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CHRW · 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.

CHRWLRCX
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.
  • CHRW
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterCHRWLRCX
Q3 202019 holders, $2.4bnnone listed holders, n.a.
Q4 202016 holders, $2.3bnnone listed holders, n.a.
Q1 202113 holders, $1.6bnnone listed holders, n.a.
Q2 202110 holders, $1.2bnnone listed holders, n.a.
Q3 20218 holders, $1.2bnnone listed holders, n.a.
Q4 20218 holders, $1.5bnnone listed holders, n.a.
Q1 20229 holders, $1.6bnnone listed holders, n.a.
Q2 202213 holders, $1.7bnnone listed holders, n.a.
Q3 20229 holders, $1.6bnnone listed holders, n.a.
Q4 202212 holders, $1.5bnnone listed holders, n.a.
Q1 202311 holders, $1.6bnnone listed holders, n.a.
Q2 20239 holders, $1.3bnnone listed holders, n.a.
Q3 20237 holders, $1.2bnnone listed holders, n.a.
Q4 20238 holders, $1.1bnnone listed holders, n.a.
Q1 20246 holders, $1.1bnnone listed holders, n.a.
Q2 202412 holders, $1.9bnnone listed holders, n.a.
Q3 202413 holders, $2.4bn2 holders, $624m
Q4 202415 holders, $2.2bn41 holders, $9.6bn
Q1 202512 holders, $2.1bn40 holders, $9.3bn
Q2 20259 holders, $1.8bn35 holders, $11.4bn
Q3 202512 holders, $3.0bn40 holders, $17.6bn
Q4 202515 holders, $4.0bn37 holders, $29.2bn
Q1 202611 holders, $3.3bn43 holders, $36.2bn
Q2 202612 holders, $3.1bn45 holders, $73.9bn
CHRW

C H Robinson Worldwide Inc

Holders
15
Reported value
$4.0bn
Buyers
19
Sellers
16

Breadth +3 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CHRW (4)

Capital World Investors, First Eagle Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd

Only LRCX (26)

Acadian Asset Management LLC, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, and 1 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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