L3VLUP

KBR · 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.
  • KBR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterKBRLRCX
Q3 20207 holders, $415mnone listed holders, n.a.
Q4 20206 holders, $512mnone listed holders, n.a.
Q1 20215 holders, $481mnone listed holders, n.a.
Q2 20215 holders, $392mnone listed holders, n.a.
Q3 20214 holders, $412mnone listed holders, n.a.
Q4 20216 holders, $1.2bnnone listed holders, n.a.
Q1 202211 holders, $1.6bnnone listed holders, n.a.
Q2 202213 holders, $1.6bnnone listed holders, n.a.
Q3 202212 holders, $1.4bnnone listed holders, n.a.
Q4 202212 holders, $1.7bnnone listed holders, n.a.
Q1 202312 holders, $1.9bnnone listed holders, n.a.
Q2 20239 holders, $2.4bnnone listed holders, n.a.
Q3 202314 holders, $2.3bnnone listed holders, n.a.
Q4 20239 holders, $2.0bnnone listed holders, n.a.
Q1 202416 holders, $2.5bnnone listed holders, n.a.
Q2 202411 holders, $2.3bnnone listed holders, n.a.
Q3 202411 holders, $2.3bn2 holders, $624m
Q4 20249 holders, $1.4bn41 holders, $9.6bn
Q1 202514 holders, $1.2bn40 holders, $9.3bn
Q2 202510 holders, $1.3bn35 holders, $11.4bn
Q3 20259 holders, $1.3bn40 holders, $17.6bn
Q4 20258 holders, $1.2bn37 holders, $29.2bn
Q1 202610 holders, $931m43 holders, $36.2bn
Q2 20269 holders, $928m45 holders, $73.9bn
KBR

KBR Inc

Holders
9
Reported value
$2.0bn
Buyers
4
Sellers
6

Breadth -2 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 9 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.

Back to the 13F Explorer →