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LW

Lamb Weston Holdings, Inc. · Consumer Defensive · Packaged Foods

50.18 +4.8% 市值 $6.90B 报价延迟(FMP) · 截至 Oct 12 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
119被追踪持有人
-7Δ持有人
95.31M持有股份
$4.12B报告持仓市值
+3新建仓位
−11清仓
Falling 确信度评分 36/100 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -5.6% · 股份流向 +0.9% · 净新建仓位 -6.7% — 公式
集中积累 — 持股数量上升但持有人减少

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 2026

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 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 — —
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 BlackRock ✦ (被动) 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 ✦ (被动) 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 ✦ (被动) 2.46M 新增 $106.05M 0.0% New 1 SEC ↗
11 Geode Capital Management ✦ (被动) 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 新增 $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 新增 $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 ↗

"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

已清仓

Amundi $24.61M 曾为 0.0%
Alyeska Investment Group, L.P. $6.34M 曾为 0.0%
Qube Research & Technologies… $2.55M 曾为 0.0%
IMC-Chicago, LLC $1.50M 曾为 0.0%
HighTower Advisors, LLC $1.37M 曾为 0.0%
ProShare Advisors LLC $853,314 曾为 0.0%
Bank Of Nova Scotia $382,749 曾为 0.0%
Credit Agricole S A $320,458 曾为 0.0%
Lazard Asset Management Llc $237,628 曾为 0.0%
Balyasny Asset Management L.P. $222,499 曾为 0.0%
Kayne Anderson Rudnick… $380 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。

受益所有权
Aug 05 SC 13G/A — JPMORGAN CHASE & CO

查看 SEC 原始申报文件 ↗

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 2026 · 方法论 · 通过API获取此数据