L3VLUP

OTIS · 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.
  • OTIS
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterOTISLRCX
Q3 202025 holders, $3.8bnnone listed holders, n.a.
Q4 202027 holders, $4.0bnnone listed holders, n.a.
Q1 202126 holders, $4.5bnnone listed holders, n.a.
Q2 202130 holders, $5.5bnnone listed holders, n.a.
Q3 202124 holders, $5.6bnnone listed holders, n.a.
Q4 202127 holders, $6.3bnnone listed holders, n.a.
Q1 202230 holders, $5.1bnnone listed holders, n.a.
Q2 202222 holders, $3.8bnnone listed holders, n.a.
Q3 202222 holders, $3.3bnnone listed holders, n.a.
Q4 202228 holders, $4.3bnnone listed holders, n.a.
Q1 202324 holders, $4.6bnnone listed holders, n.a.
Q2 202320 holders, $4.9bnnone listed holders, n.a.
Q3 202319 holders, $4.5bnnone listed holders, n.a.
Q4 202317 holders, $4.9bnnone listed holders, n.a.
Q1 202421 holders, $4.8bnnone listed holders, n.a.
Q2 202416 holders, $4.4bnnone listed holders, n.a.
Q3 202417 holders, $4.7bn2 holders, $624m
Q4 202416 holders, $4.0bn41 holders, $9.6bn
Q1 202518 holders, $4.3bn40 holders, $9.3bn
Q2 202527 holders, $5.1bn35 holders, $11.4bn
Q3 202530 holders, $4.9bn40 holders, $17.6bn
Q4 202529 holders, $4.7bn37 holders, $29.2bn
Q1 202626 holders, $4.0bn43 holders, $36.2bn
Q2 202623 holders, $3.5bn45 holders, $73.9bn
OTIS

Otis Worldwide Corp

Holders
16
Reported value
$4.4bn
Buyers
5
Sellers
12

Breadth -7 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 16 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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