LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +24.1% ·
net new positions +15.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | -7 | 95.31M | $4.12B | +3 | −11 |
| Q1 2026 | 130 | -17 | 93.28M | $3.93B | +6 | −24 |
| Q4 2025 | 148 | +2 | 100.61M | $4.21B | +3 | — |
| Q3 2025 | 21 | -2 | 62.47M | $3.63B | — | −3 |
| Q2 2025 | 21 | +2 | 57.88M | $3.00B | +3 | −1 |
| Q1 2025 | 16 | +3 | 18.95M | $1.01B | +3 | — |
| Q4 2024 | 13 | -1 | 18.19M | $1.22B | +1 | −2 |
| Q3 2024 | 13 | +2 | 11.21M | $725.27M | +3 | −1 |
| Q2 2024 | 11 | — | 9.04M | $759.19M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 3.39M | +0.7% | $218.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | T. Rowe Price ✦ | 2.51M | +1153.6% | $162.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 1.68M | +54.1% | $108.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Harris Associates (Oakmark) ✦ | 1.35M | New | $87.10M | 0.1% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 972.81K | -50.8% | $62.98M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 573.74K | +1077.4% | $37.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bridgewater Associates ✦ | 288.26K | +11.8% | $18.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 135.40K | -2.2% | $8.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 130.59K | New | $8.45M | 0.0% | New | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 106.56K | New | $6.90M | 0.0% | New | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 50.14K | +34.4% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Wellington Management ✦ | 17.82K | -20.8% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | GAMCO Investors ✦ | 11.66K | -8.7% | $754,674 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Harris Associates (Oakmark) | $87.10M | 0.1% |
| Two Sigma Investments | $8.45M | 0.0% |
| D. E. Shaw & Co. | $6.90M | 0.0% |
Exited
| Marshall Wace | $158.79M | was 0.2% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 557 holders, 121.44M shares, $4.64B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.