Holders over time
- FDX
- KLAC
| Quarter | FDX | KLAC |
|---|---|---|
| Q3 2020 | 26 holders, $12.2bn | 15 holders, $4.0bn |
| Q4 2020 | 22 holders, $10.6bn | 14 holders, $5.3bn |
| Q1 2021 | 28 holders, $11.4bn | 18 holders, $7.4bn |
| Q2 2021 | 25 holders, $11.9bn | 26 holders, $7.3bn |
| Q3 2021 | 26 holders, $8.2bn | 25 holders, $7.3bn |
| Q4 2021 | 30 holders, $10.7bn | 25 holders, $9.0bn |
| Q1 2022 | 20 holders, $8.6bn | 24 holders, $6.8bn |
| Q2 2022 | 22 holders, $8.5bn | 17 holders, $6.3bn |
| Q3 2022 | 18 holders, $5.0bn | 15 holders, $5.7bn |
| Q4 2022 | 23 holders, $17.6bn | 14 holders, $6.6bn |
| Q1 2023 | 27 holders, $8.7bn | 22 holders, $6.7bn |
| Q2 2023 | 30 holders, $8.0bn | 22 holders, $8.3bn |
| Q3 2023 | 30 holders, $8.5bn | 25 holders, $8.2bn |
| Q4 2023 | 29 holders, $7.3bn | 23 holders, $10.0bn |
| Q1 2024 | 25 holders, $7.9bn | 16 holders, $11.0bn |
| Q2 2024 | 25 holders, $9.0bn | 21 holders, $12.7bn |
| Q3 2024 | 22 holders, $7.2bn | 28 holders, $11.2bn |
| Q4 2024 | 24 holders, $7.5bn | 25 holders, $8.0bn |
| Q1 2025 | 21 holders, $5.2bn | 27 holders, $8.7bn |
| Q2 2025 | 19 holders, $5.9bn | 22 holders, $12.2bn |
| Q3 2025 | 22 holders, $7.0bn | 19 holders, $16.5bn |
| Q4 2025 | 21 holders, $9.2bn | 25 holders, $23.4bn |
| Q1 2026 | 31 holders, $10.9bn | 22 holders, $32.6bn |
| Q2 2026 | 28 holders, $8.5bn | 28 holders, $78.0bn |
Fedex Corp
- Holders
- 25
- Reported value
- $7.9bn
- Buyers
- 14
- Sellers
- 11
Breadth +3 among 93 comparable managers.
Kla Corp
- Holders
- 16
- Reported value
- $11.0bn
- Buyers
- 6
- Sellers
- 13
Breadth -7 among 93 comparable managers.
Who holds both, Q1 2024
Both (7)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, T. Rowe Price Associates Inc
Only FDX (18)
Appaloosa LP, Artisan Partners LP, Brevan Howard Capital Management LP, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc, Two Sigma Advisers LP, Woodline Partners LP
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.