L3VLUP
ProSign in

ITRI · 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.

ITRILRCX
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.
  • ITRI
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterITRILRCX
Q3 20205 holders, $136mnone listed holders, n.a.
Q4 20205 holders, $174mnone listed holders, n.a.
Q1 20217 holders, $95mnone listed holders, n.a.
Q2 20217 holders, $156mnone listed holders, n.a.
Q3 20216 holders, $60mnone listed holders, n.a.
Q4 20214 holders, $57mnone listed holders, n.a.
Q1 20224 holders, $18mnone listed holders, n.a.
Q2 20223 holders, $74mnone listed holders, n.a.
Q3 20222 holders, $38mnone listed holders, n.a.
Q4 20222 holders, $46mnone listed holders, n.a.
Q1 20234 holders, $84mnone listed holders, n.a.
Q2 20233 holders, $104mnone listed holders, n.a.
Q3 20234 holders, $89mnone listed holders, n.a.
Q4 20234 holders, $110mnone listed holders, n.a.
Q1 20245 holders, $136mnone listed holders, n.a.
Q2 20248 holders, $177mnone listed holders, n.a.
Q3 202410 holders, $472m2 holders, $624m
Q4 20247 holders, $230m41 holders, $9.6bn
Q1 20259 holders, $324m40 holders, $9.3bn
Q2 202513 holders, $694m35 holders, $11.4bn
Q3 20257 holders, $300m40 holders, $17.6bn
Q4 202510 holders, $236m37 holders, $29.2bn
Q1 20269 holders, $276m43 holders, $36.2bn
Q2 20266 holders, $163m45 holders, $73.9bn
ITRI

Itron Inc

Holders
6
Reported value
$163m
Buyers
15
Sellers
18

Breadth -3 among 91 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
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 ITRI (2)

First Eagle Investment Management LLC, Soros Fund Management LLC

Only LRCX (41)

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, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 16 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.

Back to the 13F Explorer →