13F QoQ Ownership Changes
LRCX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 17 new · 8 added · 20 reduced · 13 exited
New Positions(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 668,364 | +668,364 | $201.7M | +$201.7M | — |
| Altrafin AG | 41,295 | +41,295 | $20.7M | +$20.7M | — |
| KKM Financial LLC | 75,048 | +75,048 | $12.8M | +$12.8M | — |
| ONTARIO TEACHERS PENSION PLAN BOARD | 12,238 | +12,238 | $10.2M | +$10.2M | — |
| ELEVATION POINT WEALTH PARTNERS, LLC | 50,128 | +50,128 | $4.2M | +$4.2M | — |
| DARA CAPITAL US, INC. | 14,063 | +14,063 | $2.4M | +$2.4M | — |
| Maxele Advisors, LLC | 1,753 | +1,753 | $1.0M | +$1.0M | — |
| Saranac Partners Ltd | 1,200 | +1,200 | $703.8K | +$703.8K | — |
| FLAGSHIP HARBOR ADVISORS, LLC | 645 | +645 | $687.3K | +$687.3K | — |
| Archer Investment Corp | 2,723 | +2,723 | $466.1K | +$466.1K | — |
| Promethos Capital, LLC | 1,960 | +1,960 | $335.5K | +$335.5K | — |
| Carter Financial Group, INC. | 1,180 | +1,180 | $202.2K | +$202.2K | — |
| Cardano Risk Management B.V. | 6,780,520 | +6,780,520 | $116.1K | +$116.1K | — |
| CHESAPEAKE ASSET MANAGEMENT LLC | 164 | +164 | $107.8K | +$107.8K | — |
| Prestige Wealth Management Group LLC | 50 | +50 | $47.1K | +$47.1K | — |
| Rheos Capital Works Inc. | 99,500 | +99,500 | $17.0K | +$17.0K | — |
| RMG Wealth Management LLC | 10 | +10 | $2.2K | +$2.2K | — |
Added To(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 422,978 | +160,434 | $73.5M | +$39.1M | 61.1% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9,424 | +2,674 | $1.6M | +$709.4K | 39.6% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 11,417 | +48 | $2.0M | +$432.1K | 0.4% |
| Ironwood Investment Counsel, LLC | 6,491 | +717 | $1.1M | +$338.1K | 12.4% |
| 49 WEALTH MANAGEMENT, LLC | 2,964 | +273 | $507.4K | +$147.0K | 10.1% |
| Virtue Capital Management, LLC | 17,035 | +14,167 | $472.0K | +$88.0K | 494.0% |
| NBT BANK N A /NY | 171 | +37 | $222.5K | +$48.5K | 27.6% |
| Harvest Fund Management Co., Ltd | 156,451 | +34,906 | $26.8K | +$10.5K | 28.7% |
Reduced(20)
Sold Out(13)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 0 | -2,072,767 | $0 | -$1.69B | — |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -1,692,071 | $0 | -$1.20B | — |
| ODDO BHF ASSET MANAGEMENT SAS | 0 | -125,552 | $0 | -$16.8M | — |
| ABN AMRO INVESTMENT SOLUTIONS | 0 | -6,995 | $0 | -$4.4M | — |
| KLCM Advisors, Inc. | 0 | -15,097 | $0 | -$2.0M | — |
| Caldwell Trust Co | 0 | -1,368 | $0 | -$400.0K | — |
| Cascades Capital Asset Management, LLC | 0 | -2,098 | $0 | -$280.9K | — |
| Itau Unibanco Holding S.A. | 0 | -1,018 | $0 | -$136.3K | — |
| FSA Wealth Management LLC | 0 | -796 | $0 | -$106.6K | — |
| Strengthening Families & Communities, LLC | 0 | -103 | $0 | -$84.1K | — |
| WFA Asset Management Corp | 0 | -87 | $0 | -$71.2K | — |
| Stuart Chaussee & Associates, Inc. | 0 | -180 | $0 | -$24.1K | — |
| West Oak Capital, LLC | 0 | -2,250 | $0 | -$3.0K | — |