证券记录 · 已归档季度
LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
21被追踪持有人
+2Δ持有人
57.88M持有股份
$3.00B报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.5% ·
股份流向 +3.3% ·
净新建仓位 +9.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -7 | 95.63M | $4.14B | +3 | −9 |
| 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 | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (被动) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (被动) | 17.00M | — | $881.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 14.14M | — | $733.32M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 6.80M | +51.2% | $352.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 6.80M | +51.2% | $352.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 5.92M | — | $306.94M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (被动) | 5.80M | +1.1% | $300.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Geode Capital Management ✦ (被动) | 3.52M | +0.1% | $182.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Geode Capital Management ✦ (被动) | 3.52M | +0.1% | $182.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Norges Bank ✦ (被动) | 2.30M | +113.1% | $119.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Arrowstreet Capital ✦ | 704.24K | +989.8% | $36.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Marshall Wace ✦ | 468.90K | -63.3% | $24.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 357.80K | -53.8% | $18.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Adage Capital Partners ✦ | 319.74K | +22.6% | $16.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Millennium Management ✦ | 205.95K | -8.3% | $10.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 100.22K | +79.9% | $5.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 66.23K | -94.6% | $3.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 66.23K | -94.6% | $3.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Wellington Management ✦ | 63.90K | 新增 | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 53 | Wellington Management ✦ | 63.90K | 新增 | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 54 | Wellington Management ✦ | 63.90K | 新增 | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 53.28K | +425.7% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | GAMCO Investors ✦ | 18.12K | +70.7% | $939,315 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Point72 Asset Management ✦ | 15.00K | -92.0% | $777,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bridgewater Associates ✦ | 7.78K | -24.4% | $403,237 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Tweedy, Browne ✦ | 6.91K | 新增 | $358,128 | 0.0% | New | 1 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 5.87K | 新增 | $304,256 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Wellington Management | $3.31M | 0.0% |
| Wellington Management | $3.31M | 0.0% |
| Wellington Management | $3.31M | 0.0% |
| Tweedy, Browne | $358,128 | 0.0% |
| D. E. Shaw & Co. | $304,256 | 0.0% |
已清仓
| Harris Associates (Oakmark) | $967,022 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 557 持有人, 121.44M 股份, $4.64B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据