L3VLUP
ProSign in

XYL · 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.

XYLLRCX
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.
  • XYL
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterXYLLRCX
Q3 20207 holders, $519mnone listed holders, n.a.
Q4 20207 holders, $656mnone listed holders, n.a.
Q1 20216 holders, $904mnone listed holders, n.a.
Q2 20217 holders, $967mnone listed holders, n.a.
Q3 20215 holders, $1.0bnnone listed holders, n.a.
Q4 202111 holders, $1.1bnnone listed holders, n.a.
Q1 202213 holders, $1.0bnnone listed holders, n.a.
Q2 202210 holders, $897mnone listed holders, n.a.
Q3 202211 holders, $913mnone listed holders, n.a.
Q4 20229 holders, $1.1bnnone listed holders, n.a.
Q1 202321 holders, $1.7bnnone listed holders, n.a.
Q2 202323 holders, $2.3bnnone listed holders, n.a.
Q3 202318 holders, $1.5bnnone listed holders, n.a.
Q4 202317 holders, $1.9bnnone listed holders, n.a.
Q1 202414 holders, $2.1bnnone listed holders, n.a.
Q2 202422 holders, $2.5bnnone listed holders, n.a.
Q3 202414 holders, $1.9bn2 holders, $624m
Q4 20249 holders, $1.4bn41 holders, $9.6bn
Q1 202511 holders, $1.9bn40 holders, $9.3bn
Q2 202514 holders, $2.0bn35 holders, $11.4bn
Q3 202513 holders, $2.0bn40 holders, $17.6bn
Q4 202514 holders, $1.6bn37 holders, $29.2bn
Q1 202616 holders, $1.3bn43 holders, $36.2bn
Q2 202610 holders, $1.2bn45 holders, $73.9bn
XYL

Xylem Inc

Holders
13
Reported value
$2.0bn
Buyers
6
Sellers
8

Breadth -2 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only XYL (2)

GAMCO Investors Inc, Renaissance Technologies LLC

Only LRCX (29)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, and 4 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.

Back to the 13F Explorer →