LW Lamb Weston Holdings, Inc.: institutional ownership and insider trading
615 funds reported holding $6.58B of Lamb Weston Holdings, Inc. in their latest 13F filings; in Q2 2026 funds net sold $21.5M, with 68 new positions and 78 funds selling out; over the last 12 months insiders bought $19.4M and sold $0 on the open market; over its last four quarters it reported revenue of $6.62B and net income of $255M.
LW revenue and earnings
- Quarter ended Aug 30, 2026: revenue $1.67B, net income $29.1M, EPS 0.21
- Quarter ended May 31, 2026: revenue $1.77B, net income $110M, EPS 0.79
- Quarter ended Feb 22, 2026: revenue $1.56B, net income $54.0M, EPS 0.39
- Quarter ended Nov 23, 2025: revenue $1.62B, net income $62.1M, EPS 0.44
Famous investors holding LW
- Jeff Smith (Starboard Value): $248M, 5.5% of the portfolio
- Tweedy, Browne (Tweedy, Browne Company): $1.61M, 0.1% of the portfolio
- Ken Griffin (Citadel Advisors): $18.4M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $11.3M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $5.84M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $2.04M, 0.0% of the portfolio
- Ray Dalio (Bridgewater Associates): $333K, 0.0% of the portfolio
Largest institutional holders of LW
- BlackRock, Inc. (BLK) — $730M
- VANGUARD GROUP INC — $699M
- PRICE T ROWE ASSOCIATES INC /MD/ — $396M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $347M
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $314M
- VANGUARD CAPITAL MANAGEMENT LLC — $259M
- Starboard Value LP — $248M
- JANA Partners Management, LP — $233M
- AQR CAPITAL MANAGEMENT LLC — $213M
- STATE STREET CORP (STT, STT-PG) — $210M
Recent LW insider trades
- May 11, 2026: Gray James D bought 10,000 shares ($409K)
- Apr 27, 2026: Gray James D bought 4,556 shares ($200K)
- Apr 15, 2026: JANA Partners Management, LP bought 150,000 shares ($6.37M)
- Apr 8, 2026: JANA Partners Management, LP bought 236,000 shares ($9.70M)
Members of Congress trading LW
- Jan 15, 2025: Julie Johnson sold $1.00K–$15.0K
- Jan 13, 2025: Robert P. Bresnahan, Jr. sold $1.00K–$15.0K
5%+ owners
- BlackRock, Inc.: 11.8% (Schedule 13G/A, filed Apr 7, 2026)
- Vanguard Portfolio Management: 5.9% (Schedule 13G, filed Apr 29, 2026)
- Vanguard Capital Management: 5.3% (Schedule 13G, filed Apr 30, 2026)