LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables):
amplitud de titulares -5.5% ·
flujo de acciones +0.6% ·
nuevas posiciones netas -5.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 9.17M | -3.2% | $395.85M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 9.17M | -3.2% | $395.85M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Vanguard Capital Management Llc | 6.00M | -3.9% | $258.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Starboard Value ✦ | 5.73M | -6.2% | $247.59M | 5.5% | ▼ Trim | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 41 | State Street Global Advisors ✦ (pasivo) | 4.87M | +6.4% | $210.27M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 3.82M | +70.1% | $165.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 3.82M | +70.1% | $165.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 3.82M | +70.1% | $165.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 3.82M | +70.1% | $165.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Dimensional Fund Advisors Lp | 3.35M | +22.0% | $144.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 3.35M | +22.0% | $144.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Dimensional Fund Advisors Lp | 3.35M | +22.0% | $144.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Dimensional Fund Advisors Lp | 3.35M | +22.0% | $144.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Dimensional Fund Advisors Lp | 3.35M | +22.0% | $144.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Norges Bank ✦ (pasivo) | 2.46M | Nuevo | $106.05M | 0.0% | New | 1 | SEC ↗ |
| 52 | Geode Capital Management ✦ (pasivo) | 2.34M | -1.1% | $101.17M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 53 | Geode Capital Management ✦ (pasivo) | 2.34M | -1.1% | $101.17M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 54 | BROOKFIELD Corp /ON/ | 2.23M | 0.0% | $96.13M | 0.1% | Held | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Nomura Asset Management… | 1.52M | -2.8% | $65.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 1.51M | +107.8% | $65.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 1.51M | +107.8% | $65.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 1.51M | +107.8% | $65.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 71 | Charles Schwab Investment… | 1.23M | +2.7% | $53.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Principal Financial Group Inc | 1.21M | +75.8% | $52.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Principal Financial Group Inc | 1.21M | +75.8% | $52.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Royal London Asset Management Ltd | 1.08M | +1.0% | $46.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Northern Trust Corp | 998.64K | +4.9% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Northern Trust Corp | 998.64K | +4.9% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Northern Trust Corp | 998.64K | +4.9% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Northern Trust Corp | 998.64K | +4.9% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Northern Trust Corp | 998.64K | +4.9% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Northern Trust Corp | 998.64K | +4.9% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Northern Trust Corp | 998.64K | +4.9% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | UBS Group AG | 922.19K | -48.3% | $39.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | UBS Group AG | 922.19K | -48.3% | $39.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | UBS Group AG | 922.19K | -48.3% | $39.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Barclays Plc | 799.99K | -31.5% | $34.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Barclays Plc | 799.99K | -31.5% | $34.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $106.05M | 0.0% |
Posición cerrada
| Alyeska Investment Group, L.P. | $6.34M | era 0.0% |
| Qube Research & Technologies… | $2.55M | era 0.0% |
| IMC-Chicago, LLC | $1.50M | era 0.0% |
| ProShare Advisors LLC | $853,314 | era 0.0% |
| Bank Of Nova Scotia | $382,749 | era 0.0% |
| Credit Agricole S A | $320,458 | era 0.0% |
| Lazard Asset Management Llc | $237,628 | era 0.0% |
| Balyasny Asset Management L.P. | $222,499 | era 0.0% |
| Kayne Anderson Rudnick… | $380 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 557 tenedores, 121.44M acciones, $4.64B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.