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JBTM · 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.

JBTMLRCX
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.
  • JBTM
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterJBTMLRCX
Q3 20206 holders, $617mnone listed holders, n.a.
Q4 20206 holders, $703mnone listed holders, n.a.
Q1 20214 holders, $529mnone listed holders, n.a.
Q2 20214 holders, $706mnone listed holders, n.a.
Q3 20214 holders, $697mnone listed holders, n.a.
Q4 20214 holders, $707mnone listed holders, n.a.
Q1 20225 holders, $603mnone listed holders, n.a.
Q2 20225 holders, $573mnone listed holders, n.a.
Q3 20223 holders, $96mnone listed holders, n.a.
Q4 20221 holders, $8.2mnone listed holders, n.a.
Q1 20233 holders, $151mnone listed holders, n.a.
Q2 20233 holders, $169mnone listed holders, n.a.
Q3 20232 holders, $23mnone listed holders, n.a.
Q4 20232 holders, $20mnone listed holders, n.a.
Q1 20242 holders, $21mnone listed holders, n.a.
Q2 20244 holders, $126mnone listed holders, n.a.
Q3 20245 holders, $275m2 holders, $624m
Q4 20247 holders, $435m41 holders, $9.6bn
Q1 20258 holders, $360m40 holders, $9.3bn
Q2 202510 holders, $391m35 holders, $11.4bn
Q3 20257 holders, $495m40 holders, $17.6bn
Q4 20254 holders, $460m37 holders, $29.2bn
Q1 20265 holders, $515m43 holders, $36.2bn
Q2 20265 holders, $609m45 holders, $73.9bn
JBTM

John Bean Technologies Corp

Holders
7
Reported value
$435m
Buyers
5
Sellers
2

Breadth +3 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JBTM (3)

First Eagle Investment Management LLC, Glenview Capital Management LLC, Point72 Asset Management LP

Only LRCX (37)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, 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, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, and 12 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.

Back to the 13F Explorer →