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TTC · 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.

TTCLRCX
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.
  • TTC
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterTTCLRCX
Q3 202015 holders, $807mnone listed holders, n.a.
Q4 202012 holders, $868mnone listed holders, n.a.
Q1 202111 holders, $1.1bnnone listed holders, n.a.
Q2 20218 holders, $1.3bnnone listed holders, n.a.
Q3 202110 holders, $990mnone listed holders, n.a.
Q4 202112 holders, $972mnone listed holders, n.a.
Q1 20228 holders, $770mnone listed holders, n.a.
Q2 20227 holders, $650mnone listed holders, n.a.
Q3 20226 holders, $651mnone listed holders, n.a.
Q4 20229 holders, $1.1bnnone listed holders, n.a.
Q1 20238 holders, $1.1bnnone listed holders, n.a.
Q2 20237 holders, $1.1bnnone listed holders, n.a.
Q3 20236 holders, $808mnone listed holders, n.a.
Q4 202310 holders, $1.1bnnone listed holders, n.a.
Q1 20247 holders, $1.1bnnone listed holders, n.a.
Q2 202413 holders, $1.6bnnone listed holders, n.a.
Q3 202413 holders, $1.4bn2 holders, $624m
Q4 20248 holders, $957m41 holders, $9.6bn
Q1 202511 holders, $920m40 holders, $9.3bn
Q2 202512 holders, $828m35 holders, $11.4bn
Q3 202511 holders, $681m40 holders, $17.6bn
Q4 202511 holders, $664m37 holders, $29.2bn
Q1 202613 holders, $945m43 holders, $36.2bn
Q2 202610 holders, $795m45 holders, $73.9bn
TTC

Toro Co

Holders
11
Reported value
$920m
Buyers
8
Sellers
3

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

Only TTC (3)

Arrowstreet Capital LP, GAMCO Investors Inc, Point72 Asset Management LP

Only LRCX (32)

AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, 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), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, 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, and 7 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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