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FLS · 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.

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.
  • FLS
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterFLSLRCX
Q3 20208 holders, $872mnone listed holders, n.a.
Q4 20205 holders, $1.2bnnone listed holders, n.a.
Q1 20218 holders, $1.2bnnone listed holders, n.a.
Q2 20217 holders, $1.2bnnone listed holders, n.a.
Q3 20218 holders, $966mnone listed holders, n.a.
Q4 20218 holders, $622mnone listed holders, n.a.
Q1 202210 holders, $1.0bnnone listed holders, n.a.
Q2 20229 holders, $1.3bnnone listed holders, n.a.
Q3 20228 holders, $803mnone listed holders, n.a.
Q4 20228 holders, $1.4bnnone listed holders, n.a.
Q1 20237 holders, $1.4bnnone listed holders, n.a.
Q2 202310 holders, $1.1bnnone listed holders, n.a.
Q3 202311 holders, $1.1bnnone listed holders, n.a.
Q4 202314 holders, $1.0bnnone listed holders, n.a.
Q1 202412 holders, $1.1bnnone listed holders, n.a.
Q2 202412 holders, $1.3bnnone listed holders, n.a.
Q3 202414 holders, $1.4bn2 holders, $624m
Q4 202418 holders, $1.3bn41 holders, $9.6bn
Q1 202518 holders, $1.0bn40 holders, $9.3bn
Q2 202517 holders, $1.0bn35 holders, $11.4bn
Q3 202511 holders, $984m40 holders, $17.6bn
Q4 202510 holders, $1.2bn37 holders, $29.2bn
Q1 202611 holders, $1.2bn43 holders, $36.2bn
Q2 202613 holders, $1.3bn45 holders, $73.9bn
FLS

Flowserve Corp

Holders
14
Reported value
$1.0bn
Buyers
5
Sellers
9

Breadth -4 among 93 comparable managers.

LRCX

Lam Research Corp

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

No cross-section for this quarter.

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.

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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