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TOL · 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.
  • TOL
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterTOLKLAC
Q3 202012 holders, $1.4bn15 holders, $4.0bn
Q4 20208 holders, $1.2bn14 holders, $5.3bn
Q1 20218 holders, $1.5bn18 holders, $7.4bn
Q2 20218 holders, $1.1bn26 holders, $7.3bn
Q3 20215 holders, $986m25 holders, $7.3bn
Q4 202110 holders, $1.3bn25 holders, $9.0bn
Q1 20228 holders, $468m24 holders, $6.8bn
Q2 20228 holders, $528m17 holders, $6.3bn
Q3 202212 holders, $578m15 holders, $5.7bn
Q4 202215 holders, $890m14 holders, $6.6bn
Q1 202319 holders, $978m22 holders, $6.7bn
Q2 202318 holders, $1.2bn22 holders, $8.3bn
Q3 202318 holders, $1.2bn25 holders, $8.2bn
Q4 202320 holders, $1.3bn23 holders, $10.0bn
Q1 202422 holders, $1.8bn16 holders, $11.0bn
Q2 202420 holders, $1.1bn21 holders, $12.7bn
Q3 202419 holders, $1.5bn28 holders, $11.2bn
Q4 202419 holders, $1.4bn25 holders, $8.0bn
Q1 202522 holders, $1.7bn27 holders, $8.7bn
Q2 202517 holders, $1.7bn22 holders, $12.2bn
Q3 202518 holders, $2.4bn19 holders, $16.5bn
Q4 202517 holders, $2.1bn25 holders, $23.4bn
Q1 202619 holders, $1.7bn22 holders, $32.6bn
Q2 202616 holders, $2.9bn28 holders, $78.0bn
TOL

Toll Brothers Inc

Holders
22
Reported value
$1.8bn
Buyers
11
Sellers
12

Breadth -1 among 93 comparable managers.

KLAC

Kla Corp

Holders
16
Reported value
$11.0bn
Buyers
6
Sellers
13

Breadth -7 among 93 comparable managers.

Who holds both, Q1 2024

Among the 28 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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