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ARW · 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.

ARWLRCX
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.
  • ARW
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterARWLRCX
Q3 20207 holders, $537mnone listed holders, n.a.
Q4 20207 holders, $570mnone listed holders, n.a.
Q1 20217 holders, $451mnone listed holders, n.a.
Q2 20216 holders, $401mnone listed holders, n.a.
Q3 20214 holders, $310mnone listed holders, n.a.
Q4 20214 holders, $381mnone listed holders, n.a.
Q1 20229 holders, $477mnone listed holders, n.a.
Q2 202210 holders, $478mnone listed holders, n.a.
Q3 202210 holders, $412mnone listed holders, n.a.
Q4 20229 holders, $458mnone listed holders, n.a.
Q1 202311 holders, $308mnone listed holders, n.a.
Q2 20237 holders, $334mnone listed holders, n.a.
Q3 20238 holders, $300mnone listed holders, n.a.
Q4 202314 holders, $448mnone listed holders, n.a.
Q1 202412 holders, $460mnone listed holders, n.a.
Q2 20249 holders, $291mnone listed holders, n.a.
Q3 20246 holders, $270m2 holders, $624m
Q4 20244 holders, $181m41 holders, $9.6bn
Q1 20257 holders, $163m40 holders, $9.3bn
Q2 20256 holders, $338m35 holders, $11.4bn
Q3 20254 holders, $413m40 holders, $17.6bn
Q4 20257 holders, $265m37 holders, $29.2bn
Q1 20264 holders, $415m43 holders, $36.2bn
Q2 202612 holders, $1.1bn45 holders, $73.9bn
ARW

Arrow Electrs Inc

Holders
7
Reported value
$265m
Buyers
18
Sellers
11

Breadth +7 among 92 comparable managers.

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

Only ARW (1)

Brevan Howard Capital Management LP

Only LRCX (31)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, 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), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, 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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