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AAON · 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.

AAONLRCX
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.
  • AAON
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterAAONLRCX
Q3 20203 holders, $201mnone listed holders, n.a.
Q4 20202 holders, $219mnone listed holders, n.a.
Q1 20212 holders, $232mnone listed holders, n.a.
Q2 20213 holders, $202mnone listed holders, n.a.
Q3 20212 holders, $206mnone listed holders, n.a.
Q4 20212 holders, $241mnone listed holders, n.a.
Q1 20223 holders, $167mnone listed holders, n.a.
Q2 20221 holders, $129mnone listed holders, n.a.
Q3 20221 holders, $73mnone listed holders, n.a.
Q4 20221 holders, $66mnone listed holders, n.a.
Q1 20234 holders, $34mnone listed holders, n.a.
Q2 20232 holders, $11mnone listed holders, n.a.
Q3 20232 holders, $8.3mnone listed holders, n.a.
Q4 20232 holders, $11mnone listed holders, n.a.
Q1 20242 holders, $9.7mnone listed holders, n.a.
Q2 20243 holders, $7.5mnone listed holders, n.a.
Q3 20242 holders, $34m2 holders, $624m
Q4 20242 holders, $43m41 holders, $9.6bn
Q1 20251 holders, $3.9m40 holders, $9.3bn
Q2 20251 holders, $236k35 holders, $11.4bn
Q3 20254 holders, $532m40 holders, $17.6bn
Q4 20253 holders, $580m37 holders, $29.2bn
Q1 20263 holders, $789m43 holders, $36.2bn
Q2 20262 holders, $872m45 holders, $73.9bn
AAON

Aaon Inc

Holders
3
Reported value
$580m
Buyers
11
Sellers
14

Breadth -3 among 92 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
37
Reported value
$29.2bn
Buyers
23
Sellers
26

Breadth -3 among 92 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q4 2025

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only AAON (3)

Capital World Investors, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP

Only LRCX (37)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 12 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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