LW — LAMB WESTON HLDGS INC
As of Q2 2026, 36 SEC-registered investment managers reported holding LW (LAMB WESTON HLDGS INC) in their latest 13F filings, with a combined reported value of $2.21B across 60.25M shares. That is +21.8% by share count (+10.76M shares) versus the previous quarter, while reported value moved +31.0%. Ownership is concentrated: the five largest holders account for 69.1% of reported value and the top ten for 84.4%.
Compared with the prior quarter, 1 opened new positions, 14 added to existing stakes, 21 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LW is classified in the Consumer Staples sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 16.91M | $730.28M | 0.01% | Reduce |
| Vanguard Group history | Q4 2025 | 16.68M | $698.69M | 0.01% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 7.11M | $314.10M | 0.04% | New |
| AQR Capital Management history | Q2 2026 | 4.93M | $212.75M | 0.07% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.82M | $165.04M | 0.01% | Add |
| Viking Global Investors history | Q1 2024 | 1.21M | $128.45M | 0.48% | Reduce |
| Capital Research Global Investors history | Q4 2025 | 2.82M | $118.13M | 0.02% | Add |
| Norges Bank Investment Management history | Q2 2026 | 2.46M | $106.05M | 0.01% | Reduce |
| Geode Capital Management history | Q2 2026 | 2.34M | $101.17M | 0.01% | Reduce |
| MFS Investment Management history | Q2 2025 | 1.40M | $72.67M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 1.56M | $67.50M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.51M | $65.27M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.23M | $53.15M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 1.21M | $52.42M | 0.03% | Add |
| BNY Mellon history | Q2 2026 | 1.19M | $51.52M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 998.64K | $43.12M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 922.19K | $39.82M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 728.03K | $31.44M | 0.01% | Add |
| PSP Investments history | Q2 2026 | 474.37K | $20.48M | 0.05% | Reduce |
| Invesco Ltd history | Q2 2026 | 470.95K | $20.34M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 7.11M sh · $314.10M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 435.62K sh · $18.41M
- Lazard Asset Management sold 5.62K sh · $237.63K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 11.78M | 12.54M | 14.52M | 14.14M | 13.94M | 12.00M | 17.64M | 16.91M |
| JPMorgan Chase & Co | 2.95M | 2.89M | 1.68M | 1.52M | 1.23M | 726.28K | 387.84K | 494.56K | 759.13K | 1.67M | 2.11M | 3.33M | 1.24M | 814.39K | 1.17M | 528.39K | 476.06K | 7.18M | — | 7.11M |
| AQR Capital Management | 14.75K | 55.77K | 68.97K | 31.52K | 18.09K | 25.21K | 24.89K | 185.00K | 19.15K | 8.87K | 9.77K | 37.32K | 50.14K | 58.39K | 55.72K | 100.22K | 251.17K | 453.68K | 2.10M | 4.93M |
| Fidelity Management & Research (FMR) | 6.54M | 7.81M | 6.98M | 6.58M | 3.57M | 1.66M | 2.52M | 2.36M | 1.09M | 4.44M | 8.91M | 15.92M | 9.74M | 6.93M | 7.77M | 5.92M | 2.63M | 639.86K | 2.25M | 3.82M |
| Norges Bank Investment Management | — | — | — | — | — | 533.88K | — | — | — | 865.51K | — | 1.09M | — | 1.45M | — | 2.30M | — | 3.00M | — | 2.46M |
| Geode Capital Management | 2.60M | 2.64M | 2.77M | 2.76M | 2.82M | 2.97M | 3.04M | 3.10M | 3.17M | 3.22M | 3.31M | 3.36M | 3.39M | 3.44M | 3.52M | 3.52M | 3.51M | 3.53M | 2.37M | 2.34M |
| Morgan Stanley | 480.68K | 556.81K | 415.61K | 1.41M | 1.21M | 1.34M | 1.38M | 1.88M | 2.02M | 1.98M | 1.90M | 2.93M | 2.57M | 2.64M | 2.10M | 1.89M | 2.08M | 1.88M | 1.64M | 1.56M |
| Goldman Sachs Group | 808.40K | 627.99K | 603.94K | 694.97K | 1.07M | 397.32K | 417.09K | 430.38K | 436.18K | 345.49K | 891.69K | 771.23K | 626.74K | 1.06M | 1.10M | 1.05M | 528.16K | 642.43K | 727.32K | 1.51M |
| Charles Schwab Investment Management | 1.13M | 1.18M | 1.06M | 1.07M | 1.09M | 1.12M | 1.13M | 1.13M | 1.15M | 1.17M | 1.18M | 1.20M | 1.21M | 1.23M | 1.24M | 1.27M | 1.27M | 1.30M | 1.20M | 1.23M |
| Principal Global Investors | 184.27K | 175.62K | 175.65K | 183.02K | 179.67K | 347.77K | 408.56K | 278.71K | 180.33K | 170.62K | 169.06K | 162.03K | 165.95K | 166.38K | 161.53K | 168.50K | 149.90K | 153.75K | 690.49K | 1.21M |
| BNY Mellon | 1.15M | 977.41K | 1.03M | 1.08M | 935.84K | 1.22M | 1.23M | 1.16M | 1.19M | 1.18M | 1.13M | 1.11M | 1.14M | 934.00K | 705.46K | 912.67K | 969.59K | 1.36M | 1.20M | 1.19M |
| Northern Trust Corp | 1.48M | 1.29M | 1.27M | 1.25M | 1.24M | 1.39M | 1.39M | 1.38M | 1.47M | 1.41M | 1.35M | 1.32M | 1.31M | 1.43M | 1.24M | 1.24M | 1.21M | 1.17M | 951.89K | 998.64K |
| UBS Group AG | 139.56K | 104.28K | 131.86K | 408.88K | 498.24K | 354.74K | 374.62K | 287.79K | 445.71K | 323.77K | 200.27K | 252.27K | 2.75M | 3.44M | 2.70M | 1.60M | 1.89M | 1.25M | 1.80M | 922.19K |
| Wells Fargo & Co | 3.04M | 504.22K | 598.96K | 582.64K | 598.70K | 598.54K | 499.82K | 583.44K | 619.53K | 627.36K | 645.50K | 757.57K | 345.69K | 330.35K | 387.82K | 487.05K | 336.14K | 327.11K | 691.68K | 728.03K |
| PSP Investments | 610.87K | 24.48K | 20.37K | 13.93K | 15.44K | 17.82K | 15.82K | 13.95K | 15.65K | 3.42K | 3.42K | 5.58K | 6.18K | 17.83K | 38.27K | 29.05K | 30.09K | 35.46K | 496.85K | 474.37K |
| Invesco Ltd | 1.64M | 1.79M | 2.03M | 1.58M | 1.44M | 1.59M | 1.94M | 3.34M | 3.42M | 2.48M | 2.13M | 2.43M | 3.04M | 3.23M | 4.06M | 3.21M | 3.29M | 3.23M | 492.36K | 470.95K |
| Citadel Advisors | 1.08M | 760.53K | 888.26K | 328.54K | 1.88M | 2.62M | 3.26M | 2.60M | 4.10M | 3.68M | 2.07M | 3.19M | 2.75M | 3.86M | 2.10M | 874.43K | 2.61M | 942.25K | 372.20K | 427.20K |
| Arrowstreet Capital | 196.40K | 35.33K | — | 136.76K | 1.39M | 740.39K | 271.06K | 409.06K | 500.61K | — | — | — | — | — | 64.62K | 704.24K | 797.35K | 322.04K | 1.45M | 355.11K |
| Point72 Asset Management | — | — | 142.44K | 1.45M | 755.18K | 1.93M | 1.24M | 1.74M | 1.86M | 1.39M | 486.03K | 50.00K | 2.30K | 275.00K | 187.45K | 15.00K | 1.82M | 161.90K | 122.30K | 346.50K |
| Legal & General Investment Management America | 958.48K | 552.04K | 522.44K | 471.41K | 428.99K | 735.24K | 766.88K | 798.43K | 742.85K | 921.91K | 899.23K | 888.06K | 866.13K | 607.95K | 256.21K | 273.60K | 278.63K | 252.67K | 320.45K | 315.70K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details