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DHI · 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.

DHILRCX
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.
  • DHI
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterDHILRCX
Q3 202022 holders, $4.9bnnone listed holders, n.a.
Q4 202021 holders, $4.2bnnone listed holders, n.a.
Q1 202121 holders, $5.3bnnone listed holders, n.a.
Q2 202120 holders, $4.5bnnone listed holders, n.a.
Q3 202122 holders, $4.4bnnone listed holders, n.a.
Q4 202121 holders, $5.4bnnone listed holders, n.a.
Q1 202217 holders, $4.0bnnone listed holders, n.a.
Q2 202214 holders, $4.3bnnone listed holders, n.a.
Q3 202214 holders, $5.2bnnone listed holders, n.a.
Q4 202212 holders, $7.9bnnone listed holders, n.a.
Q1 202314 holders, $7.9bnnone listed holders, n.a.
Q2 202319 holders, $9.2bnnone listed holders, n.a.
Q3 202331 holders, $7.3bnnone listed holders, n.a.
Q4 202331 holders, $8.9bnnone listed holders, n.a.
Q1 202424 holders, $8.1bnnone listed holders, n.a.
Q2 202428 holders, $6.8bnnone listed holders, n.a.
Q3 202419 holders, $7.9bn2 holders, $624m
Q4 202423 holders, $5.3bn41 holders, $9.6bn
Q1 202525 holders, $4.9bn40 holders, $9.3bn
Q2 202524 holders, $5.5bn35 holders, $11.4bn
Q3 202511 holders, $8.7bn40 holders, $17.6bn
Q4 202515 holders, $8.4bn37 holders, $29.2bn
Q1 202614 holders, $8.4bn43 holders, $36.2bn
Q2 202619 holders, $10.2bn45 holders, $73.9bn
DHI

D R Horton Inc

Holders
31
Reported value
$8.9bn
Buyers
15
Sellers
20

Breadth -5 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 31 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 DHI (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, and 6 more

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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