LWNYSECanned, Frozen & Preservd Fruit, Veg & Food SpecialtiesFiscal year ends May 31
Lamb Weston Holdings, Inc.
Financials through Q1 FY2027, quarter ended Aug 30, 2026Last filing: 10-Q on Oct 6, 2026
$53.44−0.15 (-0.28%)
Close on Oct 19, 2026
- Market cap
- $7.38B
- P/E (TTM)
- 29.0
- Dividend yield
- 2.81%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.8%
130M of 137M shares
Institutional holders
556
77 new, 79 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
10 buys · 0 sales
Net bought $19.42M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 9,824,721 | 7.10% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 8,192,863 | 5.89% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 7,770,029 | 5.40% | 13G (passive) | Mar 31, 2025 |
| Vanguard Capital Management | 7,297,371 | 5.25% | 13G (passive) | Mar 31, 2026 |
| JPMorgan Chase & Co. | 7,070,793 | 5.00% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 16,348,630 | 11.80% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,912,375 | 12.30% | $730.28M | −728,358 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 9,167,460 | 6.67% | $395.85K | −299,721 | 0.04% |
| Vanguard Portfolio Management LLC | 8,039,041 | 5.85% | $347.13M | −132,347 | 0.02% |
| JPMorgan Chase & Co | 7,114,830 | 5.18% | $314.10M | −181,134 | 0.02% |
| Vanguard Capital Management LLC | 5,995,487 | 4.36% | $258.89M | −244,371 | 0.01% |
| Starboard Value LP | 5,733,982 | 4.17% | $247.59M | −381,000 | 5.47% |
| JANA Partners Management, LP | 5,394,635 | 3.92% | $232.94M | +386,000 | 12.25% |
| Aqr Capital Management LLC | 4,927,106 | 3.58% | $212.75M | +2,830,882 | 0.07% |
| State Street Corp | 4,869,644 | 3.54% | $210.27M | +294,120 | 0.01% |
| FMR LLC | 3,822,123 | 2.78% | $165.04M | +1,575,145 | 0.01% |
| Continental Grain Co | 3,569,080 | 2.60% | $154.11M | +935,000 | 34.38% |
| Dimensional Fund Advisors LP | 3,345,828 | 2.43% | $144.49M | +603,620 | 0.03% |
| Norges Bank | 2,456,090 | 1.79% | $106.05M | New | 0.01% |
| Geode Capital Management, LLC | 2,342,274 | 1.70% | $101.17M | −26,330 | 0.01% |
| BROOKFIELD Corp /ON/ | 2,226,311 | 1.62% | $96.13M | – | 0.12% |
| Douglas Lane & Associates, LLC | 1,682,355 | 1.22% | $72.64M | +251,726 | 0.99% |
| Morgan Stanley | 1,563,242 | 1.14% | $67.50M | −79,175 | 0.00% |
| Nomura Asset Management International Inc. | 1,516,642 | 1.10% | $65.49M | −43,166 | 0.10% |
| Goldman Sachs Group Inc | 1,511,691 | 1.10% | $65.27M | +784,367 | 0.01% |
| Jupiter Asset Management Ltd | 1,244,438 | 0.91% | $53.73M | +301,112 | 0.27% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 556 | 130M | 94.8% | 77 / 189 | 191 / 79 | 16M | 14M |
| Q1 2026 | 566 | 129M | 93.8% | 107 / 174 | 192 / 157 | 45M | 27M |
| Q4 2025 | 626 | 127M | 92.7% | 112 / 213 | 186 / 97 | 25M | 21M |
| Q3 2025 | 625 | 124M | 90.0% | 86 / 189 | 235 / 73 | 15M | 21M |
| Q2 2025 | 622 | 129M | 94.1% | 91 / 205 | 222 / 93 | 15M | 21M |
| Q1 2025 | 633 | 136M | 99.0% | 83 / 198 | 243 / 140 | 21M | 28M |
| Q4 2024 | 702 | 143M | 100.0% | 121 / 212 | 257 / 94 | 30M | 18M |
| Q3 2024 | 687 | 132M | 95.7% | 97 / 234 | 244 / 155 | 43M | 45M |
| Q2 2024 | 755 | 143M | 100.0% | 123 / 273 | 233 / 142 | 30M | 22M |
| Q1 2024 | 789 | 136M | 98.7% | 108 / 260 | 267 / 82 | 17M | 14M |
| Q4 2023 | 770 | 133M | 96.4% | 118 / 233 | 277 / 92 | 22M | 17M |
| Q3 2023 | 752 | 127M | 92.6% | 86 / 248 | 269 / 106 | 15M | 15M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LW | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8,318,109 | 6.05% | $359.18M | 0.32% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 4,602,298 | 3.35% | $198.73M | 1.21% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,164,833 | 3.03% | $179.84M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,009,092 | 2.19% | $129.93M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,905,592 | 1.39% | $82.28M | 0.12% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,583,688 | 1.15% | $68.38M | 0.07% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,266,268 | 0.92% | $54.68M | 0.32% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,188,621 | 0.86% | $51.32M | 0.64% | Jun 30, 2026 |
| Fidelity Series Large Cap Stock Fund | 894,491 | 0.65% | $38.62M | 0.13% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 877,400 | 0.64% | $37.89M | 0.02% | May 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 789,030 | 0.57% | $34.07M | 0.30% | Jun 30, 2026 |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | 720,197 | 0.52% | $31.10M | 0.64% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 714,004 | 0.52% | $30.83M | 0.07% | May 31, 2026 |
| Vanguard Consumer Staples Index Fund | 699,768 | 0.51% | $30.22M | 0.33% | May 31, 2026 |
| Fidelity Growth and Income Portfolio | 615,000 | 0.45% | $32.32M | 0.22% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Jared Smith | President and CEO, Director | 178,423 | 0.13% | Aug 5, 2026 |
| Jan Eli B. Craps | Executive Chair, Director | 689,169 | 0.50% | Jul 30, 2026 |
| Thomas P. Werner | PRESIDENT AND CEO, Director | 394,005 | 0.29% | Dec 20, 2024 |
| Eryk J. Spytek | GEN COUNSEL & CHIEF COMPL OFF | 57,496 | 0.04% | Aug 5, 2026 |
| Gregory W. Jones | VP AND CONTROLLER | 11,859 | 0.01% | Aug 5, 2026 |
| Marc Schroeder | PRESIDENT, INTERNATIONAL | 44,110 | 0.03% | Aug 5, 2026 |
| Sylvia Wilks | Chief Supply Chain Officer | 42,403 | 0.03% | Aug 5, 2026 |
| Steven J. Younes | CHIEF HUMAN RESOURCES OFFICER | 44,855 | 0.03% | Aug 5, 2026 |
| Michael Christopher Crowley | President, North America | 32,257 | 0.02% | Aug 5, 2026 |
| James D. Gray | Chief Financial Officer | 101,444 | 0.07% | Jul 30, 2026 |
| Amit Philip | Chief Strategy/Tech Officer | 38,686 | 0.03% | Jul 30, 2026 |
| Benjamin Heselton | Chief Information Officer | 13,844 | 0.01% | Feb 6, 2026 |
| Bernadette M. Madarieta | CHIEF FINANCIAL OFFICER | 37,995 | 0.03% | Aug 7, 2025 |
| Sharon L. Miller | PRESIDENT, NORTH AMERICA | 52,059 | 0.04% | Dec 20, 2024 |
| JANA Partners Management, LP | Director | 10,406,499 | 7.57% | Apr 15, 2026 |
| Norman Prestage | Director | 9,482 | 0.01% | Apr 8, 2026 |
| Peter J. Bensen | Director | 37,697 | 0.03% | Apr 7, 2026 |
| Paul T. Maass | Director | 5,461 | 0.00% | Oct 3, 2025 |
| Lawrence Erik Kurzius | Director | 5,461 | 0.00% | Oct 3, 2025 |
| Bradley A. Alford | Director | 26,210 | 0.02% | Oct 3, 2025 |
| Andre J. Hawaux | Director | 53,759 | 0.04% | Oct 3, 2025 |
| Timothy R. McLevish | Director | 55,961 | 0.04% | Oct 3, 2025 |
| Hala G. Moddelmog | Director | 23,568 | 0.02% | Oct 3, 2025 |
| Robert Coviello | Director | 17,991 | 0.01% | Oct 3, 2025 |
| Ruth Kimmelshue | Director | 5,461 | 0.00% | Oct 3, 2025 |
| Scott Ostfeld | Director | 0 | – | Jul 24, 2025 |
| Robert A. Niblock | Director | 26,406 | 0.02% | Jan 14, 2025 |
| William G. Jurgensen | Director | 181,250 | 0.13% | Dec 23, 2024 |
| Charles A. Blixt | Director | 22,982 | 0.02% | Dec 23, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sylvia Wilks Chief Supply Chain Officer | Aug 4, 2026 | Tax withholding | −2,223 | $53.18 | $118.22K | 42,403 |
| Marc Schroeder PRESIDENT, INTERNATIONAL | Aug 4, 2026 | Tax withholding | −3,492 | $53.18 | $185.70K | 44,110 |
| Eryk J. Spytek GEN COUNSEL & CHIEF COMPL OFF | Aug 4, 2026 | Tax withholding | −3,820 | $53.18 | $203.15K | 32,174 |
| Gregory W. Jones VP AND CONTROLLER | Aug 4, 2026 | Tax withholding | −619 | $53.18 | $32.92K | 11,859 |
| Michael Jared Smith President and CEO, Director | Aug 4, 2026 | Tax withholding | −9,441 | $53.18 | $502.07K | 178,423 |
| Michael Christopher Crowley President, North America | Aug 4, 2026 | Tax withholding | −1,805 | $53.18 | $95.99K | 32,257 |
| Steven J. Younes CHIEF HUMAN RESOURCES OFFICER | Aug 4, 2026 | Tax withholding | −1,498 | $53.18 | $79.66K | 44,855 |
| Amit Philip Chief Strategy/Tech Officer | Jul 28, 2026 | Award | +8,788 | – | – | 38,686 |
| Sylvia Wilks Chief Supply Chain Officer | Jul 28, 2026 | Award | +8,971 | – | – | 44,626 |
| Michael Christopher Crowley President, North America | Jul 28, 2026 | Award | +8,422 | – | – | 34,062 |
| James D. Gray Chief Financial Officer | Jul 28, 2026 | Award | +16,111 | – | – | 101,444 |
| Marc Schroeder PRESIDENT, INTERNATIONAL | Jul 28, 2026 | Award | +8,422 | – | – | 47,601 |
| Gregory W. Jones VP AND CONTROLLER | Jul 28, 2026 | Award | +2,746 | – | – | 12,477 |
| Steven J. Younes CHIEF HUMAN RESOURCES OFFICER | Jul 28, 2026 | Award | +6,957 | – | – | 46,353 |
| Michael Jared Smith President and CEO, Director | Jul 28, 2026 | Award | +45,770 | – | – | 187,863 |
| Eryk J. Spytek GEN COUNSEL & CHIEF COMPL OFF | Jul 28, 2026 | Award | +8,788 | – | – | 35,993 |
| Jan Eli B. Craps Executive Chair, Director | Jul 28, 2026 | Award | +68,656 | – | – | 689,169 |
| Eryk J. Spytek GEN COUNSEL & CHIEF COMPL OFF | Jul 14, 2026 | Award | +2,354 | – | – | 29,516 |
| Eryk J. Spytek GEN COUNSEL & CHIEF COMPL OFF | Jul 14, 2026 | Tax withholding | −2,311 | $46.50 | $107.46K | 27,205 |
| Marc Schroeder PRESIDENT, INTERNATIONAL | Jul 14, 2026 | Award | +2,417 | – | – | 40,533 |
| Marc Schroeder PRESIDENT, INTERNATIONAL | Jul 14, 2026 | Tax withholding | −1,354 | $46.50 | $62.96K | 39,179 |
| Michael Jared Smith President and CEO, Director | Jul 14, 2026 | Award | +3,942 | – | – | 144,338 |
| Michael Jared Smith President and CEO, Director | Jul 14, 2026 | Tax withholding | −2,245 | $46.50 | $104.39K | 142,093 |
| Gregory W. Jones VP AND CONTROLLER | Jul 14, 2026 | Tax withholding | −61 | $46.50 | $2.84K | 9,731 |
| Gregory W. Jones VP AND CONTROLLER | Jul 14, 2026 | Award | +209 | – | – | 9,792 |
| Steven J. Younes CHIEF HUMAN RESOURCES OFFICER | Jul 14, 2026 | Tax withholding | −468 | $46.50 | $21.76K | 39,396 |
| Steven J. Younes CHIEF HUMAN RESOURCES OFFICER | Jul 14, 2026 | Award | +1,576 | – | – | 39,864 |
| Michael Christopher Crowley President, North America | Jul 14, 2026 | Tax withholding | −113 | $46.50 | $5.25K | 25,640 |
| Michael Christopher Crowley President, North America | Jul 14, 2026 | Award | +378 | – | – | 25,753 |
| James D. Gray Chief Financial Officer | May 11, 2026 | Award | +15,096 | – | – | 84,837 |
| James D. Gray Chief Financial Officer | May 11, 2026 | Buy | +5,000 | $40.90 | $204.50K | 69,741 |
| James D. Gray Chief Financial Officer | May 11, 2026 | Buy | +5,000 | $40.95 | $204.75K | 64,741 |
| Amit Philip Chief Strategy Officer | May 8, 2026 | Award | +29,631 | – | – | 29,631 |
| James D. Gray Chief Financial Officer | Apr 27, 2026 | Buy | +4,556 | $43.85 | $199.78K | 59,741 |
| JANA Partners Management, LP Director | Apr 15, 2026 | Buy | +50,000 | $43.19 | $2.16M | 5,398,980 |
| JANA Partners Management, LP Director | Apr 13, 2026 | Buy | +100,000 | $42.12 | $4.21M | 5,348,980 |
| Marc Schroeder PRESIDENT, INTERNATIONAL | Apr 11, 2026 | Tax withholding | −6,084 | $42.19 | $256.68K | 37,857 |
| James D. Gray Chief Financial Officer | Apr 10, 2026 | Award | +54,985 | – | – | 55,185 |
| JANA Partners Management, LP Director | Apr 8, 2026 | Buy | +100,000 | $41.41 | $4.14M | 5,248,980 |
| JANA Partners Management, LP Director | Apr 7, 2026 | Buy | +136,000 | $40.89 | $5.56M | 5,148,980 |
| Norman Prestage Director | Apr 7, 2026 | Buy | +2,500 | $41.40 | $103.50K | 9,482 |
| Peter J. Bensen Director | Apr 6, 2026 | Buy | +5,000 | $39.45 | $197.25K | 17,204 |
| Jan Eli B. Craps Executive Chair, Director | Feb 6, 2026 | Buy | +50,000 | $48.65 | $2.43M | 300,000 |
| Jan Eli B. Craps Executive Chair, Director | Feb 6, 2026 | Award | +317,647 | – | – | 617,647 |
| Sylvia Wilks Chief Supply Chain Officer | Feb 6, 2026 | Award | +13,680 | – | – | 35,236 |
| Benjamin Heselton Chief Information Officer | Feb 6, 2026 | Award | +8,208 | – | – | 13,844 |
| Michael Christopher Crowley President, North America | Feb 6, 2026 | Award | +13,680 | – | – | 25,100 |
| Steven J. Younes CHIEF HUMAN RESOURCES OFFICER | Feb 6, 2026 | Award | +13,680 | – | – | 37,976 |
| Eryk J. Spytek GEN COUNSEL & CHIEF COMPL OFF | Feb 6, 2026 | Award | +11,726 | – | – | 26,800 |
| Marc Schroeder PRESIDENT, INTERNATIONAL | Feb 6, 2026 | Award | +13,680 | – | – | 43,727 |
| Michael Jared Smith President and CEO, Director | Feb 6, 2026 | Award | +29,314 | – | – | 139,337 |
| JANA Partners Management, LP Director | Oct 2, 2025 | Award | +4,345 | – | – | 5,012,980 |
| Peter J. Bensen Director | Oct 2, 2025 | Award | +4,345 | – | – | 20,146 |
| Timothy R. McLevish Director | Oct 2, 2025 | Award | +4,345 | – | – | 55,961 |
| Ruth Kimmelshue Director | Oct 2, 2025 | Award | +4,345 | – | – | 5,461 |
| Lawrence Erik Kurzius Director | Oct 2, 2025 | Award | +4,345 | – | – | 5,461 |
| Hala G. Moddelmog Director | Oct 2, 2025 | Award | +4,345 | – | – | 23,568 |
| Paul T. Maass Director | Oct 2, 2025 | Award | +4,345 | – | – | 5,461 |
| Bradley A. Alford Director | Oct 2, 2025 | Award | +5,551 | – | – | 6,977 |
| Gregory W. Jones VP AND CONTROLLER | Oct 2, 2025 | Sale | −1,600 | $62.48 | $99.97K | 9,475 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| W. Jones Gregory Officer | Oct 2, 2025 | 1,600 | $99.97K | Oct 2, 2025 | Vesting of Stock Awards |
| Sukshma Rajagopalan Former Officer | Oct 31, 2024 | 2,719 | $212.08K | Oct 31, 2024 | Vesting of Stock Awards |
| Gerardo Scheufler Former Officer | Nov 13, 2023 | 16,225 | $1.57M | Nov 13, 2023 | Vesting of a Stock Award |
| Eryk J. Spytek Officer | Aug 2, 2023 | 6,319 | $652.31K | Aug 2, 2023 | PERFORMANCE STOCK UNIT VEST |
| Sharon L. Miller Officer | May 19, 2023 | 4,350 | $500.25K | May 19, 2023 | Performance Share Payment |