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SXI · 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.

SXILRCX
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.
  • SXI
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterSXILRCX
Q3 20201 holders, $4.8mnone listed holders, n.a.
Q4 20201 holders, $6.3mnone listed holders, n.a.
Q1 20211 holders, $7.8mnone listed holders, n.a.
Q2 20211 holders, $7.7mnone listed holders, n.a.
Q3 20211 holders, $8.0mnone listed holders, n.a.
Q4 20211 holders, $9.1mnone listed holders, n.a.
Q1 20221 holders, $8.2mnone listed holders, n.a.
Q2 20221 holders, $7.0mnone listed holders, n.a.
Q3 20221 holders, $6.7mnone listed holders, n.a.
Q4 20221 holders, $8.4mnone listed holders, n.a.
Q1 20231 holders, $10mnone listed holders, n.a.
Q2 20232 holders, $80mnone listed holders, n.a.
Q3 20232 holders, $120mnone listed holders, n.a.
Q4 20232 holders, $145mnone listed holders, n.a.
Q1 20242 holders, $173mnone listed holders, n.a.
Q2 20242 holders, $150mnone listed holders, n.a.
Q3 20242 holders, $178m2 holders, $624m
Q4 20242 holders, $185m41 holders, $9.6bn
Q1 20252 holders, $162m40 holders, $9.3bn
Q2 20252 holders, $153m35 holders, $11.4bn
Q3 20252 holders, $211m40 holders, $17.6bn
Q4 20252 holders, $192m37 holders, $29.2bn
Q1 20263 holders, $285m43 holders, $36.2bn
Q2 20264 holders, $409m45 holders, $73.9bn
SXI

Standex Intl Corp

Holders
4
Reported value
$409m
Buyers
13
Sellers
4

Breadth +9 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SXI (0)

None.

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, Caxton Associates LLP, 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, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, 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.

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