Holders over time
- CSX
- KLAC
| Quarter | CSX | KLAC |
|---|---|---|
| Q3 2020 | 28 holders, $13.7bn | 15 holders, $4.0bn |
| Q4 2020 | 27 holders, $15.8bn | 14 holders, $5.3bn |
| Q1 2021 | 29 holders, $17.0bn | 18 holders, $7.4bn |
| Q2 2021 | 25 holders, $16.7bn | 26 holders, $7.3bn |
| Q3 2021 | 24 holders, $15.0bn | 25 holders, $7.3bn |
| Q4 2021 | 29 holders, $19.6bn | 25 holders, $9.0bn |
| Q1 2022 | 28 holders, $18.0bn | 24 holders, $6.8bn |
| Q2 2022 | 34 holders, $13.0bn | 17 holders, $6.3bn |
| Q3 2022 | 33 holders, $10.7bn | 15 holders, $5.7bn |
| Q4 2022 | 31 holders, $11.8bn | 14 holders, $6.6bn |
| Q1 2023 | 29 holders, $11.3bn | 22 holders, $6.7bn |
| Q2 2023 | 26 holders, $11.7bn | 22 holders, $8.3bn |
| Q3 2023 | 29 holders, $9.4bn | 25 holders, $8.2bn |
| Q4 2023 | 22 holders, $9.4bn | 23 holders, $10.0bn |
| Q1 2024 | 31 holders, $9.4bn | 16 holders, $11.0bn |
| Q2 2024 | 29 holders, $7.2bn | 21 holders, $12.7bn |
| Q3 2024 | 24 holders, $6.7bn | 28 holders, $11.2bn |
| Q4 2024 | 23 holders, $5.7bn | 25 holders, $8.0bn |
| Q1 2025 | 28 holders, $4.6bn | 27 holders, $8.7bn |
| Q2 2025 | 28 holders, $5.8bn | 22 holders, $12.2bn |
| Q3 2025 | 32 holders, $6.9bn | 19 holders, $16.5bn |
| Q4 2025 | 30 holders, $8.5bn | 25 holders, $23.4bn |
| Q1 2026 | 20 holders, $9.5bn | 22 holders, $32.6bn |
| Q2 2026 | 29 holders, $11.0bn | 28 holders, $78.0bn |
CSX Corp
- Holders
- 29
- Reported value
- $11.0bn
- Buyers
- 29
- Sellers
- 13
Breadth +16 among 91 comparable managers.
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.
Who holds both, Q2 2026
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP
Only CSX (12)
Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only KLAC (11)
Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Susquehanna International Group LLP, Wellington Management Group LLP
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.