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NVR · 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.

NVRKLAC
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.
  • NVR
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterNVRKLAC
Q3 202018 holders, $2.7bn15 holders, $4.0bn
Q4 202020 holders, $2.5bn14 holders, $5.3bn
Q1 202115 holders, $2.6bn18 holders, $7.4bn
Q2 202110 holders, $2.1bn26 holders, $7.3bn
Q3 202111 holders, $2.0bn25 holders, $7.3bn
Q4 202114 holders, $2.6bn25 holders, $9.0bn
Q1 202212 holders, $1.6bn24 holders, $6.8bn
Q2 202212 holders, $1.4bn17 holders, $6.3bn
Q3 202214 holders, $1.5bn15 holders, $5.7bn
Q4 202214 holders, $1.9bn14 holders, $6.6bn
Q1 202315 holders, $2.3bn22 holders, $6.7bn
Q2 202319 holders, $3.0bn22 holders, $8.3bn
Q3 202319 holders, $2.9bn25 holders, $8.2bn
Q4 202321 holders, $3.0bn23 holders, $10.0bn
Q1 202423 holders, $3.5bn16 holders, $11.0bn
Q2 202423 holders, $2.8bn21 holders, $12.7bn
Q3 202420 holders, $3.7bn28 holders, $11.2bn
Q4 202414 holders, $2.8bn25 holders, $8.0bn
Q1 202515 holders, $2.2bn27 holders, $8.7bn
Q2 202516 holders, $2.4bn22 holders, $12.2bn
Q3 202513 holders, $2.6bn19 holders, $16.5bn
Q4 202513 holders, $2.3bn25 holders, $23.4bn
Q1 202613 holders, $1.9bn22 holders, $32.6bn
Q2 202612 holders, $2.2bn28 holders, $78.0bn
NVR

NVR Inc

Holders
13
Reported value
$2.3bn
Buyers
23
Sellers
15

Breadth +8 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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NVR (6)

Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Markel Group Inc, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC

Only KLAC (18)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Element Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, 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.

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