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ARW · LRCX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ARWLRCX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ARW
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterARWLRCX
Q3 20207 holders, $537mnone listed holders, n.a.
Q4 20207 holders, $570mnone listed holders, n.a.
Q1 20217 holders, $451mnone listed holders, n.a.
Q2 20216 holders, $401mnone listed holders, n.a.
Q3 20214 holders, $310mnone listed holders, n.a.
Q4 20214 holders, $381mnone listed holders, n.a.
Q1 20229 holders, $477mnone listed holders, n.a.
Q2 202210 holders, $478mnone listed holders, n.a.
Q3 202210 holders, $412mnone listed holders, n.a.
Q4 20229 holders, $458mnone listed holders, n.a.
Q1 202311 holders, $308mnone listed holders, n.a.
Q2 20237 holders, $334mnone listed holders, n.a.
Q3 20238 holders, $300mnone listed holders, n.a.
Q4 202314 holders, $448mnone listed holders, n.a.
Q1 202412 holders, $460mnone listed holders, n.a.
Q2 20249 holders, $291mnone listed holders, n.a.
Q3 20246 holders, $270m2 holders, $624m
Q4 20244 holders, $181m41 holders, $9.6bn
Q1 20257 holders, $163m40 holders, $9.3bn
Q2 20256 holders, $338m35 holders, $11.4bn
Q3 20254 holders, $413m40 holders, $17.6bn
Q4 20257 holders, $265m37 holders, $29.2bn
Q1 20264 holders, $415m43 holders, $36.2bn
Q2 202612 holders, $1.1bn45 holders, $73.9bn
ARW

Arrow Electrs Inc

Holders
14
Reported value
$448m
Buyers
11
Sellers
4

Breadth +7 among 93 comparable managers.

Industrials
LRCX

Lam Research Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q4 2023

Among the 14 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only ARW (14)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd

Only LRCX (0)

None.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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