Filing Research | LW - LAMB WESTON HOLDINGS INC Institutional Holdings

Snapshot holdings

50 / 127 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	1.7MSH	$72.6M
2	Swedbank AB	Shares	780.0KSH	$33.7M
3	Assenagon Asset Management S.A.	Shares	169.0KSH	$7.3M
4	BERNZOTT CAPITAL ADVISORS	Shares	96.0KSH	$4.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	77.9KSH	$3.3M
6	Louisiana State Employees Retirement System	Shares	60.5KSH	$2.6M
7	Police & Firemen's Retirement System of New Jersey	Shares	59.1KSH	$2.6M
8	KEATING INVESTMENT COUNSELORS INC	Shares	57.3KSH	$2.5M
9	D.A. DAVIDSON & CO.	Shares	48.8KSH	$2.1M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	46.5KSH	$2.0M
11	Y-Intercept (Hong Kong) Ltd	Shares	46.1KSH	$2.0M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	39.9KSH	$1.7M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	32.7KSH	$1.4M
14	Investors Research Corp	Shares	25.4KSH	$1.1M
15	NAPLES GLOBAL ADVISORS, LLC	Shares	24.8KSH	$1.1M
16	Oak Thistle LLC	Shares	21.7KSH	$937.2K
17	Merit Financial Group, LLC	Shares	18.1KSH	$782.3K
18	A&I FINANCIAL SERVICES, LLC	Shares	18.0KSH	$778.3K
19	Camelot Portfolios, LLC	Shares	15.0KSH	$647.7K
20	Composition Wealth, LLC	Shares	14.0KSH	$603.9K
21	Summit Financial Wealth Advisors, LLC	Shares	13.7KSH	$592.7K
22	Gallacher Capital Management LLC	Shares	13.7KSH	$589.7K
23	ROMANO BROTHERS AND COMPANY	Shares	12.4KSH	$536.8K
24	ALKEME WEALTH, LLC	Shares	12.4KSH	$533.8K
25	Revisor Wealth Management LLC	Shares	11.6KSH	$502.6K
26	First National Advisers, LLC	Shares	10.3KSH	$442.8K
27	Sivia Capital Partners, LLC	Shares	10.1KSH	$436.9K
28	Castle Rock Wealth Management, LLC	Shares	9.3KSH	$414.7K
29	Walser Wealth Management Company, A Ltd Liability Co	Shares	8.0KSH	$346.9K
30	DAVENPORT & Co LLC	Shares	7.8KSH	$337.6K
31	Yorktown Management & Research Co Inc	Shares	7.2KSH	$310.9K
32	NorthCrest Asset Manangement, LLC	Shares	6.8KSH	$306.6K
33	IFP Advisors, Inc	Shares	6.8KSH	$295.7K
34	LANARK FINANCIAL, INC.	Shares	6.5KSH	$280.5K
35	EverSource Wealth Advisors, LLC	Shares	6.4KSH	$278.3K
36	WADDELL & ASSOCIATES, LLC	Shares	6.4KSH	$275.2K
37	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	6.2KSH	$265.9K
38	IRON Financial LLC	Shares	5.4KSH	$233.8K
39	Apollon Wealth Management, LLC	Shares	4.9KSH	$209.8K
40	MFA WEALTH ADVISORS, LLC	Shares	4.7KSH	$201.6K
41	Farther Finance Advisors, LLC	Shares	4.0KSH	$172.6K
42	GAMMA Investing LLC	Shares	2.8KSH	$119.9K
43	FIRST FINANCIAL CORP /IN/	Shares	1.4KSH	$58.9K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	1.3KSH	$54.9K
45	True Wealth Design, LLC	Shares	1.1KSH	$49.4K
46	SJS Investment Consulting Inc.	Shares	1.1KSH	$46.3K
47	Banque de Luxembourg S.A.	Shares	779SH	$33.6K
48	Pflug Koory, LLC	Shares	774SH	$33.4K
49	AdvisorNet Financial, Inc	Shares	737SH	$31.8K
50	SBI Securities Co., Ltd.	Shares	662SH	$28.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 136 loaded

#		Instrument
1	Douglas Lane & Associates, LLC added	Shares	+251.7K	+$12.2M	$72.6M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+46.1K	+$2.0M	$2.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+27.3K	+$1.3M	$3.3M
4	Oak Thistle LLC new	Shares	+21.7K	+$937.2K	$937.2K
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+17.3K	+$774.4K	$2.0M
6	Assenagon Asset Management S.A. added	Shares	+8.4K	+$510.0K	$7.3M
7	Sivia Capital Partners, LLC new	Shares	+10.1K	+$436.9K	$436.9K
8	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+8.0K	+$346.9K	$346.9K
9	NorthCrest Asset Manangement, LLC new	Shares	+6.8K	+$306.6K	$306.6K
10	Merit Financial Group, LLC added	Shares	+6.7K	+$301.8K	$782.3K
11	WADDELL & ASSOCIATES, LLC new	Shares	+6.4K	+$275.2K	$275.2K
12	Apollon Wealth Management, LLC new	Shares	+4.9K	+$209.8K	$209.8K
13	MFA WEALTH ADVISORS, LLC new	Shares	+4.7K	+$201.6K	$201.6K
14	D.A. DAVIDSON & CO. added	Shares	+2.9K	+$167.7K	$2.1M
15	IFP Advisors, Inc added	Shares	+3.7K	+$162.7K	$295.7K
16	KEATING INVESTMENT COUNSELORS INC added	Shares	+2.1K	+$142.5K	$2.5M
17	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$128.7K	$2.6M
18	A&I FINANCIAL SERVICES, LLC added	Shares	+2.2K	+$108.4K	$778.3K
19	LANARK FINANCIAL, INC. added	Shares	+2.0K	+$90.3K	$280.5K
20	NAPLES GLOBAL ADVISORS, LLC added	Shares	+905	+$61.0K	$1.1M
21	Castle Rock Wealth Management, LLC unchanged	Shares	0	+$48.3K	$414.7K
22	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+505	+$27.0K	$265.9K
23	GAMMA Investing LLC added	Shares	+516	+$24.4K	$119.9K
24	IRON Financial LLC added	Shares	+378	+$21.0K	$233.8K
25	DAVENPORT & Co LLC added	Shares	+265	+$18.4K	$337.6K
26	Atlatl Advisers LLC new	Shares	+373	+$16.1K	$16.1K
27	Camelot Portfolios, LLC unchanged	Shares	0	+$13.8K	$647.7K
28	Summit Financial Wealth Advisors, LLC unchanged	Shares	0	+$12.6K	$592.7K
29	Wealth Enhancement Trust Services, Inc. new	Shares	+278	+$12.0K	$12.0K
30	Revisor Wealth Management LLC unchanged	Shares	0	+$10.7K	$502.6K
31	True Wealth Design, LLC added	Shares	+218	+$10.3K	$49.4K
32	Louisiana State Employees Retirement System trimmed	Shares	-1.1K	+$9.2K	$2.6M
33	Vermillion Wealth Management, Inc. added	Shares	+190	+$8.2K	$9.5K
34	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-701	+$7.1K	$1.7M
35	Yorktown Management & Research Co Inc unchanged	Shares	0	+$6.6K	$310.9K
36	ALKEME WEALTH, LLC trimmed	Shares	-135	+$5.7K	$533.8K
37	Global X Japan Co., Ltd. added	Shares	+84	+$4.0K	$20.1K
38	High Note Wealth, LLC new	Shares	+87	+$3.8K	$3.8K
39	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+40	+$2.9K	$54.9K
40	Bogart Wealth, LLC added	Shares	+53	+$2.5K	$12.0K
41	HIGHLINE WEALTH PARTNERS LLC added	Shares	+51	+$2.3K	$4.6K
42	JFS WEALTH ADVISORS, LLC added	Shares	+47	+$2.1K	$4.8K
43	Princeton Global Asset Management LLC new	Shares	+33	+$1.4K	$1.4K
44	LifeSteps Financial, Inc. new	Shares	+31	+$1.4K	$1.4K
45	Creative Capital Management Investments LLC new	Shares	+30	+$1.3K	$1.3K
46	FIRST FINANCIAL CORP /IN/ unchanged	Shares	0	+$1.3K	$58.9K
47	Cromwell Holdings LLC added	Shares	+27	+$1.2K	$1.6K
48	AdvisorNet Financial, Inc added	Shares	+7	+$957	$31.8K
49	Cape Investment Advisory, Inc. new	Shares	+21	+$907	$907
50	WEST PACES ADVISORS INC. new	Shares	+19	+$820	$820

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