AEGON ASSET MANAGEMENT UK PLC has added 32,933 shares of $KLAC to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $KLAC.
KLA Hedge Fund Activity
We have seen 792 institutional investors add shares of KLA stock to their portfolio, and 759 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 3,279,265 shares (+485.5%) to their portfolio in Q2 2025, for an estimated $2,937,368,831
- CAPITAL INTERNATIONAL INVESTORS added 2,146,417 shares (+60.1%) to their portfolio in Q2 2025, for an estimated $1,922,631,563
- FMR LLC removed 1,181,475 shares (-50.6%) from their portfolio in Q2 2025, for an estimated $1,058,294,416
- WELLINGTON MANAGEMENT GROUP LLP removed 944,907 shares (-66.7%) from their portfolio in Q2 2025, for an estimated $846,390,996
- AMUNDI removed 449,835 shares (-27.3%) from their portfolio in Q2 2025, for an estimated $402,935,202
- VICTORY CAPITAL MANAGEMENT INC added 413,328 shares (+245.9%) to their portfolio in Q2 2025, for an estimated $370,234,422
- PRIMECAP MANAGEMENT CO/CA/ removed 396,732 shares (-8.1%) from their portfolio in Q2 2025, for an estimated $355,368,721
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
KLA Insider Trading Activity
KLA insiders have traded $KLAC stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $KLAC stock by insiders over the last 6 months:
- RICHARD P WALLACE (President and CEO) has made 0 purchases and 2 sales selling 21,603 shares for an estimated $17,249,664.
- BRIAN LORIG (EVP, KLA Global Services) sold 8,049 shares for an estimated $7,354,210
- AHMAD A. KHAN (President, Semi. Prod. & Cust.) sold 4,564 shares for an estimated $4,107,600
- MARY BETH WILKINSON (EVP, CLO and Secretary) has made 0 purchases and 3 sales selling 3,705 shares for an estimated $3,377,946.
- BREN D. HIGGINS (EVP & Chief Financial Officer) has made 0 purchases and 2 sales selling 3,320 shares for an estimated $2,802,520.
- VIRENDRA A KIRLOSKAR (SVP & Chief Accounting Officer) has made 0 purchases and 4 sales selling 1,208 shares for an estimated $1,098,909.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
KLA Government Contracts
We have seen $209,654 of award payments to $KLAC over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- KLA SOFTWARE RENEWAL: $75,000
- OU73-25-NEW-142 - UPGRADE AND INSTALL THE KLA G200 NANO-INDENTER CONTROL PC SYSTEM AND THE NANOSUITE 7.0 SO...: $29,700
- MAINTENANCE OF PROFILOMETER: $29,400
- REPAIR OF KLA STYLUS PROFILOMETER: $19,499
- PART#0856122-000, SPECIAL, UPGRADE, XACTIX RE ASSY, COMP, E2, WIN11KIT INCLUDES: WINDOWS 11 CONFIGURED PC D...: $19,439
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
KLA Congressional Stock Trading
Members of Congress have traded $KLAC stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $KLAC stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/28 and 1 sale worth up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
KLA Analyst Ratings
Wall Street analysts have issued reports on $KLAC in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 10/30/2025
- Barclays issued a "Overweight" rating on 10/30/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Stifel issued a "Buy" rating on 10/13/2025
- Citigroup issued a "Buy" rating on 08/01/2025
- Oppenheimer issued a "Outperform" rating on 06/17/2025
To track analyst ratings and price targets for KLA , check out Quiver Quantitative's $KLAC forecast page.
KLA Price Targets
Multiple analysts have issued price targets for $KLAC recently. We have seen 15 analysts offer price targets for $KLAC in the last 6 months, with a median target of $1260.0.
Here are some recent targets:
- Harlan Sur from JP Morgan set a target price of $1485.0 on 10/30/2025
- Joseph Quatrochi from Wells Fargo set a target price of $1250.0 on 10/30/2025
- Tom O'Malley from Barclays set a target price of $1300.0 on 10/30/2025
- Mark Lipacis from Evercore ISI Group set a target price of $1350.0 on 10/30/2025
- James Schneider from Goldman Sachs set a target price of $1280.0 on 10/30/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $1350.0 on 10/30/2025
- Charles Shi from Needham set a target price of $1350.0 on 10/30/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $KLAC ticker page for more data.
