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JBHT · 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.

JBHTLRCX
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.
  • JBHT
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterJBHTLRCX
Q3 202017 holders, $2.2bnnone listed holders, n.a.
Q4 202012 holders, $2.7bnnone listed holders, n.a.
Q1 20219 holders, $3.6bnnone listed holders, n.a.
Q2 202114 holders, $3.2bnnone listed holders, n.a.
Q3 20217 holders, $3.2bnnone listed holders, n.a.
Q4 20219 holders, $3.8bnnone listed holders, n.a.
Q1 202216 holders, $4.0bnnone listed holders, n.a.
Q2 202218 holders, $3.0bnnone listed holders, n.a.
Q3 202217 holders, $2.5bnnone listed holders, n.a.
Q4 202215 holders, $2.7bnnone listed holders, n.a.
Q1 202316 holders, $2.6bnnone listed holders, n.a.
Q2 202312 holders, $2.3bnnone listed holders, n.a.
Q3 202314 holders, $2.6bnnone listed holders, n.a.
Q4 202314 holders, $2.8bnnone listed holders, n.a.
Q1 202410 holders, $2.6bnnone listed holders, n.a.
Q2 202412 holders, $1.7bnnone listed holders, n.a.
Q3 202412 holders, $1.4bn2 holders, $624m
Q4 202413 holders, $1.8bn41 holders, $9.6bn
Q1 202517 holders, $1.5bn40 holders, $9.3bn
Q2 202513 holders, $1.5bn35 holders, $11.4bn
Q3 202510 holders, $1.5bn40 holders, $17.6bn
Q4 202516 holders, $2.7bn37 holders, $29.2bn
Q1 202614 holders, $2.6bn43 holders, $36.2bn
Q2 202614 holders, $3.6bn45 holders, $73.9bn
JBHT

Hunt J B Trans SVCS Inc

Holders
16
Reported value
$2.7bn
Buyers
23
Sellers
15

Breadth +8 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JBHT (5)

Hudson Bay Capital Management LP, Quantbot Technologies LP, Steadfast Capital Management LP, Wellington Management Group LLP, Winton Group Ltd

Only LRCX (26)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, 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, Two Sigma Investments LP, Verition Fund Management LLC, 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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