ARROWSTREET CAPITAL, LIMITED PARTNERSHIP has opened a new $163.6M position in $KLAC, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $KLAC.
$KLAC Hedge Fund Activity
We have seen 759 institutional investors add shares of $KLAC stock to their portfolio, and 818 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
- GAMMA INVESTING LLC removed 1,671,582 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $1,497,302,860
- VICTORY CAPITAL MANAGEMENT INC added 413,328 shares (+245.9%) to their portfolio in Q2 2025, for an estimated $370,234,422
- GOLDMAN SACHS GROUP INC added 404,634 shares (+27.9%) to their portfolio in Q1 2025, for an estimated $275,070,193
- PRIMECAP MANAGEMENT CO/CA/ removed 396,732 shares (-8.1%) from their portfolio in Q2 2025, for an estimated $355,368,721
- QUBE RESEARCH & TECHNOLOGIES LTD removed 383,182 shares (-87.6%) from their portfolio in Q1 2025, for an estimated $260,487,123
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$KLAC Insider Trading Activity
$KLAC insiders have traded $KLAC stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 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) sold 10,802 shares for an estimated $7,381,006
- BREN D. HIGGINS (EVP & Chief Financial Officer) has made 0 purchases and 2 sales selling 8,027 shares for an estimated $5,859,159.
- MARY BETH WILKINSON (EVP, CLO and Secretary) has made 0 purchases and 3 sales selling 3,705 shares for an estimated $3,377,946.
- 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.
$KLAC Government Contracts
We have seen $178,752 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
- 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
- REPAIR SITE VISIT FOR INSTRUMENT KLA D120: $17,988
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$KLAC Analyst Ratings
Wall Street analysts have issued reports on $KLAC in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 08/01/2025
- Morgan Stanley issued a "Overweight" rating on 08/01/2025
- Stifel issued a "Buy" rating on 08/01/2025
- JP Morgan issued a "Overweight" rating on 08/01/2025
- Oppenheimer issued a "Outperform" rating on 06/17/2025
- Needham issued a "Buy" rating on 05/01/2025
- B of A Securities issued a "Buy" rating on 04/16/2025
To track analyst ratings and price targets for $KLAC, check out Quiver Quantitative's $KLAC forecast page.
$KLAC 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 $928.0.
Here are some recent targets:
- Atif Malik from Citigroup set a target price of $1060.0 on 08/01/2025
- Srini Pajjuri from Raymond James set a target price of $950.0 on 08/01/2025
- Brian Chin from Stifel set a target price of $922.0 on 08/01/2025
- Shane Brett from Morgan Stanley set a target price of $928.0 on 08/01/2025
- Harlan Sur from JP Morgan set a target price of $1070.0 on 08/01/2025
- Tom O'Malley from Barclays set a target price of $750.0 on 07/28/2025
- Timothy Arcuri from UBS set a target price of $960.0 on 07/21/2025
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.
