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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.

OTISLRCX
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.
  • 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
17
Reported value
$4.7bn
Buyers
7
Sellers
9

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

Only OTIS (16)

AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, First Eagle Investment Management LLC, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd

Only LRCX (1)

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.

Back to the 13F Explorer →