Holders over time
- ODFL
- KLAC
| Quarter | ODFL | KLAC |
|---|---|---|
| Q3 2020 | 30 holders, $3.9bn | 15 holders, $4.0bn |
| Q4 2020 | 21 holders, $3.8bn | 14 holders, $5.3bn |
| Q1 2021 | 15 holders, $4.5bn | 18 holders, $7.4bn |
| Q2 2021 | 17 holders, $4.3bn | 26 holders, $7.3bn |
| Q3 2021 | 12 holders, $4.9bn | 25 holders, $7.3bn |
| Q4 2021 | 13 holders, $6.0bn | 25 holders, $9.0bn |
| Q1 2022 | 11 holders, $5.0bn | 24 holders, $6.8bn |
| Q2 2022 | 10 holders, $5.1bn | 17 holders, $6.3bn |
| Q3 2022 | 11 holders, $5.3bn | 15 holders, $5.7bn |
| Q4 2022 | 10 holders, $6.1bn | 14 holders, $6.6bn |
| Q1 2023 | 15 holders, $7.1bn | 22 holders, $6.7bn |
| Q2 2023 | 12 holders, $7.3bn | 22 holders, $8.3bn |
| Q3 2023 | 16 holders, $7.3bn | 25 holders, $8.2bn |
| Q4 2023 | 19 holders, $6.6bn | 23 holders, $10.0bn |
| Q1 2024 | 17 holders, $7.3bn | 16 holders, $11.0bn |
| Q2 2024 | 18 holders, $5.9bn | 21 holders, $12.7bn |
| Q3 2024 | 19 holders, $6.7bn | 28 holders, $11.2bn |
| Q4 2024 | 18 holders, $4.8bn | 25 holders, $8.0bn |
| Q1 2025 | 13 holders, $3.8bn | 27 holders, $8.7bn |
| Q2 2025 | 17 holders, $3.8bn | 22 holders, $12.2bn |
| Q3 2025 | 18 holders, $3.6bn | 19 holders, $16.5bn |
| Q4 2025 | 16 holders, $5.7bn | 25 holders, $23.4bn |
| Q1 2026 | 13 holders, $6.6bn | 22 holders, $32.6bn |
| Q2 2026 | 15 holders, $7.5bn | 28 holders, $78.0bn |
Old Dominion Freight Line In
- Holders
- 19
- Reported value
- $6.6bn
- Buyers
- 14
- Sellers
- 7
Breadth +7 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 (9)
AQR Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC
Only ODFL (10)
Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Durable Capital Partners LP, Holocene Advisors LP, Markel Group Inc, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Winton Group Ltd
Only KLAC (14)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Two Sigma Advisers 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.