13FPulse
KL

KLAC KLA CORP

2026Q2 · CUSIP 482480100 · Semi Equipment · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
2,431
Institutions that reported holding it to the SEC
Net increase in holders
+359
Last quarter 2,072 → now 2,431
How unusual is that
Top 1% in the market
Stronger buying than 99.7% of US stocks
What the filings say, in one paragraph

2,431 funds held KLAC at the end of 2026Q2, up 359 from the quarter before. That is stronger buying than 99.7% of US stocks — among the most piled-into names this quarter. KLAC has had 30 buying rushes in its history, and the price moved +19.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Semi Equipment.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=420 2013Q4: holders=442 2014Q1: holders=449 2014Q2: holders=437 2014Q3: holders=430 2014Q4: holders=439 2015Q1: holders=419 2015Q2: holders=397 2015Q3: holders=368 2015Q4: holders=408 2016Q1: holders=388 2016Q2: holders=391 2016Q3: holders=437 2016Q4: holders=497 2017Q1: holders=521 2017Q2: holders=537 2017Q3: holders=526 2017Q4: holders=593 2018Q1: holders=614 2018Q2: holders=611 2018Q3: holders=625 2018Q4: holders=634 2019Q1: holders=687 2019Q2: holders=642 2019Q3: holders=706 2019Q4: holders=760 2020Q1: holders=700 2020Q2: holders=747 2020Q3: holders=749 2020Q4: holders=849 2021Q1: holders=910 2021Q2: holders=945 2021Q3: holders=976 2021Q4: holders=1115 2022Q1: holders=1096 2022Q2: holders=1070 2022Q3: holders=1055 2022Q4: holders=1127 2023Q1: holders=1164 2023Q2: holders=1221 2023Q3: holders=1274 2023Q4: holders=1400 2024Q1: holders=1465 2024Q2: holders=1533 2024Q3: holders=1546 2024Q4: holders=1553 2025Q1: holders=1561 2025Q2: holders=1661 2025Q3: holders=1734 2025Q4: holders=1909 2026Q1: holders=2072 2026Q2: holders=2431 -359 -179.5 +0 +179.5 +359 33114422553 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 30 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 1% in the market
2025Q4 Top 5% +24.6%
2025Q3 Top 5% +29.8% +61.8%
2025Q2 Top 5% +28.4% +68.1%
2024Q2 Top 5% -21.3% -5.2%
2024Q1 Top 5% +9.9% -17.7%
2023Q4 Top 5% +13.3% +24.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
383
Change in large funds
+37
Total value they hold
$370.0B
Funds buying for the first time
518
Funds that sold out entirely
159
Price change that quarter
-1.9%
Funds holding puts (bearish)
46
Funds holding calls (bullish)
42

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.