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FELE · 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.

FELELRCX
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.
  • FELE
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterFELELRCX
Q3 20203 holders, $23mnone listed holders, n.a.
Q4 20202 holders, $27mnone listed holders, n.a.
Q1 20211 holders, $21mnone listed holders, n.a.
Q2 20213 holders, $27mnone listed holders, n.a.
Q3 20212 holders, $23mnone listed holders, n.a.
Q4 20212 holders, $26mnone listed holders, n.a.
Q1 20222 holders, $23mnone listed holders, n.a.
Q2 20222 holders, $21mnone listed holders, n.a.
Q3 20222 holders, $23mnone listed holders, n.a.
Q4 20221 holders, $21mnone listed holders, n.a.
Q1 20231 holders, $24mnone listed holders, n.a.
Q2 20231 holders, $27mnone listed holders, n.a.
Q3 20233 holders, $25mnone listed holders, n.a.
Q4 20231 holders, $25mnone listed holders, n.a.
Q1 20241 holders, $27mnone listed holders, n.a.
Q2 20241 holders, $24mnone listed holders, n.a.
Q3 20244 holders, $43m2 holders, $624m
Q4 20244 holders, $39m41 holders, $9.6bn
Q1 20252 holders, $24m40 holders, $9.3bn
Q2 20254 holders, $42m35 holders, $11.4bn
Q3 20255 holders, $44m40 holders, $17.6bn
Q4 20253 holders, $27m37 holders, $29.2bn
Q1 20264 holders, $40m43 holders, $36.2bn
Q2 20265 holders, $109m45 holders, $73.9bn
FELE

Franklin Elec Inc

Holders
4
Reported value
$43m
Buyers
3
Sellers
1

Breadth +2 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 6 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 FELE (4)

Brevan Howard Capital Management LP, GAMCO Investors Inc, PDT Partners LLC, Voloridge Investment Management LLC

Only LRCX (2)

T. Rowe Price Associates Inc, Tudor Investment Corp

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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