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DHI · 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.

DHILRCX
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.
  • DHI
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterDHILRCX
Q3 202022 holders, $4.9bnnone listed holders, n.a.
Q4 202021 holders, $4.2bnnone listed holders, n.a.
Q1 202121 holders, $5.3bnnone listed holders, n.a.
Q2 202120 holders, $4.5bnnone listed holders, n.a.
Q3 202122 holders, $4.4bnnone listed holders, n.a.
Q4 202121 holders, $5.4bnnone listed holders, n.a.
Q1 202217 holders, $4.0bnnone listed holders, n.a.
Q2 202214 holders, $4.3bnnone listed holders, n.a.
Q3 202214 holders, $5.2bnnone listed holders, n.a.
Q4 202212 holders, $7.9bnnone listed holders, n.a.
Q1 202314 holders, $7.9bnnone listed holders, n.a.
Q2 202319 holders, $9.2bnnone listed holders, n.a.
Q3 202331 holders, $7.3bnnone listed holders, n.a.
Q4 202331 holders, $8.9bnnone listed holders, n.a.
Q1 202424 holders, $8.1bnnone listed holders, n.a.
Q2 202428 holders, $6.8bnnone listed holders, n.a.
Q3 202419 holders, $7.9bn2 holders, $624m
Q4 202423 holders, $5.3bn41 holders, $9.6bn
Q1 202525 holders, $4.9bn40 holders, $9.3bn
Q2 202524 holders, $5.5bn35 holders, $11.4bn
Q3 202511 holders, $8.7bn40 holders, $17.6bn
Q4 202515 holders, $8.4bn37 holders, $29.2bn
Q1 202614 holders, $8.4bn43 holders, $36.2bn
Q2 202619 holders, $10.2bn45 holders, $73.9bn
DHI

D R Horton Inc

Holders
25
Reported value
$4.9bn
Buyers
17
Sellers
9

Breadth +8 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 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DHI (10)

Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Two Sigma Investments LP, Viking Global Investors LP

Only LRCX (25)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, 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, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

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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