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LEN · 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.

LENLRCX
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.
  • LEN
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterLENLRCX
Q3 202013 holders, $3.3bnnone listed holders, n.a.
Q4 202010 holders, $3.1bnnone listed holders, n.a.
Q1 202110 holders, $4.3bnnone listed holders, n.a.
Q2 202110 holders, $3.8bnnone listed holders, n.a.
Q3 20217 holders, $3.4bnnone listed holders, n.a.
Q4 202116 holders, $4.1bnnone listed holders, n.a.
Q1 202218 holders, $2.7bnnone listed holders, n.a.
Q2 202212 holders, $2.2bnnone listed holders, n.a.
Q3 20228 holders, $3.6bnnone listed holders, n.a.
Q4 202214 holders, $5.2bnnone listed holders, n.a.
Q1 202319 holders, $5.9bnnone listed holders, n.a.
Q2 202325 holders, $6.1bnnone listed holders, n.a.
Q3 202325 holders, $5.1bnnone listed holders, n.a.
Q4 202326 holders, $6.4bnnone listed holders, n.a.
Q1 202426 holders, $7.2bnnone listed holders, n.a.
Q2 202425 holders, $6.1bnnone listed holders, n.a.
Q3 202426 holders, $6.8bn2 holders, $624m
Q4 202422 holders, $4.1bn41 holders, $9.6bn
Q1 202524 holders, $3.0bn40 holders, $9.3bn
Q2 202519 holders, $3.0bn35 holders, $11.4bn
Q3 202514 holders, $3.1bn40 holders, $17.6bn
Q4 202521 holders, $2.4bn37 holders, $29.2bn
Q1 202613 holders, $2.2bn43 holders, $36.2bn
Q2 202612 holders, $2.3bn45 holders, $73.9bn
LEN

Lennar Corp

Holders
21
Reported value
$2.4bn
Buyers
25
Sellers
12

Breadth +13 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LEN (8)

Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Jane Street Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Winton Group Ltd

Only LRCX (24)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC

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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