Lamb Weston Holdings, Inc.· LW

🇺🇸 US · MidSP600NYSE

Consumer DefensivePackaged FoodsWebsite

Price: $53.18
Day: +0.36%
Mkt Cap: $7.31B
52W Range: $37.62 – $67.07
Volume: 1.01M
Beta: 0.46

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Lamb Weston Holdings, Inc.

LW|Consumer Defensive|Packaged Foods

Current price: $53

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$16.8M

Net share flow+403.1K

Purchases8 ($16.8M)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

JANA Partners Management, LP

Purchase

$5.6M

Apr 7

Werner Thomas P.

Sale

$5.4M

Jan 15

JANA Partners Management, LP

Purchase

$4.2M

Apr 13

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership92.7%

13F share flow+2.1%

Investors holding600

+380 adding-363 reducing

103

277

200

163

New 103Inc 277Red 200Closed 163

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$745.5M

+47.5%

PRICE T ROWE ASSOCIATES INC /MD/

$400.1M

-3.4%

JPMORGAN CHASE & CO

$298.8M

+1.9%

STARBOARD VALUE LP

$258.4M

+100.0%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting225

Total shares held28.3M

Share flow-43.4%

37 buying27 selling

161

Buying 37Unchanged 161Selling 27

Top Fund Holders

Fund

Weight

Change

ADAMS DIVERSIFIED EQUITY FUND, INC.

185.4K

44.46%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

LW Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.9/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+100

Institutional Flow

50% weight

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.9/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for LW

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bullish

Strong insider buying in Q2 2026

Major: 8 purchases totaling $16.8M (403.1K shares)

Share volume is 3x+ above the historical average, unusually strong

Notable Recent Transactions, LW

Top 8 highest-value recent insider trades

JANA Partners Management, LP

Director

Buy

136,000 shares at $40.89

Apr 7, 2026$5.56M

Werner Thomas P.

CEO

Sell

69,500 shares at $77.65

Jan 15, 2021$5.40M

JANA Partners Management, LP

Director

Buy

100,000 shares at $42.12

Apr 13, 2026$4.21M

JANA Partners Management, LP

Director

Buy

100,000 shares at $41.41

Apr 8, 2026$4.14M

Werner Thomas P.

CEO

Sell

39,425 shares at $78.93

Apr 12, 2021$3.11M

Werner Thomas P.

CEO

Sell

36,296 shares at $67.37

Aug 2, 2021$2.45M

Craps Jan Eli B

Director

Buy

50,000 shares at $48.65

Feb 6, 2026$2.43M

Werner Thomas P.

CEO

Sell

27,907 shares at $77.89

Apr 12, 2021$2.17M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for LW

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

92.7% institutional ownership

Balanced activity: 380 adding vs 363 reducing

13F shares increased by 1.6%, a modest change

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+117 growing-454 shrinkingNet: -337

391

New (33)

Increased (84)

Reduced (63)

Closed (391)

Top Institutional Holders, LW

Largest 8 institutional positions by ownership percentage as of Q2 2026

DOUGLAS LANE & ASSOCIATES, LLC

1.7M

$72.6M

Ownership

1.21%

+17.6%

PRINCIPAL FINANCIAL GROUP INC

1.2M

$52.4M

Ownership

0.87%

+75.8%

SWEDBANK AB

780.0K

$33.7M

Ownership

0.56%

-6.5%

GOODMAN FINANCIAL CORP

251.7K

$10.9M

Ownership

0.18%

+2.4%

ENVESTNET ASSET MANAGEMENT INC

232.9K

$10.1M

Ownership

0.17%

-67.2%

CITIGROUP INC

216.1K

$9.3M

Ownership

0.16%

-19.8%

CHANNING CAPITAL MANAGEMENT, LLC

208.8K

$9.0M

Ownership

0.15%

+100.0%

NEW YORK STATE COMMON RETIREMENT FUND

196.6K

$8.5M

Ownership

0.14%

-0.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 225 ETFs and mutual funds reporting

37 buying27 sellingNet: +10

161

Buying (37)

Unchanged (161)

Selling (27)

Bullish Signal

Funds accumulating in Q2 2026

225 ETFs and mutual funds reporting

37 buying vs 27 selling (balanced)

Top Fund Holders, LW

Largest 1 ETF and mutual fund positions by shares held as of latest filing

ADAMS DIVERSIFIED EQUITY FUND, INC.

185.4K

Weight

44.46%

No change

Lamb Weston Holdings, Inc.· LW

Holdings Analysis

Insider Trading Activity

1.3Transaction History51Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings109Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History51Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings109Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights