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ODFL · 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.

ODFLKLAC
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.
  • ODFL
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterODFLKLAC
Q3 202030 holders, $3.9bn15 holders, $4.0bn
Q4 202021 holders, $3.8bn14 holders, $5.3bn
Q1 202115 holders, $4.5bn18 holders, $7.4bn
Q2 202117 holders, $4.3bn26 holders, $7.3bn
Q3 202112 holders, $4.9bn25 holders, $7.3bn
Q4 202113 holders, $6.0bn25 holders, $9.0bn
Q1 202211 holders, $5.0bn24 holders, $6.8bn
Q2 202210 holders, $5.1bn17 holders, $6.3bn
Q3 202211 holders, $5.3bn15 holders, $5.7bn
Q4 202210 holders, $6.1bn14 holders, $6.6bn
Q1 202315 holders, $7.1bn22 holders, $6.7bn
Q2 202312 holders, $7.3bn22 holders, $8.3bn
Q3 202316 holders, $7.3bn25 holders, $8.2bn
Q4 202319 holders, $6.6bn23 holders, $10.0bn
Q1 202417 holders, $7.3bn16 holders, $11.0bn
Q2 202418 holders, $5.9bn21 holders, $12.7bn
Q3 202419 holders, $6.7bn28 holders, $11.2bn
Q4 202418 holders, $4.8bn25 holders, $8.0bn
Q1 202513 holders, $3.8bn27 holders, $8.7bn
Q2 202517 holders, $3.8bn22 holders, $12.2bn
Q3 202518 holders, $3.6bn19 holders, $16.5bn
Q4 202516 holders, $5.7bn25 holders, $23.4bn
Q1 202613 holders, $6.6bn22 holders, $32.6bn
Q2 202615 holders, $7.5bn28 holders, $78.0bn
ODFL

Old Dominion Freight Line In

Holders
15
Reported value
$7.5bn
Buyers
20
Sellers
16

Breadth +4 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 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ODFL (4)

First Eagle Investment Management LLC, Freestone Grove Partners LP, Markel Group Inc, Voloridge Investment Management LLC

Only KLAC (17)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Janus Henderson Group Ltd, 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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