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RBC · 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.

RBCLRCX
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.
  • RBC
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterRBCLRCX
Q3 20205 holders, $312mnone listed holders, n.a.
Q4 20203 holders, $438mnone listed holders, n.a.
Q1 20212 holders, $430mnone listed holders, n.a.
Q2 20212 holders, $413mnone listed holders, n.a.
Q3 20214 holders, $941mnone listed holders, n.a.
Q4 20214 holders, $889mnone listed holders, n.a.
Q1 20223 holders, $1.0bnnone listed holders, n.a.
Q2 20223 holders, $1.1bnnone listed holders, n.a.
Q3 20225 holders, $1.2bnnone listed holders, n.a.
Q4 20224 holders, $1.3bnnone listed holders, n.a.
Q1 20234 holders, $1.3bnnone listed holders, n.a.
Q2 20234 holders, $1.2bnnone listed holders, n.a.
Q3 20233 holders, $1.3bnnone listed holders, n.a.
Q4 20233 holders, $1.7bnnone listed holders, n.a.
Q1 20243 holders, $1.5bnnone listed holders, n.a.
Q2 20245 holders, $1.5bnnone listed holders, n.a.
Q3 20245 holders, $1.8bn2 holders, $624m
Q4 20243 holders, $1.7bn41 holders, $9.6bn
Q1 20256 holders, $1.7bn40 holders, $9.3bn
Q2 20256 holders, $2.0bn35 holders, $11.4bn
Q3 20257 holders, $1.8bn40 holders, $17.6bn
Q4 202510 holders, $2.0bn37 holders, $29.2bn
Q1 202613 holders, $3.5bn43 holders, $36.2bn
Q2 202620 holders, $4.8bn45 holders, $73.9bn
RBC

RBC Bearings Inc

Holders
20
Reported value
$4.8bn
Buyers
25
Sellers
11

Breadth +14 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 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RBC (4)

Durable Capital Partners LP, Point72 Asset Management LP, Soros Fund Management LLC, Tudor Investment Corp

Only LRCX (29)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, and 4 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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