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EME · 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.

EMELRCX
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.
  • EME
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterEMELRCX
Q3 20206 holders, $108mnone listed holders, n.a.
Q4 20205 holders, $124mnone listed holders, n.a.
Q1 20215 holders, $130mnone listed holders, n.a.
Q2 20214 holders, $127mnone listed holders, n.a.
Q3 20214 holders, $117mnone listed holders, n.a.
Q4 20215 holders, $136mnone listed holders, n.a.
Q1 20225 holders, $95mnone listed holders, n.a.
Q2 20228 holders, $109mnone listed holders, n.a.
Q3 20228 holders, $132mnone listed holders, n.a.
Q4 20226 holders, $155mnone listed holders, n.a.
Q1 202311 holders, $674mnone listed holders, n.a.
Q2 202311 holders, $907mnone listed holders, n.a.
Q3 20239 holders, $1.1bnnone listed holders, n.a.
Q4 202310 holders, $1.2bnnone listed holders, n.a.
Q1 202411 holders, $2.4bnnone listed holders, n.a.
Q2 20249 holders, $2.3bnnone listed holders, n.a.
Q3 202410 holders, $2.2bn2 holders, $624m
Q4 202414 holders, $2.5bn41 holders, $9.6bn
Q1 20259 holders, $1.7bn40 holders, $9.3bn
Q2 202511 holders, $2.4bn35 holders, $11.4bn
Q3 202513 holders, $3.3bn40 holders, $17.6bn
Q4 202513 holders, $2.8bn37 holders, $29.2bn
Q1 202615 holders, $3.2bn43 holders, $36.2bn
Q2 202617 holders, $3.4bn45 holders, $73.9bn
EME

Emcor Group Inc

Holders
13
Reported value
$2.8bn
Buyers
15
Sellers
21

Breadth -6 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 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EME (3)

Soros Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd

Only LRCX (27)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, 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, Freestone Grove Partners LP, Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, and 2 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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