L3VLUP

LSTR · 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.

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.
  • LSTR
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterLSTRKLAC
Q3 20205 holders, $291m15 holders, $4.0bn
Q4 20205 holders, $61m14 holders, $5.3bn
Q1 20215 holders, $318m18 holders, $7.4bn
Q2 20215 holders, $63m26 holders, $7.3bn
Q3 20215 holders, $59m25 holders, $7.3bn
Q4 20217 holders, $361m25 holders, $9.0bn
Q1 20227 holders, $324m24 holders, $6.8bn
Q2 20227 holders, $364m17 holders, $6.3bn
Q3 20228 holders, $131m15 holders, $5.7bn
Q4 20225 holders, $113m14 holders, $6.6bn
Q1 20235 holders, $102m22 holders, $6.7bn
Q2 20235 holders, $100m22 holders, $8.3bn
Q3 20235 holders, $86m25 holders, $8.2bn
Q4 20237 holders, $116m23 holders, $10.0bn
Q1 20246 holders, $153m16 holders, $11.0bn
Q2 20247 holders, $193m21 holders, $12.7bn
Q3 20245 holders, $130m28 holders, $11.2bn
Q4 20245 holders, $108m25 holders, $8.0bn
Q1 20256 holders, $54m27 holders, $8.7bn
Q2 20255 holders, $31m22 holders, $12.2bn
Q3 20253 holders, $37m19 holders, $16.5bn
Q4 20254 holders, $150m25 holders, $23.4bn
Q1 20267 holders, $440m22 holders, $32.6bn
Q2 20269 holders, $699m28 holders, $78.0bn
LSTR

Landstar Sys Inc

Holders
7
Reported value
$440m
Buyers
18
Sellers
11

Breadth +7 among 91 comparable managers.

KLAC

Kla Corp

Holders
22
Reported value
$32.6bn
Buyers
20
Sellers
19

Breadth +1 among 91 comparable managers.

Who holds both, Q1 2026

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →