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AIT · 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.

AITKLAC
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.
  • AIT
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterAITKLAC
Q3 20202 holders, $12m15 holders, $4.0bn
Q4 20201 holders, $15m14 holders, $5.3bn
Q1 20211 holders, $10m18 holders, $7.4bn
Q2 20211 holders, $3.3m26 holders, $7.3bn
Q3 2021none listed holders, n.a.25 holders, $7.3bn
Q4 20212 holders, $122m25 holders, $9.0bn
Q1 20222 holders, $265m24 holders, $6.8bn
Q2 20222 holders, $126m17 holders, $6.3bn
Q3 20224 holders, $135m15 holders, $5.7bn
Q4 20224 holders, $171m14 holders, $6.6bn
Q1 20233 holders, $174m22 holders, $6.7bn
Q2 20233 holders, $72m22 holders, $8.3bn
Q3 20235 holders, $94m25 holders, $8.2bn
Q4 20234 holders, $219m23 holders, $10.0bn
Q1 20246 holders, $242m16 holders, $11.0bn
Q2 20245 holders, $207m21 holders, $12.7bn
Q3 202410 holders, $665m28 holders, $11.2bn
Q4 202410 holders, $725m25 holders, $8.0bn
Q1 20259 holders, $624m27 holders, $8.7bn
Q2 202518 holders, $876m22 holders, $12.2bn
Q3 202513 holders, $828m19 holders, $16.5bn
Q4 202514 holders, $860m25 holders, $23.4bn
Q1 202617 holders, $1.2bn22 holders, $32.6bn
Q2 202612 holders, $1.5bn28 holders, $78.0bn
AIT

Applied Indl Technologies In

Holders
12
Reported value
$1.5bn
Buyers
15
Sellers
23

Breadth -8 among 91 comparable managers.

Industrials
KLAC

Kla Corp

Holders
28
Reported value
$78.0bn
Buyers
6
Sellers
4

A share split this quarter: the changes in shares are the split, not buying or selling.

IndustrialsAI infrastructure and semiconductors · L3VLUP

Who holds both, Q2 2026

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AIT (5)

Artisan Partners LP, Durable Capital Partners LP, Quantbot Technologies LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only KLAC (21)

AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, Woodline Partners LP

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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