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FDX · 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.

FDXLRCX
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.
  • FDX
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterFDXLRCX
Q3 202026 holders, $12.2bnnone listed holders, n.a.
Q4 202022 holders, $10.6bnnone listed holders, n.a.
Q1 202128 holders, $11.4bnnone listed holders, n.a.
Q2 202125 holders, $11.9bnnone listed holders, n.a.
Q3 202126 holders, $8.2bnnone listed holders, n.a.
Q4 202130 holders, $10.7bnnone listed holders, n.a.
Q1 202220 holders, $8.6bnnone listed holders, n.a.
Q2 202222 holders, $8.5bnnone listed holders, n.a.
Q3 202218 holders, $5.0bnnone listed holders, n.a.
Q4 202223 holders, $17.6bnnone listed holders, n.a.
Q1 202327 holders, $8.7bnnone listed holders, n.a.
Q2 202330 holders, $8.0bnnone listed holders, n.a.
Q3 202330 holders, $8.5bnnone listed holders, n.a.
Q4 202329 holders, $7.3bnnone listed holders, n.a.
Q1 202425 holders, $7.9bnnone listed holders, n.a.
Q2 202425 holders, $9.0bnnone listed holders, n.a.
Q3 202422 holders, $7.2bn2 holders, $624m
Q4 202424 holders, $7.5bn41 holders, $9.6bn
Q1 202521 holders, $5.2bn40 holders, $9.3bn
Q2 202519 holders, $5.9bn35 holders, $11.4bn
Q3 202522 holders, $7.0bn40 holders, $17.6bn
Q4 202521 holders, $9.2bn37 holders, $29.2bn
Q1 202631 holders, $10.9bn43 holders, $36.2bn
Q2 202628 holders, $8.5bn45 holders, $73.9bn
FDX

Fedex Corp

Holders
22
Reported value
$7.0bn
Buyers
16
Sellers
6

Breadth +10 among 95 comparable managers.

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

Only FDX (7)

Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Markel Group Inc, PDT Partners LLC, Renaissance Technologies LLC, Southeastern Asset Management Inc

Only LRCX (25)

AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP

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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