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FTI · 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.

FTILRCX
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.
  • FTI
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterFTILRCX
Q3 202012 holders, $216mnone listed holders, n.a.
Q4 20207 holders, $124mnone listed holders, n.a.
Q1 20216 holders, $123mnone listed holders, n.a.
Q2 202110 holders, $573mnone listed holders, n.a.
Q3 20216 holders, $465mnone listed holders, n.a.
Q4 20216 holders, $392mnone listed holders, n.a.
Q1 20228 holders, $705mnone listed holders, n.a.
Q2 20228 holders, $624mnone listed holders, n.a.
Q3 20228 holders, $1.0bnnone listed holders, n.a.
Q4 202214 holders, $1.7bnnone listed holders, n.a.
Q1 202316 holders, $1.8bnnone listed holders, n.a.
Q2 202313 holders, $2.1bnnone listed holders, n.a.
Q3 202312 holders, $2.5bnnone listed holders, n.a.
Q4 202315 holders, $2.1bnnone listed holders, n.a.
Q1 202418 holders, $2.7bnnone listed holders, n.a.
Q2 202420 holders, $3.0bnnone listed holders, n.a.
Q3 202418 holders, $2.9bn2 holders, $624m
Q4 202419 holders, $2.9bn41 holders, $9.6bn
Q1 202520 holders, $3.5bn40 holders, $9.3bn
Q2 202518 holders, $3.8bn35 holders, $11.4bn
Q3 202516 holders, $4.2bn40 holders, $17.6bn
Q4 202515 holders, $5.0bn37 holders, $29.2bn
Q1 202620 holders, $8.0bn43 holders, $36.2bn
Q2 202617 holders, $6.5bn45 holders, $73.9bn
FTI

Technipfmc PLC

Holders
18
Reported value
$3.8bn
Buyers
11
Sellers
7

Breadth +4 among 95 comparable managers.

EnergyIndustrials 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 FTI (7)

Balyasny Asset Management LLC, Capital World Investors, D. E. Shaw & Co., PDT Partners LLC, Polen Capital Management LLC, Tudor Investment Corp, Voloridge Investment Management LLC

Only LRCX (24)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tiger Global Management LLC, Two Sigma Investments LP, 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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