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DCI · 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.

DCILRCX
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.
  • DCI
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterDCILRCX
Q3 20207 holders, $199mnone listed holders, n.a.
Q4 20207 holders, $203mnone listed holders, n.a.
Q1 20217 holders, $164mnone listed holders, n.a.
Q2 20217 holders, $195mnone listed holders, n.a.
Q3 20217 holders, $205mnone listed holders, n.a.
Q4 202111 holders, $215mnone listed holders, n.a.
Q1 202212 holders, $156mnone listed holders, n.a.
Q2 202212 holders, $147mnone listed holders, n.a.
Q3 20227 holders, $105mnone listed holders, n.a.
Q4 20228 holders, $154mnone listed holders, n.a.
Q1 202311 holders, $201mnone listed holders, n.a.
Q2 202310 holders, $206mnone listed holders, n.a.
Q3 20236 holders, $180mnone listed holders, n.a.
Q4 20238 holders, $221mnone listed holders, n.a.
Q1 202410 holders, $248mnone listed holders, n.a.
Q2 20249 holders, $254mnone listed holders, n.a.
Q3 202411 holders, $268m2 holders, $624m
Q4 20247 holders, $256m41 holders, $9.6bn
Q1 20259 holders, $259m40 holders, $9.3bn
Q2 20259 holders, $183m35 holders, $11.4bn
Q3 20259 holders, $209m40 holders, $17.6bn
Q4 202511 holders, $295m37 holders, $29.2bn
Q1 20267 holders, $227m43 holders, $36.2bn
Q2 202610 holders, $313m45 holders, $73.9bn
DCI

Donaldson Inc

Holders
9
Reported value
$209m
Buyers
4
Sellers
5

Breadth -1 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
40
Reported value
$17.6bn
Buyers
24
Sellers
16

Breadth +8 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 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 DCI (3)

First Eagle Investment Management LLC, GAMCO Investors Inc, PDT Partners LLC

Only LRCX (34)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, and 9 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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