507 tracked 13F filers disclose a position in LW as of the latest SEC 13F filings, a combined $5.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $745.5M | 17.6M | ▲+47% Added · +5.6M sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $400.1M | 9.5M | ▼−3.6% Reduced · −358K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $345.3M | 8.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $298.8M | 7.3M | ▲+1.6% Added · +113K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $263.7M | 6.2M | →First observed position No prior filed position | Q1 2026 | |
| 6 | Starboard Value LP | $258.4M | 6.1M | ▲New +6.1M sh | Q1 2026 | |
| 7 | JANA Partners Management, LP | $211.7M | 5.0M | —Held | Q1 2026 | |
| 8 | STATE STREET CORP | $210.3M | 4.9M | ▲+6.4% Added · +294K sh | Q2 2026 | |
| 9 | CONTINENTAL GRAIN CO | $154.1M | 3.6M | ▲+35% Added · +935K sh | Q2 2026 | |
| 10 | NORGES BANK | $125.7M | 3.0M | ▲+30% Added · +697K sh | Q4 2025 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $115.9M | 2.7M | ▲+28% Added · +601K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $101.2M | 2.3M | ▼−1.1% Reduced · −26K sh | Q2 2026 | |
| 13 | FMR LLC | $95.0M | 2.2M | ▲+251% Added · +1.6M sh | Q1 2026 | |
| 14 | BROOKFIELD Corp /ON/ | $94.1M | 2.2M | —Held | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $85.7M | 2.1M | ▲+362% Added · +1.6M sh | Q1 2026 | |
| 16 | LONDON CO OF VIRGINIA | $83.2M | 2.0M | ▼−5.2% Reduced · −109K sh | Q1 2026 | |
| 17 | UBS Group AG | $75.4M | 1.8M | ▲+56% Added · +637K sh | Q1 2026 | |
| 18 | Douglas Lane & Associates, LLC | $72.6M | 1.7M | ▲+18% Added · +252K sh | Q2 2026 | |
| 19 | MORGAN STANLEY | $69.4M | 1.6M | ▼−13% Reduced · −239K sh | Q1 2026 | |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $61.4M | 1.5M | ▲+351% Added · +1.1M sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $50.8M | 1.2M | ▼−11% Reduced · −155K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.6M | 1.2M | ▼−7.5% Reduced · −98K sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $49.4M | 1.2M | ▲+4.2% Added · +47K sh | Q1 2026 | |
| 24 | ROYAL LONDON ASSET MANAGEMENT LTD | $46.5M | 1.1M | ▲+1.0% Added · +10K sh | Q2 2026 | |
| 25 | NORTHERN TRUST CORP | $40.2M | 952K | ▼−18% Reduced · −215K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in LW and 25 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 280 funds | $239.4B |
| AMAZON.COM INCAMZN | 276 funds | $182.8B |
| META PLATFORMS INC-CLASS AMETA | 273 funds | $99.4B |
| ALPHABET INC-CL AGOOGL | 272 funds | $143.4B |
| NVIDIA CORPNVDA | 271 funds | $347.8B |
| APPLE INCAAPL | 269 funds | $266.7B |
| JPMORGAN CHASE & COJPM | 267 funds | $53.0B |
| BROADCOM INCAVGO | 264 funds | $140.3B |
| ALPHABET INC-CL CGOOG | 263 funds | $113.9B |
| ELI LILLY & COLLY | 262 funds | $70.8B |
| JOHNSON & JOHNSONJNJ | 261 funds | $42.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 260 funds | $34.1B |
Ranked by how many of LW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 11, 2026 | Gray James D | Chief Financial Officer | Buy (P) | 5K | $205K |
| May 11, 2026 | Gray James D | Chief Financial Officer | Buy (P) | 5K | $205K |
| Apr 27, 2026 | Gray James D | Chief Financial Officer | Buy (P) | 5K | $200K |
| Apr 15, 2026 | JANA Partners Management, LP | Director | Buy (P) | 50K | $2.2M |
| Apr 13, 2026 | JANA Partners Management, LP | Director | Buy (P) | 100K | $4.2M |
| Apr 8, 2026 | JANA Partners Management, LP | Director | Buy (P) | 100K | $4.1M |
| Apr 7, 2026 | JANA Partners Management, LP | Director | Buy (P) | 136K | $5.6M |
| Apr 7, 2026 | Prestage Norman | Director | Buy (P) | 3K | $104K |
| Apr 6, 2026 | Bensen Peter J | Director | Buy (P) | 5K | $197K |
| Feb 6, 2026 | Craps Jan Eli B | Executive Chair, Director | Buy (P) | 50K | $2.4M |
| Oct 2, 2025 | Jones Gregory W | VP AND CONTROLLER | Sell (S) | 2K | $100K |
| Jan 13, 2025 | NIBLOCK ROBERT A | Director | Buy (P) | 3K | $183K |
| Class | 13F holders | Value held |
|---|---|---|
| LWthis pagecs | 507 funds | $5.4B |
| 513272AD6Corporate Bond - Domestic | 1 funds | $143K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for LW
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LW/capital-change-brief"
Use Arkolith's capital_change_brief for LW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.