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LECO · 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.

LECOLRCX
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.
  • LECO
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterLECOLRCX
Q3 20209 holders, $430mnone listed holders, n.a.
Q4 202010 holders, $500mnone listed holders, n.a.
Q1 20217 holders, $469mnone listed holders, n.a.
Q2 20219 holders, $482mnone listed holders, n.a.
Q3 20217 holders, $422mnone listed holders, n.a.
Q4 20218 holders, $412mnone listed holders, n.a.
Q1 202212 holders, $415mnone listed holders, n.a.
Q2 202212 holders, $347mnone listed holders, n.a.
Q3 202212 holders, $338mnone listed holders, n.a.
Q4 202213 holders, $412mnone listed holders, n.a.
Q1 202310 holders, $316mnone listed holders, n.a.
Q2 20238 holders, $336mnone listed holders, n.a.
Q3 202311 holders, $483mnone listed holders, n.a.
Q4 20237 holders, $174mnone listed holders, n.a.
Q1 20247 holders, $166mnone listed holders, n.a.
Q2 202412 holders, $436mnone listed holders, n.a.
Q3 202410 holders, $157m2 holders, $624m
Q4 20246 holders, $163m41 holders, $9.6bn
Q1 20258 holders, $145m40 holders, $9.3bn
Q2 20255 holders, $219m35 holders, $11.4bn
Q3 202512 holders, $360m40 holders, $17.6bn
Q4 202511 holders, $454m37 holders, $29.2bn
Q1 202611 holders, $521m43 holders, $36.2bn
Q2 202611 holders, $543m45 holders, $73.9bn
LECO

Lincoln Elec HLDGS Inc

Holders
6
Reported value
$163m
Buyers
3
Sellers
3

Breadth 0 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 LECO (2)

ARK Investment Management LLC, GAMCO Investors Inc

Only LRCX (37)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, 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, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, 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.

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