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ENS · 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.

ENSKLAC
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.
  • ENS
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterENSKLAC
Q3 20205 holders, $399m15 holders, $4.0bn
Q4 20204 holders, $366m14 holders, $5.3bn
Q1 20214 holders, $366m18 holders, $7.4bn
Q2 20215 holders, $457m26 holders, $7.3bn
Q3 20213 holders, $307m25 holders, $7.3bn
Q4 20213 holders, $145m25 holders, $9.0bn
Q1 20224 holders, $151m24 holders, $6.8bn
Q2 20224 holders, $110m17 holders, $6.3bn
Q3 20223 holders, $108m15 holders, $5.7bn
Q4 20223 holders, $131m14 holders, $6.6bn
Q1 20234 holders, $169m22 holders, $6.7bn
Q2 20236 holders, $200m22 holders, $8.3bn
Q3 20234 holders, $189m25 holders, $8.2bn
Q4 20234 holders, $232m23 holders, $10.0bn
Q1 20247 holders, $222m16 holders, $11.0bn
Q2 20245 holders, $250m21 holders, $12.7bn
Q3 20242 holders, $212m28 holders, $11.2bn
Q4 20242 holders, $175m25 holders, $8.0bn
Q1 20252 holders, $97m27 holders, $8.7bn
Q2 20252 holders, $64m22 holders, $12.2bn
Q3 20252 holders, $12m19 holders, $16.5bn
Q4 20253 holders, $93m25 holders, $23.4bn
Q1 20266 holders, $246m22 holders, $32.6bn
Q2 20265 holders, $558m28 holders, $78.0bn
ENS

Enersys Inc

Holders
5
Reported value
$558m
Buyers
21
Sellers
13

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

Only ENS (0)

None.

Only KLAC (23)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Baillie Gifford & Co, Capital World Investors, 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, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, 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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