L3VLUP
ProSign in

WAB · 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.

WABLRCX
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.
  • WAB
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterWABLRCX
Q3 20209 holders, $1.7bnnone listed holders, n.a.
Q4 202011 holders, $1.7bnnone listed holders, n.a.
Q1 202113 holders, $2.0bnnone listed holders, n.a.
Q2 202112 holders, $2.2bnnone listed holders, n.a.
Q3 202110 holders, $2.5bnnone listed holders, n.a.
Q4 20218 holders, $2.8bnnone listed holders, n.a.
Q1 20229 holders, $2.7bnnone listed holders, n.a.
Q2 20227 holders, $2.4bnnone listed holders, n.a.
Q3 20227 holders, $2.4bnnone listed holders, n.a.
Q4 20227 holders, $2.7bnnone listed holders, n.a.
Q1 202315 holders, $3.0bnnone listed holders, n.a.
Q2 202314 holders, $4.1bnnone listed holders, n.a.
Q3 202313 holders, $4.2bnnone listed holders, n.a.
Q4 202317 holders, $4.9bnnone listed holders, n.a.
Q1 202422 holders, $5.5bnnone listed holders, n.a.
Q2 202427 holders, $5.6bnnone listed holders, n.a.
Q3 202423 holders, $6.9bn2 holders, $624m
Q4 202423 holders, $7.4bn41 holders, $9.6bn
Q1 202519 holders, $7.0bn40 holders, $9.3bn
Q2 202525 holders, $8.0bn35 holders, $11.4bn
Q3 202526 holders, $7.7bn40 holders, $17.6bn
Q4 202519 holders, $8.5bn37 holders, $29.2bn
Q1 202620 holders, $9.8bn43 holders, $36.2bn
Q2 202620 holders, $10.5bn45 holders, $73.9bn
WAB

Wabtec

Holders
26
Reported value
$7.7bn
Buyers
16
Sellers
11

Breadth +5 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 WAB (7)

Baillie Gifford & Co, Farallon Capital Management LLC, PDT Partners LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Tudor Investment Corp, Wellington Management Group LLP

Only LRCX (21)

Acadian Asset Management LLC, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Holocene Advisors LP, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Investments LP, 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.

Back to the 13F Explorer →