Public record / Tickers / LW

LW — Lamb Weston Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about LW, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
29
all PTR rows naming LW
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-13
filed 2025-02-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Sara Jacobs · $15.0K–$50.0K

Sale · traded 2021-04-09 → filed 2021-05-28. Ranked over every LW row by the provable lower bound, never a point estimate.

No member disclosed LW in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

9 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2025-02-12Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 01-15 +28d$1K–$15K
2024-11-14Gary C. Peters D–MISaleTraded 10-31 +14d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 09-24 +18d$1K–$15K
2021-10-12Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 09-24 +18d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 29 ↗

Members active in LW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed LW in the trailing 12 months.

Congress ↔ notable managers · LW

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $324K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · LAMB WESTON HLDGS INC

Merged timeline of congressional filings and notable-manager moves on LW
DateWhoChangeSize
2026-05-15Starboard Value 13Fnew+6,114,982 sh
2026-05-15Gotham Asset Management 13Fadd+277,644 sh
2026-05-15Bridgewater Associates 13Ftrim−639 sh
2026-05-14Caxton Associates 13Fnew+39,735 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of LW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$745M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$345M1
3VANGUARD CAPITAL MANAGEMENT LLC$264M1
4Starboard Value LP$258M1
5JANA Partners Management, LP$212M1
6STATE STREET CORP$193M1
7DIMENSIONAL FUND ADVISORS LP$116M1
8FMR LLC$95.0M1
9AQR CAPITAL MANAGEMENT LLC$85.7M1
10LONDON CO OF VIRGINIA$83.2M1
11UBS Group AG$75.4M1
12MORGAN STANLEY$69.4M1
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$65.9M1
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$61.4M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$50.6M1
16BARCLAYS PLC$49.4M1
17ROYAL LONDON ASSET MANAGEMENT LTD$45.1M1
18Clarkston Capital Partners, LLC$41.9M1
19NORTHERN TRUST CORP$40.2M1
20JUPITER ASSET MANAGEMENT LTD$39.9M1
21BRANDES INVESTMENT PARTNERS, LP$39.8M1
22VANGUARD FIDUCIARY TRUST CO$36.5M1
23Swedbank AB$35.2M1
24BANK OF AMERICA CORP /DE/$34.1M1
25ENVESTNET ASSET MANAGEMENT INC$30.0M1
26WELLS FARGO & COMPANY/MN$29.2M1
27PRINCIPAL FINANCIAL GROUP INC$29.2M1
28Amundi$24.6M1
29Nuveen, LLC$24.1M1
30HSBC HOLDINGS PLC$21.8M1
31Ensign Peak Advisors, Inc$21.5M1
32PUBLIC SECTOR PENSION INVESTMENT BOARD$21.0M1
33Invesco Ltd.$20.8M1
34AMERICAN CENTURY COMPANIES INC$19.7M1
35Janus Henderson Group Ltd.$18.4M1
36Gotham Asset Management, LLC$17.5M1
37JACOBS LEVY EQUITY MANAGEMENT, INC$16.9M1
38LIBERTY ONE INVESTMENT MANAGEMENT, LLC$16.7M1
39Alberta Investment Management Corp$15.5M1
40DEPRINCE RACE & ZOLLO INC$15.3M1
41UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.4M1
42FIRST TRUST ADVISORS LP$13.8M1
43Legal & General Group Plc$13.5M1
44Cerity Partners LLC$13.5M1
45LPL Financial LLC$13.0M1
46Quantinno Capital Management LP$12.8M1
47UMB Bank, n.a.$12.5M1
48HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$11.9M1
49Empowered Funds, LLC$11.9M1
50SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.5M1
51CITIGROUP INC$11.4M1
52Swiss National Bank$11.0M1
53GRANDFIELD & DODD, LLC$10.7M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.7M1
55ROYAL BANK OF CANADA$8.9M1
56RAYMOND JAMES FINANCIAL INC$8.8M1
57LEVEL FOUR ADVISORY SERVICES, LLC$8.6M1
58Cetera Investment Advisers$8.3M1
59FRONTIER CAPITAL MANAGEMENT CO LLC$7.5M1
60HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.4M1
61Weiss Asset Management LP$6.9M1
62Assenagon Asset Management S.A.$6.8M1
63SHAPIRO CAPITAL MANAGEMENT LLC$6.7M1
64Rodgers Brothers Inc.$6.7M1
65Alyeska Investment Group, L.P.$6.3M1
66Freestone Grove Partners LP$6.3M1
67Kingsview Wealth Management, LLC$6.3M1
68IEQ CAPITAL, LLC$6.3M1
69BERNZOTT CAPITAL ADVISORS$6.1M1
70LEVIN CAPITAL STRATEGIES, L.P.$5.9M1
71HUNTINGTON NATIONAL BANK$5.7M1
72Leeward Investments, LLC - MA$5.5M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.2M1
74First Nebraska Trust Co$5.1M1
75VANGUARD ASSET MANAGEMENT, Ltd$5.1M1
76Schonfeld Strategic Advisors LLC$4.9M1
77Orion Porfolio Solutions, LLC$4.4M1
78Mariner, LLC$4.2M1
79ADAGE CAPITAL PARTNERS GP, L.L.C.$4.2M1
80MAC Alpha Capital Management, LP$4.2M1
81STIFEL FINANCIAL CORP$3.9M1
82CWM, LLC$3.8M1
83BECKER CAPITAL MANAGEMENT INC$3.8M1
84Dana Investment Advisors, Inc.$3.8M1
85Holocene Advisors, LP$3.7M1
86MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.5M1
87GUGGENHEIM CAPITAL LLC$3.5M1
88BANK OF MONTREAL /CAN/$3.4M1
89Verition Fund Management LLC$3.3M1
90Corient Private Wealth LLC$3.2M1
91Creative Planning$3.2M1
92TRILLIUM ASSET MANAGEMENT, LLC$3.2M1
93Bridgefront Capital, LLC$3.1M1
94ALLIANCEBERNSTEIN L.P.$3.1M1
95Edgestream Partners, L.P.$3.1M1
96Soviero Asset Management, LP$3.0M1
97STATE OF WISCONSIN INVESTMENT BOARD$3.0M1
98CANADA PENSION PLAN INVESTMENT BOARD$2.8M1
99PRELUDE CAPITAL MANAGEMENT, LLC$2.7M1
100Aquatic Capital Management LLC$2.7M1
101Vanguard Global Advisers, LLC$2.6M1
102Qube Research & Technologies Ltd$2.6M1
103Quadrature Capital Ltd$2.5M1
104OSAIC HOLDINGS, INC.$2.4M1
105PEAK6 LLC$2.4M1
106IQ EQ FUND MANAGEMENT (IRELAND) Ltd$2.4M1
107CAMBIAR INVESTORS LLC$2.4M1
108Woodline Partners LP$2.3M1
109FIFTH THIRD BANCORP$2.2M1
110SEI INVESTMENTS CO$2.2M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$2.1M1
112MILLENNIUM MANAGEMENT LLC$2.1M1
113State of New Jersey Common Pension Fund D$2.0M1
114WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M1
115OpenArc Corporate Advisory, LLC$2.0M1
116D.A. DAVIDSON & CO.$1.9M1
117GWN SECURITIES INC.$1.9M1
118MERCER GLOBAL ADVISORS INC /ADV$1.8M1
119Expect Equity LLC$1.8M1
120DEUTSCHE BANK AG\$1.8M1
121MONEY CONCEPTS CAPITAL CORP$1.8M1
122GREENWOOD CAPITAL ASSOCIATES LLC$1.8M1
123MEYER HANDELMAN CO$1.8M1
124MML INVESTORS SERVICES, LLC$1.7M1
125CAXTON ASSOCIATES LLP$1.7M1
126US BANCORP \DE\$1.6M1
127Arizona State Retirement System$1.5M1
128AXQ CAPITAL, LP$1.5M1
129IMC-Chicago, LLC$1.5M1
130SIMPLEX TRADING, LLC$1.5M1
131Baird Financial Group, Inc.$1.5M1
132COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
133Tidal Investments LLC$1.4M1
134OPPENHEIMER & CO INC$1.4M1
135Vanguard Investments Australia, Ltd.$1.4M1
136MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.4M1
137HighTower Advisors, LLC$1.4M1
138Seven Six Capital Management, LLC$1.4M1
139OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.3M1
140Walleye Capital LLC$1.3M1
141Bayesian Capital Management, LP$1.3M1
142Texas Yale Capital Corp.$1.3M1
143Inspire Investing, LLC$1.2M1
144EXCHANGE TRADED CONCEPTS, LLC$1.2M1
145ASSETMARK, INC$1.2M1
146TWO SIGMA INVESTMENTS, LP$1.2M1
147Lombard Odier Asset Management (Europe) Ltd$1.2M1
148Arnhold LLC$1.2M1
149Maryland State Retirement & Pension System$1.1M1
150Investors Research Corp$1.1M1
151Focus Partners Wealth$1.1M1
152NOMURA HOLDINGS INC$1.0M1
153Kintayl Capital LP$1.0M1
154NAPLES GLOBAL ADVISORS, LLC$1.0M1
155VICTORY CAPITAL MANAGEMENT INC$929K1
156Pictet Asset Management Holding SA$900K1
157Man Group plc$882K1
158CHOREO, LLC$878K1
159Advisor OS, LLC$865K1
160ProShare Advisors LLC$853K1
161GROUP ONE TRADING LLC$829K1
162Grantham, Mayo, Van Otterloo & Co. LLC$820K1
163Universal- Beteiligungs- und Servicegesellschaft mbH$812K1
164Walleye Trading LLC$766K1
165Gallacher Capital Management LLC$763K1
166NewEdge Advisors, LLC$733K1
167Midwest Trust Co$727K1
168IPG Investment Advisors LLC$703K1
169SAXON INTERESTS, INC.$702K1
170VOYA INVESTMENT MANAGEMENT LLC$696K1
171A&I FINANCIAL SERVICES, LLC$670K1
172WINTON GROUP Ltd$666K1
173Professional Financial Advisors, LLC$651K1
174Composition Wealth, LLC$648K1
175Camelot Portfolios, LLC$634K1
176Point72 Asset Management, L.P.$634K1
177COMMONWEALTH EQUITY SERVICES, LLC$630K1
178Pathstone Holdings, LLC$630K1
179Chicago Partners Investment Group LLC$615K1
180Graham Capital Management, L.P.$605K1
181Rockefeller Capital Management L.P.$592K1
182Focus Partners Advisor Solutions, LLC$589K1
183Carson Advisory Inc.$584K1
184Summit Financial Wealth Advisors, LLC$580K1
185Summit Trail Advisors, LLC$568K1
186Capstone Financial Advisors, Inc.$566K1
187CIBC Asset Management Inc$561K1
188ROMANO BROTHERS AND COMPANY$552K1
189ALKEME WEALTH, LLC$528K1
190Polymer Capital Management (US) LLC$514K1
191ALPS ADVISORS INC$512K1
192XTX Topco Ltd$501K1
193Mitsubishi UFJ Trust & Banking Corp$497K1
194Revisor Wealth Management LLC$492K1
195State of Wyoming$480K1
196Merit Financial Group, LLC$480K1
197KESTRA PRIVATE WEALTH SERVICES, LLC$479K1
198All Terrain Financial Advisors, LLC$473K1
199First National Advisers, LLC$449K1
200OPPENHEIMER ASSET MANAGEMENT INC.$436K1
201Elo Mutual Pension Insurance Co$435K1
202ACORN CREEK CAPITAL LLC$431K1
203Vanguard Personalized Indexing Management, LLC$429K1
204XPONANCE LLC$416K1
205Vontobel Holding Ltd.$415K1
206&PARTNERS$411K1
207OneDigital Investment Advisors LLC$405K1
208Sanctuary Advisors, LLC$400K1
209FOX RUN MANAGEMENT, L.L.C.$396K1
210Swiss Life Asset Management Ltd$395K1
211Jain Global LLC$387K1
212INCEPTIONR LLC$386K1
213TRUIST FINANCIAL CORP$384K1
214BANK OF NOVA SCOTIA$383K1
215ARQ WEALTH ADVISORS, LLC$371K1
216Castle Rock Wealth Management, LLC$366K1
217Institute for Wealth Management, LLC.$360K1
218Fieldview Capital Management, LLC$360K1
219CastleKnight Management LP$355K1
220MIRABELLA FINANCIAL SERVICES LLP$347K1
221AE Wealth Management LLC$343K1
222DRW Securities, LLC$342K1
223TEACHER RETIREMENT SYSTEM OF TEXAS$327K1
224Bridgewater Associates, LP$324K1
225CREDIT AGRICOLE S A$320K1
226DAVENPORT & Co LLC$319K1
227Concurrent Investment Advisors, LLC$318K1
228FRANKLIN RESOURCES INC$316K1
229Utah Retirement Systems$304K1
230EVERGREEN CAPITAL MANAGEMENT LLC$304K1
231Atria Investments, Inc$296K1
232BLAIR WILLIAM & CO/IL$295K1
233MAI Capital Management$292K1
234CI INVESTMENTS INC.$280K1
235FEDERATED HERMES, INC.$279K1
236PRINCIPAL SECURITIES, INC.$275K1
237Morey & Quinn Wealth Partners, LLC$263K1
238O'SHAUGHNESSY ASSET MANAGEMENT, LLC$256K1
239OMERS ADMINISTRATION Corp$255K1
240LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$254K1
241M&T BANK CORP$252K1
242WealthPlan Investment Management, LLC$248K1
243SAGE RHINO CAPITAL LLC$242K1
244NATIXIS$240K1
245BEACON INVESTMENT ADVISORY SERVICES, INC.$239K1
246LAZARD ASSET MANAGEMENT LLC$238K1
247NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$237K1
248Landmark Wealth Management, LLC$232K1
249COMMERCE BANK$230K1
250Pallas Capital Advisors LLC$224K1
251BALYASNY ASSET MANAGEMENT L.P.$222K1
252Hardy Reed LLC$218K1
253PROFUND ADVISORS LLC$218K1
254Steward Partners Investment Advisory, LLC$216K1
255Magnetar Financial LLC$215K1
256CENTRAL TRUST Co$214K1
257HB Wealth Management, LLC$214K1
258IRON Financial LLC$213K1
259Inspire Advisors, LLC$213K1
260Krilogy Financial LLC$212K1
261Sterneck Capital Management, LLC$209K1
262Empirical Finance, LLC$208K1
263Bull Harbor Capital LLC$204K1
264Cresset Asset Management, LLC$202K1
265Allworth Financial LP$173K1
266Financiere des Professionnels - Fonds d'investissement inc.$156K1
267Byrne Asset Management LLC$155K1
268Arax Advisory Partners$147K1
269Signature Equity Partners, LLC$145K1
270Pinnacle Wealth Planning Services, Inc.$131K1
271Leonteq Securities AG$126K1
272BNP Paribas Asset Management Holding S.A.$115K1
273HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$113K1
274Tower Research Capital LLC (TRC)$103K1
275Geneos Wealth Management Inc.$94.8K1
276NOMURA ASSET MANAGEMENT CO LTD$79.4K1
277SWAN Capital LLC$77.1K1
278Federation des caisses Desjardins du Quebec$75.7K1
279Salomon & Ludwin, LLC$66.5K1
280Medallion Wealth Advisors, LLC$54.9K1
281Larson Financial Group LLC$54.4K1
282Eurizon Capital SGR S.p.A.$52.8K1
283BROWN, LISLE/CUMMINGS, INC.$52.7K1
284SJS Investment Consulting Inc.$48.7K1
285Jefferies Financial Group Inc.$42.4K1
286Kimelman & Baird, LLC$42.2K1
287True Wealth Design, LLC$39.1K1
288Bell Investment Advisors, Inc$34.9K1
289Truvestments Capital LLC$33.9K1
290Banque de Luxembourg S.A.$32.9K1
291Pflug Koory, LLC$32.7K1
292Meramec Financial Planners, LLC$30.1K1
293CHILTON CAPITAL MANAGEMENT LLC$28.9K1
294EDMOND DE ROTHSCHILD HOLDING S.A.$28.1K1
295Security National Bank$25.9K1
296Transamerica Financial Advisors, LLC$23.4K1
297JONES FINANCIAL COMPANIES LLLP$22.1K1
298Hartford Financial Management Inc.$19.7K1
299MCF Advisors LLC$19.0K1
300Missouri Trust & Investment Co$18.3K1
301SIGNATUREFD, LLC$18.1K1
302Cache Advisors, LLC$16.9K1
303Global X Japan Co., Ltd.$16.1K1
304Mitsubishi UFJ Asset Management Co., Ltd.$15.4K1
305ALBION FINANCIAL GROUP /UT$14.1K1
306Moisand Fitzgerald Tamayo, LLC$14.1K1
307QUADRANT CAPITAL GROUP LLC$13.5K1
308MATHER GROUP, LLC.$13.5K1
309Lavaca Capital LLC$12.8K1
310Wilmington Savings Fund Society, FSB$12.0K1
311NATIXIS ADVISORS, LLC$11.6K1
312TOMPKINS FINANCIAL CORP$11.2K1
313Triumph Capital Management$11.2K1
314SHP Wealth Management$11.0K1
315AMERIFLEX GROUP, INC.$11.0K1
316Parkside Financial Bank & Trust$10.4K1
317MTM Investment Management, LLC$9.8K1
318Keating Financial Advisory Services, Inc.$9.3K1
319Hickory Point Bank & Trust$9.2K1
320Smartleaf Asset Management LLC$9.1K1
321EASTERN BANK$8.7K1
322CALDWELL SUTTER CAPITAL, INC.$8.5K1
323ALGERT GLOBAL LLC$8.3K1
324DELTA ASSET MANAGEMENT LLC/TN$7.7K1
325North Ridge Wealth Advisors, Inc.$7.6K1
326BOK Financial Private Wealth, Inc.$6.9K1
3273 FACTOR INDEXING, LLC$6.3K1
328CVA Family Office, LLC$6.0K1
329Owl Creek Wealth Partners LLC$6.0K1
330CANADA LIFE ASSURANCE Co$5.9K1
331EFG International AG$5.3K1
332EVOLUTION WEALTH MANAGEMENT INC.$5.0K1
333HM PAYSON & CO$4.9K1
334Blue Trust, Inc.$4.8K1
335MACQUARIE GROUP LTD$4.8K1
336Cassaday & Co Wealth Management LLC$4.6K1
337Activest Wealth Management$4.5K1
338THRIVENT FINANCIAL FOR LUTHERANS$4.4K1
339Grove Bank & Trust$4.2K1
340South Dakota Investment Council$4.1K1
341Quarry LP$3.8K1
342SALEM INVESTMENT COUNSELORS INC$3.7K1
343JPL Wealth Management, LLC$3.7K1
344Clearstead Advisors, LLC$3.3K1
345State of Alaska, Department of Revenue$3.2K1
346Atlantic Union Bankshares Corp$3.2K1
347Mirae Asset Global Investments Co., Ltd.$3.0K1
348Westfuller Advisors, LLC$3.0K1
349INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.8K1
350Atlantic Edge Private Wealth Management, LLC$2.8K1
351Caldwell Trust Co$2.8K1
352JFS WEALTH ADVISORS, LLC$2.7K1
353Clearstead Trust, LLC$2.6K1
354TD Waterhouse Canada Inc.$2.6K1
355Rakuten Securities, Inc.$2.5K1
356Treasurer of the State of North Carolina$2.4K1
357Hilton Head Capital Partners, LLC$2.1K1
358Accordant Advisory Group Inc$1.7K1
359CLEAR INVESTMENT RESEARCH, LLC$1.4K1
360Destiny Wealth Partners, LLC$1.4K1
361Vermillion Wealth Management, Inc.$1.3K1
362Johnson Financial Group, Inc.$1.2K1
363Ankerstar Wealth, LLC$1.1K1
364Sunrise Financial Services, LLC$1.1K1
365Manchester Capital Management LLC$1.1K1
366DiNuzzo Private Wealth, Inc.$1.1K1
367GILPIN WEALTH MANAGEMENT, LLC$1.1K1
368Spire Wealth Management$1.0K1
369Private Wealth Management Group, LLC$8031
370Kilter Group LLC$8031
371Rialto Wealth Management, LLC$6341
372MV CAPITAL MANAGEMENT, INC.$5921
373SkyView Investment Advisors, LLC$4761
374Cromwell Holdings LLC$4651
375ELEVATION WEALTH PARTNERS, LLC$3391
376Clayton Financial Group LLC$3391
377MidFirst Bank$3381
378HFM Investment Advisors, LLC$2961
379Retirement Wealth Solutions LLC$1701
380KBC Group NV$1571
381Godfrey Financial Associates, Inc.$1271
382Quaker Wealth Management, LLC$851
383Valued Wealth Advisors LLC$851
384Legacy Wealth Managment, LLC/ID$851
385WPG Advisers, LLC$851
386HAZLETT, BURT & WATSON, INC.$321
387Smithfield Trust Co$131
388Capital Advisors, Ltd. LLC$61
389Raleigh Capital Management Inc.$21
390Capital Analysts, LLC$11
391Avion Wealth$01
392FIRST NATIONAL BANK OF OMAHA$01
393VANGUARD GROUP INC$01
394GLENMEDE TRUST CO NA$01
395STATE OF MICHIGAN RETIREMENT SYSTEM$01
396SouthState Bank Corp$01
397HARBOUR INVESTMENTS, INC.$01
398HOWARD HUGHES MEDICAL INSTITUTE$01
399MIZUHO SECURITIES USA LLC$01
400CRAWFORD INVESTMENT COUNSEL INC$01
401BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
402INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$01
403PANAGORA ASSET MANAGEMENT INC$01
404TOCQUEVILLE ASSET MANAGEMENT L.P.$01
405COMERICA BANK$01
406MACKENZIE FINANCIAL CORP$01
407NATIONAL BANK OF CANADA /FI/$01
408TORONTO DOMINION BANK$01
409D. E. Shaw & Co., Inc.$01
410SECURIAN ASSET MANAGEMENT, INC$01
411RENAISSANCE TECHNOLOGIES LLC$01
412ING GROEP NV$01
413Ameritas Investment Partners, Inc.$01
414TD ASSET MANAGEMENT INC$01
415CIBC WORLD MARKETS CORP$01
416Carlson Capital, L.P.$01
417Asset Management One Co., Ltd.$01
418PARK AVENUE SECURITIES LLC$01
419ARISTEIA CAPITAL, L.L.C.$01
420ZACKS INVESTMENT MANAGEMENT$01
421LOGAN CAPITAL MANAGEMENT INC$01
422ALLIANZ SE$01
423FIRST COMMUNITY TRUST NA$01
424NEW YORK LIFE INVESTMENT MANAGEMENT LLC$01
425TRUST CO OF VERMONT$01
426STEVENS CAPITAL MANAGEMENT LP$01
427PRUDENTIAL FINANCIAL INC$01
428ALPINE WOODS CAPITAL INVESTORS, LLC$01
429CIBC Private Wealth Group LLC$01
430Cadence Bank$01
431NORGES BANK$01
432Boston Partners$01
433Rafferty Asset Management, LLC$01
434J.W. COLE ADVISORS, INC.$01
435CIBC WORLD MARKET INC.$01
436Capital Research Global Investors$01
437CITADEL ADVISORS LLC$01
438CAPSTONE INVESTMENT ADVISORS, LLC$01
439DekaBank Deutsche Girozentrale$01
440Chevy Chase Trust Holdings, LLC$01
441Daiwa Securities Group Inc.$01
442ArrowMark Colorado Holdings LLC$01
443Norinchukin Bank, The$01
444Carnegie Investment Counsel$01
445SRH ADVISORS, LLC$01
446Brevan Howard Capital Management LP$01
447Parallax Volatility Advisers, L.P.$01
448SUMMIT SECURITIES GROUP LLC$01
449Twin Tree Management, LP$01
450BANQUE PICTET & CIE SA$01
451Alphadyne Asset Management LP$01
452Candriam S.C.A.$01
453Retirement Systems of Alabama$01
454JANE STREET GROUP, LLC$01
455MUFG Securities EMEA plc$01
45613D Management LLC$01
457ARMISTICE CAPITAL, LLC$01
458Moors & Cabot, Inc.$01
459Caprock Group, LLC$01
460MAGNOLIA GROUP, LLC$01
461Engineers Gate Manager LP$01
462FINANCIAL CONSULATE, INC$01
463NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$01
464Trexquant Investment LP$01
465Versor Investments LP$01
466World Investment Advisors$01
467MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$01
468Caption Management, LLC$01
469AlphaCore Capital LLC$01
470Garner Asset Management Corp$01
471Aberdeen Group plc$01
472Fluent Financial, LLC$01
473Shay Capital LLC$01
474Murphy, Middleton, Hinkle & Parker, Inc.$01
475FOUNDATIONS INVESTMENT ADVISORS, LLC$01
476Machina Capital S.A.S.$01
477Global Retirement Partners, LLC$01
478HHM Wealth Advisors, LLC$01
479One68 Global Capital, LLC$01
480EASTERLY INVESTMENT PARTNERS LLC$01
481Inscription Capital, LLC$01
482TWINBEECH CAPITAL LP$01
483Prestige Wealth Management Group LLC$01
484Y-Intercept (Hong Kong) Ltd$01
485Matrix Trust Co$01
486Brooklyn Investment Group$01
487Mizuho Markets Cayman LP$01
488Concord Wealth Partners$01
489Kestra Advisory Services, LLC$01
49044 WEALTH MANAGEMENT LLC$01
491DV EQUITIES, LLC$01
492Koss-Olinger Consulting, LLC$01
493TUCKER ASSET MANAGEMENT LLC$01
494AlphaQuest LLC$01
495Allspring Global Investments Holdings, LLC$01
496PharVision Advisers, LLC$01
497Czech National Bank$01
498SageView Advisory Group, LLC$01
499ARMSTRONG ADVISORY GROUP, INC$01
500Signature Resources Capital Management, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LW

RETAINED WINDOW · ACTIVE HITS

Zero hits on LW in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for LW · financials and macro

Financials — as filed PLANNED

LW's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LW on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing