L3VLUP
ProSign in

AVT · 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.

AVTLRCX
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.
  • AVT
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterAVTLRCX
Q3 202011 holders, $192mnone listed holders, n.a.
Q4 20209 holders, $152mnone listed holders, n.a.
Q1 20216 holders, $208mnone listed holders, n.a.
Q2 20216 holders, $218mnone listed holders, n.a.
Q3 20215 holders, $164mnone listed holders, n.a.
Q4 20217 holders, $184mnone listed holders, n.a.
Q1 20228 holders, $172mnone listed holders, n.a.
Q2 20227 holders, $166mnone listed holders, n.a.
Q3 20227 holders, $138mnone listed holders, n.a.
Q4 20228 holders, $171mnone listed holders, n.a.
Q1 20238 holders, $215mnone listed holders, n.a.
Q2 20237 holders, $254mnone listed holders, n.a.
Q3 202311 holders, $259mnone listed holders, n.a.
Q4 202311 holders, $334mnone listed holders, n.a.
Q1 20249 holders, $357mnone listed holders, n.a.
Q2 20248 holders, $228mnone listed holders, n.a.
Q3 20245 holders, $201m2 holders, $624m
Q4 20245 holders, $212m41 holders, $9.6bn
Q1 20258 holders, $223m40 holders, $9.3bn
Q2 20258 holders, $251m35 holders, $11.4bn
Q3 20256 holders, $147m40 holders, $17.6bn
Q4 20257 holders, $290m37 holders, $29.2bn
Q1 20264 holders, $340m43 holders, $36.2bn
Q2 20268 holders, $471m45 holders, $73.9bn
AVT

Avnet Inc

Holders
9
Reported value
$357m
Buyers
6
Sellers
3

Breadth +3 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, Q1 2024

Among the 9 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 AVT (9)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, First Eagle Investment Management LLC, Voloridge Investment Management LLC, Woodline Partners LP

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.

Back to the 13F Explorer →