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PH · 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.

PHLRCX
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.
  • PH
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterPHLRCX
Q3 202028 holders, $3.3bnnone listed holders, n.a.
Q4 202021 holders, $3.9bnnone listed holders, n.a.
Q1 202116 holders, $3.0bnnone listed holders, n.a.
Q2 202116 holders, $2.6bnnone listed holders, n.a.
Q3 202123 holders, $2.7bnnone listed holders, n.a.
Q4 202118 holders, $3.0bnnone listed holders, n.a.
Q1 202220 holders, $3.1bnnone listed holders, n.a.
Q2 202215 holders, $3.1bnnone listed holders, n.a.
Q3 202223 holders, $3.4bnnone listed holders, n.a.
Q4 202219 holders, $3.9bnnone listed holders, n.a.
Q1 202321 holders, $4.6bnnone listed holders, n.a.
Q2 202314 holders, $4.6bnnone listed holders, n.a.
Q3 202323 holders, $4.6bnnone listed holders, n.a.
Q4 202323 holders, $4.9bnnone listed holders, n.a.
Q1 202427 holders, $6.1bnnone listed holders, n.a.
Q2 202431 holders, $5.9bnnone listed holders, n.a.
Q3 202426 holders, $7.9bn2 holders, $624m
Q4 202425 holders, $7.8bn41 holders, $9.6bn
Q1 202518 holders, $7.9bn40 holders, $9.3bn
Q2 202516 holders, $9.8bn35 holders, $11.4bn
Q3 202521 holders, $10.7bn40 holders, $17.6bn
Q4 202523 holders, $13.3bn37 holders, $29.2bn
Q1 202632 holders, $12.7bn43 holders, $36.2bn
Q2 202630 holders, $13.0bn45 holders, $73.9bn
PH

Parker-hannifin Corp

Holders
32
Reported value
$12.7bn
Buyers
29
Sellers
12

Breadth +17 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 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PH (8)

Capital World Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Harris Associates LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Walleye Capital LLC, Wellington Management Group LLP

Only LRCX (19)

Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Polen Capital Management LLC, Squarepoint Ops LLC, Third Point LLC, Tiger Global Management LLC, Two Sigma Investments LP, Verition Fund Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd

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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