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FLR · 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.

FLRLRCX
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.
  • FLR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterFLRLRCX
Q3 20204 holders, $47mnone listed holders, n.a.
Q4 20203 holders, $59mnone listed holders, n.a.
Q1 20212 holders, $54mnone listed holders, n.a.
Q2 20214 holders, $239mnone listed holders, n.a.
Q3 20215 holders, $219mnone listed holders, n.a.
Q4 20214 holders, $394mnone listed holders, n.a.
Q1 20225 holders, $467mnone listed holders, n.a.
Q2 20227 holders, $454mnone listed holders, n.a.
Q3 20227 holders, $770mnone listed holders, n.a.
Q4 202210 holders, $1.2bnnone listed holders, n.a.
Q1 20238 holders, $767mnone listed holders, n.a.
Q2 20239 holders, $845mnone listed holders, n.a.
Q3 202315 holders, $1.6bnnone listed holders, n.a.
Q4 20239 holders, $1.6bnnone listed holders, n.a.
Q1 20248 holders, $1.7bnnone listed holders, n.a.
Q2 20246 holders, $1.7bnnone listed holders, n.a.
Q3 20246 holders, $1.6bn2 holders, $624m
Q4 202412 holders, $1.6bn41 holders, $9.6bn
Q1 202514 holders, $991m40 holders, $9.3bn
Q2 202512 holders, $1.4bn35 holders, $11.4bn
Q3 202511 holders, $978m40 holders, $17.6bn
Q4 20258 holders, $791m37 holders, $29.2bn
Q1 202618 holders, $843m43 holders, $36.2bn
Q2 202614 holders, $697m45 holders, $73.9bn
FLR

Fluor Corp

Holders
14
Reported value
$697m
Buyers
18
Sellers
22

Breadth -4 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 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FLR (4)

Greenlight Capital, Point72 Asset Management LP, Starboard Value LP, Winton Group Ltd

Only LRCX (35)

Acadian Asset Management LLC, AllianceBernstein LP, 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, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, 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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