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NSC · 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.

NSCLRCX
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.
  • NSC
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterNSCLRCX
Q3 202020 holders, $4.3bnnone listed holders, n.a.
Q4 202020 holders, $5.5bnnone listed holders, n.a.
Q1 202119 holders, $6.0bnnone listed holders, n.a.
Q2 202126 holders, $5.6bnnone listed holders, n.a.
Q3 202122 holders, $4.6bnnone listed holders, n.a.
Q4 202119 holders, $5.7bnnone listed holders, n.a.
Q1 202223 holders, $5.1bnnone listed holders, n.a.
Q2 202222 holders, $3.7bnnone listed holders, n.a.
Q3 202220 holders, $2.4bnnone listed holders, n.a.
Q4 202222 holders, $3.4bnnone listed holders, n.a.
Q1 202325 holders, $3.8bnnone listed holders, n.a.
Q2 202323 holders, $5.2bnnone listed holders, n.a.
Q3 202320 holders, $4.1bnnone listed holders, n.a.
Q4 202319 holders, $4.9bnnone listed holders, n.a.
Q1 202422 holders, $5.9bnnone listed holders, n.a.
Q2 202417 holders, $5.2bnnone listed holders, n.a.
Q3 202418 holders, $7.2bn2 holders, $624m
Q4 202424 holders, $7.2bn41 holders, $9.6bn
Q1 202517 holders, $7.8bn40 holders, $9.3bn
Q2 202522 holders, $8.8bn35 holders, $11.4bn
Q3 202530 holders, $10.3bn40 holders, $17.6bn
Q4 202529 holders, $10.2bn37 holders, $29.2bn
Q1 202628 holders, $9.3bn43 holders, $36.2bn
Q2 202629 holders, $8.7bn45 holders, $73.9bn
NSC

Norfolk Southern Corp

Holders
29
Reported value
$10.2bn
Buyers
30
Sellers
9

Breadth +21 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 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NSC (11)

Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Hudson Bay Capital Management LP, Markel Group Inc, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Third Point LLC, Tudor Investment Corp, Voloridge Investment Management LLC

Only LRCX (19)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Renaissance Technologies LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP

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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