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ITT · 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.

ITTLRCX
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.
  • ITT
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterITTLRCX
Q3 202013 holders, $875mnone listed holders, n.a.
Q4 202011 holders, $1.4bnnone listed holders, n.a.
Q1 20216 holders, $1.7bnnone listed holders, n.a.
Q2 20216 holders, $1.6bnnone listed holders, n.a.
Q3 20217 holders, $1.5bnnone listed holders, n.a.
Q4 20218 holders, $1.7bnnone listed holders, n.a.
Q1 202211 holders, $1.1bnnone listed holders, n.a.
Q2 202211 holders, $928mnone listed holders, n.a.
Q3 202211 holders, $943mnone listed holders, n.a.
Q4 20229 holders, $1.1bnnone listed holders, n.a.
Q1 202312 holders, $1.2bnnone listed holders, n.a.
Q2 202310 holders, $1.2bnnone listed holders, n.a.
Q3 20236 holders, $1.2bnnone listed holders, n.a.
Q4 20239 holders, $1.4bnnone listed holders, n.a.
Q1 20248 holders, $1.5bnnone listed holders, n.a.
Q2 20248 holders, $1.3bnnone listed holders, n.a.
Q3 20248 holders, $1.4bn2 holders, $624m
Q4 202411 holders, $1.3bn41 holders, $9.6bn
Q1 20259 holders, $1.1bn40 holders, $9.3bn
Q2 20257 holders, $1.3bn35 holders, $11.4bn
Q3 20258 holders, $1.5bn40 holders, $17.6bn
Q4 202516 holders, $1.6bn37 holders, $29.2bn
Q1 202620 holders, $3.0bn43 holders, $36.2bn
Q2 202619 holders, $3.5bn45 holders, $73.9bn
ITT

Itt Inc

Holders
11
Reported value
$1.3bn
Buyers
6
Sellers
4

Breadth +2 among 94 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
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 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ITT (2)

GAMCO Investors Inc, Hudson Bay Capital Management LP

Only LRCX (32)

Acadian Asset Management LLC, Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Eisler Capital Management Ltd, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, and 7 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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