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JBHT · 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.

JBHTKLAC
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.
  • JBHT
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterJBHTKLAC
Q3 202017 holders, $2.2bn15 holders, $4.0bn
Q4 202012 holders, $2.7bn14 holders, $5.3bn
Q1 20219 holders, $3.6bn18 holders, $7.4bn
Q2 202114 holders, $3.2bn26 holders, $7.3bn
Q3 20217 holders, $3.2bn25 holders, $7.3bn
Q4 20219 holders, $3.8bn25 holders, $9.0bn
Q1 202216 holders, $4.0bn24 holders, $6.8bn
Q2 202218 holders, $3.0bn17 holders, $6.3bn
Q3 202217 holders, $2.5bn15 holders, $5.7bn
Q4 202215 holders, $2.7bn14 holders, $6.6bn
Q1 202316 holders, $2.6bn22 holders, $6.7bn
Q2 202312 holders, $2.3bn22 holders, $8.3bn
Q3 202314 holders, $2.6bn25 holders, $8.2bn
Q4 202314 holders, $2.8bn23 holders, $10.0bn
Q1 202410 holders, $2.6bn16 holders, $11.0bn
Q2 202412 holders, $1.7bn21 holders, $12.7bn
Q3 202412 holders, $1.4bn28 holders, $11.2bn
Q4 202413 holders, $1.8bn25 holders, $8.0bn
Q1 202517 holders, $1.5bn27 holders, $8.7bn
Q2 202513 holders, $1.5bn22 holders, $12.2bn
Q3 202510 holders, $1.5bn19 holders, $16.5bn
Q4 202516 holders, $2.7bn25 holders, $23.4bn
Q1 202614 holders, $2.6bn22 holders, $32.6bn
Q2 202614 holders, $3.6bn28 holders, $78.0bn
JBHT

Hunt J B Trans SVCS Inc

Holders
14
Reported value
$3.6bn
Buyers
14
Sellers
16

Breadth -2 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 JBHT (5)

Balyasny Asset Management LLC, D. E. Shaw & Co., First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Millennium Management LLC

Only KLAC (19)

AllianceBernstein LP, Altimeter Capital Management LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), Holocene Advisors LP, 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, 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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