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
- 13
- Reported value
- $1.8bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 among 94 comparable managers.
Kla Corp
- Holders
- 25
- Reported value
- $8.0bn
- Buyers
- 11
- Sellers
- 16
Breadth -5 among 94 comparable managers.
Who holds both, Q4 2024
Both (6)
AllianceBernstein LP, AQR Capital Management LLC, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Wellington Management Group LLP
Only JBHT (7)
Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Woodline Partners LP
Only KLAC (19)
Acadian Asset Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Man Group PLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, 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.