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AVT · 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.
  • AVT
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterAVTKLAC
Q3 202011 holders, $192m15 holders, $4.0bn
Q4 20209 holders, $152m14 holders, $5.3bn
Q1 20216 holders, $208m18 holders, $7.4bn
Q2 20216 holders, $218m26 holders, $7.3bn
Q3 20215 holders, $164m25 holders, $7.3bn
Q4 20217 holders, $184m25 holders, $9.0bn
Q1 20228 holders, $172m24 holders, $6.8bn
Q2 20227 holders, $166m17 holders, $6.3bn
Q3 20227 holders, $138m15 holders, $5.7bn
Q4 20228 holders, $171m14 holders, $6.6bn
Q1 20238 holders, $215m22 holders, $6.7bn
Q2 20237 holders, $254m22 holders, $8.3bn
Q3 202311 holders, $259m25 holders, $8.2bn
Q4 202311 holders, $334m23 holders, $10.0bn
Q1 20249 holders, $357m16 holders, $11.0bn
Q2 20248 holders, $228m21 holders, $12.7bn
Q3 20245 holders, $201m28 holders, $11.2bn
Q4 20245 holders, $212m25 holders, $8.0bn
Q1 20258 holders, $223m27 holders, $8.7bn
Q2 20258 holders, $251m22 holders, $12.2bn
Q3 20256 holders, $147m19 holders, $16.5bn
Q4 20257 holders, $290m25 holders, $23.4bn
Q1 20264 holders, $340m22 holders, $32.6bn
Q2 20268 holders, $471m28 holders, $78.0bn
AVT

Avnet Inc

Holders
7
Reported value
$290m
Buyers
20
Sellers
10

Breadth +10 among 92 comparable managers.

KLAC

Kla Corp

Holders
25
Reported value
$23.4bn
Buyers
22
Sellers
14

Breadth +8 among 92 comparable managers.

Who holds both, Q4 2025

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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