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HSIC · 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.

HSICLRCX
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.
  • HSIC
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterHSICLRCX
Q3 202012 holders, $679mnone listed holders, n.a.
Q4 202013 holders, $677mnone listed holders, n.a.
Q1 202115 holders, $799mnone listed holders, n.a.
Q2 202114 holders, $816mnone listed holders, n.a.
Q3 202116 holders, $869mnone listed holders, n.a.
Q4 202113 holders, $822mnone listed holders, n.a.
Q1 202213 holders, $688mnone listed holders, n.a.
Q2 202211 holders, $786mnone listed holders, n.a.
Q3 202210 holders, $682mnone listed holders, n.a.
Q4 20228 holders, $813mnone listed holders, n.a.
Q1 20238 holders, $735mnone listed holders, n.a.
Q2 202311 holders, $763mnone listed holders, n.a.
Q3 202314 holders, $632mnone listed holders, n.a.
Q4 20239 holders, $630mnone listed holders, n.a.
Q1 20245 holders, $969mnone listed holders, n.a.
Q2 20244 holders, $841mnone listed holders, n.a.
Q3 202410 holders, $1.0bn2 holders, $624m
Q4 20248 holders, $1.1bn41 holders, $9.6bn
Q1 20258 holders, $935m40 holders, $9.3bn
Q2 20257 holders, $1.1bn35 holders, $11.4bn
Q3 20258 holders, $869m40 holders, $17.6bn
Q4 20258 holders, $980m37 holders, $29.2bn
Q1 20268 holders, $961m43 holders, $36.2bn
Q2 202610 holders, $1.5bn45 holders, $73.9bn
HSIC

Schein Henry Inc

Holders
8
Reported value
$935m
Buyers
3
Sellers
6

Breadth -3 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 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HSIC (3)

GAMCO Investors Inc, Southeastern Asset Management Inc, Steadfast Capital Management LP

Only LRCX (35)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, 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, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, and 10 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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