HolderBook

KLA CORP (KLAC)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

96
Reporting holders
$359.7M
Reported value
0.1%
Calls
0.3%
Puts
-2,407
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
EASTERN BANK$51.7M265,0170.79%26qHELD
JIA INVESTMENT ALLIANCE PTE. LTD.$47.2M242,0004.06%11qHELD
Quintet Private Bank (Europe) S.A.$34.1M175,1621.50%5q+212.9%+$23.2M
ZEVENBERGEN CAPITAL INVESTMENTS LLC$32.0M164,0900.73%17q+9.4%+$2.7M
AMERICAN NATIONAL BANK & TRUST$25.5M130,6352.33%31q-4.0%-$1.1M
Gradient Investments LLC$16.7M85,8870.24%4q+4.6%+$743.1K
CONGRESS ASSET MANAGEMENT CO$14.9M76,6690.10%2q-2.5%-$382.1K
TILIA FIDUCIARY PARTNERS, INC.$12.4M63,5142.85%7q+90.4%+$5.9M
Mirador Capital Partners LP$11.5M58,9601.34%32qHELD
Farther Finance Advisors, LLC$10.3M52,6030.07%16q+21.5%+$1.8M
Insight Wealth Strategies, LLC$8.7M44,7070.86%11q+1.4%+$123.2K
GAMMA Investing LLC$7.9M40,4950.27%12q+8.4%+$610.5K
Kessler Investment Group, LLC$7.4M37,7133.55%2q-9.4%-$763.3K
CENTRAL BANK & TRUST CO$5.8M29,7510.83%25q-1.1%-$67.3K
COLTON GROOME FINANCIAL ADVISORS, LLC$5.6M28,7281.31%13q+40.1%+$1.6M
CenterStar Asset Management, LLC$5.0M17,9551.17%2qHELD
Wedmont Private Capital$4.2M21,3730.10%19q+6.1%+$243.3K
Boltwood Capital Management$3.9M20,2030.89%31q+0.5%+$20.1K
CoreCap Advisors, LLC$3.7M19,0400.11%9q-26.6%-$1.3M
CYPRESS ASSET MANAGEMENT INC/TX$3.4M17,2000.66%32qHELD
Stokes Capital Advisors, LLC$3.3M16,9310.72%2q+1177.8%+$3.0M
Montecito Bank & Trust$2.4M12,0710.36%15q-2.8%-$69.0K
MassMutual Private Wealth & Trust, FSB$2.1M10,9580.06%28q+62.2%+$819.3K
BOS Asset Management, LLC$1.8M9,1750.42%11q-1.0%-$18.7K
Crumly & Associates Inc.$1.7M8,6830.30%13q-0.6%-$10.7K
Versant Capital Management, Inc$1.6M8,1730.14%32q-2.4%-$38.6K
Brown Shipley& Co Ltd$1.5M7,9010.74%newNEW
Valeo Financial Advisors, LLC$1.5M7,5670.03%16q+22.9%+$274.9K
Grove Bank & Trust$1.4M7,1990.14%24q+0.5%+$7.6K
Avidian Wealth Enterprises, LLC$1.3M6,6410.04%5q+64.4%+$507.0K
ARGUS INVESTORS' COUNSEL, INC.$1.3M6,6371.01%11q+1.8%+$23.4K
Dorato Capital Management$1.3M6,5100.85%4qHELD
VALLEY WEALTH MANAGERS, INC.$1.2M6,3390.07%22q+4.8%+$57.1K
Everhart Financial Group, Inc.$1.2M6,1730.07%10q+10.4%+$113.8K
Sound Income Strategies, LLC$993.6K5,0510.04%25q-5.0%-$52.1K
Elm3 Financial Group, LLC$954.2K4,8950.64%8q-6.8%-$69.2K
MFA WEALTH ADVISORS, LLC$952.0K4,8840.16%18q-20.5%-$245.2K
Silverleafe Capital Partners, LLC$950.7K4,8770.27%3q-36.2%-$538.8K
Cooper Financial Group$865.7K4,4410.07%26q-18.6%-$197.3K
GILPIN WEALTH MANAGEMENT, LLC$832.9K4,2730.56%4q+1.0%+$8.4K
PRIVATE CLIENT SERVICES, LLC$819.2K4,2030.22%3qHELD
Hickory Point Bank & Trust$794.3K4,0750.48%8q-0.6%-$4.9K
Balefire, LLC$753.8K3,8670.12%6q-14.2%-$124.4K
Whalen Wealth Management Inc.$744.8K3,8210.32%2q+14.8%+$95.9K
Apella Capital, LLC$743.0K3,7750.01%4q-4.5%-$34.8K
Monument Capital Management$725.3K3,7210.15%7q-75.5%-$2.2M
Prota Financial, LLC$697.3K3,4810.45%4q+7.3%+$47.7K
Veracity Capital LLC$630.1K3,2320.17%7q+1.5%+$9.2K
CANANDAIGUA NATIONAL BANK & TRUST CO$606.4K3,1110.05%14q-42.7%-$452.2K
Intelligence Driven Advisers, LLC$603.1K3,0940.10%4q-6.5%-$41.7K
ELEVATION WEALTH PARTNERS, LLC$597.3K3,0640.17%15q+0.8%+$4.7K
Paragon Capital Management Ltd$588.7K3,0200.11%7qHELD
Hummer Financial Advisory Services Inc$584.8K3,0000.38%newNEW
Decker Wealth Management LLC$569.5K2,9220.12%4q+46.1%+$179.7K
Capital Advisors Wealth Management, LLC$517.8K2,6560.06%6q+2.2%+$11.3K
Bill Few Associates, Inc.$490.0K2,5140.10%6qHELD
Bullock Wealth Management Group$473.8K2,3650.20%3q+3.1%+$14.0K
Ridgewood Investments LLC$463.0K2,3750.17%8q-1.0%-$4.9K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$436.4K2,2390.01%3q+14.8%+$56.3K
Vann Equity Management LLC$406.4K2,0850.24%newNEW
Douglas Lane & Associates, LLC$393.3K2,0180.01%7qHELD
MOODY NATIONAL BANK TRUST DIVISION$382.1K1,9600.03%5qHELD
Venture Visionary Partners LLC$374.9K1,9230.01%4q+3.7%+$13.3K
ROCKLAND TRUST CO$370.0K1,8980.01%4q-4.4%-$17.2K
TITLEIST ASSET MANAGEMENT, LLC$367.4K1,8850.02%3qHELD
Plan A Wealth LLC$362.2K1,8580.13%4q-2.3%-$8.4K
RIVERSEDGE ADVISORS, LLC$347.8K1,7840.04%3q+1.6%+$5.5K
City Center Advisors, LLC$346.4K1,7770.26%3q+9.0%+$28.7K
Aletheian Wealth Advisors LLC$342.9K1,7590.14%3q-1.5%-$5.3K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$335.7K1,7220.24%newNEW
New Covenant Trust Company, N.A.$302.5K1,5520.21%2q+40.1%+$86.5K
Wealth Enhancement Trust Services, Inc.$298.2K1,5300.03%4q-9.5%-$31.4K
Hamilton Capital, LLC$270.8K1,3890.02%7qHELD
COLLECTIVE FAMILY OFFICE LLC$243.5K1,2490.05%2q+3.1%+$7.4K
Nautilus Advisors LLC$233.3K1,1970.14%2q-0.6%-$1.4K
Atlas Brown,Inc.$218.5K1,1210.06%2q+0.5%+$1.2K
Breakwater Capital Group$206.6K1,0600.02%2qHELD
TOTH FINANCIAL ADVISORY CORP$201.2K1,0320.02%26q+2.2%+$4.3K
Pacifica Partners Inc.$190.3K9500.06%18qHELD
Olistico Wealth, LLC$128.4K6590.05%4qHELD
Byrne Asset Management LLC$124.2K6200.07%20q-12.7%-$18.0K
Trust Co$93.6K4800.01%4q+23.1%+$17.5K
ATWOOD & PALMER INC$89.7K4600.00%8qHELD
FIRST COMMUNITY TRUST NA$76.0K3900.03%10qHELD
Mn Services Vermogensbeheer B.V.$75.0K384,9900.56%18q+0.9%
Paladin Partners, LLC$64.3K3300.04%2qHELD
MJT & Associates Financial Advisory Group, Inc.$44.1K2260.03%7q-42.1%-$32.0K
Bangor Savings Bank$42.9K2200.00%8qHELD
Marquette Asset Management, LLC$35.1K1800.00%5qHELD
STEPH & CO$30.8K1580.01%3q-1.2%
Planning Strategies Inc.$21.1K1080.01%2q+10.2%+$1.9K
ARMSTRONG ADVISORY GROUP, INC$12.3K630.00%10q+57.5%+$4.5K
Retirement Wealth Solutions LLC$8.4K430.00%2q-12.2%-$1.2K
Rosenberg Matthew Hamilton$7.8K400.00%17qHELD
Davis Capital Management$6.0K310.00%5q-3.1%
CX Institutional$5.1K26,3730.14%16q+2.5%
Westwind Capital$1.2K6,1530.28%3q-1.7%
Noble Wealth Management PBC$97550.00%2q-28.6%
NORTH POINT PORTFOLIO MANAGERS CORP/OH$39020.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-11WALLACE RICHARD PPresident and CEOSold87,568$17.4M
2026-08-13Lorig BrianEVP, KLA Global ServicesSold59,586$12.4M
2026-09-15WALLACE RICHARD PPresident and CEOSold72,019$12.4M
2026-07-02Higgins Bren D.EVP & Chief Financial OfficerSold27,701$7.4M
2026-08-12Higgins Bren D.EVP & Chief Financial OfficerSold31,500$6.6M
2026-08-11Khan Ahmad A.President, Semi. Prod. & Cust.Sold33,180$6.6M
2026-08-07Wilkinson Mary BethEVP, CLO and SecretarySold21,831$4.3M
2026-07-01Wilkinson Mary BethEVP, CLO and SecretarySold14,392$4.1M
2026-08-05Wilkinson Mary BethEVP, CLO and SecretarySold13,802$2.7M
2026-08-05Kirloskar Virendra ASVP & Chief Accounting OfficerSold4,504$880.5K
2026-08-04Wilkinson Mary BethEVP, CLO and SecretarySold4,295$822.9K
2026-08-07Kirloskar Virendra ASVP & Chief Accounting OfficerSold2,405$475.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202696$359.7M1,837,380537320.4%
Q2 20262,503$413.1B1,288,710,5175041,938163.6%
Q1 20262,077$178.8B118,737,7212576307832.3%
Q4 20251,922$149.8B120,185,7531755746862.6%
Q3 20251,753$129.1B116,649,8921806015872.6%
Q2 20251,674$107.7B118,161,6502115486001.8%
Q1 20251,577$78.3B113,546,5071465895201.6%
Q4 20241,561$74.1B115,092,0421015335482.0%
Q3 20241,556$91.1B115,513,0541235505421.9%
Q2 20241,544$99.6B118,425,6191575195461.9%
Q1 20241,476$87.5B122,421,4301654495462.4%
Q4 20231,417$71.9B119,529,0131504224923.2%
Q3 20231,284$56.4B120,082,8001174214272.3%
Q2 20231,236$59.1B119,498,2941253794452.1%
Q1 20231,172$50.4B123,830,3261193904132.1%
Q4 20221,136$48.4B123,588,5371293224413.6%
Q3 20221,063$40.0B128,874,8111043314152.4%
Q2 20221,070$42.4B129,922,021954033652.2%
Q1 20221,094$48.7B131,258,970964043541.5%
Q4 20211,125$58.7B133,360,2111463743242.4%
Q3 2021980$45.3B131,858,827843293462.6%
Q2 2021948$44.1B133,254,1471053312971.9%
Q1 2021909$45.5B135,757,6711292973131.5%
Q4 2020855$36.5B136,945,5991102542922.0%
Q3 2020756$27.6B139,900,619772592732.0%
Q2 2020759$27.9B141,588,0101202182841.3%
Q1 2020707$20.6B141,976,015602212881.0%
Q4 2019767$26.0B143,986,270892302701.5%
Q3 2019710$23.2B143,444,2561242082531.7%
Q2 2019652$16.9B141,576,772662242371.4%
Q1 2019698$17.7B147,654,2631182821870.7%
Q4 2018643$13.0B145,093,82678180.8%