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VNT · 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.

VNTLRCX
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.
  • VNT
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterVNTLRCX
Q3 20201 holders, $313mnone listed holders, n.a.
Q4 202011 holders, $657mnone listed holders, n.a.
Q1 202110 holders, $680mnone listed holders, n.a.
Q2 20219 holders, $692mnone listed holders, n.a.
Q3 202112 holders, $763mnone listed holders, n.a.
Q4 202112 holders, $411mnone listed holders, n.a.
Q1 20228 holders, $117mnone listed holders, n.a.
Q2 202215 holders, $234mnone listed holders, n.a.
Q3 202214 holders, $168mnone listed holders, n.a.
Q4 20227 holders, $186mnone listed holders, n.a.
Q1 20238 holders, $263mnone listed holders, n.a.
Q2 20239 holders, $321mnone listed holders, n.a.
Q3 20239 holders, $711mnone listed holders, n.a.
Q4 20238 holders, $747mnone listed holders, n.a.
Q1 202411 holders, $1.0bnnone listed holders, n.a.
Q2 20248 holders, $827mnone listed holders, n.a.
Q3 20249 holders, $723m2 holders, $624m
Q4 202410 holders, $848m41 holders, $9.6bn
Q1 202513 holders, $900m40 holders, $9.3bn
Q2 202513 holders, $893m35 holders, $11.4bn
Q3 202510 holders, $1.0bn40 holders, $17.6bn
Q4 20259 holders, $974m37 holders, $29.2bn
Q1 20268 holders, $306m43 holders, $36.2bn
Q2 20269 holders, $258m45 holders, $73.9bn
VNT

Vontier Corporation

Holders
10
Reported value
$1.0bn
Buyers
3
Sellers
8

Breadth -5 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VNT (1)

Capital World Investors

Only LRCX (31)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 6 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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