LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -11.6% ·
Aktienfluss +7.0% ·
neue Nettopositionen -13.8%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 17.64M | +47.1% | $745.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×18 |
| 2 | T. Rowe Price ✦ | 9.47M | -3.6% | $400.08M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 7.30M | +1.6% | $298.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 4 | Vanguard Capital Management Llc | 6.24M | — | $263.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Starboard Value ✦ | 6.11M | Neu | $258.42M | 5.7% | New | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passiv) | 4.58M | -19.5% | $193.36M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 2.74M | +28.1% | $115.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Geode Capital Management ✦ (passiv) | 2.37M | -32.9% | $100.12M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 9 | Fidelity (FMR) ✦ | 2.25M | +251.2% | $94.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 10 | BROOKFIELD Corp /ON/ | 2.23M | 0.0% | $94.08M | 0.1% | Held | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 2.10M | +362.1% | $85.74M | 0.0% | ▲ Add | 8 | SEC ↗ ×10 |
| 12 | UBS Group AG | 1.78M | +55.5% | $75.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Morgan Stanley ✦ | 1.64M | -12.7% | $69.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 14 | Nomura Asset Management… | 1.56M | -7.4% | $65.92M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Arrowstreet Capital ✦ | 1.45M | +350.9% | $61.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 1.20M | -11.4% | $50.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 17 | Charles Schwab Investment… | 1.20M | -7.6% | $50.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Barclays Plc | 1.17M | +4.2% | $49.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 19 | Royal London Asset Management Ltd | 1.07M | -0.3% | $45.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northern Trust Corp | 951.89K | -18.4% | $40.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 21 | Swedbank AB | 834.00K | -8.8% | $35.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 807.51K | -25.2% | $34.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | Goldman Sachs Group ✦ | 727.32K | +13.2% | $30.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Envestnet Asset Management Inc | 709.14K | -7.3% | $29.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 691.68K | +111.5% | $29.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Principal Financial Group Inc | 690.49K | +349.1% | $29.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Amundi | 582.36K | +26.8% | $24.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Nuveen, LLC | 569.44K | +28.6% | $24.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Hsbc Holdings Plc | 525.54K | -44.3% | $21.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Ensign Peak Advisors, Inc | 508.64K | +175.0% | $21.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 492.36K | -84.8% | $20.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 32 | American Century Companies Inc | 466.10K | -1.1% | $19.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 456.80K | +22.1% | $19.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Janus Henderson Group Plc | 435.62K | +20.9% | $18.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Gotham Asset Management ✦ | 414.22K | +203.3% | $17.50M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 407.66K | +77.0% | $17.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 37 | Prudential Financial Inc | 406.83K | +215.6% | $17.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rhumbline Advisers | 349.17K | +19.9% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 340.56K | -8.0% | $14.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 40 | Ameriprise Financial Inc | 337.08K | +230.0% | $14.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 41 | First Trust Advisors Lp | 325.90K | +211.5% | $13.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Legal & General Group Plc | 320.45K | +26.8% | $13.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Cerity Partners LLC | 319.07K | +1459.3% | $13.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | LPL Financial LLC | 308.29K | +3.4% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 302.41K | -38.6% | $12.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Hotchkis & Wiley Capital Management… | 281.25K | Neu | $11.89M | 0.0% | New | 1 | SEC ↗ |
| 47 | Marshall Wace ✦ | 273.19K | -73.3% | $11.55M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 48 | Susquehanna International Group, Llp | 271.13K | -45.7% | $11.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Citigroup Inc | 269.54K | +86.1% | $11.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Swiss National Bank | 261.00K | 0.0% | $11.03M | 0.0% | Held | 2 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 265.09K | +5132.7% | $11.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | California Public Employees… | 230.39K | +0.4% | $9.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Royal Bank Of Canada | 211.09K | -5.2% | $8.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 54 | Raymond James Financial Inc | 209.15K | -41.9% | $8.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | New York State Common Retirement… | 197.28K | 0.0% | $8.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Cetera Investment Advisers | 196.15K | +72.1% | $8.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Healthcare Of Ontario Pension Plan… | 174.01K | +288.0% | $7.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Assenagon Asset Management S.A. | 160.61K | +14.0% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | California State Teachers… | 153.78K | +22.3% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Alyeska Investment Group, L.P. | 150.00K | Neu | $6.34M | 0.0% | New | 1 | SEC ↗ |
| 61 | Tudor Investment Corp Et Al | 123.48K | +108.4% | $5.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | State Board Of Administration Of… | 122.47K | 0.0% | $5.18M | 0.0% | Held | 2 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 111.17K | +253.4% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Mariner, LLC | 100.17K | +146.1% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Adage Capital Partners ✦ | 100.00K | -55.7% | $4.23M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Stifel Financial Corp | 92.12K | +39.6% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 67 | Cwm, Llc | 90.79K | +83.7% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Holocene Advisors, LP | 88.47K | +606.0% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 80.22K | -46.1% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 70 | Corient Private Wealth LP | 77.64K | -59.3% | $3.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Creative Planning | 76.17K | +37.6% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Alliancebernstein L.P. | 73.84K | -46.8% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | State Of Wisconsin Investment Board | 71.70K | -45.8% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Canada Pension Plan Investment Board | 66.80K | +224.3% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Qube Research & Technologies Ltd | 60.35K | Neu | $2.55M | 0.0% | New | 1 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 57.01K | -12.6% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 77 | Peak6 Llc | 56.81K | -58.2% | $2.40M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 78 | Fifth Third Bancorp | 53.09K | +627.7% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Sei Investments Co | 52.23K | +128.6% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Zurcher Kantonalbank (Zurich… | 49.69K | -9.1% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Millennium Management ✦ | 49.62K | -91.5% | $2.10M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 82 | Wealth Enhancement Advisory… | 50.60K | -1.1% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Mercer Global Advisors Inc /Adv | 43.21K | +81.3% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Deutsche Bank Ag\ | 42.52K | -90.0% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 85 | Mml Investors Services, Llc | 40.18K | -19.1% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Captrust Financial Advisors | 39.32K | +39.7% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Us Bancorp \De\ | 36.82K | -1.2% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 88 | IMC-Chicago, LLC | 35.56K | -35.6% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Simplex Trading, Llc | 34.97K | +1.5% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Baird Financial Group, Inc. | 34.92K | -4.6% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Tidal Investments LLC | 33.87K | -35.7% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Manufacturers Life Insurance… | 32.70K | -68.2% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | HighTower Advisors, LLC | 32.47K | -18.3% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 31.96K | +16.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 95 | Assetmark, Inc | 28.68K | -46.2% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Two Sigma Investments ✦ | 27.80K | -67.3% | $1.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 97 | Tweedy, Browne ✦ | 25.96K | +56.7% | $1.10M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 98 | Focus Partners Wealth | 25.11K | +10.5% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Nomura Holdings Inc | 24.58K | -52.9% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 100 | Victory Capital Management Inc | 21.99K | -75.5% | $929,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Starboard Value | $258.42M | 5.7% |
| Hotchkis & Wiley Capital… | $11.89M | 0.0% |
| Alyeska Investment Group, L.P. | $6.34M | 0.0% |
| Qube Research & Technologies… | $2.55M | 0.0% |
Ausgestiegen
| Norges Bank | $125.66M | war 0.0% |
| Capital Research Global… | $118.13M | war 0.0% |
| Boston Partners | $85.55M | war 0.1% |
| Citadel Advisors | $13.37M | war 0.0% |
| D. E. Shaw & Co. | $10.74M | war 0.0% |
| National Bank Of Canada /Fi/ | $3.71M | war 0.0% |
| Chevy Chase Trust Holdings… | $2.96M | war 0.0% |
| Renaissance Technologies | $2.65M | war 0.0% |
| Toronto Dominion Bank | $1.79M | war 0.0% |
| Td Asset Management Inc | $1.01M | war 0.0% |
| Cibc World Market Inc. | $846,262 | war 0.0% |
| Mackenzie Financial Corp | $800,506 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 557 Inhaber, 121.44M Anteile, $4.64B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.