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MOG-A · 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.

MOG-ALRCX
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.
  • MOG-A
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterMOG-ALRCX
Q3 20202 holders, $10mnone listed holders, n.a.
Q4 20202 holders, $13mnone listed holders, n.a.
Q1 20214 holders, $23mnone listed holders, n.a.
Q2 20213 holders, $20mnone listed holders, n.a.
Q3 20212 holders, $17mnone listed holders, n.a.
Q4 20212 holders, $17mnone listed holders, n.a.
Q1 20224 holders, $25mnone listed holders, n.a.
Q2 20223 holders, $23mnone listed holders, n.a.
Q3 20223 holders, $26mnone listed holders, n.a.
Q4 20224 holders, $35mnone listed holders, n.a.
Q1 20234 holders, $30mnone listed holders, n.a.
Q2 20232 holders, $18mnone listed holders, n.a.
Q3 20232 holders, $19mnone listed holders, n.a.
Q4 20232 holders, $23mnone listed holders, n.a.
Q1 20243 holders, $26mnone listed holders, n.a.
Q2 20245 holders, $180mnone listed holders, n.a.
Q3 20244 holders, $202m2 holders, $624m
Q4 20244 holders, $122m41 holders, $9.6bn
Q1 20256 holders, $184m40 holders, $9.3bn
Q2 20258 holders, $354m35 holders, $11.4bn
Q3 20255 holders, $162m40 holders, $17.6bn
Q4 20255 holders, $188m37 holders, $29.2bn
Q1 202610 holders, $363m43 holders, $36.2bn
Q2 20268 holders, $753m45 holders, $73.9bn
MOG-A

Moog Inc

Holders
5
Reported value
$188m
Buyers
23
Sellers
10

Breadth +13 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MOG-A (4)

ARK Investment Management LLC, Capital World Investors, GAMCO Investors Inc, PDT Partners LLC

Only LRCX (36)

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, 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, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, and 11 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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