| 0.00% |
| 4 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 550K | $1.4M | +450.0% | 2.678% | 0.00% |
| 5 | MARSHALL WACE, LLP | 545K | $1.4M | +46.2% | 2.654% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 396K | $1.0M | +173.1% | 1.927% | 0.00% |
| 7 | BlackRock, Inc. | 209K | $540K | +9.0% | 1.019% | 0.00% |
| 8 | Kestra Advisory Services, LLC | 202K | $521K | — | 0.983% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 182K | $470K | +2.2% | 0.886% | 0.00% |
| 10 | WHITEBOX ADVISORS LLC | 179K | $462K | 0.0% | 0.872% | 0.01% |
| 11 | MORGAN STANLEY | 171K | $440K | -19.9% | 0.831% | 0.00% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 154K | $396K | +1.0% | 0.748% | 0.00% |
| 13 | Round Rock Advisors LLC | 140K | $360K | 0.0% | 0.680% | 0.05% |
| 14 | RAFFA WEALTH MANAGEMENT, LLC | 14 | $328K | — | 0.000% | 0.00% |
| 15 | MACKENZIE FINANCIAL CORP | 103K | $267K | — | 0.503% | 0.00% |
| 16 | UBS Group AG | 91K | $235K | +532.9% | 0.443% | 0.00% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 78K | $202K | +379.9% | 0.381% | 0.00% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 78K | $202K | — | 0.381% | 0.00% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 77K | $198K | +0.8% | 0.373% | 0.00% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76K | $196K | +21.2% | 0.369% | 0.00% |
| 21 | Verition Fund Management LLC | 75K | $194K | — | 0.365% | 0.00% |
| 22 | JANE STREET GROUP, LLC | 73K | $188K | -23.0% | 0.355% | 0.00% |
| 23 | STATE STREET CORP | 72K | $185K | 0.0% | 0.350% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 56K | $145K | — | 0.273% | 0.00% |
| 25 | NORTHERN TRUST CORP | 36K | $93K | +37.6% | 0.175% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in KLXE — a direct measure of their conviction.
| 25.02% |
| 1.84 pp |
| $18M |
| 33% |
| Q4 2024 | 63 | 6.0% | 26.86% | 1.90 pp | $27M | 16% |
| Q3 2024 | 67 | — | 28.76% | — | $32M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
14 institutions opened new positions in KLXE during Q2 2026, while 7 fully exited. 22 added to existing positions and 18 trimmed.
KLXE institutional ownership rose by 7.01 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 76.0% of all reported 13F value in KLXE, and the top 25 account for 95.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
KLX Energy Services Holdings, Inc. (KLXE) Institutional Ownership