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
- 13
- Reported value
- $2.8bn
- Buyers
- 15
- Sellers
- 21
Breadth -6 among 92 comparable managers.
Kla Corp
- Holders
- 25
- Reported value
- $23.4bn
- Buyers
- 22
- Sellers
- 14
Breadth +8 among 92 comparable managers.
Who holds both, Q4 2025
Both (10)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Verition Fund Management LLC, Winton Group Ltd
Only EME (3)
ExodusPoint Capital Management LP, Soros 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, Citadel Advisors LLC, Element Capital Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP
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.