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CHRW · 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.

CHRWLRCX
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.
  • CHRW
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterCHRWLRCX
Q3 202019 holders, $2.4bnnone listed holders, n.a.
Q4 202016 holders, $2.3bnnone listed holders, n.a.
Q1 202113 holders, $1.6bnnone listed holders, n.a.
Q2 202110 holders, $1.2bnnone listed holders, n.a.
Q3 20218 holders, $1.2bnnone listed holders, n.a.
Q4 20218 holders, $1.5bnnone listed holders, n.a.
Q1 20229 holders, $1.6bnnone listed holders, n.a.
Q2 202213 holders, $1.7bnnone listed holders, n.a.
Q3 20229 holders, $1.6bnnone listed holders, n.a.
Q4 202212 holders, $1.5bnnone listed holders, n.a.
Q1 202311 holders, $1.6bnnone listed holders, n.a.
Q2 20239 holders, $1.3bnnone listed holders, n.a.
Q3 20237 holders, $1.2bnnone listed holders, n.a.
Q4 20238 holders, $1.1bnnone listed holders, n.a.
Q1 20246 holders, $1.1bnnone listed holders, n.a.
Q2 202412 holders, $1.9bnnone listed holders, n.a.
Q3 202413 holders, $2.4bn2 holders, $624m
Q4 202415 holders, $2.2bn41 holders, $9.6bn
Q1 202512 holders, $2.1bn40 holders, $9.3bn
Q2 20259 holders, $1.8bn35 holders, $11.4bn
Q3 202512 holders, $3.0bn40 holders, $17.6bn
Q4 202515 holders, $4.0bn37 holders, $29.2bn
Q1 202611 holders, $3.3bn43 holders, $36.2bn
Q2 202612 holders, $3.1bn45 holders, $73.9bn
CHRW

C H Robinson Worldwide Inc

Holders
12
Reported value
$3.1bn
Buyers
14
Sellers
23

Breadth -9 among 91 comparable managers.

Industrials
LRCX

Lam Research Corp

Holders
45
Reported value
$73.9bn
Buyers
24
Sellers
30

Breadth -6 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2026

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CHRW (2)

Davidson Kempner Capital Management LP, First Eagle Investment Management LLC

Only LRCX (35)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, 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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