Holders over time
- FTI
- LRCX
| Quarter | FTI | LRCX |
|---|---|---|
| Q3 2020 | 12 holders, $216m | none listed holders, n.a. |
| Q4 2020 | 7 holders, $124m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $123m | none listed holders, n.a. |
| Q2 2021 | 10 holders, $573m | none listed holders, n.a. |
| Q3 2021 | 6 holders, $465m | none listed holders, n.a. |
| Q4 2021 | 6 holders, $392m | none listed holders, n.a. |
| Q1 2022 | 8 holders, $705m | none listed holders, n.a. |
| Q2 2022 | 8 holders, $624m | none listed holders, n.a. |
| Q3 2022 | 8 holders, $1.0bn | none listed holders, n.a. |
| Q4 2022 | 14 holders, $1.7bn | none listed holders, n.a. |
| Q1 2023 | 16 holders, $1.8bn | none listed holders, n.a. |
| Q2 2023 | 13 holders, $2.1bn | none listed holders, n.a. |
| Q3 2023 | 12 holders, $2.5bn | none listed holders, n.a. |
| Q4 2023 | 15 holders, $2.1bn | none listed holders, n.a. |
| Q1 2024 | 18 holders, $2.7bn | none listed holders, n.a. |
| Q2 2024 | 20 holders, $3.0bn | none listed holders, n.a. |
| Q3 2024 | 18 holders, $2.9bn | 2 holders, $624m |
| Q4 2024 | 19 holders, $2.9bn | 41 holders, $9.6bn |
| Q1 2025 | 20 holders, $3.5bn | 40 holders, $9.3bn |
| Q2 2025 | 18 holders, $3.8bn | 35 holders, $11.4bn |
| Q3 2025 | 16 holders, $4.2bn | 40 holders, $17.6bn |
| Q4 2025 | 15 holders, $5.0bn | 37 holders, $29.2bn |
| Q1 2026 | 20 holders, $8.0bn | 43 holders, $36.2bn |
| Q2 2026 | 17 holders, $6.5bn | 45 holders, $73.9bn |
Technipfmc PLC
- Holders
- 20
- Reported value
- $3.5bn
- Buyers
- 13
- Sellers
- 7
Breadth +6 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 (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP
Only LRCX (23)
AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.