Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17.6M | $745.5M | +47.1% | 12.702% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.2M | $345.3M | — | 5.884% | 0.02% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 6.2M | $263.7M | — | 4.493% | 0.01% |
| 4 | Starboard Value LP | 6.1M | $258.4M | — | 4.403% | 5.66% |
| 5 | JANA Partners Management, LP | 5.0M | $211.7M | 0.0% | 3.607% | 13.18% |
| 6 | STATE STREET CORP | 4.6M | $193.4M | -19.5% | 3.295% | 0.01% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $115.9M | +28.1% | 1.974% | 0.02% |
| 8 | CONTINENTAL GRAIN CO | 2.6M | $111.3M | +23.4% | 1.897% | 30.44% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.4M | $101.4M | +8.2% | 1.727% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $100.1M | -32.9% | 1.706% | 0.01% |
| 11 | FMR LLC | 2.2M | $95.0M | +251.2% | 1.618% | 0.01% |
| 12 | BROOKFIELD ASSET MANAGEMENT INC. | 2.2M | $94.1M | 0.0% | 1.603% | 0.13% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 2.1M | $85.7M | +362.0% | 1.509% | 0.04% |
| 14 | LONDON CO OF VIRGINIA | 2.0M | $83.2M | -5.2% | 1.418% | 0.51% |
| 15 | UBS Group AG | 1.8M | $76.3M | +44.1% | 1.299% | 0.01% |
| 16 | MORGAN STANLEY | 1.6M | $69.4M | -12.7% | 1.183% | 0.00% |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.6M | $65.9M | -7.4% | 1.123% | 0.11% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $61.4M | +350.9% | 1.046% | 0.03% |
| 19 | Douglas Lane & Associates, LLC | 1.4M | $60.5M | +17.9% | 1.030% | 0.87% |
| 20 | BARCLAYS PLC | 1.3M | $53.1M | -31.9% | 0.904% | 0.02% |
| 21 | Bank of New York Mellon Corp | 1.2M | $50.8M | -11.4% | 0.865% | 0.01% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $50.6M | -7.6% | 0.863% | 0.01% |
| 23 | ROYAL LONDON ASSET MANAGEMENT LTD | 1.1M | $45.1M | -0.3% | 0.768% | 0.09% |
| 24 | Clarkston Capital Partners, LLC | 991K | $41.9M | -58.9% | 0.713% | 3.19% |
| 25 | NORTHERN TRUST CORP | 952K | $40.2M | -18.4% | 0.685% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LW — a direct measure of their conviction.
Filings activity in LW during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 551 | 9.4% | 75.38% | 8.09 pp | $4.75B | 9.7% |
| Q4 2025 | 608 | +0.7% | 83.47% | 21.22 pp | $5.26B | 20% |
| Q3 2025 | 604 | 0.5% | 104.69% | +2.41 pp | $6.60B | +2.4% |
| Q2 2025 | 607 | 1.9% | 102.28% | 5.82 pp | $6.45B | 5.4% |
| Q1 2025 | 619 | 8.0% | 108.10% | 34.17 pp | $6.81B | 24% |
| Q4 2024 | 673 | +2.1% | 142.27% | +11.38 pp | $8.97B | +8.7% |
| Q3 2024 | 659 | 11% | 130.89% | 56.67 pp | $8.25B | 30% |
| Q2 2024 | 737 | — | 187.56% | — | $11.82B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 27, 2026 | Gray James D | Buy | 5K | $43.85 | $200K |
| Apr 13, 2026 | JANA Partners Management, LP | Buy | 100K | $42.12 | $4.2M |
| Apr 7, 2026 | JANA Partners Management, LP | Buy | 136K | $40.89 | $5.6M |
| Apr 7, 2026 | Prestage Norman | Buy | 3K | $41.40 | $104K |
Quick answers to the most common questions about buying LW stock.
Based on Q1 2026 13F filings, institutional ownership of Lamb Weston Holdings, Inc. stands at 75.4%, held across 551 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LW, with approximately 17,640,733 shares worth $0.75B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of LW, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for LW is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
112 institutions opened new positions in LW during Q1 2026, while 169 fully exited. 249 added to existing positions and 184 trimmed.
LW institutional ownership fell by 8.09 percentage points quarter-over-quarter, with a net change of -57 holders.
The top 10 institutions account for 51.5% of all reported 13F value in LW, and the top 25 account for 72.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lamb Weston Holdings, Inc. (LW) Institutional Ownership