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AVT · 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.

AVTKLAC
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.
  • AVT
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterAVTKLAC
Q3 202011 holders, $192m15 holders, $4.0bn
Q4 20209 holders, $152m14 holders, $5.3bn
Q1 20216 holders, $208m18 holders, $7.4bn
Q2 20216 holders, $218m26 holders, $7.3bn
Q3 20215 holders, $164m25 holders, $7.3bn
Q4 20217 holders, $184m25 holders, $9.0bn
Q1 20228 holders, $172m24 holders, $6.8bn
Q2 20227 holders, $166m17 holders, $6.3bn
Q3 20227 holders, $138m15 holders, $5.7bn
Q4 20228 holders, $171m14 holders, $6.6bn
Q1 20238 holders, $215m22 holders, $6.7bn
Q2 20237 holders, $254m22 holders, $8.3bn
Q3 202311 holders, $259m25 holders, $8.2bn
Q4 202311 holders, $334m23 holders, $10.0bn
Q1 20249 holders, $357m16 holders, $11.0bn
Q2 20248 holders, $228m21 holders, $12.7bn
Q3 20245 holders, $201m28 holders, $11.2bn
Q4 20245 holders, $212m25 holders, $8.0bn
Q1 20258 holders, $223m27 holders, $8.7bn
Q2 20258 holders, $251m22 holders, $12.2bn
Q3 20256 holders, $147m19 holders, $16.5bn
Q4 20257 holders, $290m25 holders, $23.4bn
Q1 20264 holders, $340m22 holders, $32.6bn
Q2 20268 holders, $471m28 holders, $78.0bn
AVT

Avnet Inc

Holders
11
Reported value
$334m
Buyers
7
Sellers
5

Breadth +2 among 93 comparable managers.

Industrials
KLAC

Kla Corp

Holders
23
Reported value
$10.0bn
Buyers
10
Sellers
13

Breadth -3 among 93 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP

Who holds both, Q4 2023

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AVT (5)

Arrowstreet Capital LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Winton Group Ltd, Woodline Partners LP

Only KLAC (17)

D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP

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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