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WWD · 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.

WWDLRCX
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.
  • WWD
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterWWDLRCX
Q3 20206 holders, $601mnone listed holders, n.a.
Q4 20205 holders, $890mnone listed holders, n.a.
Q1 20214 holders, $881mnone listed holders, n.a.
Q2 20216 holders, $935mnone listed holders, n.a.
Q3 20216 holders, $863mnone listed holders, n.a.
Q4 20217 holders, $844mnone listed holders, n.a.
Q1 20224 holders, $930mnone listed holders, n.a.
Q2 20225 holders, $678mnone listed holders, n.a.
Q3 20224 holders, $590mnone listed holders, n.a.
Q4 20227 holders, $745mnone listed holders, n.a.
Q1 20237 holders, $753mnone listed holders, n.a.
Q2 20235 holders, $862mnone listed holders, n.a.
Q3 202312 holders, $798mnone listed holders, n.a.
Q4 202312 holders, $770mnone listed holders, n.a.
Q1 202412 holders, $828mnone listed holders, n.a.
Q2 202411 holders, $938mnone listed holders, n.a.
Q3 20247 holders, $1.1bn2 holders, $624m
Q4 20248 holders, $739m41 holders, $9.6bn
Q1 202510 holders, $906m40 holders, $9.3bn
Q2 202513 holders, $1.1bn35 holders, $11.4bn
Q3 202515 holders, $1.3bn40 holders, $17.6bn
Q4 202520 holders, $1.7bn37 holders, $29.2bn
Q1 202626 holders, $2.9bn43 holders, $36.2bn
Q2 202622 holders, $3.6bn45 holders, $73.9bn
WWD

Woodward Inc

Holders
20
Reported value
$1.7bn
Buyers
19
Sellers
20

Breadth -1 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 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WWD (6)

Brevan Howard Capital Management LP, GAMCO Investors Inc, Quantbot Technologies LP, Soros Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd

Only LRCX (23)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Woodline Partners 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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