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NDSN · 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.

NDSNLRCX
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.
  • NDSN
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterNDSNLRCX
Q3 20209 holders, $843mnone listed holders, n.a.
Q4 20207 holders, $803mnone listed holders, n.a.
Q1 20217 holders, $730mnone listed holders, n.a.
Q2 20219 holders, $696mnone listed holders, n.a.
Q3 202110 holders, $744mnone listed holders, n.a.
Q4 20219 holders, $793mnone listed holders, n.a.
Q1 20228 holders, $694mnone listed holders, n.a.
Q2 20229 holders, $626mnone listed holders, n.a.
Q3 20229 holders, $735mnone listed holders, n.a.
Q4 202214 holders, $996mnone listed holders, n.a.
Q1 20238 holders, $560mnone listed holders, n.a.
Q2 20236 holders, $499mnone listed holders, n.a.
Q3 20235 holders, $415mnone listed holders, n.a.
Q4 20236 holders, $453mnone listed holders, n.a.
Q1 20245 holders, $435mnone listed holders, n.a.
Q2 20247 holders, $562mnone listed holders, n.a.
Q3 20248 holders, $385m2 holders, $624m
Q4 20246 holders, $268m41 holders, $9.6bn
Q1 20258 holders, $364m40 holders, $9.3bn
Q2 20256 holders, $295m35 holders, $11.4bn
Q3 20258 holders, $423m40 holders, $17.6bn
Q4 20256 holders, $441m37 holders, $29.2bn
Q1 20267 holders, $488m43 holders, $36.2bn
Q2 20265 holders, $599m45 holders, $73.9bn
NDSN

Nordson Corp

Holders
8
Reported value
$385m
Buyers
5
Sellers
2

Breadth +3 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 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 NDSN (8)

GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops 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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