PineStone Asset Management Inc. has opened a new $151.7M position in $KLAC, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 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 849 institutional investors add shares of $KLAC stock to their portfolio, and 887 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,965,899 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $3,603,804,556
- M&T BANK CORP added 1,336,280 shares (+8917.5%) to their portfolio in Q4 2025, for an estimated $1,623,687,102
- CORIENT PRIVATE WEALTH LLC added 1,304,438 shares (+4150.2%) to their portfolio in Q4 2025, for an estimated $1,584,996,525
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,185,829 shares (+78.1%) to their portfolio in Q4 2025, for an estimated $1,440,877,101
- UHLMANN PRICE SECURITIES, LLC added 780,699 shares (+209302.7%) to their portfolio in Q1 2026, for an estimated $1,106,711,095
- NORGES BANK added 673,172 shares (+37.7%) to their portfolio in Q4 2025, for an estimated $817,957,833
- PRIMECAP MANAGEMENT CO/CA/ removed 659,220 shares (-18.6%) from their portfolio in Q4 2025, for an estimated $801,005,037
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$KLAC Insider Trading Activity
$KLAC insiders have traded $KLAC stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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 10,803 shares for an estimated $12,997,089
- BREN D. HIGGINS (EVP & Chief Financial Officer) sold 2,254 shares for an estimated $2,788,220
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$KLAC Government Contracts
We have seen $375,952 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:
- THE IMICRO INCLUDES THE IQWAVE2(TM) ADVANCED CONTROLLER, ENHANCING PRECISION AND CONTROL FOR ALL TESTING SC...: $248,751
- OU73-25-NEW-142 - UPGRADE AND INSTALL THE KLA G200 NANO-INDENTER CONTROL PC SYSTEM AND THE NANOSUITE 7.0 SO...: $29,700
- VSM POWDER TESTING CUPS: $12,324
- VIBRATING SAMPLE MAGNETOMETER (VSM) PREVENTIVE MAINTENANCE AND CALIBRATION (PMC): $6,860
- UETCH SERVICE AND REPAIR: $6,572
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$KLAC Congressional Stock Trading
Members of Congress have traded $KLAC stock 1 times in the past 6 months. Of those trades, 0 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 LIZZIE FLETCHER sold up to $15,000 on 04/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
$KLAC Analyst Ratings
Wall Street analysts have issued reports on $KLAC in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 04/30/2026
- Barclays issued a "Overweight" rating on 01/30/2026
- Cantor Fitzgerald issued a "Overweight" rating on 01/30/2026
- Stifel issued a "Buy" rating on 01/30/2026
- Jefferies issued a "Buy" rating on 01/30/2026
- Needham issued a "Buy" rating on 01/20/2026
- Bernstein issued a "Outperform" rating on 01/14/2026
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 17 analysts offer price targets for $KLAC in the last 6 months, with a median target of $1835.0.
Here are some recent targets:
- Charles Shi from Needham set a target price of $2000.0 on 04/30/2026
- Stacy Rasgon from Bernstein set a target price of $1875.0 on 04/30/2026
- Blayne Curtis from Jefferies set a target price of $2000.0 on 04/30/2026
- Harlan Sur from JP Morgan set a target price of $2000.0 on 04/30/2026
- Joseph Quatrochi from Wells Fargo set a target price of $2100.0 on 04/30/2026
- Krish Sankar from TD Cowen set a target price of $2000.0 on 04/30/2026
- Srini Pajjuri from RBC Capital set a target price of $1700.0 on 04/30/2026
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.
