L3VLUP
ProSign in

NDSN · 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.

NDSNLRCX
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.
  • NDSN
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterNDSNLRCX
Q3 20209 holders, $843mnone listed holders, n.a.
Q4 20207 holders, $803mnone listed holders, n.a.
Q1 20217 holders, $730mnone listed holders, n.a.
Q2 20219 holders, $696mnone listed holders, n.a.
Q3 202110 holders, $744mnone listed holders, n.a.
Q4 20219 holders, $793mnone listed holders, n.a.
Q1 20228 holders, $694mnone listed holders, n.a.
Q2 20229 holders, $626mnone listed holders, n.a.
Q3 20229 holders, $735mnone listed holders, n.a.
Q4 202214 holders, $996mnone listed holders, n.a.
Q1 20238 holders, $560mnone listed holders, n.a.
Q2 20236 holders, $499mnone listed holders, n.a.
Q3 20235 holders, $415mnone listed holders, n.a.
Q4 20236 holders, $453mnone listed holders, n.a.
Q1 20245 holders, $435mnone listed holders, n.a.
Q2 20247 holders, $562mnone listed holders, n.a.
Q3 20248 holders, $385m2 holders, $624m
Q4 20246 holders, $268m41 holders, $9.6bn
Q1 20258 holders, $364m40 holders, $9.3bn
Q2 20256 holders, $295m35 holders, $11.4bn
Q3 20258 holders, $423m40 holders, $17.6bn
Q4 20256 holders, $441m37 holders, $29.2bn
Q1 20267 holders, $488m43 holders, $36.2bn
Q2 20265 holders, $599m45 holders, $73.9bn
NDSN

Nordson Corp

Holders
6
Reported value
$441m
Buyers
19
Sellers
13

Breadth +6 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NDSN (2)

GAMCO Investors Inc, Schonfeld Strategic Advisors LLC

Only LRCX (33)

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, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, and 8 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.

Back to the 13F Explorer →