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IBP · 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.

IBPLRCX
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.
  • IBP
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterIBPLRCX
Q3 20201 holders, $2.9mnone listed holders, n.a.
Q4 20204 holders, $110mnone listed holders, n.a.
Q1 20213 holders, $102mnone listed holders, n.a.
Q2 20214 holders, $135mnone listed holders, n.a.
Q3 20213 holders, $35mnone listed holders, n.a.
Q4 20215 holders, $65mnone listed holders, n.a.
Q1 20222 holders, $17mnone listed holders, n.a.
Q2 20221 holders, $16mnone listed holders, n.a.
Q3 20222 holders, $17mnone listed holders, n.a.
Q4 20225 holders, $49mnone listed holders, n.a.
Q1 20235 holders, $72mnone listed holders, n.a.
Q2 20235 holders, $82mnone listed holders, n.a.
Q3 20238 holders, $108mnone listed holders, n.a.
Q4 20237 holders, $131mnone listed holders, n.a.
Q1 202411 holders, $286mnone listed holders, n.a.
Q2 20249 holders, $227mnone listed holders, n.a.
Q3 202411 holders, $317m2 holders, $624m
Q4 202410 holders, $240m41 holders, $9.6bn
Q1 202512 holders, $346m40 holders, $9.3bn
Q2 20258 holders, $443m35 holders, $11.4bn
Q3 20258 holders, $637m40 holders, $17.6bn
Q4 20256 holders, $714m37 holders, $29.2bn
Q1 20267 holders, $620m43 holders, $36.2bn
Q2 20265 holders, $368m45 holders, $73.9bn
IBP

Installed BLDG Prods Inc

Holders
10
Reported value
$240m
Buyers
4
Sellers
6

Breadth -2 among 94 comparable managers.

Industrials
LRCX

Lam Research Corp

Holders
41
Reported value
$9.6bn
Buyers
40
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, Q4 2024

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IBP (4)

Baillie Gifford & Co, Capital World Investors, First Eagle Investment Management LLC, Polen Capital Management LLC

Only LRCX (35)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, and 10 more

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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