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EMR · 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.

EMRLRCX
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.
  • EMR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterEMRLRCX
Q3 202018 holders, $2.4bnnone listed holders, n.a.
Q4 202018 holders, $3.5bnnone listed holders, n.a.
Q1 202116 holders, $3.8bnnone listed holders, n.a.
Q2 202120 holders, $4.6bnnone listed holders, n.a.
Q3 202117 holders, $4.4bnnone listed holders, n.a.
Q4 202120 holders, $3.7bnnone listed holders, n.a.
Q1 202221 holders, $3.3bnnone listed holders, n.a.
Q2 202224 holders, $2.8bnnone listed holders, n.a.
Q3 202228 holders, $3.1bnnone listed holders, n.a.
Q4 202221 holders, $4.3bnnone listed holders, n.a.
Q1 202326 holders, $4.3bnnone listed holders, n.a.
Q2 202324 holders, $4.1bnnone listed holders, n.a.
Q3 202320 holders, $3.8bnnone listed holders, n.a.
Q4 202318 holders, $3.5bnnone listed holders, n.a.
Q1 202419 holders, $4.1bnnone listed holders, n.a.
Q2 202424 holders, $4.3bnnone listed holders, n.a.
Q3 202414 holders, $3.8bn2 holders, $624m
Q4 202410 holders, $4.1bn41 holders, $9.6bn
Q1 202511 holders, $4.0bn40 holders, $9.3bn
Q2 202516 holders, $5.4bn35 holders, $11.4bn
Q3 202513 holders, $4.7bn40 holders, $17.6bn
Q4 202514 holders, $4.5bn37 holders, $29.2bn
Q1 202616 holders, $4.6bn43 holders, $36.2bn
Q2 202614 holders, $4.7bn45 holders, $73.9bn
EMR

Emerson Elec Co

Holders
14
Reported value
$4.5bn
Buyers
16
Sellers
16

Breadth 0 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EMR (5)

Caxton Associates LLP, Schonfeld Strategic Advisors LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

Only LRCX (28)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, 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, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers LP, and 3 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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