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LKQ · 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.

LKQLRCX
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.
  • LKQ
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterLKQLRCX
Q3 202012 holders, $1.1bnnone listed holders, n.a.
Q4 202011 holders, $1.5bnnone listed holders, n.a.
Q1 20218 holders, $1.9bnnone listed holders, n.a.
Q2 20219 holders, $2.6bnnone listed holders, n.a.
Q3 202110 holders, $2.7bnnone listed holders, n.a.
Q4 20218 holders, $2.4bnnone listed holders, n.a.
Q1 202210 holders, $1.7bnnone listed holders, n.a.
Q2 202211 holders, $2.1bnnone listed holders, n.a.
Q3 20229 holders, $1.8bnnone listed holders, n.a.
Q4 202212 holders, $2.1bnnone listed holders, n.a.
Q1 202311 holders, $2.1bnnone listed holders, n.a.
Q2 20239 holders, $2.1bnnone listed holders, n.a.
Q3 202315 holders, $1.7bnnone listed holders, n.a.
Q4 20238 holders, $1.5bnnone listed holders, n.a.
Q1 202410 holders, $1.8bnnone listed holders, n.a.
Q2 202410 holders, $1.3bnnone listed holders, n.a.
Q3 202410 holders, $894m2 holders, $624m
Q4 20248 holders, $603m41 holders, $9.6bn
Q1 20258 holders, $653m40 holders, $9.3bn
Q2 20256 holders, $552m35 holders, $11.4bn
Q3 20259 holders, $528m40 holders, $17.6bn
Q4 20259 holders, $644m37 holders, $29.2bn
Q1 20266 holders, $700m43 holders, $36.2bn
Q2 20265 holders, $479m45 holders, $73.9bn
LKQ

LKQ Corp

Holders
10
Reported value
$1.3bn
Buyers
7
Sellers
4

Breadth +3 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 10 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 LKQ (10)

Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, 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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