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
- 16
- Reported value
- $2.7bn
- Buyers
- 23
- Sellers
- 15
Breadth +8 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 (9)
AQR Capital Management LLC, Arrowstreet Capital LP, Citadel Advisors LLC, Holocene Advisors LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only JBHT (7)
Balyasny Asset Management LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Hudson Bay Capital Management LP, Moore Capital Management LP, Quantbot Technologies LP, Steadfast Capital Management LP
Only KLAC (16)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Element Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital 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.