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BW · 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.

BWLRCX
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.
  • BW
  • LRCX
020406020212022202320252026
Holders and value by quarter
QuarterBWLRCX
Q1 20211 holders, $56mnone listed holders, n.a.
Q2 20212 holders, $46mnone listed holders, n.a.
Q3 20211 holders, $272knone listed holders, n.a.
Q4 20212 holders, $52mnone listed holders, n.a.
Q1 20222 holders, $48mnone listed holders, n.a.
Q2 20221 holders, $1.4mnone listed holders, n.a.
Q3 20222 holders, $41mnone listed holders, n.a.
Q4 20222 holders, $37mnone listed holders, n.a.
Q1 20232 holders, $40mnone listed holders, n.a.
Q2 20231 holders, $38mnone listed holders, n.a.
Q3 2024none listed holders, n.a.2 holders, $624m
Q4 2024none listed holders, n.a.41 holders, $9.6bn
Q1 2025none listed holders, n.a.40 holders, $9.3bn
Q2 2025none listed holders, n.a.35 holders, $11.4bn
Q3 2025none listed holders, n.a.40 holders, $17.6bn
Q4 20251 holders, $775k37 holders, $29.2bn
Q1 20265 holders, $144m43 holders, $36.2bn
Q2 20262 holders, $59m45 holders, $73.9bn
BW

Babcock & Wilcox Enterprises

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

No cross-section for this quarter.

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 0 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 BW (0)

None.

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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