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LEN · 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.

LENKLAC
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.
  • LEN
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterLENKLAC
Q3 202013 holders, $3.3bn15 holders, $4.0bn
Q4 202010 holders, $3.1bn14 holders, $5.3bn
Q1 202110 holders, $4.3bn18 holders, $7.4bn
Q2 202110 holders, $3.8bn26 holders, $7.3bn
Q3 20217 holders, $3.4bn25 holders, $7.3bn
Q4 202116 holders, $4.1bn25 holders, $9.0bn
Q1 202218 holders, $2.7bn24 holders, $6.8bn
Q2 202212 holders, $2.2bn17 holders, $6.3bn
Q3 20228 holders, $3.6bn15 holders, $5.7bn
Q4 202214 holders, $5.2bn14 holders, $6.6bn
Q1 202319 holders, $5.9bn22 holders, $6.7bn
Q2 202325 holders, $6.1bn22 holders, $8.3bn
Q3 202325 holders, $5.1bn25 holders, $8.2bn
Q4 202326 holders, $6.4bn23 holders, $10.0bn
Q1 202426 holders, $7.2bn16 holders, $11.0bn
Q2 202425 holders, $6.1bn21 holders, $12.7bn
Q3 202426 holders, $6.8bn28 holders, $11.2bn
Q4 202422 holders, $4.1bn25 holders, $8.0bn
Q1 202524 holders, $3.0bn27 holders, $8.7bn
Q2 202519 holders, $3.0bn22 holders, $12.2bn
Q3 202514 holders, $3.1bn19 holders, $16.5bn
Q4 202521 holders, $2.4bn25 holders, $23.4bn
Q1 202613 holders, $2.2bn22 holders, $32.6bn
Q2 202612 holders, $2.3bn28 holders, $78.0bn
LEN

Lennar Corp

Holders
26
Reported value
$6.8bn
Buyers
13
Sellers
14

Breadth -1 among 94 comparable managers.

Industrials
KLAC

Kla Corp

Holders
28
Reported value
$11.2bn
Buyers
18
Sellers
11

Breadth +7 among 94 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP

Who holds both, Q3 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LEN (9)

Capital World Investors, D1 Capital Partners LP, Discovery Capital Management LLC, GAMCO Investors Inc, Lone Pine Capital LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Winton Group Ltd

Only KLAC (11)

AllianceBernstein LP, Hudson Bay Capital Management LP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments 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.

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