undamentalytics Newsletter

Lamb Weston Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Lamb Weston Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 255 institutions that filed 13F reports for both quarters added to or opened positions in Lamb Weston Holdings, and 268 cut or closed them. Together they sold a net 826K shares, −0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.4M shares (+6.9%); index fund managers were net sellers of 842K shares (−2.0%). 67 opened a new position and 78 sold out entirely.

Bought, Q2 2026 255 institutions, 67 of them new holders Sold, Q2 2026 268 institutions, 78 of them sold out
Net change, all compared −826K shares (−0.6%)
Net change, active managers +2.4M shares (+6.9%), 33 bought, 27 sold

Buyers versus sellers

institutions compared, 622
Active managers and hedge funds 33 bought · 27 sold · +2.4M
Index fund managers 4 bought · 7 sold · −842K
Other institutions 218 bought · 234 sold · −2.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +2.8M +135.0% 4.9M $213M
FMR LLC Active manager +1.6M +70.1% 3.8M $165M
Continental Grain Co +935K +35.5% 3.6M $154M
Goldman Sachs Group Inc +784K +107.8% 1.5M $65.3M
Dimensional Fund Advisors LP +604K +22.0% 3.3M $144M
Principal Financial Group Inc +524K +75.8% 1.2M $52.4M
Jana Partners Management, LP Hedge fund +386K +7.7% 5.4M $233M
Jupiter Asset Management Ltd Active manager +301K +31.9% 1.2M $53.7M
State Street Corp Index funds +294K +6.4% 4.9M $210M
Gotham Asset Management, LLC Hedge fund +267K +64.6% 682K $29.4M
Douglas Lane & Associates, LLC +252K +17.6% 1.7M $72.6M
First Trust Advisors LP +225K +69.0% 551K $23.8M
Channing Capital Management, LLC +209K New position 209K $9M
Millennium Management LLC Hedge fund +204K +411.6% 254K $11M
Assenagon Asset Management S.A. +177K +110.4% 338K $14.6M
Nordea Investment Management AB +156K New position 156K $6.7M
Freestone Grove Partners LP Hedge fund +134K +89.4% 284K $12.3M
Ieq Capital, LLC +127K +85.5% 276K $11.9M
Jane Street Group, LLC +127K New position 127K $5.5M
BNP Paribas Financial Markets +123K +26.9% 580K $25M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
London Co Of Virginia Active manager −1.5M −75.9% 474K $20.5M
Arrowstreet Capital, Limited Partnership Hedge fund −1.1M −75.5% 355K $15.3M
UBS Group AG −863K −48.3% 922K $39.8M
Blackrock, Inc. Index funds −728K −4.1% 16.9M $730M
Bank Of America Corp −558K −69.2% 249K $10.8M
Envestnet Asset Management Inc −476K −67.2% 233K $10.1M
Liberty One Investment Management, LLC −396K Sold out 0 —
Starboard Value LP Hedge fund −381K −6.2% 5.7M $248M
Barclays PLC −368K −31.5% 800K $34.5M
HSBC Holdings PLC −335K −63.7% 191K $8.2M
Strs Ohio −302K −99.0% 3,156 $136,276
Price T Rowe Associates Inc Active manager −300K −3.2% 9.2M $396M
Amundi −298K −51.1% 285K $12.3M
Cooper Creek Partners Management LLC −285K Sold out 0 —
Prudential Financial Inc −263K −64.6% 144K $6.2M
Vanguard Capital Management LLC Index funds −244K −3.9% 6.0M $259M
SG Americas Securities, LLC −233K −84.5% 43K $1.9M
Empowered Funds, LLC −202K −72.1% 78K $3.4M
Clarkston Capital Partners, LLC −199K −20.1% 791K $34.2M
LPL Financial LLC −195K −63.4% 113K $4.9M

New positions

largest by value

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
552
Ten largest holders
55.2%
of 13F-reported shares
Index fund managers
31.9%
of 13F-reported shares
Active managers and hedge funds
28.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 33 27 5 12 +2.4M +6.9%
Index fund managers 4 7 0 1 −842K −2.0%
Other institutions 218 234 62 65 −2.4M −4.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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