼 |
| Legal & General Group Plc | 607,947 | $4,063 萬 | 0.01% | −44,271−6.8% | 減碼 |
| Envestnet Asset Management Inc | 588,027 | $3,930 萬 | 0.01% | +290,901+97.9% | 加碼 |
| Ensign Peak Advisors, Inc | 584,623 | $3,907 萬 | 0.07% | −82,402−12.4% | 減碼 |
| Frontier Capital Management Co LLC | 547,651 | $3,660 萬 | 0.35% | +63,249+13.1% | 加碼 |
| Alliancebernstein L.P. | 545,865 | $3,648 萬 | 0.01% | −785,322−59.0% | 減碼 |
| Verition Fund Management LLC | 520,537 | $3,479 萬 | 0.18% | +204,940+64.9% | 加碼 |
| Brookfield Asset Management Inc. | 519,000 | $3,468 萬 | 0.21% | +354,000+214.5% | 加碼 |
| Swiss National Bank | 402,800 | $2,692 萬 | 0.02% | −24,600−5.8% | 減碼 |
| LMR Partners LLP | 385,000 | $2,573 萬 | 0.45% | +234,000+155.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 383,864 | $2,565 萬 | 0.16% | +330,664+621.5% | 加碼 |
| Janus Henderson Group PLC | 351,364 | $2,348 萬 | 0.01% | +28,508+8.8% | 加碼 |
| Liberty One Investment Management, LLC | 350,268 | $2,341 萬 | 2.54% | +306,343+697.4% | 加碼 |
| Thompson Siegel & Walmsley LLC | 345,726 | $2,311 萬 | 0.36% | −247,131−41.7% | 減碼 |
| Wells Fargo & Company | 330,351 | $2,208 萬 | 0.01% | −15,340−4.4% | 減碼 |
| Amundi | 354,311 | $2,157 萬 | 0.01% | −120,888−25.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 318,122 | $2,126 萬 | 0.01% | −25,984−7.6% | 減碼 |
| Nuveen Asset Management, LLC | 311,132 | $2,079 萬 | 0.01% | −77,255−19.9% | 減碼 |
| Atlas FRM LLC | 305,000 | $2,038 萬 | 1.92% | +305,000 | 新進 |
| Umb Bank N A | 296,812 | $1,984 萬 | 0.31% | +890.0% | 加碼 |
| Raymond James Financial Inc | 296,305 | $1,980 萬 | 0.01% | +296,305 | 新進 |
| Provident Investment Management, Inc. | 293,086 | $1,959 萬 | 1.87% | +281,966+2,535.7% | 加碼 |
| Rhumbline Advisers | 286,547 | $1,915 萬 | 0.02% | −12,609−4.2% | 減碼 |
| HSBC Holdings PLC | 281,632 | $1,880 萬 | 0.01% | −3,288−1.2% | 減碼 |
| Alyeska Investment Group, L.P. | 276,436 | $1,847 萬 | 0.07% | +276,436 | 新進 |
| Citigroup Inc | 265,565 | $1,775 萬 | 0.02% | +109,323+70.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 263,078 | $1,758 萬 | 0.01% | +36,138+15.9% | 加碼 |
| 1832 Asset Management L.P. | 252,900 | $1,690 萬 | 0.03% | −1,147,100−81.9% | 減碼 |
| California State Teachers Retirement System | 230,314 | $1,539 萬 | 0.02% | +20,634+9.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 232,859 | $1,526 萬 | 0.01% | +14,583+6.7% | 加碼 |
| Trillium Asset Management, LLC | 224,023 | $1,497 萬 | 0.39% | +26,965+13.7% | 加碼 |
| Goodman Financial Corp | 219,385 | $1,466 萬 | 3.13% | −2,025−0.9% | 減碼 |
| First Trust Advisors LP | 215,256 | $1,439 萬 | 0.01% | +25,350+13.3% | 加碼 |
| Villere St Denis J & Co LLC | 203,952 | $1,363 萬 | 1.23% | +240+0.1% | 加碼 |
| Level Four Advisory Services, LLC | 202,486 | $1,353 萬 | 0.55% | −246−0.1% | 減碼 |
| Natixis Advisors, L.P. | 201,249 | $1,345 萬 | 0.03% | +32,400+19.2% | 加碼 |
| STRS Ohio | 200,000 | $1,337 萬 | 0.05% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 196,862 | $1,316 萬 | 0.51% | +171,862+687.4% | 加碼 |
| New York State Common Retirement Fund | 192,231 | $1,285 萬 | 0.02% | +30,155+18.6% | 加碼 |
| Crawford Investment Counsel Inc | 189,156 | $1,264 萬 | 0.23% | +173,894+1,139.4% | 加碼 |
| Woodline Partners LP | 186,774 | $1,248 萬 | 0.08% | +186,774 | 新進 |
| California Public Employees Retirement System | 178,673 | $1,194 萬 | 0.01% | −16,100−8.3% | 減碼 |
| Twin Tree Management, LP | 175,833 | $1,175 萬 | 0.28% | +175,833 | 新進 |
| Silvercrest Asset Management Group LLC | 172,767 | $1,155 萬 | 0.08% | +172,767 | 新進 |
| LPL Financial LLC | 167,752 | $1,121 萬 | 0.00% | +34,827+26.2% | 加碼 |
| Nicola Wealth Management Ltd. | 167,300 | $1,118 萬 | 1.06% | +67,300+67.3% | 加碼 |
| Russell Investments Group, Ltd. | 167,182 | $1,116 萬 | 0.02% | +18,635+12.5% | 加碼 |
| Nicholas Company, Inc. | 166,847 | $1,115 萬 | 0.18% | −15,616−8.6% | 減碼 |
| Principal Financial Group Inc | 166,384 | $1,112 萬 | 0.01% | +431+0.3% | 加碼 |
| Diamond Hill Capital Management Inc | 163,295 | $1,091 萬 | 0.05% | −247,939−60.3% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 161,851 | $1,082 萬 | 0.78% | −5,784−3.5% | 減碼 |
| Leeward Investments, LLC - MA | 156,473 | $1,046 萬 | 0.52% | +45,904+41.5% | 加碼 |
| Bank of Montreal | 146,238 | $977.3 萬 | 0.00% | −161,806−52.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 144,011 | $962.4 萬 | 0.02% | +1,240+0.9% | 加碼 |
| Royal Bank of Canada | 142,999 | $955.8 萬 | 0.00% | +38,411+36.7% | 加碼 |