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GPC · 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.

GPCLRCX
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.
  • GPC
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterGPCLRCX
Q3 20208 holders, $158mnone listed holders, n.a.
Q4 20209 holders, $179mnone listed holders, n.a.
Q1 20217 holders, $262mnone listed holders, n.a.
Q2 20219 holders, $314mnone listed holders, n.a.
Q3 202113 holders, $360mnone listed holders, n.a.
Q4 202111 holders, $505mnone listed holders, n.a.
Q1 202211 holders, $581mnone listed holders, n.a.
Q2 202213 holders, $621mnone listed holders, n.a.
Q3 202212 holders, $958mnone listed holders, n.a.
Q4 202214 holders, $1.1bnnone listed holders, n.a.
Q1 202316 holders, $1.2bnnone listed holders, n.a.
Q2 202314 holders, $1.1bnnone listed holders, n.a.
Q3 202316 holders, $1.0bnnone listed holders, n.a.
Q4 202311 holders, $743mnone listed holders, n.a.
Q1 202410 holders, $829mnone listed holders, n.a.
Q2 20249 holders, $725mnone listed holders, n.a.
Q3 20247 holders, $863m2 holders, $624m
Q4 202410 holders, $935m41 holders, $9.6bn
Q1 202510 holders, $793m40 holders, $9.3bn
Q2 20257 holders, $520m35 holders, $11.4bn
Q3 202515 holders, $963m40 holders, $17.6bn
Q4 202510 holders, $1.0bn37 holders, $29.2bn
Q1 202614 holders, $1.1bn43 holders, $36.2bn
Q2 202610 holders, $1.1bn45 holders, $73.9bn
GPC

Genuine Parts Co

Holders
14
Reported value
$1.1bn
Buyers
17
Sellers
21

Breadth -4 among 91 comparable managers.

Industrials
LRCX

Lam Research Corp

Holders
43
Reported value
$36.2bn
Buyers
26
Sellers
26

Breadth 0 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2026

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GPC (6)

Baupost Group LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Marshall Wace LLP, Point72 Asset Management LP

Only LRCX (35)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 10 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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