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EME · 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.

EMEKLAC
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.
  • EME
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterEMEKLAC
Q3 20206 holders, $108m15 holders, $4.0bn
Q4 20205 holders, $124m14 holders, $5.3bn
Q1 20215 holders, $130m18 holders, $7.4bn
Q2 20214 holders, $127m26 holders, $7.3bn
Q3 20214 holders, $117m25 holders, $7.3bn
Q4 20215 holders, $136m25 holders, $9.0bn
Q1 20225 holders, $95m24 holders, $6.8bn
Q2 20228 holders, $109m17 holders, $6.3bn
Q3 20228 holders, $132m15 holders, $5.7bn
Q4 20226 holders, $155m14 holders, $6.6bn
Q1 202311 holders, $674m22 holders, $6.7bn
Q2 202311 holders, $907m22 holders, $8.3bn
Q3 20239 holders, $1.1bn25 holders, $8.2bn
Q4 202310 holders, $1.2bn23 holders, $10.0bn
Q1 202411 holders, $2.4bn16 holders, $11.0bn
Q2 20249 holders, $2.3bn21 holders, $12.7bn
Q3 202410 holders, $2.2bn28 holders, $11.2bn
Q4 202414 holders, $2.5bn25 holders, $8.0bn
Q1 20259 holders, $1.7bn27 holders, $8.7bn
Q2 202511 holders, $2.4bn22 holders, $12.2bn
Q3 202513 holders, $3.3bn19 holders, $16.5bn
Q4 202513 holders, $2.8bn25 holders, $23.4bn
Q1 202615 holders, $3.2bn22 holders, $32.6bn
Q2 202617 holders, $3.4bn28 holders, $78.0bn
EME

Emcor Group Inc

Holders
17
Reported value
$3.4bn
Buyers
18
Sellers
19

Breadth -1 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EME (9)

ExodusPoint Capital Management LP, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC

Only KLAC (20)

AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Janus Henderson Group Ltd, 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, Wellington Management Group LLP, Winton Group Ltd, 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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