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IEX · 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.
  • IEX
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterIEXLRCX
Q3 202018 holders, $3.3bnnone listed holders, n.a.
Q4 202018 holders, $3.2bnnone listed holders, n.a.
Q1 202115 holders, $3.4bnnone listed holders, n.a.
Q2 202112 holders, $3.3bnnone listed holders, n.a.
Q3 202110 holders, $2.9bnnone listed holders, n.a.
Q4 202114 holders, $3.4bnnone listed holders, n.a.
Q1 202218 holders, $2.5bnnone listed holders, n.a.
Q2 202218 holders, $2.5bnnone listed holders, n.a.
Q3 202216 holders, $2.5bnnone listed holders, n.a.
Q4 202215 holders, $2.9bnnone listed holders, n.a.
Q1 202314 holders, $3.2bnnone listed holders, n.a.
Q2 202320 holders, $2.5bnnone listed holders, n.a.
Q3 202314 holders, $2.9bnnone listed holders, n.a.
Q4 202312 holders, $2.6bnnone listed holders, n.a.
Q1 202411 holders, $3.0bnnone listed holders, n.a.
Q2 202414 holders, $2.1bnnone listed holders, n.a.
Q3 202411 holders, $2.1bn2 holders, $624m
Q4 202415 holders, $2.3bn41 holders, $9.6bn
Q1 202514 holders, $1.9bn40 holders, $9.3bn
Q2 202512 holders, $2.0bn35 holders, $11.4bn
Q3 202514 holders, $1.7bn40 holders, $17.6bn
Q4 202512 holders, $1.8bn37 holders, $29.2bn
Q1 202614 holders, $1.7bn43 holders, $36.2bn
Q2 202611 holders, $1.7bn45 holders, $73.9bn
IEX

Idex Corp

Holders
14
Reported value
$2.1bn
Buyers
8
Sellers
5

Breadth +3 among 94 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, Q2 2024

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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