L3VLUP
ProSign in

CECO · 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.

CECOLRCX
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.
  • CECO
  • LRCX
0204060Q2 2019Q1 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
Holders and value by quarter
QuarterCECOLRCX
Q2 20191 holders, $113knone listed holders, n.a.
Q3 20221 holders, $215knone listed holders, n.a.
Q1 20231 holders, $4.9mnone listed holders, n.a.
Q3 20231 holders, $7.0mnone listed holders, n.a.
Q4 20231 holders, $9.8mnone listed holders, n.a.
Q1 20241 holders, $14mnone listed holders, n.a.
Q2 20241 holders, $19mnone listed holders, n.a.
Q3 20241 holders, $17m2 holders, $624m
Q4 20241 holders, $17m41 holders, $9.6bn
Q1 20251 holders, $13m40 holders, $9.3bn
Q2 20252 holders, $18m35 holders, $11.4bn
Q3 20253 holders, $72m40 holders, $17.6bn
Q4 20255 holders, $116m37 holders, $29.2bn
Q1 20266 holders, $211m43 holders, $36.2bn
Q2 20266 holders, $336m45 holders, $73.9bn
CECO

Ceco Environmental Corp

Holders
2
Reported value
$18m
Buyers
2
Sellers
0

Breadth +2 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
35
Reported value
$11.4bn
Buyers
19
Sellers
18

Breadth +1 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2025

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only CECO (2)

First Eagle Investment Management LLC, Polen Capital Management LLC

Only LRCX (35)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, 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.

Back to the 13F Explorer →