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ODFL · 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.

ODFLLRCX
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.
  • ODFL
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterODFLLRCX
Q3 202030 holders, $3.9bnnone listed holders, n.a.
Q4 202021 holders, $3.8bnnone listed holders, n.a.
Q1 202115 holders, $4.5bnnone listed holders, n.a.
Q2 202117 holders, $4.3bnnone listed holders, n.a.
Q3 202112 holders, $4.9bnnone listed holders, n.a.
Q4 202113 holders, $6.0bnnone listed holders, n.a.
Q1 202211 holders, $5.0bnnone listed holders, n.a.
Q2 202210 holders, $5.1bnnone listed holders, n.a.
Q3 202211 holders, $5.3bnnone listed holders, n.a.
Q4 202210 holders, $6.1bnnone listed holders, n.a.
Q1 202315 holders, $7.1bnnone listed holders, n.a.
Q2 202312 holders, $7.3bnnone listed holders, n.a.
Q3 202316 holders, $7.3bnnone listed holders, n.a.
Q4 202319 holders, $6.6bnnone listed holders, n.a.
Q1 202417 holders, $7.3bnnone listed holders, n.a.
Q2 202418 holders, $5.9bnnone listed holders, n.a.
Q3 202419 holders, $6.7bn2 holders, $624m
Q4 202418 holders, $4.8bn41 holders, $9.6bn
Q1 202513 holders, $3.8bn40 holders, $9.3bn
Q2 202517 holders, $3.8bn35 holders, $11.4bn
Q3 202518 holders, $3.6bn40 holders, $17.6bn
Q4 202516 holders, $5.7bn37 holders, $29.2bn
Q1 202613 holders, $6.6bn43 holders, $36.2bn
Q2 202615 holders, $7.5bn45 holders, $73.9bn
ODFL

Old Dominion Freight Line In

Holders
15
Reported value
$7.5bn
Buyers
20
Sellers
16

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

Only ODFL (3)

First Eagle Investment Management LLC, Markel Group Inc, Voloridge Investment Management LLC

Only LRCX (33)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, and 8 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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