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
- 15
- Reported value
- $3.2bn
- Buyers
- 21
- Sellers
- 14
Breadth +7 among 91 comparable managers.
Kla Corp
- Holders
- 22
- Reported value
- $32.6bn
- Buyers
- 20
- Sellers
- 19
Breadth +1 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Squarepoint Ops LLC
Only EME (7)
Holocene Advisors LP, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC
Only KLAC (14)
AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Third Point LLC, Walleye Capital LLC, Wellington Management Group LLP, 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.