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DE · 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.

DELRCX
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.
  • DE
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterDELRCX
Q3 202021 holders, $8.4bnnone listed holders, n.a.
Q4 202027 holders, $9.4bnnone listed holders, n.a.
Q1 202125 holders, $11.0bnnone listed holders, n.a.
Q2 202127 holders, $9.7bnnone listed holders, n.a.
Q3 202130 holders, $9.4bnnone listed holders, n.a.
Q4 202132 holders, $9.8bnnone listed holders, n.a.
Q1 202223 holders, $11.9bnnone listed holders, n.a.
Q2 202224 holders, $8.7bnnone listed holders, n.a.
Q3 202221 holders, $9.2bnnone listed holders, n.a.
Q4 202229 holders, $11.0bnnone listed holders, n.a.
Q1 202329 holders, $10.3bnnone listed holders, n.a.
Q2 202325 holders, $9.9bnnone listed holders, n.a.
Q3 202326 holders, $9.6bnnone listed holders, n.a.
Q4 202329 holders, $10.3bnnone listed holders, n.a.
Q1 202424 holders, $11.0bnnone listed holders, n.a.
Q2 202420 holders, $11.5bnnone listed holders, n.a.
Q3 202416 holders, $14.6bn2 holders, $624m
Q4 202420 holders, $15.4bn41 holders, $9.6bn
Q1 202522 holders, $17.5bn40 holders, $9.3bn
Q2 202524 holders, $18.1bn35 holders, $11.4bn
Q3 202527 holders, $15.1bn40 holders, $17.6bn
Q4 202525 holders, $17.1bn37 holders, $29.2bn
Q1 202629 holders, $20.5bn43 holders, $36.2bn
Q2 202618 holders, $22.8bn45 holders, $73.9bn
DE

Deere & Co

Holders
22
Reported value
$17.5bn
Buyers
14
Sellers
9

Breadth +5 among 95 comparable managers.

Industrials
LRCX

Lam Research Corp

Holders
40
Reported value
$9.3bn
Buyers
22
Sellers
18

Breadth +4 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DE (9)

ARK Investment Management LLC, Baillie Gifford & Co, Capital World Investors, Caxton Associates LLP, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Markel Group Inc

Only LRCX (27)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 2 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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