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DE · 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.

DELRCX
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.
  • DE
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterDELRCX
Q3 202021 holders, $8.4bnnone listed holders, n.a.
Q4 202027 holders, $9.4bnnone listed holders, n.a.
Q1 202125 holders, $11.0bnnone listed holders, n.a.
Q2 202127 holders, $9.7bnnone listed holders, n.a.
Q3 202130 holders, $9.4bnnone listed holders, n.a.
Q4 202132 holders, $9.8bnnone listed holders, n.a.
Q1 202223 holders, $11.9bnnone listed holders, n.a.
Q2 202224 holders, $8.7bnnone listed holders, n.a.
Q3 202221 holders, $9.2bnnone listed holders, n.a.
Q4 202229 holders, $11.0bnnone listed holders, n.a.
Q1 202329 holders, $10.3bnnone listed holders, n.a.
Q2 202325 holders, $9.9bnnone listed holders, n.a.
Q3 202326 holders, $9.6bnnone listed holders, n.a.
Q4 202329 holders, $10.3bnnone listed holders, n.a.
Q1 202424 holders, $11.0bnnone listed holders, n.a.
Q2 202420 holders, $11.5bnnone listed holders, n.a.
Q3 202416 holders, $14.6bn2 holders, $624m
Q4 202420 holders, $15.4bn41 holders, $9.6bn
Q1 202522 holders, $17.5bn40 holders, $9.3bn
Q2 202524 holders, $18.1bn35 holders, $11.4bn
Q3 202527 holders, $15.1bn40 holders, $17.6bn
Q4 202525 holders, $17.1bn37 holders, $29.2bn
Q1 202629 holders, $20.5bn43 holders, $36.2bn
Q2 202618 holders, $22.8bn45 holders, $73.9bn
DE

Deere & Co

Holders
20
Reported value
$11.5bn
Buyers
7
Sellers
14

Breadth -7 among 94 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, Q2 2024

Among the 20 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 DE (20)

AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP

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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