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 ($11.0m this quarter). Holder counts are more reliable. Shares outstanding: 139.3m as of 2025-07-17, 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 ≈ $51.85. Options: 34 managers hold calls ($235.3m notional), 20 hold puts ($236.6m).
Trends to Q2 2025
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 |
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 2023 | 328 | 373 |
| Q4 2023 | 318 | 370 |
| Q1 2024 | 356 | 351 |
| Q2 2024 | 386 | 372 |
| Q3 2024 | 320 | 397 |
| Q4 2024 | 295 | 351 |
| Q1 2025 | 272 | 383 |
| Q2 2025 | 282 | 316 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $616.8m | $545.3m | 0.88 |
| Q4 2024 | $498.7m | $457.9m | 0.92 |
| Q1 2025 | $311.4m | $230.2m | 0.74 |
| Q2 2025 | $235.3m | $236.6m | 1.01 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.3m |
| Ion Asset Management Ltd. | New | +1.6m |
| NORGES BANK | Added | +1.2m |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +939.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +639.6k |
| Freestone Grove Partners LP | Added | +510.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +333.1k |
| Squarepoint Ops LLC | Added | +325.7k |
| BANK OF AMERICA CORP /DE/ | Added | +312.4k |
| JANE STREET GROUP, LLC | New | +306.2k |
Biggest sellers
| Southpoint Capital Advisors LP | Sold out | -2.0m |
| Brookfield Corp /ON/ | Reduced | -2.0m |
| FMR LLC | Reduced | -1.9m |
| CITADEL ADVISORS LLC | Reduced | -1.2m |
| UBS Group AG | Reduced | -1.1m |
| CITIGROUP INC | Reduced | -1.0m |
| Interval Partners, LP | Reduced | -887.8k |
| Invesco Ltd. | Reduced | -848.9k |
| MARSHALL WACE, LLP | Reduced | -809.5k |
| JANA Partners Management, LP | Reduced | -753.2k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $32.2m620.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $31.3m603.4k shares |
| Interval Partners, LP | Reduced | $22.8m439.1k shares |
| CITADEL ADVISORS LLC | Reduced | $19.3m371.4k shares |
| NOMURA HOLDINGS INC | Reduced | $18.8m362.9k shares |
| WOLVERINE TRADING, LLC | Added | $9.9m184.7k shares |
| IMC-Chicago, LLC | Reduced | $9.9m190.0k shares |
| GROUP ONE TRADING LLC | Added | $9.6m186.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $8.9m170.8k shares |
| Squarepoint Ops LLC | Added | $7.2m139.5k shares |
Biggest puts
| BARCLAYS PLC | Reduced | $60.8m1.2m shares |
| BANK OF AMERICA CORP /DE/ | New | $43.3m835.0k shares |
| JANE STREET GROUP, LLC | Added | $27.7m533.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $25.8m497.7k shares |
| CITADEL ADVISORS LLC | Added | $22.6m436.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $13.8m266.7k shares |
| WOLVERINE TRADING, LLC | Added | $6.2m116.6k shares |
| Squarepoint Ops LLC | Reduced | $5.5m106.4k shares |
| Walleye Trading LLC | Added | $5.4m104.2k shares |
| PEAK6 LLC | Added | $5.1m98.6k 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $652.3k | — |
| Q4 2023 | 1 | $253.0k | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 2 | $831.8k | 0 | — | — |
| Q4 2024 | 2 | $392.2k | 0 | — | — |
| Q1 2025 | 1 | $182.8k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 17.0m $881.3m | Reduced -75.5k |
| BlackRock, Inc. 0.01% of their portfolio | 14.1m $733.3m | Reduced -373.1k |
| JANA Partners Management, LP 18.83% of their portfolio | 7.2m $375.0m | Reduced -753.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 6.8m $352.8m | Added +2.3m |
| FMR LLC 0.02% of their portfolio | 5.9m $306.9m | Reduced -1.9m |
| STATE STREET CORP 0.01% of their portfolio | 5.8m $300.8m | Added +63.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.5m $182.0m | Added +2.3k |
| Clarkston Capital Partners, LLC 3.75% of their portfolio | 3.4m $176.7m | Reduced -314.6k |
| Invesco Ltd. 0.03% of their portfolio | 3.2m $166.3m | Reduced -848.9k |
| Boston Partners 0.15% of their portfolio | 2.7m $138.6m | Reduced -696.5k |
| LONDON CO OF VIRGINIA 0.73% of their portfolio | 2.5m $129.1m | Reduced -36.1k |
| NORGES BANK 0.01% of their portfolio | 2.3m $119.4m | Added +1.2m |
| CONTINENTAL GRAIN CO 30.84% of their portfolio | 2.1m $110.7m | Unchanged |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $97.9m | Reduced -215.3k |
| Ion Asset Management Ltd. 5.10% of their portfolio | 1.6m $84.4m | New |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.6m $82.5m | Added +235.0k |
| UBS Group AG 0.02% of their portfolio | 1.5m $78.8m | Reduced -1.1m |
| Gates Capital Management, Inc. 2.30% of their portfolio | 1.5m $76.2m | Reduced -546.0k |
| Capital Research Global Investors 0.02% of their portfolio | 1.5m $76.2m | Added +124.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 1.4m $72.7m | Added +66.8k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $67.9m | Added +312.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $65.9m | Added +26.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.2m $64.4m | Added +4.1k |
| DEPRINCE RACE & ZOLLO INC 1.22% of their portfolio | 1.1m $58.7m | Added +34.0k |
| Douglas Lane & Associates, LLC 0.80% of their portfolio | 1.1m $55.3m | Reduced -74 |
| Brookfield Corp /ON/ 0.07% of their portfolio | 1.1m $54.8m | Reduced -2.0m |
| MACQUARIE GROUP LTD 0.07% of their portfolio | 1.0m $54.4m | Reduced -43.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.0m $52.2m | Reduced -588.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 948.9k $49.2m | Added +126.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.18% of their portfolio | 939.8k $48.7m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 912.7k $47.3m | Added +207.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 791.9k $41.1m | Added +68.7k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 741.2k $38.4m | Reduced -21.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 704.2k $36.5m | Added +639.6k |
| Freestone Grove Partners LP 0.25% of their portfolio | 627.5k $32.5m | Added +510.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 613.9k $31.8m | Added +184.7k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.53% of their portfolio | 605.6k $31.4m | Added +182.9k |
| Swedbank AB 0.03% of their portfolio | 600.0k $31.1m | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 550.1k $28.5m | Added +70.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 528.4k $27.4m | Reduced -640.8k |
| Squarepoint Ops LLC 0.06% of their portfolio | 527.9k $27.4m | Added +325.7k |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2.71% of their portfolio | 516.3k $26.8m | Added +105.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.25% of their portfolio | 515.4k $26.7m | Reduced -3.9k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 492.9k $25.6m | Added +241.1k |
| Baird Financial Group, Inc. 0.04% of their portfolio | 487.1k $25.3m | Reduced -37.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 487.0k $25.3m | Added +99.2k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 468.9k $24.3m | Reduced -809.5k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 457.1k $23.7m | Reduced -154.5k |
| Nuveen, LLC 0.01% of their portfolio | 451.5k $23.4m | Added +130.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 444.8k $23.1m | Added +259.7k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 441.6k $22.9m | Added +159.6k |
| BARCLAYS PLC 0.01% of their portfolio | 418.9k $21.7m | Reduced -381.4k |
| Alberta Investment Management Corp 0.16% of their portfolio | 391.7k $20.3m | Added +291.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 390.2k $20.2m | Added +22.2k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 390.1k $20.2m | Reduced -211.2k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 357.8k $18.6m | Reduced -416.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.04% of their portfolio | 340.4k $17.6m | Added +333.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 319.7k $16.6m | Added +59.0k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 306.2k $15.9m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 300.4k $15.6m | Reduced -11.1k |
| Man Group plc 0.03% of their portfolio | 298.8k $15.5m | New |
| UMB Bank, n.a. 0.24% of their portfolio | 295.6k $15.3m | Added +82 |
| Verition Fund Management LLC 0.09% of their portfolio | 288.6k $15.0m | Added +169.6k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 287.2k $14.9m | Added +56.7k |
| Legal & General Group Plc 0.00% of their portfolio | 273.6k $14.2m | Added +17.4k |
| Amundi 0.00% of their portfolio | 256.8k $13.5m | Added +206.0k |
| Swiss National Bank 0.01% of their portfolio | 256.1k $13.3m | Reduced -6.5k |
| LPL Financial LLC 0.00% of their portfolio | 255.9k $13.3m | Added +62.0k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 248.3k $12.9m | Added +610 |
| Woodline Partners LP 0.07% of their portfolio | 239.1k $12.4m | Added +71.2k |
| Goodman Financial Corp 2.46% of their portfolio | 236.1k $12.2m | Added +8.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 229.1k $11.9m | Added +8.8k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.30% of their portfolio | 214.8k $11.1m | Reduced -6.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 205.9k $10.7m | Reduced -18.7k |
| STRS OHIO 0.04% of their portfolio | 203.3k $10.5m | Added +3.3k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.39% of their portfolio | 202.5k $10.5m | Added +60 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 201.4k $10.4m | Added +3.0k |
| Interval Partners, LP 0.23% of their portfolio | 194.2k $10.1m | Reduced -887.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 193.5k $10.0m | Reduced -1.4k |
| CRAWFORD INVESTMENT COUNSEL INC 0.17% of their portfolio | 182.9k $9.5m | Reduced -19.6k |
| Schonfeld Strategic Advisors LLC 0.07% of their portfolio | 176.4k $9.1m | Reduced -136.4k |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 175.9k $9.1m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 168.5k $8.7m | Added +7.0k |
| ALGERT GLOBAL LLC 0.18% of their portfolio | 168.4k $8.7m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 159.0k $8.2m | Added +27.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 151.3k $7.8m | Reduced -13.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 150.6k $7.8m | Added +25.6k |
| Leeward Investments, LLC - MA 0.41% of their portfolio | 148.1k $7.7m | Reduced -3.1k |
| Rodgers Brothers Inc. 0.95% of their portfolio | 145.7k $7.6m | Added +680 |
| Cadence Bank 0.48% of their portfolio | 140.5k $7.3m | Added +60.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 137.2k $7.1m | Added +970 |
| Anson Funds Management LP 1.27% of their portfolio | 133.8k $6.9m | Added +44.1k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.37% of their portfolio | 133.0k $6.9m | Reduced -1.7k |
| GRANDFIELD & DODD, LLC 0.39% of their portfolio | 127.9k $6.6m | Added +55.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 126.3k $6.5m | Reduced -343 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 126.0k $6.5m | Reduced -385 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 125.0k $6.5m | Reduced -4.9k |
| Brevan Howard Capital Management LP 0.07% of their portfolio | 124.7k $6.5m | New |
| CAMBIAR INVESTORS LLC 0.26% of their portfolio | 121.1k $6.3m | Reduced -1.3k |
| Bernzott Capital Advisors 3.08% of their portfolio | 116.2k $6.0m | Added +12.1k |