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SEI · 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.

SEILRCX
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.
  • SEI
  • LRCX
0204060201820192020202220252026
Holders and value by quarter
QuarterSEILRCX
Q1 20182 holders, $7.9mnone listed holders, n.a.
Q2 20181 holders, $6.4mnone listed holders, n.a.
Q3 20181 holders, $8.4mnone listed holders, n.a.
Q4 20182 holders, $12mnone listed holders, n.a.
Q1 20192 holders, $20mnone listed holders, n.a.
Q2 20191 holders, $18mnone listed holders, n.a.
Q3 20191 holders, $16mnone listed holders, n.a.
Q4 20191 holders, $16mnone listed holders, n.a.
Q1 20203 holders, $8.7mnone listed holders, n.a.
Q2 20203 holders, $7.4mnone listed holders, n.a.
Q3 20202 holders, $572knone listed holders, n.a.
Q1 20221 holders, $255knone listed holders, n.a.
Q2 20221 holders, $231knone listed holders, n.a.
Q3 20221 holders, $161knone listed holders, n.a.
Q4 20221 holders, $171knone listed holders, n.a.
Q4 20231 holders, $3.9mnone listed holders, n.a.
Q3 2024none listed holders, n.a.2 holders, $624m
Q4 2024none listed holders, n.a.41 holders, $9.6bn
Q1 20252 holders, $5.0m40 holders, $9.3bn
Q2 20251 holders, $3.4m35 holders, $11.4bn
Q3 20259 holders, $148m40 holders, $17.6bn
Q4 20257 holders, $221m37 holders, $29.2bn
Q1 20267 holders, $342m43 holders, $36.2bn
Q2 202610 holders, $328m45 holders, $73.9bn
SEI

Solaris Oilfield Infrastructure Inc CL A

Holders
10
Reported value
$328m
Buyers
18
Sellers
17

Breadth +1 among 91 comparable managers.

EnergyIndustrials 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 SEI (4)

Davidson Kempner Capital Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Voloridge Investment Management LLC

Only LRCX (39)

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), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, and 14 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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