Holders over time
- EMR
- LRCX
| Quarter | EMR | LRCX |
|---|---|---|
| Q3 2020 | 18 holders, $2.4bn | none listed holders, n.a. |
| Q4 2020 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2021 | 16 holders, $3.8bn | none listed holders, n.a. |
| Q2 2021 | 20 holders, $4.6bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $4.4bn | none listed holders, n.a. |
| Q4 2021 | 20 holders, $3.7bn | none listed holders, n.a. |
| Q1 2022 | 21 holders, $3.3bn | none listed holders, n.a. |
| Q2 2022 | 24 holders, $2.8bn | none listed holders, n.a. |
| Q3 2022 | 28 holders, $3.1bn | none listed holders, n.a. |
| Q4 2022 | 21 holders, $4.3bn | none listed holders, n.a. |
| Q1 2023 | 26 holders, $4.3bn | none listed holders, n.a. |
| Q2 2023 | 24 holders, $4.1bn | none listed holders, n.a. |
| Q3 2023 | 20 holders, $3.8bn | none listed holders, n.a. |
| Q4 2023 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2024 | 19 holders, $4.1bn | none listed holders, n.a. |
| Q2 2024 | 24 holders, $4.3bn | none listed holders, n.a. |
| Q3 2024 | 14 holders, $3.8bn | 2 holders, $624m |
| Q4 2024 | 10 holders, $4.1bn | 41 holders, $9.6bn |
| Q1 2025 | 11 holders, $4.0bn | 40 holders, $9.3bn |
| Q2 2025 | 16 holders, $5.4bn | 35 holders, $11.4bn |
| Q3 2025 | 13 holders, $4.7bn | 40 holders, $17.6bn |
| Q4 2025 | 14 holders, $4.5bn | 37 holders, $29.2bn |
| Q1 2026 | 16 holders, $4.6bn | 43 holders, $36.2bn |
| Q2 2026 | 14 holders, $4.7bn | 45 holders, $73.9bn |
Emerson Elec Co
- Holders
- 11
- Reported value
- $4.0bn
- Buyers
- 9
- Sellers
- 2
Breadth +7 among 95 comparable managers.
Lam Research Corp
- Holders
- 40
- Reported value
- $9.3bn
- Buyers
- 22
- Sellers
- 18
Breadth +4 among 95 comparable managers.
Who holds both, Q1 2025
Both (10)
AllianceBernstein LP, Capital Research Global Investors, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only EMR (1)
Only LRCX (30)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, and 5 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.