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。
2025 年第 2 季 13F 持有人
Lamb Weston Holdings, Inc. 在 2025/6/30 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
- 622
- 較 2025 年第 1 季 −3 家
- 持有股數
- 1.29 億
- 較 2025 年第 1 季 −455.5 萬 (−3.4%)
- 總市值
- $67.0 億
- 較 2025 年第 1 季 −$4.30 億 (−6.0%)
- 新進機構
- 90
- 另有 206 家加碼
- 清倉機構
- 93
- 另有 221 家減碼
另有 9 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,997,436 | $8.81 億 | 0.01% | −75,496−0.4% | 減碼 |
| BlackRock, Inc. | 14,143,131 | $7.33 億 | 0.01% | −373,082−2.6% | 減碼 |
| JANA Partners Management, LP | 7,232,219 | $3.75 億 | 18.83% | −753,207−9.4% | 減碼 |
| Price T Rowe Associates Inc | 6,804,146 | $3.53 億 | 0.04% | +2,303,643+51.2% | 加碼 |
| FMR LLC | 5,919,815 | $3.07 億 | 0.02% | −1,850,213−23.8% | 減碼 |
| State Street Corp | 5,801,585 | $3.01 億 | 0.01% | +63,865+1.1% | 加碼 |
| Geode Capital Management, LLC | 3,517,653 | $1.82 億 | 0.01% | +2,271+0.1% | 加碼 |
| Clarkston Capital Partners, LLC | 3,406,959 | $1.77 億 | 3.75% | −314,600−8.5% | 減碼 |
| Invesco Ltd. | 3,207,048 | $1.66 億 | 0.03% | −848,854−20.9% | 減碼 |
| Boston Partners | 2,672,956 | $1.39 億 | 0.15% | −696,469−20.7% | 減碼 |
| London Co of Virginia | 2,490,353 | $1.29 億 | 0.73% | −36,094−1.4% | 減碼 |
| Norges Bank | 2,303,044 | $1.19 億 | 0.01% | +1,222,147+113.1% | 加碼 |
| Continental Grain Co | 2,134,080 | $1.11 億 | 30.84% | 00.0% | 不變 |
| Morgan Stanley | 1,887,807 | $9,788 萬 | 0.01% | −215,275−10.2% | 減碼 |
| Ion Asset Management Ltd. | 1,627,358 | $8,438 萬 | 5.10% | +1,627,358 | 新進 |
| Dimensional Fund Advisors LP | 1,590,608 | $8,249 萬 | 0.02% | +235,031+17.3% | 加碼 |
| UBS Group AG | 1,518,856 | $7,875 萬 | 0.02% | −1,128,008−42.6% | 減碼 |
| Gates Capital Management, Inc. | 1,470,125 | $7,623 萬 | 2.30% | −546,017−27.1% | 減碼 |
| Capital Research Global Investors | 1,470,000 | $7,622 萬 | 0.02% | +124,749+9.3% | 加碼 |
| Massachusetts Financial Services Co | 1,401,560 | $7,267 萬 | 0.02% | +66,777+5.0% | 加碼 |
| Bank of America Corp | 1,310,281 | $6,794 萬 | 0.01% | +312,357+31.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,270,032 | $6,585 萬 | 0.01% | +26,472+2.1% | 加碼 |
| Northern Trust Corp | 1,241,399 | $6,437 萬 | 0.01% | +4,101+0.3% | 加碼 |
| Deprince Race & Zollo Inc | 1,132,109 | $5,870 萬 | 1.22% | +33,960+3.1% | 加碼 |
| Douglas Lane & Associates, LLC | 1,066,841 | $5,532 萬 | 0.80% | −740.0% | 減碼 |
| Brookfield Asset Management Inc. | 1,056,266 | $5,477 萬 | 0.07% | +40,000+3.9% | 加碼 |
| Macquarie Group Ltd | 1,048,590 | $5,437 萬 | 0.07% | −43,841−4.0% | 減碼 |
| Ameriprise Financial Inc | 1,007,374 | $5,224 萬 | 0.01% | −588,503−36.9% | 減碼 |
| Goldman Sachs Group Inc | 948,897 | $4,920 萬 | 0.01% | +126,577+15.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 939,752 | $4,873 萬 | 0.18% | +939,752 | 新進 |
| Bank of New York Mellon Corp | 912,668 | $4,732 萬 | 0.01% | +207,210+29.4% | 加碼 |
| Envestnet Asset Management Inc | 791,947 | $4,106 萬 | 0.01% | +68,732+9.5% | 加碼 |
| Janus Henderson Group PLC | 741,194 | $3,843 萬 | 0.02% | −21,912−2.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 704,239 | $3,651 萬 | 0.03% | +639,615+989.7% | 加碼 |
| Freestone Grove Partners LP | 627,461 | $3,253 萬 | 0.25% | +510,030+434.3% | 加碼 |
| UBS Asset Management Americas Inc | 613,867 | $3,183 萬 | 0.01% | +184,704+43.0% | 加碼 |
| Thompson Siegel & Walmsley LLC | 605,567 | $3,140 萬 | 0.53% | +182,913+43.3% | 加碼 |
| Swedbank AB | 600,000 | $3,111 萬 | 0.03% | +600,000 | 新進 |
| BNP Paribas Arbitrage, SA | 550,062 | $2,852 萬 | 0.02% | +70,393+14.7% | 加碼 |
| JPMorgan Chase & Co | 528,386 | $2,740 萬 | 0.00% | −640,766−54.8% | 減碼 |
| Squarepoint Ops LLC | 527,869 | $2,737 萬 | 0.06% | +325,723+161.1% | 加碼 |
| Liberty One Investment Management, LLC | 516,311 | $2,677 萬 | 2.71% | +104,958+25.5% | 加碼 |
| Frontier Capital Management Co LLC | 515,416 | $2,672 萬 | 0.25% | −3,893−0.7% | 減碼 |
| Natixis Advisors, L.P. | 492,893 | $2,556 萬 | 0.04% | +241,062+95.7% | 加碼 |
| Baird Financial Group, Inc. | 487,103 | $2,526 萬 | 0.04% | −37,447−7.1% | 減碼 |
| Wells Fargo & Company | 487,046 | $2,525 萬 | 0.01% | +99,230+25.6% | 加碼 |
| Marshall Wace, LLP | 468,901 | $2,431 萬 | 0.03% | −809,525−63.3% | 減碼 |
| Deutsche Bank AG | 457,086 | $2,370 萬 | 0.01% | −154,459−25.3% | 減碼 |
| Nuveen, LLC | 451,538 | $2,341 萬 | 0.01% | +130,507+40.7% | 加碼 |
| Neuberger Berman Group LLC | 441,634 | $2,290 萬 | 0.02% | +159,628+56.6% | 加碼 |
| Barclays PLC | 418,900 | $2,172 萬 | 0.01% | −381,448−47.7% | 減碼 |
| Alberta Investment Management Corp | 391,700 | $2,031 萬 | 0.16% | +291,700+291.7% | 加碼 |
| Raymond James Financial Inc | 390,157 | $2,023 萬 | 0.01% | +22,234+6.0% | 加碼 |
| Two Sigma Advisers, LP | 390,100 | $2,023 萬 | 0.04% | −211,200−35.1% | 減碼 |
| Two Sigma Investments, LP | 357,795 | $1,855 萬 | 0.03% | −416,108−53.8% | 減碼 |
| Royal London Asset Management Ltd | 340,394 | $1,765 萬 | 0.04% | +333,069+4,547.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 319,740 | $1,658 萬 | 0.03% | +59,000+22.6% | 加碼 |
| Jane Street Group, LLC | 306,206 | $1,588 萬 | 0.03% | +306,206 | 新進 |
| Rhumbline Advisers | 300,354 | $1,557 萬 | 0.01% | −11,102−3.6% | 減碼 |
| Man Group plc | 298,823 | $1,549 萬 | 0.03% | +298,823 | 新進 |
| Umb Bank N A | 295,601 | $1,533 萬 | 0.24% | +820.0% | 加碼 |
| Verition Fund Management LLC | 288,569 | $1,496 萬 | 0.09% | +169,629+142.6% | 加碼 |
| Ensign Peak Advisors, Inc | 287,152 | $1,489 萬 | 0.03% | +56,664+24.6% | 加碼 |
| Legal & General Group Plc | 273,597 | $1,419 萬 | 0.00% | +17,391+6.8% | 加碼 |
| Amundi | 256,794 | $1,355 萬 | 0.00% | +206,034+405.9% | 加碼 |
| Swiss National Bank | 256,100 | $1,328 萬 | 0.01% | −6,500−2.5% | 減碼 |
| LPL Financial LLC | 255,923 | $1,327 萬 | 0.00% | +61,991+32.0% | 加碼 |
| Russell Investments Group, Ltd. | 248,308 | $1,287 萬 | 0.02% | +610+0.2% | 加碼 |
| Woodline Partners LP | 239,058 | $1,240 萬 | 0.07% | +71,181+42.4% | 加碼 |
| Goodman Financial Corp | 236,055 | $1,224 萬 | 2.46% | +8,232+3.6% | 加碼 |
| California Public Employees Retirement System | 229,078 | $1,188 萬 | 0.01% | +8,781+4.0% | 加碼 |
| Royal Bank of Canada | 222,388 | $1,153 萬 | 0.00% | +37,350+20.2% | 加碼 |
| Trillium Asset Management, LLC | 214,835 | $1,114 萬 | 0.30% | −6,638−3.0% | 減碼 |
| Millennium Management LLC | 205,947 | $1,068 萬 | 0.01% | −18,745−8.3% | 減碼 |
| STRS Ohio | 203,256 | $1,054 萬 | 0.04% | +3,256+1.6% | 加碼 |
| Level Four Advisory Services, LLC | 202,546 | $1,050 萬 | 0.39% | +600.0% | 加碼 |
| New York State Common Retirement Fund | 201,416 | $1,044 萬 | 0.01% | +3,015+1.5% | 加碼 |
| Interval Partners, LP | 194,167 | $1,007 萬 | 0.23% | −887,839−82.1% | 減碼 |
| HSBC Holdings PLC | 193,534 | $1,005 萬 | 0.01% | −1,380−0.7% | 減碼 |
| Crawford Investment Counsel Inc | 182,946 | $948.6 萬 | 0.17% | −19,600−9.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 176,384 | $914.6 萬 | 0.07% | −136,425−43.6% | 減碼 |
| Alyeska Investment Group, L.P. | 175,921 | $912.2 萬 | 0.03% | +175,921 | 新進 |
| Principal Financial Group Inc | 168,500 | $873.7 萬 | 0.00% | +6,974+4.3% | 加碼 |
| Algert Global LLC | 168,369 | $873.0 萬 | 0.18% | +168,369 | 新進 |
| American Century Companies Inc | 158,967 | $824.2 萬 | 0.00% | +27,802+21.2% | 加碼 |
| Alliancebernstein L.P. | 151,304 | $784.5 萬 | 0.00% | −13,383−8.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 150,571 | $780.7 萬 | 0.01% | +25,635+20.5% | 加碼 |
| Leeward Investments, LLC - MA | 148,125 | $768.0 萬 | 0.41% | −3,072−2.0% | 減碼 |
| Rodgers Brothers Inc. | 145,667 | $755.3 萬 | 0.95% | +680+0.5% | 加碼 |
| BancorpSouth Bank | 140,502 | $728.5 萬 | 0.48% | +60,621+75.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 137,181 | $711.3 萬 | 0.01% | +970+0.7% | 加碼 |
| Anson Funds Management LP | 133,812 | $693.8 萬 | 1.28% | +44,053+49.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 132,979 | $689.5 萬 | 0.37% | −1,686−1.3% | 減碼 |
| Grandfield & Dodd, LLC | 127,901 | $663.2 萬 | 0.39% | +55,139+75.8% | 加碼 |
| New York State Teachers Retirement System | 126,316 | $654.9 萬 | 0.01% | −343−0.3% | 減碼 |
| California State Teachers Retirement System | 125,993 | $653.3 萬 | 0.01% | −385−0.3% | 減碼 |
| Stifel Financial Corp | 124,989 | $648.1 萬 | 0.01% | −4,914−3.8% | 減碼 |
| Brevan Howard Capital Management LP | 124,652 | $646.3 萬 | 0.07% | +124,652 | 新進 |
| Cambiar Investors LLC | 121,082 | $627.8 萬 | 0.26% | −1,268−1.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 113,557 | $610.5 萬 | 0.01% | −14,850−11.6% | 減碼 |