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AYI · 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.

AYIKLAC
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.
  • AYI
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterAYIKLAC
Q3 20208 holders, $608m15 holders, $4.0bn
Q4 202010 holders, $568m14 holders, $5.3bn
Q1 20219 holders, $758m18 holders, $7.4bn
Q2 20217 holders, $864m26 holders, $7.3bn
Q3 20213 holders, $984m25 holders, $7.3bn
Q4 20219 holders, $1.4bn25 holders, $9.0bn
Q1 20228 holders, $1.3bn24 holders, $6.8bn
Q2 20227 holders, $1.0bn17 holders, $6.3bn
Q3 20229 holders, $991m15 holders, $5.7bn
Q4 20226 holders, $963m14 holders, $6.6bn
Q1 20239 holders, $1.0bn22 holders, $6.7bn
Q2 202311 holders, $830m22 holders, $8.3bn
Q3 202310 holders, $943m25 holders, $8.2bn
Q4 202310 holders, $1.1bn23 holders, $10.0bn
Q1 20249 holders, $1.4bn16 holders, $11.0bn
Q2 20249 holders, $1.3bn21 holders, $12.7bn
Q3 202411 holders, $1.4bn28 holders, $11.2bn
Q4 202412 holders, $1.7bn25 holders, $8.0bn
Q1 202511 holders, $1.5bn27 holders, $8.7bn
Q2 202518 holders, $1.7bn22 holders, $12.2bn
Q3 202515 holders, $1.9bn19 holders, $16.5bn
Q4 202519 holders, $1.9bn25 holders, $23.4bn
Q1 202614 holders, $1.4bn22 holders, $32.6bn
Q2 202613 holders, $2.4bn28 holders, $78.0bn
AYI

Acuity Inc

Holders
14
Reported value
$1.4bn
Buyers
17
Sellers
21

Breadth -4 among 91 comparable managers.

Industrials
KLAC

Kla Corp

Holders
22
Reported value
$32.6bn
Buyers
20
Sellers
19

Breadth +1 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP

Who holds both, Q1 2026

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 AYI (6)

Durable Capital Partners LP, Freestone Grove Partners LP, Holocene Advisors LP, Markel Group Inc, Moore Capital Management LP, Voloridge Investment Management LLC

Only KLAC (14)

AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Third Point 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.

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