Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

LAM RESEARCH CORP · common stock · Q1 2026 · 23 members disclosed LRCX ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,196 holders are listed, largest first: 2,196
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $198B
holders whose share count rose or who opened the position (new + add), by shares: 1,045
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 99

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of LRCX ranked by reported value, 1–25 of 2,196 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$28.4B	132,852,320	−1,407,391	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$17.3B	81,155,744	—	NO PRIOR
3	STATE STREET CORP	$12.7B	59,158,300	−527,784	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$7.9B	37,060,963	—	NO PRIOR
5	GEODE CAPITAL MANAGEMENT, LLC	$7.5B	35,175,926	+1,428,558	ADD
6	FMR LLC	$7.2B	33,574,842	+6,893,278	ADD
7	JPMORGAN CHASE & CO	$6.5B	32,712,933	+9,204,337	ADD
8	Invesco Ltd.	$5.2B	24,255,563	+1,434,209	ADD
9	AMERIPRISE FINANCIAL INC	$4.4B	20,788,130	−2,462,212	TRIM
10	MORGAN STANLEY	$4.1B	18,971,122	−914,885	TRIM
11	NORTHERN TRUST CORP	$3.0B	14,189,351	−247,129	TRIM
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.9B	13,424,016	+691,629	ADD
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$2.8B	13,179,818	−169,652	TRIM
14	FRANKLIN RESOURCES INC	$2.5B	11,793,519	+1,682,959	ADD
15	Legal & General Group Plc	$2.4B	11,050,912	+189,537	ADD
16	Nuveen, LLC	$2.4B	11,006,627	+617,704	ADD
17	BANK OF AMERICA CORP /DE/	$2.3B	10,659,658	−596,743	TRIM
18	Amundi	$2.2B	10,147,479	+1,942,862	ADD
19	COATUE MANAGEMENT LLC	$2.1B	10,043,505	+237,940	ADD
20	Janus Henderson Group Ltd.	$2.0B	9,265,026	+181,087	ADD
21	Bank of New York Mellon Corp	$1.9B	8,932,438	−307,557	TRIM
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.7B	7,767,896	+40,411	ADD
23	VANGUARD FIDUCIARY TRUST CO	$1.5B	7,207,173	—	NO PRIOR
24	Grantham, Mayo, Van Otterloo & Co. LLC	$1.5B	6,904,206	−2,439,874	TRIM
25	UBS Group AG	$1.4B	6,526,433	−1,254,621	TRIM

Show the top 500 of 2,196 holders

13F holders of LRCX ranked by reported value, 26–500 of 2,196 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	DIMENSIONAL FUND ADVISORS LP	$1.3B	6,312,616	+153,336	ADD
27	NORDEA INVESTMENT MANAGEMENT AB	$1.3B	6,189,689	−1,213,754	TRIM
28	BARCLAYS PLC	$1.2B	5,665,732	−1,312,219	TRIM
29	WELLS FARGO & COMPANY/MN	$1.1B	5,141,784	−197,904	TRIM
30	Artisan Partners Limited Partnership	$1.1B	5,029,666	−2,921,363	TRIM
31	DEUTSCHE BANK AG\	$961M	4,499,280	−263,101	TRIM
32	FIRST TRUST ADVISORS LP	$903M	4,225,554	−1,374,244	TRIM
33	VOYA INVESTMENT MANAGEMENT LLC	$850M	3,982,286	−1,413,009	TRIM
34	ALKEON CAPITAL MANAGEMENT LLC	$833M	3,900,456	−2,520,000	TRIM
35	TIGER GLOBAL MANAGEMENT LLC	$833M	3,900,439	0	NO CHANGE
36	Swiss National Bank	$788M	3,686,200	+230,600	ADD
37	CITIGROUP INC	$771M	3,608,466	+552,128	ADD
38	Swedbank AB	$767M	3,588,587	−395,371	TRIM
39	BNP Paribas Asset Management Holding S.A.	$736M	3,444,139	+205,503	ADD
40	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$726M	3,309,521	−870,349	TRIM
41	AQR CAPITAL MANAGEMENT LLC	$724M	3,452,063	−257,621	TRIM
42	HSBC HOLDINGS PLC	$723M	3,391,189	−3,725,621	TRIM
43	JENNISON ASSOCIATES LLC	$721M	3,373,306	+2,523,351	ADD
44	National Pension Service	$719M	3,364,610	+3,364,610	NEW
45	AMERICAN CENTURY COMPANIES INC	$701M	3,282,745	+737,546	ADD
46	Mitsubishi UFJ Asset Management Co., Ltd.	$677M	3,167,860	+173,621	ADD
47	Sumitomo Mitsui Trust Group, Inc.	$662M	3,099,313	−144,573	TRIM
48	TD ASSET MANAGEMENT INC	$653M	3,056,874	+1,486,427	ADD
49	ROYAL BANK OF CANADA	$651M	3,046,507	−900,802	TRIM
50	Allianz Asset Management GmbH	$632M	2,957,819	−780,001	TRIM
51	Pictet Asset Management Holding SA	$620M	2,905,362	−1,270,286	TRIM
52	ENVESTNET ASSET MANAGEMENT INC	$611M	2,859,751	−437,889	TRIM
53	CANADA PENSION PLAN INVESTMENT BOARD	$608M	2,847,498	+40,957	ADD
54	Vanguard Global Advisers, LLC	$586M	2,740,832	—	NO PRIOR
55	Capital Research Global Investors	$556M	2,604,483	−37,946	TRIM
56	Focus Partners Wealth	$542M	2,525,689	+478,865	ADD
57	NATIONAL BANK OF CANADA /FI/	$529M	2,474,441	+298,333	ADD
58	ALLIANCEBERNSTEIN L.P.	$508M	2,966,378	−236,326	TRIM
59	OAKTOP CAPITAL MANAGEMENT II, L.P.	$481M	2,249,394	−141,390	TRIM
60	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$479M	2,243,923	+236,356	ADD
61	Bank Julius Baer & Co. Ltd, Zurich	$466M	2,211,855	+577,350	ADD
62	VANGUARD ASSET MANAGEMENT, Ltd	$466M	2,182,915	—	NO PRIOR
63	Assenagon Asset Management S.A.	$452M	2,116,233	+2,015,188	ADD
64	Robeco Institutional Asset Management B.V.	$440M	2,060,775	−101,200	TRIM
65	BANK OF MONTREAL /CAN/	$432M	2,021,976	+354,890	ADD
66	ProShare Advisors LLC	$419M	1,961,746	−493,659	TRIM
67	Polar Capital Holdings Plc	$409M	1,913,491	−960,457	TRIM
68	PRINCIPAL FINANCIAL GROUP INC	$393M	1,839,740	−131,030	TRIM
69	Rafferty Asset Management, LLC	$381M	1,785,457	−869,082	TRIM
70	PRUDENTIAL FINANCIAL INC	$368M	1,720,831	−38,766	TRIM
71	TRUIST FINANCIAL CORP	$366M	1,712,540	−79,436	TRIM
72	RAYMOND JAMES FINANCIAL INC	$353M	1,669,226	−126,561	TRIM
73	MACKENZIE FINANCIAL CORP	$346M	1,617,352	−199,458	TRIM
74	MILLENNIUM MANAGEMENT LLC	$339M	1,588,727	+479,718	ADD
75	SCHRODER INVESTMENT MANAGEMENT GROUP	$338M	1,582,367	−106,627	TRIM
76	Bridgewater Associates, LP	$336M	1,571,229	−1,470,432	TRIM
77	VICTORY CAPITAL MANAGEMENT INC	$325M	1,518,911	−266,247	TRIM
78	TWO SIGMA INVESTMENTS, LP	$321M	1,502,227	+244,770	ADD
79	LPL Financial LLC	$317M	1,482,642	+81,496	ADD
80	Neuberger Berman Group LLC	$313M	1,463,046	−207,354	TRIM
81	Universal- Beteiligungs- und Servicegesellschaft mbH	$305M	1,429,231	−69,838	TRIM
82	NEW YORK STATE COMMON RETIREMENT FUND	$304M	1,420,886	−11,700	TRIM
83	Blue Whale Capital LLP	$276M	1,290,589	−133,041	TRIM
84	Mirae Asset Global Investments Co., Ltd.	$269M	1,260,406	−110,600	TRIM
85	Man Group plc	$254M	1,187,713	−219,598	TRIM
86	Daiwa Securities Group Inc.	$249M	1,165,720	+808,626	ADD
87	ADAGE CAPITAL PARTNERS GP, L.L.C.	$247M	1,158,120	−133,500	TRIM
88	AVIVA PLC	$239M	1,116,324	+31,968	ADD
89	CITADEL ADVISORS LLC	$238M	1,114,732	−3,126,734	TRIM
90	SEI INVESTMENTS CO	$238M	1,114,239	−39,198	TRIM
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$236M	1,106,725	−33,358	TRIM
92	Value Aligned Research Advisors, LLC	$235M	1,100,556	+393,523	ADD
93	WORLDQUANT MILLENNIUM ADVISORS LLC	$234M	1,096,593	+534,332	ADD
94	Corient Private Wealth LLC	$234M	1,105,897	−5,331,574	TRIM
95	Connor, Clark & Lunn Investment Management Ltd.	$232M	1,088,123	+281,074	ADD
96	Heard Capital LLC	$229M	1,070,880	−221,775	TRIM
97	Eurizon Capital SGR S.p.A.	$229M	1,082,000	−218,500	TRIM
98	Quantinno Capital Management LP	$227M	1,063,637	+106,077	ADD
99	DANSKE BANK A/S	$226M	1,055,836	−138,873	TRIM
100	POLEN CAPITAL MANAGEMENT LLC	$225M	1,054,495	+1,054,495	NEW
101	Aberdeen Group plc	$221M	1,033,466	+31,248	ADD
102	Korea Investment CORP	$219M	1,023,231	−38,152	TRIM
103	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$219M	1,075,725	−846,202	TRIM
104	Railway Pension Investments Ltd	$210M	982,200	−59,300	TRIM
105	PFA Pension, Forsikringsaktieselskab	$210M	982,050	+982,050	NEW
106	CIBC Bancorp USA Inc.	$205M	959,217	—	NO PRIOR
107	Whale Rock Capital Management LLC	$205M	957,877	+957,877	NEW
108	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$203M	956,993	+26,944	ADD
109	D. E. Shaw & Co., Inc.	$202M	946,616	+289,944	ADD
110	BANK OF NOVA SCOTIA	$201M	939,483	+77,800	ADD
111	PANAGORA ASSET MANAGEMENT INC	$197M	924,110	−188,698	TRIM
112	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$196M	918,775	+360,939	ADD
113	Mariner, LLC	$194M	907,874	−13,368	TRIM
114	STOREBRAND ASSET MANAGEMENT AS	$193M	903,266	—	NO PRIOR
115	Qube Research & Technologies Ltd	$192M	900,455	+627,827	ADD
116	HighTower Advisors, LLC	$186M	870,883	−147,543	TRIM
117	Candriam S.C.A.	$185M	866,516	−175,995	TRIM
118	NEOS Investment Management LLC	$185M	864,150	+163,250	ADD
119	Squarepoint Ops LLC	$182M	852,801	−43,671	TRIM
120	HM PAYSON & CO	$180M	843,259	−278,086	TRIM
121	Mitsubishi UFJ Trust & Banking Corp	$178M	834,101	−54,362	TRIM
122	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$176M	825,610	−192,662	TRIM
123	Trivest Advisors Ltd	$174M	815,700	+65,700	ADD
124	Ensign Peak Advisors, Inc	$174M	814,576	−79,752	TRIM
125	GUGGENHEIM CAPITAL LLC	$174M	813,760	−79,308	TRIM
126	Swiss Life Asset Management Ltd	$168M	787,272	+35,706	ADD
127	Migdal Insurance & Financial Holdings Ltd.	$166M	774,687	+774,687	NEW
128	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$163M	764,263	−1,714,417	TRIM
129	Temasek Holdings (Private) Ltd	$162M	760,335	+760,335	NEW
130	SANDS CAPITAL MANAGEMENT, LLC	$161M	755,222	+755,222	NEW
131	LAZARD ASSET MANAGEMENT LLC	$156M	729,835	+137,373	ADD
132	APG Asset Management N.V.	$154M	832,592	+95,094	ADD
133	STATE OF WISCONSIN INVESTMENT BOARD	$153M	714,596	+28,652	ADD
134	Creative Planning	$153M	714,502	+42,546	ADD
135	AustralianSuper Pty Ltd	$150M	704,267	−1,127,344	TRIM
136	JANE STREET GROUP, LLC	$149M	699,544	+605,305	ADD
137	STIFEL FINANCIAL CORP	$149M	697,140	−39,299	TRIM
138	EVENTIDE ASSET MANAGEMENT, LLC	$147M	688,402	+19,313	ADD
139	MENORA MIVTACHIM HOLDINGS LTD.	$146M	681,980	−377,300	TRIM
140	ROYAL LONDON ASSET MANAGEMENT LTD	$144M	673,896	−14,489	TRIM
141	Asset Management One Co., Ltd.	$143M	668,713	+13,945	ADD
142	MONTRUSCO BOLTON INVESTMENTS INC.	$142M	685,358	+58,539	ADD
143	Tidal Investments LLC	$137M	642,834	−624,952	TRIM
144	MERCER GLOBAL ADVISORS INC /ADV	$136M	637,244	−9,931	TRIM
145	Epoch Investment Partners, Inc.	$135M	632,784	−139,905	TRIM
146	OFI INVEST ASSET MANAGEMENT	$135M	725,662	+576,098	ADD
147	Vanguard Investments Australia, Ltd.	$134M	626,554	—	NO PRIOR
148	Chevy Chase Trust Holdings, LLC	$133M	624,477	−21,782	TRIM
149	MAPLELANE CAPITAL, LLC	$133M	621,000	+451,000	ADD
150	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$131M	610,890	−104,373	TRIM
151	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$130M	608,317	+608,317	NEW
152	CIBC Asset Management Inc	$130M	607,682	+82,314	ADD
153	MACQUARIE GROUP LTD	$129M	604,061	−250,278	TRIM
154	ASSOCIATED BANC-CORP	$128M	598,959	−175,971	TRIM
155	NOMURA ASSET MANAGEMENT CO LTD	$127M	595,945	+41,816	ADD
156	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$125M	585,125	−17,213	TRIM
157	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$125M	583,010	+225,050	ADD
158	KLP KAPITALFORVALTNING AS	$125M	582,280	−56,400	TRIM
159	NZS Capital, LLC	$123M	573,887	−165,786	TRIM
160	FEDERATED HERMES, INC.	$119M	558,533	−41,819	TRIM
161	FIL Ltd	$119M	555,528	−939,630	TRIM
162	BALYASNY ASSET MANAGEMENT L.P.	$118M	551,089	+171,765	ADD
163	TEACHER RETIREMENT SYSTEM OF TEXAS	$117M	547,533	−81,175	TRIM
164	Baird Financial Group, Inc.	$116M	544,962	+544,962	NEW
165	TORONTO DOMINION BANK	$114M	532,763	−212,986	TRIM
166	GLENMEDE TRUST CO NA	$112M	522,694	−78,836	TRIM
167	Anther Capital Ltd	$110M	513,407	—	NO PRIOR
168	HOMESTEAD ADVISERS CORP	$109M	516,736	−200,300	TRIM
169	Zurcher Kantonalbank (Zurich Cantonalbank)	$108M	505,356	+505,356	NEW
170	Cerity Partners LLC	$105M	491,086	−43,852	TRIM
171	CROSSLINK CAPITAL INC	$104M	489,009	−83,698	TRIM
172	JACOBS LEVY EQUITY MANAGEMENT, INC	$102M	478,282	−1,268,611	TRIM
173	Trybe Capital Management LP	$102M	478,246	0	NO CHANGE
174	Artemis Investment Management LLP	$101M	474,343	−41,785	TRIM
175	Vest Financial, LLC	$101M	472,416	−76,226	TRIM
176	ING GROEP NV	$98.9M	462,789	+75,468	ADD
177	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$97.3M	455,360	0	NO CHANGE
178	Boston Partners	$95.7M	447,670	−28,605	TRIM
179	CREDIT AGRICOLE S A	$95.0M	444,556	−167,991	TRIM
180	SEB Asset Management AB	$94.8M	443,913	—	NO PRIOR
181	Allspring Global Investments Holdings, LLC	$93.5M	421,295	−2,147	TRIM
182	NISSAY ASSET MANAGEMENT CORP /JAPAN	$93.1M	435,583	−6,085	TRIM
183	State of New Jersey Common Pension Fund D	$92.5M	433,107	+234	ADD
184	DJE Kapital AG	$91.8M	440,002	+440,002	NEW
185	Lansforsakringar Fondforvaltning AB (publ)	$90.5M	423,496	+14,682	ADD
186	Zurich Insurance Group Ltd/FI	$90.3M	422,410	−344,011	TRIM
187	NISA INVESTMENT ADVISORS, LLC	$90.2M	421,509	−128,274	TRIM
188	Tredje AP-fonden	$88.5M	414,416	+139,747	ADD
189	Resona Asset Management Co.,Ltd.	$88.5M	418,909	+5,286	ADD
190	Calamos Advisors LLC	$88.3M	413,151	+46,734	ADD
191	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$87.3M	408,479	−87,821	TRIM
192	Clearbridge Investments, LLC	$86.4M	404,215	−47,657	TRIM
193	CIBC WORLD MARKET INC.	$84.3M	394,552	+147,085	ADD
194	US BANCORP \DE\	$83.2M	389,340	−7,350	TRIM
195	COMMONWEALTH EQUITY SERVICES, LLC	$83.1M	389,021	−60,896	TRIM
196	CI INVESTMENTS INC.	$82.8M	387,416	−66,960	TRIM
197	FLPUTNAM INVESTMENT MANAGEMENT CO	$82.3M	385,074	−99,755	TRIM
198	ARS Investment Partners, LLC	$82.3M	384,993	−50,466	TRIM
199	Mediolanum International Funds Ltd	$82.2M	411,321	−11,657	TRIM
200	Appaloosa LP	$81.7M	382,500	−42,500	TRIM
201	Vontobel Holding Ltd.	$81.7M	382,193	+116,757	ADD
202	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$81.0M	379,762	+27,063	ADD
203	MANNING & NAPIER ADVISORS LLC	$80.8M	378,000	−197,972	TRIM
204	Cetera Investment Advisers	$80.7M	377,593	−21,460	TRIM
205	XPONANCE LLC	$79.6M	372,353	+10,069	ADD
206	Cartenna Capital, LP	$78.0M	365,000	+365,000	NEW
207	STATE OF MICHIGAN RETIREMENT SYSTEM	$77.3M	361,600	−2,600	TRIM
208	NewEdge Wealth, LLC	$76.1M	356,302	−96,577	TRIM
209	FIFTH THIRD BANCORP	$75.6M	353,969	+205,354	ADD
210	Empowered Funds, LLC	$74.8M	350,156	+350,156	NEW
211	MetLife Investment Management, LLC	$74.5M	348,574	−13,063	TRIM
212	Arizona State Retirement System	$73.5M	344,131	−13,432	TRIM
213	Czech National Bank	$72.7M	340,097	+8,900	ADD
214	CASTLEARK MANAGEMENT LLC	$71.9M	336,740	−36,136	TRIM
215	TD Waterhouse Canada Inc.	$71.6M	323,161	+254,826	ADD
216	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$70.9M	331,638	−674,289	TRIM
217	ASSETMARK, INC	$70.9M	331,611	+196,979	ADD
218	IEQ CAPITAL, LLC	$68.0M	318,279	+10,621	ADD
219	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$67.0M	313,563	+87,988	ADD
220	WELLINGTON MANAGEMENT GROUP LLP	$66.4M	310,757	−105,848	TRIM
221	Federation des caisses Desjardins du Quebec	$64.6M	302,475	+91,144	ADD
222	SCOTIA CAPITAL INC.	$64.2M	300,456	+250,202	ADD
223	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$63.7M	298,016	+146,116	ADD
224	Gotham Asset Management, LLC	$63.6M	297,729	+2,319	ADD
225	M&G Plc	$63.6M	297,231	−851,214	TRIM
226	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$62.2M	290,892	−1,268	TRIM
227	PINNACLE ASSOCIATES LTD	$61.4M	287,487	−91,338	TRIM
228	MONETA GROUP INVESTMENT ADVISORS LLC	$60.5M	282,997	−14,358	TRIM
229	Nippon Life Global Investors Americas, Inc.	$60.2M	281,580	+62,110	ADD
230	Aware Super Pty Ltd as trustee of Aware Super	$60.0M	280,695	—	NO PRIOR
231	Empire Life Investments Inc.	$59.7M	268,986	−50,906	TRIM
232	Rakuten Investment Management, Inc.	$57.6M	288,176	+22,648	ADD
233	Lido Advisors, LLC	$57.4M	268,197	−98,479	TRIM
234	DnB Asset Management AS	$56.7M	265,397	−768,387	TRIM
235	Banco Santander, S.A.	$56.7M	265,218	−34,417	TRIM
236	Retirement Systems of Alabama	$56.7M	265,187	−2,013	TRIM
237	SHELTON CAPITAL MANAGEMENT	$56.5M	264,254	−234,704	TRIM
238	SEVEN GRAND MANAGERS, LLC	$56.4M	264,000	+264,000	NEW
239	IFM Investors Pty Ltd	$56.1M	262,773	+7,994	ADD
240	Pathstone Holdings, LLC	$56.1M	262,360	+6,158	ADD
241	WEDGE CAPITAL MANAGEMENT L L P/NC	$56.0M	262,308	−143,735	TRIM
242	PARNASSUS INVESTMENTS, LLC	$56.0M	262,163	−383,763	TRIM
243	QRG CAPITAL MANAGEMENT, INC.	$55.9M	261,516	+6,525	ADD
244	Rokos Capital Management LLP	$55.5M	259,921	+181,440	ADD
245	Defiance ETFs, LLC	$54.6M	255,360	+17,993	ADD
246	NICHOLAS COMPANY, INC.	$53.8M	251,582	−69,510	TRIM
247	OSAIC HOLDINGS, INC.	$53.0M	248,166	−42,438	TRIM
248	AE Wealth Management LLC	$52.5M	245,663	+45,957	ADD
249	Varma Mutual Pension Insurance Co	$51.6M	241,730	+10,000	ADD
250	BURNEY CO/	$50.2M	234,899	−91,600	TRIM
251	ZACKS INVESTMENT MANAGEMENT	$49.6M	232,262	+2,854	ADD
252	Four Tree Island Advisory LLC	$48.8M	228,300	−770	TRIM
253	JUPITER ASSET MANAGEMENT LTD	$48.1M	224,931	−173,937	TRIM
254	ATALANTA SOSNOFF CAPITAL, LLC	$47.9M	224,258	−210,854	TRIM
255	Vanguard Personalized Indexing Management, LLC	$47.8M	223,638	+8,089	ADD
256	USS Investment Management Ltd	$47.7M	223,245	+4,293	ADD
257	PUBLIC SECTOR PENSION INVESTMENT BOARD	$47.6M	222,676	+37,426	ADD
258	Badgley Phelps Wealth Managers, LLC	$47.4M	221,434	−83,100	TRIM
259	CWM, LLC	$47.3M	221,596	+90,604	ADD
260	Rockefeller Capital Management L.P.	$46.5M	217,736	−12,871	TRIM
261	UniSuper Management Pty Ltd	$44.8M	209,727	−14,256	TRIM
262	Guinness Asset Management LTD	$44.1M	209,699	−138,416	TRIM
263	Utah Retirement Systems	$43.6M	204,137	−5,899	TRIM
264	ADAMS DIVERSIFIED EQUITY FUND, INC.	$43.1M	201,700	−70,000	TRIM
265	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$42.8M	200,246	+13,345	ADD
266	COLDSTREAM CAPITAL MANAGEMENT INC	$42.3M	197,856	−21,640	TRIM
267	Groupe la Francaise	$41.6M	194,794	+133,024	ADD
268	Quadrature Capital Ltd	$41.0M	191,901	+191,901	NEW
269	TUDOR INVESTMENT CORP ET AL	$40.3M	188,579	+188,579	NEW
270	Wealthfront Advisers LLC	$39.8M	186,183	+34,811	ADD
271	McGuire Investment Group, LLC	$39.7M	186,014	−68,066	TRIM
272	NATIXIS	$39.2M	183,670	+170,173	ADD
273	AIA Group Ltd	$38.9M	181,890	−79,982	TRIM
274	Andra AP-fonden	$38.2M	178,739	−284,061	TRIM
275	NOMURA HOLDINGS INC	$38.0M	177,674	−130,148	TRIM
276	Sumitomo Mitsui DS Asset Management Company, Ltd	$37.9M	177,370	+8,851	ADD
277	WHITTIER TRUST CO	$37.6M	170,604	+114,183	ADD
278	Ardmore Road Asset Management LP	$37.4M	175,000	+175,000	NEW
279	Dana Investment Advisors, Inc.	$37.0M	173,368	−36,689	TRIM
280	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$37.0M	173,110	−50,657	TRIM
281	Clear Street Group Inc.	$36.9M	171,634	+100,775	ADD
282	Ethic Inc.	$36.7M	171,923	−11,613	TRIM
283	Vinva Investment Management Ltd	$36.4M	182,047	+182,047	NEW
284	Junto Capital Management LP	$35.5M	166,072	+166,072	NEW
285	Fiera Capital Corp	$35.3M	165,211	−140,429	TRIM
286	J.P. Marvel Investment Advisors, LLC	$35.1M	164,243	−45	TRIM
287	Heron Bay Capital Management	$34.6M	162,121	+80,609	ADD
288	BRAUN STACEY ASSOCIATES INC	$34.4M	160,780	−2,567	TRIM
289	Baker Avenue Asset Management, LP	$34.3M	160,754	−16,221	TRIM
290	Harbor Island Capital LLC	$34.1M	159,785	−41,178	TRIM
291	NewEdge Advisors, LLC	$33.9M	158,809	+158,809	NEW
292	FULLER & THALER ASSET MANAGEMENT, INC.	$33.9M	158,556	−82,906	TRIM
293	Schonfeld Strategic Advisors LLC	$33.6M	157,030	+151,886	ADD
294	Foster Victor Wealth Advisors, LLC	$33.5M	123,034	−27,397	TRIM
295	Kestra Advisory Services, LLC	$33.5M	156,704	+1,454	ADD
296	RENAISSANCE GROUP LLC	$33.1M	154,744	−58,038	TRIM
297	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$32.8M	153,418	−2,597	TRIM
298	Vident Advisory, LLC	$32.6M	152,477	+831	ADD
299	Woodline Partners LP	$32.4M	151,677	+15,954	ADD
300	Generate Investment Management Ltd	$32.3M	151,334	+60,964	ADD
301	PROFUND ADVISORS LLC	$32.2M	150,720	−35,193	TRIM
302	Investment Management Corp of Ontario	$31.9M	149,078	+29,260	ADD
303	SteelPeak Wealth, LLC	$30.8M	144,006	−71,821	TRIM
304	Gradient Investments LLC	$30.7M	143,796	−24,314	TRIM
305	B. Metzler seel. Sohn & Co. AG	$30.6M	143,315	+1,496	ADD
306	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$30.6M	143,246	−4,552	TRIM
307	Kepler Cheuvreux (Suisse) SA	$30.6M	143,120	−23,632	TRIM
308	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$30.6M	142,986	−870	TRIM
309	OP Asset Management Ltd	$30.0M	140,224	—	NO PRIOR
310	Tairen Capital Ltd	$29.9M	140,039	+140,039	NEW
311	Crossmark Global Holdings, Inc.	$29.8M	139,353	—	NO PRIOR
312	Aptus Capital Advisors, LLC	$29.6M	138,368	−166,306	TRIM
313	Jain Global LLC	$29.5M	138,296	+68,786	ADD
314	GREAT LAKES ADVISORS, LLC	$29.3M	136,905	+13,269	ADD
315	GROUPAMA ASSET MANAGMENT	$29.2M	136,822	+21,749	ADD
316	MIZUHO MARKETS AMERICAS LLC	$29.0M	135,661	+1,661	ADD
317	YOUSIF CAPITAL MANAGEMENT, LLC	$28.9M	135,065	−5,181	TRIM
318	Illinois Municipal Retirement Fund	$28.8M	134,889	−2,342	TRIM
319	EXCHANGE TRADED CONCEPTS, LLC	$28.8M	134,615	+51,308	ADD
320	GATEWAY INVESTMENT ADVISERS LLC	$28.1M	131,491	+28,402	ADD
321	BENJAMIN EDWARDS INC	$28.0M	130,935	−3,664	TRIM
322	1832 Asset Management L.P.	$28.0M	130,879	−1,007,744	TRIM
323	&PARTNERS	$27.7M	129,764	+12,369	ADD
324	Life Cycle Investment Partners Ltd	$27.7M	129,568	+129,568	NEW
325	MML INVESTORS SERVICES, LLC	$27.6M	128,955	−68,844	TRIM
326	Allworth Financial LP	$27.4M	128,188	+46,830	ADD
327	Global X Japan Co., Ltd.	$27.4M	128,008	+8,023	ADD
328	Dai-ichi Life Insurance Company, Ltd	$27.0M	126,497	+1,917	ADD
329	ABN AMRO INVESTMENT SOLUTIONS	$26.7M	124,804	+157	ADD
330	ASR Vermogensbeheer N.V.	$26.6M	124,686	+2,154	ADD
331	Sanctuary Advisors, LLC	$26.6M	124,450	+2,246	ADD
332	Y-Intercept (Hong Kong) Ltd	$26.5M	123,979	+123,979	NEW
333	Avanza Fonder AB	$26.1M	122,023	+7,710	ADD
334	Norinchukin Bank, The	$25.7M	120,507	+3,847	ADD
335	HANCOCK WHITNEY CORP	$25.2M	115,543	−8,440	TRIM
336	Livforsakringsbolaget Skandia, Omsesidigt	$25.1M	117,498	+9,900	ADD
337	TruWealth Advisors, LLC	$25.0M	117,008	+107	ADD
338	BAMCO INC /NY/	$24.9M	116,670	+88,641	ADD
339	GDS Wealth Management	$24.8M	116,250	+1,058	ADD
340	NLB Skladi, upravljanje premozenja, d.o.o.	$24.8M	116,234	−281	TRIM
341	Manchester Global Management (UK) Ltd	$24.7M	115,720	−134,000	TRIM
342	DIVERSIFY WEALTH MANAGEMENT, LLC	$24.5M	98,581	+35,747	ADD
343	E Fund Management Co., Ltd.	$24.4M	114,396	—	NO PRIOR
344	LAFFER TENGLER INVESTMENTS, INC.	$24.4M	114,314	−6,019	TRIM
345	HB Wealth Management, LLC	$24.4M	114,207	−7,785	TRIM
346	FIRST CITIZENS BANK & TRUST CO	$24.2M	113,479	+2,316	ADD
347	Envestnet Portfolio Solutions, Inc.	$24.2M	113,081	−19,410	TRIM
348	Engineers Gate Manager LP	$24.1M	112,881	+96,454	ADD
349	Linscomb Wealth, Inc.	$24.1M	112,828	−44,870	TRIM
350	Baker Ellis Asset Management LLC	$24.1M	112,622	−3,850	TRIM
351	Merit Financial Group, LLC	$24.0M	112,136	+45,715	ADD
352	COZAD ASSET MANAGEMENT INC	$23.8M	111,568	−33,609	TRIM
353	Stratos Wealth Partners, LTD.	$23.7M	111,010	−1,505	TRIM
354	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$23.5M	110,000	−22,000	TRIM
355	Generali Asset Management SPA SGR	$23.3M	109,176	−6,236	TRIM
356	WINMILL & CO. INC	$23.3M	109,000	0	NO CHANGE
357	Science & Technology Partners, L.P.	$23.2M	108,700	−8,100	TRIM
358	TOWER BRIDGE ADVISORS	$22.8M	106,918	−26,803	TRIM
359	Arbejdsmarkedets Tillaegspension	$22.7M	106,082	−34,193	TRIM
360	OMERS ADMINISTRATION Corp	$22.6M	105,911	+21,647	ADD
361	Systematic Alpha Investments, LLC	$22.3M	104,380	0	NO CHANGE
362	Miller Capital Partners, Inc.	$22.0M	102,851	+4,850	ADD
363	YHB Investment Advisors, Inc.	$21.9M	102,345	−7,559	TRIM
364	M&T BANK CORP	$21.8M	101,892	+7,188	ADD
365	PRUDENTIAL PLC	$21.8M	101,829	+9,525	ADD
366	Summit Street Capital Management, LLC	$21.7M	101,481	−33,706	TRIM
367	Compagnie Lombard Odier SCmA	$21.6M	101,025	+101,025	NEW
368	Violich Capital Management, Inc.	$21.4M	100,250	0	NO CHANGE
369	Glenview Trust Co	$21.0M	98,260	−292	TRIM
370	Zweig-DiMenna Associates LLC	$20.6M	96,500	+31,100	ADD
371	Larson Financial Group LLC	$20.5M	95,963	−2,670	TRIM
372	CARDEROCK CAPITAL MANAGEMENT INC	$20.5M	95,798	−10,138	TRIM
373	Turtle Creek Wealth Advisors, LLC	$20.3M	94,976	+1,403	ADD
374	FIDUCIARY TRUST CO	$20.1M	94,142	−1,670	TRIM
375	Midwest Trust Co	$19.9M	93,222	−15,297	TRIM
376	LMR Partners LLP	$19.8M	92,706	+5,490	ADD
377	Holocene Advisors, LP	$19.4M	90,709	−68,615	TRIM
378	Advisors Capital Management, LLC	$19.3M	90,378	−3,545	TRIM
379	COOKSON PEIRCE & CO INC	$19.2M	89,986	+14,873	ADD
380	Moran Wealth Management, LLC	$19.0M	88,825	−2,294	TRIM
381	Taylor Hoffman Capital Management LLC	$18.8M	88,042	−5,816	TRIM
382	Prospera Financial Services Inc	$18.5M	86,557	+25,608	ADD
383	BANQUE PICTET & CIE SA	$18.3M	85,642	−19,179	TRIM
384	Advisors Asset Management, Inc.	$18.2M	85,356	−9,339	TRIM
385	Verition Fund Management LLC	$18.2M	85,007	−51,293	TRIM
386	Freestone Grove Partners LP	$18.1M	84,644	−7,078	TRIM
387	NatWest Group plc	$18.0M	84,461	+1,076	ADD
388	U.S. Capital Wealth Advisors, LLC	$18.0M	84,201	+4,613	ADD
389	PICTON MAHONEY ASSET MANAGEMENT	$18.0M	84,101	+4,610	ADD
390	Steward Partners Investment Advisory, LLC	$17.7M	83,006	+1,653	ADD
391	Sterling Capital Management LLC	$17.7M	82,965	−6,158	TRIM
392	Ashton Thomas Private Wealth, LLC	$17.7M	82,687	+2,232	ADD
393	INTECH INVESTMENT MANAGEMENT LLC	$17.6M	82,310	+38,085	ADD
394	Concurrent Investment Advisors, LLC	$17.6M	82,201	+4,466	ADD
395	W.G. Shaheen & Associates DBA Whitney & Co	$17.4M	81,262	−6,500	TRIM
396	Aviance Capital Partners, LLC	$17.2M	80,652	−1,263	TRIM
397	D.A. DAVIDSON & CO.	$17.2M	80,443	−7,648	TRIM
398	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$17.0M	79,447	−31,221	TRIM
399	Beacon Pointe Advisors, LLC	$16.8M	78,835	+16,942	ADD
400	Orion Porfolio Solutions, LLC	$16.8M	78,466	+2,137	ADD
401	M & L Capital Management Ltd	$16.7M	78,050	+78,050	NEW
402	Hennion & Walsh Asset Management, Inc.	$16.4M	76,867	+5,654	ADD
403	IMC-Chicago, LLC	$16.4M	76,707	+76,707	NEW
404	NorthCrest Asset Manangement, LLC	$16.4M	74,917	+22,959	ADD
405	Fulcrum Capital LLC	$16.3M	76,393	−1,630	TRIM
406	MAI Capital Management	$16.2M	75,848	+1,841	ADD
407	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$16.2M	75,763	+75,763	NEW
408	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$16.2M	75,637	+7,861	ADD
409	J. Safra Sarasin Holding AG	$16.2M	75,621	+3,118	ADD
410	MIZUHO SECURITIES USA LLC	$16.1M	75,494	−15,962	TRIM
411	Third Point LLC	$16.0M	75,000	+75,000	NEW
412	Van Hulzen Asset Management, LLC	$15.9M	74,625	−2,933	TRIM
413	Private Advisor Group, LLC	$15.7M	73,419	−1,856	TRIM
414	COMMERCE BANK	$15.5M	72,575	+7,108	ADD
415	Institute for Wealth Management, LLC.	$15.5M	72,385	−312	TRIM
416	KWMG, LLC	$15.4M	72,184	−4,317	TRIM
417	Lombard Odier Asset Management (Switzerland) SA	$15.3M	71,781	+3,500	ADD
418	NAPLES GLOBAL ADVISORS, LLC	$15.3M	71,545	−4,036	TRIM
419	Rench Wealth Management, Inc.	$15.3M	71,546	−4,736	TRIM
420	Cercano Management LLC	$15.3M	71,531	−829	TRIM
421	HARTFORD INVESTMENT MANAGEMENT CO	$15.2M	71,157	−1,370	TRIM
422	Sequoia Financial Advisors, LLC	$15.1M	70,528	+9,377	ADD
423	Modera Wealth Management, LLC	$15.0M	70,011	−7,164	TRIM
424	Voleon Capital Management LP	$15.0M	70,005	−109,595	TRIM
425	VestGen Advisors, LLC	$15.0M	51,704	−9,208	TRIM
426	Banque Cantonale Vaudoise	$14.8M	69,320	+24,535	ADD
427	Insight Wealth Strategies, LLC	$14.8M	69,168	−16,054	TRIM
428	Westerkirk Capital Inc.	$14.7M	69,020	−4,300	TRIM
429	WHITTIER TRUST CO OF NEVADA INC	$14.7M	66,579	+45,902	ADD
430	TRITONPOINT WEALTH, LLC	$14.4M	67,468	−4,727	TRIM
431	Eldred Rock Partners, LLC	$14.3M	66,962	−20,655	TRIM
432	PITTENGER & ANDERSON INC	$14.3M	66,953	−5,925	TRIM
433	NORDEN GROUP LLC	$14.1M	65,808	+3,048	ADD
434	KING LUTHER CAPITAL MANAGEMENT CORP	$13.9M	64,890	−3,633	TRIM
435	Atria Investments, Inc	$13.8M	64,511	+10,996	ADD
436	CULLINAN ASSOCIATES INC	$13.8M	64,500	−32,500	TRIM
437	Laird Norton Wetherby Trust Company, LLC	$13.7M	64,251	+4,407	ADD
438	Paradiem, LLC	$13.5M	63,418	−53,072	TRIM
439	McBroom & Associates, LLC	$13.5M	63,412	−19,207	TRIM
440	WESTWOOD HOLDINGS GROUP INC	$13.5M	63,199	−3,292	TRIM
441	Maryland State Retirement & Pension System	$13.5M	63,100	+427	ADD
442	Caprock Group, LLC	$13.4M	62,844	+1,910	ADD
443	MidFirst Bank	$13.4M	62,848	−31,689	TRIM
444	FIRST MANHATTAN CO. LLC.	$13.3M	62,214	−13,459	TRIM
445	Texas Capital Bank Wealth Management Services Inc	$13.3M	62,233	−47,595	TRIM
446	FORA Capital, LLC	$13.3M	62,052	+47,747	ADD
447	Sava Infond d.o.o.	$13.2M	61,570	−11,180	TRIM
448	Abacus FCF Advisors LLC	$13.0M	60,990	−43,740	TRIM
449	LBP AM SA	$13.0M	60,788	+16,546	ADD
450	Strategic Global Advisors, LLC	$13.0M	60,719	−1,469	TRIM
451	KKM Financial LLC	$12.8M	75,048	0	NO CHANGE
452	Brevan Howard Capital Management LP	$12.8M	60,065	+60,065	NEW
453	Arvest Bank Trust Division	$12.8M	59,838	−25,242	TRIM
454	MARSICO CAPITAL MANAGEMENT LLC	$12.7M	59,467	+59,467	NEW
455	FACTORY MUTUAL INSURANCE CO	$12.7M	59,400	+59,400	NEW
456	MARCO INVESTMENT MANAGEMENT LLC	$12.7M	59,370	−500	TRIM
457	UMB Bank, n.a.	$12.7M	59,239	+754	ADD
458	Napean Trading & Investment Co (Singapore) PTE Ltd	$12.5M	58,345	−47,244	TRIM
459	CenterBook Partners LP	$12.3M	57,579	+44,095	ADD
460	Elemental Capital Partners LLC	$12.3M	57,485	+6,183	ADD
461	Fort Sheridan Advisors LLC	$12.1M	56,829	−2,025	TRIM
462	MEANS INVESTMENT CO., INC.	$12.1M	56,615	−1,796	TRIM
463	FOUNDATIONS INVESTMENT ADVISORS, LLC	$12.1M	56,612	+1,242	ADD
464	Ameritas Investment Partners, Inc.	$12.0M	56,319	−331	TRIM
465	Rockline Wealth Management, LLC	$12.0M	56,132	−1,923	TRIM
466	Apriem Advisors	$12.0M	56,027	−35,931	TRIM
467	E. Ohman J:or Asset Management AB	$11.9M	55,921	−2,270	TRIM
468	RIPOSTE CAPITAL LLC	$11.8M	55,000	+55,000	NEW
469	Horizon Investment Services, LLC	$11.7M	54,616	+54,616	NEW
470	Danica Pension, Livsforsikringsaktieselskab	$11.7M	54,606	+54,606	NEW
471	Harbour Capital Advisors, LLC	$11.6M	43,702	0	NO CHANGE
472	Siemens Fonds Invest GmbH	$11.5M	53,825	−2,300	TRIM
473	EP Wealth Advisors, LLC	$11.4M	53,583	+6,861	ADD
474	Fisher Funds Management LTD	$11.4M	53,433	0	NO CHANGE
475	Emerald Investment Advisers, LLC	$11.3M	53,030	—	NO PRIOR
476	Spire Wealth Management	$11.3M	52,821	+27,221	ADD
477	Summit Trail Advisors, LLC	$11.2M	52,592	+10,060	ADD
478	ExodusPoint Capital Management, LP	$11.2M	52,557	−30,497	TRIM
479	PEAK6 LLC	$11.2M	52,473	−126,993	TRIM
480	Capital Wealth Planning, LLC	$11.2M	52,326	+52,326	NEW
481	Ballentine Partners, LLC	$11.2M	52,288	+3	ADD
482	Copeland Capital Management, LLC	$11.1M	52,112	+52,112	NEW
483	Kingsview Wealth Management, LLC	$11.1M	51,835	+757	ADD
484	SIERRA SUMMIT ADVISORS LLC	$11.0M	51,715	−22,165	TRIM
485	GREENLEAF TRUST	$11.0M	51,474	−507	TRIM
486	BLI - Banque de Luxembourg Investments	$10.9M	64,000	+64,000	NEW
487	MUFG Securities EMEA plc	$10.9M	51,195	−137,297	TRIM
488	Convergence Investment Partners, LLC	$10.9M	50,898	+11,624	ADD
489	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$10.9M	50,858	+2,469	ADD
490	AG2R LA MONDIALE GESTION D'ACTIFS	$10.8M	50,579	+380	ADD
491	River Wealth Advisors LLC	$10.7M	50,278	−3,681	TRIM
492	Telemark Asset Management, LLC	$10.7M	50,000	0	NO CHANGE
493	LMCG INVESTMENTS, LLC	$10.6M	49,748	−25,284	TRIM
494	Johnson Financial Group, Inc.	$10.6M	49,497	−6,953	TRIM
495	CWA Asset Management Group, LLC	$10.6M	49,552	−658	TRIM
496	Rodgers Brothers Inc.	$10.5M	49,100	−1,100	TRIM
497	BOOTHBAY FUND MANAGEMENT, LLC	$10.5M	49,039	−2,613	TRIM
498	Vise Technologies, Inc.	$10.4M	60,986	0	NO CHANGE
499	Sienna Gestion	$10.4M	51,734	−64,086	TRIM
500	Fifth Third Wealth Advisors LLC	$10.3M	48,233	+7,433	ADD

Truncated by Public Filings. Top 500 of 2,196 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · LRCX

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Sheldon Whitehouse D–RI $1K–$15K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 5 Coatue Management, Gotham Asset Management, Tudor Investment Corp, Third Point, Caxton Associates $2.3B held
Trimming: 3 Bridgewater Associates, Appaloosa, Moore Capital Management $424M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · LAM RESEARCH CORP

Merged timeline of congressional filings and notable-manager moves on LRCX
Date	Who	Change	Size
2026-09-02	Sheldon Whitehouse Congress	SELL	$1K–$15K
2026-05-15	Coatue Management 13F	ADD	+237,940 sh
2026-05-15	Gotham Asset Management 13F	ADD	+2,319 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+188,579 sh
2026-05-15	Third Point 13F	NEW	+75,000 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−1,470,432 sh
2026-05-15	Appaloosa 13F	TRIM	−42,500 sh
2026-05-15	Moore Capital Management 13F	TRIM	−28,598 sh
2026-05-14	Caxton Associates 13F	NEW	+9,341 sh

9 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.