Holders over time
- EME
- KLAC
| Quarter | EME | KLAC |
|---|---|---|
| Q3 2020 | 6 holders, $108m | 15 holders, $4.0bn |
| Q4 2020 | 5 holders, $124m | 14 holders, $5.3bn |
| Q1 2021 | 5 holders, $130m | 18 holders, $7.4bn |
| Q2 2021 | 4 holders, $127m | 26 holders, $7.3bn |
| Q3 2021 | 4 holders, $117m | 25 holders, $7.3bn |
| Q4 2021 | 5 holders, $136m | 25 holders, $9.0bn |
| Q1 2022 | 5 holders, $95m | 24 holders, $6.8bn |
| Q2 2022 | 8 holders, $109m | 17 holders, $6.3bn |
| Q3 2022 | 8 holders, $132m | 15 holders, $5.7bn |
| Q4 2022 | 6 holders, $155m | 14 holders, $6.6bn |
| Q1 2023 | 11 holders, $674m | 22 holders, $6.7bn |
| Q2 2023 | 11 holders, $907m | 22 holders, $8.3bn |
| Q3 2023 | 9 holders, $1.1bn | 25 holders, $8.2bn |
| Q4 2023 | 10 holders, $1.2bn | 23 holders, $10.0bn |
| Q1 2024 | 11 holders, $2.4bn | 16 holders, $11.0bn |
| Q2 2024 | 9 holders, $2.3bn | 21 holders, $12.7bn |
| Q3 2024 | 10 holders, $2.2bn | 28 holders, $11.2bn |
| Q4 2024 | 14 holders, $2.5bn | 25 holders, $8.0bn |
| Q1 2025 | 9 holders, $1.7bn | 27 holders, $8.7bn |
| Q2 2025 | 11 holders, $2.4bn | 22 holders, $12.2bn |
| Q3 2025 | 13 holders, $3.3bn | 19 holders, $16.5bn |
| Q4 2025 | 13 holders, $2.8bn | 25 holders, $23.4bn |
| Q1 2026 | 15 holders, $3.2bn | 22 holders, $32.6bn |
| Q2 2026 | 17 holders, $3.4bn | 28 holders, $78.0bn |
Emcor Group Inc
- Holders
- 11
- Reported value
- $2.4bn
- Buyers
- 6
- Sellers
- 5
Breadth +1 among 95 comparable managers.
Kla Corp
- Holders
- 22
- Reported value
- $12.2bn
- Buyers
- 11
- Sellers
- 12
Breadth -1 among 95 comparable managers.
Who holds both, Q2 2025
Both (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC
Only EME (4)
Balyasny Asset Management LLC, Quantbot Technologies LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only KLAC (15)
AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
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.