Lamb Weston

LW • NYSE

Lamb Weston is a packaged foods company in the consumer defensive sector on NYSE, led by Michael Jared Smith, with a market cap of $6.1B. As of Q3 2025, 88% of shares are held by 604 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.94%.

CEOMichael Jared Smith

Market Cap$6.1B

Packaged Foods

Consumer Defensive

Employees10.7K

Websitelambweston.com

Country

United States of America

Overview

Overview of institutional ownership in LW as of Q3 2025 with a market cap of $8.1B

All Institutions

Institutions: 604
Value Held: $7.2B
Shares Held: 123.0M
Avg Position: $11.8M
Median Position: $493.8K

Hedge Funds

Hedge Funds: 57
Value Held: $1.0B
Shares Held: 17.2M
Avg Position: $17.6M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

75.99%

$6.2B

Hedge Funds

12.37%

$1.0B

Retail & Other

11.64%

$942.4M

Based on market cap of $8.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$966.2M 0.01% of portfolio	11.94% 16.6M shares	Q4 2016 Held for 9 years	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$809.4M 0.01% of portfolio	10.00% 13.9M shares	Q4 2016 Held for 9 years	$5.67T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$448.0M 0.05% of portfolio	5.53% 7.7M shares	Q4 2016 Held for 9 years	$912.31B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$336.9M 0.01% of portfolio	4.16% 5.8M shares	Q4 2016 Held for 9 years	$2.88T
JANA Partners Management, LP Hedge Fund•Activist	Barry Stuart Rosenstein Founder	$290.9M 14.08% of portfolio	3.59% 5.0M shares	Q3 2024 Held for 1y 3m	$2.1B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$203.3M 0.01% of portfolio	2.52% 3.5M shares	Q4 2016 Held for 9 years	$1.57T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$190.9M 0.03% of portfolio	2.36% 3.3M shares	Q4 2016 Held for 9 years	$633.08B
FMR LLC Institution	-	$152.7M 0.01% of portfolio	1.89% 2.6M shares	Q4 2016 Held for 9 years	$1.92T
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Israel Alexander Englander CEO	$150.5M 0.12% of portfolio	1.86% 2.6M shares	Q4 2016 Held for 9 years	$121.99B
Clarkston Capital Partners LLC Long Only Manager	Jeffrey Anthony Hakala CEO	$146.1M 3.15% of portfolio	1.81% 2.5M shares	Q1 2022 Held for 3y 9m	$4.6B

Net Capital Flow

Institutional buying and selling activity for LW in Q3 2025

Traded: −$117.9M
Buyers: 273
Sellers: 295
Total Bought: +$890.1M
Total Sold: −$1.0B
Avg Position: $10.6M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$138.5M +2.4M shares	$150.5M 2.6M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$104.7M +1.8M shares	$105.6M 1.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$98.0M +1.7M shares	$101.8M 1.8M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$52.8M +908.7K shares	$448.0M 7.7M shares
S Swedbank AB Institution	+$49.0M +844.4K shares	$52.1M 896.8K shares
Capital Research Global Investors RIA/Wealth	+$39.5M +680.0K shares	$124.9M 2.2M shares
B BROOKFIELD ASSET MANAGEMENT INC. RIA/Wealth	+$38.9M +670.0K shares	$100.3M 1.7M shares
ROYAL LONDON ASSET MANAGEMENT LTD Digital Asset Manager	+$38.6M +665.2K shares	$58.4M 1.0M shares
LIBERTY ONE INVESTMENT MANAGEMENT, LLC RIA/Wealth	+$25.8M +444.3K shares	$55.9M 960.6K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$22.0M +378.3K shares	$114.3M 2.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$191.1M −3.3M shares	$152.7M 2.6M shares
JANA Partners Management, LP Hedge Fund•Activist	−$129.1M −2.2M shares	$290.9M 5.0M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$72.7M −1.4M shares	Sold Off 0 shares
I Ion Asset Management Ltd. Institution	−$64.0M −1.1M shares	$30.5M 524.9K shares
Clarkston Capital Partners LLC Long Only Manager	−$51.8M −891.3K shares	$146.1M 2.5M shares
Robeco Investment Management, Inc. Long Only Manager	−$33.6M −579.0K shares	$121.6M 2.1M shares
THOMPSON SIEGEL & WALMSLEY LLC Long Only Manager	−$28.3M −487.0K shares	$6.9M 118.5K shares
AMERIPRISE FINANCIAL INC Institution	−$26.8M −462.3K shares	$31.7M 545.1K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$26.2M −450.4K shares	$4.5M 77.5K shares
GOLDMAN SACHS GROUP INC Institution	−$24.4M −420.7K shares	$30.7M 528.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LW in Q3 2025

New Positions: 32
New Value: $8.2M
Exited Positions: 73
Exited Value: $127.1M

New Positions

Institution	Position Value
C Clearline Capital LP Hedge Fund•Event Driven	$2.1M 36.6K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	$1.8M 30.1K shares
C CastleKnight Management LP Hedge Fund•Event Driven	$981.6K 16.9K shares
Numerai GP LLC Hedge Fund•Quant	$886.0K 15.3K shares
AI Financial Services LLC RIA/Wealth	$777.5K 12.5K shares
ARQ WEALTH ADVISORS, LLC RIA/Wealth	$567.7K 9.8K shares
Meridian Wealth Management, LLC RIA/Wealth	$245.2K 4.2K shares
Carnegie Capital Asset Management, LLC RIA/Wealth	$243.9K 4.2K shares
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	$219.4K 3.8K shares
C CAXTON ASSOCIATES LLP Institution	$204.3K 3.5K shares

Exited Positions

Institution	Previous Position
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	$72.7M 1.4M shares
OSBORNE PARTNERS CAPITAL MANAGEMENT RIA/Wealth	$6.9M 133.0K shares
Levin Easterly Partners LLC Long Only Manager	$5.5M 105.2K shares
R Rheos Capital Works Inc. Institution	$4.8M 93.0K shares
Brandywine Global Investment Management, LLC Long Only Manager	$4.4M 85.2K shares
H HRT FINANCIAL LLC Institution	$4.1M 79.4K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$3.3M 63.9K shares
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$3.0M 57.8K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$1.9M 37.6K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$1.9M 36.4K shares

Options Activity

Institutions with the largest Call and Put options positions in LW as of Q3 2025

Call Positions: 29
Call Value: $152.0M
Put Positions: 22
Put Value: $248.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$46.5M 8.0K contracts
J JANE STREET GROUP, LLC Institution	$28.3M 4.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$15.3M 2.6K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$11.8M 2.0K contracts
W WOLVERINE TRADING, LLC Institution	$5.7M 1.0K contracts
Walleye Trading LLC RIA/Wealth	$5.7M 979.0 contracts
C Cubist Systematic Strategies, LLC Institution	$5.4M 929.0 contracts
P PEAK6 LLC Institution	$5.3M 921.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.6M 622.0 contracts
N NOMURA HOLDINGS INC Institution	$3.2M 550.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$42.5M 7.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$34.5M 5.9K contracts
UBS Group AG Institution	$30.6M 5.3K contracts
BARCLAYS PLC Institution	$30.5M 5.3K contracts
P PEAK6 LLC Institution	$23.1M 4.0K contracts
J JANE STREET GROUP, LLC Institution	$15.8M 2.7K contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$12.8M 2.2K contracts
W WOLVERINE TRADING, LLC Institution	$11.9M 2.1K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$11.1M 1.9K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$10.4M 1.8K contracts

Most Committed Institutions

Institutions with LW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
CONTINENTAL GRAIN CO Private Equity	David Jonathan Grain CEO	35.82% $123.9M	1.53% 2.1M shares	Q4 2024 Held for 1 year	$346.0M
JANA Partners Management, LP Hedge Fund•Activist	Barry Stuart Rosenstein Founder	14.08% $290.9M	3.59% 5.0M shares	Q3 2024 Held for 1y 3m	$2.1B
I Ion Asset Management Ltd. Institution	-	4.31% $30.5M	0.38% 524.9K shares	Q2 2025 Held for 6 months	$707.1M
13D Management LLC Hedge Fund•Long/Short	Kenneth Bradley Squire CIO	4.23% $4.4M	0.05% 76.0K shares	Q4 2024 Held for 1 year	$104.3M
BERNZOTT CAPITAL ADVISORS RIA/Wealth	Mark Alexander Scott CEO	3.17% $6.7M	0.08% 115.5K shares	Q2 2024 Held for 1y 6m	$211.9M
Clarkston Capital Partners LLC Long Only Manager	Jeffrey Anthony Hakala CEO	3.15% $146.1M	1.81% 2.5M shares	Q1 2022 Held for 3y 9m	$4.6B
LIBERTY ONE INVESTMENT MANAGEMENT, LLC RIA/Wealth	Roch Richard Tranel CEO	3.14% $55.9M	0.69% 960.6K shares	Q1 2021 Held for 4y 9m	$1.8B
Kintayl Capital LP Hedge Fund•Long/Short	Ashley Taylor Amarosa COO	2.88% $4.2M	0.05% 72.3K shares	Q4 2024 Held for 1 year	$145.8M
Goodman Financial CORP RIA/Wealth	Steven Robert Goodman President	2.66% $13.7M	0.17% 235.6K shares	Q3 2024 Held for 1y 3m	$513.7M
E Expect Equity LLC Institution	-	2.44% $2.5M	0.03% 42.9K shares	Q4 2024 Held for 1 year	$102.4M

Hedge Fund Spotlight

Discover hedge funds investing in LW

BALYASNY ASSET MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDmitry Balyasny

Portfolio Value: $48.1B
Positions: 1,895
Last Reported: Q3 2025

Sector Allocation

Position in Lamb Weston

Market Value: $21.3M
Shares Held: 367.3K
Portfolio Weight: 0.04%
Owned Since: 2020-Q3

Top Holding	Sector	Market Value	Weight
1 iShares Core S&P 500 ETF IVV	ETF ETF	$1.1B	2.29%
2 Microsoft MSFT	Software - Infrastructure Technology	$1.1B	2.23%
3 Nvidia NVDA	Semiconductors Technology	$905.7M	1.88%