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KBR · 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.

KBRLRCX
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.
  • KBR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterKBRLRCX
Q3 20207 holders, $415mnone listed holders, n.a.
Q4 20206 holders, $512mnone listed holders, n.a.
Q1 20215 holders, $481mnone listed holders, n.a.
Q2 20215 holders, $392mnone listed holders, n.a.
Q3 20214 holders, $412mnone listed holders, n.a.
Q4 20216 holders, $1.2bnnone listed holders, n.a.
Q1 202211 holders, $1.6bnnone listed holders, n.a.
Q2 202213 holders, $1.6bnnone listed holders, n.a.
Q3 202212 holders, $1.4bnnone listed holders, n.a.
Q4 202212 holders, $1.7bnnone listed holders, n.a.
Q1 202312 holders, $1.9bnnone listed holders, n.a.
Q2 20239 holders, $2.4bnnone listed holders, n.a.
Q3 202314 holders, $2.3bnnone listed holders, n.a.
Q4 20239 holders, $2.0bnnone listed holders, n.a.
Q1 202416 holders, $2.5bnnone listed holders, n.a.
Q2 202411 holders, $2.3bnnone listed holders, n.a.
Q3 202411 holders, $2.3bn2 holders, $624m
Q4 20249 holders, $1.4bn41 holders, $9.6bn
Q1 202514 holders, $1.2bn40 holders, $9.3bn
Q2 202510 holders, $1.3bn35 holders, $11.4bn
Q3 20259 holders, $1.3bn40 holders, $17.6bn
Q4 20258 holders, $1.2bn37 holders, $29.2bn
Q1 202610 holders, $931m43 holders, $36.2bn
Q2 20269 holders, $928m45 holders, $73.9bn
KBR

KBR Inc

Holders
8
Reported value
$1.2bn
Buyers
21
Sellers
13

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

Only KBR (1)

Voloridge Investment Management LLC

Only LRCX (30)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, 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, and 5 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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