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 |
|---|---|---|---|---|---|
| Bernzott Capital Advisors | 116,169 | $602.3 萬 | 3.08% | +12,134+11.7% | 加碼 |
| South Dakota Investment Council | 112,010 | $580.8 萬 | 0.11% | 00.0% | 不變 |
| Nomura Holdings Inc | 107,617 | $558.0 萬 | 0.04% | +2,656+2.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 105,281 | $545.9 萬 | 0.00% | −8,115−7.2% | 減碼 |
| Easterly Investment Partners LLC | 105,156 | $545.2 萬 | 0.39% | −9,338−8.2% | 減碼 |
| Mutual of America Capital Management LLC | 104,742 | $543.1 萬 | 0.06% | −5,027−4.6% | 減碼 |
| Toronto Dominion Bank | 104,211 | $540.3 萬 | 0.01% | +52,302+100.8% | 加碼 |
| National Bank of Canada | 101,752 | $527.6 萬 | 0.01% | +20,324+25.0% | 加碼 |
| AQR Capital Management LLC | 100,219 | $519.6 萬 | 0.00% | +44,499+79.9% | 加碼 |
| First Nebraska Trust Co | 97,752 | $506.8 萬 | 0.49% | +9,639+10.9% | 加碼 |
| Cetera Investment Advisers | 93,008 | $482.2 萬 | 0.01% | +26,472+39.8% | 加碼 |
| Rheos Capital Works Inc. | 93,000 | $482.2 萬 | 0.28% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 92,829 | $481.3 萬 | 0.04% | −9,750−9.5% | 減碼 |
| Citigroup Inc | 92,634 | $480.3 萬 | 0.00% | −1,034,348−91.8% | 減碼 |
| Becker Capital Management Inc | 91,375 | $473.8 萬 | 0.15% | −12,351−11.9% | 減碼 |
| Guggenheim Capital LLC | 88,486 | $458.8 萬 | 0.04% | −27,673−23.8% | 減碼 |
| Bank of Montreal | 86,302 | $447.5 萬 | 0.00% | −8,920−9.4% | 減碼 |
| GWN Securities Inc. | 85,626 | $445.9 萬 | 0.83% | +20,988+32.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 85,151 | $441.5 萬 | 0.03% | +85,151 | 新進 |
| Prudential Financial Inc | 83,701 | $434.0 萬 | 0.01% | +5,911+7.6% | 加碼 |
| Nicholas Company, Inc. | 81,678 | $423.5 萬 | 0.07% | 00.0% | 不變 |
| 13D Management LLC | 80,582 | $417.8 萬 | 3.81% | −2,225−2.7% | 減碼 |
| HRT Financial LP | 79,390 | $411.6 萬 | 0.02% | +79,390 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 74,863 | $388.2 萬 | 0.01% | −271−0.4% | 減碼 |
| D.A. Davidson & Co. | 72,498 | $375.9 萬 | 0.03% | +3,583+5.2% | 加碼 |
| Kintayl Capital LP | 72,333 | $375.0 萬 | 2.35% | −63−0.1% | 減碼 |
| Empowered Funds, LLC | 70,232 | $364.2 萬 | 0.04% | +580+0.8% | 加碼 |
| State of Wisconsin Investment Board | 70,188 | $363.9 萬 | 0.01% | −34,866−33.2% | 減碼 |
| Huntington National Bank | 66,462 | $344.6 萬 | 0.02% | −174−0.3% | 減碼 |
| Citadel Advisors LLC | 66,226 | $343.4 萬 | 0.00% | −1,152,599−94.6% | 減碼 |
| Meyer Handelman Co | 64,365 | $333.7 萬 | 0.11% | −38,134−37.2% | 減碼 |
| Wellington Management Group LLP | 63,903 | $331.3 萬 | 0.00% | +63,903 | 新進 |
| Tudor Investment Corp Et Al | 63,845 | $331.0 萬 | 0.03% | −112,220−63.7% | 減碼 |
| Treasurer of the State of North Carolina | 63,634 | $329.9 萬 | 0.01% | −1,385−2.1% | 減碼 |
| Susquehanna International Group, LLP | 62,902 | $326.1 萬 | 0.00% | −10,537−14.3% | 減碼 |
| IMC-Chicago, LLC | 61,870 | $320.8 萬 | 0.08% | +28,318+84.4% | 加碼 |
| Walleye Capital LLC | 59,438 | $308.2 萬 | 0.03% | −52,901−47.1% | 減碼 |
| Capital Fund Management S.A. | 57,905 | $300.2 萬 | 0.03% | +33,524+137.5% | 加碼 |
| Dana Investment Advisors, Inc. | 57,830 | $299.8 萬 | 0.10% | +57,830 | 新進 |
| Twin Tree Management, LP | 57,827 | $299.8 萬 | 0.08% | −20,166−25.9% | 減碼 |
| Advisor Group Holdings, Inc. | 57,590 | $299.0 萬 | 0.01% | +25,095+77.2% | 加碼 |
| Comerica Bank | 57,543 | $298.4 萬 | 0.01% | +19,221+50.2% | 加碼 |
| Davy Global Fund Management Ltd | 55,588 | $288.2 萬 | 0.26% | −2,429−4.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,299 | $281.5 萬 | 0.01% | +10,200+23.1% | 加碼 |
| Gotham Asset Management, LLC | 53,278 | $276.2 萬 | 0.02% | +43,143+425.7% | 加碼 |
| Engineers Gate Manager LP | 52,580 | $272.6 萬 | 0.03% | +45,780+673.2% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 52,387 | $271.6 萬 | 0.26% | +1,171+2.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 51,482 | $266.9 萬 | 0.02% | +30,630+146.9% | 加碼 |
| First Trust Advisors LP | 51,003 | $264.5 萬 | 0.00% | −1,066−2.0% | 減碼 |
| Walleye Trading LLC | 50,473 | $261.7 萬 | 0.06% | +46+0.1% | 加碼 |
| First National Advisers, LLC | 49,756 | $258.0 萬 | 0.38% | +301+0.6% | 加碼 |
| MML Investors Services, LLC | 49,628 | $257.3 萬 | 0.01% | +2,853+6.1% | 加碼 |
| Quantinno Capital Management LP | 48,763 | $252.8 萬 | 0.01% | +21,699+80.2% | 加碼 |
| Creative Planning | 47,798 | $247.8 萬 | 0.00% | +2,860+6.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 47,430 | $245.9 萬 | 0.01% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 46,877 | $243.1 萬 | 0.73% | −410−0.9% | 減碼 |
| HighTower Advisors, LLC | 46,864 | $243.0 萬 | 0.00% | +5,034+12.0% | 加碼 |
| Nisa Investment Advisors, LLC | 46,800 | $242.7 萬 | 0.01% | −1,958−4.0% | 減碼 |
| Assetmark, Inc | 44,724 | $231.9 萬 | 0.01% | +15,053+50.7% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 44,240 | $229.4 萬 | 0.16% | −34−0.1% | 減碼 |
| Expect Equity LLC | 42,940 | $222.6 萬 | 2.38% | 00.0% | 不變 |
| First National Bank of Omaha | 42,467 | $220.2 萬 | 0.14% | −106−0.2% | 減碼 |
| Public Employees Retirement System of Ohio | 42,297 | $219.3 萬 | 0.01% | −1,457−3.3% | 減碼 |
| Holocene Advisors, LP | 41,769 | $216.6 萬 | 0.01% | −512−1.2% | 減碼 |
| Toroso Investments, LLC | 40,013 | $207.5 萬 | 0.01% | +3,060+8.3% | 加碼 |
| Great West Life Assurance Co | 39,489 | $204.9 萬 | 0.00% | +7,502+23.5% | 加碼 |
| Arizona State Retirement System | 39,124 | $202.9 萬 | 0.01% | +259+0.7% | 加碼 |
| Voya Investment Management LLC | 38,596 | $200.1 萬 | 0.00% | −17,923−31.7% | 減碼 |
| State of Michigan Retirement System | 38,332 | $198.8 萬 | 0.01% | −400−1.0% | 減碼 |
| US Bancorp | 38,316 | $198.7 萬 | 0.00% | −6,024−13.6% | 減碼 |
| Graham Capital Management, L.P. | 37,591 | $194.9 萬 | 0.06% | +5,935+18.7% | 加碼 |
| Handelsbanken Fonder AB | 37,300 | $193.4 萬 | 0.01% | −400−1.1% | 減碼 |
| Jain Global LLC | 36,380 | $188.6 萬 | 0.03% | +21,295+141.2% | 加碼 |
| MetLife Investment Management | 35,872 | $186.0 萬 | 0.01% | −3,147−8.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 35,019 | $183.7 萬 | 0.00% | −8,611−19.7% | 減碼 |
| Assenagon Asset Management S.A. | 34,723 | $180.0 萬 | 0.00% | +34,723 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,609 | $179.4 萬 | 0.01% | +1,989+6.1% | 加碼 |
| Czech National Bank | 34,493 | $178.8 萬 | 0.01% | +1,731+5.3% | 加碼 |
| CWM, LLC | 33,895 | $175.7 萬 | 0.01% | +1,034+3.1% | 加碼 |
| New York Life Investment Management LLC | 33,833 | $175.4 萬 | 0.02% | −232−0.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 33,288 | $172.6 萬 | 0.00% | −1,463−4.2% | 減碼 |
| Oppenheimer & Co Inc | 32,825 | $170.2 萬 | 0.02% | −3,485−9.6% | 減碼 |
| Koss-Olinger Consulting, LLC | 32,306 | $167.5 萬 | 0.14% | −363−1.1% | 減碼 |
| First National Trust Co | 31,845 | $165.1 萬 | 0.06% | −1,715−5.1% | 減碼 |
| Gabelli Funds LLC | 31,814 | $165.0 萬 | 0.01% | −2,986−8.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 31,200 | $161.8 萬 | 0.03% | −38,042−54.9% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 31,170 | $161.6 萬 | 0.00% | −21,998−41.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,057 | $161.0 萬 | 0.00% | +6,559+26.8% | 加碼 |
| Money Concepts Capital Corp | 30,951 | $160.5 萬 | 0.11% | +8,219+36.2% | 加碼 |
| UniSuper Management Pty Ltd | 30,718 | $159.3 萬 | 0.01% | 00.0% | 不變 |
| Caption Management, LLC | 30,397 | $157.6 萬 | 0.14% | +30,397 | 新進 |
| Retirement Systems of Alabama | 30,279 | $157.0 萬 | 0.01% | −374−1.2% | 減碼 |
| Public Sector Pension Investment Board | 29,046 | $150.6 萬 | 0.01% | −9,229−24.1% | 減碼 |
| KLP Kapitalforvaltning AS | 28,600 | $148.3 萬 | 0.01% | +2,400+9.2% | 加碼 |
| Pictet Asset Management Holding SA | 28,523 | $147.9 萬 | 0.00% | −3,457−10.8% | 減碼 |
| Ethic Inc. | 26,842 | $143.3 萬 | 0.03% | +1,051+4.1% | 加碼 |
| Los Angeles Capital Management LLC | 27,437 | $142.3 萬 | 0.01% | +27,437 | 新進 |
| Amalgamated Bank | 27,241 | $141.2 萬 | 0.01% | −1,041−3.7% | 減碼 |
| Franklin Resources Inc | 26,114 | $135.4 萬 | 0.00% | +11,511+78.8% | 加碼 |
| TD Asset Management Inc | 25,895 | $134.3 萬 | 0.00% | +661+2.6% | 加碼 |