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GWW · 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.

GWWKLAC
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.
  • GWW
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterGWWKLAC
Q3 202013 holders, $469m15 holders, $4.0bn
Q4 20209 holders, $370m14 holders, $5.3bn
Q1 202110 holders, $299m18 holders, $7.4bn
Q2 20216 holders, $266m26 holders, $7.3bn
Q3 20216 holders, $304m25 holders, $7.3bn
Q4 202112 holders, $592m25 holders, $9.0bn
Q1 202213 holders, $619m24 holders, $6.8bn
Q2 202214 holders, $570m17 holders, $6.3bn
Q3 202215 holders, $700m15 holders, $5.7bn
Q4 202213 holders, $1.0bn14 holders, $6.6bn
Q1 202313 holders, $1.6bn22 holders, $6.7bn
Q2 202313 holders, $2.1bn22 holders, $8.3bn
Q3 202317 holders, $2.0bn25 holders, $8.2bn
Q4 202315 holders, $2.3bn23 holders, $10.0bn
Q1 202413 holders, $2.7bn16 holders, $11.0bn
Q2 202418 holders, $2.6bn21 holders, $12.7bn
Q3 202416 holders, $3.3bn28 holders, $11.2bn
Q4 202416 holders, $3.5bn25 holders, $8.0bn
Q1 202520 holders, $3.0bn27 holders, $8.7bn
Q2 202518 holders, $3.0bn22 holders, $12.2bn
Q3 202516 holders, $2.9bn19 holders, $16.5bn
Q4 202516 holders, $4.0bn25 holders, $23.4bn
Q1 202614 holders, $3.8bn22 holders, $32.6bn
Q2 202620 holders, $5.0bn28 holders, $78.0bn
GWW

WW Grainger Inc

Holders
20
Reported value
$5.0bn
Buyers
25
Sellers
11

Breadth +14 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 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GWW (8)

Balyasny Asset Management LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Moore Capital Management LP, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC

Only KLAC (16)

Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Winton Group Ltd

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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