LAMB WESTON HLDGS INC LW
COM · Common Stock · CUSIP 513272104 · ISIN US5132721045
American food processing company
- SectorConsumer staples
- IndustryCanned, Frozen & Preservd Fruit, Veg & Food Specialties
- HeadquartersEagle, ID
- Founded1950
- Websitelambweston.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($15.5m this quarter). Holder counts are more reliable. Shares outstanding: 137.5m as of 2026-07-17, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $43.24. Options: 20 managers hold calls ($72.3m notional), 15 hold puts ($85.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 595 |
| Q4 2022 | 688 |
| Q1 2023 | 745 |
| Q2 2023 | 784 |
| Q3 2023 | 754 |
| Q4 2023 | 772 |
| Q1 2024 | 789 |
| Q2 2024 | 756 |
| Q3 2024 | 687 |
| Q4 2024 | 703 |
| Q1 2025 | 636 |
| Q2 2025 | 623 |
| Q3 2025 | 627 |
| Q4 2025 | 627 |
| Q1 2026 | 567 |
| Q2 2026 | 557 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 320 | 397 |
| Q4 2024 | 295 | 351 |
| Q1 2025 | 272 | 383 |
| Q2 2025 | 282 | 316 |
| Q3 2025 | 271 | 305 |
| Q4 2025 | 296 | 284 |
| Q1 2026 | 272 | 348 |
| Q2 2026 | 258 | 269 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $186.3m | $271.3m | 1.46 |
| Q4 2025 | $193.6m | $185.8m | 0.96 |
| Q1 2026 | $102.2m | $202.2m | 1.98 |
| Q2 2026 | $72.3m | $85.4m | 1.18 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +2.8m |
| FMR LLC | Added | +1.6m |
| CONTINENTAL GRAIN CO | Added | +935.0k |
| GOLDMAN SACHS GROUP INC | Added | +784.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +603.6k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +523.6k |
| JANA Partners Management, LP | Added | +386.0k |
| JUPITER ASSET MANAGEMENT LTD | Added | +301.1k |
| STATE STREET CORP | Added | +294.1k |
| Gotham Asset Management, LLC | Added | +267.5k |
Biggest sellers
| LONDON CO OF VIRGINIA | Reduced | -1.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.1m |
| UBS Group AG | Reduced | -862.6k |
| BlackRock, Inc. | Reduced | -728.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -558.5k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -476.2k |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | Sold out | -396.0k |
| Starboard Value LP | Reduced | -381.0k |
| BARCLAYS PLC | Reduced | -368.0k |
| HSBC HOLDINGS PLC | Reduced | -334.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $19.9m461.3k shares |
| JANE STREET GROUP, LLC | Reduced | $9.4m216.6k shares |
| Twin Tree Management, LP | Reduced | $7.8m181.1k shares |
| Point72 Asset Management, L.P. | Added | $7.0m161.4k shares |
| IMC-Chicago, LLC | Reduced | $6.6m153.0k shares |
| D. E. Shaw & Co., Inc. | Added | $5.2m120.4k shares |
| CITADEL ADVISORS LLC | Reduced | $3.9m91.2k shares |
| SIMPLEX TRADING, LLC | Added | $3.3m76.2k shares |
| GROUP ONE TRADING LLC | Reduced | $1.9m43.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.9m43.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $32.0m741.0k shares |
| CITADEL ADVISORS LLC | Added | $14.5m336.0k shares |
| JANE STREET GROUP, LLC | Reduced | $12.2m281.5k shares |
| Point72 Asset Management, L.P. | Added | $7.3m170.1k shares |
| IMC-Chicago, LLC | Reduced | $6.3m145.6k shares |
| PEAK6 LLC | Reduced | $3.2m75.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $3.1m72.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.1m71.5k shares |
| Walleye Capital LLC | Added | $1.3m30.6k shares |
| GROUP ONE TRADING LLC | Reduced | $1.1m25.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +5.6 pts · filed 2026-04-07 | 11.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution +1.6 pts · filed 2026-02-17 | 7.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: JPMORGAN CHASE & CO (4.9%, 2026-08-05), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 2 | $392.2k | 0 | — | — |
| Q1 2025 | 1 | $182.8k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $100.0k | — |
| Q1 2026 | 1 | $2.4m | 0 | — | — |
| Q2 2026 | 4 | $17.0m | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-11 | Gray James D Chief Financial Officer | Bought | $409.2k10.0k shares |
| 2026-04-27 | Gray James D Chief Financial Officer | Bought | $199.8k4.6k shares |
| 2026-04-15 | JANA Partners Management, LP Director · See footnote | Bought | $2.2m50.0k shares |
| 2026-04-13 | JANA Partners Management, LP Director · See footnote | Bought | $4.2m100.0k shares |
| 2026-04-08 | JANA Partners Management, LP Director · See footnote | Bought | $4.1m100.0k shares |
| 2026-04-07 | JANA Partners Management, LP Director · See footnote | Bought | $5.6m136.0k shares |
| 2026-04-07 | Prestage Norman Director | Bought | $103.5k2.5k shares |
| 2026-04-06 | Bensen Peter J Director · By Revocable Trust | Bought | $197.2k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 16.9m $730.3m | Reduced -728.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 9.2m $395.9m | Reduced -299.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 8.0m $347.1m | Reduced -132.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 7.1m $314.1m | Reduced -181.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 6.0m $258.9m | Reduced -244.4k |
| Starboard Value LP 5.48% of their portfolio | 5.7m $247.6m | Reduced -381.0k |
| JANA Partners Management, LP 12.25% of their portfolio | 5.4m $232.9m | Added +386.0k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 4.9m $212.8m | Added +2.8m |
| STATE STREET CORP 0.01% of their portfolio | 4.9m $210.3m | Added +294.1k |
| FMR LLC 0.01% of their portfolio | 3.8m $165.0m | Added +1.6m |
| CONTINENTAL GRAIN CO 34.38% of their portfolio | 3.6m $154.1m | Added +935.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.3m $144.5m | Added +603.6k |
| NORGES BANK 0.01% of their portfolio | 2.5m $106.1m | Not comparable |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.3m $101.2m | Reduced -26.3k |
| Brookfield Corp /ON/ 0.12% of their portfolio | 2.2m $96.1m | Unchanged |
| Douglas Lane & Associates, LLC 0.99% of their portfolio | 1.7m $72.6m | Added +251.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $67.5m | Reduced -79.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.10% of their portfolio | 1.5m $65.5m | Reduced -43.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.5m $65.3m | Added +784.4k |
| JUPITER ASSET MANAGEMENT LTD 0.27% of their portfolio | 1.2m $53.7m | Added +301.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $53.1m | Added +32.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 1.2m $52.4m | Added +523.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.2m $51.5m | Reduced -8.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.09% of their portfolio | 1.1m $46.5m | Added +10.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 998.6k $43.1m | Added +46.8k |
| BRANDES INVESTMENT PARTNERS, LP 0.29% of their portfolio | 963.2k $41.6m | Added +21.0k |
| UBS Group AG 0.01% of their portfolio | 922.2k $39.8m | Reduced -862.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 868.1k $37.5m | Added +4.6k |
| BARCLAYS PLC 0.01% of their portfolio | 800.0k $34.5m | Reduced -368.0k |
| Clarkston Capital Partners, LLC 2.89% of their portfolio | 791.5k $34.2m | Reduced -199.2k |
| Swedbank AB 0.03% of their portfolio | 780.0k $33.7m | Reduced -54.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 728.0k $31.4m | Added +36.3k |
| Gotham Asset Management, LLC 0.07% of their portfolio | 681.7k $29.4m | Added +267.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 581.5k $25.1m | Added +115.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 579.6k $25.0m | Added +122.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 550.7k $23.8m | Added +224.8k |
| STALEY CAPITAL ADVISERS INC 0.85% of their portfolio | 503.3k $21.7m | Added +84.9k |
| Jupiter Topco LLC 0.01% of their portfolio | 499.3k $21.6m | First filing |
| Public Sector Pension Investment Board 0.05% of their portfolio | 474.4k $20.5m | Reduced -22.5k |
| LONDON CO OF VIRGINIA 0.12% of their portfolio | 474.1k $20.5m | Reduced -1.5m |
| Invesco Ltd. 0.00% of their portfolio | 471.0k $20.3m | Reduced -21.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 417.0k $18.0m | Added +79.9k |
| Nuveen, LLC 0.00% of their portfolio | 415.9k $18.0m | Reduced -153.5k |
| Alberta Investment Management Corp 0.10% of their portfolio | 393.2k $17.0m | Added +25.6k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 392.4k $16.9m | Added +122.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.06% of their portfolio | 389.2k $16.8m | Reduced -9.6k |
| Cerity Partners LLC 0.02% of their portfolio | 384.0k $16.6m | Added +64.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 355.1k $15.3m | Reduced -1.1m |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 354.0k $15.3m | Reduced -154.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 349.1k $15.1m | Added +8.5k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 338.0k $14.6m | Added +177.4k |
| DEPRINCE RACE & ZOLLO INC 0.24% of their portfolio | 325.1k $14.0m | Reduced -37.2k |
| Quantinno Capital Management LP 0.02% of their portfolio | 323.6k $14.0m | Added +21.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 318.4k $13.7m | Added +37.1k |
| Legal & General Group Plc 0.00% of their portfolio | 315.7k $13.6m | Reduced -4.8k |
| GRANDFIELD & DODD, LLC 0.67% of their portfolio | 295.0k $12.7m | Added +42.9k |
| UMB Bank, n.a. 0.16% of their portfolio | 294.1k $12.7m | Reduced -2.2k |
| Amundi 0.00% of their portfolio | 284.6k $12.3m | Reduced -297.8k |
| Freestone Grove Partners LP 0.08% of their portfolio | 284.0k $12.3m | Added +134.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 281.8k $12.2m | Reduced -67.3k |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 276.3k $11.9m | Added +127.4k |
| Swiss National Bank 0.01% of their portfolio | 263.3k $11.4m | Added +2.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 256.4k $11.1m | Reduced -151.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 253.8k $11.0m | Added +204.2k |
| Goodman Financial Corp 1.68% of their portfolio | 251.7k $10.9m | Added +6.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 249.0k $10.8m | Reduced -558.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 232.9k $10.1m | Reduced -476.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 231.1k $10.0m | Added +728 |
| MARSHALL WACE, LLP 0.01% of their portfolio | 229.7k $9.9m | Reduced -43.5k |
| CITIGROUP INC 0.00% of their portfolio | 216.1k $9.3m | Reduced -53.5k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 213.4k $9.2m | Added +90.0k |
| Channing Capital Management, LLC 0.21% of their portfolio | 208.8k $9.0m | New |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.25% of their portfolio | 202.6k $8.7m | Added +197 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 196.6k $8.5m | Reduced -710 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 192.3k $8.3m | Reduced -16.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 190.8k $8.2m | Reduced -334.7k |
| Mariner, LLC 0.01% of their portfolio | 187.0k $8.1m | Added +86.8k |
| HUNTINGTON NATIONAL BANK 0.04% of their portfolio | 172.4k $7.4m | Reduced -13.0k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 170.4k $7.4m | Added +59.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.07% of their portfolio | 170.3k $7.4m | Reduced -7.5k |
| SHAPIRO CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 169.1k $7.3m | Added +11.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 158.2k $6.8m | Reduced -52.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 156.5k $6.7m | New |
| Rodgers Brothers Inc. 0.64% of their portfolio | 152.6k $6.6m | Reduced -5.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 152.0k $6.6m | Reduced -1.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 150.3k $6.5m | Reduced -120.9k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 144.0k $6.2m | Reduced -262.8k |
| Verition Fund Management LLC 0.04% of their portfolio | 140.8k $6.1m | Added +62.6k |
| South Dakota Investment Council 0.10% of their portfolio | 138.7k $6.0m | Added +42.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 133.6k $5.8m | Reduced -6.4k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 132.1k $5.7m | Reduced -6.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 127.2k $5.5m | New |
| Cetera Investment Advisers 0.00% of their portfolio | 126.6k $5.5m | Reduced -69.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 125.3k $5.4m | Added +25.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 124.4k $5.4m | Added +52.7k |
| First Nebraska Trust Co 0.43% of their portfolio | 123.9k $5.3m | Added +2.3k |
| Leeward Investments, LLC - MA 0.24% of their portfolio | 123.5k $5.3m | Reduced -7.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 122.0k $5.3m | Added +1.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 118.8k $5.1m | Reduced -3.7k |
| LPL Financial LLC 0.00% of their portfolio | 112.8k $4.9m | Reduced -195.5k |