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ARW · KLAC 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.

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.
  • ARW
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterARWKLAC
Q3 20207 holders, $537m15 holders, $4.0bn
Q4 20207 holders, $570m14 holders, $5.3bn
Q1 20217 holders, $451m18 holders, $7.4bn
Q2 20216 holders, $401m26 holders, $7.3bn
Q3 20214 holders, $310m25 holders, $7.3bn
Q4 20214 holders, $381m25 holders, $9.0bn
Q1 20229 holders, $477m24 holders, $6.8bn
Q2 202210 holders, $478m17 holders, $6.3bn
Q3 202210 holders, $412m15 holders, $5.7bn
Q4 20229 holders, $458m14 holders, $6.6bn
Q1 202311 holders, $308m22 holders, $6.7bn
Q2 20237 holders, $334m22 holders, $8.3bn
Q3 20238 holders, $300m25 holders, $8.2bn
Q4 202314 holders, $448m23 holders, $10.0bn
Q1 202412 holders, $460m16 holders, $11.0bn
Q2 20249 holders, $291m21 holders, $12.7bn
Q3 20246 holders, $270m28 holders, $11.2bn
Q4 20244 holders, $181m25 holders, $8.0bn
Q1 20257 holders, $163m27 holders, $8.7bn
Q2 20256 holders, $338m22 holders, $12.2bn
Q3 20254 holders, $413m19 holders, $16.5bn
Q4 20257 holders, $265m25 holders, $23.4bn
Q1 20264 holders, $415m22 holders, $32.6bn
Q2 202612 holders, $1.1bn28 holders, $78.0bn
ARW

Arrow Electrs Inc

Holders
14
Reported value
$448m
Buyers
11
Sellers
4

Breadth +7 among 93 comparable managers.

KLAC

Kla Corp

Holders
23
Reported value
$10.0bn
Buyers
10
Sellers
13

Breadth -3 among 93 comparable managers.

Who holds both, Q4 2023

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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