Holders over time
- JBHT
- KLAC
| Quarter | JBHT | KLAC |
|---|---|---|
| Q3 2020 | 17 holders, $2.2bn | 15 holders, $4.0bn |
| Q4 2020 | 12 holders, $2.7bn | 14 holders, $5.3bn |
| Q1 2021 | 9 holders, $3.6bn | 18 holders, $7.4bn |
| Q2 2021 | 14 holders, $3.2bn | 26 holders, $7.3bn |
| Q3 2021 | 7 holders, $3.2bn | 25 holders, $7.3bn |
| Q4 2021 | 9 holders, $3.8bn | 25 holders, $9.0bn |
| Q1 2022 | 16 holders, $4.0bn | 24 holders, $6.8bn |
| Q2 2022 | 18 holders, $3.0bn | 17 holders, $6.3bn |
| Q3 2022 | 17 holders, $2.5bn | 15 holders, $5.7bn |
| Q4 2022 | 15 holders, $2.7bn | 14 holders, $6.6bn |
| Q1 2023 | 16 holders, $2.6bn | 22 holders, $6.7bn |
| Q2 2023 | 12 holders, $2.3bn | 22 holders, $8.3bn |
| Q3 2023 | 14 holders, $2.6bn | 25 holders, $8.2bn |
| Q4 2023 | 14 holders, $2.8bn | 23 holders, $10.0bn |
| Q1 2024 | 10 holders, $2.6bn | 16 holders, $11.0bn |
| Q2 2024 | 12 holders, $1.7bn | 21 holders, $12.7bn |
| Q3 2024 | 12 holders, $1.4bn | 28 holders, $11.2bn |
| Q4 2024 | 13 holders, $1.8bn | 25 holders, $8.0bn |
| Q1 2025 | 17 holders, $1.5bn | 27 holders, $8.7bn |
| Q2 2025 | 13 holders, $1.5bn | 22 holders, $12.2bn |
| Q3 2025 | 10 holders, $1.5bn | 19 holders, $16.5bn |
| Q4 2025 | 16 holders, $2.7bn | 25 holders, $23.4bn |
| Q1 2026 | 14 holders, $2.6bn | 22 holders, $32.6bn |
| Q2 2026 | 14 holders, $3.6bn | 28 holders, $78.0bn |
Hunt J B Trans SVCS Inc
- Holders
- 14
- Reported value
- $2.8bn
- Buyers
- 7
- Sellers
- 8
Breadth -1 among 93 comparable managers.
Kla Corp
- Holders
- 23
- Reported value
- $10.0bn
- Buyers
- 10
- Sellers
- 13
Breadth -3 among 93 comparable managers.
Who holds both, Q4 2023
Both (6)
Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only JBHT (8)
Balyasny Asset Management LLC, Durable Capital Partners LP, Holocene Advisors LP, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Winton Group Ltd
Only KLAC (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
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.