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IR · 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.

IRLRCX
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.
  • IR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterIRLRCX
Q3 202013 holders, $6.1bnnone listed holders, n.a.
Q4 202020 holders, $7.2bnnone listed holders, n.a.
Q1 202114 holders, $6.9bnnone listed holders, n.a.
Q2 202116 holders, $7.0bnnone listed holders, n.a.
Q3 202117 holders, $7.8bnnone listed holders, n.a.
Q4 202113 holders, $8.8bnnone listed holders, n.a.
Q1 202212 holders, $7.5bnnone listed holders, n.a.
Q2 202212 holders, $6.3bnnone listed holders, n.a.
Q3 202212 holders, $4.2bnnone listed holders, n.a.
Q4 202218 holders, $5.1bnnone listed holders, n.a.
Q1 202323 holders, $5.9bnnone listed holders, n.a.
Q2 202321 holders, $6.7bnnone listed holders, n.a.
Q3 202319 holders, $6.4bnnone listed holders, n.a.
Q4 202317 holders, $6.8bnnone listed holders, n.a.
Q1 202417 holders, $8.1bnnone listed holders, n.a.
Q2 202415 holders, $8.9bnnone listed holders, n.a.
Q3 202412 holders, $9.7bn2 holders, $624m
Q4 202416 holders, $8.2bn41 holders, $9.6bn
Q1 202513 holders, $6.9bn40 holders, $9.3bn
Q2 202516 holders, $7.2bn35 holders, $11.4bn
Q3 202514 holders, $7.0bn40 holders, $17.6bn
Q4 202513 holders, $6.2bn37 holders, $29.2bn
Q1 202612 holders, $9.5bn43 holders, $36.2bn
Q2 202614 holders, $9.2bn45 holders, $73.9bn
IR

Ingersoll Rand Inc

Holders
13
Reported value
$6.2bn
Buyers
18
Sellers
20

Breadth -2 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 IR (5)

Capital World Investors, GAMCO Investors Inc, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP

Only LRCX (29)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, 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, Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Tiger Global Management LLC, and 4 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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