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ZWS · 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.

ZWSLRCX
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.
  • ZWS
  • LRCX
020406020222023202420252026
Holders and value by quarter
QuarterZWSLRCX
Q4 20217 holders, $871mnone listed holders, n.a.
Q1 20227 holders, $648mnone listed holders, n.a.
Q2 20228 holders, $543mnone listed holders, n.a.
Q3 20226 holders, $420mnone listed holders, n.a.
Q4 20225 holders, $309mnone listed holders, n.a.
Q1 20236 holders, $424mnone listed holders, n.a.
Q2 20234 holders, $501mnone listed holders, n.a.
Q3 20232 holders, $413mnone listed holders, n.a.
Q4 20232 holders, $325mnone listed holders, n.a.
Q1 20246 holders, $365mnone listed holders, n.a.
Q2 20245 holders, $316mnone listed holders, n.a.
Q3 20243 holders, $317m2 holders, $624m
Q4 20244 holders, $324m41 holders, $9.6bn
Q1 20254 holders, $295m40 holders, $9.3bn
Q2 20254 holders, $337m35 holders, $11.4bn
Q3 20253 holders, $360m40 holders, $17.6bn
Q4 20254 holders, $356m37 holders, $29.2bn
Q1 20266 holders, $324m43 holders, $36.2bn
Q2 20265 holders, $323m45 holders, $73.9bn
ZWS

Zurn Water Solutions Corp

Holders
3
Reported value
$317m
Buyers
1
Sellers
2

Breadth -1 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 5 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 ZWS (3)

Janus Henderson Group Ltd, PDT Partners LLC, Wellington Management Group LLP

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.

Back to the 13F Explorer →