LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth -8.7% ·
share flow +5.6% ·
net new positions -14.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 16.64M | -2.1% | $966.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 16.64M | -2.1% | $966.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 16.64M | -2.1% | $966.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 16.64M | -2.1% | $966.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 16.64M | -2.1% | $966.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 13.94M | -1.5% | $809.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | T. Rowe Price ✦ | 7.71M | +13.3% | $447.96M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 7.71M | +13.3% | $447.96M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passive) | 5.80M | 0.0% | $336.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 3.51M | -0.3% | $203.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 3.51M | -0.3% | $203.31M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.63M | -55.6% | $152.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.63M | -55.6% | $152.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.63M | -55.6% | $152.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.63M | -55.6% | $152.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.63M | -55.6% | $152.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Millennium Management ✦ | 2.59M | +1157.9% | $150.46M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 2.08M | — | $120.58M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Point72 Asset Management ✦ | 1.82M | +12018.8% | $105.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 1.75M | +2547.8% | $101.85M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 1.75M | +2547.8% | $101.85M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 952.13K | — | $55.30M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Arrowstreet Capital ✦ | 797.35K | +13.2% | $46.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Two Sigma Investments ✦ | 586.48K | +63.9% | $34.06M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 528.16K | — | $30.68M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Goldman Sachs Group ✦ | 528.16K | — | $30.68M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 528.16K | — | $30.68M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 528.16K | — | $30.68M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Marshall Wace ✦ | 377.81K | -19.4% | $21.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 87 | Marshall Wace ✦ | 377.81K | -19.4% | $21.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 88 | Marshall Wace ✦ | 377.81K | -19.4% | $21.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 89 | Marshall Wace ✦ | 377.81K | -19.4% | $21.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 90 | AQR Capital Management ✦ | 251.17K | +150.6% | $14.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 251.17K | +150.6% | $14.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 251.17K | +150.6% | $14.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 93 | AQR Capital Management ✦ | 251.17K | +150.6% | $14.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 94 | AQR Capital Management ✦ | 251.17K | +150.6% | $14.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 95 | AQR Capital Management ✦ | 251.17K | +150.6% | $14.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 96 | Bridgewater Associates ✦ | 200.19K | +2474.1% | $11.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 97 | Gotham Asset Management ✦ | 156.53K | +193.8% | $9.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Adage Capital Partners ✦ | 126.90K | -60.3% | $7.37M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 99 | GAMCO Investors ✦ | 17.96K | -0.9% | $1.04M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 100 | Tweedy, Browne ✦ | 14.19K | +105.4% | $824,097 | 0.1% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $119.41M | was 0.0% |
| Wellington Management | $3.31M | was 0.0% |
| D. E. Shaw & Co. | $304,256 | was 0.0% |
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.