LW
Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones +0.9% ·
nuevas posiciones netas -6.7%
— 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 | 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 16.91M | -4.1% | $730.28M | 0.0% | ▼ Trim | 5 | SEC ↗ ×17 |
| 2 | T. Rowe Price ✦ | 9.17M | -3.2% | $395.85M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 7.11M | -2.5% | $314.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 4 | Vanguard Capital Management Llc | 6.00M | -3.9% | $258.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Starboard Value ✦ | 5.73M | -6.2% | $247.59M | 5.5% | ▼ Trim | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 4.93M | +135.1% | $212.75M | 0.1% | ▲ Add | 9 | SEC ↗ ×10 |
| 7 | State Street Global Advisors ✦ (pasivo) | 4.87M | +6.4% | $210.27M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 3.82M | +70.1% | $165.04M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 9 | Dimensional Fund Advisors Lp | 3.35M | +22.0% | $144.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Norges Bank ✦ (pasivo) | 2.46M | Nuevo | $106.05M | 0.0% | New | 1 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 2.34M | -1.1% | $101.17M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 12 | BROOKFIELD Corp /ON/ | 2.23M | 0.0% | $96.13M | 0.1% | Held | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.56M | -4.8% | $67.50M | 0.0% | ▼ Trim | 4 | SEC ↗ ×12 |
| 14 | Nomura Asset Management… | 1.52M | -2.8% | $65.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 1.51M | +107.8% | $65.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 16 | Charles Schwab Investment… | 1.23M | +2.7% | $53.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Principal Financial Group Inc | 1.21M | +75.8% | $52.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Bank of New York Mellon Corp | 1.19M | -0.7% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 19 | Royal London Asset Management Ltd | 1.08M | +1.0% | $46.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Northern Trust Corp | 998.64K | +4.9% | $43.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 21 | UBS Group AG | 922.19K | -48.3% | $39.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Barclays Plc | 799.99K | -31.5% | $34.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | Swedbank AB | 780.00K | -6.5% | $33.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 728.03K | +5.2% | $31.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Gotham Asset Management ✦ | 681.67K | +64.6% | $29.43M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 26 | American Century Companies Inc | 581.52K | +24.8% | $25.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 579.58K | +26.9% | $25.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | First Trust Advisors Lp | 550.67K | +69.0% | $23.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Invesco Ltd. | 470.95K | -4.3% | $20.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Ameriprise Financial Inc | 416.96K | +23.7% | $18.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Nuveen, LLC | 415.94K | -27.0% | $17.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 32 | Cerity Partners LLC | 383.98K | +20.3% | $16.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Arrowstreet Capital ✦ | 355.11K | -75.5% | $15.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 34 | Ensign Peak Advisors, Inc | 353.96K | -30.4% | $15.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 349.05K | +2.5% | $15.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 36 | Assenagon Asset Management S.A. | 338.00K | +110.5% | $14.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Quantinno Capital Management LP | 323.60K | +7.0% | $13.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Hotchkis & Wiley Capital Management… | 318.39K | +13.2% | $13.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Legal & General Group Plc | 315.70K | -1.5% | $13.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | Rhumbline Advisers | 281.84K | -19.3% | $12.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Swiss National Bank | 263.30K | +0.9% | $11.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 256.37K | -37.1% | $11.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 43 | Millennium Management ✦ | 253.82K | +411.6% | $10.96M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 249.04K | -69.2% | $10.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 45 | Envestnet Asset Management Inc | 232.89K | -67.2% | $10.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | California Public Employees… | 231.12K | +0.3% | $9.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Marshall Wace ✦ | 229.68K | -15.9% | $9.92M | 0.0% | ▼ Trim | 7 | SEC ↗ ×3 |
| 48 | Citigroup Inc | 216.07K | -19.8% | $9.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 49 | Tudor Investment Corp Et Al | 213.44K | +72.8% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | New York State Common Retirement… | 196.57K | -0.4% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Raymond James Financial Inc | 192.25K | -8.1% | $8.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Hsbc Holdings Plc | 190.80K | -63.7% | $8.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Mariner, LLC | 187.02K | +86.7% | $8.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 170.40K | +53.3% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | Royal Bank Of Canada | 158.21K | -25.1% | $6.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 56 | Nordea Investment Management Ab | 156.46K | Nuevo | $6.68M | 0.0% | New | 1 | SEC ↗ ×2 |
| 57 | Susquehanna International Group, Llp | 150.26K | -44.6% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Prudential Financial Inc | 143.99K | -64.6% | $6.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Jane Street Group, Llc | 127.21K | Nuevo | $5.49M | 0.0% | New | 1 | SEC ↗ ×2 |
| 60 | Cetera Investment Advisers | 126.58K | -35.5% | $5.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Adage Capital Partners ✦ | 125.26K | +25.3% | $5.41M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 62 | State Of Wisconsin Investment Board | 124.39K | +73.5% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | State Board Of Administration Of… | 118.77K | -3.0% | $5.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | LPL Financial LLC | 112.83K | -63.4% | $4.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Creative Planning | 90.11K | +18.3% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 66 | Stifel Financial Corp | 88.12K | -4.3% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 67 | Jones Financial Companies Lllp | 83.42K | -68.5% | $3.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | Holocene Advisors, LP | 80.94K | -8.5% | $3.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 77.93K | +54.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Mercer Global Advisors Inc /Adv | 76.52K | +77.1% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 73.63K | -8.2% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 72 | Alliancebernstein L.P. | 73.24K | -0.8% | $3.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Captrust Financial Advisors | 55.86K | +42.1% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Zurcher Kantonalbank (Zurich… | 53.94K | +8.6% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Franklin Resources Inc | 50.97K | +582.4% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 76 | Fifth Third Bancorp | 49.55K | -6.7% | $2.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Tidal Investments LLC | 48.96K | +44.6% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Nomura Holdings Inc | 48.05K | +95.5% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | Two Sigma Investments ✦ | 38.98K | +40.2% | $1.68M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 80 | Tweedy, Browne ✦ | 37.27K | +43.6% | $1.61M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 81 | Manufacturers Life Insurance… | 36.97K | +13.1% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Us Bancorp \De\ | 36.78K | -0.1% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 83 | Sei Investments Co | 36.72K | -29.7% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 84 | Focus Partners Wealth | 36.68K | +46.1% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Assetmark, Inc | 36.23K | +26.4% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Deutsche Bank Ag\ | 35.76K | -15.9% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 87 | Baird Financial Group, Inc. | 33.93K | -2.8% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 88 | Mml Investors Services, Llc | 33.28K | -17.2% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Osaic Holdings, Inc. | 31.40K | -44.9% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 90 | Peak6 Llc | 29.16K | -48.7% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 24.47K | -23.4% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 92 | Canada Pension Plan Investment Board | 24.40K | -63.5% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Simplex Trading, Llc | 23.84K | -31.8% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Corient Private Wealth LP | 22.56K | -70.9% | $974,284 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Man Group plc | 22.29K | +6.8% | $962,569 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Victory Capital Management Inc | 22.05K | +0.2% | $951,989 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Pictet Asset Management Holding SA | 20.09K | -5.6% | $867,659 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Grantham, Mayo, Van Otterloo & Co.… | 19.40K | 0.0% | $837,692 | 0.0% | Held | 3 | SEC ↗ |
| 99 | Universal- Beteiligungs- und… | 16.13K | -9.7% | $752,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Voya Investment Management Llc | 16.92K | +2.7% | $730,562 | 0.0% | ▲ Add | 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% |
| Nordea Investment Management… | $6.68M | 0.0% |
| Jane Street Group, Llc | $5.49M | 0.0% |
Posición cerrada
| Amundi | $24.61M | era 0.0% |
| 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% |
| HighTower Advisors, LLC | $1.37M | 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.