Holders over time
- EMR
- LRCX
| Quarter | EMR | LRCX |
|---|---|---|
| Q3 2020 | 18 holders, $2.4bn | none listed holders, n.a. |
| Q4 2020 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2021 | 16 holders, $3.8bn | none listed holders, n.a. |
| Q2 2021 | 20 holders, $4.6bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $4.4bn | none listed holders, n.a. |
| Q4 2021 | 20 holders, $3.7bn | none listed holders, n.a. |
| Q1 2022 | 21 holders, $3.3bn | none listed holders, n.a. |
| Q2 2022 | 24 holders, $2.8bn | none listed holders, n.a. |
| Q3 2022 | 28 holders, $3.1bn | none listed holders, n.a. |
| Q4 2022 | 21 holders, $4.3bn | none listed holders, n.a. |
| Q1 2023 | 26 holders, $4.3bn | none listed holders, n.a. |
| Q2 2023 | 24 holders, $4.1bn | none listed holders, n.a. |
| Q3 2023 | 20 holders, $3.8bn | none listed holders, n.a. |
| Q4 2023 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2024 | 19 holders, $4.1bn | none listed holders, n.a. |
| Q2 2024 | 24 holders, $4.3bn | none listed holders, n.a. |
| Q3 2024 | 14 holders, $3.8bn | 2 holders, $624m |
| Q4 2024 | 10 holders, $4.1bn | 41 holders, $9.6bn |
| Q1 2025 | 11 holders, $4.0bn | 40 holders, $9.3bn |
| Q2 2025 | 16 holders, $5.4bn | 35 holders, $11.4bn |
| Q3 2025 | 13 holders, $4.7bn | 40 holders, $17.6bn |
| Q4 2025 | 14 holders, $4.5bn | 37 holders, $29.2bn |
| Q1 2026 | 16 holders, $4.6bn | 43 holders, $36.2bn |
| Q2 2026 | 14 holders, $4.7bn | 45 holders, $73.9bn |
Emerson Elec Co
- Holders
- 14
- Reported value
- $4.7bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 among 91 comparable managers.
Lam Research Corp
- Holders
- 45
- Reported value
- $73.9bn
- Buyers
- 24
- Sellers
- 30
Breadth -6 among 91 comparable managers.
Who holds both, Q2 2026
Both (13)
AllianceBernstein LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only EMR (1)
Only LRCX (32)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Discovery Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 7 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.