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MTZ · 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.

MTZLRCX
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.
  • MTZ
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterMTZLRCX
Q3 20207 holders, $49mnone listed holders, n.a.
Q4 20205 holders, $16mnone listed holders, n.a.
Q1 20215 holders, $47mnone listed holders, n.a.
Q2 202110 holders, $632mnone listed holders, n.a.
Q3 20216 holders, $49mnone listed holders, n.a.
Q4 20214 holders, $56mnone listed holders, n.a.
Q1 20223 holders, $75mnone listed holders, n.a.
Q2 20223 holders, $73mnone listed holders, n.a.
Q3 20224 holders, $105mnone listed holders, n.a.
Q4 20224 holders, $91mnone listed holders, n.a.
Q1 20235 holders, $123mnone listed holders, n.a.
Q2 20237 holders, $545mnone listed holders, n.a.
Q3 20236 holders, $315mnone listed holders, n.a.
Q4 20236 holders, $510mnone listed holders, n.a.
Q1 202410 holders, $637mnone listed holders, n.a.
Q2 20249 holders, $1.0bnnone listed holders, n.a.
Q3 202410 holders, $792m2 holders, $624m
Q4 202414 holders, $1.1bn41 holders, $9.6bn
Q1 202512 holders, $575m40 holders, $9.3bn
Q2 202515 holders, $1.2bn35 holders, $11.4bn
Q3 202514 holders, $1.3bn40 holders, $17.6bn
Q4 202513 holders, $1.4bn37 holders, $29.2bn
Q1 202622 holders, $2.1bn43 holders, $36.2bn
Q2 202617 holders, $2.0bn45 holders, $73.9bn
MTZ

Mastec Inc

Holders
13
Reported value
$1.4bn
Buyers
18
Sellers
19

Breadth -1 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 MTZ (5)

PDT Partners LLC, Point72 Asset Management LP, Soros Fund Management LLC, Third Point LLC, Walleye Capital LLC

Only LRCX (29)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors 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), Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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