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FLS · 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.

FLSLRCX
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.
  • FLS
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterFLSLRCX
Q3 20208 holders, $872mnone listed holders, n.a.
Q4 20205 holders, $1.2bnnone listed holders, n.a.
Q1 20218 holders, $1.2bnnone listed holders, n.a.
Q2 20217 holders, $1.2bnnone listed holders, n.a.
Q3 20218 holders, $966mnone listed holders, n.a.
Q4 20218 holders, $622mnone listed holders, n.a.
Q1 202210 holders, $1.0bnnone listed holders, n.a.
Q2 20229 holders, $1.3bnnone listed holders, n.a.
Q3 20228 holders, $803mnone listed holders, n.a.
Q4 20228 holders, $1.4bnnone listed holders, n.a.
Q1 20237 holders, $1.4bnnone listed holders, n.a.
Q2 202310 holders, $1.1bnnone listed holders, n.a.
Q3 202311 holders, $1.1bnnone listed holders, n.a.
Q4 202314 holders, $1.0bnnone listed holders, n.a.
Q1 202412 holders, $1.1bnnone listed holders, n.a.
Q2 202412 holders, $1.3bnnone listed holders, n.a.
Q3 202414 holders, $1.4bn2 holders, $624m
Q4 202418 holders, $1.3bn41 holders, $9.6bn
Q1 202518 holders, $1.0bn40 holders, $9.3bn
Q2 202517 holders, $1.0bn35 holders, $11.4bn
Q3 202511 holders, $984m40 holders, $17.6bn
Q4 202510 holders, $1.2bn37 holders, $29.2bn
Q1 202611 holders, $1.2bn43 holders, $36.2bn
Q2 202613 holders, $1.3bn45 holders, $73.9bn
FLS

Flowserve Corp

Holders
17
Reported value
$1.0bn
Buyers
13
Sellers
5

Breadth +8 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FLS (7)

D1 Capital Partners LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Point72 Asset Management LP, Third Point LLC, Tudor Investment Corp

Only LRCX (25)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, 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, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd

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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