L3VLUP
ProSign in

AME · 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.

AMELRCX
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.
  • AME
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterAMELRCX
Q3 202020 holders, $3.2bnnone listed holders, n.a.
Q4 202020 holders, $4.1bnnone listed holders, n.a.
Q1 202121 holders, $3.9bnnone listed holders, n.a.
Q2 202121 holders, $4.1bnnone listed holders, n.a.
Q3 202127 holders, $4.2bnnone listed holders, n.a.
Q4 202128 holders, $4.7bnnone listed holders, n.a.
Q1 202226 holders, $4.3bnnone listed holders, n.a.
Q2 202232 holders, $3.6bnnone listed holders, n.a.
Q3 202230 holders, $3.8bnnone listed holders, n.a.
Q4 202228 holders, $4.9bnnone listed holders, n.a.
Q1 202327 holders, $5.8bnnone listed holders, n.a.
Q2 202325 holders, $6.4bnnone listed holders, n.a.
Q3 202328 holders, $5.7bnnone listed holders, n.a.
Q4 202322 holders, $5.9bnnone listed holders, n.a.
Q1 202423 holders, $6.2bnnone listed holders, n.a.
Q2 202424 holders, $6.3bnnone listed holders, n.a.
Q3 202422 holders, $6.3bn2 holders, $624m
Q4 202426 holders, $6.3bn41 holders, $9.6bn
Q1 202525 holders, $5.5bn40 holders, $9.3bn
Q2 202531 holders, $6.0bn35 holders, $11.4bn
Q3 202532 holders, $6.2bn40 holders, $17.6bn
Q4 202531 holders, $7.3bn37 holders, $29.2bn
Q1 202634 holders, $7.1bn43 holders, $36.2bn
Q2 202634 holders, $7.6bn45 holders, $73.9bn
AME

Ametek Inc

Holders
22
Reported value
$6.3bn
Buyers
12
Sellers
12

Breadth 0 among 94 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

New listing

Holders
2
Reported value
$624m
Buyers
2
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 2024

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AME (20)

Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital World Investors, D1 Capital Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.

Back to the 13F Explorer →