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LGN · 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.

LGNKLAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • LGN
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterLGNKLAC
Q3 2020none listed holders, n.a.15 holders, $4.0bn
Q4 2020none listed holders, n.a.14 holders, $5.3bn
Q1 2021none listed holders, n.a.18 holders, $7.4bn
Q2 2021none listed holders, n.a.26 holders, $7.3bn
Q3 2021none listed holders, n.a.25 holders, $7.3bn
Q4 2021none listed holders, n.a.25 holders, $9.0bn
Q1 2022none listed holders, n.a.24 holders, $6.8bn
Q2 2022none listed holders, n.a.17 holders, $6.3bn
Q3 2022none listed holders, n.a.15 holders, $5.7bn
Q4 2022none listed holders, n.a.14 holders, $6.6bn
Q1 2023none listed holders, n.a.22 holders, $6.7bn
Q2 2023none listed holders, n.a.22 holders, $8.3bn
Q3 2023none listed holders, n.a.25 holders, $8.2bn
Q4 2023none listed holders, n.a.23 holders, $10.0bn
Q1 2024none listed holders, n.a.16 holders, $11.0bn
Q2 2024none listed holders, n.a.21 holders, $12.7bn
Q3 2024none listed holders, n.a.28 holders, $11.2bn
Q4 2024none listed holders, n.a.25 holders, $8.0bn
Q1 2025none listed holders, n.a.27 holders, $8.7bn
Q2 2025none listed holders, n.a.22 holders, $12.2bn
Q3 20257 holders, $157m19 holders, $16.5bn
Q4 20257 holders, $304m25 holders, $23.4bn
Q1 20266 holders, $399m22 holders, $32.6bn
Q2 202611 holders, $647m28 holders, $78.0bn
LGN

Legence Corp

Holders
7
Reported value
$304m
Buyers
12
Sellers
18

Breadth -6 among 92 comparable managers.

Industrials
KLAC

Kla Corp

Holders
25
Reported value
$23.4bn
Buyers
22
Sellers
14

Breadth +8 among 92 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP

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.

Only LGN (3)

Freestone Grove Partners LP, Hudson Bay Capital Management LP, Soros Fund Management LLC

Only KLAC (21)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, 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.

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